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ENV

ENV - Envestnet Inc Stock Price, Fair Value and News

62.60USD-0.73 (-1.15%)Delayed as of 22 Apr 2024, 01:21 pm ET

Market Summary

ENV
USD62.60-0.73
Delayedas of 22 Apr 2024, 01:21 pm
-1.15%

ENV Alerts

  • 1 major insider buys recently.

ENV Stock Price

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ENV RSI Chart

ENV Valuation

Market Cap

3.5B

Price/Earnings (Trailing)

-14.44

Price/Sales (Trailing)

2.79

EV/EBITDA

-54.86

Price/Free Cashflow

25.54

ENV Price/Sales (Trailing)

ENV Profitability

Operating Margin

75.44%

EBT Margin

-18.71%

Return on Equity

-42.3%

Return on Assets

-12.8%

Free Cashflow Yield

3.92%

ENV Fundamentals

ENV Revenue

Revenue (TTM)

1.2B

Rev. Growth (Yr)

8.45%

Rev. Growth (Qtr)

0.25%

ENV Earnings

Earnings (TTM)

-240.3M

Earnings Growth (Yr)

-410.12%

Earnings Growth (Qtr)

-2.7K%

Breaking Down ENV Revenue

52 Week Range

38.7266.50
(Low)(High)

Last 7 days

10.5%

Last 30 days

12.1%

Last 90 days

24.8%

Trailing 12 Months

-3.9%

How does ENV drawdown profile look like?

ENV Financial Health

Current Ratio

0.9

Debt/Equity

1.54

Debt/Cashflow

0.18

ENV Investor Care

Shares Dilution (1Y)

1.42%

Diluted EPS (TTM)

-4.38

Historical Charts for Stock Metrics

Get all data in R, Python etc through our Historical Stock Data APIs
Net sales
YearQ1Q2Q3Q4
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

Tracking the Latest Insider Buys and Sells of Envestnet Inc

Filter Transactions
Datesorted ascendingNameBuy/Sell$ ValueAvg. Price# SharesTitle
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

1–10 of 50

Which funds bought or sold ENV recently?

View All Details
Datesorted ascendingFund NameType% 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
-%

1–10 of 36

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
Apr 05, 2024
DEF 14A
DEF 14A
Mar 28, 2024
8-K
Current Report
Mar 27, 2024
4
Insider Trading
Mar 25, 2024
144
Notice of Insider Sale Intent
Mar 19, 2024
4
Insider Trading
Mar 19, 2024
PRE 14A
PRE 14A
Mar 15, 2024
8-K
Current Report
Mar 15, 2024
8-K/A
Current Report
Mar 15, 2024
4/A
Insider Trading
Mar 13, 2024
4
Insider Trading

Peers (Alternatives to Envestnet Inc)

NameMkt Capsorted ascendingRevenuePrice %, 1MReturns, 1YP/EP/SRev 1-YrInc 1-Yr
LARGE-CAP
262.3B
34.9B
-11.66% 36.89%
63.41
7.52
11.18% 1888.46%
143.7B
37.3B
-11.98% 119.75%
76.17
3.86
16.95% 120.64%
46.3B
5.3B
-17.50% 11.24%
50.51
8.66
9.15% 48.14%
28.0B
2.3B
-6.19% -0.42%
56.01
12.35
9.90% -4.45%
17.9B
4.5B
-11.08% -9.51%
28.05
3.95
3.06% 514.65%
MID-CAP
7.4B
620.4M
-8.38% 60.84%
2.7K
11.97
31.48% 103.97%
6.2B
4.4B
-15.89% 64.13%
-18.29
1.41
7.53% 78.52%
3.4B
970.0M
0.90% -15.87%
-19.13
3.53
13.46% 43.89%
3.2B
881.7M
-12.66% 33.07%
39.86
3.63
4.64% 44.42%
2.5B
296.4M
-27.64% 0.10%
-9.19
8.43
11.14% -3.59%
2.2B
228.1M
3.51% -4.00%
25.62
9.81
18.99% 599.09%
SMALL-CAP
1.2B
413.5M
0.63% -1.64%
92.02
2.88
-1.65% -71.35%
188.7M
572.4M
-35.44% -85.10%
-0.95
0.33
-19.38% -489.49%
178.5M
119.1M
-16.23% -58.21%
-19.37
1.5
24.27% 36.31%
145.8M
31.3M
23.45% 91.88%
-24.84
4.66
4.69% 43.72%

