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GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 6/10

vs
industry
vs
history
Cash to Debt 2.96
ENV's Cash to Debt is ranked higher than
72% of the 993 Companies
in the Global Business Services industry.

( Industry Median: 1.05 vs. ENV: 2.96 )
ENV' s 10-Year Cash to Debt Range
Min: 1.34   Max: No Debt
Current: 2.96

Equity to Asset 0.60
ENV's Equity to Asset is ranked higher than
75% of the 959 Companies
in the Global Business Services industry.

( Industry Median: 0.46 vs. ENV: 0.60 )
ENV' s 10-Year Equity to Asset Range
Min: 0.58   Max: 0.85
Current: 0.6

0.58
0.85
F-Score: 6
Z-Score: 10.68
M-Score: -2.94
WACC vs ROIC
6.14%
9.44%
WACC
ROIC
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 6/10

vs
industry
vs
history
Operating margin (%) 4.79
ENV's Operating margin (%) is ranked higher than
68% of the 989 Companies
in the Global Business Services industry.

( Industry Median: 6.76 vs. ENV: 4.79 )
ENV' s 10-Year Operating margin (%) Range
Min: 1.34   Max: 10.61
Current: 4.79

1.34
10.61
Net-margin (%) 3.42
ENV's Net-margin (%) is ranked higher than
67% of the 989 Companies
in the Global Business Services industry.

( Industry Median: 4.40 vs. ENV: 3.42 )
ENV' s 10-Year Net-margin (%) Range
Min: -1.12   Max: 6.17
Current: 3.42

-1.12
6.17
ROE (%) 7.17
ENV's ROE (%) is ranked higher than
69% of the 944 Companies
in the Global Business Services industry.

( Industry Median: 8.78 vs. ENV: 7.17 )
ENV' s 10-Year ROE (%) Range
Min: -1.51   Max: 6.98
Current: 7.17

-1.51
6.98
ROA (%) 4.73
ENV's ROA (%) is ranked higher than
74% of the 1001 Companies
in the Global Business Services industry.

( Industry Median: 3.94 vs. ENV: 4.73 )
ENV' s 10-Year ROA (%) Range
Min: -1.19   Max: 5.44
Current: 4.73

-1.19
5.44
ROC (Joel Greenblatt) (%) 112.30
ENV's ROC (Joel Greenblatt) (%) is ranked higher than
88% of the 992 Companies
in the Global Business Services industry.

( Industry Median: 29.02 vs. ENV: 112.30 )
ENV' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: 14.34   Max: 108.29
Current: 112.3

14.34
108.29
Revenue Growth (3Y)(%) 13.00
ENV's Revenue Growth (3Y)(%) is ranked higher than
86% of the 808 Companies
in the Global Business Services industry.

( Industry Median: 4.80 vs. ENV: 13.00 )
ENV' s 10-Year Revenue Growth (3Y)(%) Range
Min: 0   Max: 13
Current: 13

0
13
EBITDA Growth (3Y)(%) 20.20
ENV's EBITDA Growth (3Y)(%) is ranked higher than
88% of the 680 Companies
in the Global Business Services industry.

( Industry Median: 5.90 vs. ENV: 20.20 )
ENV' s 10-Year EBITDA Growth (3Y)(%) Range
Min: 0   Max: 20.2
Current: 20.2

0
20.2
» ENV's 10-Y Financials

Financials


Revenue & Net Income
Cash & Debt
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades

Q1 2014

ENV Guru Trades in Q1 2014

Ron Baron 176,280 sh (+5.3%)
Columbia Wanger 738,000 sh (unchged)
Steven Cohen Sold Out
Chuck Royce 504,912 sh (-16.6%)
Jim Simons 7,700 sh (-95.12%)
» More
Q2 2014

ENV Guru Trades in Q2 2014

Jim Simons Sold Out
Columbia Wanger 735,000 sh (-0.41%)
Ron Baron 172,680 sh (-2.04%)
Chuck Royce 412,401 sh (-18.32%)
» More
Q3 2014

ENV Guru Trades in Q3 2014

Ron Baron 177,290 sh (+2.67%)
Columbia Wanger 735,000 sh (unchged)
Chuck Royce 402,301 sh (-2.45%)
» More
Q4 2014

