Envestnet, Inc. (ENV)

$63.14

+0.05

(+0.08%)

Market is closed - opens 8 PM, 25 Nov 2024

Performance

  • $63.13
    $63.31
    $63.14
    downward going graph

    0.02%

    Downside

    Day's Volatility :0.28%

    Upside

    0.27%

    downward going graph
  • $36.43
    $73.04
    $63.14
    downward going graph

    42.3%

    Downside

    52 Weeks Volatility :50.12%

    Upside

    13.55%

    downward going graph

Returns

PeriodEnvestnet, Inc.Sector (Technology)Index (Russel 2000)
3 Months
0.22%
4.3%
0.0%
6 Months
-7.84%
9.5%
0.0%
1 Year
67.93%
26.4%
0.0%
3 Years
-20.64%
38.2%
-24.0%

Highlights

Market Capitalization
3.5B
Book Value
$9.52
Earnings Per Share (EPS)
-4.78
PEG Ratio
1.22
Wall Street Target Price
63.26
Profit Margin
-19.56%
Operating Margin TTM
7.17%
Return On Assets TTM
2.63%
Return On Equity TTM
-41.5%
Revenue TTM
1.3B
Revenue Per Share TTM
24.31
Quarterly Revenue Growth YOY
9.2%
Gross Profit TTM
310.7M
EBITDA
155.1M
Diluted Eps TTM
-4.78
Quarterly Earnings Growth YOY
6.0
EPS Estimate Current Year
2.71
EPS Estimate Next Year
3.19
EPS Estimate Current Quarter
0.69
EPS Estimate Next Quarter
0.76

Analyst Recommendation

Buy
    61%Buy
    30%Hold
    7%Sell
Based on 13 Wall street analysts offering stock ratings for Envestnet, Inc.(by analysts ranked 0 to 5 stars)
Based on 13 analyst
  • Current
  • 1M Ago
  • 3M Ago
Buy
8
8
8
Hold
4
4
4
Sell
1
1
1

