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Envestnet, Inc.NYSE:ENV 주식 보고서

시가총액 US$3.5b
주가
n/a
US$63.26
해당 없음내재 할인율
1Y70.7%
7D0.1%
1D
포트폴리오 가치
​
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Envestnet, Inc.

NYSE:ENV 주식 리포트

시가총액: US$3.5b

This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

Envestnet (ENV) 주식 개요

는 자회사를 통해 미국 및 전 세계에 자산 관리 소프트웨어 및 서비스를 제공합니다. 자세히 보기

ENV 펀더멘털 분석
스노우플레이크 점수
가치 평가4/6
미래 성장4/6
과거 실적0/6
재무 건전성2/6
배당0/6

강점

공정 가치 추정치보다 낮은 41.7% 에서 거래

수익은 매년 66.5% 증가할 것으로 예상됩니다.

위험 분석

우리의 위험 점검에서 ENV에 대한 위험이 감지되지 않았습니다.

ENV Community Fair Values

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Envestnet, Inc. 경쟁사

가격 이력 및 성과

Envestnet 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가US$63.14
52주 최고가US$73.04
52주 최저가US$36.43
베타1.25
1개월 변동0.62%
3개월 변동0.46%
1년 변동70.74%
3년 변동-17.91%
5년 변동-9.68%
IPO 이후 변동517.20%

최근 뉴스 및 업데이트

Seeking Alpha • Oct 06

Why Investors Should Steer Clear Of The Envestnet Buyout

Summary Bain Capital's $4.5 billion bid to take Envestnet private is approved, with a closing expected in Q4 2024. Envestnet provides critical wealth management software and services, generating revenue from subscriptions, AUM/A, and professional services. Despite its strong market position, Envestnet faces financial challenges, including rising expenses and recent losses, making it an attractive turnaround target for Bain. The deal's high certainty of closing and strategic benefits make it a near risk-free opportunity, but caution is advised due to potential market uncertainties. Read the full article on Seeking Alpha

Recent updates

Seeking Alpha • Oct 06

Why Investors Should Steer Clear Of The Envestnet Buyout

Summary Bain Capital's $4.5 billion bid to take Envestnet private is approved, with a closing expected in Q4 2024. Envestnet provides critical wealth management software and services, generating revenue from subscriptions, AUM/A, and professional services. Despite its strong market position, Envestnet faces financial challenges, including rising expenses and recent losses, making it an attractive turnaround target for Bain. The deal's high certainty of closing and strategic benefits make it a near risk-free opportunity, but caution is advised due to potential market uncertainties. Read the full article on Seeking Alpha
분석 기사 • Jun 19

We Like These Underlying Return On Capital Trends At Envestnet (NYSE:ENV)

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...
분석 기사 • May 30

Is There An Opportunity With Envestnet, Inc.'s (NYSE:ENV) 28% Undervaluation?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Envestnet fair value estimate is US$94.59 Envestnet's US$67.97...
Seeking Alpha • May 12

Envestnet: Watch Above-Expectations Earnings And Potential Event-Driven Catalyst

Summary ENV achieved a +9% EPS beat in Q1 2024, and the company anticipates that its bottom line could rise by +36% YoY for Q2. Envestnet's valuations are attractive based on a comparison of its EV/EBITDA metric with its EBITDA growth outlook, so its shares could possibly trade higher in a potential takeover scenario. A Buy rating for ENV is maintained after considering its recent quarterly performance and the potential event-driven catalyst. Read the full article on Seeking Alpha
분석 기사 • Apr 27

Envestnet (NYSE:ENV) Has A Pretty Healthy Balance Sheet

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
분석 기사 • Apr 08

Envestnet, Inc.'s (NYSE:ENV) Share Price Is Matching Sentiment Around Its Revenues

You may think that with a price-to-sales (or "P/S") ratio of 2.6x Envestnet, Inc. ( NYSE:ENV ) is a stock worth...
분석 기사 • Mar 21

Is It Too Late To Consider Buying Envestnet, Inc. (NYSE:ENV)?

