- ISIN
- US0536041041
- CUSIP
- 03768F102
- Sector
- Technology
- Industry
- Software - Infrastructure
- IPO Date
- Jul 2, 2021
Highlights
- Market Cap
- $2.55B
- Enterprise Value
- $2.12B
- EPS (TTM)
- $0.20
- PE Ratio
- 55.68
- PEG Ratio
- 0.36
- Total Revenue (TTM)
- $443.68M
- Gross Profit (TTM)
- $326.90M
- EBITDA (TTM)
- $53.29M
- Year Range
- $8.84 - $19.95
- Target Price
- $17.33
- ROA (TTM)
- 6.35%
- ROE (TTM)
- 10.62%
Share Price Chart
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Performance
AVPT Performance Chart
AvePoint, Inc. (AVPT) is down 18.7% since the beginning of the year. At $11 per share, AVPT is trading 43.4% below its 52-week high of $20.
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Returns By Period
AvePoint, Inc. (AVPT) has returned -18.72% so far this year and -39.98% over the past 12 months.
AvePoint, Inc.
- 1D
- -2.00%
- 1M
- 10.58%
- YTD
- -18.72%
- 6M
- -11.66%
- 1Y
- -39.98%
- 3Y*
- 18.94%
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 0.13%
- 1M
- 5.25%
- YTD
- 11.16%
- 6M
- 11.43%
- 1Y
- 28.20%
- 3Y*
- 21.12%
- 5Y*
- 12.66%
- 10Y*
- 13.75%
AVPT Monthly Returns History
Based on dividend-adjusted daily data since Jul 2, 2021, AVPT's average daily return is +0.04%, while the average monthly return is +0.83%. At this rate, an investment would double in approximately 7.0 years.
Historically, 50% of months were positive and 50% were negative. The best month was May 2023 with a return of +52.3%, while the worst month was Nov 2021 at -25.9%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 6 months.
On a daily basis, AVPT closed higher 50% of trading days. The best single day was Nov 11, 2022 with a return of +17.7%, while the worst single day was Aug 8, 2025 at -18.1%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -16.27% | -7.31% | -11.78% | 2.52% | 11.90% | 3.48% | -18.72% | ||||||
| 2025 | 13.75% | -20.45% | -3.35% | 13.23% | 14.07% | 3.54% | -1.19% | -14.26% | -8.25% | -6.26% | -7.60% | 6.85% | -15.87% |
| 2024 | -6.21% | 3.90% | -1.00% | -1.89% | 16.09% | 15.52% | 4.61% | 5.96% | 1.90% | 3.14% | 45.39% | -6.46% | 101.10% |
| 2023 | 8.76% | 11.86% | -17.60% | 5.34% | 52.30% | -12.86% | 7.64% | 11.94% | -3.17% | 11.46% | 9.35% | 0.24% | 99.76% |
| 2022 | -6.36% | -4.24% | -6.74% | -6.84% | 19.39% | -25.81% | 15.90% | -6.96% | -14.32% | 8.98% | 8.01% | -12.92% | -34.66% |
| 2021 | -11.72% | -12.23% | -8.32% | 9.78% | -25.86% | -8.97% | -47.36% |
Benchmark Metrics
AvePoint, Inc. has an annualized alpha of -5.78%, beta of 1.23, and R2 of 0.20 versus S&P 500 Index. Calculated based on daily prices since July 06, 2021.
- This stock participated in 132.30% of S&P 500 Index downside but only 81.40% of its upside - more exposed to losses than it benefited from rallies.
- R2 of 0.20 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- -5.78%
- Beta
- 1.23
- R²
- 0.20
- Upside Capture
- 81.40%
- Downside Capture
- 132.30%
Return for Risk
Risk / Return Rank
AVPT ranks 10 for risk / return — in the bottom 10% of stocks on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for AvePoint, Inc. (AVPT) and compare them to S&P 500 Index.
| AVPT | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.89 | 2.39 | -3.27 |
Sortino ratioReturn per unit of downside risk | -1.11 | 3.25 | -4.36 |
Omega ratioGain probability vs. loss probability | 0.85 | 1.43 | -0.58 |
Calmar ratioReturn relative to maximum drawdown | -0.74 | 3.11 | -3.86 |
Martin ratioReturn relative to average drawdown | -1.19 | 14.38 | -15.57 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the AvePoint, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the AvePoint, Inc. was 69.96%, occurring on Oct 14, 2022. Recovery took 484 trading sessions.
The current AvePoint, Inc. drawdown is 43.52%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Bear market2022 | -69.96%Oct 2022 | 1y 3mo | 1y 11mo | 3y 2moJul 2021 - Sep 2024 |
2026 bear market2026 | -55.03%Apr 2026 | 11mo 1d | — | 1y 20dMay 2025 - now |
2025 selloff2025 | -32.66%Apr 2025 | 1mo 19d | 1mo 9d | 2mo 28dFeb 2025 - May 2025 |
2025 correction2025 | -14.24%Jan 2025 | 1mo 2d | 25d | 1mo 27dDec 2024 - Feb 2025 |
2024 pullback2024 | -6.16%Oct 2024 | 9d | 13d | 22dOct 2024 - Nov 2024 |
Drawdown Indicators
| AVPT | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.96% | -56.78% | -13.18% |
Max Drawdown (1Y)Largest decline over 1 year | -54.04% | -9.10% | -44.94% |
Max Drawdown (3Y)Largest decline over 3 years | -55.03% | -18.90% | -36.13% |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.43% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -43.52% | 0.00% | -43.52% |
Average DrawdownAverage peak-to-trough decline | -36.04% | -10.72% | -25.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 33.73% | 1.97% | +31.76% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of AvePoint, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how AvePoint, Inc. is priced in the market compared to other companies in the Software - Infrastructure industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for AVPT, comparing it with other companies in the Software - Infrastructure industry. Currently, AVPT has a P/E ratio of 55.7. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for AVPT compared to other companies in the Software - Infrastructure industry. AVPT currently has a PEG ratio of 0.4. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for AVPT relative to other companies in the Software - Infrastructure industry. Currently, AVPT has a P/S ratio of 5.8. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for AVPT in comparison with other companies in the Software - Infrastructure industry. Currently, AVPT has a P/B value of 5.8. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.
Income Statement
| TTM | |
|---|---|
Revenue | — |
Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | — |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
Total Operating Expenses | — |
Income | — |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |
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