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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 : 9/10

vs
industry
vs
history
Cash to Debt 1.35
ENV's Cash to Debt is ranked lower than
53% of the 744 Companies
in the Global Business Services industry.

( Industry Median: 1.75 vs. ENV: 1.35 )
Ranked among companies with meaningful Cash to Debt only.
ENV' s 10-Year Cash to Debt Range
Min: 1.34  Med: 15.55 Max: No Debt
Current: 1.35
Equity to Asset 0.49
ENV's Equity to Asset is ranked higher than
50% of the 688 Companies
in the Global Business Services industry.

( Industry Median: 0.49 vs. ENV: 0.49 )
Ranked among companies with meaningful Equity to Asset only.
ENV' s 10-Year Equity to Asset Range
Min: 0.46  Med: 0.73 Max: 0.85
Current: 0.49
0.46
0.85
Interest Coverage 33.95
ENV's Interest Coverage is ranked lower than
53% of the 494 Companies
in the Global Business Services industry.

( Industry Median: 44.88 vs. ENV: 33.95 )
Ranked among companies with meaningful Interest Coverage only.
ENV' s 10-Year Interest Coverage Range
Min: 2.32  Med: 523.98 Max: 9999.99
Current: 33.95
2.32
9999.99
F-Score: 6
Z-Score: 4.00
M-Score: -2.93
WACC vs ROIC
6.07%
11.19%
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 : 7/10

vs
industry
vs
history
Operating margin (%) 6.80
ENV's Operating margin (%) is ranked higher than
57% of the 739 Companies
in the Global Business Services industry.

( Industry Median: 5.51 vs. ENV: 6.80 )
Ranked among companies with meaningful Operating margin (%) only.
ENV' s 10-Year Operating margin (%) Range
Min: 1.34  Med: 5.53 Max: 10.61
Current: 6.8
1.34
10.61
Net-margin (%) 3.25
ENV's Net-margin (%) is ranked lower than
54% of the 741 Companies
in the Global Business Services industry.

( Industry Median: 3.84 vs. ENV: 3.25 )
Ranked among companies with meaningful Net-margin (%) only.
ENV' s 10-Year Net-margin (%) Range
Min: -1.12  Med: 1.51 Max: 6.17
Current: 3.25
-1.12
6.17
ROE (%) 6.31
ENV's ROE (%) is ranked lower than
56% of the 709 Companies
in the Global Business Services industry.

( Industry Median: 8.33 vs. ENV: 6.31 )
Ranked among companies with meaningful ROE (%) only.
ENV' s 10-Year ROE (%) Range
Min: -2.75  Med: 1.53 Max: 8.12
Current: 6.31
-2.75
8.12
ROA (%) 3.27
ENV's ROA (%) is ranked lower than
54% of the 752 Companies
in the Global Business Services industry.

( Industry Median: 3.63 vs. ENV: 3.27 )
Ranked among companies with meaningful ROA (%) only.
ENV' s 10-Year ROA (%) Range
Min: -1.19  Med: 1.11 Max: 5.44
Current: 3.27
-1.19
5.44
ROC (Joel Greenblatt) (%) 168.94
ENV's ROC (Joel Greenblatt) (%) is ranked higher than
85% of the 728 Companies
in the Global Business Services industry.

( Industry Median: 24.08 vs. ENV: 168.94 )
Ranked among companies with meaningful ROC (Joel Greenblatt) (%) only.
ENV' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: 16.1  Med: 36.56 Max: 157.39
Current: 168.94
16.1
157.39
Revenue Growth (3Y)(%) 36.10
ENV's Revenue Growth (3Y)(%) is ranked higher than
94% of the 568 Companies
in the Global Business Services industry.

( Industry Median: 4.70 vs. ENV: 36.10 )
Ranked among companies with meaningful Revenue Growth (3Y)(%) only.
ENV' s 10-Year Revenue Growth (3Y)(%) Range
Min: 0  Med: 2.55 Max: 36.1
Current: 36.1
0
36.1
EBITDA Growth (3Y)(%) 27.90
ENV's EBITDA Growth (3Y)(%) is ranked higher than
87% of the 464 Companies
in the Global Business Services industry.

