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Intapp, Inc. (INTA)

NEUTRAL
TechnologySoftware - ApplicationUnited States

ファンダメンタル

49

株価

$41.17

時価総額

$3.17B

パート1 · 企業の価値

概要

Intapp, Inc., through its subsidiary, Integration Appliance, Inc., provides AI-powered solutions in the United States, the United Kingdom, and internationally. It provides DealCloud that manages client relationships, prospective clients, investments, and current engagements, as well as provides customer relationship management, deal management, experience management, and relationship intelligence solutions. The company also offers compliance products that help firms thoroughly evaluate new business, onboard clients quickly, and monitor relationships for risk throughout their business lifecycle; and time solutions provides AI-enabled software solutions that include time capture, enhance billing, and facilitate compliance with client requirements. In addition, it provides collaboration products that offer intelligent client-centric teamwork with Microsoft 365, Teams, and SharePoint; a unified system for managing emails, documents, chats, and tasks; and Assist, an AI-driven transformation that integrates advanced machine learning and natural language processing into Intapp products, such as Intapp DealCloud and Intapp Terms, as well as streamlines critical workflows, enhances decision-making, and delivers measurable results. Further, the company 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, and real assets. 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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貸借対照表と流動性

売上高

$578M

直近12か月(2026/6/30まで)

純利益

$-41M

直近12か月(2026/6/30まで)

フリーキャッシュフロー

$145M

自己資本合計

$318M

負債合計

$436M

流動比率

0.78

利払い倍率

-

負債/EBITDA

-

一株当たり利益(EPS)

売上高と純利益

フリーキャッシュフロー

収益内訳

財務推移表

利益率の推移

負債の推移

負債の重さ

成長率グリッド

成長率 — 売上高

適正価値の推定

適正価値

適正価値

$43.43

現在株価

$41.17

安全マージン

+5.2%

適正価値レンジ

$38.96 - $47.90

推定方法

Analyst Target:$39.43
DCF:$48.43
PE-based:-
Graham Growth:-
EPV:-
アナリスト・コンセンサス:買い (9B / 5H / 1S)
直近の決算サプライズ:+11.08%

バリュエーション指標

P/E レシオ

-

ROE

-13.0%

P/B レシオ

9.86

P/FCF

21.64

粗利益率

75.8%

ROIC

-9.1%

収益性レーダー

Value Creation (Economic Moat)

ROIC

-9.1%

WACC

7.9%

ROIC − WACC

-17.1 pp

ROIC is below the cost of capital — the company is destroying value for every dollar invested.

ファンダメンタル分析基準

合格(13)

  • EPS shows upward trend
  • Price CAGR 10.45%
  • Gross Margin 75.8%
  • P/FCF 21.64
  • Debt/Equity ratio
  • Positive Free Cash Flow
  • CapEx intensity
  • Current Ratio
  • Revenue Growth 5Y 21.9%
  • Analyst Consensus 60% Buy
  • Earnings Surprise avg 9.1%
  • Share Dilution 0.3%
  • Piotroski F-Score 5/9

不合格(8)

  • ROIC -9.1%
  • P/B Ratio 9.86
  • Operating Margin -6.9%
  • Return on Tangible Assets
  • Low reliance on intangibles
  • DCF valuation (Overvalued)
  • ROE -10.8%
  • Net Margin Trend -7.1% vs -3.6%

データなし(6)

  • Dividend Payout NaN%
  • Interest Coverage
  • Debt/EBITDA
  • Price below Graham Number
  • PEG Ratio (need PE > 0 and growth > 0)
  • Earnings Quality (OCF/Net Income)

Piotroski F-スコア

5/9

まちまちのシグナル:一部の領域に注意が必要

score
criteria

利益の質

-

低品質:会計処理を調査してください

株式希薄化

0.3%

株式数は安定している

ガバナンス

経営陣

氏名役職年齢
Mr. John T. HallChairman & CEO50
Mr. Thad JampolCo-Founder & Chief Product Officer49
Mr. Donald F. ColemanChief Operating Officer49
Mr. David Melvin TroneSenior Vice President of Investor Relations-
Mr. Steven ToddSVP, Secretary & General Counsel-
Mr. Dustin SedgwickChief Marketing Officer-
Ms. Lyra Amber SchrammChief People & Places Officer50
Mr. Karthik SrinivasanExecutive Vice President of Product & Research and Development-
Mr. Brian MitchellSenior Vice President of Client Success & Support-
Terrance WamplerEVP & Group GM-

監査リスク

5

取締役会リスク

8

報酬リスク

7

株主権利リスク

8

パート2 · 株価と買い時

この部分は企業に価値があるかを判断するものではありません。ファンダメンタルズに納得したうえで、いつ買うかを選ぶためのものです。内容:テクニカル分析、ポテンシャル、過去のドローダウン、ガンマエクスポージャー。

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