This company has been acquired
ENV Stock Overview
Through its subsidiaries, provides wealth management software and services in the United States and internationally. More details
| Snowflake Score | |
|---|---|
| Valuation | 4/6 |
| Future Growth | 4/6 |
| Past Performance | 0/6 |
| Financial Health | 2/6 |
| Dividends | 0/6 |
Rewards
Risk Analysis
No risks detected for ENV from our risk checks.
My Notes
Capture your thoughts, links and company narrative
Envestnet, Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$63.14 |
| 52 Week High | US$73.04 |
| 52 Week Low | US$36.43 |
| Beta | 1.25 |
| 1 Month Change | 0.62% |
| 3 Month Change | 0.46% |
| 1 Year Change | 70.74% |
| 3 Year Change | -17.91% |
| 5 Year Change | -9.68% |
| Change since IPO | 517.20% |
Recent News & Updates
Recent updates
Why Investors Should Steer Clear Of The Envestnet Buyout
Oct 06We Like These Underlying Return On Capital Trends At Envestnet (NYSE:ENV)
Jun 19
Is There An Opportunity With Envestnet, Inc.'s (NYSE:ENV) 28% Undervaluation?
May 30Envestnet: Watch Above-Expectations Earnings And Potential Event-Driven Catalyst
May 12Envestnet (NYSE:ENV) Has A Pretty Healthy Balance Sheet
Apr 27Envestnet, Inc.'s (NYSE:ENV) Share Price Is Matching Sentiment Around Its Revenues
Apr 08Is It Too Late To Consider Buying Envestnet, Inc. (NYSE:ENV)?
Mar 21Envestnet: Still Bullish After Q4 Results Beat
Feb 25Is Envestnet (NYSE:ENV) A Risky Investment?
Jan 27Envestnet, Inc. (NYSE:ENV) Shares Could Be 22% Below Their Intrinsic Value Estimate
Jan 09Envestnet, Inc. (NYSE:ENV) Stock Catapults 34% Though Its Price And Business Still Lag The Industry
Dec 22When Should You Buy Envestnet, Inc. (NYSE:ENV)?
Dec 03Envestnet Grows Profit But Revenue Stalls Out
Nov 21Envestnet: A Mixed View (Rating Downgrade)
Sep 12Envestnet, Inc. (NYSE:ENV) Shares Could Be 48% Below Their Intrinsic Value Estimate
Sep 10Does Envestnet (NYSE:ENV) Have A Healthy Balance Sheet?
Jul 16Envestnet Guides To Slow Revenue Growth In 2023
Jul 03Are Investors Undervaluing Envestnet, Inc. (NYSE:ENV) By 31%?
Jun 11Should You Investigate Envestnet, Inc. (NYSE:ENV) At US$54.21?
May 24Does Envestnet (NYSE:ENV) Have A Healthy Balance Sheet?
Apr 16Are Investors Undervaluing Envestnet, Inc. (NYSE:ENV) By 27%?
Feb 27Envestnet Non-GAAP EPS of $0.45 beats by $0.01, revenue of $292.9M misses by $3.24M, revenue guidance below consensus
Feb 23Is Now An Opportune Moment To Examine Envestnet, Inc. (NYSE:ENV)?
Feb 06Envestnet: Best Nearby Infotech Software Cap-Gain Stock Prospect
Jan 31Shareholder Returns
| ENV | US Software | US Market | |
|---|---|---|---|
| 7D | 0.1% | -2.2% | -0.4% |
| 1Y | 70.7% | 22.7% | 24.8% |
Return vs Industry: ENV exceeded the US Software industry which returned 25.8% over the past year.
Return vs Market: ENV exceeded the US Market which returned 31.6% over the past year.
Price Volatility
| ENV volatility | |
|---|---|
| ENV Average Weekly Movement | 0.3% |
| Software Industry Average Movement | 7.8% |
| Market Average Movement | 6.3% |
| 10% most volatile stocks in US Market | 17.0% |
| 10% least volatile stocks in US Market | 3.1% |
Stable Share Price: ENV has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: ENV's weekly volatility (0%) 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
| ENV fundamental statistics | |
|---|---|
| Market cap | US$3.49b |
| Earnings (TTM) | -US$261.52m |
| Revenue (TTM) | US$1.34b |
2.6x
P/S Ratio-13.4x
P/E RatioIs ENV overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| ENV 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 ENV 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 05:02 |
| 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 |
| |
| 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 here.
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 .
Analyst Sources
Envestnet, Inc. is covered by 20 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 |
|---|---|
| Ishan Majumdar | Baptista Research |
| Eric Bertrand | Barclays |
| Alexander Paris | Barrington Research Associates, Inc. |