Envestnet, Inc. ( NYSE:ENV ), is not the largest company out there, but it saw a significant share price rise of 33% in...
Seeking Alpha • Feb 25

Envestnet: Still Bullish After Q4 Results Beat

Summary Envestnet's normalized EPS jumped by +44% YoY to $0.65 in Q4 2023, which translated into a meaningful +23% earnings beat. Envestnet sees the company's bottom line growing by a strong +18% YoY in the first quarter of this year. My existing Buy rating for Envestnet is intact, as I am impressed with the company's latest quarterly results and forward-looking guidance. Read the full article on Seeking Alpha
분석 기사 • Jan 27

Is Envestnet (NYSE:ENV) A Risky Investment?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
분석 기사 • Jan 09

Envestnet, Inc. (NYSE:ENV) Shares Could Be 22% Below Their Intrinsic Value Estimate

Key Insights The projected fair value for Envestnet is US$65.66 based on 2 Stage Free Cash Flow to Equity Envestnet is...
분석 기사 • Dec 22

Envestnet, Inc. (NYSE:ENV) Stock Catapults 34% Though Its Price And Business Still Lag The Industry

Envestnet, Inc. ( NYSE:ENV ) shareholders would be excited to see that the share price has had a great month, posting a...
분석 기사 • Dec 03

When Should You Buy Envestnet, Inc. (NYSE:ENV)?

Envestnet, Inc. ( NYSE:ENV ), is not the largest company out there, but it saw a decent share price growth in the teens...
Seeking Alpha • Nov 21

Envestnet Grows Profit But Revenue Stalls Out

Summary Envestnet, Inc. has recently reported Q3 2023 financial results, missing revenue but beating earnings estimates. Envestnet provides software and services to institutional investment managers and traders. The global wealth management software market is projected to reach $12.2 billion by 2030, driving Envestnet's growth potential. I remain Neutral [Hold] on Envestnet due to stalling revenue growth. Read the full article on Seeking Alpha
Seeking Alpha • Sep 12

Envestnet: A Mixed View (Rating Downgrade)

Summary I am concerned that Envestnet, Inc. financial performance in the short term might fail to meet the market's expectations. However, I am encouraged by management commentary regarding plans to evaluate the company's non-core businesses. I lower my rating for Envestnet to a Hold, after considering both the positives and negatives associated with the stock. Read the full article on Seeking Alpha
분석 기사 • Sep 10

Envestnet, Inc. (NYSE:ENV) Shares Could Be 48% Below Their Intrinsic Value Estimate

Key Insights The projected fair value for Envestnet is US$96.91 based on 2 Stage Free Cash Flow to Equity Current share...
분석 기사 • Jul 16

Does Envestnet (NYSE:ENV) Have A Healthy Balance Sheet?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Seeking Alpha • Jul 03

Envestnet Guides To Slow Revenue Growth In 2023

Summary Envestnet provides a suite of wealth management software and related services in the U.S. and overseas. The company is exposed to the challenged banking sector in its customer base, and management has guided to only 2% topline revenue growth in 2023. Until leadership proves its ability to reignite revenue growth, I'm Neutral (Hold) on Envestnet. Read the full article on Seeking Alpha
분석 기사 • Jun 11

Are Investors Undervaluing Envestnet, Inc. (NYSE:ENV) By 31%?

Key Insights Envestnet's estimated fair value is US$79.09 based on 2 Stage Free Cash Flow to Equity Current share price...
분석 기사 • May 24

Should You Investigate Envestnet, Inc. (NYSE:ENV) At US$54.21?

While Envestnet, Inc. ( NYSE:ENV ) might not be the most widely known stock at the moment, it received a lot of...
분석 기사 • Apr 16

Does Envestnet (NYSE:ENV) Have A Healthy Balance Sheet?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
분석 기사 • Feb 27

Are Investors Undervaluing Envestnet, Inc. (NYSE:ENV) By 27%?

Key Insights Envestnet's estimated fair value is US$84.07 based on 2 Stage Free Cash Flow to Equity Envestnet is...
Seeking Alpha • Feb 23

Envestnet Non-GAAP EPS of $0.45 beats by $0.01, revenue of $292.9M misses by $3.24M, revenue guidance below consensus

Envestnet press release (NYSE:ENV): Q4 Non-GAAP EPS of $0.45 beats by $0.01. Revenue of $292.9M (-8.4% Y/Y) misses by $3.24M. FQ1 revenues of $299.0M-$302.0M, vs. consensus of $310.35M. FY23 revenues of $1.24B-$1.26B, vs. consensus of $1.32B. FQ1 Non-GAAP EPS of $0.45, vs. consensus of $0.45. FY23 EPS of $1.95-$2.05, vs. consensus of $2.13.
분석 기사 • Feb 06

Is Now An Opportune Moment To Examine Envestnet, Inc. (NYSE:ENV)?

