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

Performance

INTA vs. ENV - Performance Comparison

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

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Returns By Period


INTA

1D
-0.53%
1M
-2.50%
YTD
-47.14%
6M
-43.86%
1Y
-58.41%
3Y*
-18.05%
5Y*
10Y*

ENV

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

INTA vs. ENV - Yearly Performance Comparison


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

Correlation

The correlation between INTA and ENV 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)

INTA:

$554.34M

ENV:

$1.34B

Gross Profit (TTM)

INTA:

$415.89M

ENV:

$911.20M

EBITDA (TTM)

INTA:

-$30.20M

ENV:

-$92.97M

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Return for Risk

INTA vs. ENV — Risk / Return Rank

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

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

ENV
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.

INTA vs. ENV - Risk-Adjusted Trends Comparison

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


INTAENVDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

0.79

Calmar ratioReturn relative to maximum drawdown

-0.87

Martin ratioReturn relative to average drawdown

-1.41

INTA vs. ENV - Sharpe Ratio Comparison


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Sharpe Ratios by Period


INTAENVDifference

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

INTA vs. ENV - Drawdown Comparison


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Drawdown Indicators


INTAENVDifference

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

INTA vs. ENV - Volatility Comparison


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Volatility by Period


INTAENVDifference

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

INTA vs. ENV - Dividend Comparison

Neither INTA nor ENV has paid dividends to shareholders.


Tickers have no history of dividend payments

Financials

INTA vs. ENV - Financials Comparison

This section allows you to compare key financial metrics between Intapp, Inc. and Envestnet, 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
146.04M
345.95M
(INTA) Total Revenue
(ENV) Total Revenue
Values in USD except per share items

Frequently Asked Questions


INTA and ENV 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.

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