AVLR:NYE-Avalara, Inc (USD)

COMMON STOCK | Software—Application | NYE

Last Closing Price

USD 134.45

Change

0.00 (0.00)%

Market Cap

USD 10.54B

Volume

0.93M

Average Target Price

USD 120.42 (-10.43%)
Average Analyst Rating

Verdict

Fundamental Analysis

Verdict

About

Avalara, Inc., together with its subsidiaries, provides cloud-based solutions for transaction tax compliance worldwide. The company offers a suite of compliance solutions that enable businesses to address the complexity of transaction tax compliance; process transactions in real time; produce detailed records of transaction tax determinations; and reduce errors, audit exposure, and total transaction tax compliance costs. The company's solutions include AvaTax, a solution for determining sales tax in the United States; Avalara Returns for tax return preparation, filing, and remittance; and Avalara Compliance Document Management solution, which creates, validates, stores, and manages sales tax exemption and reseller certificates. It also provides professional services, including nexus studies and analysis, voluntary compliance initiatives, tax registrations, and specialized tax research; MatrixMaster, a product taxability database for retail operations; Avalara CloudConnect, a hardware device for processing and storing transactions on-site for regularly scheduled uploads to AvaTax; Avalara Licensing, an online platform for business licenses and sales tax registrations; VAT Expert, a Web-based solution that checks the validity of customer and supplier value-added tax (VAT) numbers and provides VAT determinations in the form of invoices; and Brazilian tax compliance solutions that address the Brazilian transaction tax regimes through electronic compliance report validation, electronic invoice authentication and preparation, tax determination, and returns preparation; and Avalara Item Classification, a solution that addresses the process of assigning proper country-specific Harmonized System codes to products. The company was formerly known as Advantage Solutions, Inc. and changed its name to Avalara, Inc. in December 2005. Avalara, Inc. was incorporated in 1999 and is headquartered in Seattle, Washington.

Technical Indicators

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2020-08-02 )

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ETFs Containing AVLR

Symbol Name Weight Mer Price(Change) Market Cap
FXL First Trust Technology Al.. 2.41 % 0.61 %

N/A

USD2.06B
FHQ-F:CA FT AlphaDEX U.S. Technolo.. 2.35 % 0.70 %

N/A

N/A
FHQ:CA FT AlphaDEX U.S. Technolo.. 2.35 % 0.70 %

N/A

USD0.06B
FNY First Trust Mid Cap Growt.. 1.04 % 0.70 %

N/A

USD0.29B
XSW SPDR S&P Software & Servi.. 0.73 % 0.35 %

N/A

USD0.24B
FNX First Trust Mid Cap Core .. 0.52 % 0.61 %

N/A

USD0.60B
SCHA Schwab U.S. Small-Cap ETF 0.37 % 0.04 %

N/A

USD9.21B

Market Performance

  Market Performance vs.
Industry/Classification (Software—Application)
Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 83.55% 91% A- 97% A+
Dividend Return N/A N/A N/A N/A N/A
Total Return 83.55% 91% A- 97% A+
Trailing 12 Months  
Capital Gain 66.60% 82% B- 95% A
Dividend Return 0.83% 29% F 17% F
Total Return 67.44% 82% B- 95% A
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 45.27% 79% C+ 97% A+
Dividend Return 0.52% 43% F 8% F
Total Return 45.78% 79% C+ 97% A+
Risk Return Profile  
Volatility (Standard Deviation) 51.02% 16% F 6% F
Risk Adjusted Return 89.73% 42% F 72% C-
Market Capitalization 10.54B 70% C- 85% B
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
(Software—Application)
Ratio vs. Market
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio N/A N/A N/A N/A N/A
Price/Book Ratio 20.41 26% F 4% F
Price / Cash Flow Ratio 471.00 7% F 1% F
EV/EBITDA N/A N/A N/A N/A N/A
Management Effectiveness  
Return on Equity -17.09% 50% F 16% F
Return on Invested Capital -19.83% 32% F 5% F
Return on Assets -6.75% 32% F 6% F
Debt to Equity Ratio N/A N/A N/A N/A N/A
Technical Ratios  
Short Ratio 3.96 52% F 22% F
Short Percent 6.36% 56% F 47% F
Beta 0.88 82% B- 64% D
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.

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 total returns

The company has under performed its peers on annual average total returns in the past 5 years.

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.

Low Earnings Growth

This stock has shown below median earnings growth in the previous 5 years compared to its sector