- $3.49bn
- $4.18bn
- $1.25bn
- 62
- 32
- 73
- 56
Growth & Value
| 12m Forecast Rolling | Industry | Market | |
|---|---|---|---|
| PE Ratio (f) | 19.44 | ||
| PEG Ratio (f) | 0.65 | ||
| EPS Growth (f) | 42.61% | ||
| Dividend Yield (f) | n/a | ||
| Valuation (ttm) | Industry | Market | |
|---|---|---|---|
| Price to Book Value | 6.64 | ||
| Price to Tang. Book | n/a | ||
| Price to Free Cashflow | 20.43 | ||
| Price to Sales | 2.61 | ||
| EV to EBITDA | n/a | ||
Shareholder Activity
| Type | Buy / Hold / Sell |
|---|---|
| Institutions | |
| Directors | |
| Community |
Guru Screens
Quality
| Name | Industry | Market | |
|---|---|---|---|
| Return on Capital | -19.7% | ||
| Return on Equity | -41.17% | ||
| Operating Margin | -17.84% | ||
Financial Summary
| Year End 31st Dec | Unit | 2019 | 2020 | 2021 | 2022 | 2023 | 2024E | 2025E | CAGR / Avg |
|---|---|---|---|---|---|---|---|---|---|
| Total Revenue | $m | 900.13 | 998.23 | 1,186.52 | 1,239.78 | 1,245.62 | 1,386.99 | 1,554.48 | 8.92% |
| Operating Profit | m | ||||||||
| Net Profit | m | ||||||||
| EPS Reported | |||||||||
| Diluted Normalised EPS | |||||||||
| EPS Growth | % | +1.46 | +37.73 | +3.61 | n/a | n/a | n/a | +22.96 | n/a |
| PE Ratio | x | ||||||||
| PEG | |||||||||
| Profitability | |||||||||
| Operating Margin | % | ||||||||
| ROA | % | ||||||||
| ROCE | % | ||||||||
| ROE | % | ||||||||
| Cashflow | |||||||||
| Op. Cashflow ps | |||||||||
| Capex ps | |||||||||
| Free Cashflow ps | |||||||||
| Dividends | |||||||||
| Dividend ps | |||||||||
| Dividend Growth | % | ||||||||
| Dividend Yield | % | ||||||||
| Dividend Cover | x | ||||||||
| Balance Sheet | |||||||||
| Cash etc | m | ||||||||
| Working Capital | m | ||||||||
| NFA | m | ||||||||
| Net Debt | m | ||||||||
| Book Value | m | ||||||||
| Diluted Weighted Average Shares | m | ||||||||
| Book Value ps | |||||||||
Other Ratios
| Leverage (ttm) | Total | - Intang | + Pension |
|---|---|---|---|
| Gross Gearing | |||
| Net Gearing | |||
| Cash / Assets |
| Liquidity (ttm) | |
|---|---|
| Curr. Ratio | |
| Quick Ratio | |
| Interest Cov. | |
| Efficiency (ttm) | |
|---|---|
| Asset Turnover | |
| Recs Turnover | |
| Stock Turnover | |
Recent History
| Latest interim period vs. prior period | Industry | Market | |
|---|---|---|---|
| Sales Growth | |||
| EPS Growth | |||
| 3yr Compound Annual Growth Rate | Industry | Market | |
|---|---|---|---|
| Sales CAGR | |||
| EPS CAGR | |||
| DPS CAGR | |||
Profile Summary
Envestnet, Inc. is a provider of intelligent systems for wealth management and financial wellness. Its segments include Envestnet Wealth Solutions and Envestnet Data & Analytics. The Envestnet Wealth Solutions segment provides unified wealth management software, services and solutions to empower financial advisors and institutions to enable them to deliver holistic advice to their clients. Envestnet Wealth Solutions offers products and services, including Envestnet Enterprise; Envestnet Wealth Analytics; Envestnet Tamarac; Envestnet MoneyGuide; Envestnet Workplace Solutions; Envestnet PMC, or Portfolio Management Consultants, and Envestnet Billing Solutions (Redi2). Envestnet Data & Analytics segment offers data aggregation, analytics and digital experiences platforms. Envestnet Data & Analytics provides clients and their account holders with data connectivity via open application programming interface, data enrichment, artificial intelligence-based analytics and digital experiences.
