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Envestnet (ENV)

(Delayed Data from NYSE)

$71.49 USD

71.49
351,208

-1.26 (-1.73%)

Updated Jan 21, 2022 04:00 PM ET

Zacks Rank:

This is our short term rating system that serves as a timeliness indicator for stocks over the next 1 to 3 months. How good is it? See rankings and related performance below.

Zacks Rank Definition Annualized Return
1Strong Buy25.25%
2Buy18.80%
3Hold10.34%
4Sell6.03%
5Strong Sell2.82%
S&P50011.35%

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2-Buy of 5   2      

Style Scores:

The Style Scores are a complementary set of indicators to use alongside the Zacks Rank. It allows the user to better focus on the stocks that are the best fit for his or her personal trading style.

The scores are based on the trading styles of Value, Growth, and Momentum. There's also a VGM Score ('V' for Value, 'G' for Growth and 'M' for Momentum), which combines the weighted average of the individual style scores into one score.

Value Score A
Growth Score A
Momentum Score A
VGM Score A

Within each Score, stocks are graded into five groups: A, B, C, D and F. As you might remember from your school days, an A, is better than a B; a B is better than a C; a C is better than a D; and a D is better than an F.

As an investor, you want to buy stocks with the highest probability of success. That means you want to buy stocks with a Zacks Rank #1 or #2, Strong Buy or Buy, which also has a Score of an A or a B in your personal trading style.

Zacks Style Scores Education - Learn more about the Zacks Style Scores

C Value B Growth C Momentum B VGM

Industry Rank:

The Zacks Industry Rank assigns a rating to each of the 265 X (Expanded) Industries based on their average Zacks Rank.

An industry with a larger percentage of Zacks Rank #1's and #2's will have a better average Zacks Rank than one with a larger percentage of Zacks Rank #4's and #5's.

The industry with the best average Zacks Rank would be considered the top industry (1 out of 265), which would place it in the top 1% of Zacks Ranked Industries. The industry with the worst average Zacks Rank (265 out of 265) would place in the bottom 1%.

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Zacks Industry Rank Education -- Learn more about the Zacks Industry Rank

Bottom 27% (186 out of 254)

Industry: Financial Transaction Services

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Trades from $1

Balance Sheet

Research for ENV

The Zacks Equity Research reports, or ZER for short, are our in-house, independently produced research reports.

The ever popular one-page Snapshot reports are generated for virtually every single Zacks Ranked stock. It's packed with all of the company's key stats and salient decision making information. Including the Zacks Rank, Zacks Industry Rank, Style Scores, the Price, Consensus & Surprise chart, graphical estimate analysis and how a stocks stacks up to its peers.

The detailed multi-page Analyst report does an even deeper dive on the company's vital statistics. In addition to all of the proprietary analysis in the Snapshot, the report also visually displays the four components of the Zacks Rank (Agreement, Magnitude, Upside and Surprise); provides a comprehensive overview of the company business drivers, complete with earnings and sales charts; a recap of their last earnings report; and a bulleted list of reasons to buy or sell the stock. It also includes an industry comparison table to see how your stock compares to its expanded industry, and the S&P 500.

Researching stocks has never been so easy or insightful as with the ZER Analyst and Snapshot reports.

Learn more about Zacks Equity Research reports

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Fiscal Year End for Envestnet, Inc falls in the month of December.

All items in Millions except Per Share data.

