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Upturn AI SWOT - About
AvidXchange Holdings Inc (AVDX)
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Upturn Advisory Summary
08/28/2025: 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 $9.83
1 Year Target Price $9.83
| 1 | Strong Buy |
| 0 | Buy |
| 11 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -11.96% | Avg. Invested days 43 | 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 08/28/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 2.06B USD | Price to earnings Ratio - | 1Y Target Price 9.83 |
Price to earnings Ratio - | 1Y Target Price 9.83 | ||
Volume (30-day avg) 12 | Beta 1.2 | 52 Weeks Range 6.61 - 11.68 | Updated Date 08/29/2025 |
52 Weeks Range 6.61 - 11.68 | Updated Date 08/29/2025 | ||
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 2025-08-07 | When - | Estimate 0.06 | Actual 0.05 |
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 41.15 | Enterprise Value 1730010617 | Price to Sales(TTM) 4.62 |
Enterprise Value 1730010617 | Price to Sales(TTM) 4.62 | ||
Enterprise Value to Revenue 3.87 | Enterprise Value to EBITDA 46.97 | Shares Outstanding 207699008 | Shares Floating 189591576 |
Shares Outstanding 207699008 | Shares Floating 189591576 | ||
Percent Insiders 14.7 | Percent Institutions 78.89 |
Upturn AI SWOT
AvidXchange Holdings Inc
Company Overview
History and Background
AvidXchange was founded in 2000 and is headquartered in Charlotte, North Carolina. It has grown through organic expansion and strategic acquisitions to become a leading provider of accounts payable (AP) automation solutions.
Core Business Areas
- Middle Market & Enterprise: Provides cloud-based AP automation software and payment solutions tailored for middle market and enterprise businesses.
- Real Estate: Offer solutions specifically for the real estate industry to automate accounts payable processes for property management companies.
- Healthcare: Offer solutions specifically for the Healthcare industry to automate accounts payable processes for hospitals, medical groups and other healthcare provider organizations.
Leadership and Structure
Michael Praeger serves as CEO. The company has a typical corporate structure with various departments including sales, marketing, product development, and finance.
Top Products and Market Share
Key Offerings
- AvidPay: Automates invoice payments with virtual card, ACH, or check. Competitors include Bill.com (BILL), Coupa (COUP), and Tipalti. AvidPay processes a significant portion of the payments through its network, leading to revenue through interchange fees and subscriptions.
- AvidInvoice: Automates invoice capture and workflow approval. Competitors include Basware, SAP Ariba, and Oracle NetSuite. This software is a subscription based service and allows for a streamlined AP process
- AvidUtility: Offers cloud-based platform and service managing utility bill spend with features such as cost allocation, energy efficiency metrics, and detailed reporting
Market Dynamics
Industry Overview
The AP automation market is growing due to increasing digitization and need for efficiency. Businesses are seeking to streamline financial operations, reduce errors, and improve visibility.
Positioning
AvidXchange is a key player in the middle market and enterprise AP automation space with a focus on specialized industries such as Real Estate, Healthcare. It competes with both larger ERP vendors and specialized AP automation providers.
Total Addressable Market (TAM)
The Total Addressable Market is estimated to be in the tens of billions of dollars. AvidXchange is positioned to capture more market share with its focus on specific segments.
Upturn SWOT Analysis
Strengths
- Strong industry expertise
- Scalable cloud-based platform
- Integrated payment solutions
- Extensive partner network
Weaknesses
- Reliance on partner integrations
- Competitive pricing pressures
- Customer concentration risk
- High sales and marketing expenses
Opportunities
- Expansion into new verticals
- Increased adoption of AP automation
- Strategic acquisitions
- Integration with other financial systems
Threats
- Intense competition
- Changing regulatory landscape
- Economic downturn
- Data security breaches
Competitors and Market Share
Key Competitors
- BILL
- COUP
- ADBE
Competitive Landscape
AvidXchange competes on product features, pricing, and industry expertise. Advantages could include a strong partner network and integrated payment solutions. Disadvantages could include competitive pricing pressures and the need to continually innovate.
Major Acquisitions
Bottomline Technologies
- Year: 2022
- Acquisition Price (USD millions): 2600
- Strategic Rationale: This acquisition aimed to expand its market position and customer base in the financial technology sector, offering a broader suite of payment and automation solutions.
Growth Trajectory and Initiatives
Historical Growth: AvidXchange has grown through organic sales and acquisitions. The growth rate would be assessed by reviewing their revenue over the past few years.
Future Projections: Analyst estimates project continued growth in revenue driven by increased adoption of AP automation. Projections can be found at stock ticker websites such as Yahoo Finance and Market Watch.
Recent Initiatives: Recent initiatives typically include product enhancements, partnerships, and sales expansion.
Summary
AvidXchange is a notable player in the AP automation space and is well-positioned to capitalize on increased business need for efficiency and digitized processes. A strong partner network and tailored solutions for certain verticals are working well for AvidXchange. It needs to remain competitive and be aware of the macroeconomic threats.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- Analyst Reports
- Industry Publications
- SEC Filings (when available)
Disclaimers:
This analysis is based on publicly available information and is for informational purposes only. It is not financial advice. Market share percentages are estimates.
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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