AVEPOINT INC (AVPT) Stock Fundamental Analysis

NASDAQ:AVPT • US0536041041

10.74 USD
+0.36 (+3.47%)
Last: Feb 27, 2026, 03:16 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership News
Fundamental Rating

5

AVPT gets a fundamental rating of 5 out of 10. The analysis compared the fundamentals against 274 industry peers in the Software industry. AVPT has an excellent financial health rating, but there are some minor concerns on its profitability. While showing a medium growth rate, AVPT is valued expensive at the moment.


Dividend Valuation Growth Profitability Health

4

1. Profitability

1.1 Basic Checks

  • AVPT had positive earnings in the past year.
  • In the past year AVPT had a positive cash flow from operations.
  • In the past 5 years AVPT always reported negative net income.
  • In multiple years AVPT reported negative operating cash flow during the last 5 years.
AVPT Yearly Net Income VS EBIT VS OCF VS FCFAVPT Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2018 2019 2020 2021 2022 2023 2024 0 50M -50M -100M

1.2 Ratios

  • Looking at the Return On Assets, with a value of 0.26%, AVPT is in line with its industry, outperforming 55.47% of the companies in the same industry.
  • AVPT has a Return On Equity (0.42%) which is comparable to the rest of the industry.
  • AVPT has a Return On Invested Capital of 3.70%. This is in the better half of the industry: AVPT outperforms 69.34% of its industry peers.
Industry RankSector Rank
ROA 0.26%
ROE 0.42%
ROIC 3.7%
ROA(3y)-6.84%
ROA(5y)-13.69%
ROE(3y)-13.09%
ROE(5y)-73.41%
ROIC(3y)N/A
ROIC(5y)N/A
AVPT Yearly ROA, ROE, ROICAVPT Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2018 2019 2020 2021 2022 2023 2024 0 1K 2K 3K

1.3 Margins

  • AVPT has a Profit Margin (0.50%) which is comparable to the rest of the industry.
  • The Operating Margin of AVPT (5.93%) is better than 68.25% of its industry peers.
  • AVPT has a Gross Margin of 74.51%. This is in the better half of the industry: AVPT outperforms 64.23% of its industry peers.
  • AVPT's Gross Margin has improved in the last couple of years.
Industry RankSector Rank
OM 5.93%
PM (TTM) 0.5%
GM 74.51%
OM growth 3YN/A
OM growth 5YN/A
PM growth 3YN/A
PM growth 5YN/A
GM growth 3Y1.13%
GM growth 5Y1.79%
AVPT Yearly Profit, Operating, Gross MarginsAVPT Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2018 2019 2020 2021 2022 2023 2024 0 50 -50 -100

More info and screens

ROAROEROICOperating and Profit MarginShow most profitable peers

8

2. Health

2.1 Basic Checks

  • The Return on Invested Capital (ROIC) is below the Cost of Capital (WACC), so AVPT is destroying value.
  • AVPT has no outstanding debt. Therefor its Debt/Equity and Debt/FCF ratios are 0 and belong to the best of the industry.
AVPT Yearly Shares OutstandingAVPT Yearly Shares OutstandingYearly Shares Outstanding 2019 2020 2021 2022 2023 2024 50M 100M 150M
AVPT Yearly Total Debt VS Total AssetsAVPT Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2019 2020 2021 2022 2023 2024 100M 200M 300M 400M 500M

2.2 Solvency

  • AVPT has an Altman-Z score of 5.07. This indicates that AVPT is financially healthy and has little risk of bankruptcy at the moment.
  • Looking at the Altman-Z score, with a value of 5.07, AVPT is in the better half of the industry, outperforming 77.74% of the companies in the same industry.
  • AVPT has no outstanding debt. Therefor its Debt/Equity and Debt/FCF ratios are 0 and belong to the best of the industry.
Industry RankSector Rank
Debt/Equity 0
Debt/FCF 0
Altman-Z 5.07
ROIC/WACC0.34
WACC10.97%
AVPT Yearly LT Debt VS Equity VS FCFAVPT Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2018 2019 2020 2021 2022 2023 2024 0 50M 100M 150M 200M 250M

2.3 Liquidity

  • A Current Ratio of 2.37 indicates that AVPT has no problem at all paying its short term obligations.
  • Looking at the Current ratio, with a value of 2.37, AVPT is in the better half of the industry, outperforming 67.52% of the companies in the same industry.
  • AVPT has a Quick Ratio of 2.37. This indicates that AVPT is financially healthy and has no problem in meeting its short term obligations.
  • The Quick ratio of AVPT (2.37) is better than 68.25% of its industry peers.
Industry RankSector Rank
Current Ratio 2.37
Quick Ratio 2.37
AVPT Yearly Current Assets VS Current LiabilitesAVPT Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2019 2020 2021 2022 2023 2024 100M 200M 300M

More info and screens

WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

4

3. Growth

3.1 Past

  • AVPT shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 610.00%, which is quite impressive.
EPS 1Y (TTM)610%
EPS 3YN/A
EPS 5YN/A
EPS Q2Q%350%
Revenue 1Y (TTM)N/A
Revenue growth 3YN/A
Revenue growth 5YN/A
Sales Q2Q%28.6%

3.2 Future

  • Based on estimates for the next years, AVPT will show a quite strong growth in Earnings Per Share. The EPS will grow by 16.90% on average per year.
  • Based on estimates for the next years, AVPT will show a very strong growth in Revenue. The Revenue will grow by 23.25% on average per year.
EPS Next Y11.4%
EPS Next 2Y16.9%
EPS Next 3YN/A
EPS Next 5YN/A
Revenue Next Year17.77%
Revenue Next 2Y17.53%
Revenue Next 3Y21.78%
Revenue Next 5Y23.25%

3.3 Evolution

AVPT Yearly Revenue VS EstimatesAVPT Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 500M 1B 1.5B 2B
AVPT Yearly EPS VS EstimatesAVPT Yearly EPS VS EstimatesYearly EPS VS Estimates 2021 2022 2023 2024 2025 2026 2027 0 0.1 0.2 0.3 0.4

More info and screens

Find the best growth stocksShow best growing peers

3

4. Valuation

4.1 Price/Earnings Ratio

  • With a Price/Earnings ratio of 29.83, AVPT can be considered very expensive at the moment.
  • The rest of the industry has a similar Price/Earnings ratio as AVPT.
  • The average S&P500 Price/Earnings ratio is at 27.11. AVPT is around the same levels.
  • A Price/Forward Earnings ratio of 27.16 indicates a quite expensive valuation of AVPT.
  • The rest of the industry has a similar Price/Forward Earnings ratio as AVPT.
  • The average S&P500 Price/Forward Earnings ratio is at 28.13. AVPT is around the same levels.
Industry RankSector Rank
PE 29.83
Fwd PE 27.16
AVPT Price Earnings VS Forward Price EarningsAVPT Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30 40

4.2 Price Multiples

  • The rest of the industry has a similar Enterprise Value to EBITDA ratio as AVPT.
  • 64.60% of the companies in the same industry are more expensive than AVPT, based on the Price/Free Cash Flow ratio.
Industry RankSector Rank
P/FCF 27.38
EV/EBITDA 60.21
AVPT Per share dataAVPT EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0.5 1 1.5 2

4.3 Compensation for Growth

  • The high PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates AVPT does not grow enough to justify the current Price/Earnings ratio.
  • AVPT's earnings are expected to grow with 16.90% in the coming years. This may justify a more expensive valuation.
PEG (NY)2.62
PEG (5Y)N/A
EPS Next 2Y16.9%
EPS Next 3YN/A

More info and screens

Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

0

5. Dividend

5.1 Amount

  • AVPT does not give a dividend.
Industry RankSector Rank
Dividend Yield 0%

More info and screens

Find the best dividend stocksShow peers with best dividend

AVEPOINT INC

NASDAQ:AVPT (2/27/2026, 3:16:54 PM)

10.74

+0.36 (+3.47%)

