
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
- Analyst Ratings
Upturn AI SWOT
- About


Intellinetics Inc (INLX)



- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)


(see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
12/24/2024: INLX (3-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type Stock | Historic Profit 69.67% | Avg. Invested days 37 | Today’s Advisory PASS |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
![]() ![]() | ![]() ![]() |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 60.52M USD | Price to earnings Ratio - | 1Y Target Price 17.5 |
Price to earnings Ratio - | 1Y Target Price 17.5 | ||
Volume (30-day avg) 5213 | Beta 0.81 | 52 Weeks Range 5.85 - 16.50 | Updated Date 04/2/2025 |
52 Weeks Range 5.85 - 16.50 | Updated Date 04/2/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.13 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Earnings Date
Report Date 2025-03-26 | When Before Market | Estimate -0.08 | Actual -0.02 |
Profitability
Profit Margin -3.03% | Operating Margin (TTM) -0.3% |
Management Effectiveness
Return on Assets (TTM) -0.58% | Return on Equity (TTM) -5.36% |
Valuation
Trailing PE - | Forward PE 158.73 | Enterprise Value 61589680 | Price to Sales(TTM) 3.36 |
Enterprise Value 61589680 | Price to Sales(TTM) 3.36 | ||
Enterprise Value to Revenue 3.42 | Enterprise Value to EBITDA 60 | Shares Outstanding 4259280 | Shares Floating 2620221 |
Shares Outstanding 4259280 | Shares Floating 2620221 | ||
Percent Insiders 38.16 | Percent Institutions 4.33 |
Analyst Ratings
Rating 4 | Target Price 19 | Buy 1 | Strong Buy - |
Buy 1 | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Intellinetics Inc

Company Overview
History and Background
Intellinetics, Inc. (INLX) was founded in 1994. Initially focused on document conversion services, it has evolved into a cloud-based content services software provider focused on regulated industries.
Core Business Areas
- Content Management Solutions: Provides a suite of content management tools, including document capture, workflow automation, and secure storage, focusing on regulatory compliance.
- Software as a Service (SaaS): Offers cloud-based software solutions that enable organizations to manage, store, and access documents and data.
Leadership and Structure
James F. McCarthy serves as the President and CEO. The company has a board of directors overseeing strategic direction.
Top Products and Market Share
Key Offerings
- Intellinetics ECM: Cloud-based enterprise content management (ECM) software. Market share data unavailable. Competitors include OpenText, Laserfiche, and Hyland Software. Revenue figures not publicly disclosed.
- Yellow Folder: Software designed for K-12 education focused on managing student records with compliance. Market share data unavailable. Competitors include Scribbles Software, PowerSchool and Tyler Technologies. Revenue figures not publicly disclosed.
Market Dynamics
Industry Overview
The content services platform industry is growing, driven by increasing regulatory compliance demands and the need for digital transformation. The market is competitive and evolving with new technologies and solutions.
Positioning
Intellinetics is a niche player focusing on regulated industries and specific vertical markets, such as K-12 education and government. Its competitive advantage lies in its expertise in compliance and tailored solutions.
Total Addressable Market (TAM)
The global content services platform market is expected to reach hundreds of billions of dollars. Intellinetics, as a niche player, has a smaller, targeted TAM within this larger market.
Upturn SWOT Analysis
Strengths
- Focus on regulated industries
- Cloud-based solution
- Compliance expertise
- Strong customer relationships
Weaknesses
- Smaller market capitalization
- Limited brand recognition
- Lower R&D spending compared to larger competitors
- Dependence on specific vertical markets
Opportunities
- Expanding regulatory requirements
- Increasing demand for cloud-based solutions
- Strategic partnerships
- Acquisitions of complementary businesses
Threats
- Competition from larger, better-funded companies
- Economic downturn
- Changes in regulatory requirements
- Technological obsolescence
Competitors and Market Share
Key Competitors
- OTEX
- LFIS
- HYL
Competitive Landscape
Intellinetics faces competition from larger, well-established companies with greater resources. The company differentiates itself through its focus on regulated industries and tailored solutions.
Major Acquisitions
Graphic Sciences
- Year: 2021
- Acquisition Price (USD millions): 2.25
- Strategic Rationale: Expanded product offerings and customer base in the K-12 education market.
Growth Trajectory and Initiatives
Historical Growth: Intellinetics has experienced revenue growth driven by its cloud-based solutions and focus on regulated industries.
Future Projections: Future growth is projected to continue, driven by increasing demand for content services platforms and the company's focus on niche markets.
Recent Initiatives: Recent strategic initiatives include expanding product offerings, forming partnerships, and targeting new markets.
Summary
Intellinetics is a small player in the content management industry, focusing on niche markets such as regulated industries. Revenue is growing, but profitability is a persistent challenge. The company's focus on compliance and cloud-based solutions is a strength, but it faces competition from larger, better-funded competitors. The company should focus on revenue growth and maintaining the integrity of its balance sheet.
Similar Companies

ADBE

Adobe Systems Incorporated



ADBE

Adobe Systems Incorporated

DOCU

DocuSign Inc



DOCU

DocuSign Inc

MSFT

Microsoft Corporation



MSFT

Microsoft Corporation

OTEX

Open Text Corp



OTEX

Open Text Corp
Sources and Disclaimers
Data Sources:
- Company filings, press releases, market research reports.
Disclaimers:
This analysis is based on publicly available information and is not financial advice. Market share data is estimated due to the limited availability of precise figures.
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 Intellinetics Inc
Exchange NYSE MKT | Headquaters Columbus, OH, United States | ||
IPO Launch date 2015-03-10 | President, CEO & Director Mr. James F. DeSocio | ||
Sector Technology | Industry Software - Application | Full time employees 138 | Website https://www.intellinetics.com |
Full time employees 138 | Website https://www.intellinetics.com |
Intellinetics, Inc. designs, develops, tests, markets, and licenses document services and software solutions in the United States. The company operates in two segments, Document Management and Document Conversion. Its software platform allows its customers to capture and manage documents across operations, such as scanned hard-copy documents and digital documents, including Microsoft Office 365, digital images, audio, videos, and emails. The company's flagship software suite includes IntelliCloud platform that comprises image processing modules, accounts payable lifecycle automation, records management, workflow, and extended components; and YellowFolder, a specialized content management software solution for the K-12 education market. It also provides installation, integration, training, and consulting services; ongoing software maintenance and customer support services; and digital scanning, microfilm and microfiche, box storage, scanning equipment, and software and repair services, as well as long-term paper and microfilm storage, and retrieval option services. In addition, the company offers business process outsourcing services. Intellinetics, Inc. sells its products to resellers and directly to customers, as well as provides access to its software solutions as a service through the Internet. It serves business and State, county, and municipal governments, as well as healthcare, K-12 education, public safety, other public sector, risk management, financial services, and others. The company was formerly known as GlobalWise Investments, Inc. and changed its name to Intellinetics, Inc. in September 2014. Intellinetics, Inc. was founded in 1996 and is headquartered in Columbus, Ohio.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.