Analyst Forecast

What analysts predicted

Upside of 0.19%

Current $63.14
Target $63.26

Company Financials

FY18Y/Y Change
Revenue
812.4M
↑ 18.82%
Net Income
5.8M
↓ 275.46%
Net Profit Margin
0.71%
↑ 1.19%
FY19Y/Y Change
Revenue
900.1M
↑ 10.8%
Net Income
-17.2M
↓ 398.91%
Net Profit Margin
-1.91%
↓ 2.62%
FY20Y/Y Change
Revenue
998.2M
↑ 10.9%
Net Income
-2.6M
↓ 84.63%
Net Profit Margin
-0.26%
↑ 1.65%
FY21Y/Y Change
Revenue
1.2B
↑ 18.86%
Net Income
13.3M
↓ 602.87%
Net Profit Margin
1.12%
↑ 1.38%
FY22Y/Y Change
Revenue
1.2B
↑ 4.49%
Net Income
-85.5M
↓ 742.9%
Net Profit Margin
-6.89%
↓ 8.01%
FY23Y/Y Change
Revenue
1.2B
↑ 0.47%
Net Income
-238.7M
↑ 179.27%
Net Profit Margin
-19.17%
↓ 12.28%
Q2 FY23Q/Q Change
Revenue
312.4M
↑ 4.6%
Net Income
-21.4M
↓ 48.05%
Net Profit Margin
-6.85%
↑ 6.95%
Q3 FY23Q/Q Change
Revenue
316.8M
↑ 1.41%
Net Income
7.1M
↓ 133.11%
Net Profit Margin
2.24%
↑ 9.09%
Q4 FY23Q/Q Change
Revenue
317.6M
↑ 0.25%
Net Income
-183.2B
↓ 2583247.65%
Net Profit Margin
-57.7K%
↓ 57669.92%
Q1 FY24Q/Q Change
Revenue
325.0M
↑ 2.3%
Net Income
2.5M
↓ 100.0%
Net Profit Margin
0.77%
↑ 57668.45%
Q2 FY24Q/Q Change
Revenue
348.3M
↑ 7.18%
Net Income
-79.2M
↓ 3251.65%
Net Profit Margin
-22.74%
↓ 23.51%
Q3 FY24Q/Q Change
Revenue
340.4M
↓ 2.27%
Net Income
-1.7M
↓ 97.9%
Net Profit Margin
-0.49%
↑ 22.25%
FY18Y/Y Change
Total Assets
1.3B
↑ 52.4%
Total Liabilities
681.1M
↑ 60.13%
FY19Y/Y Change
Total Assets
1.8B
↑ 37.16%
Total Liabilities
934.3M
↑ 37.17%
FY20Y/Y Change
Total Assets
2.1B
↑ 19.0%
Total Liabilities
1.2B
↑ 25.06%
FY21Y/Y Change
Total Assets
2.2B
↑ 4.52%
Total Liabilities
1.3B
↑ 9.69%
FY22Y/Y Change
Total Assets
2.1B
↓ 5.76%
Total Liabilities
1.3B
↑ 4.91%
FY23Y/Y Change
Total Assets
1.9B
↓ 11.12%
Total Liabilities
1.3B
↓ 3.11%
Q2 FY23Q/Q Change
Total Assets
2.1B
↓ 0.12%
Total Liabilities
1.3B
↑ 0.16%
Q3 FY23Q/Q Change
Total Assets
2.0B
↓ 1.12%
Total Liabilities
1.3B
↓ 3.21%
Q4 FY23Q/Q Change
Total Assets
1.9B
↓ 7.57%
Total Liabilities
1.3B
↑ 1.85%
Q1 FY24Q/Q Change
Total Assets
1.9B
↓ 0.7%
Total Liabilities
1.3B
↓ 2.76%
Q2 FY24Q/Q Change
Total Assets
1.8B
↓ 3.71%
Total Liabilities
1.3B
↑ 0.94%
Q3 FY24Q/Q Change
Total Assets
1.8B
↑ 1.88%
Total Liabilities
1.3B
↑ 1.84%
FY18Y/Y Change
Operating Cash Flow
117.4M
↑ 8.08%
Investing Cash Flow
-241.7M
↑ 732.83%
Financing Cash Flow
352.3M
↓ 586.33%
FY19Y/Y Change
Operating Cash Flow
108.7M
↓ 7.38%
Investing Cash Flow
-375.7M
↑ 55.46%
Financing Cash Flow
60.5M
↓ 82.84%
FY20Y/Y Change
Operating Cash Flow
169.8M
↑ 56.21%
Investing Cash Flow
-100.0M
↓ 73.38%
Financing Cash Flow
233.0M
↑ 285.26%
FY21Y/Y Change
Operating Cash Flow
250.6M
↑ 47.54%
Investing Cash Flow
-176.1M
↑ 76.15%
Financing Cash Flow
-29.2M
↓ 112.52%
FY22Y/Y Change
Operating Cash Flow
117.0M
↓ 53.29%
Investing Cash Flow
-251.1M
↑ 42.57%
Financing Cash Flow
-127.0M
↑ 335.39%
Q2 FY23Q/Q Change
Operating Cash Flow
72.8M
↓ 317.14%
Investing Cash Flow
-37.9M
↓ 35.48%
Financing Cash Flow
-28.6M
↑ 37.31%
Q3 FY23Q/Q Change
Operating Cash Flow
40.0M
↓ 45.03%
Investing Cash Flow
-125.2M
↑ 230.16%
Financing Cash Flow
-27.6M
↓ 3.48%

Technicals Summary

Sell

Neutral

Buy

Envestnet, Inc. is currently in a favorable trading position ( BUY ) according to technical analysis indicators.

