Event-Driven Stocks

AvidXchange Holdings, Inc.

AVDX

Technology · Services-Prepackaged Software · DE · SEC filings ↗ · Compare ⊕

View price & chart on Yahoo Finance ↗
Signs3 good1 warning1 severedetails ↓

Financials

SEC XBRL · annual
 FY24FY23FY22FY21FY20FY19
Revenue$438.9M$380.7M$316.4M$248.4M$185.9M$149.6M
Operating income−$2.6M−$53.5M−$87.4M−$108.7M−$75.1M−$77.1M
Net income$8.1M−$47.3M−$101.3M−$199.6M−$101.2M−$93.5M
Total assets$2.09B$2.48B$2.21B$2.27B$726.5M
Total liabilities$1.42B$1.83B$1.55B$1.54B$405.0M
Equity$671.8M$656.4M$657.4M$723.1M−$511.1M−$411.8M
EPS (diluted)$0.04$-0.23$-0.51$-2.64$-3.34
Shares out.204.3M199.5M196.8M196.8M50.1M

Reported figures from the company's SEC filings (XBRL). Blank where a line item isn't cleanly tagged — never estimated.

Key ratios

from filings · FY2024
Operating margin
−0.6%
Net margin
1.9%
Return on equity
1.2%
Return on assets
0.4%
Return on capital (ROCE)
−0.3%
Liabilities / assets
67.9%
Debt / equity
2.11×
Book value / share
$3.29
Revenue growth (YoY)
15.3%
Net income growth (YoY)

Computed from the company's own SEC figures — no market price, so these are facts, not a valuation. Book value per share is reported equity ÷ shares; it is not the stock price.

Financial health

forensic scores · FY2024
Altman Z″ (distress)
0.13distress
Accruals / assets
3.1%clean
Piotroski F-Score
8/9strong

Altman Z″is a textbook bankruptcy-distress score from book values only (>2.6 safe · 1.1–2.6 grey · <1.1 distress). Accruals = (net income − operating cash flow) ÷ assets; persistently high accruals are an earnings-quality red flag. Beneish M-Scoreis an eight-ratio screen comparing this year with last (M > −1.78 = elevated manipulation-risk screen, not proof). Piotroski F-Scorecounts how many of nine fundamental-health checks pass (shown as passed / applicable; we use operating margin and total liabilities as documented proxies where the exact input isn't XBRL-tagged). Computed from SEC filings — descriptive factors, not advice or a forecast.

Quality score

EDS Score
69
/ 100
Profitability 60Growth 100Catalyst 33Earnings quality 100Financial strength 50

Our own multi-factor score from free SEC data — profitability, growth, financial strength, earnings quality, and event/ownership catalysts. No market price and no licensed model: each axis is the share of source-backed checks it passes. Descriptive factors, not advice or a forecast.

Signs

1 severe1 warning3 good
  • Altman Z″ in the distress zone
  • Operating losses (negative operating margin)
  • Revenue is growing year-over-year
  • Positive operating cash flow
  • Clean earnings (low accruals)

Derived from the company's own SEC figures (fundamentals, forensic scores, filing discipline) — descriptive factors, not advice or a forecast.

5%+ owners

SEC Schedule 13D / 13G · last 3 yrs

Holders who disclosed a 5%+ stake. 13D signals intent to influence or control; 13G is a passive holding. Latest filing per holder — open it for the exact stake.

Insider transactions

SEC Form 4 · most recent
0 acquisitions12 disposalsnet 13.8M shares · last 12
InsiderDateTypeSharesPrice
Mackintosh TeresaDirectorOct 15, 2025D65,904
Drees DanielOfficer — PresidentOct 15, 2025J232,377
Hausman James EDirectorOct 15, 2025D2.1M
Rubado Arthur J IiiDirectorOct 15, 2025D40,276
Ramji AsifDirectorOct 15, 2025D61,213
Sambhus SonaliDirectorOct 15, 2025D61,213
Drummond Lance F.DirectorOct 15, 2025D82,120
Chukwu OniDirectorOct 15, 2025D40,276
Cunningham Todd AlanOfficer — See RemarksOct 15, 2025D491,075
Praeger MichaelOfficer — Chief Executive OfficerOct 15, 2025J9.7M
Stahl RyanOfficer — See RemarksOct 15, 2025J134,652
Gibson AngelicOfficer — See RemarksOct 15, 2025D716,036

Headline trade per Form 4 (officers, directors, 10%+ owners). Buy/sell read from the filing's structured data — blank where a field isn't cleanly tagged.

Short interest

FINRA · bi-monthly
SettlementShares shortDays to coverΔ vs prior
Oct 15, 20254.9M1.9+6.1%
Sep 30, 20254.7M3.0+0.1%
Sep 15, 20254.7M3.0+10.2%
Aug 29, 20254.2M2.6+10.4%
Aug 15, 20253.8M1.6+7.7%

Shares sold short as reported to FINRA. Days-to-cover = short shares ÷ average daily volume — higher means more potential squeeze pressure.

Material events

SEC Form 8-K · most recent

Events the company reported on Form 8-K, labelled by the SEC item code it filed under — its own classification, not our interpretation.

Recent SEC filings

All filings ↗
  • 15-12GOct 27, 2025
  • 4Oct 15, 2025
  • 4Oct 15, 2025
  • 4Oct 15, 2025
  • 4Oct 15, 2025
  • 4Oct 15, 2025
  • 4Oct 15, 2025
  • 4Oct 15, 2025
  • 4Oct 15, 2025
  • 4Oct 15, 2025
  • 4Oct 15, 2025
  • 4Oct 15, 2025
  • 4Oct 15, 2025
  • 4Oct 15, 2025
  • 4Oct 15, 2025

Event-driven situations (2)