QA: Avantax INC in us_finance_services/2021

Table of Contents

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

PDF Report 0001068875_2022_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': 0.454580653468417, '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 553,134,000
2 LoansPayable 0
3 OperatingAndEmployeeLiabilities 111,722,000
4 remainder_Liabilities 65,465,000
5 Investments 20,466,000
6 CashAndCurrentAssets 200,279,000
7 IntangibleAssets 757,110,000
8 remainder_Assets 94,088,000
9 LaborExpense 0
10 SellingAndGeneralAdministrativeExpense 272,002,000
11 CostOfGoodsSold 479,851,000
12 OperatingExpenses 0
13 DepreciationInterestAndFeesExpenses 28,320,000
14 remainder_Expenses 65,190,000
15 InvestmentIncome 0
16 LoansIncome 0
17 RevenueFromContractWithCustomer 885,200,000
18 remainder_Revenues 0
19 remainder_NetIncome -32,080,000
20 remainder_ComprehensiveNetIncome 0
  yvar yval
0 Liabilities 730,321,000
1 Assets 1,071,943,000
2 Expenses 845,363,000
3 Revenues 885,200,000
4 StockholdersEquity 341,622,000
5 NetIncome 7,757,000
6 ComprehensiveNetIncome 7,757,000
7 BaseVar 1,782,453,500
8 EconomicCapitalRatiobeforeLimitedLiability 0.198
9 EconomicCapitalRatio 0.826

Edgar->Model Mapping

Feature Distribution

Change over Time