Switch to:

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 1.39
ENV's Cash to Debt is ranked higher than
64% of the 1076 Companies
in the Global Business Services industry.

( Industry Median: 1.11 vs. ENV: 1.39 )
ENV' s 10-Year Cash to Debt Range
Min: 1.39   Max: No Debt
Current: 1.39

Equity to Asset 0.46
ENV's Equity to Asset is ranked higher than
62% of the 999 Companies
in the Global Business Services industry.

( Industry Median: 0.45 vs. ENV: 0.46 )
ENV' s 10-Year Equity to Asset Range
Min: 0.46   Max: 0.84
Current: 0.46

0.46
0.84
Interest Coverage 33.95
ENV's Interest Coverage is ranked higher than
62% of the 693 Companies
in the Global Business Services industry.

( Industry Median: 25.87 vs. ENV: 33.95 )
ENV' s 10-Year Interest Coverage Range
Min: 2.32   Max: 9999.99
Current: 33.95

2.32
9999.99
F-Score: 6
Z-Score: 6.01
M-Score: -3.20
WACC vs ROIC
5.59%
11.94%
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 (%) 6.09
ENV's Operating margin (%) is ranked higher than
67% of the 1064 Companies
in the Global Business Services industry.

( Industry Median: 6.28 vs. ENV: 6.09 )
ENV' s 10-Year Operating margin (%) Range
Min: 1.34   Max: 10.61
Current: 6.09

1.34
10.61
Net-margin (%) 4.06
ENV's Net-margin (%) is ranked higher than
67% of the 1066 Companies
in the Global Business Services industry.

( Industry Median: 4.14 vs. ENV: 4.06 )
ENV' s 10-Year Net-margin (%) Range
Min: -1.12   Max: 6.17
Current: 4.06

-1.12
6.17
ROE (%) 8.46
ENV's ROE (%) is ranked higher than
67% of the 1030 Companies
in the Global Business Services industry.

( Industry Median: 9.29 vs. ENV: 8.46 )
ENV' s 10-Year ROE (%) Range
Min: -1.51   Max: 8.12
Current: 8.46

-1.51
8.12
ROA (%) 5.01
ENV's ROA (%) is ranked higher than
72% of the 1081 Companies
in the Global Business Services industry.

( Industry Median: 3.82 vs. ENV: 5.01 )
ENV' s 10-Year ROA (%) Range
Min: -1.19   Max: 5.44
Current: 5.01

-1.19
5.44
ROC (Joel Greenblatt) (%) 144.22
ENV's ROC (Joel Greenblatt) (%) is ranked higher than
89% of the 1066 Companies
in the Global Business Services industry.

( Industry Median: 28.51 vs. ENV: 144.22 )
ENV' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: 14.34   Max: 144.6
Current: 144.22

14.34
144.6
Revenue Growth (3Y)(%) 36.10
ENV's Revenue Growth (3Y)(%) is ranked higher than
96% of the 840 Companies
in the Global Business Services industry.

( Industry Median: 5.60 vs. ENV: 36.10 )
ENV' s 10-Year Revenue Growth (3Y)(%) Range
Min: 0   Max: 36.1
Current: 36.1

0
36.1
EBITDA Growth (3Y)(%) 27.90
ENV's EBITDA Growth (3Y)(%) is ranked higher than
91% of the 722 Companies
in the Global Business Services industry.

( Industry Median: 6.00 vs. ENV: 27.90 )
ENV' s 10-Year EBITDA Growth (3Y)(%) Range
Min: 0   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

Q1 2014

ENV Guru Trades in Q1 2014

Ron Baron 176,280 sh (+5.30%)
Columbia Wanger 738,000 sh (unchged)
Steven Cohen Sold Out
Chuck Royce 504,912 sh (-16.60%)
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

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

No Entry found in the selected group of Gurus. You can
  • 1. Modify your Personalized List of Gurus, or
  • 2. Click on Premium Premium Tools above to check out all the Gurus, or
  • 3. Click on Premium Plus Premium Plus above for the stocks picks of all the institutional investment advisors (>4000)
» Interactive Charts

Peter Lynch Chart ( What is Peter Lynch Charts )

Ratios

vs
industry
vs
history
P/E(ttm) 138.70
ENV's P/E(ttm) is ranked higher than
54% of the 1285 Companies
in the Global Business Services industry.

