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

Performance

OLO vs. AVDX - Performance Comparison

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

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Returns By Period


OLO

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

AVDX

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

OLO vs. AVDX - Yearly Performance Comparison


2025 (YTD)2024202320222021
OLO
Olo Inc.
33.59%34.27%-8.48%-69.97%-27.11%
AVDX
AvidXchange Holdings, Inc.
-3.29%-16.55%24.65%-34.00%-39.62%

Correlation

The correlation between OLO and AVDX is 0.44, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.44

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

0.46

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

0.49

Fundamentals

Market Cap

OLO:

$1.87B

AVDX:

$2.07B

EPS

OLO:

-$0.00

AVDX:

-$0.04

PS Ratio

OLO:

5.95

AVDX:

4.63

PB Ratio

OLO:

2.64

AVDX:

3.01

Total Revenue (TTM)

OLO:

$314.33M

AVDX:

$446.72M

Gross Profit (TTM)

OLO:

$167.55M

AVDX:

$323.96M

EBITDA (TTM)

OLO:

$16.56M

AVDX:

$36.84M

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Return for Risk

OLO vs. AVDX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Olo Inc. (OLO) and AvidXchange Holdings, Inc. (AVDX). 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.

OLO vs. AVDX - Sharpe Ratio Comparison


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Drawdowns

OLO vs. AVDX - Drawdown Comparison


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Volatility

OLO vs. AVDX - Volatility Comparison


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Dividends

OLO vs. AVDX - Dividend Comparison

Neither OLO nor AVDX has paid dividends to shareholders.


Tickers have no history of dividend payments

Financials

OLO vs. AVDX - Financials Comparison

This section allows you to compare key financial metrics between Olo Inc. and AvidXchange Holdings, 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


40.00M60.00M80.00M100.00M120.00MAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025April
85.72M
110.57M
(OLO) Total Revenue
(AVDX) Total Revenue
Values in USD except per share items

OLO vs. AVDX - Profitability Comparison

The chart below illustrates the profitability comparison between Olo Inc. and AvidXchange Holdings, 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%55.0%60.0%65.0%70.0%75.0%80.0%85.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025April
51.3%
72.0%
Portfolio components
OLO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Olo Inc. reported a gross profit of 43.93M and revenue of 85.72M. Therefore, the gross margin over that period was 51.3%.

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%.

OLO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Olo Inc. reported an operating income of -2.70M and revenue of 85.72M, resulting in an operating margin of -3.2%.

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%.

OLO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Olo Inc. reported a net income of 1.58M and revenue of 85.72M, resulting in a net margin of 1.8%.

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%.


Frequently Asked Questions


OLO and AVDX have a correlation of 0.44, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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