ENV RSI Chart
Last 7 days
10.5%
Last 30 days
12.1%
Last 90 days
24.8%
Trailing 12 Months
-3.9%
Historical Charts for Stock Metrics
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2023 | 1.2B | 1.2B | 1.2B | 1.2B |
2022 | 1.2B | 1.3B | 1.3B | 1.2B |
2021 | 1.0B | 1.1B | 1.1B | 1.2B |
2020 | 947.0M | 957.9M | 974.3M | 998.2M |
2019 | 814.0M | 837.3M | 870.3M | 900.1M |
2018 | 723.9M | 757.6M | 785.1M | 812.4M |
2017 | 604.1M | 629.8M | 656.3M | 683.7M |
2016 | 456.3M | 495.3M | 541.1M | 578.2M |
2015 | 366.7M | 384.5M | 399.3M | 420.9M |
2014 | 274.4M | 307.6M | 326.3M | 348.7M |
2013 | 171.2M | 184.9M | 212.5M | 242.5M |
2012 | 126.6M | 133.2M | 143.4M | 157.3M |
2011 | 105.7M | 112.8M | 120.2M | 123.2M |
2010 | 0 | 84.6M | 91.3M | 98.1M |
2009 | 0 | 0 | 0 | 77.9M |
Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
---|---|---|---|---|---|---|
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 | majoros matthew | sold (taxes) | -3,995 | 55.49 | -72.00 | principal accounting officer |
Mar 11, 2024 | cooper barry d. | sold (taxes) | -10,432 | 55.49 | -188 | svp, head of accounting mgmt. |
Mar 11, 2024 | crager william | sold (taxes) | -290,268 | 55.49 | -5,231 | chief executive officer |
Mar 11, 2024 | o'brien shelly | sold (taxes) | -30,464 | 55.49 | -549 | chief legal officer |
Mar 07, 2024 | wolfe lauren taylor | bought | 1,145,060 | 52.62 | 21,761 | - |
Mar 06, 2024 | wolfe lauren taylor | bought | 481,237 | 51.19 | 9,401 | - |
Feb 29, 2024 | wolfe lauren taylor | acquired | - | - | 3,472 | - |
Feb 29, 2024 | o'brien shelly | acquired | - | - | 25,959 | chief legal officer |
Which funds bought or sold ENV recently?
View All DetailsDatesorted ascending | Fund Name | Type | % Chg | $ Change | $ Held | % Portfolio |
---|---|---|---|---|---|---|
Apr 18, 2024 | Integrated Investment Consultants, LLC | reduced | -5.75 | 36,917 | 398,363 | 0.11% |
Apr 18, 2024 | Hexagon Capital Partners LLC | unchanged | - | 201 | 1,390 | -% |
Apr 18, 2024 | FARMERS & MERCHANTS INVESTMENTS INC | unchanged | - | 285 | 1,969 | -% |
Apr 17, 2024 | NEW MEXICO EDUCATIONAL RETIREMENT BOARD | new | - | 841,000 | 841,000 | 0.03% |
Apr 16, 2024 | Asset Dedication, LLC | unchanged | - | - | 1,000 | -% |
Apr 15, 2024 | S.A. Mason LLC | reduced | -47.89 | -137,325 | 214,267 | 0.13% |
Apr 10, 2024 | PARK AVENUE SECURITIES LLC | reduced | -8.17 | 24,000 | 344,000 | -% |
Apr 10, 2024 | Bruce G. Allen Investments, LLC | sold off | -100 | -2,773 | - | -% |
Apr 09, 2024 | MASSMUTUAL TRUST CO FSB/ADV | added | 17.33 | 1,382 | 5,096 | -% |
Apr 09, 2024 | MATHER GROUP, LLC. | new | - | 743 | 743 | -% |
Unveiling Envestnet Inc's Major ShareHolders
Date Filed | Name of Filer | Percent of Class | No. of Shares | Form Type | |
---|---|---|---|---|---|
Peers (Alternatives to Envestnet Inc)
