Intapp (INTA)
Market Price (2/5/2026): $25.4 | Market Cap: $2.1 BilSector: Information Technology | Industry: Application Software
Intapp (INTA)
Market Price (2/5/2026): $25.4Market Cap: $2.1 BilSector: Information TechnologyIndustry: Application Software
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 20%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 18% | Weak multi-year price returns2Y Excs Rtn is -83%, 3Y Excs Rtn is -83% | Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -32 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -5.8% |
| Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -41% | Significant share based compensationSBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 19% | |
| Low stock price volatilityVol 12M is 49% | Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -5.3% | |
| Megatrend and thematic driversMegatrends include Cloud Computing, Automation & Robotics, and Digital & Alternative Assets. Themes include Software as a Service (SaaS), Show more. | Key risksINTA key risks include [1] intensifying competition from large tech providers developing their own specialized, Show more. |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 20%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 18% |
| Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -41% |
| Low stock price volatilityVol 12M is 49% |
| Megatrend and thematic driversMegatrends include Cloud Computing, Automation & Robotics, and Digital & Alternative Assets. Themes include Software as a Service (SaaS), Show more. |
| Weak multi-year price returns2Y Excs Rtn is -83%, 3Y Excs Rtn is -83% |
| Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -32 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -5.8% |
| Significant share based compensationSBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 19% |
| Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -5.3% |
| Key risksINTA key risks include [1] intensifying competition from large tech providers developing their own specialized, Show more. |
Qualitative Assessment
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Intapp (INTA) stock has lost about 35% since 10/31/2025 because of the following key factors:
1. Intapp's Q2 2026 guidance fell short of Wall Street expectations for both the third quarter and full fiscal year 2026 revenue, leading to a substantial stock plunge of 18.4% in after-hours trading. The company's adjusted EPS guidance for Q3 2026 was $0.27-$0.29, below the consensus of $0.31, and full-year fiscal 2026 revenue guidance of $570.3-$574.3 million missed the consensus of $575.8 million.
2. The company's Q1 2026 earnings report, despite beating analyst forecasts for EPS and revenue, was met with a stock decline. This reaction was partly attributed to management maintaining a "relatively prudent" outlook for fiscal year 2026 and a decrease in professional services revenue by 8% year-over-year. This suggested that the guidance was not strong enough to meet market growth expectations.
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1. Intapp's Q2 2026 guidance fell short of Wall Street expectations for both the third quarter and full fiscal year 2026 revenue, leading to a substantial stock plunge of 18.4% in after-hours trading. The company's adjusted EPS guidance for Q3 2026 was $0.27-$0.29, below the consensus of $0.31, and full-year fiscal 2026 revenue guidance of $570.3-$574.3 million missed the consensus of $575.8 million.
2. The company's Q1 2026 earnings report, despite beating analyst forecasts for EPS and revenue, was met with a stock decline. This reaction was partly attributed to management maintaining a "relatively prudent" outlook for fiscal year 2026 and a decrease in professional services revenue by 8% year-over-year. This suggested that the guidance was not strong enough to meet market growth expectations.
