QA: Avantax INC in us_finance_services/2019

Table of Contents

See also this year's filing and all EDGAR filings for this company.

PDF Report 0001068875_2020_Avantax_INC.pdf

Logs

warning The stock price does not exist industry.us_generic {}
warning No stock price available subcommand.plot {}
info Minor missing amount for aggregate added to remainder industry.us_generic {'aggregate': 'Expenses', 'missing_ratio': 0.27050089779244735, 'aggregate_val': 652882000, 'exp_sum': 894973000, 'exp_to_value': {'LaborExpense': 0, 'SellingAndGeneralAdministrativeExpense': 204734000, 'CostOfGoodsSold': 0, 'OperatingExpenses': 717936000, 'DepreciationInterestAndFeesExpenses': 37357000, 'remainder_Expenses': -65054000}}
info Minor missing amount for aggregate added to remainder industry.us_generic {'aggregate': 'Expenses', 'missing_ratio': 0.454580653468417, 'aggregate_val': 601501000, 'exp_sum': 1102823000, 'exp_to_value': {'LaborExpense': 0, 'SellingAndGeneralAdministrativeExpense': 157244000, 'CostOfGoodsSold': 320497000, 'OperatingExpenses': 589161000, 'DepreciationInterestAndFeesExpenses': 23581000, 'remainder_Expenses': 12340000}}
info Minor missing amount for aggregate added to remainder industry.us_generic {'aggregate': 'Expenses', 'missing_ratio': 0.29363007870361085, 'aggregate_val': 493090000, 'exp_sum': 698062000, 'exp_to_value': {'LaborExpense': 0, 'SellingAndGeneralAdministrativeExpense': 171485000, 'CostOfGoodsSold': 0, 'OperatingExpenses': 492779000, 'DepreciationInterestAndFeesExpenses': 33487000, 'remainder_Expenses': 311000}}
info Minor missing amount for aggregate added to remainder industry.us_generic {'aggregate': 'Expenses', 'missing_ratio': 0.27050089779244735, 'aggregate_val': 652882000, 'exp_sum': 894973000, 'exp_to_value': {'LaborExpense': 0, 'SellingAndGeneralAdministrativeExpense': 204734000, 'CostOfGoodsSold': 0, 'OperatingExpenses': 717936000, 'DepreciationInterestAndFeesExpenses': 37357000, 'remainder_Expenses': -65054000}}
info Failed to set obs_EconomicCapitalRatio industry.us_generic {'reason': "KeyError('0001068875')"}
info Added remainder_ComprehensiveNetIncome directly from 10K industry.us_generic {}

Graph

Absolute values for 0001068875, Avantax INC

  xvar xval
0 DepositsAndPayablesToCustomers 0
1 Debt 381,485,000
2 LoansPayable 0
3 OperatingAndEmployeeLiabilities 93,532,000
4 remainder_Liabilities 19,040,000
5 Investments 10,151,000
6 CashAndCurrentAssets 139,143,000
7 IntangibleAssets 952,586,000
8 remainder_Assets 35,692,000
9 LaborExpense 0
10 SellingAndGeneralAdministrativeExpense 204,734,000
11 CostOfGoodsSold 0
12 OperatingExpenses 717,936,000
13 DepreciationInterestAndFeesExpenses 37,357,000
14 remainder_Expenses -307,145,000
15 InvestmentIncome 0
16 LoansIncome 0
17 RevenueFromContractWithCustomer 717,945,000
18 remainder_Revenues 0
19 remainder_NetIncome -16,915,000
20 remainder_ComprehensiveNetIncome 174,000
  yvar yval
0 Liabilities 494,057,000
1 Assets 1,137,572,000
2 Expenses 652,882,000
3 Revenues 717,945,000
4 StockholdersEquity 643,515,000
5 NetIncome 48,148,000
6 ComprehensiveNetIncome 48,322,000
7 BaseVar 1,509,772,500
8 EconomicCapitalRatiobeforeLimitedLiability 0.454
9 EconomicCapitalRatio 1.04

Edgar->Model Mapping

Feature Distribution

Change over Time