Skip to Content
Morningstar

Envestnet Inc ENV

Morningstar Rating
Unlock
Stock XNYS Rating as of
$56.54 −0.76 (1.33%)
View Full Chart
As of Delayed Price Closed
Unlock our analysis with Morningstar Investor
Start Free Trial

Company Report

View Archive

Price vs Fair Value

View History
ENV is trading at a 9% premium.
Price
$56.54
Fair Value
$38.00
Uncertainty
High
1-Star Price
$57.10
5-Star Price
$34.80
Economic Moat
Pnsdnc
Capital Allocation
Cfmcqjrrw

Bulls Say, Bears Say

Bulls

Activist investors could successfully pressure Envestnet to substantially increase its operating margins. If that fails, Envestnet's recurring revenue business model could be attractive to strategic and financial acquirers.

Bears

Envestnet’s data and analytics segment faces strong competition from other data aggregators such as Plaid and other alternative data providers.

Show More
Is it the right time to buy, sell, or hold?
Start a free trial of Morningstar Investor to unlock exclusive ratings and continuous analyst coverage to help you decide if ENV is a good fit for your portfolio.
Get 7 Days Free

News

View All

Trading Information

Previous Close Price
$57.30
Day Range
$56.18–58.32
52-Week Range
$33.12–66.50
Bid/Ask
$33.75 / $89.89
Market Cap
$3.11 Bil
Volume/Avg
714,183 / 440,839

Key Statistics

Price/Earnings (Normalized)
30.16
Price/Sales
2.55
Dividend Yield (Trailing)
—
Dividend Yield (Forward)
—
Total Yield
0.29%

Company Profile

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.
Sector
Technology
Industry
Software - Application
Stock Style Box
Small Core
Total Number of Employees
3,100
Website
https://www.envestnet.com

Competitors

Valuation

View More
Metric
ENV
SEIC
BR
Price/Earnings (Normalized)
 30.1619.6228.00
Price/Book Value
 5.614.3611.59
Price/Sales
 2.554.943.84
Price/Cash Flow
 18.9817.8821.82
Price/Earnings
ENV
SEIC
BR

Financial Strength

Metric
ENV
SEIC
BR
Quick Ratio
 0.774.031.20
Current Ratio
 0.904.191.40
Interest Coverage
 −9.02950.626.50
Quick Ratio
ENV
SEIC
BR

Profitability

Metric
ENV
SEIC
BR
Return on Assets (Normalized)
 6.92%20.46%10.61%
Return on Equity (Normalized)
 19.94%23.94%42.40%
Return on Invested Capital (Normalized)
 8.92%22.11%16.14%
Return on Assets
ENV
SEIC
BR
See how this stock stacks up to its competitors with Morningstar Investor
Start Free Trial

Software - Application Industry Comparables

Screen in Investor
Ticker
Name
Morningstar Rating for Stocks
Capital Allocation
Economic Moat
Market Cap
CRM
Salesforce IncWblygddGpkw$285.5 Bil
SAP
SAP SE ADRRzblTrlxyw$214.2 Bil
INTU
Intuit IncKrfsfvtxJpp$171.4 Bil
UBER
Uber Technologies IncRqvssjrVpvbs$152.8 Bil
NOW
ServiceNow IncMckjqdpfwYlm$151.1 Bil
SHOP
Shopify Inc Registered Shs -A- Subord VtgNkkydswjCmtvq$88.3 Bil
CDNS
Cadence Design Systems IncLphxzjnvLrybtsh$82.2 Bil
WDAY
Workday Inc Class AFwxlrntqkPhl$68.6 Bil
ROP
Roper Technologies IncZrjmgzpvmDynlg$56.5 Bil
DASTY
Dassault Systemes SE ADRCmpcxvvhHff$55.3 Bil

Sponsor Center