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Stock Movement Drivers
Fundamental Drivers
The -33.7% change in INTA stock from 10/31/2025 to 2/4/2026 was primarily driven by a -38.7% change in the company's P/S Multiple.| (LTM values as of) | 10312025 | 2042026 | Change |
|---|---|---|---|
| Stock Price ($) | 38.38 | 25.44 | -33.7% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 504 | 543 | 7.8% |
| P/S Multiple | 6.2 | 3.8 | -38.7% |
| Shares Outstanding (Mil) | 81 | 81 | 0.3% |
| Cumulative Contribution | -33.7% |
Market Drivers
10/31/2025 to 2/4/2026| Return | Correlation | |
|---|---|---|
| INTA | -33.7% | |
| Market (SPY) | 0.6% | 33.9% |
| Sector (XLK) | -8.1% | 37.7% |
Fundamental Drivers
The -36.5% change in INTA stock from 7/31/2025 to 2/4/2026 was primarily driven by a -42.7% change in the company's P/S Multiple.| (LTM values as of) | 7312025 | 2042026 | Change |
|---|---|---|---|
| Stock Price ($) | 40.05 | 25.44 | -36.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 483 | 543 | 12.4% |
| P/S Multiple | 6.6 | 3.8 | -42.7% |
| Shares Outstanding (Mil) | 80 | 81 | -1.4% |
| Cumulative Contribution | -36.5% |
Market Drivers
7/31/2025 to 2/4/2026| Return | Correlation | |
|---|---|---|
| INTA | -36.5% | |
| Market (SPY) | 8.9% | 34.0% |
| Sector (XLK) | 5.3% | 31.4% |
Fundamental Drivers
The -64.3% change in INTA stock from 1/31/2025 to 2/4/2026 was primarily driven by a -68.5% change in the company's P/S Multiple.| (LTM values as of) | 1312025 | 2042026 | Change |
|---|---|---|---|
| Stock Price ($) | 71.29 | 25.44 | -64.3% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 448 | 543 | 21.3% |
| P/S Multiple | 12.0 | 3.8 | -68.5% |
| Shares Outstanding (Mil) | 76 | 81 | -6.7% |
| Cumulative Contribution | -64.3% |
Market Drivers
1/31/2025 to 2/4/2026| Return | Correlation | |
|---|---|---|
| INTA | -64.3% | |
| Market (SPY) | 15.0% | 57.3% |
| Sector (XLK) | 20.2% | 56.6% |
Fundamental Drivers
The -12.2% change in INTA stock from 1/31/2023 to 2/4/2026 was primarily driven by a -39.7% change in the company's P/S Multiple.| (LTM values as of) | 1312023 | 2042026 | Change |
|---|---|---|---|
| Stock Price ($) | 28.98 | 25.44 | -12.2% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 289 | 543 | 87.7% |
| P/S Multiple | 6.3 | 3.8 | -39.7% |
| Shares Outstanding (Mil) | 63 | 81 | -22.4% |
| Cumulative Contribution | -12.2% |
Market Drivers
1/31/2023 to 2/4/2026| Return | Correlation | |
|---|---|---|
| INTA | -12.2% | |
| Market (SPY) | 75.1% | 42.9% |
| Sector (XLK) | 107.3% | 41.5% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| INTA Return | -10% | -1% | 52% | 69% | -29% | -36% | 5% |
| Peers Return | 13% | -38% | 47% | 33% | -14% | -27% | -14% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 1% | 84% |
Monthly Win Rates [3] | |||||||
| INTA Win Rate | 57% | 67% | 58% | 67% | 42% | 0% | |
| Peers Win Rate | 55% | 30% | 57% | 60% | 47% | 0% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| INTA Max Drawdown | -19% | -45% | 0% | -19% | -44% | -36% | |
| Peers Max Drawdown | -16% | -47% | -8% | -9% | -23% | -27% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -1% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: CRM, NOW, TRI, SSNC, DOCU.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 2/4/2026 (YTD)
How Low Can It Go
| Event | INTA | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -65.7% | -25.4% |
| % Gain to Breakeven | 191.7% | 34.1% |
| Time to Breakeven | 181 days | 464 days |
Compare to CRM, NOW, TRI, SSNC, DOCU
In The Past
Intapp's stock fell -65.7% during the 2022 Inflation Shock from a high on 8/24/2021. A -65.7% loss requires a 191.7% gain to breakeven.
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About Intapp (INTA)
Intapp, Inc., through its subsidiary, Integration Appliance, Inc., provides industry-specific cloud-based software solutions for the professional and financial services industry in the United States, the United Kingdom, and internationally. Its solutions include DealCloud, a deal and relationship management solution that manages financial services firms' market relationships, prospective clients and investments, current engagements and deal processes, and operations and compliance activities; and OnePlace, a solution to manage various aspects of professional services firms' client and engagement lifecycle. The company's solutions enable private capital, investment banking, legal, accounting, and consulting firms to realize the benefits of modern AI and cloud-based architectures for their critical business functions without compromising industry-specific functionality or regulatory compliance. It 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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1. Veeva Systems for professional and financial services firms.
2. Salesforce customized for legal, consulting, and finance industries.
3. SAP or Oracle for the specialized operational needs of law firms, banks, and consultancies.
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- DealCloud: A cloud-based platform for financial services firms, providing CRM, pipeline management, and deal execution tools.
