Business Description
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Envestnet Inc
NAICS : 511210
SIC : 7379
ISIN : US29404K1060
Description
Envestnet provides wealth-management technology and solutions to registered investment advisors, banks, broker/dealers, and other firms. Its Tamarac platform provides trading, rebalancing, portfolio accounting, performance reporting, and client relationship management software to high-end RIAs. Envestnet's portfolio management consultants provide research services and consulting services to assist advisors, including vetted third-party managed account products. In November 2015, Envestnet acquired Yodlee, a provider of data aggregation, which is reported in the firm's data and analytics segment. In 2019, Envestnet acquired MoneyGuidePro to bolster its financial planning tools.
Financial Strength
4/10
Name | Current | Vs Industry | Vs History | |||
---|---|---|---|---|---|---|
Cash-To-Debt | 0.06 | |||||
Equity-to-Asset | 0.31 | |||||
Debt-to-Equity | 1.7 | |||||
Debt-to-EBITDA | -17.44 | |||||
Interest Coverage | N/A |
N/A
|
N/A
| |||
Piotroski F-Score | 5/9 | |||||
Altman Z-Score | 1.69 | |||||
Beneish M-Score | -2.92 | |||||
WACC vs ROIC |
Growth Rank
8/10
Name | Current | Vs Industry | Vs History | |||
---|---|---|---|---|---|---|
3-Year Revenue Growth Rate | 7.1 | |||||
3-Year EPS without NRI Growth Rate | -6.2 | |||||
3-Year FCF Growth Rate | -38.3 | |||||
3-Year Book Growth Rate | -16.9 | |||||
Future 3-5Y EPS without NRI Growth Rate | 22.57 | |||||
Future 3-5Y Total Revenue Growth Rate | 10.7 |
Momentum Rank
10/10
Name | Current | Vs Industry | Vs History | |||
---|---|---|---|---|---|---|
5-Day RSI | 53.52 | |||||
9-Day RSI | 47.23 | |||||
14-Day RSI | 45.83 | |||||
6-1 Month Momentum % | 19.13 | |||||
12-1 Month Momentum % | 0.81 |
Liquidity Ratio
Name | Current | Vs Industry | Vs History | |||
---|---|---|---|---|---|---|
Current Ratio | 1.19 | |||||
Quick Ratio | 1.19 | |||||
Cash Ratio | 0.24 | |||||
Days Sales Outstanding | 35.22 | |||||
Days Payable | 8.88 |
Dividend & Buy Back
Name | Current | Vs Industry | Vs History | |||
---|---|---|---|---|---|---|
3-Year Average Share Buyback Ratio | -0.4 | |||||
Shareholder Yield % | 0.31 |
Profitability Rank
5/10
Name | Current | Vs Industry | Vs History | |||
---|---|---|---|---|---|---|
Gross Margin % | 27.28 | |||||
Operating Margin % | 0.56 | |||||
Net Margin % | -15.33 | |||||
FCF Margin % | 6.01 | |||||
ROE % | -29.18 | |||||
ROA % | -9.87 | |||||
ROIC % | 0.37 | |||||
ROC (Joel Greenblatt) % | -144.43 | |||||
ROCE % | -11.2 | |||||
Years of Profitability over Past 10-Year | 4 |
GF Value Rank
7/10
Name | Current | Vs Industry | Vs History | |||
---|---|---|---|---|---|---|
Forward PE Ratio | 21.88 | |||||
PE Ratio without NRI | 27.31 | |||||
PS Ratio | 2.67 | |||||
PB Ratio | 5.88 | |||||
Price-to-Free-Cash-Flow | 44.14 | |||||
Price-to-Operating-Cash-Flow | 17.77 | |||||
EV-to-EBIT | -22.94 | |||||
EV-to-Forward-EBIT | 34.68 | |||||
EV-to-EBITDA | -76.65 | |||||
EV-to-Forward-EBITDA | 16.7 | |||||
EV-to-Revenue | 3.42 | |||||
EV-to-Forward-Revenue | 3.17 | |||||
EV-to-FCF | 56.86 | |||||
Price-to-Projected-FCF | 3.39 | |||||
Price-to-Median-PS-Value | 0.78 | |||||
Earnings Yield (Greenblatt) % | -4.36 | |||||
FCF Yield % | 2.23 | |||||
Forward Rate of Return (Yacktman) % | -2.41 |
Historical Operating Revenue by Business Segment
Historical Operating Revenue by Geographic Region
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Peter Lynch Chart
Performance
Dividend
Log
Bar
Annualized Return % Â
Total Annual Return % Â
Envestnet Inc Executives
DetailsAnalyst Estimate
Key Statistics
Name | Value | ||
---|---|---|---|
Revenue (TTM) (Mil $) | 1,271.863 | ||
EPS (TTM) ($) | -3.56 | ||
Beta | 1.2 | ||
Volatility % | 46.24 | ||
14-Day RSI | 45.83 | ||
14-Day ATR ($) | 0.911027 | ||
20-Day SMA ($) | 62.063 | ||
12-1 Month Momentum % | 0.81 | ||
52-Week Range ($) | 33.12 - 73.04 | ||
Shares Outstanding (Mil) | 55.22 |
Piotroski F-Score Details
Year:
Component | Result | ||
---|---|---|---|
Piotroski F-Score | 5 | ||
Positive ROA | |||
Positive CFROA | |||
Higher ROA yoy | |||
CFROA > ROA | |||
Lower Leverage yoy | |||
Higher Current Ratio yoy | |||
Less Shares Outstanding yoy | |||
Higher Gross Margin yoy | |||
Higher Asset Turnover yoy |
Envestnet Inc Filings
Filing Date | Document Date | Form | ||
---|---|---|---|---|
No Filing Data |
Envestnet Inc Stock Events
Event | Date | Price($) | ||
---|---|---|---|---|
No Event Data |
Envestnet Inc Frequently Asked Questions
What is Envestnet Inc(ENV)'s stock price today?
The current price of ENV is $62.00. The 52 week high of ENV is $73.04 and 52 week low is $33.12.
When is next earnings date of Envestnet Inc(ENV)?
The next earnings date of Envestnet Inc(ENV) is 2024-08-02 Est..
Does Envestnet Inc(ENV) pay dividends? If so, how much?
Envestnet Inc(ENV) does not pay dividend.
Press Release
Subject | Date | |||
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No Press Release |