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Envestnet, Inc. (ENV)

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62.53 +0.04 (+0.06%)
At close: September 26 at 4:00 PM EDT
62.53 0.00 (0.00%)
After hours: September 26 at 4:09 PM EDT
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DELL
  • Previous Close 62.49
  • Open 62.55
  • Bid --
  • Ask --
  • Day's Range 62.49 - 62.59
  • 52 Week Range 33.12 - 73.04
  • Volume 659,055
  • Avg. Volume 1,106,755
  • Market Cap (intraday) 3.454B
  • Beta (5Y Monthly) 1.26
  • PE Ratio (TTM) --
  • EPS (TTM) -4.62
  • Earnings Date Nov 6, 2024 - Nov 11, 2024
  • Forward Dividend & Yield --
  • Ex-Dividend Date Sep 16, 2011
  • 1y Target Est 64.63

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

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Performance Overview: ENV

Trailing total returns as of 9/26/2024, which may include dividends or other distributions. Benchmark is

.

YTD Return

ENV
26.27%
S&P 500
20.45%

1-Year Return

ENV
32.53%
S&P 500
32.46%

3-Year Return

ENV
19.85%
S&P 500
28.95%

5-Year Return

ENV
7.02%
S&P 500
92.48%

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Statistics: ENV

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Valuation Measures

Annual
As of 9/26/2024
  • Market Cap

    3.45B

  • Enterprise Value

    4.32B

  • Trailing P/E

    --

  • Forward P/E

    17.64

  • PEG Ratio (5yr expected)

    1.22

  • Price/Sales (ttm)

    2.62

  • Price/Book (mrq)

    6.69

  • Enterprise Value/Revenue

    3.30

  • Enterprise Value/EBITDA

    -51.11

Financial Highlights

Profitability and Income Statement

  • Profit Margin

    -19.33%

  • Return on Assets (ttm)

    2.27%

  • Return on Equity (ttm)

    -41.41%

  • Revenue (ttm)

    1.31B

  • Net Income Avi to Common (ttm)

    -252.77M

  • Diluted EPS (ttm)

    -4.62

Balance Sheet and Cash Flow

  • Total Cash (mrq)

    121.97M

  • Total Debt/Equity (mrq)

    191.06%

  • Levered Free Cash Flow (ttm)

    102.77M

Research Analysis: ENV

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