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Business Description
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 | 0.2 | |||||
| Equity-to-Asset | 0.29 | |||||
| Debt-to-Equity | 1.87 | |||||
| Debt-to-EBITDA | -58.09 | |||||
| Interest Coverage | N/A |
N/A
|
N/A
| |||
| Piotroski F-Score | 5/9 | |||||
| Altman Z-Score | 1.35 | |||||
| Beneish M-Score | -3.25 | |||||
| WACC vs ROIC | ||||||
Growth Rank
7/10
| 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 Estimate | 24.49 | |||||
| Future 3-5Y Total Revenue Growth Rate Estimate | 11.86 |
Momentum Rank
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| 5-Day RSI | 83.97 | |||||
| 9-Day RSI | 76.11 | |||||
| 14-Day RSI | 70.3 | |||||
| 3-1 Month Momentum % | -0.02 | |||||
| 6-1 Month Momentum % | -5.05 | |||||
| 12-1 Month Momentum % | 69.25 |
Liquidity Ratio
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Current Ratio | 0.59 | |||||
| Quick Ratio | 0.59 | |||||
| Cash Ratio | 0.31 | |||||
| Days Sales Outstanding | 33.12 | |||||
| Days Payable | 8.68 |
Dividend & Buy Back
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| 3-Year Average Share Buyback Ratio | -0.4 | |||||
| Shareholder Yield % | 0.94 |
Profitability Rank
5/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Gross Margin % | 29.86 | |||||
| Operating Margin % | 2.25 | |||||
| Net Margin % | -19.56 | |||||
| FCF Margin % | 12.8 | |||||
| ROE % | -44.54 | |||||
| ROA % | -13.92 | |||||
| ROIC % | 1.71 | |||||
| 3-Year ROIIC % | 59.97 | |||||
| ROC (Joel Greenblatt) % | -141.96 | |||||
| ROCE % | -10.83 | |||||
| Years of Profitability over Past 10-Year | 4 |
GF Value Rank
7/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Forward PE Ratio | 19.08 | |||||
| PE Ratio without NRI | 25.26 | |||||
| PS Ratio | 2.6 | |||||
| PB Ratio | 6.64 | |||||
| Price-to-Free-Cash-Flow | 20.32 | |||||
| Price-to-Operating-Cash-Flow | 12.99 | |||||
| EV-to-EBIT | -25.75 | |||||
| EV-to-Forward-EBIT | 21.6 | |||||
| EV-to-EBITDA | -252.75 | |||||
| EV-to-Forward-EBITDA | 12.74 | |||||
| EV-to-Revenue | 3.21 | |||||
| EV-to-Forward-Revenue | 2.73 | |||||
| EV-to-FCF | 25.06 | |||||
| Price-to-GF-Value | 0.95 | |||||
| Price-to-Projected-FCF | 2.99 | |||||
| Price-to-Median-PS-Value | 0.79 | |||||
| Earnings Yield (Greenblatt) % | -3.88 | |||||
| FCF Yield % | 4.89 | |||||
| Forward Rate of Return (Yacktman) % | -2.99 |
Operating Revenue by Business Segment
Operating Revenue by Geographic Region
Historical Operating Revenue by Business Segment
Historical Operating Revenue by Geographic Region
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Peter Lynch Chart
Performance
Dividend
Log
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Annualized Return % Â
Total Annual Return % Â
Envestnet Inc Executives
DetailsAnalyst Estimate
Key Statistics
| Name | Value | ||
|---|---|---|---|
| Revenue (TTM) (Mil $) | 1,336.804 | ||
| EPS (TTM) ($) | -4.77 | ||
| Beta | - | ||
| 3-Year Sharpe Ratio | -0.07 | ||
| 3-Year Sortino Ratio | -0.1 | ||
| Volatility % | 31.49 | ||
| 14-Day RSI | 70.3 | ||
| 14-Day ATR ($) | 0.140491 | ||
| 20-Day SMA ($) | 62.9285 | ||
| 12-1 Month Momentum % | 69.25 | ||
| 52-Week Range ($) | 36.43 - 73.04 | ||
| Shares Outstanding (Mil) | 55.35 |
Piotroski F-Score Details
Year:
| Component | Result | ||
|---|---|---|---|
| Piotroski F-Score | 5 | ||
| Positive ROA | |||
| Positive CFROA | |||
| Higher ROA yoy | |||
| CFROA > ROA | |||
| Lower Leverage yoy | |||
| Higher Current Ratio yoy | |||
| Less Shares Outstanding yoy | |||
| Higher Gross Margin yoy | |||
| Higher Asset Turnover yoy |
Envestnet Inc Filings
| Filing Date | Document Date | Form | ||
|---|---|---|---|---|
| No Filing Data | ||||
Envestnet Inc Stock Events
| Event | Date | Price ($) | ||
|---|---|---|---|---|
| No Event Data | ||||
Envestnet Inc Frequently Asked Questions
What is Envestnet Inc(ENV)'s stock price today?
The current price of ENV is $63.14. The 52 week high of ENV is $73.04 and 52 week low is $36.43.
When is next earnings date of Envestnet Inc(ENV)?
The next earnings date of Envestnet Inc(ENV) is 2025-05-07 Est..
Does Envestnet Inc(ENV) pay dividends? If so, how much?
Envestnet Inc(ENV) does not pay dividend.
Press Release
| Subject | Date | |||
|---|---|---|---|---|
| No Press Release | ||||
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