Peers

Company Name1 Month6 Month1 Year3 Years5 Years
Envestnet, Inc.
Envestnet, Inc.
0.56%
-7.84%
67.93%
-20.64%
-7.3%
Shopify Inc.
Shopify Inc.
34.27%
85.57%
52.04%
-32.01%
237.34%
Uber Technologies, Inc.
Uber Technologies, Inc.
-10.42%
12.44%
29.27%
67.55%
145.65%
Servicenow, Inc.
Servicenow, Inc.
16.85%
39.89%
57.38%
66.52%
279.12%
Salesforce Inc
Salesforce Inc
20.25%
22.78%
52.43%
17.36%
111.5%
Intuit Inc.
Intuit Inc.
6.33%
-3.34%
13.48%
-4.55%
149.01%
Company NameP/E RatioP/B RatioPEG RatioEPSROEROADiv YieldBVPS
Envestnet, Inc.
Envestnet, Inc.
421.91
NA
1.22
2.71
-0.41
0.03
NA
9.52
Shopify Inc.
Shopify Inc.
110.02
110.02
1.12
1.53
0.15
0.06
NA
7.05
Uber Technologies, Inc.
Uber Technologies, Inc.
34.31
34.31
0.98
1.84
0.34
0.04
NA
7.02
Servicenow, Inc.
Servicenow, Inc.
163.86
163.86
2.83
13.89
0.16
0.05
NA
45.03
Salesforce Inc
Salesforce Inc
58.6
58.6
2.25
8.2
0.1
0.05
0.0
60.16
Intuit Inc.
Intuit Inc.
65.2
65.2
1.99
16.83
0.17
0.08
0.01
65.78
Company NameAnalyst ViewMarket Cap5 Years Return %PE RatioProfit Margin
Envestnet, Inc.
Envestnet, Inc.
Buy
$3.5B
-7.3%
421.91
-19.56%
Shopify Inc.
Shopify Inc.
Buy
$141.3B
237.34%
110.02
16.4%
Uber Technologies, Inc.
Uber Technologies, Inc.
Buy
$146.6B
145.65%
34.31
10.49%
Servicenow, Inc.
Servicenow, Inc.
Buy
$216.0B
279.12%
163.86
12.77%
Salesforce Inc
Salesforce Inc
Buy
$321.0B
111.5%
58.6
15.45%
Intuit Inc.
Intuit Inc.
Buy
$190.2B
149.01%
65.2
18.2%

Insights on Envestnet, Inc.

  • Decreasing Revenue

    Revenue is down for the last 2 quarters, 348.27M → 340.38M (in $), with an average decrease of 2.3% per quarter

  • Increasing Net Profit

    Netprofit is up for the last 2 quarters, -79.20M → -1.66M (in $), with an average increase of 4668.3% per quarter

  • Vs UBER

    In the last 3 years, Uber Technologies, Inc. has given 66.5% return, outperforming this stock by 87.1%

Institutional Holdings

  • BlackRock Inc

    14.40%
  • Vanguard Group Inc

    11.54%
  • Morgan Stanley - Brokerage Accounts

    9.16%
  • Impactive Capital LP

    7.56%
  • State Street Corp

    3.51%
  • JPMorgan Chase & Co

    3.29%

Company Information

envestnet, inc. (nyse: env) is a leading provider of unified wealth management technology and services to investment advisors. our open-architecture platforms unify and fortify the wealth management process, delivering unparalleled flexibility, accuracy, performance, and value. envestnet solutions enable the transformation of wealth management into a transparent, conflict-free and fully-aligned standard of care, and empower advisors to deliver better results. envestnet's advisor suite® software empowers financial advisors to better manage client outcomes and strengthen their practice. envestnet provides institutional-quality research and advanced portfolio solutions through our portfolio management consultants group, envestnet | pmc®. envestnet | tamarac provides leading rebalancing, reporting, and practice management software. for more information on envestnet, please visit www.envestnet.com or call our toll-free number: (855) 769-0806.

Organization
Envestnet, Inc.
Employees
3069
CEO
Mr. James Lawrence Fox
Industry
Commercial Services

FAQs