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Avantax, Inc.
AVTAFinancial ServicesNASDAQUS
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Estimates, scoring, valuation assumptions, and peer comparison in one research surface.
Change the assumptions to see how revenue growth, margins, and exit multiples can move fair value.
| Year | Revenue | Margin | Profit | Free cash flow | Present value |
|---|---|---|---|---|---|
| 2026 | $666.50M | 1.0% | $6.66M | $91.98M | N/A |
| 2027 | $716.48M | 1.0% | $7.16M | $98.87M | $89.89M |
| 2028 | $770.22M | 1.0% | $7.70M | $106.29M | $87.84M |
| 2029 | $827.99M | 1.0% | $8.28M | $114.26M | $85.85M |
| 2030 | $890.08M | 1.0% | $8.90M | $122.83M | $83.90M |
| 2031 | $956.84M | 1.0% | $9.57M | $132.04M | $81.99M |
Projects EPS forward, applies an exit P/E, then discounts the result back to today.
| Base EPS | $0.064 | 2022-12-31 |
| EPS growth | -40.0% | Forecast years: 5 |
| Future EPS | $0.005 | EPS × (1 + G)^5 |
| Base P/E | 392.6 | P/E |
| Future price | $1.939 | Future EPS × P/E |
| Fair value today | $1.204 | PV @ 10.0% |
| 30% safety price | $0.843 | Margin of safety |
| 50% safety price | $0.602 | Margin of safety |
| Discount rate \\ Terminal growth | 1.5% | 2.5% | 3.5% |
|---|---|---|---|
| 9.0% | $38.841 | $42.911 | $48.461 |
| 10.0% | $34.722 | $37.723 | $41.647 |
| 11.0% | $31.475 | $33.759 | $36.654 |