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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 : 5/10

vs
industry
vs
history
Cash to Debt 15.55
ENV's Cash to Debt is ranked higher than
76% of the 1002 Companies
in the Global Business Services industry.

( Industry Median: 1.28 vs. ENV: 15.55 )
ENV' s 10-Year Cash to Debt Range
Min: 1.34   Max: No Debt
Current: 15.55

Equity to Asset 0.68
ENV's Equity to Asset is ranked higher than
83% of the 986 Companies
in the Global Business Services industry.

( Industry Median: 0.47 vs. ENV: 0.68 )
ENV' s 10-Year Equity to Asset Range
Min: 0.58   Max: 0.85
Current: 0.68

0.58
0.85
F-Score: 7
Z-Score: 13.27
M-Score: -2.31
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 : 7/10

vs
industry
vs
history
Operating margin (%) 3.71
ENV's Operating margin (%) is ranked higher than
59% of the 1002 Companies
in the Global Business Services industry.

( Industry Median: 6.96 vs. ENV: 3.71 )
ENV' s 10-Year Operating margin (%) Range
Min: 1.34   Max: 10.61
Current: 3.71

1.34
10.61
Net-margin (%) 2.83
ENV's Net-margin (%) is ranked higher than
62% of the 1002 Companies
in the Global Business Services industry.

( Industry Median: 4.69 vs. ENV: 2.83 )
ENV' s 10-Year Net-margin (%) Range
Min: -1.12   Max: 6.17
Current: 2.83

-1.12
6.17
ROE (%) 5.34
ENV's ROE (%) is ranked higher than
60% of the 972 Companies
in the Global Business Services industry.

( Industry Median: 10.02 vs. ENV: 5.34 )
ENV' s 10-Year ROE (%) Range
Min: -1.5   Max: 8.97
Current: 5.34

-1.5
8.97
ROA (%) 3.62
ENV's ROA (%) is ranked higher than
66% of the 1016 Companies
in the Global Business Services industry.

( Industry Median: 4.27 vs. ENV: 3.62 )
ENV' s 10-Year ROA (%) Range
Min: -1.16   Max: 7.27
Current: 3.62

-1.16
7.27
ROC (Joel Greenblatt) (%) 78.30
ENV's ROC (Joel Greenblatt) (%) is ranked higher than
82% of the 1012 Companies
in the Global Business Services industry.

( Industry Median: 31.39 vs. ENV: 78.30 )
ENV' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: 13.49   Max: 226.17
Current: 78.3

13.49
226.17
Revenue Growth (%) 13.00
ENV's Revenue Growth (%) is ranked higher than
86% of the 874 Companies
in the Global Business Services industry.

( Industry Median: 5.30 vs. ENV: 13.00 )
ENV' s 10-Year Revenue Growth (%) Range
Min: 0   Max: 13
Current: 13

0
13
EBITDA Growth (%) 20.20
ENV's EBITDA Growth (%) is ranked higher than
87% of the 711 Companies
in the Global Business Services industry.

( Industry Median: 6.80 vs. ENV: 20.20 )
ENV' s 10-Year EBITDA Growth (%) 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

Q3 2013

ENV Guru Trades in Q3 2013

Chuck Royce 636,912 sh (+20.25%)
Columbia Wanger 738,000 sh (-5.87%)
Jim Simons 208,200 sh (-10.95%)
» More
Q4 2013

ENV Guru Trades in Q4 2013

Ron Baron 167,400 sh (New)
Steven Cohen 7,046 sh (New)
Columbia Wanger 738,000 sh (unchged)
Chuck Royce 605,412 sh (-4.95%)
Jim Simons 157,700 sh (-24.26%)
» More
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
» 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
Ron Baron 2013-12-31 New Buy0.03%$28.62 - $39.99 $ 46.3427%167400
Wilbur Ross 2011-06-30 Sold Out $12.99 - $15.02 $ 46.34237%0
Premium More recent guru trades are included for Premium Members only!!
» Interactive Charts

Peter Lynch Chart ( What is Peter Lynch Charts )

Ratios

vs
industry
vs
history
P/E(ttm) 187.00
ENV's P/E(ttm) is ranked higher than
56% of the 1098 Companies
in the Global Business Services industry.

( Industry Median: 26.00 vs. ENV: 187.00 )
ENV' s 10-Year P/E(ttm) Range
Min: 46.06   Max: 1532
Current: 187

46.06
1532
P/B 9.30
ENV's P/B is ranked lower than
52% of the 1098 Companies
in the Global Business Services industry.

( Industry Median: 3.07 vs. ENV: 9.30 )
ENV' s 10-Year P/B Range
Min: 2.76   Max: 10.86
Current: 9.3

2.76
10.86
P/S 5.50
ENV's P/S is ranked lower than
52% of the 1098 Companies
in the Global Business Services industry.

( Industry Median: 1.54 vs. ENV: 5.50 )
ENV' s 10-Year P/S Range
Min: 1.75   Max: 6.98
Current: 5.5

1.75
6.98
PFCF 68.70
ENV's PFCF is ranked higher than
68% of the 1098 Companies
in the Global Business Services industry.

