AVANTAX, INC.
DelistedCIK 1068875fmd_0B02E9KN9QG5ZV0KDV9NV9FT4TFinance, Insurance and Real Estate · Finance ServicesTemplate: Standard
Coverage: Jan 01, 2009 to Sep 30, 2023, 56 periods
Latest annual · FY2022
Millions- Total revenues
- 666
- Gross profit
- 222
- Operating income
- (11)
- Net income
- 420
- Free cash flow
- 102
Latest quarter · Q3 FY2023
Millions- Total revenues
- 192
- Gross profit
- 75
- Operating income
- 3
- Net income
- (1)
- Free cash flow
- 9
Key stats
Open AnalysisCompound annual growth
- Revenue, 3 yearsFY2019 to FY2022
- -2.4%
- Revenue, 5 yearsFY2017 to FY2022
- +5.5%
- Net income, 5 yearsFY2017 to FY2022
- +73.1%
AVANTAX, INC. financials: quick answers
Annual figures as filed with the SEC. Each number links to the filing it came from and to its proof.
| Metric | FY2022 | FY2021 | Change | Source |
|---|---|---|---|---|
| Revenue | $666.5 million | $658.2 million | +1.3% | 10-K 2023-02-28 · proof |
| Gross profit | $221.6 million | $191.7 million | +15.6% | 10-K 2023-02-28 · proof |
| Operating income | -$11.3 million | -$53 million | 10-K 2023-02-28 · proof | |
| Net income | $420.2 million | $7.8 million | +5,317.6% | 10-K 2023-02-28 · proof |
| Cash from operating activities | $117.1 million | -$22.3 million | 10-K 2023-02-28 · proof | |
| Free cash flow | $102.2 million | -$43.3 million | 10-K 2023-02-28 · proof | |
| Total assets | $963.5 million | $1.1 billion | -10.1% | 10-K 2023-02-28 · proof |
| Total liabilities | $220.3 million | $730.3 million | -69.8% | 10-K 2023-02-28 · proof |
| Cash and cash equivalents | $263.9 million | $100.6 million | +162.3% | 10-K 2023-02-28 · proof |
| Total debt | $0 | $554.9 million | -100% | 10-K 2023-02-28 · proof |
- What was AVANTAX, INC.'s revenue in fiscal 2022?
- AVANTAX, INC. reported revenue of $666.5 million for fiscal 2022 (the year ended Dec 31, 2022), against $658.2 million the year before (+1.3%). Source: the 10-K filed with the SEC on Feb 28, 2023. SEC
- What was AVANTAX, INC.'s gross profit in fiscal 2022?
- AVANTAX, INC. reported gross profit of $221.6 million for fiscal 2022 (the year ended Dec 31, 2022), against $191.7 million the year before (+15.6%). Source: the 10-K filed with the SEC on Feb 28, 2023. SEC
- What was AVANTAX, INC.'s operating income in fiscal 2022?
- AVANTAX, INC. reported operating income of -$11.3 million for fiscal 2022 (the year ended Dec 31, 2022), against -$53 million the year before. Source: the 10-K filed with the SEC on Feb 28, 2023. SEC
- What was AVANTAX, INC.'s net income in fiscal 2022?
- AVANTAX, INC. reported net income of $420.2 million for fiscal 2022 (the year ended Dec 31, 2022), against $7.8 million the year before (+5,317.6%). Source: the 10-K filed with the SEC on Feb 28, 2023. SEC
- What was AVANTAX, INC.'s cash from operating activities in fiscal 2022?
- AVANTAX, INC. reported cash from operating activities of $117.1 million for fiscal 2022 (the year ended Dec 31, 2022), against -$22.3 million the year before. Source: the 10-K filed with the SEC on Feb 28, 2023. SEC
- What was AVANTAX, INC.'s free cash flow in fiscal 2022?
- AVANTAX, INC. reported free cash flow of $102.2 million for fiscal 2022 (the year ended Dec 31, 2022), against -$43.3 million the year before. Source: the 10-K filed with the SEC on Feb 28, 2023. SEC
- What are AVANTAX, INC.'s total assets?
- As of Dec 31, 2022, AVANTAX, INC. reported total assets of $963.5 million, against $1.1 billion a year earlier (-10.1%). Source: the 10-K filed with the SEC on Feb 28, 2023. SEC
- What are AVANTAX, INC.'s total liabilities?
- As of Dec 31, 2022, AVANTAX, INC. reported total liabilities of $220.3 million, against $730.3 million a year earlier (-69.8%). Source: the 10-K filed with the SEC on Feb 28, 2023. SEC
- What are AVANTAX, INC.'s cash and cash equivalents?
- As of Dec 31, 2022, AVANTAX, INC. reported cash and cash equivalents of $263.9 million, against $100.6 million a year earlier (+162.3%). Source: the 10-K filed with the SEC on Feb 28, 2023. SEC
- What is AVANTAX, INC.'s total debt?
- As of Dec 31, 2022, AVANTAX, INC. reported total debt of $0, against $554.9 million a year earlier (-100%). Source: the 10-K filed with the SEC on Feb 28, 2023. SEC
Read from the FinancialMD API on Nov 14, 2026. Values change only when a new filing is made; see the Financials tab for every period and as-of replay.
The same numbers for an agent, with proof on every value:
curl "https://api.financial.md/v1/company/financials/income_statement/standardized?company=cik:1068875&period_type=annual&limit=5"Information only, not investment advice.