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ENV

ENV - Envestnet Inc Stock Price, Fair Value and News

59.89USD-0.73 (-1.20%)Market Closed

Market Summary

ENV
USD59.89-0.73
Market Closed
-1.20%

ENV Alerts

  • Big jump in Earnings (Y/Y)

ENV Stock Price

View Fullscreen

ENV RSI Chart

ENV Valuation

Market Cap

3.3B

Price/Earnings (Trailing)

-16.85

Price/Sales (Trailing)

2.59

EV/EBITDA

-74.63

Price/Free Cashflow

18.97

ENV Price/Sales (Trailing)

ENV Profitability

Operating Margin

75.95%

EBT Margin

-16.67%

Return on Equity

-33.71%

Return on Assets

-10.51%

Free Cashflow Yield

5.27%

ENV Fundamentals

ENV Revenue

Revenue (TTM)

1.3B

Rev. Growth (Yr)

8.79%

Rev. Growth (Qtr)

2.3%

ENV Earnings

Earnings (TTM)

-195.8M

Earnings Growth (Yr)

106.1%

Earnings Growth (Qtr)

101.38%

Breaking Down ENV Revenue

Last 7 days

-6.8%

Last 30 days

-10.4%

Last 90 days

11.9%

Trailing 12 Months

7.9%

How does ENV drawdown profile look like?

ENV Financial Health

Current Ratio

1.19

Debt/Equity

1.51

Debt/Cashflow

0.22

ENV Investor Care

Shares Dilution (1Y)

1.30%

Diluted EPS (TTM)

-3.57

Historical Charts for Stock Metrics

Get all data in R, Python etc through our Historical Stock Data APIs
Net sales
YearQ1Q2Q3Q4
20241.3B000
20231.2B1.2B1.2B1.2B
20221.2B1.3B1.3B1.2B
20211.0B1.1B1.1B1.2B
2020947.0M957.9M974.3M998.2M
2019814.0M837.3M870.3M900.1M
2018723.9M757.6M785.1M812.4M
2017604.1M629.8M656.3M683.7M
2016456.3M495.3M541.1M578.2M
2015366.7M384.5M399.3M420.9M
2014274.4M307.6M326.3M348.7M
2013171.2M184.9M212.5M242.5M
2012126.6M133.2M143.4M157.3M
2011105.7M112.8M120.2M123.2M
2010084.6M91.3M98.1M
200900077.9M
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Tracking the Latest Insider Buys and Sells of Envestnet Inc

Filter Transactions
Datesorted ascendingNameBuy/Sell$ ValueAvg. Price# SharesTitle
May 28, 2024
majoros matthew
sold (taxes)
-7,392
68.45
-108
principal accounting officer
May 28, 2024
o'brien shelly
sold (taxes)
-14,511
68.45
-212
chief legal officer
May 28, 2024
cooper barry d.
sold (taxes)
-23,546
68.45
-344
svp, head of accounting mgmt.
May 02, 2024
cooper barry d.
sold (taxes)
-316
63.39
-5.00
svp, head of accounting mgmt.
Mar 25, 2024
majoros matthew
sold
-39,844
56.92
-700
principal accounting officer
Mar 15, 2024
wolfe lauren taylor
bought
88,493
52.99
1,670
-
Mar 11, 2024
o'brien shelly
sold (taxes)
-30,464
55.49
-549
chief legal officer
Mar 11, 2024
crager william
sold (taxes)
-290,268
55.49
-5,231
chief executive officer
Mar 11, 2024
cooper barry d.
sold (taxes)
-10,432
55.49
-188
svp, head of accounting mgmt.
Mar 11, 2024
majoros matthew
sold (taxes)
-3,995
55.49
-72.00
principal accounting officer

1–10 of 50

Which funds bought or sold ENV recently?

