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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 16.04
ENV's Cash to Debt is ranked higher than
74% of the 998 Companies
in the Global Business Services industry.

( Industry Median: 2.07 vs. ENV: 16.04 )
ENV' s 10-Year Cash to Debt Range
Min: 1.34   Max: No Debt
Current: 16.04

Equity to Asset 0.68
ENV's Equity to Asset is ranked higher than
83% of the 977 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: 14.03
M-Score: -2.26
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 (%) 2.27
ENV's Operating margin (%) is ranked higher than
53% of the 941 Companies
in the Global Business Services industry.

( Industry Median: 7.18 vs. ENV: 2.27 )
ENV' s 10-Year Operating margin (%) Range
Min: 1.34   Max: 10.61
Current: 2.27

1.34
10.61
Net-margin (%) 1.51
ENV's Net-margin (%) is ranked higher than
56% of the 941 Companies
in the Global Business Services industry.

( Industry Median: 4.50 vs. ENV: 1.51 )
ENV' s 10-Year Net-margin (%) Range
Min: -1.12   Max: 6.17
Current: 1.51

-1.12
6.17
ROE (%) 2.48
ENV's ROE (%) is ranked higher than
53% of the 908 Companies
in the Global Business Services industry.

( Industry Median: 10.13 vs. ENV: 2.48 )
ENV' s 10-Year ROE (%) Range
Min: -1.52   Max: 8.97
Current: 2.48

-1.52
8.97
ROA (%) 1.65
ENV's ROA (%) is ranked higher than
56% of the 956 Companies
in the Global Business Services industry.

( Industry Median: 4.36 vs. ENV: 1.65 )
ENV' s 10-Year ROA (%) Range
Min: -1.18   Max: 7.27
Current: 1.65

-1.18
7.27
ROC (Joel Greenblatt) (%) 43.18
ENV's ROC (Joel Greenblatt) (%) is ranked higher than
72% of the 950 Companies
in the Global Business Services industry.

( Industry Median: 38.70 vs. ENV: 43.18 )
ENV' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: 13.49   Max: 226.17
Current: 43.18

13.49
226.17
Revenue Growth (%) 13.00
ENV's Revenue Growth (%) is ranked higher than
86% of the 818 Companies
in the Global Business Services industry.

( Industry Median: 5.40 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
86% of the 675 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

Q2 2013

ENV Guru Trades in Q2 2013

Chuck Royce 529,663 sh (New)
Columbia Wanger 784,000 sh (+187.59%)
Jim Simons 233,800 sh (+125.89%)
» More
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
» Details

Insider Trades

Latest Guru Trades with ENV

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 $ 44.6722%167400
Wilbur Ross 2011-06-30 Sold Out $12.99 - $15.02 $ 44.67225%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) 264.30
ENV's P/E(ttm) is ranked higher than
54% of the 1097 Companies
in the Global Business Services industry.

( Industry Median: 26.70 vs. ENV: 264.30 )
ENV' s 10-Year P/E(ttm) Range
Min: 46.06   Max: 1532
Current: 264.3

46.06
1532
P/B 10.00
ENV's P/B is ranked lower than
52% of the 1097 Companies
in the Global Business Services industry.

( Industry Median: 3.18 vs. ENV: 10.00 )
ENV' s 10-Year P/B Range
Min: 2.76   Max: 11
Current: 10

2.76
11
P/S 5.90
ENV's P/S is ranked lower than
55% of the 1097 Companies
in the Global Business Services industry.

( Industry Median: 1.67 vs. ENV: 5.90 )
ENV' s 10-Year P/S Range
Min: 1.75   Max: 6.98
Current: 5.9

1.75
6.98
PFCF 79.80
ENV's PFCF is ranked higher than
65% of the 1097 Companies
in the Global Business Services industry.

( Industry Median: 36.58 vs. ENV: 79.80 )
ENV' s 10-Year PFCF Range
Min: 17.87   Max: 88.04
Current: 79.8

17.87
88.04
EV-to-EBIT 164.50
ENV's EV-to-EBIT is ranked higher than
55% of the 1097 Companies
in the Global Business Services industry.

( Industry Median: 18.95 vs. ENV: 164.50 )
ENV' s 10-Year EV-to-EBIT Range
Min: 22   Max: 750.8
Current: 164.5

22
750.8
PEG 25.50
ENV's PEG is ranked higher than
72% of the 1097 Companies
in the Global Business Services industry.

( Industry Median: 9999.00 vs. ENV: 25.50 )
ENV' s 10-Year PEG Range
Min: 0   Max: 1767.7
Current: 25.5

0
1767.7
Current Ratio 1.68
ENV's Current Ratio is ranked higher than
71% of the 994 Companies
in the Global Business Services industry.

( Industry Median: 1.46 vs. ENV: 1.68 )
ENV' s 10-Year Current Ratio Range
Min: 1.22   Max: 5.71
Current: 1.68

1.22
5.71
Quick Ratio 1.68
ENV's Quick Ratio is ranked higher than
75% of the 994 Companies
in the Global Business Services industry.

( Industry Median: 1.29 vs. ENV: 1.68 )
ENV' s 10-Year Quick Ratio Range
Min: 1.22   Max: 5.71
Current: 1.68

1.22
5.71

Valuation & Return

vs
industry
vs
history
Price/Tangible Book 39.20
ENV's Price/Tangible Book is ranked higher than
56% of the 1097 Companies
in the Global Business Services industry.

( Industry Median: 11.20 vs. ENV: 39.20 )
ENV' s 10-Year Price/Tangible Book Range
Min: 2.98   Max: 42.42
Current: 39.2

2.98
42.42
Price/Median PS Value 1.80
ENV's Price/Median PS Value is ranked higher than
51% of the 1097 Companies
in the Global Business Services industry.

( Industry Median: 1.20 vs. ENV: 1.80 )
ENV' s 10-Year Price/Median PS Value Range
Min: 0.54   Max: 1.85
Current: 1.8

0.54
1.85
Price/Graham Number 21.00
ENV's Price/Graham Number is ranked higher than
63% of the 1097 Companies
in the Global Business Services industry.

( Industry Median: 9.47 vs. ENV: 21.00 )
ENV' s 10-Year Price/Graham Number Range
Min: 2.52   Max: 40.72
Current: 21

2.52
40.72
Earnings Yield (Greenblatt) 0.60
ENV's Earnings Yield (Greenblatt) is ranked lower than
65% of the 875 Companies
in the Global Business Services industry.

( Industry Median: 6.60 vs. ENV: 0.60 )
ENV' s 10-Year Earnings Yield (Greenblatt) Range
Min: 0.1   Max: 4.5
Current: 0.6

0.1
4.5

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

Headlines

Articles On GuruFocus.com
Columbia Wanger's Top Portfolio Increases Aug 09 2013 

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Envestnet, Inc. Earnings Call scheduled for 5:00 pm ET today May 08 2014

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