( Industry Median: 5.60 vs. ENV: 27.90 )
Ranked among companies with meaningful EBITDA Growth (3Y)(%) only.
ENV' s 10-Year EBITDA Growth (3Y)(%) Range
Min: 0  Med: 11.65 Max: 27.9
Current: 27.9
0
27.9
» ENV's 10-Y Financials

Financials


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

» Details

Guru Trades

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

Joel Greenblatt 10,581 sh (New)
Jim Simons 80,300 sh (New)
Ron Baron 179,890 sh (+1.47%)
Chuck Royce 402,301 sh (unchged)
Columbia Wanger 735,000 sh (unchged)
» More
Q1 2015

ENV Guru Trades in Q1 2015

Joel Greenblatt 11,911 sh (+12.57%)
Ron Baron 183,152 sh (+1.81%)
Columbia Wanger 735,000 sh (unchged)
Chuck Royce 314,631 sh (-21.79%)
Jim Simons 4,100 sh (-94.89%)
» More
Q2 2015

ENV Guru Trades in Q2 2015

Jim Simons 102,200 sh (+2392.68%)
Joel Greenblatt 16,375 sh (+37.48%)
Ron Baron 185,016 sh (+1.02%)
Columbia Wanger Sold Out
Chuck Royce 206,501 sh (-34.37%)
» 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%)

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» Interactive Charts

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Ratios

vs
industry
vs
history
P/E(ttm) 90.80
ENV's P/E(ttm) is ranked lower than
92% of the 522 Companies
in the Global Business Services industry.

( Industry Median: 20.00 vs. ENV: 90.80 )
Ranked among companies with meaningful P/E(ttm) only.
ENV' s 10-Year P/E(ttm) Range
Min: 46.06  Med: 149.35 Max: 1532
Current: 90.8
46.06
1532
Forward P/E 23.09
ENV's Forward P/E is ranked lower than
84% of the 258 Companies
in the Global Business Services industry.

( Industry Median: 14.90 vs. ENV: 23.09 )
Ranked among companies with meaningful Forward P/E only.
N/A
PE(NRI) 90.80
ENV's PE(NRI) is ranked lower than
92% of the 522 Companies
in the Global Business Services industry.

( Industry Median: 19.70 vs. ENV: 90.80 )
Ranked among companies with meaningful PE(NRI) only.
ENV' s 10-Year PE(NRI) Range
Min: 45.26  Med: 146.78 Max: 1532
Current: 90.8
45.26
1532
P/B 4.64
ENV's P/B is ranked lower than
80% of the 679 Companies
in the Global Business Services industry.

( Industry Median: 2.11 vs. ENV: 4.64 )
Ranked among companies with meaningful P/B only.
ENV' s 10-Year P/B Range
Min: 2.76  Med: 4.60 Max: 10.88
Current: 4.64
2.76
10.88
P/S 2.99
ENV's P/S is ranked lower than
73% of the 721 Companies
in the Global Business Services industry.

( Industry Median: 1.20 vs. ENV: 2.99 )
Ranked among companies with meaningful P/S only.
ENV' s 10-Year P/S Range
Min: 1.75  Med: 3.53 Max: 6.98
Current: 2.99
1.75
6.98
PFCF 35.48
ENV's PFCF is ranked lower than
79% of the 401 Companies
in the Global Business Services industry.

( Industry Median: 17.00 vs. ENV: 35.48 )
Ranked among companies with meaningful PFCF only.
ENV' s 10-Year PFCF Range
Min: 17.87  Med: 37.67 Max: 87.87
Current: 35.48
17.87
87.87
POCF 26.61
ENV's POCF is ranked lower than
80% of the 503 Companies
in the Global Business Services industry.

( Industry Median: 12.67 vs. ENV: 26.61 )
Ranked among companies with meaningful POCF only.
ENV' s 10-Year POCF Range
Min: 13.28  Med: 31.23 Max: 1615
Current: 26.61
13.28
1615
EV-to-EBIT 37.89
ENV's EV-to-EBIT is ranked lower than
87% of the 545 Companies
in the Global Business Services industry.

( Industry Median: 14.12 vs. ENV: 37.89 )
Ranked among companies with meaningful EV-to-EBIT only.
ENV' s 10-Year EV-to-EBIT Range
Min: 22  Med: 109.40 Max: 750.8
Current: 37.89
22
750.8
PEG 4.50
ENV's PEG is ranked lower than
81% of the 229 Companies
in the Global Business Services industry.

( Industry Median: 2.06 vs. ENV: 4.50 )
Ranked among companies with meaningful PEG only.
ENV' s 10-Year PEG Range
Min: 2.3  Med: 3.45 Max: 5.95
Current: 4.5
2.3
5.95
Shiller P/E 343.82
ENV's Shiller P/E is ranked lower than
98% of the 352 Companies
in the Global Business Services industry.

( Industry Median: 22.99 vs. ENV: 343.82 )
Ranked among companies with meaningful Shiller P/E only.
ENV' s 10-Year Shiller P/E Range
Min: 343  Med: 673.50 Max: 780.14
Current: 343.82
343
780.14
Current Ratio 3.61
ENV's Current Ratio is ranked higher than
85% of the 701 Companies
in the Global Business Services industry.

