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Envestnet (30E) Stock Overview
Through its subsidiaries, provides wealth management software and services in the United States and internationally. More details
| Snowflake Score | |
|---|---|
| Valuation | 3/6 |
| Future Growth | 4/6 |
| Past Performance | 0/6 |
| Financial Health | 2/6 |
| Dividends | 0/6 |
Rewards
Risk Analysis
No risks detected for 30E from our risk checks.
30E Community Fair Values
Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.
Envestnet, Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$59.50 |
| 52 Week High | US$63.00 |
| 52 Week Low | US$33.40 |
| Beta | 1.25 |
| 1 Month Change | 4.39% |
| 3 Month Change | 7.21% |
| 1 Year Change | 76.04% |
| 3 Year Change | -12.50% |
| 5 Year Change | -6.30% |
| Change since IPO | 645.71% |
Recent News & Updates
Recent updates
Shareholder Returns
| 30E | DE Software | DE Market | |
|---|---|---|---|
| 7D | 0.8% | -1.6% | -1.2% |
| 1Y | 76.0% | 37.4% | 15.5% |
Return vs Industry: 30E exceeded the German Software industry which returned 55.4% over the past year.
Return vs Market: 30E exceeded the German Market which returned 8.5% over the past year.
Price Volatility
| 30E volatility | |
|---|---|
| 30E Average Weekly Movement | 1.6% |
| Software Industry Average Movement | 5.7% |
| Market Average Movement | 5.9% |
| 10% most volatile stocks in DE Market | 12.2% |
| 10% least volatile stocks in DE Market | 3.1% |
Stable Share Price: 30E has not had significant price volatility in the past 3 months compared to the German market.
Volatility Over Time: 30E's weekly volatility (2%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1999 | 3,085 | Jim Fox | www.envestnet.com |
Envestnet, Inc., through its subsidiaries, provides wealth management software and services in the United States and internationally. It operates through two segments: Envestnet Wealth Solutions and Envestnet Data & Analytics. The Envestnet Wealth Solutions segment offers Envestnet | Enterprise, an end-to-end open architecture wealth management platform, as well as offers data aggregation and reporting, data analytics, and digital advice capabilities; Envestnet | Wealth Analytics that transforms data into actionable intelligence; Envestnet | Tamarac which 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.
Envestnet, Inc. Fundamentals Summary
| 30E fundamental statistics | |
|---|---|
| Market cap | €3.36b |
| Earnings (TTM) | -€251.14m |
| Revenue (TTM) | €1.28b |
Is 30E overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| 30E income statement (TTM) | |
|---|---|
| Revenue | US$1.34b |
| Cost of Revenue | US$920.49m |
| Gross Profit | US$416.31m |
| Other Expenses | US$677.83m |
| Earnings | -US$261.52m |
Last Reported Earnings
Sep 30, 2024
Next Earnings Date
n/a
| Earnings per share (EPS) | -4.73 |
| Gross Margin | 31.14% |
| Net Profit Margin | -19.56% |
| Debt/Equity Ratio | 167.2% |
How did 30E perform over the long term?
See historical performance and comparisonCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2024/11/25 22:46 |
| End of Day Share Price | 2024/11/22 00:00 |
| Earnings | 2024/09/30 |
| Annual Earnings | 2023/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
| |
| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Envestnet, Inc. is covered by 17 analysts. 9 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Eric Bertrand | Barclays |
| Alexander Paris | Barrington Research Associates, Inc. |
| Paul Condra | BMO Capital Markets Equity Research |