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

Performance

ENV vs. INTA - Performance Comparison

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

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Returns By Period


ENV

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)

ENV vs. INTA - Yearly Performance Comparison


2026 (YTD)20252024202320222021
ENV
Envestnet, Inc.
0.00%0.00%27.50%-19.74%-22.23%4.59%
INTA
Intapp, Inc.
-47.14%-28.51%68.57%52.45%-0.87%-10.14%

Correlation

The correlation between ENV and INTA is 0.24, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.14

Correlation (All Time)
Calculated using the full available price history since Jul 1, 2021

0.24

Fundamentals

Total Revenue (TTM)

ENV:

$1.34B

INTA:

$554.34M

Gross Profit (TTM)

ENV:

$911.20M

INTA:

$415.89M

EBITDA (TTM)

ENV:

-$92.97M

INTA:

-$30.20M

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Return for Risk

ENV vs. INTA — Risk / Return Rank

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

ENV

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.

ENV vs. INTA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Envestnet, Inc. (ENV) 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.

ENV vs. INTA - Sharpe Ratio Comparison


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Sharpe Ratios by Period


ENVINTADifference

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

ENV vs. INTA - Drawdown Comparison


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Drawdown Indicators


ENVINTADifference

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

ENV vs. INTA - Volatility Comparison


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Volatility by Period


ENVINTADifference

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

ENV vs. INTA - Dividend Comparison

Neither ENV nor INTA has paid dividends to shareholders.


Tickers have no history of dividend payments

Financials

ENV vs. INTA - Financials Comparison

This section allows you to compare key financial metrics between Envestnet, 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


0.00100.00M200.00M300.00M400.00M20222023202420252026
345.95M
146.04M
(ENV) Total Revenue
(INTA) Total Revenue
Values in USD except per share items

Frequently Asked Questions


ENV and INTA have a correlation of 0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Portfolio Optimizer

Find the right allocation for ENV and INTA

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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