- Intapp Intake: A service that streamlines the client and matter intake process, including conflict checks and compliance workflows for professional services firms.
- Intapp Walls: A solution for managing ethical walls and information barriers, ensuring compliance and preventing conflicts of interest within professional firms.
- Intapp Time: A service designed for accurate and automated time capture and reporting, optimizing billing and operational efficiency for professional firms.
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Intapp (symbol: INTA) sells primarily to other companies, specifically professional and financial services firms. Due to the diversified nature of its customer base, Intapp does not have individual "major customers" that account for 10% or more of its total revenue, and therefore, specific customer names are not publicly disclosed in its financial filings.
Instead, Intapp serves a broad range of firms across the following categories within the professional and financial services sectors:
- Professional Services Firms: This category primarily includes large and mid-sized law firms, accounting firms, and consulting firms. These firms utilize Intapp's software solutions for client lifecycle management, business development, risk management, compliance, and operational efficiency.
- Private Capital Markets Firms: This category encompasses private equity firms, venture capital firms, hedge funds, and other asset managers operating in the private capital markets. They leverage Intapp's platforms for deal sourcing, investor relations, fund management, and compliance.
- Investment Banking Firms: Firms engaged in mergers & acquisitions (M&A), corporate finance, and advisory services are also key customers. They use Intapp's solutions for client relationship management, engagement execution, and regulatory compliance.
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- Amazon Web Services (part of Amazon.com, Inc.) (AMZN)
- Microsoft Azure (part of Microsoft Corporation) (MSFT)
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John Hall, Chairman and Chief Executive Officer
Mr. Hall joined Intapp in 2004 and has been instrumental in building the company into a global leader in software for professional and financial services firms. Prior to his tenure at Intapp, Mr. Hall co-founded VA Linux Systems and played a pivotal role in guiding the company from its startup phase to a successful initial public offering (IPO). Intapp also received a strategic investment from Great Hill Partners, a private equity firm, in 2013.
David H. Morton, Jr., Chief Financial Officer
Mr. Morton joined Intapp as Chief Financial Officer in August 2023, bringing over 20 years of experience in the technology industry. Before Intapp, he served as CFO at DigiCert from November 2021 to August 2023. He also held the CFO position at Anaplan from September 2018 to July 2021, where he helped take the company public in 2018. Additionally, Mr. Morton served as Chief Accounting Officer at Tesla and CFO at Seagate Technology.
Thad Jampol, Co-Founder and Chief Product Officer
Mr. Jampol co-founded Intapp in December 2000, initially known as Tsunami Software. He leads the company's global product vision, design and development, and go-to-market strategy, and is recognized as the architect of the Intapp Industry Cloud. He possesses 20 years of experience in developing vertically oriented enterprise software solutions for various industries.
Don Coleman, Chief Operating Officer
Mr. Coleman joined Intapp in June 2003 and directs the company's global business operations, overseeing legal sales and marketing, professional services, and customer success. Before joining Intapp, he oversaw mergers and acquisitions at Excite@Home, a company that was subsequently acquired by InterActiveCorporation (IAC).
Michele Murgel, Chief People and Places Officer
Ms. Murgel is responsible for aligning Intapp's objectives with market demands, overseeing talent development, and fostering growth within the professional services sector.
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Key Risks to Intapp's Business (NASDAQ: INTA)
Intapp, a leading provider of AI-powered cloud solutions for professional and financial services firms, faces several key risks inherent in its business and the broader market.-
Intense Competition
Intapp operates in a highly competitive market within the professional and financial services technology sector. The company faces competition from both large, established technology providers such as Salesforce and SAP, as well as numerous focused, niche players. While Intapp specializes in vertically integrated solutions for its target industries, larger competitors are increasingly developing their own specialized, vertically integrated offerings. This competitive landscape necessitates continuous innovation and differentiation for Intapp to maintain its market position. -
Economic Uncertainties and Client Spending Fluctuations
Intapp's financial performance is susceptible to broader economic uncertainties, which can directly impact the spending decisions of its clients in the professional and financial services industries. These industries are inherently exposed to financial sector cycles, and any downturn or volatility could lead to reduced demand for Intapp's software solutions, affecting its revenue growth and overall financial results. -
Insider Selling and Stock-Based Compensation/Dilution
Concerns have been raised regarding significant insider selling by Intapp executives and the company's relatively high stock-based compensation. While common in growth-oriented technology companies, substantial stock-based compensation can lead to dilution for existing shareholders. Additionally, insider selling, particularly by key executives, can sometimes be perceived by investors as a negative signal regarding future performance, potentially impacting investor confidence.