Envestnet Inc News

Latest updates
Yahoo Finance • 17 Apr 2024 • 08:41 pm
Seeking Alpha • 16 Apr 2024 • 06:34 pm
Yahoo Finance • 16 Apr 2024 • 04:10 pm
Simply Wall St • 21 Mar 2024 • 07:00 am
Seeking Alpha • 24 Feb 2024 • 08:00 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/Q2023Q42023Q32023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q12018Q4
Revenue0.2%318317312299293307319321320303289275264253235247240236224200210
Costs and Expenses56.9%496316328310319308351328321289278258252241231254227236245208199
  S&GA Expenses10.2%54.0049.0053.0054.0061.0047.0066.0044.0054.0039.0042.0036.0042.0039.0038.0041.0028.0042.0042.0041.0038.00
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 Expenses691.4%13.002.009.002.009.002.003.002.009.002.003.002.0022.002.005.003.0025.001.008.000.0014.00
Income Taxes70.7%-2.59-8.820.0024.009.002.00-5.832.00-1.41-0.8516.00-5.59-5.240.001.00-1.961.00-6.98-28.384.005.00
Earnings Before Taxes-4876.7%-187-3.77-22.71-18.99-29.24-6.39-30.10-12.69-6.7211.007.009.002.003.00-4.16-9.154.00-9.94-27.77-14.505.00
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%-1817.00-23.13-42.76-35.59-7.29-24.27-14.71-5.0612.00-8.3715.007.002.00-5.47-7.194.00-3.081.00-18.270.00
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 Cashflow94.6%75.0038.0060.00-37.9228.0030.0044.00-0.6373.0046.0065.0043.00---------
Balance Sheet
(In Millions)
Balance Sheet
(In Millions)
(*) denotes actual numbers (not divided by Millions)
Description(%) Q/Q2023Q42023Q32023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q12018Q4
Assets-7.6%1,8772,0312,0542,0562,1122,2032,1872,2002,2412,2172,1712,1432,1442,1011,8311,8301,8021,7871,8121,3711,314
  Current Assets29.9%264203225223311393468501567550491489505481206187183167189349381
    Cash Equivalents111.5%91.0043.0059.0053.0016224133836042939437037238536392.0069.0083.0072.0078.00246290
  Net PPE-------------48.0049.0050.0053.0054.0054.0051.0047.0045.00
  Goodwill-19.2%80799899899899899646.0046.0092592592819.0090790790690788090890916.0022.00
Liabilities1.8%1,3031,2791,3211,3191,3451,2631,2531,2471,2821,2701,2531,2291,1681,148958966934926959749681
  Current Liabilities8.2%293270309298327616610275289269248229236226209203204366353339343
  Long Term Debt0.1%877875874873872509508850849848846845757750311308306303300297295
    LT Debt, Current---20.0045.0045.00344343----------171169167166
    LT Debt, Non Current0.1%877875874873872509508850849848846845757750311308306303300297295
Shareholder's Equity-23.6%568744732737755940934953960947917914976953874864868861854622633
  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 Capital1.1%1,2071,1931,1751,1541,1351,1961,1771,1541,1321,1091,0891,0731,1671,1501,0721,0541,0371,0311,016778761
Shares Outstanding0.2%55.0055.0055.0054.0054.0055.0055.0055.0054.0054.0054.0054.00---------
Minority Interest-21.1%6.008.0010.0012.0013.00-0.471.002.002.003.000.00-0.41-0.52-1.31-2.06-1.37-1.52-1.34-1.46-1.18-1.10
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/Q2023Q42023Q32023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q12018Q4
Cashflow From Operations88.9%76.0040.0073.00-33.5212.0034.0049.003.0081.0051.0069.0050.0038.0067.0056.009.0047.0059.0015.00-12.5734.00
  Share Based Compensation-25.5%13.0017.0021.0019.0018.0017.0024.0022.0018.0019.0017.0014.0014.0016.0014.0016.0017.0015.0015.0013.0011.00
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 Financing115.5%4.00-27.58-28.58-20.81-63.87-0.71-17.51-26.23-4.01-0.85-12.14-12.170.00224-15.3424.00-24.60-48.72140-6.65113
  Buy Backs----9.0077.00-9.00-2.00-0.002.00---------

