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Envestnet, Inc.NYSE:ENV Stok Raporu

Piyasa Değeri US$3.5b
Hisse Fiyatı
n/a
US$63.26
yokiçsel indirim
1Y70.7%
7D0.1%
1D
Portföy Değeri
​
Görünüm

Envestnet, Inc.

NYSE:ENV Stok Raporu

Piyasa değeri: 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) Hisse Özeti

Envestnet, Inc. iştirakleri aracılığıyla Amerika Birleşik Devletleri'nde ve uluslararası alanda varlık yönetimi yazılımı ve hizmetleri sunmaktadır. Daha fazla detay

Ödüller

Adil değer tahminimizden 41.7% daha düşük bir oranda işlem görüyor

Kazançların yılda 66.5% oranında artması öngörülüyor

Risk Analizi

Risk kontrollerimizden ENV için herhangi bir risk tespit edilmedi.

ENV Community Fair Values

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See what others think this stock is worth. Follow their fair value or set your own to get alerts.

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Envestnet, Inc. Rakipler

Fiyat Geçmişi ve Performans

Hisse fiyatlarındaki yükseliş, düşüş ve değişimlerin özeti Envestnet
Tarihsel hisse senedi fiyatları
Güncel Hisse FiyatıUS$63.14
52 Haftanın En Yüksek SeviyesiUS$73.04
52 Haftanın En Düşük SeviyesiUS$36.43
Beta1.25
1 Aylık Değişim0.62%
3 Aylık Değişim0.46%
1 Yıllık Değişim70.74%
3 Yıllık Değişim-17.91%
5 Yıllık Değişim-9.68%
Halka arzdan bu yana değişim517.20%

Son Haberler & Güncellemeler

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
Analiz Makalesi • 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...
Analiz Makalesi • 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
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • 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
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • 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
Analiz Makalesi • 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...
Analiz Makalesi • 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
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • 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.
Analiz Makalesi • 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.

Hissedar Getirileri

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

Getiri vs. Endüstri: ENV geçen yıl % -9.3 oranında getiri sağlayan US Software sektörünü aştı.

Getiri vs Piyasa: ENV geçen yıl % 26.4 oranında getiri sağlayan US Piyasasını aştı.

Fiyat Oynaklığı

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%

İstikrarlı Hisse Senedi Fiyatı: ENV son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.

Zaman İçindeki Volatilite: ENV 'nin haftalık oynaklığı ( 0% ) son bir yıldır istikrarlı seyretti.

Şirket Hakkında

KurulduÇalışanlarCEOWeb sitesi
19993,085Jim Foxwww.envestnet.com

Envestnet, Inc. iştirakleri aracılığıyla Amerika Birleşik Devletleri'nde ve uluslararası alanda varlık yönetimi yazılımı ve hizmetleri sağlamaktadır. İki segment üzerinden faaliyet göstermektedir: Envestnet Wealth Solutions ve Envestnet Data & Analytics. Envestnet Varlık Çözümleri segmenti, uçtan uca açık mimari varlık yönetimi platformu olan Envestnet | Enterprise'ın yanı sıra veri toplama ve raporlama, veri analitiği ve dijital tavsiye yetenekleri; verileri eyleme dönüştürülebilir zekaya dönüştüren Envestnet | Wealth Analytics; ticaret, yeniden dengeleme, portföy muhasebesi, performans raporlama ve müşteri ilişkileri yönetimi yazılımı sağlayan Envestnet | Tamarac ve finansal hizmetler endüstrisine hedeflere dayalı finansal planlama çözümleri sunan Envestnet | MoneyGuide'ı sunmaktadır.

Envestnet, Inc. Temel Bilgiler Özeti

Envestnet'un kazançları ve gelirleri piyasa değeriyle nasıl karşılaştırılır?
ENV temel i̇stati̇sti̇kler
Piyasa değeriUS$3.49b
Kazançlar(TTM)-US$261.52m
Gelir(TTM)US$1.34b
2.6x
P/S Oranı
-13.4x
F/K Oranı

ENV aşırı değerli mi?

Gerçeğe Uygun Değer ve değerleme analizine bakınız

Kazanç ve Gelir

En son kazanç raporundan temel karlılık istatistikleri (TTM)
ENV gelir tablosu (TTM)
GelirUS$1.34b
Gelir MaliyetiUS$920.49m
Brüt KârUS$416.31m
Diğer GiderlerUS$677.83m
Kazançlar-US$261.52m

Son Raporlanan Kazançlar

Sep 30, 2024

Sonraki Kazanç Tarihi

n/a

Hisse başına kazanç (EPS)-4.73
Brüt Marj31.14%
Net Kâr Marjı-19.56%
Borç/Özkaynak Oranı167.2%

ENV uzun vadede nasıl bir performans gösterdi?

Geçmiş performansı ve karşılaştırmayı görün

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2024/11/25 04:46
Gün Sonu Hisse Fiyatı2024/11/22 00:00
Kazançlar2024/09/30
Yıllık Kazançlar2023/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Envestnet, Inc. 16 Bu analistlerden 9, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

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