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The rapid integration of advanced generative AI capabilities into ubiquitous enterprise platforms (e.g., Microsoft 365, Salesforce) that are already widely adopted by Intapp's target professional and financial services firms poses a clear emerging threat. This development has the potential to automate or significantly enhance tasks currently addressed by Intapp's specialized software, such as client relationship management, risk assessment, compliance, and business development insights, by offering these functionalities natively within existing, broader ecosystems. This could diminish the perceived need for a separate, specialized vertical SaaS solution like Intapp, thereby eroding its unique value proposition and increasing direct competition from major platform providers.
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Intapp (NASDAQ: INTA) estimates its Total Addressable Market (TAM) to be approximately $31 billion. The company's Serviceable Addressable Market (SAM) is approximately $15 billion. These market sizes are considered global, given Intapp's stated position as a global leader in software for professional and financial services industries and its client base spanning worldwide.
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Intapp (NASDAQ: INTA) is positioned for future revenue growth over the next 2-3 years, driven by several strategic initiatives and market dynamics:
- Accelerated Cloud Migration and SaaS Adoption: A primary driver of revenue growth for Intapp is the continued migration of its clients to cloud-based solutions and the expansion of its Software-as-a-Service (SaaS) offerings. The company consistently reports strong growth in Cloud Annual Recurring Revenue (ARR) and SaaS revenue, with Cloud ARR representing a significant and growing portion of total ARR. This transition is a central element of Intapp's growth strategy, as key AI capabilities are delivered via the cloud, providing a strong incentive for clients to migrate.
- Expansion within Existing Client Base (Upselling and Cross-selling): Intapp demonstrates a robust ability to expand its business with current customers through upselling and cross-selling additional products and services. This is reflected in its consistently high cloud net revenue retention (NRR) rate, which has been reported at 115% in Q3 FY24 and 121% in Q1 FY26, indicating sustained growth in spend from existing cloud clients.
- Introduction and Adoption of AI-Powered Solutions: The launch and enthusiastic client response to new artificial intelligence (AI) capabilities, particularly generative AI solutions like Intapp Assist for DealCloud and advanced GenAI features for Intapp Time, are expected to significantly contribute to future revenue. These innovations are designed to enhance client engagement, maximize revenue, and improve operational efficiencies for professional and financial services firms.
- Strategic Partnerships and New Client Acquisition: Intapp is expanding its market presence through strategic partnerships, notably with Microsoft, which has led to significant joint client wins, particularly with larger enterprises. The company continues to acquire new clients across legal, accounting, and financial services verticals, further contributing to its revenue growth.
- International Market Expansion: Intapp views its international business as a considerable growth opportunity, with international operations already accounting for approximately 30% of total revenue in Q3 FY24. The company aims to further expand and invest in the utilization of its platform beyond the U.S.
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Share Repurchases
- Intapp's Board of Directors authorized a common stock repurchase program of up to $150 million on August 7, 2025.
- The share repurchase program does not have an expiration date and allows for discretionary purchases through various methods.
- As of November 7, 2025, Intapp completed a share buyback, repurchasing 1,106,000 shares for $49.98 million.
Share Issuance
- Intapp completed its initial public offering (IPO) on June 30, 2021, issuing 10,500,000 shares at a price between $25.00 and $28.00 per share.
- During the nine months ended March 31, 2025, net cash provided by financing activities included $36.1 million of proceeds from stock option exercises and $2.0 million from the employee stock purchase plan.
- As of April 29, 2025, Intapp had 80,955,240 shares of common stock outstanding.
Outbound Investments
- In April 2025, Intapp acquired TermSheet, a developer of an AI-based product for managing deal flow in real estate investment firms, for $51.41 million.
- Intapp reported a "Purchase of strategic investments" of $2 million for the fiscal year ended June 30, 2025.