( Industry Median: 45.30 vs. ENV: 68.70 )
ENV' s 10-Year PFCF Range
Min: 17.87   Max: 87.87
Current: 68.7

17.87
87.87
EV-to-EBIT 129.24
ENV's EV-to-EBIT is ranked higher than
55% of the 1098 Companies
in the Global Business Services industry.

( Industry Median: 19.32 vs. ENV: 129.24 )
ENV' s 10-Year EV-to-EBIT Range
Min: 22   Max: 750.8
Current: 129.24

22
750.8
PEG 929.00
ENV's PEG is ranked higher than
76% of the 1098 Companies
in the Global Business Services industry.

( Industry Median: 9999.00 vs. ENV: 929.00 )
ENV' s 10-Year PEG Range
Min: 13.73   Max: 15.75
Current: 929

13.73
15.75
Current Ratio 1.88
ENV's Current Ratio is ranked higher than
72% of the 642 Companies
in the Global Business Services industry.

( Industry Median: 1.52 vs. ENV: 1.88 )
ENV' s 10-Year Current Ratio Range
Min: 1.22   Max: 5.71
Current: 1.88

1.22
5.71
Quick Ratio 1.88
ENV's Quick Ratio is ranked higher than
74% of the 642 Companies
in the Global Business Services industry.

( Industry Median: 1.38 vs. ENV: 1.88 )
ENV' s 10-Year Quick Ratio Range
Min: 1.22   Max: 5.71
Current: 1.88

1.22
5.71

Valuation & Return

vs
industry
vs
history
Price/Net Current Asset Value 268.80
ENV's Price/Net Current Asset Value is ranked higher than
85% of the 1098 Companies
in the Global Business Services industry.

( Industry Median: 9999.00 vs. ENV: 268.80 )
ENV' s 10-Year Price/Net Current Asset Value Range
Min: 6.41   Max: 1395
Current: 268.8

6.41
1395
Price/Tangible Book 30.90
ENV's Price/Tangible Book is ranked higher than
58% of the 1098 Companies
in the Global Business Services industry.

( Industry Median: 12.24 vs. ENV: 30.90 )
ENV' s 10-Year Price/Tangible Book Range
Min: 2.98   Max: 42.42
Current: 30.9

2.98
42.42
Price/Median PS Value 1.70
ENV's Price/Median PS Value is ranked higher than
53% of the 1098 Companies
in the Global Business Services industry.

( Industry Median: 1.16 vs. ENV: 1.70 )
ENV' s 10-Year Price/Median PS Value Range
Min: 0.54   Max: 1.84
Current: 1.7

0.54
1.84
Price/Peter Lynch Fair Value 14.60
ENV's Price/Peter Lynch Fair Value is ranked higher than
86% of the 1098 Companies
in the Global Business Services industry.

( Industry Median: 9999.00 vs. ENV: 14.60 )
ENV' s 10-Year Price/Peter Lynch Fair Value Range
Min: 15.75   Max: 15.75
Current: 14.6

Price/Graham Number 15.80
ENV's Price/Graham Number is ranked higher than
65% of the 1098 Companies
in the Global Business Services industry.

( Industry Median: 51.77 vs. ENV: 15.80 )
ENV' s 10-Year Price/Graham Number Range
Min: 2.52   Max: 40.72
Current: 15.8

2.52
40.72
Earnings Yield (Greenblatt) 0.80
ENV's Earnings Yield (Greenblatt) is ranked lower than
62% of the 906 Companies
in the Global Business Services industry.

( Industry Median: 6.60 vs. ENV: 0.80 )
ENV' s 10-Year Earnings Yield (Greenblatt) Range
Min: 0.1   Max: 4.5
Current: 0.8

0.1
4.5
Forward Rate of Return (Yacktman) 13.63
ENV's Forward Rate of Return (Yacktman) is ranked higher than
82% of the 767 Companies
in the Global Business Services industry.

( Industry Median: 6.86 vs. ENV: 13.63 )
ENV' s 10-Year Forward Rate of Return (Yacktman) Range
Min: 13.7   Max: 13.8
Current: 13.63

13.7
13.8

Business Description

Industry: Business Services » Business Services
Compare: » details
Traded in other countries:30E.Germany
Envestnet, Inc., together with its subsidiaries, provides integrated wealth management software and services to financial advisors and institutions in the United States and internationally. The company's technology platform provides financial advisors with a series of integrated services, including risk assessment and selection of investment strategies, 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, and aggregated multi-custodian performance reporting and communication tools, as well as access to a wide range of leading third-party asset custodians. It also offers web-based access to an array of technology-enabled investment solutions, including separately managed accounts, which allow advisors to offer their investor clients a managed portfolio of securities with a personalized tax basis; unified managed accounts that allow the advisor to use various types of investment vehicles in one account; advisor as portfolio manager, where advisors create, implement, and maintain their own investment portfolio models to address specific client needs; and mutual funds and portfolios of exchange-traded funds, as well as access to investment managers and investment strategists.
» More Articles for ENV

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