Blucora Profitability Analysis

BCOR
 Stock
  

USD 22.87  0.09  0.40%   

For Blucora profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Blucora to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Blucora utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Blucora's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Blucora over time as well as its relative position and ranking within its peers. Continue to Trending Equities.
  
Blucora Price to Sales Ratio is relatively stable at the moment as compared to the past year. Blucora reported last year Price to Sales Ratio of 0.95. As of 08/17/2022, Return on Sales is likely to grow to 0.0378, while Sales per Share is likely to drop 15.21. Blucora Consolidated Income is relatively stable at the moment as compared to the past year. Blucora reported last year Consolidated Income of 7.76 Million. As of 08/17/2022, Net Income is likely to grow to about 8.4 M, while Accumulated Other Comprehensive Income is likely to drop (337.5 K).

Blucora Revenues

720.23 Million

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.

Blucora Revenue vs. Return On Asset Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Blucora's current stock value. Our valuation model uses many indicators to compare Blucora value to that of its competitors to determine the firm's financial worth.
Blucora is number one stock in return on asset category among related companies. It is the top company in revenue category among related companies totaling about  248,470,109  of Revenue per Return On Asset. Blucora Revenues is relatively stable at the moment as compared to the past year. Blucora reported last year Revenues of 885.2 Million. Comparative valuation analysis is a catch-all model that can be used if you cannot value Blucora by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Blucora's Stock . Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Blucora's earnings, one of the primary drivers of an investment's value.

Blucora Revenue vs. Return On Asset

Return on Asset or ROA shows how effective is the management of the company in generating income from utilizing all of the assets at their disposal. It is a useful ratio to evaluate the performance of different departments of a company as well as to understand management performance over time.
Blucora 
Return on Asset 
 = 
Net Income 
Total Assets 
X
100 
3.68 %
Return on Asset measures overall efficiency of a company in generating profits from its total assets. It is expressed as the percentage of profits earned per dollar of Asset. A low ROA typically means that a company is asset-intensive and therefore will needs more money to continue generating revenue in the future.
Revenue is income that a firm generates from business activities such us rendering services or selling goods to customers. It is a crucial part of a business and an essential item when evaluating a company's financial statements. Revenues from a firm's primary business operations can be reported on the income statement as sales revenue, net sales, or simply sales, depending on the industry in which a given company operates.
Blucora 
Revenue 
 = 
Money Received 
Discounts and Returns 
914.37 M
Revenue is typically recorded when cash or cash equivalents are exchanged for services or goods and can include product or services discounts, promotions, as well as early payments on invoices or services rendered in advance.

Blucora Revenue vs Competition

Blucora is the top company in revenue category among related companies. Market size based on revenue of Asset Management industry is currently estimated at about 473.96 Billion. Blucora adds roughly 914.37 Million in revenue claiming only tiny portion of stocks in Asset Management industry.

Blucora Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Blucora, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Blucora will eventually generate negative long term returns. The profitability progress is the general direction of Blucora's change in net profit over the period of time. It can combine multiple indicators of Blucora, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
Last ReportedProjected for 2022
Accumulated Other Comprehensive Income-312.8 K-337.5 K
Consolidated Income7.8 M8.4 M
Net Income7.8 M8.4 M
Net Income Common Stock7.8 M8.4 M
Net Loss Income from Discontinued Operations72.6 M78.3 M
Net Income to Non Controlling Interests1.1 M1.3 M
Operating Income30.6 M33 M
Income Tax Expense-9.2 M-9.9 M
Net Income Per Employee7.1 K7.6 K
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. The company operates through two segments, Wealth Management and Tax Preparation. The Wealth Management segment offers an integrated platform of brokerage, investment advisory, and insurance services to financial advisors. The Tax Preparation segment provides digital do-it-yourself tax preparation solutions through TaxAct.com and ancillary services, including refund payment transfer, audit defense, stored value cards, retirement plan services, and e-filing services. This segment also offers professional tax preparer software that allows professional tax preparers to prepare and file individual and business returns. The company was formerly known as InfoSpace, Inc. and changed its name to Blucora, Inc. in June 2012. Blucora, Inc. was founded in 1996 and is headquartered in Dallas, Texas.

Blucora Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on Blucora. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Blucora position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Blucora's important profitability drivers and their relationship over time.

Blucora Profitability Trends

Blucora profitability trend refers to the progression of profit or loss within a business. An upward trend means that Blucora's profit has generally increased over time, and a downward profitability trend means profits are declining. Recognizing problems early in profitability trends allows investors to address revenue and cost issues in advance. Investors and analysts usually monitor three types of profitability trends: gross, operating, and net. Gross profit is the difference between revenue and costs of goods sold. Operating profit is Blucora's gross profit minus its overhead. After you account for other unusual revenue, expenses, and costs, you get net profit. Gross profit trends are often a good indicator of future profitability. If you have high gross profit margins, you have a better chance to cover overhead and make money.

Blucora Profitability Drivers Correlations

One of the toughest challenges investors face today is learning how to quickly synthesize and read into endless financial statements and information provided by the company, SEC reporting, and various external parties. Understanding the correlation between Blucora different financial indicators related to revenue and profit generation helps investors identify and prioritize their investing strategies towards Blucora in a much-optimized way. Analyzing correlations between profit drivers that are directly associated with dollar figures is the most effective way to break down Blucora's future profitability.

Use Blucora in pair-trading

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.

Blucora Pair Trading

Blucora Pair Trading Analysis

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

Use Investing Themes to Complement your Blucora position

In addition to having Blucora in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Fabricated Products
Fabricated Products Theme
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Fabricated Products theme has 23 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Fabricated Products Theme or any other thematic opportunities.
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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 Price Transformation module to use Price Transformation models to analyze depth of different equity instruments across 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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To fully project Blucora's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Blucora at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Blucora's income statement, its balance sheet, and the statement of cash flows.
Potential Blucora investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Blucora investors may work on 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. Please read more on our technical analysis and fundamental analysis pages.