Envestnet, Inc. ( NYSE:ENV ), might not be a large cap stock, but it received a lot of attention from a substantial...
Seeking Alpha • Jan 31

Envestnet: Best Nearby Infotech Software Cap-Gain Stock Prospect

Summary “Best” of dozens, based on stock price change outlook seen by the pro market-making community as they serve their big-$ institutional investment clients managing multi-billion-$ portfolios. “Best” as the MM community arranges multi-thousand share trades among “institutions” by buying price-change-risk insurance to protect their firm’s capital temporarily risked to match buyer with seller share volume. There, the costs and structures of such hedging in “derivative securities” markets tells the stock’s outer-price-limits likely in the next few months seen by well-informed players betting big-$. Subsequent past 5-year market-price history tells how well (odds) those limits have been foreseen at prior times, which looked like the Risk~Reward balance seen now. Investment Theme The focus of this information-technology-centered software/service company is on the professional investment industry itself. Its website clearly states that only businesses providing investment services are of interest to Envestnet, Inc. (ENV). As has been indicated in prior articles, Market-Maker risk-avoidance requirements continually drive derivative market prices (even including this one's), revealing the coming price range expectations of professionals. They are informed by over 100,000 world-wide wide-eyed and -eared MM employees on a 24x7x365 watch for change in competitive circumstances. Which get immediately communicated to the home-base trading desks - principal customers of ENV. Following an unchanging risk-minimizing portfolio management discipline, records can be kept of how insightful the maintained intelligences flow has been on ENV and each of thousands of subject stocks over decades of daily observations. Description Of Our Company Of Interest Envestnet, Inc., together with its subsidiaries, provides wealth management software and services in the United States and internationally. The company's Envestnet Wealth Solutions segment offers Envestnet | Enterprise, which provides an end-to-end open architecture wealth management platform, as well as offers data aggregation and reporting, data analytics, and digital advice capabilities. The company's Envestnet Data & Analytics segment offers 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. Envestnet, Inc. was founded in 1999 and is headquartered in Berwyn, Pennsylvania. Source: Yahoo Finance Yahoo Finance These estimates come from less-intense general "street analyst" estimates made across hundreds or more subject companies, usually without specific things of value resting on the estimates offered. What Are The Present Opportunities? Figure 1 compares the prices and price-range extremes likely of Information Technology-provider stocks at this point in time, now that the Covid-19 pandemic has become relaxed as to voluntary home quarantining. Figure 1 blockdesk.com (used with permission) The tradeoffs here are between near-term upside price gains (green horizontal scale) seen worth protecting against by Market-makers with short positions in each of the ETFs, and the prior actual price drawdowns experienced during holdings of those ETFs (red vertical scale). Both scales are of percent change from zero to 25%. Desirable locations are down and to the right. The intersection of those coordinates by the numbered positions are identified by the stock symbols in the blue field to the right. The 'market-average" notion SPDR S&P 500 Index ETF (SPY) at location [10] provides a sense of trade-off norms. ENV at [8] is our principal focus. The dotted diagonal line marks the points of equal upside price change forecasts derived from Market-Maker [MM] hedging actions, and the actual worst-case price drawdowns from positions that could have been taken following prior MM forecasts like today's. This map is a good starting point, but it may only cover part of the investment characteristics that often should influence an investor's choice of where to put his/her capital to work. Other considerations are indicated in Figure 2. Figure 2 blockdesk.com (used with permission) Because this article is an alert to be aware of a potential coming action-article rather than a presentation of the rationale for the action itself, there is little need for specific comparative data on alternative investment candidates. But it may be useful from a perspective point of view to understand what norms and extremes are frequently to be found. The likely price range forecast for our subject of the moment, ENV, is in columns [B] and [C] with its current price in [D]. [E] tells the upside size of a price move [B] from [D]. The Range Index [G] measures the downside proportion of the whole [C] to [B] range lying between [D] and [C]. That proportion is reported in [G] as a % may be looked at as a potential forecast-risk "cost" of owning or being "long" the subject. We use the Range Index as a perceived Reward~Risk gauge of coming near price extremes to assemble a sample of prior expectations among institutional investors and their professional agents, the Market-Makers. With a statistically-significant number of prior expectations a comparison of the subject investment candidate of the moment can be made to itself, historically, and used as a normalized projection of how often such prior projections became profitable outcomes in the sample [L] from the available 1261 forecast days [M] of the past 5 years. In addition to the "Win odds" of [H] we can know the average size [I] of the net win and loss payoff outcomes of all [L] forecasts and use it in comparison to the comparison of the current [E] upside potential maximum likely price gain prospect [E]. That [E] vs. [I] ratio we regard as the "Credible ratio" shown in [N]. Because [ I ] usually includes some loss experiences [N] typically is less than 1.0, but anything less than .70 is not encouraging.