ENV Guru Trades in Q4 2014

Jim Simons 80,300 sh (New)
Joel Greenblatt 10,581 sh (New)
Ron Baron 179,890 sh (+1.47%)
Chuck Royce 402,301 sh (unchged)
Columbia Wanger 735,000 sh (unchged)
» More
» Details

Insider Trades

Latest Guru Trades with ENV

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Joel Greenblatt 2014-12-31 New Buy$38.94 - $54.5 $ 55.2917%10581
Ron Baron 2013-12-31 New Buy0.03%$28.62 - $39.99 $ 55.2952%167400
Premium More recent guru trades are included for Premium Members only!!
Premium More recent guru trades are included for USA Subscribe Members only!!
» Interactive Charts

Peter Lynch Chart ( What is Peter Lynch Charts )

Ratios

vs
industry
vs
history
P/E(ttm) 186.50
ENV's P/E(ttm) is ranked higher than
60% of the 1144 Companies
in the Global Business Services industry.

( Industry Median: 33.40 vs. ENV: 186.50 )
ENV' s 10-Year P/E(ttm) Range
Min: 46.06   Max: 1532
Current: 186.5

46.06
1532
Forward P/E 38.61
ENV's Forward P/E is ranked higher than
76% of the 1144 Companies
in the Global Business Services industry.

( Industry Median: 0.00 vs. ENV: 38.61 )
N/A
PE(NRI) 179.60
ENV's PE(NRI) is ranked higher than
59% of the 1144 Companies
in the Global Business Services industry.

( Industry Median: 32.10 vs. ENV: 179.60 )
ENV' s 10-Year PE(NRI) Range
Min: 45.26   Max: 1532
Current: 179.6

45.26
1532
P/B 11.10
ENV's P/B is ranked higher than
50% of the 1144 Companies
in the Global Business Services industry.

( Industry Median: 3.41 vs. ENV: 11.10 )
ENV' s 10-Year P/B Range
Min: 2.76   Max: 11.34
Current: 11.1

2.76
11.34
P/S 6.24
ENV's P/S is ranked higher than
50% of the 1144 Companies
in the Global Business Services industry.

( Industry Median: 1.78 vs. ENV: 6.24 )
ENV' s 10-Year P/S Range
Min: 1.75   Max: 6.98
Current: 6.24

1.75
6.98
PFCF 53.70
ENV's PFCF is ranked higher than
69% of the 1144 Companies
in the Global Business Services industry.

( Industry Median: 47.46 vs. ENV: 53.70 )
ENV' s 10-Year PFCF Range
Min: 17.87   Max: 87.87
Current: 53.7

17.87
87.87
POCF 40.51
ENV's POCF is ranked higher than
60% of the 1144 Companies
in the Global Business Services industry.

( Industry Median: 18.67 vs. ENV: 40.51 )
ENV' s 10-Year POCF Range
Min: 13.28   Max: 1615
Current: 40.51

13.28
1615
EV-to-EBIT 114.01
ENV's EV-to-EBIT is ranked higher than
56% of the 1144 Companies
in the Global Business Services industry.

( Industry Median: 20.71 vs. ENV: 114.01 )
ENV' s 10-Year EV-to-EBIT Range
Min: 22   Max: 750.8
Current: 114.01

22
750.8
Current Ratio 1.60
ENV's Current Ratio is ranked higher than
69% of the 975 Companies
in the Global Business Services industry.

( Industry Median: 1.43 vs. ENV: 1.60 )
ENV' s 10-Year Current Ratio Range
Min: 1.22   Max: 5.71
Current: 1.6

1.22
5.71
Quick Ratio 1.60
ENV's Quick Ratio is ranked higher than
73% of the 975 Companies
in the Global Business Services industry.

( Industry Median: 1.31 vs. ENV: 1.60 )
ENV' s 10-Year Quick Ratio Range
Min: 1.22   Max: 5.71
Current: 1.6

1.22
5.71
Days Sales Outstanding 27.42
ENV's Days Sales Outstanding is ranked higher than
94% of the 1144 Companies
in the Global Business Services industry.

