PortfoliosLab logoPortfoliosLab logo
INTA vs. OPFI
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

INTA vs. OPFI - Performance Comparison

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

Loading charts...

Returns By Period

In the year-to-date period, INTA achieves a -47.84% return, which is significantly lower than OPFI's -20.08% return.


INTA

1D
3.02%
1M
14.90%
YTD
-47.84%
6M
-44.39%
1Y
-55.30%
3Y*
-20.80%
5Y*
10Y*

OPFI

1D
0.72%
1M
-6.28%
YTD
-20.08%
6M
-24.62%
1Y
-31.53%
3Y*
57.77%
5Y*
-2.54%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

INTA vs. OPFI - Yearly Performance Comparison


2026 (YTD)20252024202320222021
INTA
Intapp, Inc.
-47.84%-28.51%68.57%52.45%-0.87%-0.36%
OPFI
OppFi Inc.
-20.08%40.87%56.02%149.76%-54.85%-55.53%

Correlation

The correlation between INTA and OPFI is 0.26, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.26

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

0.24

Correlation (All Time)
Calculated using the full available price history since Jun 30, 2021

0.24

Fundamentals

Market Cap

INTA:

$1.89B

OPFI:

$720.59M

EPS

INTA:

-$0.48

OPFI:

$1.59

PS Ratio

INTA:

3.45

OPFI:

0.64

PB Ratio

INTA:

5.89

OPFI:

9.52

Total Revenue (TTM)

INTA:

$554.34M

OPFI:

$544.08M

Gross Profit (TTM)

INTA:

$415.89M

OPFI:

$523.64M

EBITDA (TTM)

INTA:

-$30.20M

OPFI:

$148.42M

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

INTA vs. OPFI — 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: 55
Sharpe Ratio Rank
INTA Sortino Ratio Rank: 44
Sortino Ratio Rank
INTA Omega Ratio Rank: 66
Omega Ratio Rank
INTA Calmar Ratio Rank: 88
Calmar Ratio Rank
INTA Martin Ratio Rank: 77
Martin Ratio Rank

OPFI
OPFI Risk / Return Rank: 1616
Overall Rank
OPFI Sharpe Ratio Rank: 1212
Sharpe Ratio Rank
OPFI Sortino Ratio Rank: 1313
Sortino Ratio Rank
OPFI Omega Ratio Rank: 1515
Omega Ratio Rank
OPFI Calmar Ratio Rank: 1717
Calmar Ratio Rank
OPFI Martin Ratio Rank: 2222
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.

INTA vs. OPFI - Risk-Adjusted Trends Comparison

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


INTAOPFIDifference
Sharpe ratioReturn per unit of total volatility

-0.29

Sortino ratioReturn per unit of downside risk

-0.81

Omega ratioGain probability vs. loss probability

0.80

0.90

-0.09

Calmar ratioReturn relative to maximum drawdown

-0.88

-0.69

-0.19

Martin ratioReturn relative to average drawdown

-1.48

-1.02

-0.46

INTA vs. OPFI - Sharpe Ratio Comparison

The current INTA Sharpe Ratio is -1.02, which is lower than the OPFI Sharpe Ratio of -0.73. The chart below compares the historical Sharpe Ratios of INTA and OPFI, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Drawdowns

INTA vs. OPFI - Drawdown Comparison

The maximum INTA drawdown since its inception was -74.17%, smaller than the maximum OPFI drawdown of -84.60%. Use the drawdown chart below to compare losses from any high point for INTA and OPFI.


Loading charts...

Drawdown Indicators


INTAOPFIDifference

Max Drawdown

Largest peak-to-trough decline

-74.17%

-84.60%

+10.43%

Max Drawdown (1Y)

Largest decline over 1 year

-64.89%

-48.53%

-16.36%

Max Drawdown (3Y)

Largest decline over 3 years

-74.17%

-54.20%

-19.97%

Max Drawdown (5Y)

Largest decline over 5 years

-84.46%

Current Drawdown

Current decline from peak

-67.75%

-49.09%

-18.66%

Average Drawdown

Average peak-to-trough decline

-31.21%

-51.34%

+20.13%

Ulcer Index

Depth and duration of drawdowns from previous peaks

39.95%

32.89%

+7.06%

Volatility

INTA vs. OPFI - Volatility Comparison

Intapp, Inc. (INTA) has a higher volatility of 21.29% compared to OppFi Inc. (OPFI) at 13.95%. This indicates that INTA's price experiences larger fluctuations and is considered to be riskier than OPFI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


INTAOPFIDifference

Volatility (1M)

Calculated over the trailing 1-month period

21.29%

13.95%

+7.34%

Volatility (6M)

Calculated over the trailing 6-month period

47.58%

26.77%

+20.81%

Volatility (1Y)

Calculated over the trailing 1-year period

55.97%

46.73%

+9.24%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

54.69%

67.48%

-12.79%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

54.69%

64.21%

-9.52%

Dividends

INTA vs. OPFI - Dividend Comparison

Neither INTA nor OPFI has paid dividends to shareholders.


PositionTTM20252024
INTA
Intapp, Inc.
0.00%0.00%0.00%
OPFI
OppFi Inc.
0.00%2.39%1.57%

Financials

INTA vs. OPFI - Financials Comparison

This section allows you to compare key financial metrics between Intapp, Inc. and OppFi 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


60.00M80.00M100.00M120.00M140.00M160.00M20222023202420252026
146.04M
87.30M
(INTA) Total Revenue
(OPFI) Total Revenue
Values in USD except per share items

INTA vs. OPFI - Profitability Comparison

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

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

50.0%60.0%70.0%80.0%90.0%20222023202420252026
75.7%
82.7%
Portfolio components
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%.

OPFI - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, OppFi Inc. reported a gross profit of 72.17M and revenue of 87.30M. Therefore, the gross margin over that period was 82.7%.

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%.

OPFI - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, OppFi Inc. reported an operating income of 35.36M and revenue of 87.30M, resulting in an operating margin of 40.5%.

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%.

OPFI - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, OppFi Inc. reported a net income of 28.40M and revenue of 87.30M, resulting in a net margin of 32.5%.


Frequently Asked Questions


INTA and OPFI have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

INTA has higher volatility (21.29%) compared to OPFI (13.95%). In terms of maximum drawdown, INTA dropped -74.17% vs OPFI's -84.60%.

OPFI currently has the higher Sharpe Ratio (-0.73 vs -1.02), 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.

Portfolio Optimizer

Find the right allocation for INTA and OPFI

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

Open Portfolio Optimizer