BCOR:NSD-Blucora, Inc (USD)

COMMON STOCK | Asset Management | NSD

Last Closing Price

USD 8.82

Change

0.00 (0.00)%

Market Cap

USD 0.42B

Volume

0.25M

Average Target Price

USD 16.67 (+88.96%)
Average Analyst Rating

Verdict

Fundamental Analysis

Verdict

About

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, gift cards, retirement investment accounts, 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 Irving, Texas. Address: 6333 State Highway 161, Irving, TX, United States, 75038

Technical Indicators

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2020-09-26 )

Largest Industry Peers for Asset Management

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ARCC Ares Capital Corporation

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HLNE Hamilton Lane Incorporated

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GBDC Golub Capital BDC, Inc

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PSEC Prospect Capital Corporation

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CSQ Calamos Strategic Total Return..

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VCTR Victory Capital Holdings, Inc

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USD1.11B 7.28 6.66

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 -66.26% 3% F 4% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -66.26% 3% F 4% F
Trailing 12 Months  
Capital Gain -60.04% 9% F 7% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -60.04% 4% F 7% F
Trailing 5 Years  
Capital Gain -34.57% 34% F 29% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -34.57% 16% F 26% F
Average Annual (5 Year Horizon)  
Capital Gain 33.32% N/A N/A 86% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 33.32% N/A N/A 86% B
Risk Return Profile  
Volatility (Standard Deviation) 67.73% N/A N/A 15% F
Risk Adjusted Return 49.19% N/A N/A 70% C-
Market Capitalization 0.42B 67% D+ 57% 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%

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 14.49 48% F 58% F
Price/Book Ratio 1.11 30% F 69% D+
Price / Cash Flow Ratio 4.57 39% F 46% F
EV/EBITDA 21.04 21% F 34% F
Management Effectiveness  
Return on Equity -57.25% 6% F 22% F
Return on Invested Capital 6.83% 61% D- 68% D+
Return on Assets 0.68% 14% F 53% F
Debt to Equity Ratio 59.28% 68% D+ 38% F
Technical Ratios  
Short Ratio 2.93 37% F 53% F
Short Percent 4.72% 12% F 41% F
Beta 1.17 67% D+ 47% 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 Rating

Target Price Action Rating Action Analyst Rating Price Date

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:
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.

Superior Earnings Growth

This stock has shown top quartile earnings growth in the previous 5 years compared to its sector.

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:
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 assets

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

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.