ENV:NYE-Envestnet Inc (USD)

EQUITY | Software - Application | New York Stock Exchange

Last Closing

USD 62.36

Change

+0.07 (+0.11)%

Market Cap

USD 1.69B

Volume

0.41M

Analyst Target

USD 91.88
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Envestnet Inc provides unified wealth management software and services to financial advisors and institutions.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-04-25 )

Largest Industry Peers for Software - Application

Symbol Name Price(Change) Market Cap
CRM Salesforce.com Inc

N/A

USD 262.26B
SAP SAP SE ADR

N/A

USD 205.98B
NOW ServiceNow Inc

N/A

USD 146.62B
UBER Uber Technologies Inc

N/A

USD 143.73B
SHOP Shopify Inc

N/A

USD 89.68B
SNOW Snowflake Inc.

N/A

USD 48.61B
HUBS HubSpot Inc

N/A

USD 31.99B
FICO Fair Isaac Corporation

N/A

USD 30.61B
TYL Tyler Technologies Inc

N/A

USD 17.62B
DT Dynatrace Holdings LLC

N/A

USD 13.94B

ETFs Containing ENV

CSML IQ Chaikin U.S. Small Cap.. 0.24 % 0.35 %

N/A

USD 0.12B
XSW SPDR® S&P Software & Ser.. 0.00 % 0.35 %

N/A

USD 0.35B

Market Performance

  Market Performance vs. Industry/Classification (Software - Application) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 25.93% 91% A- 95% A
Dividend Return N/A N/A N/A N/A N/A
Total Return 25.93% 91% A- 95% A
Trailing 12 Months  
Capital Gain -1.62% 43% F 34% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -1.62% 43% F 24% F
Trailing 5 Years  
Capital Gain -12.14% 36% F 34% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -12.14% 36% F 21% F
Average Annual (5 Year Horizon)  
Capital Gain -4.11% 39% F 23% F
Dividend Return -4.11% 39% F 13% F
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 20.39% 89% A- 55% F
Risk Adjusted Return -20.18% 32% F 16% F
Market Capitalization 1.69B 71% C- 72% C

Key Financial Ratios

  Ratio vs. Industry/Classification (Software - Application) Ratio vs. Market (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 421.91 13% 1%
Price/Book Ratio 5.55 43% 16%
Price / Cash Flow Ratio 22.52 53% 14%
Price/Free Cash Flow Ratio -51.45 85% 97%
Management Effectiveness  
Return on Equity -36.63% 20% 10%
Return on Invested Capital -0.14% 59% 25%
Return on Assets 1.38% 69% 38%
Debt to Equity Ratio 154.28% 7% 21%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Negative free cash flow

The company had negative total free cash flow in the most recent four quarters.

Low Earnings Growth

This stock has shown below median earnings growth in the previous 5 years compared to its sector

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector