Blucora Stock Insiders

BCOR
 Stock
  

USD 22.48  0.30  1.32%   

Blucora employes about 1.1 K people. The company is managed by 40 executives with total tenure of roughly 259 years, averaging almost 6.0 years of service per executive having 27.5 employees per reported executive. Discussion of Blucora management performance can provide insight into the enterprise performance. Note, employee sentiment is becoming a valuable factor that investors use to determine the amount of risk that may be associated with Blucora future performance.
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  William Ruckelshaus  CEO
CEO and President Director and Member of Mergers and Acquisitions Committee
  Robert Oros  CEO
CEO of H.D. Vest, Inc.
  John Clendening  CEO
President CEO, Director

Blucora Return on Sales

0.0378

Blucora Management Team Effectiveness

Blucora has return on total asset (ROA) of 3.68 % which means that it generated profit of $3.68 on every $100 spent on asset. This is normal as compared to the sector avarege. Similarly, it shows return on stockholders equity (ROE) of 4.25 %, meaning that it created $4.25 on every $100 dollars invested by stockholders. Blucora management efficiency ratios could be used to measure how well the company manages its routine affairs as well as how well it operates its assets and liabilities. Blucora Return on Average Assets are relatively stable at the moment as compared to the past year. Blucora reported last year Return on Average Assets of 0.007. As of 08/17/2022, Return on Average Equity is likely to grow to 0.0237, while Return on Investment is likely to drop 2.85. Blucora Average Assets are relatively stable at the moment as compared to the past year. Blucora reported last year Average Assets of 1.11 Billion

Blucora Quarterly Total Assets

1.1 Billion

Blucora Weighted Average Shares is relatively stable at the moment as compared to the past year. Blucora reported last year Weighted Average Shares of 48.58 Million. As of 08/17/2022, Weighted Average Shares Diluted is likely to grow to about 51.8 M, while Issuance Purchase of Equity Shares is likely to drop slightly above 3.8 M.

Blucora Workforce Comparison

Blucora is number one stock in number of employees category among related companies. The total workforce of Asset Management industry is currently estimated at about 900,105. Blucora adds roughly 1,100 in number of employees claiming only tiny portion of stocks in Asset Management industry.

Blucora Profit Margins

The company has Profit Margin (PM) of 1.61 %, which maeans that even a very small decline in it revenue will erase profits resulting in a net loss. This is way below average. Similarly, it shows Operating Margin (OM) of 7.09 %, which suggests for every 100 dollars of sales, it generated a net operating income of 0.07.

Blucora Insider Trading

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Blucora insiders, such as employees or executives, is commonly permitted as long as it does not rely on Blucora's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases, Blucora insiders must file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

Blucora Benchmark Summation

Blucora Notable Stakeholders

A Blucora stakeholder refers to an individual interested in an outcome of the business. Different stakeholders have different interests, and companies such as Blucora often face trade-offs trying to please all of them. Blucora's stakeholders can have a positive or negative influence on the entity's direction, and there are a lot of executives involved in getting Blucora's stock to the level that pleases all shareholders. Keeping track of the stakeholders is a great way to stay on top of things affecting its ongoing price.
William Ruckelshaus - CEO and President Director and Member of Mergers and Acquisitions CommitteeProfile
Robert Oros - CEO of H.D. Vest, Inc.Profile
Roger Ochs - CEO of H.D. Vest, Inc.Profile
John Clendening - President CEO, DirectorProfile
Todd Mackay - Interim CEO of HD VestProfile
John Cunningham - Independent Chairman of the BoardProfile
William Atwell - Independent Chairman of the BoardProfile
JoAnn Kintzel - President of TaxACTProfile
John Palmer - Vice President - Accounting (Principal Financial and Accounting Officer)Profile
Bernard Luthi - President of Monoprice IncProfile
Michael Hogan - President of Tax-Smart InnovationProfile
Sanjay Baskaran - President of TaxAct, IncProfile
George Allen - Executive Vice President - Corporate DevelopmentProfile
Stacy Murray - Principal Accounting Officer and Vice President-Accounting, Chief Accounting OfficerProfile
Peter Mansour - President of Infospace LLCProfile
Enrique Vasquez - President of Wealth ManagementProfile
Curtis Campbell - President of TaxActProfile
Brett ClarkBolt - Executive Vice President-Human ResourcesProfile
Davinder Athwal - CFO, Principal Financial Officer and TreasurerProfile
Eric Emans - CFO, Principal Accounting Officer and TreasurerProfile
Mary Zappone - DirectorProfile
Steve Hooper - Independent DirectorProfile
McIntyre Gardner - Independent DirectorProfile
Elizabeth Huebner - Independent DirectorProfile
John Macilwaine - Independent DirectorProfile
Lance Dunn - Independent DirectorProfile
Steven Aldrich - Independent DirectorProfile
David Chung - Independent DirectorProfile
Andrew Snyder - Independent DirectorProfile
Georganne Proctor - Independent DirectorProfile
Carol Hayles - Independent DirectorProfile
Christopher Walters - Independent DirectorProfile
Carole Hayles - Independent DirectorProfile
Ann Bruder - Chief Legal Officer, SecretaryProfile
Nathan Garnett - Acting General Counsel and SecretaryProfile
Bill Michalek - IR Contact OfficerProfile
Transient Taylor - Chief Human Resource OfficerProfile
Mark Finkelstein - Chief Legal and Administrative OfficerProfile
Pamela Turay - Chief Human Resource OfficerProfile
Mathieu Stevenson - Chief Marketing OfficerProfile

