Blucora Return on Average Equity Trend from 2010 to 2022

BCOR
 Stock
  

USD 21.55  0.40  1.89%   

Blucora Return on Average Equity yearly trend continues to be relatively stable with very little volatility. Return on Average Equity is likely to grow to 0.0237 this year. During the period from 2010 to 2022, Blucora Return on Average Equity destribution of quarterly values had range of  1.08 from its regression line and mean deviation of  0.16. Blucora Operating Income is relatively stable at the moment as compared to the past year. Blucora reported last year Operating Income of 30.62 Million. As of 08/08/2022, Weighted Average Shares is likely to grow to about 50.8 M, while Gross Profit is likely to drop slightly above 339.5 M.
  
Check Blucora financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Blucora main balance sheet or income statement drivers, such as Direct Expenses of 517.7 M, Consolidated Income of 8.4 M or Cost of Revenue of 380.8 M, as well as many exotic indicators such as Interest Coverage of 1.15, Long Term Debt to Equity of 1.75 or Calculated Tax Rate of 0.74. Blucora financial statements analysis is a perfect complement when working with Blucora Valuation or Volatility modules. It can also supplement Blucora's financial leverage analysis and stock options assessment as well as various Blucora Technical models . Continue to the analysis of Blucora Correlation against competitors.

Blucora Return on Average Equity Breakdown

Showing smoothed Return on Average Equity of Blucora with missing and latest data points interpolated. Return on equity measures a corporation's profitability by calculating the amount of Net Income Common Stock returned as a percentage of [EquityAvg].Blucora's Return on Average Equity historical data analysis aims to capture in quantitative terms the overall pattern of either growth or decline in Blucora's overall financial position and show how it may be relating to other accounts over time.
ViewLast Reported 4.25 %10 Years Trend
Decreasing
Stable
   Return on Average Equity   
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       Timeline  

Blucora Return on Average Equity Regression Statistics

Arithmetic Mean(0.06)
Geometric Mean 0.07
Coefficient Of Variation(477.13)
Mean Deviation 0.16
Median 0.05
Standard Deviation 0.29
Sample Variance 0.08
Range 1.08
R-Value(0.31)
Mean Square Error 0.08
R-Squared 0.1
Significance 0.30
Slope(0.022987)
Total Sum of Squares 1.00

Blucora Return on Average Equity History

2012 0.056
2013 0.05
2014 -0.066
2015 -0.078
2016 -0.14
2017 0.051
2018 0.082
2019 0.073
2020 -0.99
2021 0.022
2022 0.0237

About Blucora Financial Statements

There are typically three primary documents that fall into the category of financial statements. These documents include Blucora income statement, its balance sheet, and the statement of cash flows. Blucora investors use historical funamental indicators, such as Blucora's Return on Average Equity, to determine how well the company is positioned to perform in the future. Although Blucora investors may use each financial statement separately, they are all related. The changes in Blucora's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Blucora's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. We offer a historical overview of the basic patterns found on Blucora Financial Statements. Understanding these patterns can help to make the right decision on long term investment in Blucora. Please read more on our technical analysis and fundamental analysis pages.
Last ReportedProjected for 2022
Return on Average Equity 0.022  0.0237 
Average Assets1.1 B1.1 B
Average Equity357 M464.5 M
Invested Capital Average639.2 M575.1 M
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.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Blucora without increasing your portfolio risk or giving up expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate.risk-adjusted returns of your individual positions relative to your overall portfolio.

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Pair Trading with Blucora

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Blucora position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Blucora will appreciate offsetting losses from the drop in the long position's value.

Moving together with Blucora

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The ability to find closely correlated positions to Blucora could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Blucora when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Blucora - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Blucora to buy it.
The correlation of Blucora is a statistical measure of how it moves in relation to other equities. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Blucora moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Blucora moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Blucora can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching
Continue to the analysis of Blucora Correlation against competitors. 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 Idea Breakdown module to analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes.

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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
0.25
Market Capitalization
B
Quarterly Revenue Growth YOY
0.11
Return On Assets
0.0368
Return On Equity
0.0425
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.