Name | Mkt Capsorted ascending | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
---|---|---|---|---|---|---|---|---|
LARGE-CAP | ||||||||
CRM | 262.3B | 34.9B | 63.41 | 7.52 | ||||
UBER | 143.7B | 37.3B | 76.17 | 3.86 | ||||
ADSK | 46.3B | 5.3B | 50.51 | 8.66 | ||||
ANSS | 28.0B | 2.3B | 56.01 | 12.35 | ||||
ZM | 17.9B | 4.5B | 28.05 | 3.95 | ||||
MID-CAP | ||||||||
APPF | 7.4B | 620.4M | 2.7K | 11.97 | ||||
LYFT | 6.2B | 4.4B | -18.29 | 1.41 | ||||
AYX | 3.4B | 970.0M | -19.13 | 3.53 | ||||
ALRM | 3.2B | 881.7M | 39.86 | 3.63 | ||||
AI | 2.5B | 296.4M | -9.19 | 8.43 | ||||
AGYS | 2.2B | 228.1M | 25.62 | 9.81 | ||||
SMALL-CAP | ||||||||
AVID | 1.2B | 413.5M | 92.02 | 2.88 | ||||
APPS | 188.7M | 572.4M | -0.95 | 0.33 | ||||
ASUR | 178.5M | 119.1M | -19.37 | 1.5 | ||||
AEYE | 145.8M | 31.3M | -24.84 | 4.66 |
Envestnet Inc News
Income Statement (Quarterly) | ||||||||||||||||||||||
Description | (%) Q/Q | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 |
Revenue | 0.2% | 318 | 317 | 312 | 299 | 293 | 307 | 319 | 321 | 320 | 303 | 289 | 275 | 264 | 253 | 235 | 247 | 240 | 236 | 224 | 200 | 210 |
Costs and Expenses | 56.9% | 496 | 316 | 328 | 310 | 319 | 308 | 351 | 328 | 321 | 289 | 278 | 258 | 252 | 241 | 231 | 254 | 227 | 236 | 245 | 208 | 199 |
S&GA Expenses | 10.2% | 54.00 | 49.00 | 53.00 | 54.00 | 61.00 | 47.00 | 66.00 | 44.00 | 54.00 | 39.00 | 42.00 | 36.00 | 42.00 | 39.00 | 38.00 | 41.00 | 28.00 | 42.00 | 42.00 | 41.00 | 38.00 |
EBITDA Margin | -199.8% | -0.06* | 0.06* | 0.06* | 0.05* | 0.06* | 0.07* | 0.08* | 0.11* | 0.13* | 0.16* | 0.15* | 0.15* | - | - | - | - | - | - | - | - | - |
Interest Expenses | 691.4% | 13.00 | 2.00 | 9.00 | 2.00 | 9.00 | 2.00 | 3.00 | 2.00 | 9.00 | 2.00 | 3.00 | 2.00 | 22.00 | 2.00 | 5.00 | 3.00 | 25.00 | 1.00 | 8.00 | 0.00 | 14.00 |
Income Taxes | 70.7% | -2.59 | -8.82 | 0.00 | 24.00 | 9.00 | 2.00 | -5.83 | 2.00 | -1.41 | -0.85 | 16.00 | -5.59 | -5.24 | 0.00 | 1.00 | -1.96 | 1.00 | -6.98 | -28.38 | 4.00 | 5.00 |
Earnings Before Taxes | -4876.7% | -187 | -3.77 | -22.71 | -18.99 | -29.24 | -6.39 | -30.10 | -12.69 | -6.72 | 11.00 | 7.00 | 9.00 | 2.00 | 3.00 | -4.16 | -9.15 | 4.00 | -9.94 | -27.77 | -14.50 | 5.00 |
EBT Margin | -205.7% | -0.19* | -0.06* | -0.06* | -0.07* | -0.06* | -0.04* | -0.03* | 0.00* | 0.02* | 0.03* | 0.02* | 0.01* | - | - | - | - | - | - | - | - | - |
Net Income | -2660.2% | -181 | 7.00 | -23.13 | -42.76 | -35.59 | -7.29 | -24.27 | -14.71 | -5.06 | 12.00 | -8.37 | 15.00 | 7.00 | 2.00 | -5.47 | -7.19 | 4.00 | -3.08 | 1.00 | -18.27 | 0.00 |
Net Income Margin | -149.6% | -0.19* | -0.08* | -0.09* | -0.09* | -0.07* | -0.04* | -0.03* | -0.01* | 0.01* | 0.02* | 0.01* | 0.02* | - | - | - | - | - | - | - | - | - |
