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Envestnet Inc

1
NYSE:ENV (USA)  
$ 62.29 -0.28 (-0.45%) 08:08 PM EST
At Loss
P/B:
6.01
Volume:
286.06K
Avg Vol (2M):
579.79K
Also Trade In:
Volume:
286.06K
At Loss
Avg Vol (2M):
579.79K

Business Description

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.
Name Current Vs Industry Vs History
Cash-To-Debt 0.09
Equity-to-Asset 0.3
Debt-to-Equity 1.74
Debt-to-EBITDA -12.57
Interest Coverage N/A
N/A
N/A
Piotroski F-Score 4/9
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8
9
Altman Z-Score 1.56
Distress
Grey
Safe
Beneish M-Score -2.77
Manipulator
Not Manipulator
WACC vs ROIC
WACC
ROIC
Name Current Vs Industry Vs History
5-Day RSI 65.01
9-Day RSI 65.48
14-Day RSI 65.1
6-1 Month Momentum % 48.2
12-1 Month Momentum % -14.54

Liquidity Ratio

Name Current Vs Industry Vs History
Current Ratio 0.9
Quick Ratio 0.9
Cash Ratio 0.31
Days Sales Outstanding 33.97
Days Payable 15.6

Dividend & Buy Back

Name Current Vs Industry Vs History
3-Year Average Share Buyback Ratio -0.4
Shareholder Yield % -0.33

Financials (Next Earnings Date:2024-05-07)

ENV's 30-Y Financials
Income Statement Breakdown
No Enough Data
Balance Sheet Breakdown
No Enough Data
Cashflow Statement Breakdown
No Enough Data

Historical Operating Revenue by Business Segment

Historical Operating Revenue by Geographic Region

5-Step DuPont Analysis as of
No Enough Data

Guru Trades

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Insider Trades

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Gurus Latest Trades with NYSE:ENV

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Peter Lynch Chart

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Performance

Dividend
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Annualized Return %  

Symbol
1 Week
1 Month
3 Months
6 Months
YTD
1 Year
3 Years
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10 Years

Total Annual Return %  

Symbol
2024
2023
2022
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2016
2015

Envestnet Inc Executives

Details

Valuation Chart

Year:

Analyst Estimate

Key Statistics

Name Value
Revenue (TTM) (Mil $) 1,245.62
EPS (TTM) ($) -4.37
Beta 1.29
Volatility % 51.33
14-Day RSI 65.1
14-Day ATR ($) 2.536458
20-Day SMA ($) 59.074
12-1 Month Momentum % -14.54
52-Week Range ($) 33.12 - 68.83
Shares Outstanding (Mil) 55.07

Piotroski F-Score Details

Year:
Component Result
Piotroski F-Score 4
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

Financials Calendars
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 $62.29. The 52 week high of ENV is $68.83 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 2024-05-07.
Does Envestnet Inc(ENV) pay dividends? If so, how much?
Envestnet Inc(ENV) does not pay dividend.

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