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Upturn AI SWOT - About
Intapp Inc (INTA)
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Upturn Advisory Summary
08/14/2025: 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 $63.75
1 Year Target Price $63.75
| 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 08/14/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 3.36B USD | Price to earnings Ratio - | 1Y Target Price 63.75 |
Price to earnings Ratio - | 1Y Target Price 63.75 | ||
Volume (30-day avg) 9 | Beta 0.73 | 52 Weeks Range 35.51 - 77.74 | Updated Date 08/15/2025 |
52 Weeks Range 35.51 - 77.74 | Updated Date 08/15/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.23 |
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 2025-08-12 | When - | Estimate 0.2288 | Actual 0.27 |
Profitability
Profit Margin -3.61% | Operating Margin (TTM) -1.4% |
Management Effectiveness
Return on Assets (TTM) -1.87% | Return on Equity (TTM) -3.95% |
Valuation
Trailing PE - | Forward PE 37.17 | Enterprise Value 3060218802 | Price to Sales(TTM) 6.66 |
Enterprise Value 3060218802 | Price to Sales(TTM) 6.66 | ||
Enterprise Value to Revenue 6.07 | Enterprise Value to EBITDA -56.63 | Shares Outstanding 80955200 | Shares Floating 56005860 |
Shares Outstanding 80955200 | Shares Floating 56005860 | ||
Percent Insiders 9.18 | Percent Institutions 89.24 |
Upturn AI SWOT
Intapp Inc
Company Overview
History and Background
Intapp Inc. was founded in 2000. It has evolved from a time tracking and billing solution provider to a comprehensive cloud-based software provider for professional and financial service firms. Intapp has focused on serving the legal, accounting, consulting, private capital, and investment banking industries.
Core Business Areas
- Risk and Compliance: Provides solutions to manage conflicts of interest, client intake, and regulatory compliance.
- Client Lifecycle Management: Offers tools for business development, marketing automation, and client relationship management (CRM).
- Deal Management: Provides software for managing deal processes in investment banking and private capital markets.
- Data and Analytics: Offers data analytics tools to derive insights from firm data and improve decision-making.
Leadership and Structure
John Hall is the CEO of Intapp. The company has a typical hierarchical structure with departments focusing on sales, marketing, product development, customer success, and finance.
Top Products and Market Share
Key Offerings
- Intapp OnePlace: Intapp OnePlace is a cloud-based platform offering integrated solutions across risk, compliance, CRM, deal management, and data. Competitors include Salesforce, SAP, and specialized legal tech vendors. Market share data is not publicly available but it is among the leaders of CRM solutions for professional and financial service firms.
- Intapp Professional Services Platform: This is a suite of solutions for time tracking, billing, and expense management, designed specifically for professional services firms. Competitors include Deltek, Aderant, and Thomson Reuters Elite.
Market Dynamics
Industry Overview
The professional services and financial services industries are increasingly adopting cloud-based software to improve efficiency, compliance, and client engagement. Demand for data analytics and AI-powered solutions is growing.
Positioning
Intapp is positioned as a leading provider of cloud-based solutions tailored to the specific needs of professional and financial service firms. Its focus on these industries gives it a competitive advantage over horizontal software providers.
Total Addressable Market (TAM)
The TAM for software solutions in professional and financial services is estimated to be in the tens of billions of dollars globally. Intapp is well-positioned to capture a significant share of this market with its specialized offerings.
Upturn SWOT Analysis
Strengths
- Strong industry focus
- Comprehensive cloud-based platform
- Established customer base
- Deep domain expertise
- Integrated solutions
Weaknesses
- Reliance on specific industries
- Price Competitiveness with other solutions.
- Customer support is slow.
Opportunities
- Expanding into new geographic markets
- Developing new AI-powered solutions
- Acquiring complementary technologies
- Offering more tailored services to specific firms
Threats
- Increased competition from larger software vendors
- Economic downturn impacting professional services firms
- Cybersecurity risks and data privacy regulations
- Changes in industry regulations
Competitors and Market Share
Key Competitors
- ADSK
- CRM
- SAP
Competitive Landscape
Intapp's competitive advantage lies in its deep industry expertise and specialized solutions. Larger software vendors like Salesforce and SAP offer broader platforms but may not have the same level of industry focus. There are also many smaller vendors which specialize in one aspect of the services offered.
Major Acquisitions
DealCloud
- Year: 2018
- Acquisition Price (USD millions): 0
- Strategic Rationale: Expanded Intapp's deal management capabilities and strengthened its position in the private capital market.
Growth Trajectory and Initiatives
Historical Growth: Intapp has experienced significant growth in recent years due to the increasing adoption of cloud-based software in its target industries. The exact numbers are not publicly available.
Future Projections: Future growth is expected to be driven by continued adoption of cloud-based solutions and expansion into new markets and product areas. Information is not publicly available.
Recent Initiatives: Recent initiatives include expanding the Intapp OnePlace platform and investing in AI-powered solutions.
Summary
Intapp is a strong company with a focus on professional and financial services, positioning it well in a growing market. Its comprehensive cloud-based platform is a significant asset. It must look out for increased competition and economic factors influencing its target industries and make its pricing more competitive for smaller firms.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company website
- Industry reports
- Analyst estimates
- Press releases
- Publicly available information
Disclaimers:
The information provided is based on publicly available data and estimates. The analysis is for informational purposes only and does not constitute financial advice.
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 - | Website https://www.intapp.com |
Full time employees - | 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. Its solutions include DealCloud, a deal and relationship management solution that manages client relationships, prospective clients and investments, current engagements and deal processes, and operations and compliance activities; compliance solutions, 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 management software that accelerates billing, enhances realization, and experience for the firm's clients; collaboration solutions offers intelligent client-centric collaboration, seamless content governance, and client experiences leveraging Microsoft 365, Teams, and SharePoint; integration solutions that connects firm data into a single platform, tailored to the needs of professional, and financial services firms, as well as solutions that extend the value of our platform with third-party data; and Assist, that leverages the unique client data in the Intapp intelligent cloud and applies generative AI to power business development, reduce manual work, and help professionals make better-informed and faster decisions. The company also 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. The company sells its software on a subscription basis through a direct enterprise sales model. 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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