Capital Expenditures
- Intapp's capital expenditures were $8.86 million in fiscal year 2024, $7.74 million in fiscal year 2023, and $4.79 million in fiscal year 2022.
- During the nine months ended March 31, 2025, capital expenditures were $1.7 million on property and equipment, primarily consisting of computer software and development costs.
- Capitalized internal-use software costs were $5.2 million for the nine months ended March 31, 2025.
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 83.63 |
| Mkt Cap | 30.0 |
| Rev LTM | 6,762 |
| Op Inc LTM | 1,625 |
| FCF LTM | 1,560 |
| FCF 3Y Avg | 1,484 |
| CFO LTM | 2,023 |
| CFO 3Y Avg | 1,907 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 8.4% |
| Rev Chg 3Y Avg | 9.5% |
| Rev Chg Q | 8.5% |
| QoQ Delta Rev Chg LTM | 2.1% |
| Op Mgn LTM | 17.9% |
| Op Mgn 3Y Avg | 15.4% |
| QoQ Delta Op Mgn LTM | 0.7% |
| CFO/Rev LTM | 33.4% |
| CFO/Rev 3Y Avg | 32.5% |
| FCF/Rev LTM | 28.0% |
| FCF/Rev 3Y Avg | 28.1% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 30.0 |
| P/S | 4.2 |
| P/EBIT | 19.5 |
| P/E | 25.1 |
| P/CFO | 15.6 |
| Total Yield | 3.8% |
| Dividend Yield | 0.3% |
| FCF Yield 3Y Avg | 3.5% |
| D/E | 0.0 |
| Net D/E | -0.0 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | -26.0% |
| 3M Rtn | -34.5% |
| 6M Rtn | -37.1% |
| 12M Rtn | -44.3% |
| 3Y Rtn | 2.7% |
| 1M Excs Rtn | -25.8% |
| 3M Excs Rtn | -35.0% |
| 6M Excs Rtn | -46.2% |
| 12M Excs Rtn | -59.6% |
| 3Y Excs Rtn | -66.0% |
Price Behavior
Price Behavior
| Market Price | $25.44 | |
| Market Cap ($ Bil) | 2.1 | |
| First Trading Date | 06/30/2021 | |
| Distance from 52W High | -65.7% | |
| 50 Days | 200 Days | |
| DMA Price | $41.73 | $45.00 |
| DMA Trend | down | up |
| Distance from DMA | -39.0% | -43.5% |
| 3M | 1YR | |
| Volatility | 55.4% | 49.2% |
| Downside Capture | 321.71 | 228.73 |
| Upside Capture | 43.65 | 87.04 |
| Correlation (SPY) | 32.6% | 58.3% |
INTA Betas & Captures as of 1/31/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 1.18 | 0.74 | 1.19 | 1.27 | 1.42 | 1.37 |
| Up Beta | 4.26 | 3.35 | 2.26 | 1.67 | 1.43 | 1.28 |
| Down Beta | 0.27 | -0.01 | 0.46 | 0.65 | 1.34 | 1.37 |
| Up Capture | -207% | -61% | 77% | 97% | 87% | 226% |
| Bmk +ve Days | 11 | 22 | 34 | 71 | 142 | 430 |
| Stock +ve Days | 5 | 15 | 25 | 53 | 111 | 376 |
| Down Capture | 466% | 200% | 156% | 167% | 143% | 109% |
| Bmk -ve Days | 9 | 19 | 27 | 54 | 109 | 321 |
| Stock -ve Days | 15 | 26 | 36 | 71 | 138 | 371 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with INTA | |
|---|---|---|---|---|
| INTA | -64.1% | 49.4% | -1.92 | - |
| Sector ETF (XLK) | 22.0% | 27.1% | 0.71 | 56.6% |
| Equity (SPY) | 15.9% | 19.2% | 0.64 | 57.4% |
| Gold (GLD) | 76.1% | 24.5% | 2.27 | -9.1% |
| Commodities (DBC) | 9.3% | 16.5% | 0.36 | 6.2% |
| Real Estate (VNQ) | 4.6% | 16.5% | 0.10 | 36.4% |
| Bitcoin (BTCUSD) | -24.7% | 40.5% | -0.60 | 23.5% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with INTA | |
|---|---|---|---|---|
| INTA | -1.9% | 53.3% | 0.16 | - |
| Sector ETF (XLK) | 16.8% | 24.7% | 0.61 | 44.7% |
| Equity (SPY) | 14.2% | 17.0% | 0.66 | 44.6% |
| Gold (GLD) | 21.5% | 16.8% | 1.04 | -0.0% |
| Commodities (DBC) | 12.1% | 18.9% | 0.52 | 1.2% |
| Real Estate (VNQ) | 5.0% | 18.8% | 0.17 | 25.0% |
| Bitcoin (BTCUSD) | 18.0% | 57.4% | 0.52 | 21.4% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with INTA | |
|---|---|---|---|---|
| INTA | -1.0% | 53.3% | 0.16 | - |
| Sector ETF (XLK) | 22.8% | 24.2% | 0.86 | 44.7% |
| Equity (SPY) | 15.7% | 17.9% | 0.75 | 44.6% |
| Gold (GLD) | 15.6% | 15.5% | 0.84 | -0.0% |
| Commodities (DBC) | 8.3% | 17.6% | 0.39 | 1.2% |
| Real Estate (VNQ) | 5.9% | 20.8% | 0.25 | 25.0% |
| Bitcoin (BTCUSD) | 69.3% | 66.5% | 1.09 | 21.4% |
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Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 2/3/2026 | |||
| 8/12/2025 | 15.5% | 15.1% | 23.0% |
| 5/6/2025 | -6.6% | -1.0% | -1.0% |
| 2/4/2025 | -1.2% | -4.8% | -17.0% |
| 11/4/2024 | 0.5% | 19.6% | 34.6% |
| 8/13/2024 | 12.8% | 24.6% | 29.6% |
| 5/7/2024 | 9.0% | 12.7% | 5.7% |
| 2/6/2024 | -11.1% | -9.5% | -19.2% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 10 | 9 | 8 |
| # Negative | 4 | 5 | 6 |
| Median Positive | 8.8% | 15.1% | 26.3% |
| Median Negative | -5.5% | -4.9% | -15.5% |
| Max Positive | 18.1% | 29.2% | 46.3% |
| Max Negative | -11.1% | -9.5% | -29.8% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 12/31/2025 | 02/03/2026 | 10-Q |
| 09/30/2025 | 11/04/2025 | 10-Q |
| 06/30/2025 | 08/20/2025 | 10-K |
| 03/31/2025 | 05/06/2025 | 10-Q |
| 12/31/2024 | 02/04/2025 | 10-Q |
| 09/30/2024 | 11/07/2024 | 10-Q |
| 06/30/2024 | 08/26/2024 | 10-K |
| 03/31/2024 | 05/09/2024 | 10-Q |
| 12/31/2023 | 02/08/2024 | 10-Q |
| 09/30/2023 | 11/08/2023 | 10-Q |
| 06/30/2023 | 09/07/2023 | 10-K |
| 03/31/2023 | 05/09/2023 | 10-Q |
| 12/31/2022 | 02/08/2023 | 10-Q |
| 09/30/2022 | 11/08/2022 | 10-Q |
| 06/30/2022 | 09/09/2022 | 10-K |
| 03/31/2022 | 05/13/2022 | 10-Q |
Insider Activity
Expand for More| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Hall, John T | Chief Executive Officer | Direct | Sell | 12312025 | 47.48 | 8,000 | 379,864 | 271,207,132 | Form |
| 2 | Hall, John T | Chief Executive Officer | Direct | Sell | 12232025 | 47.09 | 8,000 | 376,714 | 268,957,934 | Form |
| 3 | Hall, John T | Chief Executive Officer | Direct | Sell | 12172025 | 42.28 | 16,000 | 676,485 | 241,491,037 | Form |
| 4 | Sedgwick, Dustin De Forest | Chief Marketing Officer | Direct | Sell | 12122025 | 42.58 | 1,774 | 75,537 | 75,580 | Form |
| 5 | Hall, John T | Chief Executive Officer | Direct | Sell | 12102025 | 43.34 | 8,000 | 346,737 | 247,555,686 | Form |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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