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Envestnet (ENV)

(Delayed Data from NYSE)

$62.74 USD

62.74
1,044,786

+0.08 (0.13%)

Updated Sep 20, 2024 04:00 PM ET

After-Market: $62.70 -0.04 (-0.06%) 7:58 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 Buy23.68%
2Buy17.55%
3Hold9.21%
4Sell4.93%
5Strong Sell2.36%
S&P50010.96%

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3-Hold of 5     3    

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 A Growth A Momentum A 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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Top 34% (85 out of 251)

Industry: Financial Transaction Services

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Better trading starts here.

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.

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

All items in Millions except Per Share data.

12/31/2023 12/31/2022 12/31/2021 12/31/2020 12/31/2019
Assets          
Cash & Equivalents 91 162 429 385 83
Receivables 121 102 95 80 68
Notes Receivable 0 0 0 0 0
Inventories 0 0 0 0 0
Other Current Assets 51 41 43 41 32
Total Current Assets 264 305 567 505 183
Net Property & Equipment 273 247 184 144 114
Investments & Advances 0 0 0 0 0
Other Non-Current Assets 0 0 0 0 0
Deferred Charges 0 0 0 0 0
Intangibles 1,145 1,378 1,326 1,342 1,385
Deposits & Other Assets 127 100 74 48 37
Total Assets 1,877 2,112 2,241 2,144 1,802
Liabilities & Shareholders Equity 12/31/2023 12/31/2022 12/31/2021 12/31/2020 12/31/2019
Notes Payable 0 0 0 0 0
Accounts Payable 241 17 19 18 17
Current Portion Long-Term Debt 0 45 0 0 0
Current Portion Capital Leases 0 0 0 0 0
Accrued Expenses 0 217 224 159 138
Income Taxes Payable 0 0 0 0 0
Other Current Liabilities 38 36 34 46 35
Total Current Liabilities 293 327 289 236 204
Mortgages 0 0 0 0 0
Deferred Taxes/Income 17 16 21 37 35
Convertible Debt 0 0 0 757 306
Long-Term Debt 877 872 849 0 260
Non-Current Capital Leases 0 0 0 0 0
Other Non-Current Liabilities 16 19 17 27 41
Minority Interest (Liabilities) 0 0 0 0 0
Total Liabilities 1,303 1,345 1,282 1,168 934
Shareholders Equity 12/31/2023 12/31/2022 12/31/2021 12/31/2020 12/31/2019
Preferred Stock 0 0 0 0 0
Common Stock (Par) 0 0 0 0 0
Capital Surplus 1,207 1,135 1,132 1,167 1,037
Retained Earnings -358 -119 -38 -80 -76
Other Equity -2 4 1 -1 -3
Treasury Stock 273 254 135 110 91
Total Shareholder's Equity 575 768 960 976 868
Total Liabilities & Shareholder's Equity 1,877 2,112 2,241 2,144 1,802
Total Common Equity 575 768 960 976 868
Shares Outstanding 54.60 55.30 54.60 53.90 52.40
Book Value Per Share 10.52 13.88 17.57 18.10 16.56

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

All items in Millions except Per Share data.

6/30/2024 3/31/2024 12/31/2023 9/30/2023 6/30/2023
Assets          
Cash & Equivalents 122 61 91 43 59
Receivables 129 136 121 111 124
Notes Receivable 0 0 0 0 0
Inventories 0 0 0 0 0
Other Current Assets 58 108 51 49 42
Total Current Assets 309 305 264 203 225
Net Property & Equipment 251 261 273 283 274
Investments & Advances 97 0 0 0 0
Other Non-Current Assets 0 0 0 0 0
Deferred Charges 0 0 0 0 0
Intangibles 1,003 1,103 1,145 1,345 1,360
Deposits & Other Assets 70 127 127 127 121
Total Assets 1,795 1,864 1,877 2,031 2,054
Liabilities & Shareholders Equity 6/30/2024 3/31/2024 12/31/2023 9/30/2023 6/30/2023
Notes Payable 0 0 0 0 0
Accounts Payable 226 201 241 224 240
Current Portion Long-Term Debt 0 0 0 0 20
Current Portion Capital Leases 0 0 0 0 0
Accrued Expenses 0 0 0 0 0
Income Taxes Payable 0 0 0 0 0
Other Current Liabilities 35 44 38 33 36
Total Current Liabilities 272 257 293 270 309
Mortgages 0 0 0 0 0
Deferred Taxes/Income 15 16 17 15 16
Convertible Debt 0 0 0 0 0
Long-Term Debt 879 878 877 875 874
Non-Current Capital Leases 0 0 0 0 0
Other Non-Current Liabilities 17 16 16 17
Minority Interest (Liabilities) 0 0 0 0 0
Total Liabilities 1,279 1,267 1,303 1,279 1,321
Shareholders Equity 6/30/2024 3/31/2024 12/31/2023 9/30/2023 6/30/2023
Preferred Stock 0 0 0 0 0
Common Stock (Par) 0 0 0 0 0
Capital Surplus 1,243 1,225 1,207 1,193 1,175
Retained Earnings -434 -355 -358 -174 -182
Other Equity -8 8 -2 3 6
Treasury Stock 285 281 273 271 267
Total Shareholder's Equity 516 597 575 752 732
Total Liabilities & Shareholder's Equity 1,795 1,864 1,877 2,031 2,054
Total Common Equity 516 597 575 752 732
Shares Outstanding 55.10 54.70 54.60 54.50 54.50
Book Value Per Share 9.37 10.92 10.52 13.79 13.44