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 대차대조표 건전성

재무 건전성 기준 점검 2/6

Envestnet 의 총 주주 지분은 $526.6M 이고 총 부채는 $880.3M, 이는 부채 대 자기자본 비율을 167.2% 로 가져옵니다. 총자산과 총부채는 각각 $1.8B 및 $1.3B 입니다. Envestnet 의 EBIT는 $81.4M 이며 이자보상배율은 5 입니다. $193.4M 의 현금 및 단기 투자금을 보유하고 있습니다.

핵심 정보

167.17%

부채/자본 비율

US$880.33m

부채

이자보상배율5x
현금US$193.36m
자본US$526.61m
총부채US$1.30b
총자산US$1.83b

최근 재무 건전성 업데이트

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 • 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 • 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...
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...

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.

재무 상태 분석

단기부채: ENV 의 단기 자산 ( $363.0M )은 단기 부채( $617.9M ).

장기 부채: ENV의 단기 자산($363.0M)이 장기 부채($684.2M)를 충당하지 못합니다.

부채/자본 비율 추이 및 분석

부채 수준: ENV 의 순부채 대 자기자본 비율( 130.5% )은 높음으로 간주됩니다.

부채 감소: ENV의 부채 대비 자본 비율은 지난 5년 동안 66.6%에서 167.2%로 증가했습니다.

대차대조표

현금 보유 기간 분석

과거에 평균적으로 손실을 기록해 온 기업의 경우, 최소 1년 이상의 현금 보유 기간이 있는지 평가합니다.

안정적인 현금 활주로: 수익성이 없는 ENV 현재의 플러스 무료 현금 흐름 수준을 유지한다면 3년 이상 충분한 현금 활주로를 보유하고 있습니다.

예측 현금 활주로: ENV 은(는) 수익성이 없지만 잉여 현금 흐름이 양수이고 6.5 % 감소하더라도 3년 이상 충분한 현금 활주로를 보유하고 있습니다. 년도.

건전한 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2024/11/25 23:32
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
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  • 대차대조표
분석가 컨센서스 추정치+3년
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시장 가격30년
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지분 구조10년
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경영진10년
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주요 개발10년
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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