View All Details
Datesorted ascendingFund NameType% Chg$ Change$ Held% Portfolio
Jun 11, 2024
EverSource Wealth Advisors, LLC
added
684
10,928
12,166
-%
May 28, 2024
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY
unchanged
-
147,000
1,014,000
0.01%
May 24, 2024
Cetera Investment Advisers
new
-
540,416
540,416
-%
May 16, 2024
COMERICA BANK
reduced
-5.28
174,809
1,798,480
0.01%
May 16, 2024
Beacon Capital Management, LLC
new
-
2,027
2,027
-%
May 16, 2024
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM
reduced
-6.16
215,413
2,427,470
-%
May 16, 2024
B. Riley Wealth Advisors, Inc.
new
-
36,873
36,873
-%
May 16, 2024
JANE STREET GROUP, LLC
reduced
-64.66
-1,216,480
856,779
-%
May 15, 2024
NOMURA HOLDINGS INC
sold off
-100
-431,666
-
-%
May 15, 2024
JANUS HENDERSON GROUP PLC
reduced
-7.91
5,032,930
70,471,900
0.04%

1–10 of 32

Are Funds Buying or Selling ENV?

Are funds buying ENV calls or puts?
Calls
Puts
No. of funds holding Calls - Puts
Net Call Options
No. of funds that own ENV
No. of Funds

Unveiling Envestnet Inc's Major ShareHolders

Date FiledName of FilerPercent of ClassNo. of SharesForm Type
Feb 13, 2024
vanguard group inc
11.01%
6,015,454
SC 13G/A
Dec 07, 2023
jpmorgan chase & co
4.0%
2,207,780
SC 13G/A
Mar 29, 2023
impactive capital lp
7.7%
4,151,033
SC 13D/A
Mar 10, 2023
vanguard group inc
10.24%
5,528,983
SC 13G/A
Feb 09, 2023
vanguard group inc
9.98%
5,520,970
SC 13G/A
Jan 20, 2023
jpmorgan chase & co
5.6%
3,116,257
SC 13G/A
Jan 04, 2023
impactive capital lp
7.5%
4,151,033
SC 13D/A
Nov 15, 2022
impactive capital lp
7.2%
3,983,406
SC 13D/A
May 24, 2022
impactive capital lp
6.3%
3,480,418
SC 13D/A
Apr 06, 2022
impactive capital lp
5.0%
2,756,859
SC 13D

Recent SEC filings of Envestnet Inc

View All Filings
Date Filed Form Type Document
May 30, 2024
4
Insider Trading
May 30, 2024
4
Insider Trading
May 30, 2024
4
Insider Trading
May 10, 2024
8-K
Current Report
May 08, 2024
10-Q
Quarterly Report
May 07, 2024
8-K
Current Report
May 06, 2024
4
Insider Trading
Apr 05, 2024
DEF 14A
DEF 14A
Mar 28, 2024
8-K
Current Report
Mar 27, 2024
4
Insider Trading

Peers (Alternatives to Envestnet Inc)

NameMkt Capsorted ascendingRevenuePrice %, 1MReturns, 1YP/EP/SRev 1-YrInc 1-Yr
LARGE-CAP
224.7B
35.7B
-19.35% 9.43%
41.08
6.29
11.04% 1343.27%
146.4B
38.6B
5.19% 61.62%
105.35
3.79
14.01% 141.26%
48.8B
5.6B
2.57% 2.01%
48.94
8.64
10.60% 18.97%
28.2B
2.2B
-1.96% -3.97%
64.97
12.68
3.59% -21.47%
17.8B
4.6B
-9.48% -17.41%
21.27
3.91
3.13% 15150.61%
MID-CAP
8.4B
671.8M
-7.38% 31.76%
109.21
12.43
33.64% 185.98%
5.7B
4.7B
-17.10% 34.22%
-30.87
1.21
10.90% 88.31%
3.5B
296.4M
9.25% -37.35%
-12.88
11.81
11.14% -3.59%
3.4B
970.0M
0.90% -15.87%
-19.13
3.53
13.46% 43.89%
3.1B
895.2M
-11.63% 21.85%
34.7
3.47
5.72% 46.94%
2.5B
237.5M
-5.25% 25.90%
29.03
10.54
19.89% 491.11%
SMALL-CAP
1.2B
413.5M
0.63% -1.64%
92.02
2.88
-1.65% -71.35%
229.4M
31.6M
-7.03% 245.79%
-39.07
7.25
2.76% 43.72%
207.0M
117.7M
5.53% -31.28%
-20.99
1.76
12.54% 11.24%
151.7M
544.5M
-42.19% -83.79%
-0.36
0.28
-18.24% -2615.41%

Envestnet Inc News

Latest updates
MarketBeat11 Jun 202412:12 pm
Yahoo Finance07 Jun 202404:29 pm
Yahoo Finance22 May 202407:00 am