Directors
- James Fox NEC (69)
- Stuart DePina PRE (60)
- William Crager CEO
- Peter D'Arrigo CFO (53)
- Joshua Mayer COO (47)
- Robert Coppola CTO (50)
- Shelly O'Brien GCN (55)
- Dawn Newsome OTH
- Chris Shutler OTH
- Luis Aguilar IND (67)
- Ross Chapin IND (68)
- Gayle Crowell IND (70)
- Valerie Mosley IND (62)
- Gregory Smith IND (57)
- Last Annual
- December 31st, 2023
- Last Interim
- September 30th, 2024
- Incorporated
- February 11th, 2004
- Public Since
- July 29th, 2010
- No. of Shareholders
- 114
- No. of Employees
- 3,100
- Sector
- Software & IT Services
- Industry
- Technology
- Exchange
New York Stock Exchange- Shares in Issue
- 55,345,924
- Address
- 1000 Chesterbrook Boulevard, Suite 250, BERWYN, 19312
- Web
- https://www.envestnet.com/
- Phone
- +1 3128272800
- Auditors
- KPMG LLP
Upcoming Events for ENV
Q1 2025 Envestnet Inc Earnings Release
Envestnet Inc Annual Shareholders Meeting
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FAQ
What is the Envestnet share price?
As of Today at 19:30 UTC, shares in Envestnet are trading at $63.14. This share price information is delayed by 15 minutes.
How has the Envestnet share price performed this year?
Shares in Envestnet last closed at $63.14 and the price had moved by +70.19% over the past 365 days. In terms of relative price strength the Envestnet share price has outperformed the S&P500 Index by +29.99% over the past year.
What are the analyst and broker recommendations for Envestnet?
The overall consensus recommendation for Envestnet is Hold. You can view the full broker recommendation list by unlocking its StockReport.
Find out moreWhat is the Envestnet dividend yield?
Envestnet does not currently pay a dividend.
Does Envestnet pay a dividend?
Envestnet does not currently pay a dividend.
When does Envestnet next pay dividends?
Envestnet does not currently pay a dividend.
How do I buy Envestnet shares?
To buy shares in Envestnet you'll need a share-dealing account with an online or offline stock broker. Once you have opened your account and transferred funds into it, you'll be able to search and select shares to buy and sell. You can use Stockopedia’s share research software to help you find the the kinds of shares that suit your investment strategy and objectives.
What is the market cap of Envestnet?
As of the previous close price of $63.14, shares in Envestnet had a market capitalisation of $3.49bn.
Where are Envestnet shares listed?
Here are the trading details for Envestnet:
- Country of listing: United States
- Exchange: NYQ
- Ticker Symbol: ENV
What kind of share is Envestnet?
Based on an overall assessment of its quality, value and momentum Envestnet is currently classified as a High Flyer. The classification is based on a composite score that examines a wide range of fundamental and technical measures. Stock are classified on the the following spectrum: Super Stocks, High Flyers, Contrarians, Turnarounds, Neutral, Value Traps, Momentum Traps, Falling Stars, and Sucker Stocks. For more information, learn about our StockRank Styles.
Is there a Envestnet share price forecast for 2024?
The analyst consensus target price for shares in Envestnet is $64.63. That is 2.36% above the last closing price of $63.14.
Analysts covering Envestnet currently have a consensus Earnings Per Share (EPS) forecast of $2.69 for the next financial year.
Find out moreWhat is the trend in the Envestnet share price?
An important predictor of whether a stock price will go up is its track record of momentum. Price trends tend to persist, so it's worth looking at them when it comes to a share like Envestnet. Over the past six months, its share price has underperformed the S&P500 Index by -18.77%.
As of the last closing price of $63.14, shares in Envestnet were trading +3.4% higher than their 200 day moving average. You can read more about the power of momentum in assessing share price movements on Stockopedia.
What is the Envestnet PE Ratio?
The Envestnet PE ratio based on its reported earnings over the past 12 months is 19.44. The shares last closed at $63.14.
The PE ratio (or price-to-earnings ratio) is the one of the most popular valuation measures used by stock market investors. It is calculated by dividing a company's price per share by its earnings per share.
The PE ratio can be seen as being expressed in years, in the sense that it shows the number of years of earnings which would be required to pay back the purchase price, ignoring inflation. So in general terms, the higher the PE, the more expensive the stock is.
Who are the key directors of Envestnet?
Envestnet's management team is headed by:
- James Fox - NEC
- Stuart DePina - PRE
- William Crager - CEO
- Peter D'Arrigo - CFO
- Joshua Mayer - COO
- Robert Coppola - CTO
- Shelly O'Brien - GCN
- Dawn Newsome - OTH
- Chris Shutler - OTH
- Luis Aguilar - IND
- Ross Chapin - IND
- Gayle Crowell - IND
- Valerie Mosley - IND
- Gregory Smith - IND