Intapp: Divergence In Share Price And Financial Performance Is An Opportunity
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Gytis Zizys3.72K FollowersFollow5ShareSavePlay(10min)CommentsSummaryIntapp, Inc. is rated a Buy, with fundamentals improving despite a 36% YTD share price decline and market underperformance.INTA's SaaS pivot is driving strong 27% y/y SaaS growth and 30% y/y cloud ARR growth, with 121% NRR signaling sticky, upsell-driven revenues.Profitability is within reach: INTA holds $273.4M cash, no long-term debt, and would be profitable excluding stock-based compensation.Valuation appears attractive, with INTA stock trading below peer P/S multiples and a fair value estimate suggesting 6% upside. Sakorn Sukkasemsakorn/iStock via Getty Images Introduction Intapp, Inc. (INTA) caught my attention because it is one of the companies that didn’t recover from the tariff drama that concluded with the markets hitting the bottom at the end ofThis article was written byGytis Zizys3.72K FollowersFollowMSc in Finance. Long-term horizon investor mostly with 5-10 year horizon. I like to keep investing simple. I believe a portfolio should consist of a mix of growth, value, and dividend-paying stocks but usually end up looking for value more than anything. I also sell options from time to time.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.