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Intapp Inc (INTA)
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Upturn Advisory Summary
11/07/2025: INTA (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
9 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $57.12
1 Year Target Price $57.12
| 4 | Strong Buy |
| 1 | Buy |
| 4 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -21.16% | Avg. Invested days 27 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/07/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 3.12B USD | Price to earnings Ratio - | 1Y Target Price 57.12 |
Price to earnings Ratio - | 1Y Target Price 57.12 | ||
Volume (30-day avg) 9 | Beta 0.7 | 52 Weeks Range 35.51 - 77.74 | Updated Date 11/9/2025 |
52 Weeks Range 35.51 - 77.74 | Updated Date 11/9/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.35 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-11-03 | When After Market | Estimate 0.19 | Actual 0.24 |
Profitability
Profit Margin -5.35% | Operating Margin (TTM) -10.03% |
Management Effectiveness
Return on Assets (TTM) -2.69% | Return on Equity (TTM) -6.04% |
Valuation
Trailing PE - | Forward PE 35.59 | Enterprise Value 2966454992 | Price to Sales(TTM) 5.96 |
Enterprise Value 2966454992 | Price to Sales(TTM) 5.96 | ||
Enterprise Value to Revenue 5.88 | Enterprise Value to EBITDA -56.63 | Shares Outstanding 81926481 | Shares Floating 56719341 |
Shares Outstanding 81926481 | Shares Floating 56719341 | ||
Percent Insiders 9.54 | Percent Institutions 89.53 |
Upturn AI SWOT
Intapp Inc
Company Overview
History and Background
Intapp, founded in 2000, provides cloud-based software solutions for professional and financial services firms. It helps firms improve operational efficiency, manage risk, and drive revenue. Intapp has grown through organic development and strategic acquisitions, focusing on providing tailored solutions for specific industry verticals.
Core Business Areas
- Risk and Compliance: Provides software solutions to help firms manage risk, compliance, and conflicts of interest, ensuring adherence to regulatory requirements and internal policies.
- Client Lifecycle Management: Offers solutions for managing client relationships, from initial engagement to ongoing service delivery, including CRM, experience management, and relationship intelligence.
- Deal Management: Provides deal and project management software designed to streamline and automate workflows related to transactions, projects and engagements.
- Time and Billing: Provides time tracking and billing solutions for professional services firms. This helps firms accurately track time spent on projects, generate invoices, and manage revenue.
Leadership and Structure
John Hall is the CEO of Intapp. The company has a traditional corporate structure with departments covering sales, marketing, product development, finance, and customer success. Leadership includes Executive Vice Presidents and Senior Vice Presidents in charge of different business lines.
Top Products and Market Share
Key Offerings
- Intapp OnePlace: A suite of cloud-based solutions including Risk and Compliance, Client Lifecycle Management, and Deal Management. Intapp has a significant market share in legal-specific CRM and risk management. Competitors include Salesforce, SAP, and various niche providers.
- Intapp Time: A time tracking and billing solution for professional services firms. It offers features such as time entry, expense tracking, and invoice generation. Intapp is considered a leader in this segment, competing with companies like Deltek and Replicon.
Market Dynamics
Industry Overview
The market for software solutions for professional and financial services firms is growing, driven by increasing regulatory complexity, the need for greater operational efficiency, and demand for enhanced client service. Cloud-based solutions are gaining traction as firms seek scalable and cost-effective technology.
Positioning
Intapp is positioned as a leading provider of industry-specific software solutions for professional and financial services firms. Its competitive advantage lies in its deep understanding of the industry, its comprehensive suite of solutions, and its strong customer relationships.
Total Addressable Market (TAM)
The TAM for professional and financial services software is estimated to be in the tens of billions of dollars globally. Intapp is well-positioned to capture a significant portion of this market with its focused solutions.