12/31/2021 12/31/2020 12/31/2019 12/31/2018 12/31/2017
Assets          
Cash & Equivalents NA 385 83 289 60
Receivables NA 80 68 68 52
Notes Receivable NA 0 0 0 0
Inventories NA 0 0 0 0
Other Current Assets NA 41 32 24 19
Total Current Assets NA 505 183 381 131
Net Property & Equipment NA 144 114 83 58
Investments & Advances NA 0 0 0 0
Other Non-Current Assets NA 0 0 0 0
Deferred Charges NA 0 0 0 0
Intangibles NA 1,342 1,385 824 656
Deposits & Other Assets NA 48 37 25 17
Total Assets NA 2,144 1,802 1,314 862
Liabilities & Shareholders Equity 12/31/2021 12/31/2020 12/31/2019 12/31/2018 12/31/2017
Notes Payable NA 0 0 166 0
Accounts Payable NA 18 17 20 11
Current Portion Long-Term Debt NA 0 0 0 0
Current Portion Capital Leases NA 0 0 0 0
Accrued Expenses NA 159 138 133 106
Income Taxes Payable NA 0 0 0 0
Other Current Liabilities NA 46 35 25 23
Total Current Liabilities NA 236 204 343 140
Mortgages NA 0 0 0 0
Deferred Taxes/Income NA 37 35 25 28
Convertible Debt NA 757 306 295 159
Long-Term Debt NA 0 260 0 81
Non-Current Capital Leases NA 0 0 0 0
Other Non-Current Liabilities NA 27 41 18 16
Minority Interest (Liabilities) NA 0 0 0 1
Total Liabilities NA 1,168 934 681 425
Shareholders Equity 12/31/2021 12/31/2020 12/31/2019 12/31/2018 12/31/2017
Preferred Stock NA 0 0 0 0
Common Stock (Par) NA 0 0 0 0
Capital Surplus NA 1,167 1,037 761 556
Retained Earnings NA -80 -76 -59 -74
Other Equity NA -1 -3 -2 1
Treasury Stock NA 110 91 68 47
Total Shareholder's Equity NA 976 868 633 437
Total Liabilities & Shareholder's Equity NA 2,144 1,802 1,314 862
Total Common Equity 0 976 868 633 437
Shares Outstanding 54.60 53.90 52.40 45.70 44.30
Book Value Per Share 0.00 18.10 16.56 13.84 9.86

Fiscal Year End for Envestnet, Inc falls in the month of December.

All items in Millions except Per Share data.

12/31/2021 9/30/2021 6/30/2021 3/31/2021 12/31/2020
Assets          
Cash & Equivalents NA 394 370 372 385
Receivables NA 116 81 79 80
Notes Receivable NA 0 0 0 0
Inventories NA 0 0 0 0
Other Current Assets NA 40 41 38 41
Total Current Assets NA 550 491 489 505
Net Property & Equipment NA 174 165 156 144
Investments & Advances NA 0 0 0 0
Other Non-Current Assets NA 0 0 0 0
Deferred Charges NA 0 0 0 0
Intangibles NA 1,342 1,364 1,350 1,342
Deposits & Other Assets NA 59 58 49 48
Total Assets NA 2,217 2,171 2,143 2,144
Liabilities & Shareholders Equity 12/31/2021 9/30/2021 6/30/2021 3/31/2021 12/31/2020
Notes Payable NA 0 0 0 0
Accounts Payable NA 22 20 25 18
Current Portion Long-Term Debt NA 0 0 0 0
Current Portion Capital Leases NA 0 0 0 0
Accrued Expenses NA 200 175 136 159
Income Taxes Payable NA 0 0 0 0
Other Current Liabilities NA 35 40 55 46
Total Current Liabilities NA 269 248 229 236
Mortgages NA 0 0 0 0
Deferred Taxes/Income NA 28 34 23 37
Convertible Debt NA 0 0 845 757
Long-Term Debt NA 848 846 0 0
Non-Current Capital Leases NA 0 0 0 0
Other Non-Current Liabilities NA 18 23 27
Minority Interest (Liabilities) NA 0 0 0 0
Total Liabilities NA 1,270 1,253 1,229 1,168
Shareholders Equity 12/31/2021 9/30/2021 6/30/2021 3/31/2021 12/31/2020
Preferred Stock NA 0 0 0 0
Common Stock (Par) NA 0 0 0 0
Capital Surplus NA 1,109 1,089 1,073 1,167
Retained Earnings NA -33 -45 -36 -80
Other Equity NA 1 -2 -1 -1
Treasury Stock NA 130 126 122 110
Total Shareholder's Equity NA 947 917 914 976
Total Liabilities & Shareholder's Equity NA 2,217 2,171 2,143 2,144
Total Common Equity 0 947 917 914 976
Shares Outstanding 54.60 54.50 54.50 54.40 53.90
Book Value Per Share 0.00 17.38 16.83 16.80 18.10