Envestnet (ENV)
(Real Time Quote from BATS)
$64.25 USD
+2.05 (3.30%)
Updated Apr 18, 2024 10:58 AM ET
3-Hold of 5 3
C Value A Growth D Momentum B VGM
Company Summary
Founded in 1999, Chicago, IL based Envestnet is a leading provider of intelligent systems for wealth management and financial systems.
The company’s financial network connects software, services and data. Envestnet clients include more than 108,000 advisors, including 48 of the 50 largest wealth management and brokerage firms, 16 of the 20 largest U.S. banks, more than 500 of the 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 (88% of 2023 revenues) is a ...
Company Summary
Founded in 1999, Chicago, IL based Envestnet is a leading provider of intelligent systems for wealth management and financial systems.
The company’s financial network connects software, services and data. Envestnet clients include more than 108,000 advisors, including 48 of the 50 largest wealth management and brokerage firms, 16 of the 20 largest U.S. banks, more than 500 of the 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 (88% of 2023 revenues) 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.
The segment’s solutions include Envestnet | Enterprise, Envestnet |Tamarac, Envestnet | Retirement Solutions (“ERS”) and Envestnet | PMC. Envestnet | Enterprise provides an end-to-end open architecture wealth management platform, and data aggregation and reporting, data analytics, and digital advice capabilities. Envestnet | Tamarac provides trading, portfolio accounting, rebalancing, performance reporting, and client relationship management software. Envestnet | Retirement Solutions offer a suite of services for advisor-sold retirement plans. Envestnet | Portfolio Management Consultants provide research, due diligence, consulting services, patented portfolio overlay and tax optimization services.
Envestnet Data & Analytics’ (12%) data aggregation and data analytics platformoffers cloud-based innovation for digital financial services. As an artificial intelligence (“AI”) and data specialist, the segment collects, polishes and aggregates end-user permissioned transaction level data, and combines them with financial applications, market research analysis, reports and application programming interfaces.
General Information
Envestnet, Inc
1000 CHESTERBROOK BOULEVARD SUITE 250
BERWYN, PA 19312
Phone: 312-827-2800
Fax: 312-827-2801
Email: investor.relations@envestnet.com
| Industry | Financial Transaction Services |
| Sector | Business Services |
| Fiscal Year End | December |
| Last Reported Quarter | 3/31/2024 |
| Exp Earnings Date | 5/7/2024 |
EPS Information
| Current Quarter EPS Consensus Estimate | 0.54 |
| Current Year EPS Consensus Estimate | 2.59 |
| Estimated Long-Term EPS Growth Rate | NA |
| Exp Earnings Date | 5/7/2024 |
Price and Volume Information
| Zacks Rank |  |
| Yesterday's Close | 62.20 |
| 52 Week High | 68.83 |
| 52 Week Low | 33.12 |
| Beta | 1.31 |
| 20 Day Moving Average | 677,407.19 |
| Target Price Consensus | 61.29 |
| 4 Week | 10.19 |
| 12 Week | 22.08 |
| YTD | 25.61 |
| 4 Week | 14.63 |
| 12 Week | 18.34 |
| YTD | 19.29 |
| Shares Outstanding (millions) | 54.79 |
| Market Capitalization (millions) | 3,407.86 |
| Short Ratio | NA |
| Last Split Date | NA |
| Dividend Yield | 0.00% |
| Annual Dividend | $0.00 |
| Payout Ratio | 0.00 |
| Change in Payout Ratio | 0.00 |
| Last Dividend Payout / Amount | NA / $0.00 |
Fundamental Ratios
| P/E (F1) | 24.01 |
| Trailing 12 Months | 29.20 |
| PEG Ratio | NA |
| vs. Previous Year | 186.67% |
| vs. Previous Quarter | 19.44% |
| vs. Previous Year | 8.45% |
| vs. Previous Quarter | 0.25% |
| Price/Book | 5.92 |
| Price/Cash Flow | 8.41 |
| Price / Sales | 2.74 |
| 3/31/24 | NA |
| 12/31/23 | 12.27 |
| 9/30/23 | 9.32 |
| 3/31/24 | NA |
| 12/31/23 | 4.28 |
| 9/30/23 | 3.38 |
| 3/31/24 | NA |
| 12/31/23 | 0.90 |
| 9/30/23 | 0.75 |
| 3/31/24 | NA |
| 12/31/23 | 0.90 |
| 9/30/23 | 0.75 |
| 3/31/24 | NA |
| 12/31/23 | 6.89 |
| 9/30/23 | 5.71 |
| 3/31/24 | NA |
| 12/31/23 | -19.17 |
| 9/30/23 | -7.54 |
| 3/31/24 | NA |
| 12/31/23 | -18.70 |
| 9/30/23 | -6.12 |
| 3/31/24 | NA |
| 12/31/23 | 10.51 |
| 9/30/23 | 13.79 |
| 3/31/24 | NA |
| 12/31/23 | NA |
| 9/30/23 | NA |
| 3/31/24 | NA |
| 12/31/23 | 1.53 |
| 9/30/23 | 1.16 |
| 3/31/24 | NA |
| 12/31/23 | 60.41 |
| 9/30/23 | 53.80 |