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Upturn AI SWOT - About
AvidXchange Holdings Inc (AVDX)
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Upturn Advisory Summary
07/03/2025: AVDX (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
12 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $10
1 Year Target Price $10
| 1 | Strong Buy |
| 0 | Buy |
| 11 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -12.67% | Avg. Invested days 37 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/03/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 2.03B USD | Price to earnings Ratio - | 1Y Target Price 10 |
Price to earnings Ratio - | 1Y Target Price 10 | ||
Volume (30-day avg) 12 | Beta 1.22 | 52 Weeks Range 6.61 - 12.93 | Updated Date 07/4/2025 |
52 Weeks Range 6.61 - 12.93 | Updated Date 07/4/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) - |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 0.42% | Operating Margin (TTM) -5.14% |
Management Effectiveness
Return on Assets (TTM) -0.15% | Return on Equity (TTM) 0.27% |
Valuation
Trailing PE - | Forward PE 37.74 | Enterprise Value 1713168562 | Price to Sales(TTM) 4.61 |
Enterprise Value 1713168562 | Price to Sales(TTM) 4.61 | ||
Enterprise Value to Revenue 3.88 | Enterprise Value to EBITDA 34.7 | Shares Outstanding 206446000 | Shares Floating 177855280 |
Shares Outstanding 206446000 | Shares Floating 177855280 | ||
Percent Insiders 15.08 | Percent Institutions 78.77 |
Upturn AI SWOT
AvidXchange Holdings Inc
Company Overview
History and Background
AvidXchange was founded in 2000. It began as an accounts payable automation solution for middle market companies. Over the years, it expanded its platform and services through organic growth and strategic acquisitions, becoming a leading provider of AP automation software.
Core Business Areas
- Accounts Payable Automation Software: AvidXchange provides a cloud-based platform that automates the accounts payable process, from invoice capture and approval to payment execution and reconciliation.
- Payment Solutions: The company offers various payment methods, including virtual cards, ACH, and checks, enabling businesses to streamline their payment workflows.
- Supplier Network: AvidXchange operates a large supplier network, connecting buyers and suppliers to facilitate electronic invoice exchange and payment processing.
Leadership and Structure
Michael Praeger is the Co-Founder and CEO. The organizational structure includes departments such as Sales, Marketing, Engineering, Finance, and Operations, supporting the core business functions.
Top Products and Market Share
Key Offerings
- AvidPay Direct: A payment automation solution allowing businesses to make payments directly to suppliers electronically, increasing efficiency and security. Competitors include Bill.com and Coupa. Market share data is proprietary, but it's a significant revenue driver for AvidXchange.
- Invoice Accelerator: A solution designed to expedite invoice processing and approval workflows, reducing cycle times. Competitors include Tipalti and Stampli. Market share data is proprietary, but is a strong compliment to AvidPay Direct.
Market Dynamics
Industry Overview
The accounts payable automation market is growing rapidly, driven by the increasing adoption of cloud-based solutions and the need for businesses to improve efficiency and reduce costs. Fintech is increasingly important in this space.
Positioning
AvidXchange is a leading player in the AP automation market, focusing on mid-market companies. Its competitive advantages include its comprehensive platform, large supplier network, and strong customer relationships.
Total Addressable Market (TAM)
The TAM for AP automation is estimated to be in the tens of billions of dollars globally. AvidXchange is positioned to capture a significant share of this market by focusing on the middle market segment.
Upturn SWOT Analysis
Strengths
- Comprehensive AP automation platform
- Large and growing supplier network
- Strong customer relationships
- Scalable cloud-based infrastructure
- Experienced management team
Weaknesses
- Reliance on a large number of payment methods
- Competition from larger, more established players
- Integration complexities with existing ERP systems
- Dependence on third party providers
- Profitability challenges
Opportunities
- Expanding into new geographic markets
- Developing new products and services
- Acquiring complementary businesses
- Leveraging artificial intelligence and machine learning
- Partnerships with ERP vendors
Threats
- Increasing competition
- Economic downturn
- Changes in regulatory requirements
- Cybersecurity risks
- Technological advancements that disrupt the market
Competitors and Market Share
Key Competitors
- BILL
- COUP
- ADBE
- INTU
Competitive Landscape
AvidXchange competes with both large, established players and smaller, niche providers. Its advantages include its focus on mid-market companies and its comprehensive platform. Its disadvantages include its smaller size and profitability challenges.
Major Acquisitions
Core Associates
- Year: 2021
- Acquisition Price (USD millions): 150
- Strategic Rationale: Expanded AvidXchange's construction vertical offering by acquiring a leading provider of construction-specific AP automation software.
Growth Trajectory and Initiatives
Historical Growth: AvidXchange has experienced rapid revenue growth in recent years, driven by increased adoption of its AP automation platform.
Future Projections: Analysts project continued revenue growth for AvidXchange, driven by the increasing demand for AP automation solutions. Profitability is expected to improve over time.
Recent Initiatives: Recent initiatives include expanding partnerships with ERP vendors, launching new products and services, and investing in sales and marketing.
Summary
AvidXchange is a growing company in the AP automation space with a solid platform and supplier network. Profitability is a concern, but revenue is growing. They need to watch out for increased competition. The company has had strategic growth through acquisitions and partnerships and is well-positioned in the market.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings (SEC)
- Analyst Reports
- Industry Research
- Company Website
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market data is subject to change. Consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About AvidXchange Holdings Inc
Exchange NASDAQ | Headquaters Charlotte, NC, United States | ||
IPO Launch date 2021-10-13 | Co-Founder, Chairman & CEO Mr. Michael Praeger | ||
Sector Technology | Industry Software - Infrastructure | Full time employees 1600 | Website https://www.avidxchange.com |
Full time employees 1600 | Website https://www.avidxchange.com | ||
AvidXchange Holdings, Inc. provides accounts payable (AP) automation software and payment solutions for middle market businesses and their suppliers in the United States. The company offers AP automation software, a SaaS-based solution that automates and digitizes capture, review, approval, and payment of invoices for buyers; the AvidPay network that connects two-sided payments with buyers and suppliers; and the AvidXchange Supplier Hub, which provides supplier insights to cash flow, tools for in-network invoices and payments, and early payment feature. Its platform offers electronic invoice capture, workflow routing, and automated payments solutions. It serves real estate, community association management, construction, financial services, healthcare facilities, social services, education, hospitality, and media sectors through direct salesforces; strategic channel partnerships; and software and technology business partners. AvidXchange Holdings, Inc. was incorporated in 2000 and is headquartered in Charlotte, North Carolina.
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