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Innodata Inc. (INOD) Company Overview

Company Analysis

Innodata Inc. INOD

A comprehensive view of key metrics, scores, and financial health for Innodata Inc.

Overview of Innodata Inc.

INOD NGM
Technology Information Technology Services Framework: Software & SaaS Mid Cap
Innodata Inc. (INOD), is a Mid Cap company, in the Information Technology Services industry, last closed at $56.12, about 41.1% overvalued vs fair value, -10.3% 1Y return, placing in the top 10% of its sector.
Metrics P/E 55.5× Rev Growth 47.6% ROE 37.7% Gross Margin 39.5%
USD 56.12
0.83%
(Delayed)
• Vol 90d: 137.0%
52-Week Range
Market Cap
$2.26B
Enterprise Value
$2.02B
Overall Score
Overall
Growth
Good
Profitability
Good
Health
Fair
Efficiency
Excellent
Valuation
Excellent
Growth
Good
Profitability
Good
Health
Fair
Efficiency
Excellent
Valuation
Excellent
Completeness: 88%
Confidence: 55%
Updated: Sep 12
Top Beats

Quick Facts

HQ Ridgefield Park, NJ
Fiscal year Dec 31

Next Events

Earnings Nov 5 Estimated

Fair Value Snapshot

Bear Base Bull
$30
$33
$36
Current: $56.12 -41% vs base

Engine Room Money Flow™

Mid Cap

Software & SaaS - Where revenue goes and how value is created

Flow Steps
Total Revenue
$251.7M
47.6%%
Gross Profit
$99.5M
48.3%%
Operating Income (GAAP)
$39.9M
63.8%%
Operating Cash Flow
$46.8M
34.1%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Software & SaaS

Quality & Reliability Indicators

Gross Margin
39.5%
Fair

Gross Profit / Revenue — pricing power and product moat (SaaS benchmark: >70%)

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Where It Leaks

Cash Flow Health some concerns
Moderate efficiency issues detected. Review active leaks below for improvement areas.
4
Active Leaks
4/4
Improving
0
High Impact
0
Critical
Locked Leak
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Moat Analysis Software & SaaS Specialized

Competitive Advantage Assessment

Evaluating Innodata Inc.'s durable competitive advantages across 6 defense dimensions

Overall Moat Strength
70
/100
Moderate
Scores based on quantitative metrics and qualitative factors

Key strengths

  • Revenue Converts Cleanly to Cash Cash conversion is strong (score 0.83), showing scalable economics.
  • R&D Reinvestment Supports Growth R&D commitment is strong relative to peers (score 0.94).

Key risks

  • Lumpy Revenue Trajectory Revenue consistency is weak (score 0.21), suggesting demand may be less recurring than peers.
  • Unstable Margin Profile Margin durability is weak (score 0.29), indicating limited pricing resilience.

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

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Pricing Power

Moderate
60
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Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Software SaaS vs Industry Peers 88% Coverage
Trade-Off Triangle Visualization A ternary plot showing INOD's balance between Growth (30.7%), Profitability (31.7%), and Safety (37.6%). Growth 31% Safety 38% Profitability 32%

Click axes to expand details. Marker shows current allocation.

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Growth

66th percentile vs peers
66
Key Signals
Rev Growth YoY 47.6% 89p Revenue CAGR 3Y 47.1% 91p Def Rev Growth -6.5% 26p EPS Growth YoY 3.2% 35p Buyback % 3.3% 42p
  • Rev Growth YoY in top 20% of peers (47.6%, 89th percentile)
  • Revenue CAGR 3Y in top 20% of peers (47.1%, 91th percentile)
  • Rule of 40 in top 20% of peers (61.8%, 92th percentile)
  • Cash Flow to Debt Ratio in top 20% of peers (83.68, 99th percentile)

No significant risks identified for this axis.

Profitability

68th percentile vs peers
69
Key Signals
Strengths
Risks
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Safety

81th percentile vs peers
81
Key Signals
Strengths
Safety drilldowns are available to premium members.

Two Futures

Scenario-based fair value ranges for Innodata Inc..

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Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

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  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$33.05
- - -
-41.1% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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