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Upturn AI SWOT - About
INLX 
Intellinetics Inc (INLX)
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Upturn Advisory Summary
10/14/2025: INLX (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
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 42.78% | Avg. Invested days 33 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/14/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 49.72M 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 0.3 | 52 Weeks Range 8.74 - 16.50 | Updated Date 10/17/2025 |
52 Weeks Range 8.74 - 16.50 | Updated Date 10/17/2025 | ||
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 - | When - | Estimate - | Actual - |
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 50397136 | Price to Sales(TTM) 2.9 |
Enterprise Value 50397136 | Price to Sales(TTM) 2.9 | ||
Enterprise Value to Revenue 2.94 | Enterprise Value to EBITDA 24.27 | Shares Outstanding 4479123 | Shares Floating 2905249 |
Shares Outstanding 4479123 | Shares Floating 2905249 | ||
Percent Insiders 38.68 | Percent Institutions 7.51 |
Upturn AI SWOT
Intellinetics Inc
Company Overview
History and Background
Intellinetics, Inc. (INLX) was founded in 1994. It provides document management and workflow automation solutions, primarily to the education, healthcare, and government sectors. The company's evolution has focused on transitioning from physical document storage to cloud-based software services.
Core Business Areas
- Software as a Service (SaaS): Provides cloud-based document management and workflow automation software solutions. This includes document scanning, storage, retrieval, and process automation.
- Professional Services: Offers consulting, implementation, and training services to help clients integrate and utilize the Intellinetics platform effectively.
- Hardware Sales: Sells document scanners and related hardware to support clients' digitization efforts.
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: A cloud-based document management platform that provides document storage, retrieval, workflow automation, and compliance features. Intellinetics primarily competes with Laserfiche, Hyland OnBase, and OpenText. Market share data for Intellivue specifically is not readily available, but Intellinetics is a smaller player in the overall document management market.
Market Dynamics
Industry Overview
The document management industry is experiencing growth due to increasing digitization trends, regulatory compliance requirements, and the need for efficient business processes. Cloud-based solutions are becoming more prevalent.
Positioning
Intellinetics positions itself as a provider of affordable and scalable document management solutions, targeting smaller to mid-sized organizations, and specializes in specific vertical markets.
Total Addressable Market (TAM)
The global document management system market is estimated to reach approximately $7.25 billion by 2029. Intellinetics is positioned to capture a share of this market by focusing on specific niches and offering competitive pricing.
Upturn SWOT Analysis
Strengths
- Niche market focus (education, healthcare, government)
- Cloud-based solutions
- Scalable platform
- Strong customer relationships
Weaknesses
- Smaller market share compared to larger competitors
- Limited brand recognition
- Dependence on specific vertical markets
- Limited resources for marketing and sales
Opportunities
- Expanding cloud adoption
- Increasing regulatory compliance requirements
- Growing demand for workflow automation
- Potential for strategic partnerships
Threats
- Competition from larger document management vendors
- Economic downturn
- Rapid technological changes
- Data security and privacy concerns
Competitors and Market Share
Key Competitors
- LFIS
- Hyland (Private Company)
- OpenText (OTEX.TO)
Competitive Landscape
Intellinetics operates in a competitive market dominated by larger players. Its competitive advantage lies in its niche market focus and competitive pricing, though it must compete with larger players offering a wider range of capabilities.
Growth Trajectory and Initiatives
Historical Growth: Intellinetics has demonstrated growth, particularly with the transition to SaaS-based revenue, although overall growth is reliant on the company being able to close deals.
Future Projections: Future growth projections depend on the company's ability to acquire new customers, expand its product offerings, and capitalize on market trends. Analyst estimates will vary.
Recent Initiatives: Recent initiatives have included focusing on sales and marketing to grow the SAAS business. Please refer to sec filings for additional information.
Summary
Intellinetics is a small player in the document management market with a focus on niche verticals. The company is shifting toward a SAAS business model, which should result in growth as the business develops. Intellinetics struggles against competitors with more resources and wider brand recognition, however the company is looking for strategic partnerships that should increase deal volume.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Intellinetics Investor Relations
- SEC Filings
- Industry Reports
- Market Analysis
Disclaimers:
This analysis is based on publicly available information and is not financial advice. Market conditions and company performance can change rapidly. Consult with a financial professional 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 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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