Envestnet, Inc.(ENV) Stock Research - Grey Stern Research

Envestnet, Inc. (ENV) Stock Analysis

$63.14 (0.08%)

ENV Financial Performance


Use the table below to view Envestnet, Inc.'s financial profile. This data is gathers from the latest available financial statements. Annual data is taken from the trailing 12 months of statements. All numbers are reported in US Dollars and so any foreign currencies are converted to USD so comparison's can be done.

Based on Financial Statements from Q3 - 2024

Metric Value Ranking among Peers
Price $63.14 -
52 Week Low $39.60 -
52 Week High $73.04 -
Market Cap $3.5 Billion 7/16
Gross Margin 98% 1/16
Profit Margin 0% 9/16
EBITDA margin 11% 5/16
Q3 - 2024 Revenue $340.4 Million 1/16
Q3 - 2024 Earnings -$1.7 Million 11/16
Q3 - 2024 Free Cash Flow $94.6 Million 1/16
Trailing 4 Quarters Revenue $643.3 Billion 1/16
Trailing 4 Quarters Earnings -$180.7 Billion 16/16
Quarterly Earnings Growth -100% 15/16
Annual Earnings Growth -2672% 16/16
Quarterly Revenue Growth -100% 16/16
Annual Revenue Growth 102% 1/16
Cash On Hand $193.4 Million 8/16
Short Term Debt $327.7 Million 1/16
Long Term Debt $93.1 Million 6/16

Envestnet, Inc. Financial Metrics


Financial metrics are a set of useful numbers that can give key performance indicators of a company. The various metrics can include information about profitability, growth, and debt load. When combined and use properly they can tell an analyst a compelling fact-based story of how the company is currently performing. To compare Envestnet, Inc.'s metrics versus it's peers make sure to run our peer analysis tool.

Valuation Metrics

Metric Value Ranking among Peers
PE -1.00 9/16
PS 0.01 16/16
PB 6.64 7/16
PC 18.07 9/16
Liabilities to Equity 2.47 2/16
ROA -98.83 16/16
ROE -343.21 16/16
Current Ratio 1.40 14/16
Quick Ratio 0.15 14/16
Long Term Debt to Equity 0.18 5/16
Debt to Equity 0.80 3/16
Burn Rate 2.21 11/16
Cash to Cap 0.06 8/16
CCR -56.95 16/16
EV to EBITDA 101.32 10/16
EV to Revenue 0.01 16/16

Company Details

Envestnet, Inc., together with its subsidiaries, provides wealth management software and services in the United States and internationally. It operates through Envestnet Wealth Solutions and Envestnet Data & Analytics segments. The company's product and services include 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; Envestnet | Tamarac that 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. It also provides Envestnet | Retirement Solutions, which offer a suite of services for advisor-sold retirement plans; and Envestnet | Portfolio Management Consultants that provide research and consulting services to assist advisors in creating investment solutions for their clients, and portfolio overlay and tax optimization services, as well as data aggregation and data intelligence platform, which offers cloud-based innovation for digital financial services. Envestnet, Inc. was founded in 1999 and is headquartered in Chicago, Illinois.

CEO: Mr. William Crager

Website: https://www.envestnet.com

Address: 35 E Wacker Dr Ste 2400 Chicago, ILLINOIS

Exchange: New York Stock Exchange

Industry: Software—Application

Envestnet, Inc. Peer Analysis


A useful and more reliable way of seeing the health of a company is to compare it to other companies operating in the same sector. Below is our list of companies which we rank are the closest peers to Envestnet, Inc.. If you feel that peers should be added or removed from this list please contact us. To run an in-depth peer analysis which compares many financial metrics click on the link below.

Stock Ticker Market Cap
Commvault Systems, Inc. CVLT $7.5 Billion
PROS Holdings, Inc. PRO $1.2 Billion
Manhattan Associates, Inc. MANH $18.5 Billion
Aspen Technology, Inc. AZPN $15.8 Billion
The Descartes Systems Group Inc. DSGX $10.2 Billion
Model N, Inc. MODN $1.2 Billion
MiX Telematics Limited MIXT $322.4 Million
E2open Parent Holdings, Inc. ETWO $967.2 Million
Hitek Global Inc. HKIT $26.8 Million
MeridianLink, Inc. MLNK $1.7 Billion
Momentive Global Inc. MNTV $1.4 Billion
Clearwater Analytics Holdings, Inc. CWAN $7.4 Billion
Expensify, Inc. EXFY $310.5 Million
Cvent Holding Corp. CVT $4.2 Billion
Enfusion, Inc. ENFN $943.7 Million
Run Peer Analysis
Income Statement
Balance Sheet
Cash Flow Statement
ENV Income Statements
Quarter Year Revenue Earnings
Q3 2024 $ 340.4 Million -$1.7 Million
Q2 2024 $ 348.3 Million -$79.2 Million
Q1 2024 $ 325.0 Billion $2.5 Billion
Q4 2023 $ 317.6 Billion -$183.2 Billion
Q3 2023 $ 316.8 Billion $7.1 Billion
Q2 2023 $ 312.4 Million -$21.4 Million
Q1 2023 $ 298.7 Million -$42.8 Million
Q4 2022 $ 292.9 Million -$37.8 Million

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ENV Balance Sheets
Quarter Year Cash & Equivalents Total Assets Total Debt Total Equity
Q3 2024 $193.4 Million $1.8 Billion $420.8 Million $526.6 Million
Q2 2024 $122.0 Million $1.8 Billion $986.5 Million $516.3 Million
Q1 2024 $61.2 Billion $1.9 Trillion $988.4 Billion $597.3 Billion
Q4 2023 $91.4 Billion $1.9 Trillion $990.4 Billion $574.5 Billion
Q3 2023 $43.2 Billion $2.0 Trillion $991.4 Billion $751.8 Billion
Q2 2023 $59.0 Million $2.1 Billion $1.0 Billion $722.5 Million
Q1 2023 $52.7 Million $2.1 Billion $1.0 Billion $725.6 Million
Q4 2022 $162.2 Million $2.1 Billion $1.0 Billion $754.6 Million

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ENV Cash Flow Statements
Quarter Year freeCashFlow capitalExpenditure netChangeInCash
Q3 2024 $94.6 Million -$767,000 $71.4 Million
Q2 2024 $64.0 Million -$25.1 Million $60.7 Million
Q1 2024 $44.0 Million -$1.9 Billion -$30.2 Billion
Q4 2023 $46.7 Million -$28.9 Million $48.2 Million
Q3 2023 $47.8 Billion $0 $47.8 Billion
Q2 2023 $35.3 Million -$37.5 Million $6.4 Million
Q1 2023 -$71.6 Million -$38.1 Million -$109.5 Million
Q4 2022 $6.3 Million -$24.5 Million -$79.2 Million

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