| In millions, except per share items | Dec-31-22 | Dec-31-21 | Dec-31-20 | Dec-31-19 | Dec-31-18 | Dec-31-17 | Dec-31-16 | Dec-31-15 |
| | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K | 10-K |
| Revenues: |
| Wealth Management | | | | 508.0 | 373.2 | 348.6 | | |
| Tax Preparation | | | | | 187.3 | 160.9 | | 117.7 |
| Other | | | | 210.0 | | | | |
| Total revenues | 666.5 | 658.2 | 546.2 | 717.9 | 560.5 | 509.6 | 455.9 | 117.7 |
| Revenue growth [+] | 1.3% | 20.5% | -23.9% | 28.1% | 10.0% | 11.8% | 287.3% | 13.5% |
| Wealth Management | | | | 36.1% | 7.0% | | | |
| Tax Preparation | | | | | 16.4% | | | 13.5% |
| Cost of goods sold [+] | 444.9 | 466.5 | 388.1 | 362.8 | 263.8 | 246.1 | 223.2 | 21.3 |
| Amortization of intangibles | | | | | 0.1 | 0.2 | 0.8 | 7.5 |
| Gross profit | 221.6 | 191.7 | 158.1 | 355.2 | 296.6 | 263.5 | 232.7 | 96.4 |
| Gross margin | 33.2% | 29.1% | 29.0% | 49.5% | 52.9% | 51.7% | 51.0% | 81.9% |
| Selling, general and administrative [+] | 190.7 | 166.5 | 135.8 | 204.7 | 171.5 | 155.5 | 136.8 | 89.4 |
| Sales and marketing | 97.9 | 84.8 | 66.0 | 126.2 | 111.4 | 102.8 | 89.4 | 45.9 |
| General and administrative | 92.8 | 81.7 | 69.8 | 78.5 | 60.1 | 52.7 | 47.4 | 43.6 |
| Research and development | | | | | | | | |
| Other operating expenses | -468.9 | 30.6 | 5.7 | 30.9 | 19.2 | 19.6 | 17.8 | -2.4 |
| EBITDA [+] | 499.8 | -5.3 | 16.6 | 120.9 | 106.6 | 89.3 | 79.7 | 17.8 |
| EBITDA growth | -9464.2% | -132.2% | -86.3% | 13.4% | 19.4% | 12.1% | 348.0% | -33.6% |
| EBITDA margin | 75.0% | -0.8% | 3.0% | 16.8% | 19.0% | 17.5% | 17.5% | 15.1% |
| Depreciation | 11.9 | 9.0 | 6.8 | 6.9 | 5.1 | 4.3 | 5.4 | 9.8 |
| EBITA | 487.9 | -14.3 | 9.7 | 114.0 | 101.5 | 84.9 | 74.3 | 8.0 |
| EBITA margin | 73.2% | -2.2% | 1.8% | 15.9% | 18.1% | 16.7% | 16.3% | 6.8% |
| Amortization of intangibles | 25.9 | 28.3 | 29.7 | 37.4 | 33.5 | 33.8 | 33.3 | 12.8 |
| EBIT [+] | 462.0 | -42.6 | -20.0 | 76.7 | 68.0 | 51.1 | 41.0 | -4.8 |
| EBIT growth | -1183.5% | 113.2% | -126.1% | 12.8% | 32.9% | 24.8% | -952.7% | -204.4% |
| EBIT margin | 69.3% | -6.5% | -3.7% | 10.7% | 12.1% | 10.0% | 9.0% | -4.1% |
| Non-recurring items [+] | 473.4 | 10.4 | 301.7 | 76.7 | 0.3 | 3.1 | 3.9 | |
| Asset impairment | | | 270.6 | 50.9 | | | | |
| Interest expense, net [+] | | | | -0.4 | -0.3 | -0.1 | -0.1 | -0.6 |
| Interest expense | 0.2 | 0.0 | 0.0 | 19.0 | 15.6 | 21.2 | 32.4 | 9.0 |
| Interest income | | | | 0.4 | 0.3 | 0.1 | 0.1 | 0.6 |
| Other income (expense), net [+] | -0.3 | -0.4 | -4.7 | 1.7 | -0.5 | -23.5 | -7.4 | -4.1 |
| Other | -0.5 | -0.4 | -4.7 | | -15.8 | -44.6 | -39.8 | -12.5 |
| Pre-tax income | -11.8 | -53.5 | -326.4 | -16.9 | 51.9 | 3.5 | -2.7 | -17.3 |
| Income taxes | -14.9 | -10.0 | 41.7 | 65.1 | 0.3 | -25.9 | -1.3 | -4.6 |
| Tax rate | 126.4% | 18.6% | | | 0.6% | | 48.2% | 26.6% |
| Minority interest | | | | | 0.9 | 2.3 | 0.7 | |
| Earnings from continuing ops | 3.1 | -43.5 | -368.0 | -16.9 | 50.6 | 27.0 | -2.0 | -12.7 |
| Earnings from discontinued ops | 0.0 | 0.0 | 0.0 | | | | -63.1 | -27.3 |
| Net income | 420.2 | 7.8 | -342.8 | -16.9 | 50.6 | 27.0 | -65.2 | -40.1 |
| Net margin | 63.1% | 1.2% | -62.8% | -2.4% | 9.0% | 5.3% | -14.3% | -34.0% |
| |
| Basic EPS [+] | $0.07 | ($0.90) | ($7.67) | ($0.35) | $1.07 | $0.61 | ($0.05) | ($0.31) |
| Growth | -107.3% | -88.3% | 2090.0% | -132.8% | 75.3% | -1341.4% | -84.2% | 132.0% |
| Diluted EPS [+] | $0.06 | ($0.90) | ($7.67) | ($0.34) | $1.03 | $0.57 | ($0.05) | ($0.31) |
| Growth | -107.1% | -88.3% | 2136.2% | -133.5% | 79.0% | -1266.7% | -84.2% | 132.0% |
| |
| Shares outstanding (basic) [+] | 48.0 | 48.6 | 48.0 | 48.3 | 47.4 | 44.4 | 41.5 | 41.0 |
| Growth | -1.2% | 1.3% | -0.6% | 1.8% | 6.8% | 6.9% | 1.3% | -1.1% |
| Shares outstanding (diluted) [+] | 49.2 | 48.6 | 48.0 | 49.3 | 49.4 | 47.2 | 41.5 | 41.0 |
| Growth | 1.2% | 1.3% | -2.6% | -0.2% | 4.6% | 13.8% | 1.3% | -1.1% |
| |
| EBIT is a non-GAAP figure that excludes all non-recurring expenses: restructuring costs, asset impairments, IPR&D writeoffs, and other unusual charges. |