( Industry Median: 42.40 vs. ENV: 138.70 )
ENV' s 10-Year P/E(ttm) Range
Min: 46.06   Max: 1532
Current: 138.7

46.06
1532
Forward P/E 37.88
ENV's Forward P/E is ranked higher than
68% of the 1285 Companies
in the Global Business Services industry.

( Industry Median: 0.00 vs. ENV: 37.88 )
N/A
PE(NRI) 139.50
ENV's PE(NRI) is ranked higher than
61% of the 1285 Companies
in the Global Business Services industry.

( Industry Median: 41.90 vs. ENV: 139.50 )
ENV' s 10-Year PE(NRI) Range
Min: 45.26   Max: 1532
Current: 139.5

45.26
1532
P/B 9.00
ENV's P/B is ranked lower than
59% of the 1285 Companies
in the Global Business Services industry.

( Industry Median: 3.58 vs. ENV: 9.00 )
ENV' s 10-Year P/B Range
Min: 2.76   Max: 10.88
Current: 9

2.76
10.88
P/S 5.60
ENV's P/S is ranked lower than
64% of the 1285 Companies
in the Global Business Services industry.

( Industry Median: 2.05 vs. ENV: 5.60 )
ENV' s 10-Year P/S Range
Min: 1.75   Max: 6.98
Current: 5.6

1.75
6.98
PFCF 42.20
ENV's PFCF is ranked higher than
63% of the 1285 Companies
in the Global Business Services industry.

( Industry Median: 69.00 vs. ENV: 42.20 )
ENV' s 10-Year PFCF Range
Min: 17.87   Max: 87.87
Current: 42.2

17.87
87.87
POCF 35.10
ENV's POCF is ranked higher than
63% of the 1285 Companies
in the Global Business Services industry.

( Industry Median: 21.28 vs. ENV: 35.10 )
ENV' s 10-Year POCF Range
Min: 13.28   Max: 1615
Current: 35.1

13.28
1615
EV-to-EBIT 83.25
ENV's EV-to-EBIT is ranked higher than
59% of the 1285 Companies
in the Global Business Services industry.

( Industry Median: 24.48 vs. ENV: 83.25 )
ENV' s 10-Year EV-to-EBIT Range
Min: 22   Max: 750.8
Current: 83.25

22
750.8
PEG 6.91
ENV's PEG is ranked higher than
85% of the 1285 Companies
in the Global Business Services industry.

( Industry Median: 0.00 vs. ENV: 6.91 )
ENV' s 10-Year PEG Range
Min: 2.85   Max: 5.95
Current: 6.91

2.85
5.95
Shiller P/E 747.80
ENV's Shiller P/E is ranked higher than
66% of the 1285 Companies
in the Global Business Services industry.

( Industry Median: 0.00 vs. ENV: 747.80 )
ENV' s 10-Year Shiller P/E Range
Min: 673.71   Max: 813
Current: 747.8

673.71
813
Current Ratio 3.74
ENV's Current Ratio is ranked higher than
90% of the 1018 Companies
in the Global Business Services industry.

( Industry Median: 1.44 vs. ENV: 3.74 )
ENV' s 10-Year Current Ratio Range
Min: 1.5   Max: 4.95
Current: 3.74

1.5
4.95
Quick Ratio 3.74
ENV's Quick Ratio is ranked higher than
90% of the 1018 Companies
in the Global Business Services industry.

( Industry Median: 1.33 vs. ENV: 3.74 )
ENV' s 10-Year Quick Ratio Range
Min: 1.5   Max: 4.95
Current: 3.74

1.5
4.95
Days Sales Outstanding 21.29
ENV's Days Sales Outstanding is ranked higher than
94% of the 1285 Companies
in the Global Business Services industry.

( Industry Median: 79.71 vs. ENV: 21.29 )
ENV' s 10-Year Days Sales Outstanding Range
Min: 18.03   Max: 34.01
Current: 21.29

18.03
34.01

Valuation & Return

vs
industry
vs
history
Price/Tangible Book 59.80
ENV's Price/Tangible Book is ranked higher than
50% of the 1285 Companies
in the Global Business Services industry.

