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Upturn AI SWOT - About
Intapp Inc (INTA)
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Upturn Advisory Summary
06/30/2025: 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
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $69.12
1 Year Target Price $69.12
| 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 06/30/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 4.14B USD | Price to earnings Ratio - | 1Y Target Price 69.12 |
Price to earnings Ratio - | 1Y Target Price 69.12 | ||
Volume (30-day avg) 9 | Beta 0.81 | 52 Weeks Range 31.08 - 77.74 | Updated Date 06/30/2025 |
52 Weeks Range 31.08 - 77.74 | Updated Date 06/30/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.24 |
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 - | When - | Estimate - | Actual - |
Profitability
Profit Margin -3.78% | Operating Margin (TTM) -4.42% |
Management Effectiveness
Return on Assets (TTM) -1.9% | Return on Equity (TTM) -4.16% |
Valuation
Trailing PE - | Forward PE 49.02 | Enterprise Value 3831849868 | Price to Sales(TTM) 8.56 |
Enterprise Value 3831849868 | Price to Sales(TTM) 8.56 | ||
Enterprise Value to Revenue 7.93 | Enterprise Value to EBITDA -56.63 | Shares Outstanding 80955200 | Shares Floating 55914165 |
Shares Outstanding 80955200 | Shares Floating 55914165 | ||
Percent Insiders 9.02 | Percent Institutions 87.9 |
Analyst Ratings
Rating 3 | Target Price 69.12 | Buy 1 | Strong Buy 4 |
Buy 1 | Strong Buy 4 | ||
Hold 4 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Intapp Inc
Company Overview
History and Background
Intapp Inc. was founded in 2000. It provides cloud-based software solutions for the professional and financial services industries. Initially focused on risk management, it expanded its offerings to cover the entire client lifecycle.
Core Business Areas
- Solutions for Law Firms: Provides software for client intake, conflict management, risk management, timekeeping, billing, and experience management for law firms.
- Solutions for Accounting and Consulting Firms: Offers software for similar functions tailored to the needs of accounting and consulting firms, including financial performance and growth.
- Solutions for Investment Banks and Private Capital Firms: Provides solutions for deal management, origination, and marketing to investment banks and capital market firms.
Leadership and Structure
John Hall is the CEO. The company has a typical corporate structure with departments for sales, marketing, product development, engineering, finance, and customer success.
Top Products and Market Share
Key Offerings
- Intapp OnePlace: A suite of connected firm management solutions that integrates various aspects of operations. This product is a combination of CRM, risk management, and workflow solutions for Professional and Financial Service firms. It competes with Salesforce (CRM), Thomson Reuters Elite (Legal Practice Management), and several other smaller niche providers. Market share for integrated platform is estimated at around 20%.
- DealCloud: A deal and relationship management platform for investment banks, private equity firms, and other capital market participants. Market share is estimated at 30-35% in the deal management space, competing primarily with Affinity and Dynamo Software.
Market Dynamics
Industry Overview
The professional and financial services industry is increasingly adopting cloud-based software to improve efficiency, reduce risk, and enhance client service. The market is competitive and driven by compliance, regulatory changes, and client expectations.
Positioning
Intapp is positioned as a leading provider of specialized cloud software solutions for the professional and financial services industry, focusing on integrating various aspects of the client lifecycle. Their competitive advantage lies in their deep industry knowledge and integrated solutions.
Total Addressable Market (TAM)
The TAM for software solutions serving the professional and financial services industry is estimated to be in the tens of billions of dollars. Intapp is well-positioned to capture a significant share of this market by providing specialized solutions tailored to the needs of its target industries.
Upturn SWOT Analysis
Strengths
- Industry-Specific Expertise
- Integrated Solutions
- Strong Customer Relationships
- Cloud-Based Platform
- Strong brand reputation within targeted professional services
Weaknesses
- Limited Brand Awareness outside Target Sectors
- Pricing can be considered premium
- Integration complexity with legacy systems
- Reliance on specific market verticals
Opportunities
- Expanding Product Portfolio
- Geographic Expansion
- Strategic Partnerships
- Growing demand for cloud-based services
- Data analytics and AI integration
Threats
- Increased Competition
- Economic Downturn
- Cybersecurity Threats
- Regulatory Changes
- Changing Client Expectations
Competitors and Market Share
Key Competitors
- CRM - Salesforce (CRM)
- Thomson Reuters (TRI)
- Aderant
- Wolters Kluwer (WKL)
Competitive Landscape
Intapp has a strong position in the professional and financial services software market, leveraging its industry expertise and integrated solutions. They face competition from larger, more diversified software vendors and smaller niche players. They differentiate themselves with customized solutions.
Major Acquisitions
DealCloud
- Year: 2018
- Acquisition Price (USD millions): 0
- Strategic Rationale: Expanded Intapp's offerings into the capital markets sector and enhanced its deal management capabilities. The exact number wasn't disclosed. It was strategic due to DealCloud's deep foothold and strong relationships with top Private Equity firms and Investment banks
Growth Trajectory and Initiatives
Historical Growth: Historical growth trends are positive, driven by increasing adoption of cloud-based solutions in the professional and financial services industries.
Future Projections: Future growth is expected to continue, driven by new product offerings, geographic expansion, and strategic partnerships.
Recent Initiatives: Recent initiatives include expanding the Intapp OnePlace platform, investing in AI and data analytics, and focusing on customer success.
Summary
Intapp is a strong player in the professional services software space, leveraging its deep industry knowledge and integrated solutions. Their continued focus on cloud-based offerings and strategic acquisitions positions them for growth. They need to stay ahead of competitive pressures, especially from larger tech companies and maintain its high-value perception with its premium price structure.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Intapp's Website
- Industry Reports
- Financial Analyst Reports
- Press Releases
Disclaimers:
This analysis is based on publicly available information and general industry knowledge. Financial data and specific market share information may not be readily available or fully accurate. This is not 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 1235 | Website https://www.intapp.com |
Full time employees 1235 | 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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