Envestnet Inc Earnings Report: Key Takeaways & Analysis

Income Statement (Last 12 Months)
(In Thousands)
Income Statement (Quarterly)
(In Thousands)
(*) denotes actual numbers (not divided by Thousands)
Description(%) Q/Q2024Q12023Q42023Q32023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q1
Revenue2.3%325318317312299293307319321320303289275264253235247240236224200
Costs and Expenses-36.3%316496316328310319308351328321289278258252241231254227236245208
  S&GA Expenses-3.1%52.0054.0049.0053.0054.0061.0047.0066.0044.0054.0039.0042.0036.0042.0039.0038.0041.0028.0042.0042.0041.00
EBITDA Margin31.0%-0.04*-0.06*0.06*0.06*0.05*0.05*0.07*0.08*0.11*0.13*0.16*0.15*---------
Interest Expenses-88.3%2.0013.002.009.002.009.002.003.002.009.002.003.002.0022.002.005.003.0025.001.008.000.00
Income Taxes158.2%2.00-2.59-8.820.0024.009.002.00-5.832.00-1.41-0.8516.00-5.59-5.240.001.00-1.961.00-6.98-28.384.00
Earnings Before Taxes101.1%2.00-187-3.77-22.71-18.99-29.24-6.39-30.10-12.69-6.7211.007.009.002.003.00-4.16-9.154.00-9.94-27.77-14.50
EBT Margin10.9%-0.17*-0.19*-0.06*-0.06*-0.07*-0.06*-0.04*-0.03*0.00*0.02*0.03*0.02*---------
Net Income101.4%3.00-1827.00-23.13-41.23-35.59-7.29-24.27-14.71-5.0612.00-8.3715.007.002.00-5.47-7.194.00-3.081.00-18.27
Net Income Margin19.9%-0.15*-0.19*-0.08*-0.09*-0.09*-0.07*-0.04*-0.03*-0.01*0.01*0.02*0.01*---------
Free Cashflow-99.9%0.0075.0038.0060.00-37.929.0030.0044.00-0.6373.0046.0065.00---------
Balance Sheet
(In Millions)
Balance Sheet
(In Millions)
(*) denotes actual numbers (not divided by Millions)
Description(%) Q/Q2024Q12023Q42023Q32023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q1
Assets-0.7%1,8641,8772,0312,0542,0562,1122,2032,1872,2002,2412,2172,1712,1432,1442,1011,8311,8301,8021,7871,8121,371
  Current Assets15.7%305264203225223311393468501567550491489505481206187183167189349
    Cash Equivalents-33.0%61.0091.0043.0059.0053.0016224133836042939437037238536392.0069.0083.0072.0078.00246
  Net PPE--------------48.0049.0050.0053.0054.0054.0051.0047.00
  Goodwill-3.3%78080799899899899899646.0046.0092592592819.0090790790690788090890916.00
Liabilities-2.8%1,2671,3031,2791,3211,3191,3451,2631,2531,2471,2821,2701,2531,2291,1681,148958966934926959749
  Current Liabilities-12.1%257293270309298327616610275289269248229236226209203204366353339
  Long Term Debt0.1%878877875874873872509508850849848846845757750311308306303300297
    LT Debt, Current----20.0045.0045.00344343----------171169167
    LT Debt, Non Current0.1%878877875874873872509508850849848846845757750311308306303300297
Shareholder's Equity2.2%581568744732737768940934953960947917914976953874864868861854622
  Retained Earnings0.7%-355-357-174-181-160-118-82.42-75.13-51.85-37.99-32.88-44.62-36.34-79.91-87.15-89.06-84.14-75.66-79.25-76.17-77.07
  Additional Paid-In Capital1.5%1,2251,2071,1931,1751,1541,1351,1961,1771,1541,1321,1091,0891,0731,1671,1501,0721,0541,0371,0311,016778
Shares Outstanding0.6%55.0055.0055.0055.0054.0054.0055.0055.0055.0054.0054.0054.00---------
Minority Interest160.0%16.006.008.0010.0012.0013.00-0.471.002.002.003.000.00-0.41-0.52-1.31-2.06-1.37-1.52-1.34-1.46-1.18
Float----2,000---1,800---2,900---2,533---2,206-
Cashflow (Last 12 Months)
(In Millions)
Cashflow (Quarterly)
(In Millions)
(*) denotes actual numbers (not divided by Millions)
Description(%) Q/Q2024Q12023Q42023Q32023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q1
Cashflow From Operations-97.4%2.0076.0040.0073.00-33.6712.0034.0049.003.0081.0051.0069.0050.0038.0067.0056.009.0047.0059.0015.00-12.57
  Share Based Compensation46.6%19.0013.0017.0021.0019.0018.0017.0024.0022.0018.0019.0017.0014.0014.0016.0014.0016.0017.0015.0015.0013.00
Cashflow From Investing14.7%-24.66-28.90-28.50-37.91-58.76-24.37-128-51.94-46.07-41.10-25.67-59.19-50.17-16.78-20.30-17.23-45.69-11.19-16.55-323-24.49
Cashflow From Financing-14.7%4.004.00-27.58-28.73-20.66-63.87-0.71-17.51-26.23-4.01-0.85-12.14-12.170.00224-15.3424.00-24.60-48.72140-6.65
  Buy Backs-----9.0077.00-9.00-2.00-0.002.00--------
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ENV Income Statement