Chartmill FA Rating
GICS IndustryGroupSoftware & Services
GICS IndustrySoftware
Earnings (Last)02-26
Earnings (Next)05-06
Inst Owners69.15%
Inst Owner Change1.74%
Ins Owners30.11%
Ins Owner Change12.62%
Market Cap2.32B
Revenue(TTM)N/A
Net Income(TTM)1.97M
Analysts80
Price Target19.27 (79.42%)
Short Float %7.09%
Short Ratio4.92
Dividend
Industry RankSector Rank
Dividend Yield 0%
Yearly DividendN/A
Dividend Growth(5Y)N/A
DPN/A
Div Incr Years0
Div Non Decr Years0
Ex-DateN/A
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)48.24%
Min EPS beat(2)26.69%
Max EPS beat(2)69.78%
EPS beat(4)3
Avg EPS beat(4)-18.73%
Min EPS beat(4)-180.31%
Max EPS beat(4)69.78%
EPS beat(8)6
Avg EPS beat(8)12.77%
EPS beat(12)8
Avg EPS beat(12)-43.78%
EPS beat(16)11
Avg EPS beat(16)-143.69%
Revenue beat(2)2
Avg Revenue beat(2)3%
Min Revenue beat(2)1.76%
Max Revenue beat(2)4.23%
Revenue beat(4)3
Avg Revenue beat(4)2.05%
Min Revenue beat(4)-0.69%
Max Revenue beat(4)4.23%
Revenue beat(8)7
Avg Revenue beat(8)2.18%
Revenue beat(12)10
Avg Revenue beat(12)1.79%
Revenue beat(16)11
Avg Revenue beat(16)0.76%
PT rev (1m)-1.71%
PT rev (3m)-1.71%
EPS NQ rev (1m)0%
EPS NQ rev (3m)1.03%
EPS NY rev (1m)0%
EPS NY rev (3m)24.51%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)0.24%
Revenue NY rev (1m)0%
Revenue NY rev (3m)1.57%
Valuation
Industry RankSector Rank
PE 29.83
Fwd PE 27.16
P/S 5.88
P/FCF 27.38
P/OCF 26.23
P/B 4.96
P/tB 5.56
EV/EBITDA 60.21
EPS(TTM)0.36
EY3.35%
EPS(NY)0.4
Fwd EY3.68%
FCF(TTM)0.39
FCFY3.65%
OCF(TTM)0.41
OCFY3.81%
SpS1.83
BVpS2.16
TBVpS1.93
PEG (NY)2.62
PEG (5Y)N/A
Graham Number4.19
Profitability
Industry RankSector Rank
ROA 0.26%
ROE 0.42%
ROCE 4.69%
ROIC 3.7%
ROICexc 68.31%
ROICexgc N/A
OM 5.93%
PM (TTM) 0.5%
GM 74.51%
FCFM 21.48%
ROA(3y)-6.84%
ROA(5y)-13.69%
ROE(3y)-13.09%
ROE(5y)-73.41%
ROIC(3y)N/A
ROIC(5y)N/A
ROICexc(3y)N/A
ROICexc(5y)N/A
ROICexgc(3y)N/A
ROICexgc(5y)N/A
ROCE(3y)N/A
ROCE(5y)N/A
ROICexgc growth 3YN/A
ROICexgc growth 5YN/A
ROICexc growth 3YN/A
ROICexc growth 5YN/A
OM growth 3YN/A
OM growth 5YN/A
PM growth 3YN/A
PM growth 5YN/A
GM growth 3Y1.13%
GM growth 5Y1.79%
F-Score6
Asset Turnover0.53
Health
Industry RankSector Rank
Debt/Equity 0
Debt/FCF 0
Debt/EBITDA 0
Cap/Depr 62.08%
Cap/Sales 0.95%
Interest Coverage 250
Cash Conversion 300.88%
Profit Quality 4295.99%
Current Ratio 2.37
Quick Ratio 2.37
Altman-Z 5.07
F-Score6
WACC10.97%
ROIC/WACC0.34
Cap/Depr(3y)70.47%
Cap/Depr(5y)101.2%
Cap/Sales(3y)1.12%
Cap/Sales(5y)1.06%
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)610%
EPS 3YN/A
EPS 5YN/A
EPS Q2Q%350%
EPS Next Y11.4%
EPS Next 2Y16.9%
EPS Next 3YN/A
EPS Next 5YN/A
Revenue 1Y (TTM)N/A
Revenue growth 3YN/A
Revenue growth 5YN/A
Sales Q2Q%28.6%
Revenue Next Year17.77%
Revenue Next 2Y17.53%
Revenue Next 3Y21.78%
Revenue Next 5Y23.25%
EBIT growth 1Y632.15%
EBIT growth 3YN/A
EBIT growth 5YN/A
EBIT Next Year72.73%
EBIT Next 3Y42.3%
EBIT Next 5YN/A
FCF growth 1Y383.88%
FCF growth 3Y222.06%
FCF growth 5YN/A
OCF growth 1Y355.45%
OCF growth 3Y160.48%
OCF growth 5YN/A

AVEPOINT INC / AVPT FAQ

Can you provide the ChartMill fundamental rating for AVEPOINT INC?

ChartMill assigns a fundamental rating of 6 / 10 to AVPT.


What is the valuation status of AVEPOINT INC (AVPT) stock?

ChartMill assigns a valuation rating of 4 / 10 to AVEPOINT INC (AVPT). This can be considered as Fairly Valued.


Can you provide the profitability details for AVEPOINT INC?

AVEPOINT INC (AVPT) has a profitability rating of 4 / 10.


What are the PE and PB ratios of AVEPOINT INC (AVPT) stock?

The Price/Earnings (PE) ratio for AVEPOINT INC (AVPT) is 29.83 and the Price/Book (PB) ratio is 4.96.