Envestnet provides wealth-management technology and solutions to registered investment advisors, banks, broker/dealers, and other firms. Its Tamarac platform provides trading, rebalancing, portfolio accounting, performance reporting, and client relationship management software to high-end RIAs. Envestnet's portfolio management consultants provide research services and consulting services to assist advisors, including vetted third-party managed account products. In November 2015, Envestnet acquired Yodlee, a provider of data aggregation, which is reported in the firm's data and analytics segment. In 2019, Envestnet acquired MoneyGuidePro to bolster its financial planning tools.

Financial Strength

4/10

Name	Current	Vs Industry	Vs History
Cash-To-Debt	0.2
Equity-to-Asset	0.29
Debt-to-Equity	1.87
Debt-to-EBITDA	-58.09
Interest Coverage	N/A	N/A	N/A
Piotroski F-Score	5/9	0 1 2 3 4 5 6 7 8 9
Altman Z-Score	1.35	Distress Grey Safe
Beneish M-Score	-3.25	Manipulator Not Manipulator
WACC vs ROIC		WACC ROIC

Growth Rank

8/10

	Name	Current	Vs Industry		Vs History
	3-Year Revenue Growth Rate	7.1
	3-Year EPS without NRI Growth Rate	-6.2
	3-Year FCF Growth Rate	-38.3
	3-Year Book Growth Rate	-16.9
	Future 3-5Y EPS without NRI Growth Rate	24.49
	Future 3-5Y Total Revenue Growth Rate	11.86

Momentum Rank

9/10

	Name	Current	Vs Industry		Vs History
	5-Day RSI	83.97
	9-Day RSI	76.11
	14-Day RSI	70.3
	6-1 Month Momentum %	-5.05
	12-1 Month Momentum %	69.25

Liquidity Ratio

	Name	Current	Vs Industry		Vs History
	Current Ratio	0.59
	Quick Ratio	0.59
	Cash Ratio	0.31
	Days Sales Outstanding	33.12
	Days Payable	8.68

Dividend & Buy Back

	Name	Current	Vs Industry		Vs History
	3-Year Average Share Buyback Ratio	-0.4
	Shareholder Yield %	0.94

Profitability Rank

5/10

	Name	Current	Vs Industry		Vs History
	Gross Margin %	29.86
	Operating Margin %	2.25
	Net Margin %	-19.56
	FCF Margin %	12.8
	ROE %	-44.54
	ROA %	-13.92
	ROIC %	1.71
	ROC (Joel Greenblatt) %	-141.96
	ROCE %	-10.83
	Years of Profitability over Past 10-Year	4

GF Value Rank

7/10

	Name	Current	Vs Industry		Vs History
	Forward PE Ratio	19.08
	PE Ratio without NRI	25.26
	PS Ratio	2.6
	PB Ratio	6.64
	Price-to-Free-Cash-Flow	20.32
	Price-to-Operating-Cash-Flow	12.99
	EV-to-EBIT	-25.75
	EV-to-Forward-EBIT	21.6
	EV-to-EBITDA	-252.75
	EV-to-Forward-EBITDA	12.74
	EV-to-Revenue	3.21
	EV-to-Forward-Revenue	2.73
	EV-to-FCF	25.06
	Price-to-Projected-FCF	2.99
	Price-to-Median-PS-Value	0.79
	Earnings Yield (Greenblatt) %	-3.88
	FCF Yield %	4.89
	Forward Rate of Return (Yacktman) %	-2.99

Financials (Next Earnings Date:2025-02-21 Est.)

Annual Quarterly TTM

ENV's 30-Y Financials

AAPL

Income Statement Breakdown FY

Annual Quarterly

No Enough Data

AAPL

Balance Sheet Breakdown

Annual Quarterly

No Enough Data

AAPL

Cashflow Statement Breakdown

Annual Quarterly

No Enough Data

Historical Operating Revenue by Business Segment

Value % YoY

Historical Operating Revenue by Geographic Region

Value % YoY

See Details

5-Step DuPont Analysis as of

Annual Quarterly

No Enough Data

Guru Trades

See Details

Insider Trades

See Details

Gurus Latest Trades with NYSE:ENV

No Available Data

Peter Lynch Chart

Y-axis scale:

Log Linear

Interactive Chart

Performance

Dividend

Log

Bar

Annualized Return %

Symbol	1 Week	1 Month	3 Months	6 Months	YTD	1 Year	3 Years	5 Years	10 Years

Total Annual Return %

Symbol	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015

Envestnet Inc Executives

Details

GF Value: $65.32

ENV

Valuation Chart

Year:

Warning Signs

Warning! GuruFocus detected 3 Severe warning signs with ENV. Try a 7-Day Free Trial to check it out.

Analyst Estimate

Annual Quarterly

Key Statistics

	Name	Value
	Revenue (TTM) (Mil $)	1,336.804
	EPS (TTM) ($)	-4.77
	Beta	1.27
	Volatility %	31.49
	14-Day RSI	70.3
	14-Day ATR ($)	0.140491
	20-Day SMA ($)	62.9285
	12-1 Month Momentum %	69.25
	52-Week Range ($)	36.43 - 73.04
	Shares Outstanding (Mil)	55.35

Piotroski F-Score Details

Year:

	Component	Result
	Piotroski F-Score	5
	Positive ROA
	Positive CFROA
	Higher ROA yoy
	CFROA > ROA
	Lower Leverage yoy
	Higher Current Ratio yoy
	Less Shares Outstanding yoy
	Higher Gross Margin yoy
	Higher Asset Turnover yoy

Envestnet Inc Filings

10-K10-QForm 4Others

	Filing Date	Document Date	Form
No Filing Data

Envestnet Inc Stock Events

Financials Calendars

	Event	Date	Price($)
No Event Data

Envestnet Inc Frequently Asked Questions

What is Envestnet Inc(ENV)'s stock price today?

The current price of ENV is $63.14. The 52 week high of ENV is $73.04 and 52 week low is $36.43.

When is next earnings date of Envestnet Inc(ENV)?

The next earnings date of Envestnet Inc(ENV) is 2025-02-21 Est..

Does Envestnet Inc(ENV) pay dividends? If so, how much?

Envestnet Inc(ENV) does not pay dividend.

Press Release

	Subject	Date
No Press Release

Headlines

No news.

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