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Envestnet Inc
NYSE:ENV

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Envestnet Inc Logo
Envestnet Inc
NYSE:ENV
Watchlist
Price: 57.66 USD 2.63%
Updated: Mar 28, 2024

Intrinsic Value

Envestnet, Inc. engages in the provision of intelligent systems for wealth management and financial wellness. [ Read More ]

The intrinsic value of one ENV stock under the Base Case scenario is 66.84 USD. Compared to the current market price of 57.66 USD, Envestnet Inc is Undervalued by 14%.

Key Points:
ENV Intrinsic Value
Base Case
66.84 USD
Undervaluation 14%
Intrinsic Value
Price
Worst Case
Base Case
Best Case

Valuation Backtest
Envestnet Inc

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Fundamental Analysis

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of Envestnet Inc's business.

What risks and challenges
does Envestnet Inc face in the near future?

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of Envestnet Inc.

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for Envestnet Inc and its competitors.

Financials

Balance Sheet Decomposition
Envestnet Inc

Current Assets 263.8m
Cash & Short-Term Investments 91.4m
Receivables 121m
Other Current Assets 51.5m
Non-Current Assets 1.6B
PP&E 117.4m
Intangibles 1.4B
Other Non-Current Assets 126.7m
Current Liabilities 292.5m
Accrued Liabilities 254.3m
Other Current Liabilities 38.2m
Non-Current Liabilities 1B
Long-Term Debt 876.6m
Other Non-Current Liabilities 139.9m
Efficiency

Earnings Waterfall
Envestnet Inc

Revenue
1.2B USD
Cost of Revenue
-473m USD
Gross Profit
772.6m USD
Operating Expenses
-726.6m USD
Operating Income
46m USD
Other Expenses
-284.7m USD
Net Income
-238.7m USD

Free Cash Flow Analysis
Envestnet Inc

Last Value
3-Years Average
FCF Margin
Conversion Rate
History
Components
Chart
Table
What is Free Cash Flow?
Fundamental Scores

ENV Profitability Score
Profitability Due Diligence

Envestnet Inc's profitability score is 42/100. The higher the profitability score, the more profitable the company is.

Positive Gross Profit
Positive Free Cash Flow
Positive 3-Years Revenue Growth
Positive Revenue Growth Forecast
42/100
Profitability
Score

Envestnet Inc's profitability score is 42/100. The higher the profitability score, the more profitable the company is.

ENV Solvency Score
Solvency Due Diligence

Envestnet Inc's solvency score is 41/100. The higher the solvency score, the more solvent the company is.

Long-Term Solvency
Short-Term Solvency
Average D/E
Average Altman Z-Score
41/100
Solvency
Score

Envestnet Inc's solvency score is 41/100. The higher the solvency score, the more solvent the company is.

Wall St
Price Targets

ENV Price Targets Summary
Envestnet Inc

Wall Street analysts forecast ENV stock price to rise over the next 12 months.

According to Wall Street analysts, the average 1-year price target for ENV is 63.76 USD with a low forecast of 51.54 USD and a high forecast of 82.95 USD.

Lowest
Price Target
51.54 USD
11% Downside
Average
Price Target
63.76 USD
11% Upside
Highest
Price Target
82.95 USD
44% Upside
View Analyst Estimates
View Analyst Estimates

Competitive Landscape

Ownership

ENV Insider Trading
Buy and sell transactions by insiders

Cumulative Transactions Amount
Period Sold Bought Net
3 Months
6 Months
9 Months
12 Months
Why is insider trading important?

Shareholder Return

ENV Price
Envestnet Inc

1M 1M
+13%
6M 6M
+34%
1Y 1Y
+5%
3Y 3Y
-22%
5Y 5Y
-11%
10Y 10Y
+46%
Annual Price Range
57.66
52w Low
33.55
52w High
66.31
Price Metrics
Average Annual Return -0.04%
Standard Deviation of Annual Returns 16.35%
Max Drawdown -62%
Shares Statistics
Market Capitalization 3.2B USD
Shares Outstanding 55 000 000
Percentage of Shares Shorted 12.56%

ENV Return Decomposition
Main factors of price return

What is price return decomposition?

Company Profile

Envestnet Inc Logo
Envestnet Inc

Country

United States of America

Industry

Technology

Market Cap

3.2B USD

Dividend Yield

0%

Description

Envestnet, Inc. engages in the provision of intelligent systems for wealth management and financial wellness. The company is headquartered in Berwyn, Pennsylvania and currently employs 4,375 full-time employees. The company went IPO on 2010-07-29. The firm operates through two segments: Envestnet Wealth Solutions and Envestnet Data & Analytics. The Envestnet Wealth Solutions segment provides unified wealth management software and services. This segment offers a range of services to advisors, which includes financial planning, risk assessment tools, investment strategies and solutions, portfolio construction, proposal generation and paperwork preparation, model management and account rebalancing, account monitoring and customized fee billing. The Envestnet Data & Analytics segment offers data aggregation and data intelligence platform. As an artificial intelligence (AI) and data specialist, it gathers, refines and aggregates a set of end user permissioned transaction level data and combines them with financial applications, reports, market research analysis and application programming interfaces for its customers.

Contact

PENNSYLVANIA
Berwyn
1000 Chesterbrook Boulevard, Suite 250
+13128272800.0
http://www.envestnet.com

IPO

2010-07-29

Employees

4 375

Officers

Co-Founder, CEO & Director
Mr. William C. Crager
Chief Legal Officer, General Counsel & Corporate Secretary
Ms. Shelly S. O'Brien J.D.
Senior Advisor to CEO
Mr. Peter H. D'Arrigo CFA
Chief Financial Officer
Mr. Joshua B. Warren
Chief Operating Officer
Mr. Joshua David Mayer
Co-Chief Investment Officer & Group President of Envestnet Solutions
Ms. Dana Marie D'Auria C.F.A.
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Chief Technology Officer
Mr. Robert Michael Coppola
Head of Investor Relations
Mr. Brian S. Shipman CFA
Head of International Sales
Mr. Jason O'Shaughnessy
Chief Human Resources Officer
Ms. Sharon Rosenthal
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See Also

Discover More
What is the Intrinsic Value of one ENV stock?

The intrinsic value of one ENV stock under the Base Case scenario is 66.84 USD.

Is ENV stock undervalued or overvalued?

Compared to the current market price of 57.66 USD, Envestnet Inc is Undervalued by 14%.