Upturn SWOT Analysis
Strengths
- Strong industry expertise
- Comprehensive suite of solutions
- Cloud-based platform
- Established customer base
- Strong partner network
Weaknesses
- Integration complexity with existing systems
- Higher cost of subscription
- Dependence on professional service industries for growth
Opportunities
- Expansion into new industry verticals
- Increased adoption of cloud-based solutions
- Growing demand for risk management software
- Strategic acquisitions of complementary technologies
- Further development of AI and automation features
Threats
- Intensified competition from larger software vendors
- Economic downturn impacting professional services firms
- Rapid technological advancements
- Changing regulatory landscape
- Data security breaches
Competitors and Market Share
Key Competitors
- MSFT
- CRM
- SAP
Competitive Landscape
Intapp competes with larger software vendors like Microsoft and Salesforce, as well as niche providers. Its advantage lies in its industry-specific focus and comprehensive suite of solutions.
Major Acquisitions
DealCloud
- Year: 2018
- Acquisition Price (USD millions): 0
- Strategic Rationale: Expanded Intapp's deal management capabilities and broadened its customer base in the financial services industry. (Amount not publicly disclosed)
Reputation.com
- Year: 2023
- Acquisition Price (USD millions): 0
- Strategic Rationale: Reputation.com's platform helps companies manage and improve their online presence. Intapp will integrate Reputation.com's features into its OnePlace platform. (Amount not publicly disclosed)
Growth Trajectory and Initiatives
Historical Growth: Intapp has experienced strong growth through organic development and strategic acquisitions. The company has expanded its product portfolio and customer base over the past several years.
Future Projections: Future growth projections are not publicly available. Thoma Bravo will likely seek to accelerate growth through strategic investments and acquisitions.
Recent Initiatives: Recent initiatives include expanding its cloud platform, investing in artificial intelligence and automation, and developing new solutions for specific industry verticals.
Summary
Intapp is a leading provider of software solutions for professional and financial services firms, known for its industry-specific focus and comprehensive suite of products. Its strengths include strong industry expertise and a cloud-based platform, however, integration complexity can be an issue. The company has opportunities to expand into new verticals and leverage emerging technologies, but faces threats from larger competitors and economic downturns. After acquisition by Thoma Bravo, its financial outlook will be closely watched.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Intapp.com
- Crunchbase.com
- Various industry reports and analyses
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Financial data may not be completely up-to-date due to the company being private.
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 Intapp Inc
Exchange NASDAQ | Headquaters Palo Alto, CA, United States | ||
IPO Launch date 2021-06-30 | Chairman & CEO Mr. John T. Hall | ||
Sector Technology | Industry Software - Application | Full time employees 1336 | Website https://www.intapp.com |
Full time employees 1336 | Website https://www.intapp.com | ||
Intapp, Inc., through its subsidiary, Integration Appliance, Inc., provides AI-powered solutions in the United States, the United Kingdom, and internationally. It provides DealCloud that manages client relationships, prospective clients and investments, current engagements, as well as provides customer relationship management, deal management, experience management, and relationship intelligence solutions. The company also offers compliance products that help firms thoroughly evaluate new business, onboard clients quickly, and monitor relationships for risk throughout their business lifecycle; time solutions provides AI-enabled software solutions includes time capture, enhances billing, and facilitates compliance with client requirements. In addition, it provides collaboration products offers intelligent client-centric teamwork with Microsoft 365, Teams, and SharePoint; unified system for managing emails, documents, chats, and tasks; and Assist, an AI-driven transformation that integrate advanced machine learning and natural language processing into Intapp products, such as Intapp DealCloud and Intapp Terms, as well as streamlines critical workflows, enhances decision-making, and delivers measurable results. Further, the company operates technology platforms, such as cloud-based architecture, low-code configurability and personalized UX, applied AI, and industry-specific data architecture. It serves private capital, investment banking, legal, accounting, and consulting firms, and real assets. The company was formerly known as LegalApp Holdings, Inc. and changed its name to Intapp, Inc. in February 2021. Intapp, Inc. was founded in 2000 and is headquartered in Palo Alto, California.
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