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Upturn AI SWOT - About
AvidXchange Holdings Inc (AVDX)
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Upturn Advisory Summary
10/14/2025: 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 $9.75
1 Year Target Price $9.75
| 1 | Strong Buy |
| 0 | Buy |
| 11 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -11.34% | Avg. Invested days 49 | 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 10/14/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 2.08B USD | Price to earnings Ratio - | 1Y Target Price 9.75 |
Price to earnings Ratio - | 1Y Target Price 9.75 | ||
Volume (30-day avg) 12 | Beta 1.2 | 52 Weeks Range 6.61 - 11.68 | Updated Date 11/3/2025 |
52 Weeks Range 6.61 - 11.68 | Updated Date 11/3/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.04 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2025-11-05 | When - | Estimate 0.0718 | Actual - |
Profitability
Profit Margin -1.8% | Operating Margin (TTM) -5.44% |
Management Effectiveness
Return on Assets (TTM) -0.21% | Return on Equity (TTM) -1.17% |
Valuation
Trailing PE - | Forward PE 37.88 | Enterprise Value 1736241579 | Price to Sales(TTM) 4.65 |
Enterprise Value 1736241579 | Price to Sales(TTM) 4.65 | ||
Enterprise Value to Revenue 3.89 | Enterprise Value to EBITDA 47.13 | Shares Outstanding 207698753 | Shares Floating 194958511 |
Shares Outstanding 207698753 | Shares Floating 194958511 | ||
Percent Insiders 14.7 | Percent Institutions 82.28 |
Upturn AI SWOT
AvidXchange Holdings Inc
Company Overview
History and Background
AvidXchange was founded in 2000. Initially focused on automating invoice processing for mid-market companies, it has expanded to offer a comprehensive suite of accounts payable (AP) automation solutions. It went public in 2021.
Core Business Areas
- Accounts Payable Automation Software: AvidXchange offers cloud-based software solutions for automating invoice capture, workflow, payment processing, and reconciliation.
- Payment Solutions: The company provides various payment methods, including virtual credit cards, ACH, and check services, streamlining the payment process for clients.
- Financial Services: The company also offers financial service products to help facilitate the AP process.
Leadership and Structure
Michael Praeger is the CEO. The company has a typical corporate structure with departments for sales, marketing, technology, finance, and customer service.
Top Products and Market Share
Key Offerings
- AvidInvoice: Automates invoice capture and workflow. Competitors include Bill.com, Tipalti, and Coupa. No specific market share data available. Revenue contribution is significant but not disclosable by product.
- AvidPay: Streamlines payment processing through various methods. Competitors include Bill.com, Tipalti, and Coupa. No specific market share data available. Revenue contribution is significant but not disclosable by product.
- Strongroom Pay: A comprehensive payments automation platform. Competitors include Bill.com, Tipalti, and Coupa. No specific market share data available. Revenue contribution is significant but not disclosable by product.
Market Dynamics
Industry Overview
The AP automation market is growing rapidly, driven by increasing digitization, the need for greater efficiency, and enhanced security in financial processes. Cloud-based solutions are gaining popularity.
Positioning
AvidXchange is a leading player in the mid-market AP automation space, differentiating itself through its comprehensive suite of solutions and focus on specific industries. Competitive advantages include a large supplier network and integration capabilities.
Total Addressable Market (TAM)
The estimated TAM for AP automation is substantial, projected to reach billions of dollars. AvidXchange is positioned to capture a significant portion of this market through its targeted solutions and strategic partnerships.
Upturn SWOT Analysis
Strengths
- Comprehensive AP automation platform
- Strong supplier network
- Industry-specific solutions
- Scalable cloud-based technology
- Experienced management team
Weaknesses
- Profitability challenges
- High sales and marketing expenses
- Reliance on strategic partnerships
- Integration complexities with legacy systems
Opportunities
- Expansion into new industries
- Increased adoption of cloud-based solutions
- Strategic acquisitions
- Development of new product offerings
- Further penetration of existing customer base
Threats
- Intense competition
- Economic downturn
- Cybersecurity risks
- Changes in regulations
- Technological advancements by competitors
Competitors and Market Share
Key Competitors
- BILL
- COUP
- ADBE
Competitive Landscape
AvidXchange faces intense competition from established players and emerging startups. The company's strengths lie in its industry-specific solutions and strong supplier network. Weaknesses include profitability challenges and integration complexities.
Major Acquisitions
Core Associates
- Year: 2021
- Acquisition Price (USD millions): 150
- Strategic Rationale: Expanded AvidXchange's construction industry capabilities and customer base.
Growth Trajectory and Initiatives
Historical Growth: AvidXchange has experienced significant revenue growth in recent years, driven by increased adoption of AP automation solutions.
Future Projections: Analysts project continued revenue growth for AvidXchange, driven by market trends and the company's strategic initiatives.
Recent Initiatives: Recent initiatives include product enhancements, strategic partnerships, and expansion into new markets.
Summary
AvidXchange is a prominent player in the growing AP automation market with a comprehensive platform and strong supplier network. Its profitability remains a challenge. The company should continue to capitalize on market opportunities while navigating competitive pressures and economic uncertainties. Strategic partnerships and targeted acquisitions can further enhance its position.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company filings
- Analyst reports
- Industry publications
- Company website
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market share data is estimated and may not be precise.
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. As of October 15, 2025, AvidXchange Holdings, Inc. was taken private.
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