2024-03-31
Condensed Consolidated Statements of Operations - USD ($)
$ in Thousands
3 Months Ended
Mar. 31, 2024
Mar. 31, 2023
Revenue:  
Total revenue$ 324,950$ 298,707
Operating expenses:  
Direct expense126,633109,679
Employee compensation103,652114,215
General and administrative52,06554,350
Depreciation and amortization33,89231,520
Total operating expenses316,242309,764
Income (loss) from operations8,708(11,057)
Other expense, net(6,664)(7,935)
Income (loss) before income tax provision2,044(18,992)
Income tax provision1,50523,769
Net income (loss)539(42,761)
Add: Net loss attributable to non-controlling interest1,9741,533
Net income (loss) attributable to Envestnet, Inc.$ 2,513$ (41,228)
Net income (loss) attributable to Envestnet, Inc. per share:  
Basic (in dollars per share)$ 0.05$ (0.76)
Diluted (in dollars per share)$ 0.05$ (0.76)
Weighted average common shares outstanding:  
Basic (in shares)54,884,07454,143,259
Diluted (in shares)55,385,06654,143,259
Total recurring revenue  
Revenue:  
Total revenue$ 320,078$ 294,011
Asset-based  
Revenue:  
Total revenue202,616176,932
Operating expenses:  
Direct expense118,403102,623
Subscription-based  
Revenue:  
Total revenue117,462117,079
Operating expenses:  
Direct expense8,2307,052
Professional services and other revenue  
Revenue:  
Total revenue4,8724,696
Operating expenses:  
Direct expense$ 0$ 4

