Envestnet, Inc (ENV)

Last Closing Price: 59.94 (2024-06-14)

Company Description

Envestnet Inc. is a leading provider of intelligent systems for wealth management and financial systems. The company's financial network connects software, services and data. Envestnet serves a wide array of companies, including largest wealth management and brokerage firms, largest U.S. banks, largest registered investment advisers and hundreds of Internet services companies. It operates through two segments: Envestnet Wealth Solutions and Envestnet Data & Analytics. Envestnet Wealth Solutions is a provider of wealth management services. Services include financial planning, risk assessment tools, investment strategies and solutions, asset allocation models, research, portfolio construction, proposal generation and paperwork preparation, model management and account rebalancing, account monitoring, customized fee billing, overlay services covering asset allocation, tax management and socially responsible investing, aggregated multi-custodian performance reporting and communication tools and data analytics.

Financials, Fundamental Metrics & Ratios
Revenue (Most Recent Fiscal Year) $1.25B
Net Income (Most Recent Fiscal Year) $-238.72M
PE Ratio (Current Year Earnings Estimate) 33.72
PE Ratio (Trailing 12 Months) 44.40
PEG Ratio (Long Term Growth Estimate) --
Price to Sales Ratio (Trailing 12 Months) 2.60
Price to Book Ratio (Most Recent Quarterly Book Value per Share) 5.50
Price to Cash Ratio (Most Recent Annual Cash Flow per Share) 8.10
Pre-Tax Margin (Trailing 12 Months) -16.67%
Net Margin (Trailing 12 Months) -15.33%
Return on Equity (Trailing 12 Months) 14.75%
Return on Assets (Trailing 12 Months) 5.01%
Current Ratio (Most Recent Fiscal Quarter) 1.19
Quick Ratio (Most Recent Fiscal Quarter) 1.19
Debt to Common Equity (Most Recent Fiscal Quarter) 1.47
Inventory Turnover (Trailing 12 Months) --
Book Value per Share (Most Recent Fiscal Quarter) $10.51
Earnings per Share (Most Recent Fiscal Quarter) $0.34
Earnings per Share (Most Recent Fiscal Year) $0.92
Diluted Earnings per Share (Trailing 12 Months) $-3.56
Stock
Exchange NYSE
Sector Technology
Industry Software - Application
Common Shares Outstanding 55.11M
Free Float 50.20M
Market Capitalization $3.30B
Average Volume (Last 20 Days) 0.42M
Beta (Past 60 Months) 1.28
Percentage Held By Insiders (Latest Annual Proxy Report) 8.90%
Percentage Held By Institutions (Latest 13F Reports) --
Annual Dividend (Based on Last Quarter) $0.00
Dividend Yield (Based on Last Quarter) 0.00%