Free Cashflow | 94.6% | 75.00 | 38.00 | 60.00 | -37.92 | 28.00 | 30.00 | 44.00 | -0.63 | 73.00 | 46.00 | 65.00 | 43.00 | - | - | - | - | - | - | - | - | - |
Balance Sheet | ||||||||||||||||||||||
Description | (%) Q/Q | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 |
Assets | -7.6% | 1,877 | 2,031 | 2,054 | 2,056 | 2,112 | 2,203 | 2,187 | 2,200 | 2,241 | 2,217 | 2,171 | 2,143 | 2,144 | 2,101 | 1,831 | 1,830 | 1,802 | 1,787 | 1,812 | 1,371 | 1,314 |
Current Assets | 29.9% | 264 | 203 | 225 | 223 | 311 | 393 | 468 | 501 | 567 | 550 | 491 | 489 | 505 | 481 | 206 | 187 | 183 | 167 | 189 | 349 | 381 |
Cash Equivalents | 111.5% | 91.00 | 43.00 | 59.00 | 53.00 | 162 | 241 | 338 | 360 | 429 | 394 | 370 | 372 | 385 | 363 | 92.00 | 69.00 | 83.00 | 72.00 | 78.00 | 246 | 290 |
Net PPE | - | - | - | - | - | - | - | - | - | - | - | - | - | 48.00 | 49.00 | 50.00 | 53.00 | 54.00 | 54.00 | 51.00 | 47.00 | 45.00 |
Goodwill | -19.2% | 807 | 998 | 998 | 998 | 998 | 996 | 46.00 | 46.00 | 925 | 925 | 928 | 19.00 | 907 | 907 | 906 | 907 | 880 | 908 | 909 | 16.00 | 22.00 |
Liabilities | 1.8% | 1,303 | 1,279 | 1,321 | 1,319 | 1,345 | 1,263 | 1,253 | 1,247 | 1,282 | 1,270 | 1,253 | 1,229 | 1,168 | 1,148 | 958 | 966 | 934 | 926 | 959 | 749 | 681 |
Current Liabilities | 8.2% | 293 | 270 | 309 | 298 | 327 | 616 | 610 | 275 | 289 | 269 | 248 | 229 | 236 | 226 | 209 | 203 | 204 | 366 | 353 | 339 | 343 |
Long Term Debt | 0.1% | 877 | 875 | 874 | 873 | 872 | 509 | 508 | 850 | 849 | 848 | 846 | 845 | 757 | 750 | 311 | 308 | 306 | 303 | 300 | 297 | 295 |
LT Debt, Current | - | - | - | 20.00 | 45.00 | 45.00 | 344 | 343 | - | - | - | - | - | - | - | - | - | - | 171 | 169 | 167 | 166 |
LT Debt, Non Current | 0.1% | 877 | 875 | 874 | 873 | 872 | 509 | 508 | 850 | 849 | 848 | 846 | 845 | 757 | 750 | 311 | 308 | 306 | 303 | 300 | 297 | 295 |
Shareholder's Equity | -23.6% | 568 | 744 | 732 | 737 | 755 | 940 | 934 | 953 | 960 | 947 | 917 | 914 | 976 | 953 | 874 | 864 | 868 | 861 | 854 | 622 | 633 |
Retained Earnings | -105.0% | -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 | -58.88 |
Additional Paid-In Capital | 1.1% | 1,207 | 1,193 | 1,175 | 1,154 | 1,135 | 1,196 | 1,177 | 1,154 | 1,132 | 1,109 | 1,089 | 1,073 | 1,167 | 1,150 | 1,072 | 1,054 | 1,037 | 1,031 | 1,016 | 778 | 761 |
Shares Outstanding | 0.2% | 55.00 | 55.00 | 55.00 | 54.00 | 54.00 | 55.00 | 55.00 | 55.00 | 54.00 | 54.00 | 54.00 | 54.00 | - | - | - | - | - | - | - | - | - |
Minority Interest | -21.1% | 6.00 | 8.00 | 10.00 | 12.00 | 13.00 | -0.47 | 1.00 | 2.00 | 2.00 | 3.00 | 0.00 | -0.41 | -0.52 | -1.31 | -2.06 | -1.37 | -1.52 | -1.34 | -1.46 | -1.18 | -1.10 |
Float | - | - | - | 2,000 | - | - | - | 1,800 | - | - | - | 2,900 | - | - | - | 2,533 | - | - | - | 2,206 | - | - |
Cashflow (Quarterly) | ||||||||||||||||||||||
Description | (%) Q/Q | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 |