주주 수익률

ENVUS SoftwareUS 시장
7D0.1%1.2%2.5%
1Y70.7%-9.3%26.4%

수익률 대 산업: ENV은 지난 1년 동안 -9.3%의 수익을 기록한 US Software 산업보다 더 좋은 성과를 냈습니다.

수익률 대 시장: ENV은 지난 1년 동안 26.4%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.

주가 변동성

Is ENV's price volatile compared to industry and market?
ENV volatility
ENV Average Weekly Movement0.3%
Software Industry Average Movement9.3%
Market Average Movement7.2%
10% most volatile stocks in US Market16.5%
10% least volatile stocks in US Market3.1%

안정적인 주가: ENV는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.

시간에 따른 변동성: ENV의 주간 변동성(0%)은 지난 1년 동안 안정적이었습니다.

회사 소개

설립직원 수CEO웹사이트
19993,085Jim Foxwww.envestnet.com

는 자회사를 통해 미국 및 전 세계에 자산 관리 소프트웨어와 서비스를 제공합니다. 이 회사는 두 가지 부문으로 운영됩니다: 엔베스트넷 웰스 솔루션과 엔베스트넷 데이터 & 애널리틱스입니다. 엔베스트넷 웰스 솔루션 부문은 엔드투엔드 개방형 아키텍처 자산 관리 플랫폼인 엔베스트넷 엔터프라이즈와 데이터 집계 및 보고, 데이터 분석, 디지털 자문 기능을 제공하는 엔베스트넷 엔터프라이즈, 데이터를 실행 가능한 정보로 변환하는 엔베스트넷 웰스 애널리틱스, 거래, 재조정, 포트폴리오 회계, 성과 보고 및 고객 관계 관리 소프트웨어를 제공하는 엔베스트넷 타마락, 금융 서비스 업계에 목표 기반 재무 계획 솔루션을 제공하는 엔베스트넷 머니가이드를 제공합니다.

Envestnet, Inc. 기초 지표 요약

Envestnet의 순이익과 매출은 시가총액과 어떻게 비교됩니까?
ENV 기초 통계
시가총액US$3.49b
순이익 (TTM)-US$261.52m
매출 (TTM)US$1.34b
2.6x
주가매출비율(P/S)
-13.4x
주가수익비율(P/E)

ENV는 고평가되어 있습니까?

공정 가치 및 평가 분석 보기

순이익 및 매출

최근 실적 보고서(TTM)의 주요 수익성 지표
ENV 손익계산서 (TTM)
매출US$1.34b
매출원가US$920.49m
총이익US$416.31m
기타 비용US$677.83m
순이익-US$261.52m

최근 보고된 실적

Sep 30, 2024

다음 실적 발표일

해당 없음

주당순이익(EPS)-4.73
총이익률31.14%
순이익률-19.56%
부채/자본 비율167.2%

ENV의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2024/11/25 04:46
종가2024/11/22 00:00
수익2024/09/30
연간 수익2023/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Envestnet, Inc.는 16명의 분석가가 다루고 있습니다. 이 중 9명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Eric BertrandBarclays
Alexander ParisBarrington Research Associates, Inc.
Paul CondraBMO Capital Markets Equity Research