ENV Income Statement

2023-12-31
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 expense473,038,000470,424,000423,723,000
Employee compensation444,828,000490,725,000432,829,000
General and administrative210,113,000218,831,000171,657,000
Depreciation and amortization130,304,000125,828,000117,767,000
Goodwill impairment191,818,00000
Total operating expenses1,450,101,0001,305,808,0001,145,976,000
Income (loss) from operations(204,481,000)(66,024,000)40,541,000
Other income (expense):   
Interest income6,288,0004,184,000827,000
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 provision12,777,0007,061,0007,667,000
Net income (loss)(245,774,000)(85,480,000)12,694,000
Add: Net loss attributable to non-controlling interest7,050,0004,541,000602,000
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)54,457,36555,199,48254,470,975
Diluted (in shares)54,457,36556,842,12555,384,096
Total recurring revenue   
Revenue:   
Total revenue$ 1,209,968,000$ 1,216,072,000$ 1,163,365,000
Asset-based   
Revenue:   
Total revenue745,238,000738,228,000709,376,000
Operating expenses:   
Direct expense434,123,000430,345,000393,717,000
Subscription-based   
Revenue:   
Total revenue464,730,000477,844,000453,989,000
Operating expenses:   
Direct expense30,814,00032,577,00029,445,000
Professional services and other revenue   
Revenue:   
Total revenue35,652,00023,712,00023,152,000
Operating expenses:   
Direct expense$ 8,101,000$ 7,502,000$ 561,000

ENV Balance Sheet

2023-12-31
Consolidated Balance Sheets - USD ($)
$ in Thousands
Dec. 31, 2023
Dec. 31, 2022
Current assets:  
Cash and cash equivalents$ 91,378$ 162,173
Fees receivable, net120,958101,696
Prepaid expenses and other current assets51,47247,422
Total current assets263,808311,291
Property and equipment, net48,22348,481
Internally developed software, net224,713184,558
Intangible assets, net338,068379,995
Goodwill806,563998,414
Operating lease right-of-use assets, net69,15481,596
Other assets126,723107,830
Total assets1,877,2522,112,165
Current liabilities:  
Accounts payable, accrued expenses and other current liabilities241,424233,866
Operating lease liabilities12,90911,949
Deferred revenue38,20136,363
Current portion of debt044,886
Total current liabilities292,534327,064
Debt876,612871,769
Operating lease liabilities, net of current portion100,830110,652
Deferred tax liabilities, net16,56816,196
Other liabilities16,20218,880
Total liabilities1,302,7461,344,561
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, 202200
Common stock, par value $0.005, 500,000,000 shares authorized; 71,129,801 and 70,025,733 shares issued as of December 31, 2023 and December 31, 2022, respectively; 54,773,662 and 54,013,826 shares outstanding as of December 31, 2023 and December 31, 2022, respectively355350
Treasury stock at cost, 16,356,139 and 16,011,907 shares as of December 31, 2023 and December 31, 2022, respectively(272,573)(253,551)
Additional paid-in capital1,206,6271,135,284
Accumulated deficit(357,651)(118,927)
Accumulated other comprehensive loss(8,567)(8,589)
Total stockholders’ equity, attributable to Envestnet, Inc.568,191754,567
Non-controlling interest6,31513,037
Total equity574,506767,604
Total liabilities and equity$ 1,877,252$ 2,112,165
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 Apr 19 2024, market cap of Envestnet Inc is 3.47 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 Apr 19 2024, ENV's PE ratio (Price to Earnings) is -14.44 and Price to Sales (PS) ratio is 2.79. 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 0.057 (multiply by 100 for percentage) rate of return.