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Upturn AI SWOT - About
INLX 
Intellinetics Inc (INLX)
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Upturn Advisory Summary
08/29/2025: INLX (1-star) is currently NOT-A-BUY. Pass it for now.
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
1 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $14.5
1 Year Target Price $14.5
| 0 | Strong Buy |
| 1 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 49.58% | Avg. Invested days 35 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/29/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 50.17M USD | Price to earnings Ratio - | 1Y Target Price 14.5 |
Price to earnings Ratio - | 1Y Target Price 14.5 | ||
Volume (30-day avg) 1 | Beta 0.59 | 52 Weeks Range 8.74 - 16.50 | Updated Date 08/29/2025 |
52 Weeks Range 8.74 - 16.50 | Updated Date 08/29/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.42 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2025-08-13 | When - | Estimate -0.11 | Actual -0.13 |
Profitability
Profit Margin -10.17% | Operating Margin (TTM) -12.68% |
Management Effectiveness
Return on Assets (TTM) -5.22% | Return on Equity (TTM) -15.9% |
Valuation
Trailing PE - | Forward PE 158.73 | Enterprise Value 49949224 | Price to Sales(TTM) 2.93 |
Enterprise Value 49949224 | Price to Sales(TTM) 2.93 | ||
Enterprise Value to Revenue 2.92 | Enterprise Value to EBITDA 24.27 | Shares Outstanding 4479120 | Shares Floating 2746643 |
Shares Outstanding 4479120 | Shares Floating 2746643 | ||
Percent Insiders 38.68 | Percent Institutions 7.51 |
Upturn AI SWOT
Intellinetics Inc
Company Overview
History and Background
Intellinetics, Inc. (INLX) was founded in 2003. It provides document management and workflow automation solutions. The company initially focused on educational institutions and has since expanded to serve various industries. Significant milestones include developing proprietary software and expanding its service offerings.
Core Business Areas
- Document Management: Provides cloud-based and on-premise document management solutions allowing organizations to capture, store, retrieve, and manage documents electronically.
- Workflow Automation: Offers workflow automation tools to streamline business processes, reduce manual tasks, and improve efficiency.
- Education Solutions: Tailored solutions for schools and educational institutions focusing on document management and compliance.
Leadership and Structure
James F. McCarthy is the President and CEO. The company has a typical corporate structure with departments for sales, marketing, technology, and operations.
Top Products and Market Share
Key Offerings
- Intellivue: Cloud-based document management software. Market share is difficult to precisely determine as it's a fragmented market, but Intellinetics holds a small portion. Competitors include Laserfiche, DocuWare, and OpenText. Revenue from this product is not publicly disclosed specifically, but it's a significant portion of their total revenue. Users are generally businesses and educational institutions.
- Intellidact: Redaction software used to protect sensitive information within documents. Market share is estimated to be less than 5%. Major competitors include CaseWare Analytics and Microsoft. Revenue for this product is not disclosed separately. Users are typically in regulated industries such as government and healthcare.
Market Dynamics
Industry Overview
The document management and workflow automation industry is experiencing growth due to increasing digitization and the need for efficient business processes. The market is competitive, with many players offering a range of solutions.
Positioning
Intellinetics positions itself as a provider of affordable and user-friendly document management solutions, particularly targeting smaller to medium-sized organizations and educational institutions. Competitive advantages include its focus on niche markets and customer service.
Total Addressable Market (TAM)
The global document management market is estimated to be in the billions of dollars. Intellinetics, with its focus on specific niches, has a relatively small share of the overall TAM, but is positioned to grow within its target markets.
Upturn SWOT Analysis
Strengths
- Strong focus on specific niche markets
- User-friendly software solutions
- Good customer service reputation
- Cloud-based offerings
Weaknesses
- Limited brand recognition compared to larger competitors
- Smaller market share
- Dependence on a few key products
- Financial Instability
Opportunities
- Expansion into new geographic markets
- Development of new product features and integrations
- Increased demand for cloud-based solutions
- Strategic partnerships
Threats
- Intense competition from larger companies
- Rapid technological advancements
- Economic downturn affecting customer spending
- Data security breaches
Competitors and Market Share
Key Competitors
- DOCU
- OTEX
- LFGI
Competitive Landscape
Intellinetics faces competition from larger, more established companies. Intellinetics's advantage is its niche focus and competitive pricing, while its disadvantage is its smaller scale and limited resources.
Major Acquisitions
Graphic Sciences, Inc.
- Year: 2013
- Acquisition Price (USD millions):
- Strategic Rationale: Expanded its product line and customer base.
Growth Trajectory and Initiatives
Historical Growth: The company's growth has been moderate, driven by increased adoption of its software solutions.
Future Projections: Analyst estimates for future growth vary depending on the source. Some estimate continued moderate growth. Analyst estimates cannot be created at this time.
Recent Initiatives: Recent initiatives include new product launches, partnerships, and expansions into new markets. An initiative is the growth of the intellidact product and other redaction softwares.
Summary
Intellinetics shows promise in the niche markets it serves, particularly within the document management field. While the company has demonstrated revenue growth, profitability remains a concern. The increasing demand for cloud-based solutions and workflow automation tools presents significant opportunities for the company. However, Intellinetics must overcome strong competition and limited resources to capitalize on these opportunities and achieve sustainable growth.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings (SEC.gov)
- Industry reports
- Company website
Disclaimers:
This analysis is based on publicly available information and is not financial advice. Market conditions and company performance are subject to change. Market share numbers are rough estimations based on available public information and market reports.
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 Intellinetics Inc
Exchange NYSE MKT | Headquaters Columbus, OH, United States | ||
IPO Launch date 2015-03-10 | President, CEO & Director Mr. James F. DeSocio | ||
Sector Technology | Industry Software - Application | Full time employees 143 | Website https://www.intellinetics.com |
Full time employees 143 | Website https://www.intellinetics.com | ||
Intellinetics, Inc. designs, develops, tests, markets, and licenses document services and software solutions in the United States. It operates through two segments, Document Management and Document Conversion. The company's software platform allows its customers to capture and manage documents across operations, such as scanned hard-copy documents and digital documents, including Microsoft Office 365, digital images, audio, videos, and emails. Its flagship software suite includes IntelliCloud platform that comprises image processing modules, accounts payable lifecycle automation, records management, workflow, and extended components; and YellowFolder, a specialized content management software solution for the K-12 education market. The company also provides installation, integration, training, and consulting services; ongoing software maintenance and customer support services; and digital scanning, microfilm and microfiche conversion, box storage, and repair and maintenance services, as well as long-term paper and microfilm storage, and retrieval option services. In addition, it offers business process outsourcing services. The company sells its products to resellers and directly to customers; and provides access to its software solutions as a service through the Internet. It serves businesses; state, county, and municipal governments; and healthcare, K-12 education, public safety, other public sector, risk management, financial services, and others. The company was formerly known as GlobalWise Investments, Inc. and changed its name to Intellinetics, Inc. in September 2014. Intellinetics, Inc. was founded in 1996 and is headquartered in Columbus, Ohio.
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