Cashflow From Operations | 88.9% | 76.00 | 40.00 | 73.00 | -33.52 | 12.00 | 34.00 | 49.00 | 3.00 | 81.00 | 51.00 | 69.00 | 50.00 | 38.00 | 67.00 | 56.00 | 9.00 | 47.00 | 59.00 | 15.00 | -12.57 | 34.00 |
Share Based Compensation | -25.5% | 13.00 | 17.00 | 21.00 | 19.00 | 18.00 | 17.00 | 24.00 | 22.00 | 18.00 | 19.00 | 17.00 | 14.00 | 14.00 | 16.00 | 14.00 | 16.00 | 17.00 | 15.00 | 15.00 | 13.00 | 11.00 |
Cashflow From Investing | -1.4% | -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 | -12.02 |
Cashflow From Financing | 115.5% | 4.00 | -27.58 | -28.58 | -20.81 | -63.87 | -0.71 | -17.51 | -26.23 | -4.01 | -0.85 | -12.14 | -12.17 | 0.00 | 224 | -15.34 | 24.00 | -24.60 | -48.72 | 140 | -6.65 | 113 |
Buy Backs | - | - | - | - | 9.00 | 77.00 | - | 9.00 | - | 2.00 | - | 0.00 | 2.00 | - | - | - | - | - | - | - | - | - |
Consolidated Statements of Operations - USD ($) | 12 Months Ended | ||
---|---|---|---|
Dec. 31, 2023 | Dec. 31, 2022 | Dec. 31, 2021 | |
Revenue: | |||
Total revenue | $ 1,245,620,000 | $ 1,239,784,000 | $ 1,186,517,000 |
Operating expenses: | |||
Direct expense | 473,038,000 | 470,424,000 | 423,723,000 |
Employee compensation | 444,828,000 | 490,725,000 | 432,829,000 |
General and administrative | 210,113,000 | 218,831,000 | 171,657,000 |
Depreciation and amortization | 130,304,000 | 125,828,000 | 117,767,000 |
Goodwill impairment | 191,818,000 | 0 | 0 |
Total operating expenses | 1,450,101,000 | 1,305,808,000 | 1,145,976,000 |
Income (loss) from operations | (204,481,000) | (66,024,000) | 40,541,000 |
Other income (expense): | |||
Interest income | 6,288,000 | 4,184,000 | 827,000 |
Interest expense | (25,138,000) | (16,843,000) | (16,931,000) |
Other income (expense), net | (9,666,000) | 264,000 | (4,076,000) |
Total other income (expense), net | (28,516,000) | (12,395,000) | (20,180,000) |
Income (loss) before income tax provision | (232,997,000) | (78,419,000) | 20,361,000 |
Income tax provision | 12,777,000 | 7,061,000 | 7,667,000 |
Net income (loss) | (245,774,000) | (85,480,000) | 12,694,000 |
Add: Net loss attributable to non-controlling interest | 7,050,000 | 4,541,000 | 602,000 |
Net income (loss) attributable to Envestnet, Inc. | $ (238,724,000) | $ (80,939,000) | $ 13,296,000 |
Net income (loss) attributable to Envestnet, Inc. per share: | |||
Basic (in dollars per share) | $ (4.38) | $ (1.47) | $ 0.24 |
Diluted (in dollars per share) | $ (4.38) | $ (1.59) | $ 0.24 |
Weighted average common shares outstanding: | |||
Basic (in shares) | 54,457,365 | 55,199,482 | 54,470,975 |
Diluted (in shares) | 54,457,365 | 56,842,125 | 55,384,096 |
Total recurring revenue | |||
Revenue: | |||
Total revenue | $ 1,209,968,000 | $ 1,216,072,000 | $ 1,163,365,000 |
Asset-based | |||