( Industry Median: 1.56 vs. ENV: 3.61 )
Ranked among companies with meaningful Current Ratio only.
ENV' s 10-Year Current Ratio Range
Min: 1.22  Med: 2.60 Max: 5.71
Current: 3.61
1.22
5.71
Quick Ratio 3.61
ENV's Quick Ratio is ranked higher than
86% of the 701 Companies
in the Global Business Services industry.

( Industry Median: 1.43 vs. ENV: 3.61 )
Ranked among companies with meaningful Quick Ratio only.
ENV' s 10-Year Quick Ratio Range
Min: 1.22  Med: 2.60 Max: 5.71
Current: 3.61
1.22
5.71
Days Sales Outstanding 27.75
ENV's Days Sales Outstanding is ranked higher than
81% of the 612 Companies
in the Global Business Services industry.

( Industry Median: 57.90 vs. ENV: 27.75 )
Ranked among companies with meaningful Days Sales Outstanding only.
ENV' s 10-Year Days Sales Outstanding Range
Min: 18.03  Med: 27.17 Max: 34.01
Current: 27.75
18.03
34.01

Valuation & Return

vs
industry
vs
history
Price/Net Current Asset Value 220.50
ENV's Price/Net Current Asset Value is ranked lower than
100% of the 336 Companies
in the Global Business Services industry.

( Industry Median: 5.39 vs. ENV: 220.50 )
Ranked among companies with meaningful Price/Net Current Asset Value only.
ENV' s 10-Year Price/Net Current Asset Value Range
Min: 5.81  Med: 58.44 Max: 1550
Current: 220.5
5.81
1550
Price/Tangible Book 31.50
ENV's Price/Tangible Book is ranked lower than
95% of the 539 Companies
in the Global Business Services industry.

( Industry Median: 2.57 vs. ENV: 31.50 )
Ranked among companies with meaningful Price/Tangible Book only.
ENV' s 10-Year Price/Tangible Book Range
Min: 2.98  Med: 17.76 Max: 55.21
Current: 31.5
2.98
55.21
Price/Projected FCF 2.70
ENV's Price/Projected FCF is ranked lower than
82% of the 387 Companies
in the Global Business Services industry.

( Industry Median: 1.33 vs. ENV: 2.70 )
Ranked among companies with meaningful Price/Projected FCF only.
ENV' s 10-Year Price/Projected FCF Range
Min: 3.54  Med: 5.46 Max: 5.73
Current: 2.7
3.54
5.73
Price/Median PS Value 0.85
ENV's Price/Median PS Value is ranked higher than
73% of the 665 Companies
in the Global Business Services industry.

( Industry Median: 1.07 vs. ENV: 0.85 )
Ranked among companies with meaningful Price/Median PS Value only.
ENV' s 10-Year Price/Median PS Value Range
Min: 0.49  Med: 1.04 Max: 1.68
Current: 0.85
0.49
1.68
Price/Peter Lynch Fair Value 3.63
ENV's Price/Peter Lynch Fair Value is ranked lower than
90% of the 178 Companies
in the Global Business Services industry.

( Industry Median: 1.43 vs. ENV: 3.63 )
Ranked among companies with meaningful Price/Peter Lynch Fair Value only.
ENV' s 10-Year Price/Peter Lynch Fair Value Range
Min: 4.76  Med: 6.00 Max: 8.15
Current: 3.63
4.76
8.15
Price/Graham Number 11.10
ENV's Price/Graham Number is ranked lower than
98% of the 389 Companies
in the Global Business Services industry.

( Industry Median: 1.58 vs. ENV: 11.10 )
Ranked among companies with meaningful Price/Graham Number only.
ENV' s 10-Year Price/Graham Number Range
Min: 2.52  Med: 15.67 Max: 40.72
Current: 11.1
2.52
40.72
Earnings Yield (Greenblatt) (%) 2.60
ENV's Earnings Yield (Greenblatt) (%) is ranked lower than
65% of the 726 Companies
in the Global Business Services industry.

( Industry Median: 5.30 vs. ENV: 2.60 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) (%) only.
ENV' s 10-Year Earnings Yield (Greenblatt) (%) Range
Min: 0.1  Med: 0.90 Max: 4.5
Current: 2.6
0.1
4.5
Forward Rate of Return (Yacktman) (%) 41.48
ENV's Forward Rate of Return (Yacktman) (%) is ranked higher than
91% of the 376 Companies
in the Global Business Services industry.

( Industry Median: 11.42 vs. ENV: 41.48 )
Ranked among companies with meaningful Forward Rate of Return (Yacktman) (%) only.
ENV' s 10-Year Forward Rate of Return (Yacktman) (%) Range
Min: 35.3  Med: 41.00 Max: 44.6
Current: 41.48
35.3
44.6

Analyst Estimate

Dec15 Dec16 Dec17
Revenue(Mil) 416 498 575
EPS($) 1.00 1.34 1.69
EPS without NRI($) 1.00 1.34 1.69

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.

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