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AvePoint, Inc. (AVPT)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US0536041041

CUSIP

03768F102

IPO Date

Jul 2, 2021

Highlights

Market Cap

$3.76B

EPS (TTM)

-$0.13

Total Revenue (TTM)

$349.01M

Gross Profit (TTM)

$263.03M

EBITDA (TTM)

$17.86M

Year Range

$8.87 - $20.25

Target Price

$20.29

Short %

4.47%

Short Ratio

6.23

Share Price Chart


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AvePoint, Inc.

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Performance

Performance Chart


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S&P 500

Returns By Period

AvePoint, Inc. (AVPT) returned 12.96% year-to-date (YTD) and 106.31% over the past 12 months.


AVPT

YTD

12.96%

1M

14.07%

6M

5.67%

1Y

106.31%

3Y*

47.18%

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

0.51%

1M

6.15%

6M

-2.00%

1Y

12.92%

3Y*

12.68%

5Y*

14.19%

10Y*

10.85%

*Annualized

Monthly Returns

The table below presents the monthly returns of AVPT, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202513.75%-20.45%-3.35%13.23%14.07%12.96%
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%
20238.76%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%
Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 95, AVPT is among the top 5% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of AVPT is 9595
Overall Rank
The Sharpe Ratio Rank of AVPT is 9898
Sharpe Ratio Rank
The Sortino Ratio Rank of AVPT is 9595
Sortino Ratio Rank
The Omega Ratio Rank of AVPT is 9494
Omega Ratio Rank
The Calmar Ratio Rank of AVPT is 9797
Calmar Ratio Rank
The Martin Ratio Rank of AVPT is 9393
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for AvePoint, Inc. (AVPT) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

AvePoint, Inc. Sharpe ratios as of May 31, 2025 (values are recalculated daily):

  • 1-Year: 2.58
  • All Time: 0.26

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of AvePoint, Inc. compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.


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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

Dividend History


AvePoint, Inc. doesn't pay dividends

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 6.70%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-69.96%Jul 6, 2021324Oct 14, 2022484Sep 19, 2024808
-32.66%Feb 14, 202535Apr 4, 202526May 13, 202561
-14.24%Dec 9, 202422Jan 10, 202516Feb 4, 202538
-9.4%May 14, 20257May 22, 2025
-6.16%Oct 14, 20248Oct 23, 20249Nov 5, 202417
Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

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.


Annual
Quarterly

0.0

Earnings Per Share

The chart presents the Earnings Per Share (EPS) performance of AvePoint, Inc., comparing actual results with analytics estimates. In the past quarter, the company did not meet analyst expectations for EPS, resulting in a surprise of -13.5%.


-3.00-2.00-1.000.0020212022202320242025
0.05
0.05
Actual
Estimate

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.


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 10.8. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.

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 10.5. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.

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

Values in undefined except per share items