BCOR:NSD-Blucora Inc (USD)

COMMON STOCK | Asset Management | NSD

Last Closing Price

USD 22.60

Change

+0.54 (+2.45)%

Market Cap

USD 1.10B

Volume

0.36M

Avg Analyst Target

USD 22.00 (-2.65%)

Avg User Target

USD
Average Analyst Rating

Verdict

Fundamental Analysis

Verdict


BCOR Stock Forecast & Price:
Based on the Blucora Inc stock forecasts from 1 analysts, the average analyst target price for Blucora Inc is USD 22.00 over the next 12 months. Blucora Inc’s average analyst rating is Strong Buy. Stock Target Advisor’s own stock analysis of Blucora Inc is Bearish, which is based on 4 positive signals and 11 negative signals. At the last closing, Blucora Inc’s stock price was USD 22.60. Blucora Inc’s stock price has changed by +4.87% over the past week, +24.66% over the past month and +39.51% over the last year.

About Blucora Inc (BCOR:NSD)

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. ...Read More

Technical Indicators

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2022-08-12 )

Largest Industry Peers for Asset Management

Symbol Name Price(Change) Market Cap Price / Earning Ratio EV/EBITDA
TROW T. Rowe Price Group Inc

+2.75 (+2.12%)

USD28.14B 12.02 7.27
NTRS Northern Trust Corporation

+1.29 (+1.26%)

USD21.26B 13.88 N/A
CG Carlyle Group Inc

+0.85 (+2.47%)

USD13.22B 6.47 8.60
ARCC Ares Capital Corporation

+0.19 (+0.93%)

USD10.30B 9.26 10.19
SEIC SEI Investments Company

+1.04 (+1.82%)

USD7.73B 13.72 8.25
HLNE Hamilton Lane Inc

+1.87 (+2.47%)

USD4.12B 18.43 8.65
PSEC Prospect Capital Corporation

+0.08 (+0.99%)

USD3.16B 3.78 9.42
FOCS Focus Financial Partners Inc

+1.30 (+3.04%)

USD2.77B 69.44 10.73
GBDC Golub Capital BDC Inc

+0.15 (+1.06%)

USD2.42B 8.44 18.93
VCTR Victory Capital Holdings Inc

+0.49 (+1.66%)

USD1.89B 6.91 6.69

ETFs Containing BCOR

Symbol Name Weight Mer Price(Change) Market Cap

N/A

Market Performance

  Market Performance vs.
Industry/Classification (Asset Management)
Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 30.48% 100% A+ 96% A
Dividend Return N/A N/A N/A N/A N/A
Total Return 30.48% 100% A+ 95% A
Trailing 12 Months  
Capital Gain 39.33% 98% A+ 95% A
Dividend Return N/A N/A N/A N/A N/A
Total Return 39.33% 98% A+ 95% A
Trailing 5 Years  
Capital Gain -2.16% 46% F 42% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -2.16% 15% F 35% F
Average Annual (5 Year Horizon)  
Capital Gain -0.76% 31% F 38% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -0.76% 14% F 36% F
Risk Return Profile  
Volatility (Standard Deviation) 39.28% 29% F 38% F
Risk Adjusted Return -1.93% 14% F 41% F
Market Capitalization 1.10B 77% C+ 71% C-
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 87%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Key Financial Ratios

  Ratio vs. Industry/Classification
(Asset Management)
Ratio vs. Market
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 78.71 3% F 12% F
Price/Book Ratio 2.86 16% F 33% F
Price / Cash Flow Ratio 29.81 4% F 11% F
EV/EBITDA 18.20 15% F 16% F
Management Effectiveness  
Return on Equity 5.84% 31% F 58% F
Return on Invested Capital 4.43% 43% F 61% D-
Return on Assets 2.72% 26% F 71% C-
Debt to Equity Ratio 161.91% 27% F 13% F
Technical Ratios  
Dividend Yield N/A N/A N/A N/A N/A
Short Ratio 4.20 32% F 42% F
Short Percent 4.51% 14% F 36% F
Beta 1.31 37% F 34% F
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Ratings

Target Price Action Rating Action Analyst Rating Price Date

No discussions yet

User / Independent Analyst Ratings

User Name Target Rating Target Horizon (Months) Target Price User Analysis Date Comment

Fundamental Analysis Breakdown

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

High Gross Profit to Asset Ratio

This stock is in the top quartile compared to its peers on Gross Profit to Asset Ratio. This is a popular measure among value investors for showing superior returns in the long run.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Poor return on equity

The company management has delivered below median return on equity in the most recent 4 quarters compared to its peers.

Poor capital utilization

The company management has delivered below median return on invested capital in the most recent 4 quarters compared to its peers.

Poor return on assets

The company management has delivered below median return on assets in the most recent 4 quarters compared to its peers.

Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Overpriced on free cash flow basis

The stock is trading high compared to its peers on a price to free cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.