( Industry Median: 14.70 vs. ENV: 59.80 )
ENV' s 10-Year Price/Tangible Book Range
Min: 2.98   Max: 42.87
Current: 59.8

2.98
42.87
Price/DCF (Projected) 6.10
ENV's Price/DCF (Projected) is ranked higher than
68% of the 1285 Companies
in the Global Business Services industry.

( Industry Median: 0.00 vs. ENV: 6.10 )
ENV' s 10-Year Price/DCF (Projected) Range
Min: 5.53   Max: 5.53
Current: 6.1

Price/Median PS Value 1.70
ENV's Price/Median PS Value is ranked higher than
56% of the 1285 Companies
in the Global Business Services industry.

( Industry Median: 1.40 vs. ENV: 1.70 )
ENV' s 10-Year Price/Median PS Value Range
Min: 0.87   Max: 1.76
Current: 1.7

0.87
1.76
Price/Peter Lynch Fair Value 5.70
ENV's Price/Peter Lynch Fair Value is ranked higher than
84% of the 1285 Companies
in the Global Business Services industry.

( Industry Median: 0.00 vs. ENV: 5.70 )
ENV' s 10-Year Price/Peter Lynch Fair Value Range
Min: 5.17   Max: 5.17
Current: 5.7

Price/Graham Number 18.70
ENV's Price/Graham Number is ranked higher than
64% of the 1285 Companies
in the Global Business Services industry.

( Industry Median: 0.00 vs. ENV: 18.70 )
ENV' s 10-Year Price/Graham Number Range
Min: 3.29   Max: 26.51
Current: 18.7

3.29
26.51
Earnings Yield (Greenblatt) 1.20
ENV's Earnings Yield (Greenblatt) is ranked lower than
56% of the 1041 Companies
in the Global Business Services industry.

( Industry Median: 5.30 vs. ENV: 1.20 )
ENV' s 10-Year Earnings Yield (Greenblatt) Range
Min: 0.1   Max: 4.5
Current: 1.2

0.1
4.5
Forward Rate of Return (Yacktman) 44.45
ENV's Forward Rate of Return (Yacktman) is ranked higher than
95% of the 586 Companies
in the Global Business Services industry.

( Industry Median: 12.27 vs. ENV: 44.45 )
ENV' s 10-Year Forward Rate of Return (Yacktman) Range
Min: 35.3   Max: 44.6
Current: 44.45

35.3
44.6

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

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

More From Other Websites
Practice Management Experts Join Envestnet to Help Independent Wealth Managers Improve Business... Apr 15 2015
MOVES-Wealth manager HighTower appoints exec VP of finance & accounting Apr 14 2015
Envestnet Makes Strategic Investment in AlphaHedge Capital Partners Apr 09 2015
Envestnet Makes Strategic Investment in AlphaHedge Capital Partners Apr 09 2015
Envestnet Launches Factor-Enhanced Portfolios Delivering Increased Exposure to Key Return Drivers Mar 31 2015
Envestnet | Tamarac™ Rings in 2015 with a Record Year of RIAs Adopting its Portfolio and Client... Mar 31 2015
Envestnet Launches Factor-Enhanced Portfolios Delivering Increased Exposure to Key Return Drivers Mar 31 2015
Medical device startup Cardialen raises $1.5 million from investors Mar 26 2015
Envestnet Unveils 2015 Advisor Summit Programs & Keynote Speakers Mar 26 2015
Envestnet (ENV) Stock Gaining Today After BMO Capital Coverage Initiation Mar 24 2015
Envestnet | Tamarac™ Rings in 2015 with a Record Year of RIAs Adopting its Portfolio and Client... Mar 12 2015
ENVESTNET, INC. Financials Mar 10 2015
Envestnet Reports Fourth Quarter 2014 Financial Results Mar 05 2015
Educating the Next Generation of Wealth Managers Mar 05 2015
Educating the Next Generation of Wealth Managers Mar 05 2015
10-K for Envestnet, Inc. Mar 04 2015
ENVESTNET, INC. Files SEC form 10-K, Annual Report Mar 02 2015
Envestnet tops 4Q profit forecasts Feb 26 2015
Envestnet tops 4Q profit forecasts Feb 26 2015
Envestnet Inc Earnings Call scheduled for 5:00 pm ET today Feb 26 2015

Personalized Checklist

Checklist has been moved to "Checklist" tab.

Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
FEEDBACK