Blucora is a provider of technology-enabled financial solutions to consumers, small business owners and tax professionals. The Company operates through the Wealth Management and Tax Preparation segments. The Wealth Management segment consists of HD Vest, which provides financial advisors with an integrated platform of brokerage, investment advisory and insurance services to assist in making each financial advisor a financial service center for his/her clients The Tax Preparation segment provides digital do-it-yourself tax preparation solutions for consumers, small business owners and tax professionals.

Company Growth (employees)
Bellevue, US
Size (employees)
476 (est)
Blucora was founded in 1996 and is headquartered in Bellevue, US

Blucora Office Locations

Blucora has offices in Bellevue, Irving and Cedar Rapids
Bellevue, US (HQ)
800 10900 NE 8th St
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Blucora Financials and Metrics

Blucora Financials

Blucora's revenue was reported to be $455.9 m in FY, 2016 which is a 287% increase from the previous period.

Revenue (FY, 2016)

455.9 m

Revenue growth (FY, 2015 - FY, 2016), %


Gross profit (FY, 2016)

232.7 m

Gross profit margin (FY, 2016), %


Net income (FY, 2016)

(64.5 m)

EBIT (FY, 2016)

37.1 m

Market capitalization (22-Dec-2017)

1 b

Cash (31-Dec-2016)

51.7 m
Blucora's current market capitalization is $1 b.
USDFY, 2014FY, 2015FY, 2016


580.7 m117.7 m455.9 m

Revenue growth, %


Cost of goods sold

320.5 m13.7 m223.2 m

Gross profit

260.2 m104 m232.7 m
USDQ3, 2013Q1, 2014Q2, 2014Q3, 2014Q1, 2015Q2, 2015Q3, 2015


124.1 m216.2 m141.6 m114.9 m

Cost of goods sold

83.6 m96.3 m79.4 m75.4 m

Gross profit

40.6 m119.9 m62.2 m39.5 m

Gross profit Margin, %

USDY, 2009Y, 2010Y, 2011Y, 2012Y, 2013FY, 2014FY, 2015FY, 2016


83.8 m155.6 m81.9 m68.3 m130.2 m46.4 m55.5 m51.7 m

Accounts Receivable

8.3 m3.3 m24.4 m4 m


28.8 m29.2 m

Current Assets

428.7 m378.3 m340.7 m97.8 m
USDQ3, 2013Q1, 2014Q2, 2014Q3, 2014


97.8 m142.8 m69.8 m60.2 m

Accounts Receivable

8.9 m4.6 m3.9 m4.1 m


26.6 m29.5 m30.6 m27.8 m

Current Assets

337.7 m427.9 m357.4 m353.1 m
USDFY, 2013FY, 2014FY, 2015FY, 2016

Net Income

24.4 m(35.5 m)(40.1 m)(64.5 m)

Depreciation and Amortization

16.1 m23.6 m1.5 m3.9 m

Accounts Receivable

(9.9 m)17 m(1.9 m)(2.3 m)


(1.3 m)(420 k)(493 k)3.7 m
USDQ3, 2013Q1, 2014Q2, 2014Q3, 2014Q1, 2015Q2, 2015Q3, 2015

Net Income

(6.5 m)26 m8.7 m(2.2 m)23.1 m27.4 m16.7 m

Depreciation and Amortization

4.9 m6.6 m6.9 m7.2 m

Accounts Receivable

3.9 m4.1 m(1.6 m)


30.6 m27.8 m(4.8 m)
USDY, 2016


590.6 k

Financial Leverage

2.5 x
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Blucora Operating Metrics

Q1, 2013FY, 2013Q1, 2014FY, 2014FY, 2014Q1, 2015Q2, 2015Q3, 2015Q4, 2015FY, 2015Q1, 2016May, 2016Q2, 2016Q3, 2016Q4, 2016FY, 2016Q1, 2017Q2, 2017Q3, 2017

Total Assets Under Administration (Wealth Management)

$37.13 b$37.79 b$37.84 b$35.63 b$36.57 b$36.57 b$36.51 b$37.23 b$38.48 b$38.66 b$38.66 b$40.42 b$41.43 b$42.7 b

Advisory Assets Under Management (Wealth Management)

$9.55 b$9.86 b$9.9 b$9.4 b$9.69 b$9.69 b$9.59 b$9.81 b$10.2 b$10.4 b$10.4 b$11.09 b$11.55 b$11.98 b

Advisors (Wealth Management)

4.52 k4.56 k4.58 k4.63 k4.6 k4.6 k4.58 k4.56 k4.57 k4.47 k4.47 k4.43 k4.43 k4.39 k

E-files (Tax Preparation)

4.16 m5.47 m4.36 m5.47 m5.38 m5.01 m7 m4.42 m4.39 m
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Blucora Market Value History

Blucora Revenue Breakdown

Blucora's Web-traffic and Trends

Blucora Online and Social Media Presence

Blucora Company Life and Culture

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