Revenue: | |||
Total revenue | 745,238,000 | 738,228,000 | 709,376,000 |
Operating expenses: | |||
Direct expense | 434,123,000 | 430,345,000 | 393,717,000 |
Subscription-based | |||
Revenue: | |||
Total revenue | 464,730,000 | 477,844,000 | 453,989,000 |
Operating expenses: | |||
Direct expense | 30,814,000 | 32,577,000 | 29,445,000 |
Professional services and other revenue | |||
Revenue: | |||
Total revenue | 35,652,000 | 23,712,000 | 23,152,000 |
Operating expenses: | |||
Direct expense | $ 8,101,000 | $ 7,502,000 | $ 561,000 |
Consolidated Balance Sheets - USD ($) $ in Thousands | Dec. 31, 2023 | Dec. 31, 2022 |
---|---|---|
Current assets: | ||
Cash and cash equivalents | $ 91,378 | $ 162,173 |
Fees receivable, net | 120,958 | 101,696 |
Prepaid expenses and other current assets | 51,472 | 47,422 |
Total current assets | 263,808 | 311,291 |
Property and equipment, net | 48,223 | 48,481 |
Internally developed software, net | 224,713 | 184,558 |
Intangible assets, net | 338,068 | 379,995 |
Goodwill | 806,563 | 998,414 |
Operating lease right-of-use assets, net | 69,154 | 81,596 |
Other assets | 126,723 | 107,830 |
Total assets | 1,877,252 | 2,112,165 |
Current liabilities: | ||
Accounts payable, accrued expenses and other current liabilities | 241,424 | 233,866 |
Operating lease liabilities | 12,909 | 11,949 |
Deferred revenue | 38,201 | 36,363 |
Current portion of debt | 0 | 44,886 |
Total current liabilities | 292,534 | 327,064 |
Debt | 876,612 | 871,769 |
Operating lease liabilities, net of current portion | 100,830 | 110,652 |
Deferred tax liabilities, net | 16,568 | 16,196 |
Other liabilities | 16,202 | 18,880 |
Total liabilities | 1,302,746 | 1,344,561 |
Commitments and contingencies | ||
Stockholders’ equity | ||
Preferred stock, par value $0.005, 50,000,000 shares authorized; no shares issued and outstanding as of December 31, 2023 and December 31, 2022 | 0 | 0 |
Common stock, par value $0.005, 500,000,000 shares authorized; 71,129,801 and 70,025,733 shares issued as of December 31, 2023 and December 31, 2022, respectively; 54,773,662 and 54,013,826 shares outstanding as of December 31, 2023 and December 31, 2022, respectively | 355 | 350 |
Treasury stock at cost, 16,356,139 and 16,011,907 shares as of December 31, 2023 and December 31, 2022, respectively | (272,573) | (253,551) |
Additional paid-in capital | 1,206,627 | 1,135,284 |
Accumulated deficit | (357,651) | (118,927) |
Accumulated other comprehensive loss | (8,567) | (8,589) |
Total stockholders’ equity, attributable to Envestnet, Inc. | 568,191 | 754,567 |
Non-controlling interest | 6,315 | 13,037 |
Total equity | 574,506 | 767,604 |
Total liabilities and equity | $ 1,877,252 | $ 2,112,165 |
 | Mr. William C. Crager |
---|---|
 | envestnet.com |
 | Software - Apps |
 | 3429 |