( Industry Median: 75.74 vs. ENV: 27.42 )
ENV' s 10-Year Days Sales Outstanding Range
Min: 18.03   Max: 34.01
Current: 27.42

18.03
34.01

Valuation & Return

vs
industry
vs
history
Price/Net Current Asset Value 197.50
ENV's Price/Net Current Asset Value is ranked higher than
84% of the 1144 Companies
in the Global Business Services industry.

( Industry Median: 0.00 vs. ENV: 197.50 )
ENV' s 10-Year Price/Net Current Asset Value Range
Min: 6.41   Max: 1395
Current: 197.5

6.41
1395
Price/Tangible Book 33.70
ENV's Price/Tangible Book is ranked higher than
58% of the 1144 Companies
in the Global Business Services industry.

( Industry Median: 13.54 vs. ENV: 33.70 )
ENV' s 10-Year Price/Tangible Book Range
Min: 2.98   Max: 42.87
Current: 33.7

2.98
42.87
Price/Median PS Value 1.90
ENV's Price/Median PS Value is ranked higher than
55% of the 1144 Companies
in the Global Business Services industry.

( Industry Median: 1.25 vs. ENV: 1.90 )
ENV' s 10-Year Price/Median PS Value Range
Min: 0.53   Max: 1.79
Current: 1.9

0.53
1.79
Price/Peter Lynch Fair Value 7.40
ENV's Price/Peter Lynch Fair Value is ranked higher than
86% of the 1144 Companies
in the Global Business Services industry.

( Industry Median: 0.00 vs. ENV: 7.40 )
ENV' s 10-Year Price/Peter Lynch Fair Value Range
Min: 6   Max: 8.15
Current: 7.4

6
8.15
Price/Graham Number 16.10
ENV's Price/Graham Number is ranked higher than
68% of the 1144 Companies
in the Global Business Services industry.

( Industry Median: 0.00 vs. ENV: 16.10 )
ENV' s 10-Year Price/Graham Number Range
Min: 2.52   Max: 40.72
Current: 16.1

2.52
40.72
Earnings Yield (Greenblatt) 0.90
ENV's Earnings Yield (Greenblatt) is ranked higher than
51% of the 988 Companies
in the Global Business Services industry.

( Industry Median: 5.50 vs. ENV: 0.90 )
ENV' s 10-Year Earnings Yield (Greenblatt) Range
Min: 0.1   Max: 4.5
Current: 0.9

0.1
4.5
Forward Rate of Return (Yacktman) 40.76
ENV's Forward Rate of Return (Yacktman) is ranked higher than
94% of the 594 Companies
in the Global Business Services industry.

( Industry Median: 11.42 vs. ENV: 40.76 )
ENV' s 10-Year Forward Rate of Return (Yacktman) Range
Min: 35.3   Max: 41.1
Current: 40.76

35.3
41.1

Business Description

Industry: Business Services » Business Services
Compare: » details
Traded in other countries:30E.Germany,
Envestnet, Inc., is a provider of unified wealth management software and services to financial advisors and institutions. The Company's platform provides financial advisors with the flexibility to address their clients' needs. The Company's empowers financial advisors to deliver fee-based advice to their clients. It works with both Independent Registered Investment Advisors, as well as advisors associated with financial institutions such as broker-dealers and banks. The services it offers and markets to financial advisors address advisors' ability to grow their practice as well as to operate more efficiently - the Envestnet platform spans the various elements of the wealth management process, from the initial meeting an advisor has with a prospective client to the ongoing day-to-day operations of managing an advisory practice. The Company's centrally-hosted technology platform provides financial advisors with access to a series of integrated services to help them better serve their clients. These services include risk assessment and selection of investment strategies and solutions, asset allocation models, research and due diligence, portfolio construction, proposal generation and paperwork preparation, model management and account rebalancing, account monitoring, customized fee billing, overlay services covering asset allocation, tax management and socially responsible investing, aggregated multi-custodian performance reporting and communication tools, as well as access to third-party asset custodians. The Company's main competitors include SEI Investments Company, AssetMark, Inc. and Lockwood Advisors, Advent Software, Inc., Pershing LLC, The Charles Schwab Corporation. The Company's operations are subject to extensive government regulation, and compliance failures or regulatory action against it could adversely affect its results of operations, financial condition or business.
» More Articles for ENV

Headlines

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