ENV Balance Sheet

2024-03-31
Condensed Consolidated Balance Sheets - USD ($)
$ in Thousands
Mar. 31, 2024
Dec. 31, 2023
Current assets:  
Cash and cash equivalents$ 61,226$ 91,378
Fees receivable, net135,630120,958
Prepaid expenses and other current assets53,33051,472
Assets held for deconsolidation55,0160
Total current assets305,202263,808
Property and equipment, net46,85648,223
Internally developed software, net214,507224,713
Intangible assets, net323,326338,068
Goodwill779,916806,563
Operating lease right-of-use assets, net67,12769,154
Other assets127,111126,723
Total assets1,864,0451,877,252
Current liabilities:  
Accounts payable, accrued expenses and other current liabilities201,126241,424
Operating lease liabilities12,47912,909
Deferred revenue34,58438,201
Liabilities held for deconsolidation8,9980
Total current liabilities257,187292,534
Debt877,842876,612
Operating lease liabilities, net of current portion98,085100,830
Deferred tax liabilities, net15,71616,568
Other liabilities17,89716,202
Total liabilities1,266,7271,302,746
Commitments and contingencies
Stockholders' equity  
Preferred stock, par value $0.005, 50,000,000 shares authorized; no shares issued and outstanding as of March 31, 2024 and December 31, 202300
Common stock, par value $0.005, 500,000,000 shares authorized; 71,633,071 and 71,129,801 shares issued as of March 31, 2024 and December 31, 2023, respectively; 55,099,000 and 54,773,662 shares outstanding as of March 31, 2024 and December 31, 2023, respectively358355
Treasury stock at cost, 16,534,071 and 16,356,139 shares as of March 31, 2024 and December 31, 2023, respectively(281,022)(272,573)
Additional paid-in capital1,225,2701,206,627
Accumulated deficit(355,138)(357,651)
Accumulated other comprehensive loss(8,571)(8,567)
Total stockholders’ equity, attributable to Envestnet, Inc.580,897568,191
Non-controlling interest16,4216,315
Total equity597,318574,506
Total liabilities and equity$ 1,864,045$ 1,877,252
ENV
Envestnet, Inc., together with its subsidiaries, provides wealth management software and services in the United States and internationally. It operates through Envestnet Wealth Solutions and Envestnet Data & Analytics segments. The Envestnet Wealth Solutions segment offers Envestnet | Enterprise, which provides an end-to-end open architecture wealth management platform, as well as data aggregation and reporting, data analytics, and digital advice capabilities; Envestnet | Tamarac that provides trading, rebalancing, portfolio accounting, performance reporting, and client relationship management software; and Envestnet | MoneyGuide that provides goals-based financial planning solutions to the financial services industry. This segment also provides Envestnet | Retirement Solutions, which provides a suite of services for advisor-sold retirement plans; and Envestnet | Portfolio Management Consultants that offer research and consulting services to assist advisors in creating investment solutions for their clients, and portfolio overlay and tax optimization services. The Envestnet Data & Analytics segment provides Envestnet Data & Analytics, a data aggregation, data intelligence, and experiences platform that enables consumers to aggregate financial accounts within client applications, as well as provides clients the functionality to gather, refine, and aggregate various sets of consumer permissioned data for use in financial applications, reports, market research analysis, and application programming interfaces. The company serves retail banks, credit unions, credit card providers, wealth management financial advisors and institutions, research and analyst firms, personal financial management, small business accounting, e-commerce, payment solutions providers, small business lending, and authentication customers. Envestnet, Inc. was founded in 1999 and is headquartered in Berwyn, Pennsylvania.
 CEO
 WEBSITEenvestnet.com
 INDUSTRYSoftware - Apps
 EMPLOYEES3429

Envestnet Inc Frequently Asked Questions


What is the ticker symbol for Envestnet Inc? What does ENV stand for in stocks?

ENV is the stock ticker symbol of Envestnet Inc. Every public company that trades on a stock exchange gets a ticker symbol.

What is the market capital of Envestnet Inc (ENV)?

As of Fri Jun 14 2024, market cap of Envestnet Inc is 3.3 Billion. The market capitalization is calculated by multiplying the stock price with the number of shares outstanding.

What is the fair value of ENV stock?

You can check ENV's fair value in chart for subscribers.

What is the fair value of ENV stock?

You can check ENV's fair value in chart for subscribers. The fair value of Envestnet Inc is provided for various growth and macro-economic scenarios from very pessimiatic to very optimistic assumptions. These fair values are estimates from Grufity's Fair Value model based on company's past performance. However, past performance of Envestnet Inc is no guarantee of future performance. These fairvalue estimates should only be used as one of the inputs in your stock analysis. We provide model's historical fair value estimates for ENV so that you know how good or bad the model has been in the past so you can discard it if needed. There are others that provide fair values of stocks such as wallmine, finbox, gurufocus and finviz. Most provide point in time estimates. We provide a history of our models fair value estimates so that you can get a sense of it's usefulness. Otherwise this data point is of little use.

Is Envestnet Inc a good stock to buy?

The fair value guage provides a quick view whether ENV is over valued or under valued. Whether Envestnet Inc is cheap or expensive depends on the assumptions which impact Envestnet Inc's fair value. We provide several scenarios of inflation and growth to encompass these range of assumptions for ENV.

What is Envestnet Inc's Price to Earnings (PE) and Price to sales (PS) ratio?

As of Fri Jun 14 2024, ENV's PE ratio (Price to Earnings) is -16.85 and Price to Sales (PS) ratio is 2.59. The price to earnings and price to sales ratio are two most important valuation metrics for any company. PE ratio tell us the number of years of earnings investors are ready to pay for owning the company. Historically, S&P500 price to earnings ratio has fallen below 12 during periods of gloom and gone past 30 during periods of euphoria. ENV PE ratio will change depending on the future growth rate expectations of investors.

What is 5 year return on Envestnet Inc's stock?

In the past 10 years, Envestnet Inc has provided 0.024 (multiply by 100 for percentage) rate of return.