NYSE - Nasdaq Real Time Price USD

Envestnet, Inc. (ENV)

62.62 +0.40 (+0.63%)
As of 10:52 AM EDT. Market Open.
Loading Chart for ENV
DELL
  • Previous Close 62.22
  • Open 61.90
  • Bid 33.75 x 800
  • Ask --
  • Day's Range 61.43 - 62.91
  • 52 Week Range 33.12 - 68.83
  • Volume 149,902
  • Avg. Volume 503,201
  • Market Cap (intraday) 3.448B
  • Beta (5Y Monthly) 1.31
  • PE Ratio (TTM) --
  • EPS (TTM) -4.38
  • Earnings Date May 2, 2024 - May 6, 2024
  • Forward Dividend & Yield --
  • Ex-Dividend Date Sep 16, 2011
  • 1y Target Est 64.67

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. This segment also provides Envestnet | Workplace Solutions which offers a suite of services for advisor-sold retirement plans; Envestnet | PMC that offer research and consulting services to assist advisors in creating investment solutions, and portfolio overlay and tax optimization services; and Envestnet | Billing Solutions which provides revenue management and hosted fee-billing solutions. The Envestnet Data & Analytics segment provides Envestnet Data & Analytics, a data aggregation, analytics, and digital experiences platform that provides clients and their account holders with data connectivity via open APIs, data enrichment, AI-based analytics, and digital experiences. It serves retail banks, credit unions, credit card providers, wealth management financial advisors and institutions, financial technology innovators, financial advisory firms, research and analyst firms, personal financial management, small business accounting, e-commerce, payment solutions providers, small business lending, and authentication customers. The company was founded in 1999 and is headquartered in Berwyn, Pennsylvania.

www.envestnet.com

3,069

Full Time Employees

December 31

Fiscal Year Ends

Recent News: ENV

Performance Overview: ENV

Trailing total returns as of 4/19/2024, which may include dividends or other distributions. Benchmark is

.

YTD Return

ENV
26.44%
S&P 500
4.90%

1-Year Return

ENV
4.36%
S&P 500
20.42%

3-Year Return

ENV
16.75%
S&P 500
19.54%

5-Year Return

ENV
10.13%
S&P 500
72.23%

Compare To: ENV

Select to analyze similar companies using key performance metrics; select up to 4 stocks.

Statistics: ENV

Valuation Measures

As of 4/18/2024
  • Market Cap

    3.43B

  • Enterprise Value

    4.33B

  • Trailing P/E

    --

  • Forward P/E

    22.78

  • PEG Ratio (5yr expected)

    --

  • Price/Sales (ttm)

    2.72

  • Price/Book (mrq)

    6.03

  • Enterprise Value/Revenue

    3.47

  • Enterprise Value/EBITDA

    -54.89

Financial Highlights

Profitability and Income Statement

  • Profit Margin

    -19.17%

  • Return on Assets (ttm)

    1.38%

  • Return on Equity (ttm)

    -36.63%

  • Revenue (ttm)

    1.25B

  • Net Income Avi to Common (ttm)

    -238.72M

  • Diluted EPS (ttm)

    -4.38

Balance Sheet and Cash Flow

  • Total Cash (mrq)

    91.38M

  • Total Debt/Equity (mrq)

    172.38%

  • Levered Free Cash Flow (ttm)

    68.98M

Research Analysis: ENV

Analyst Price Targets

51.03 Low
64.67 Average
62.62 Current
79.00 High
 

Fair Value

Overvalued
% Return
62.62 Current
 

Analyst Recommendations

  • Strong Buy
  • Buy
  • Hold
  • Underperform
  • Sell
 

Earnings

Consensus EPS
 

Research Reports: ENV

  • ENV: Raising target price to $65.00

    ENVESTNET INC has an Investment Rating of HOLD; a target price of $65.000000; an Industry Subrating of Low; a Management Subrating of Medium; a Safety Subrating of Medium; a Financial Strength Subrating of Medium; a Growth Subrating of Medium; and a Value Subrating of Low.

    Rating
    Neutral
    Price Target
     
  • Analyst Report: Envestnet, Inc.

    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.

    Rating
    Bearish
    Price Target
     
  • Analyst Report: Envestnet, Inc.

    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.

    Rating
    Bearish
    Price Target
     
  • ENV: Raising target price to $63.00

    ENVESTNET INC has an Investment Rating of HOLD; a target price of $63.000000; an Industry Subrating of Low; a Management Subrating of Medium; a Safety Subrating of Medium; a Financial Strength Subrating of Medium; a Growth Subrating of Medium; and a Value Subrating of Low.

    Rating
    Neutral
    Price Target
     

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