About Blucora Management Performance

The success or failure of an entity such as Blucora often depends on how effective the management is. Blucora management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Blucora management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Blucora management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
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Last ReportedProjected for 2022
Return on Investment 3.47  2.85 
Return on Average Assets 0.007  0.007553 
Return on Average Equity 0.022  0.0237 
Return on Invested Capital 0.048  0.05 
Return on Sales 0.035  0.0378 
Blucora, Inc. provides technology-enabled financial solutions to consumers, small business owners, tax professionals, financial advisors, and certified public accounting firms in the United States. Blucora, Inc. was founded in 1996 and is headquartered in Dallas, Texas. Blucora operates under Asset Management classification in the United States and is traded on NASDAQ Exchange. It employs 1100 people.
The data published in Blucora's official financial statements usually reflect Blucora's business processes, product offerings, services, and other fundamental events. But there are other numbers, ratios, or fundamental indicators derived from these statements that are easier to understand and visualize within the underlying realities that drive quantitative information of Blucora. For example, before you start analyzing numbers published by Blucora accountants, it's critical to develop an understanding of what Blucora's liquidity, profitability, and earnings quality are in the context of the Financial Services space in which it operates.
Please note, the presentation of Blucora's financial position, as portrayed in its financial statements, is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, Blucora's management is honest, while the outside auditors are strict and uncompromising. Whatever the case, the imprecision that can be found in Blucora's accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of Blucora. Please utilize our Beneish M Score to check the likelihood of Blucora's management to manipulate its earnings.

Blucora Workforce Analysis

Traditionally, organizations such as Blucora use manpower efficiency calculations for various incentive schemes, employee appraisal, or as an initiative to improve the processes. However, it can also be used by investors to make long-term investment decisions. The trends in the profit per employee or revenue per employee are measured by net income or revenue divided by the current number of full-time employees over a given time interval. Because workforce needs differ across sectors, these ratios could be used to compare Blucora within its industry.

Blucora Manpower Efficiency

Return on Blucora Manpower

Revenue Per Employee1 M
Revenue Per Executive22.9 M
Net Income Per Employee7.6 K
Net Income Per Executive368.2 K
Working Capital Per Employee158.7 K
Working Capital Per Executive4.4 M
Today, most investors in Blucora Stock are looking for potential investment opportunities by analyzing not only static indicators but also various Blucora's growth ratios. Consistent increases or decreases in fundamental ratios usually indicate a possible pattern that can be successfully translated into profits. However, when comparing two companies, knowing each company's per employee growth rates may not be enough to decide which company is a better investment. That's why investors frequently use static breakdown of Blucora per employee as a starting point in their analysis.

Per Employee

Blucora Per Employee Growth Over Time

Net Income Per Employee

7,608.74

Blucora Net Income Per Employee is relatively stable at the moment as compared to the past year. Blucora reported last year Net Income Per Employee of 7,052

Revenue Per Employee

1.04 Million

Blucora Revenue Per Employee is relatively stable at the moment as compared to the past year. Blucora reported last year Revenue Per Employee of 804,727
Continue to Trending Equities. Note that the Blucora information on this page should be used as a complementary analysis to other Blucora's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Equity Search module to search for actively traded equities including funds and ETFs from over 30 global markets.

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When running Blucora price analysis, check to measure Blucora's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Blucora is operating at the current time. Most of Blucora's value examination focuses on studying past and present price action to predict the probability of Blucora's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Blucora's price. Additionally, you may evaluate how the addition of Blucora to your portfolios can decrease your overall portfolio volatility.
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Is Blucora's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Blucora. If investors know Blucora will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Blucora listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth YOY
0.27
Market Capitalization
1.1 B
Quarterly Revenue Growth YOY
0.01
Return On Assets
0.0272
Return On Equity
0.0584
The market value of Blucora is measured differently than its book value, which is the value of Blucora that is recorded on the company's balance sheet. Investors also form their own opinion of Blucora's value that differs from its market value or its book value, called intrinsic value, which is Blucora's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Blucora's market value can be influenced by many factors that don't directly affect Blucora's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Blucora's value and its price as these two are different measures arrived at by different means. Investors typically determine Blucora value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Blucora's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.