Business Description
Envestnet Inc
NAICS : 511210
SIC : 7379
ISIN : US29404K1060
Description
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 | 0.12 | |||||
| Equity-to-Asset | 0.29 | |||||
| Debt-to-Equity | 1.91 | |||||
| Debt-to-EBITDA | -37.24 | |||||
| Interest Coverage | N/A |
N/A
|
N/A
| |||
| Piotroski F-Score | 5/9 | |||||
| Altman Z-Score | 1.54 | |||||
| Beneish M-Score | -3 | |||||
| WACC vs ROIC | ||||||
Growth Rank
7/10
| 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 Estimate | 23.61 | |||||
| Future 3-5Y Total Revenue Growth Rate Estimate | 11.09 |
Momentum Rank
10/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| 5-Day RSI | 69.73 | |||||
| 9-Day RSI | 70.75 | |||||
| 14-Day RSI | 68.19 | |||||
| 6-1 Month Momentum % | -4.35 | |||||
| 12-1 Month Momentum % | 60.82 |
Liquidity Ratio
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Current Ratio | 1.14 | |||||
| Quick Ratio | 1.14 | |||||
| Cash Ratio | 0.45 | |||||
| Days Sales Outstanding | 34.62 | |||||
| Days Payable | 9.58 |
Dividend & Buy Back
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| 3-Year Average Share Buyback Ratio | -0.4 | |||||
| Shareholder Yield % | 0.79 |
Profitability Rank
5/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Gross Margin % | 28.67 | |||||
| Operating Margin % | 1.81 | |||||
| Net Margin % | -19.33 | |||||
| FCF Margin % | 8.09 | |||||
| ROE % | -40.36 | |||||
| ROA % | -13.14 | |||||
| ROIC % | 1.28 | |||||
| 3-Year ROIIC % | 59.97 | |||||
| ROC (Joel Greenblatt) % | -138.78 | |||||
| ROCE % | -10.51 | |||||
| Years of Profitability over Past 10-Year | 4 |
GF Value Rank
7/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Forward PE Ratio | 19.88 | |||||
| PE Ratio without NRI | 26.57 | |||||
| PS Ratio | 2.64 | |||||
| PB Ratio | 6.71 | |||||
| Price-to-Free-Cash-Flow | 32.53 | |||||
| Price-to-Operating-Cash-Flow | 16.61 | |||||
| EV-to-EBIT | -25.05 | |||||
| EV-to-Forward-EBIT | 22.21 | |||||
| EV-to-EBITDA | -163.39 | |||||
| EV-to-Forward-EBITDA | 13 | |||||
| EV-to-Revenue | 3.31 | |||||
| EV-to-Forward-Revenue | 2.8 | |||||
| EV-to-FCF | 40.93 | |||||
| Price-to-Projected-FCF | 3.19 | |||||
| Price-to-Median-PS-Value | 0.79 | |||||
| Earnings Yield (Greenblatt) % | -3.99 | |||||
| FCF Yield % | 3.05 | |||||
| Forward Rate of Return (Yacktman) % | -2.62 |
Historical Operating Revenue by Business Segment
Historical Operating Revenue by Geographic Region
Guru Trades
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Performance
Dividend
Log
Bar
Annualized Return % Â
Total Annual Return % Â
Envestnet Inc Executives
DetailsAnalyst Estimate
Key Statistics
| Name | Value | ||
|---|---|---|---|
| Revenue (TTM) (Mil €) | 1,210.655 | ||
| EPS (TTM) (€) | -4.242 | ||
| Beta | 1.96 | ||
| Volatility % | 37.93 | ||
| 14-Day RSI | 68.19 | ||
| 14-Day ATR (€) | 0.20431 | ||
| 20-Day SMA (€) | 56.575 | ||
| 12-1 Month Momentum % | 60.82 | ||
| 52-Week Range (€) | 31 - 63 | ||
| Shares Outstanding (Mil) | 55.24 |
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
| Filing Date | Document Date | Form | ||
|---|---|---|---|---|
| No Filing Data | ||||
Envestnet Inc Stock Events
| Event | Date | Price(€) | ||
|---|---|---|---|---|
| No Event Data | ||||
Envestnet Inc Frequently Asked Questions
What is Envestnet Inc(FRA:30E)'s stock price today?
The current price of FRA:30E is €57.50. The 52 week high of FRA:30E is €63.00 and 52 week low is €31.00.
When is next earnings date of Envestnet Inc(FRA:30E)?
The next earnings date of Envestnet Inc(FRA:30E) is 2024-11-07.
Does Envestnet Inc(FRA:30E) pay dividends? If so, how much?
Envestnet Inc(FRA:30E) does not pay dividend.
Press Release
| Subject | Date | |||
|---|---|---|---|---|
| No Press Release | ||||
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