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Envestnet Inc ENV

Morningstar Rating
$67.81 +1.51 (2.28%)
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Company Report

Price vs Fair Value

ENV is trading at a 740% premium.
Price
$67.81
Fair Value
$14.00
Uncertainty
High
1-Star Price
$96.79
5-Star Price
$82.20
Economic Moat
Bkbxk
Capital Allocation
Tpgmhgdj

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.

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News

Trading Information

Previous Close Price
$66.30
Day Range
$66.2768.05
52-Week Range
$33.1268.83
Bid/Ask
$67.39 / $67.80
Market Cap
$3.74 Bil
Volume/Avg
455,105 / 531,152

Key Statistics

Price/Earnings (Normalized)
34.35
Price/Sales
2.85
Dividend Yield (Trailing)
Dividend Yield (Forward)
Total Yield

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

Competitors

Valuation

Metric
ENV
SEIC
BR
Price/Earnings (Normalized)
34.3517.9127.35
Price/Book Value
6.293.9710.62
Price/Sales
2.854.633.80
Price/Cash Flow
17.6516.6021.28
Price/Earnings
ENV
SEIC
BR

Financial Strength

Metric
ENV
SEIC
BR
Quick Ratio
0.815.421.25
Current Ratio
1.195.631.39
Interest Coverage
−11.711,002.706.68
Quick Ratio
ENV
SEIC
BR

Profitability

Metric
ENV
SEIC
BR
Return on Assets (Normalized)
7.56%21.02%10.84%
Return on Equity (Normalized)
22.37%24.26%41.54%
Return on Invested Capital (Normalized)
9.74%22.41%16.56%
Return on Assets
ENV
SEIC
BR
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