AVPT vs. EXE
AVPT (AvePoint, Inc.) and EXE (Expand Energy Corp) are both stocks. AVPT operates in Software - Infrastructure (Technology), while EXE operates in Oil & Gas E&P (Energy). Over the past 3 years, AVPT returned 21.64%/yr vs 6.27%/yr for EXE. At a 0.16 correlation, their price movements are largely independent.
Performance
AVPT vs. EXE - Performance Comparison
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Returns By Period
In the year-to-date period, AVPT achieves a -21.74% return, which is significantly lower than EXE's -18.63% return.
AVPT
- 1D
- 0.18%
- 1M
- 13.35%
- YTD
- -21.74%
- 6M
- -21.74%
- 1Y
- -42.67%
- 3Y*
- 21.64%
- 5Y*
- —
- 10Y*
- —
EXE
- 1D
- 1.95%
- 1M
- -6.62%
- YTD
- -18.63%
- 6M
- -20.38%
- 1Y
- -20.29%
- 3Y*
- 6.27%
- 5Y*
- 14.81%
- 10Y*
- —
AVPT vs. EXE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
AVPT AvePoint, Inc. | -21.74% | -15.87% | 101.10% | 99.76% | -34.66% | -47.80% |
EXE Expand Energy Corp | -18.63% | 14.35% | 33.18% | -14.77% | 62.34% | 21.15% |
Correlation
The correlation between AVPT and EXE is 0.03, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.03 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.13 |
Correlation (All Time) Calculated using the full available price history since Jul 2, 2021 | 0.16 |
The correlation between AVPT and EXE shifts across timeframes, from 0.03 (1 year) to 0.16 (all time), reflecting how their relationship changes across market environments.
Fundamentals
AVPT:
$2.46B
EXE:
$21.37M
AVPT:
$0.20
EXE:
$17.89
AVPT:
53.61
EXE:
4.96
AVPT:
5.63
EXE:
1.14
AVPT:
5.60
EXE:
0.00
AVPT:
$443.68M
EXE:
$14.10B
AVPT:
$326.90M
EXE:
$8.89B
AVPT:
$53.29M
EXE:
$7.00B
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Return for Risk
AVPT vs. EXE — Risk / Return Rank
AVPT
EXE
AVPT vs. EXE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AvePoint, Inc. (AVPT) and Expand Energy Corp (EXE). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AVPT | EXE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.30 | ||
| Sortino ratioReturn per unit of downside risk | -0.45 | ||
| Omega ratioGain probability vs. loss probability | 0.84 | 0.91 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | -0.80 | -0.72 | -0.08 |
| Martin ratioReturn relative to average drawdown | -1.26 | -1.31 | +0.05 |
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Drawdowns
AVPT vs. EXE - Drawdown Comparison
The maximum AVPT drawdown since its inception was -70.21%, which is greater than EXE's maximum drawdown of -29.69%. Use the drawdown chart below to compare losses from any high point for AVPT and EXE.
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Drawdown Indicators
| AVPT | EXE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.21% | -29.69% | -40.52% |
Max Drawdown (1Y)Largest decline over 1 year | -53.44% | -28.32% | -25.12% |
Max Drawdown (3Y)Largest decline over 3 years | -55.03% | -28.32% | -26.71% |
Max Drawdown (5Y)Largest decline over 5 years | — | -29.69% | — |
Current DrawdownCurrent decline from peak | -45.62% | -26.92% | -18.70% |
Average DrawdownAverage peak-to-trough decline | -36.39% | -10.98% | -25.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 33.96% | 15.50% | +18.46% |
Volatility
AVPT vs. EXE - Volatility Comparison
AvePoint, Inc. (AVPT) has a higher volatility of 11.69% compared to Expand Energy Corp (EXE) at 7.74%. This indicates that AVPT's price experiences larger fluctuations and is considered to be riskier than EXE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AVPT | EXE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.69% | 7.74% | +3.95% |
Volatility (6M)Calculated over the trailing 6-month period | 31.95% | 22.57% | +9.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 45.30% | 31.76% | +13.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 46.80% | 35.13% | +11.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 46.80% | 34.78% | +12.02% |
Dividends
AVPT vs. EXE - Dividend Comparison
AVPT has not paid dividends to shareholders, while EXE's dividend yield for the trailing twelve months is around 3.59%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
AVPT AvePoint, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
EXE Expand Energy Corp | 3.59% | 2.89% | 2.45% | 4.70% | 10.16% | 1.74% |
Financials
AVPT vs. EXE - Financials Comparison
This section allows you to compare key financial metrics between AvePoint, Inc. and Expand Energy Corp. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
AVPT vs. EXE - Profitability Comparison
AVPT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, AvePoint, Inc. reported a gross profit of 85.37M and revenue of 117.24M. Therefore, the gross margin over that period was 72.8%.
EXE - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Expand Energy Corp reported a gross profit of 3.71B and revenue of 4.40B. Therefore, the gross margin over that period was 84.3%.
AVPT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, AvePoint, Inc. reported an operating income of 12.73M and revenue of 117.24M, resulting in an operating margin of 10.9%.
EXE - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Expand Energy Corp reported an operating income of 1.53B and revenue of 4.40B, resulting in an operating margin of 34.8%.
AVPT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, AvePoint, Inc. reported a net income of 15.25M and revenue of 117.24M, resulting in a net margin of 13.0%.
EXE - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Expand Energy Corp reported a net income of 1.16B and revenue of 4.40B, resulting in a net margin of 26.4%.
Frequently Asked Questions
AVPT and EXE have a correlation of 0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AVPT has higher volatility (11.69%) compared to EXE (7.74%). In terms of maximum drawdown, AVPT dropped -70.21% vs EXE's -29.69%.
EXE currently has the higher Sharpe Ratio (-0.64 vs -0.94), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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