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AVDX vs. INTA
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

AVDX vs. INTA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AvidXchange Holdings, Inc. (AVDX) and Intapp, Inc. (INTA). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


AVDX

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*

INTA

1D
-0.53%
1M
-2.50%
YTD
-47.14%
6M
-43.86%
1Y
-58.41%
3Y*
-18.05%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

AVDX vs. INTA - Yearly Performance Comparison


2026 (YTD)20252024202320222021
AVDX
AvidXchange Holdings, Inc.
0.00%-3.29%-16.55%24.65%-34.00%-39.62%
INTA
Intapp, Inc.
-47.14%-28.51%68.57%52.45%-0.87%2.44%

Correlation

The correlation between AVDX and INTA is 0.12, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.12

Correlation (3Y)
Calculated over the trailing 3-year period

0.23

Correlation (All Time)
Calculated using the full available price history since Oct 14, 2021

0.33

Over the past year, the correlation between AVDX and INTA has dropped to 0.12 - well below their long-term average of 0.33, suggesting their price drivers have been diverging.

Fundamentals

Market Cap

AVDX:

$2.07B

INTA:

$1.91B

EPS

AVDX:

-$0.04

INTA:

-$0.48

PS Ratio

AVDX:

4.63

INTA:

3.49

PB Ratio

AVDX:

3.01

INTA:

5.97

Total Revenue (TTM)

AVDX:

$446.72M

INTA:

$554.34M

Gross Profit (TTM)

AVDX:

$323.96M

INTA:

$415.89M

EBITDA (TTM)

AVDX:

$36.84M

INTA:

-$30.20M

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Return for Risk

AVDX vs. INTA — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AVDX

INTA
INTA Risk / Return Rank: 66
Overall Rank
INTA Sharpe Ratio Rank: 44
Sharpe Ratio Rank
INTA Sortino Ratio Rank: 33
Sortino Ratio Rank
INTA Omega Ratio Rank: 55
Omega Ratio Rank
INTA Calmar Ratio Rank: 88
Calmar Ratio Rank
INTA Martin Ratio Rank: 88
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AVDX vs. INTA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for AvidXchange Holdings, Inc. (AVDX) and Intapp, Inc. (INTA). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

AVDX vs. INTA - Sharpe Ratio Comparison


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Sharpe Ratios by Period


AVDXINTADifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-1.05

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.05

Drawdowns

AVDX vs. INTA - Drawdown Comparison


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Drawdown Indicators


AVDXINTADifference

Max Drawdown

Largest peak-to-trough decline

-74.17%

Max Drawdown (1Y)

Largest decline over 1 year

-67.17%

Max Drawdown (3Y)

Largest decline over 3 years

-74.17%

Current Drawdown

Current decline from peak

-67.31%

Average Drawdown

Average peak-to-trough decline

-31.11%

Ulcer Index

Depth and duration of drawdowns from previous peaks

41.43%

Volatility

AVDX vs. INTA - Volatility Comparison


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Volatility by Period


AVDXINTADifference

Volatility (1M)

Calculated over the trailing 1-month period

22.95%

Volatility (6M)

Calculated over the trailing 6-month period

47.43%

Volatility (1Y)

Calculated over the trailing 1-year period

55.94%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

54.55%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

54.55%

Dividends

AVDX vs. INTA - Dividend Comparison

Neither AVDX nor INTA has paid dividends to shareholders.


Tickers have no history of dividend payments

Financials

AVDX vs. INTA - Financials Comparison

This section allows you to compare key financial metrics between AvidXchange Holdings, Inc. and Intapp, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


60.00M80.00M100.00M120.00M140.00M20222023202420252026
110.57M
146.04M
(AVDX) Total Revenue
(INTA) Total Revenue
Values in USD except per share items

AVDX vs. INTA - Profitability Comparison

The chart below illustrates the profitability comparison between AvidXchange Holdings, Inc. and Intapp, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

60.0%65.0%70.0%75.0%20222023202420252026
72.0%
75.7%
Portfolio components
AVDX - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, AvidXchange Holdings, Inc. reported a gross profit of 79.62M and revenue of 110.57M. Therefore, the gross margin over that period was 72.0%.

INTA - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Intapp, Inc. reported a gross profit of 110.51M and revenue of 146.04M. Therefore, the gross margin over that period was 75.7%.

AVDX - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, AvidXchange Holdings, Inc. reported an operating income of -12.41M and revenue of 110.57M, resulting in an operating margin of -11.2%.

INTA - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Intapp, Inc. reported an operating income of -14.25M and revenue of 146.04M, resulting in an operating margin of -9.8%.

AVDX - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, AvidXchange Holdings, Inc. reported a net income of -9.46M and revenue of 110.57M, resulting in a net margin of -8.6%.

INTA - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Intapp, Inc. reported a net income of -15.50M and revenue of 146.04M, resulting in a net margin of -10.6%.


Frequently Asked Questions


AVDX and INTA have a correlation of 0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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