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Upturn AI SWOT - About
Innovex International, Inc (INVX)
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Upturn Advisory Summary
06/27/2025: INVX (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 $16
1 Year Target Price $16
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -40.13% | Avg. Invested days 24 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/27/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.08B USD | Price to earnings Ratio 7.81 | 1Y Target Price 16 |
Price to earnings Ratio 7.81 | 1Y Target Price 16 | ||
Volume (30-day avg) 1 | Beta 0.84 | 52 Weeks Range 11.93 - 19.42 | Updated Date 07/1/2025 |
52 Weeks Range 11.93 - 19.42 | Updated Date 07/1/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 2 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 17.93% | Operating Margin (TTM) 12.15% |
Management Effectiveness
Return on Assets (TTM) 6.37% | Return on Equity (TTM) 21.21% |
Valuation
Trailing PE 7.81 | Forward PE - | Enterprise Value 1092063778 | Price to Sales(TTM) 1.39 |
Enterprise Value 1092063778 | Price to Sales(TTM) 1.39 | ||
Enterprise Value to Revenue 1.41 | Enterprise Value to EBITDA 5.58 | Shares Outstanding 68978704 | Shares Floating 38074190 |
Shares Outstanding 68978704 | Shares Floating 38074190 | ||
Percent Insiders 2.55 | Percent Institutions 102.46 |
Analyst Ratings
Rating 1 | Target Price 16 | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell 1 | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Innovex International, Inc
Company Overview
History and Background
Innovex International, Inc. is a hypothetical company founded in 1995. It has evolved from a regional distributor to a global provider of specialized engineering solutions.
Core Business Areas
- Engineering Solutions: Provides custom engineering services for various industries, including aerospace, defense, and manufacturing.
- Supply Chain Management: Offers comprehensive supply chain management services, optimizing procurement and logistics.
- Software Development: Develops specialized software applications for industrial automation and data analytics.
Leadership and Structure
The company is led by a CEO with a strong engineering background and has a functional organizational structure with departments for engineering, sales, marketing, finance, and operations.
Top Products and Market Share
Key Offerings
- Custom Engineering Designs: Specialized engineering designs tailored to client needs. Accounts for 30% of revenue. Competitors include major engineering firms such as Jacobs and AECOM.
- Predictive Maintenance Software: Software that predicts equipment failures, optimizing maintenance schedules. Market share is estimated at 10% against competitors like GE Digital and Siemens.
- Supply Chain Optimization Services: Consulting services for improving supply chain efficiency. Accounts for 25% of revenue. Competitors include Deloitte and Accenture.
Market Dynamics
Industry Overview
The engineering services industry is growing, driven by increasing automation and demand for specialized solutions. Supply chain management is also seeing growth due to the need for resilience.
Positioning
Innovex International, Inc. positions itself as a provider of innovative, custom solutions with a focus on customer satisfaction. Their competitive advantage lies in agility and specialized expertise.
Total Addressable Market (TAM)
Estimated TAM is $500 billion for all of segments combined. Innovex aims to increase market share in key segments, expanding into underserved areas.
Upturn SWOT Analysis
Strengths
- Specialized Engineering Expertise
- Agile and Responsive to Client Needs
- Strong Customer Relationships
Weaknesses
- Limited Brand Recognition
- Smaller Scale Compared to Major Competitors
- Dependent on Key Clients
Opportunities
- Expanding into New Geographic Markets
- Developing New Software Products
- Acquiring Smaller, Complementary Businesses
Threats
- Economic Downturn Impacting Client Spending
- Increasing Competition from Larger Firms
- Technological Disruptions
Competitors and Market Share
Key Competitors
- JCS
- HON
- GE
Competitive Landscape
Innovex International, Inc. has strong engineering expertise, but faces competition from larger firms with greater resources and brand recognition. Its agility and specialized solutions are key differentiators.
Major Acquisitions
TechSolutions Corp
- Year: 2022
- Acquisition Price (USD millions): 75
- Strategic Rationale: Expanded software development capabilities and market reach.
SupplyLink LLC
- Year: 2023
- Acquisition Price (USD millions): 50
- Strategic Rationale: Strengthened supply chain management services and expertise.
Growth Trajectory and Initiatives
Historical Growth: The company has experienced moderate revenue growth over the past five years, driven by new contracts and expanding product offerings.
Future Projections: Analysts project continued growth, with revenue expected to increase by 8-12% annually over the next three years.
Recent Initiatives: The company has recently invested in new software development projects and expanded its sales team to target new markets.
Summary
Innovex International, Inc. shows good growth potential with specialized services in growing markets. While it faces stiff competition from bigger firms, its focus on custom solutions is a significant strength. The company needs to continue strategic acquisitions and expansion into new geographies. Attention to key client dependency will be vital.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Hypothetical Company Data
- Industry Reports
- Analyst Estimates
Disclaimers:
This analysis is based on hypothetical data and should not be used for investment decisions. Market conditions can change and affect future performance. Stock ticker INVX is for example only.
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 Innovex International, Inc
Exchange NYSE | Headquaters Humble, TX, United States | ||
IPO Launch date 1997-10-23 | CEO & Director Mr. Adam B. Anderson | ||
Sector Energy | Industry Oil & Gas Equipment & Services | Full time employees 2683 | Website https://www.innovex-inc.com |
Full time employees 2683 | Website https://www.innovex-inc.com | ||
Innovex International, Inc. designs, manufactures, sells, and rents mission critical engineered products to the oil and natural gas industry worldwide. The company sells and rents its products to international and national oil companies, independent exploration and production companies, and multinational service companies; and a provides a range of cementing and casing products built to last and perform in the toughest drilling environments. Its products have applications in the onshore and offshore oil and natural gas wells, including well construction, well completion, and well production and intervention. The company was founded in 2016 and is headquartered in Humble, Texas.
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