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.

Type
Public
HQ
Bellevue, US
Founded
1996
Size (employees)
476 (est)
Blucora was founded in 1996 and is headquartered in Bellevue, US
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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 $509.56 m in FY, 2017
USD

Revenue (FY, 2017)

509.6 m

Gross profit (FY, 2017)

263.5 m

Gross profit margin (FY, 2017), %

51.7%

Net income (FY, 2017)

29.4 m

EBIT (FY, 2017)

48 m

Market capitalization (23-Apr-2018)

1.2 b

Cash (31-Dec-2017)

60 m

EV

1.5 b
Blucora's current market capitalization is $1.2 b.
Annual
USDFY, 2014FY, 2015FY, 2016FY, 2017

Revenue

580.7 m117.7 m455.9 m509.6 m

Revenue growth, %

1%(80%)287%

Cost of goods sold

320.5 m13.7 m223.2 m246.1 m

Gross profit

260.2 m104 m232.7 m263.5 m
Quarterly
USDQ3, 2013Q1, 2014Q2, 2014Q3, 2014Q1, 2015Q2, 2015Q3, 2015

Revenue

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, %

33%55%44%34%
Annual
usdY, 2009Y, 2010Y, 2011Y, 2012Y, 2013FY, 2014FY, 2015FY, 2016FY, 2017

Cash

83.8 m155.6 m81.9 m68.3 m130.2 m46.4 m55.5 m51.7 m60 m

Accounts Receivable

8.3 m3.3 m24.4 m4 m

Inventories

28.8 m29.2 m

Current Assets

428.7 m378.3 m340.7 m97.8 m99.4 m
Quarterly
USDQ3, 2013Q1, 2014Q2, 2014Q3, 2014

Cash

97.8 m142.8 m69.8 m60.2 m

Accounts Receivable

8.9 m4.6 m3.9 m4.1 m

Inventories

26.6 m29.5 m30.6 m27.8 m

Current Assets

337.7 m427.9 m357.4 m353.1 m
Annual
usdFY, 2013FY, 2014FY, 2015FY, 2016FY, 2017

Net Income

24.4 m(35.5 m)(40.1 m)(64.5 m)29.4 m

Depreciation and Amortization

16.1 m23.6 m1.5 m3.9 m

Inventories

(1.3 m)(420 k)(493 k)3.7 m

Accounts Payable

12.3 m(23.5 m)369 k(153 k)(123 k)
Quarterly
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

Inventories

30.6 m27.8 m(4.8 m)

Accounts Payable

43.3 m42.9 m2.7 m
USDY, 2017

EV/EBIT

31.5 x

Revenue/Employee

1.1 m

Financial Leverage

1.9 x
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Blucora Operating Metrics

Q1, 2013FY, 2013Q1, 2014FY, 2014Q1, 2015Q2, 2015Q3, 2015Q4, 2015FY, 2015Q1, 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$42.70 b

Advisory Assets Under Management (Wealth Management)

$9.55 b$9.86 b$9.90 b$9.40 b$9.69 b$9.69 b$9.59 b$9.81 b$10.20 b$10.40 b$10.40 b$11.09 b$11.55 b$11.98 b

Advisors (Wealth Management)

4.52 k4.56 k4.58 k4.63 k4.60 k4.60 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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