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Envestnet, Inc. (ENV)
Key financial summary
Financials in USD| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | TTM | ||
|---|---|---|---|---|---|---|---|---|
| Total revenue | $m | 812 | 900 | 998 | 1,187 | 1,240 | 1,246 | 1,337 |
| Operating profit | $m | -204 | -149 | |||||
| Net profit | $m | 6 | -17 | -3 | 13 | -85 | -239 | -262 |
| EPS reported | $ | -4.38 | -4.77 | |||||
| Operating cashflow per share | $ | 2.84 | 2.84 | |||||
| Capex per share | $ | 2.39 | 2.39 | |||||
| FCF per share | $ | 0.45 | 0.45 | |||||
| Free cash flow | $m | 25 | 227 | |||||
| Net debt | $m | 785 | 123 | |||||
| Book value equity | $m | 568 | 527 | |||||
| Book value per share | $ | 10.43 | 9.53 | |||||
| Number of shares | m | 54.46 | 55.27 | |||||
| DPS (TTM paid) | $ | 0.00 | 0.00 |
Financial summary
Financials in USD| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | TTM | ||
|---|---|---|---|---|---|---|---|---|
| Value | ||||||||
| P/E TTM | x | - | - | |||||
| P/B LTM | x | 4.75 | 6.64 | |||||
| P/S LTM | x | 2.16 | 2.61 | |||||
| P/FCF LTM | x | 109.77 | 15.38 | |||||
| EV/EBITDA LTM | x | -45.62 | -38.91 | |||||
| EV/Sales LTM | x | 2.89 | 2.71 | |||||
| Earnings Yield LTM | % | -8.85% | -6.94% | |||||
| FCF Yield | % | 0.91% | 6.50% | |||||
| Quality | ||||||||
| ROE | % | -42.01% | -36.09% | |||||
| ROIC | % | -12.80% | -12.80% | |||||
| Operating margin | % | -16.42% | -16.42% | |||||
| Gross margin | % | 26.31% | 26.31% | |||||
| FCF/Sales | % | 1.97% | 1.97% | |||||
| Growth and momentum | ||||||||
| EPS Growth YoY | % | - | - | |||||
| Sales Growth YoY | % | +0.47% | +9.50% | |||||
| Net Income Growth YoY | % | - | - | |||||
| FCF Growth | % | - | - | |||||
| Operating Profit Growth | % | - | - | |||||
| Dividend and capital structure | ||||||||
| Dividend Yield | % | 0.00% | 0.00% | |||||
| Dividend Growth | % | 0.00% | 0.00% | |||||
| Payout Ratio | % | 0.00% | 0.00% | |||||
| FCF/Debt | x | 0.02 | 0.54 | |||||
| Net Debt/EBITDA | x | -11.41 | -11.41 | |||||
| EBIT/Net interest | x | -8.13 | -8.13 | |||||
| Net debt/market cap | % | 29.12% | 3.51% | |||||
| Net debt/Equity | x | 1.38 | 0.23 | |||||
| Gross debt/equity | x | 1.74 | 0.80 | |||||
Company overview
Envestnet, Inc., through its various subsidiaries, offers a comprehensive range of wealth management software and related services to clients both within the United States and internationally. The company operates primarily across two key divisions: Envestnet Wealth Solutions and Envestnet Data & Analytics. Its core offerings include: Envestnet | Enterprise: A holistic, open-architecture platform for wealth management that integrates data aggregation, reporting functionalities, advanced analytics, and digital advisory tools. Envestnet | Tamarac: Specialized software providing capabilities for portfolio trading, rebalancing, accounting, performance reporting, and client relationship management. Envestnet | MoneyGuide: Solutions focused on goals-based financial planning, specifically designed for the financial services industry. Additionally, Envestnet furnishes: Envestnet | Retirement Solutions: A full suite of services supporting advisor-managed retirement plans. Envestnet | Portfolio Management Consultants (PMC): This division delivers research and expert consulting to empower advisors in crafting investment solutions for their clients, alongside specialized services for portfolio overlay and tax optimization. Underpinning many of these services is a robust data aggregation and intelligence platform, which utilizes cloud-based innovations to support digital financial services. Envestnet, Inc. was established in 1999 and is headquartered in Chicago, Illinois.
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For informational purposes only. Kvantra provides data and quantitative analysis, not investment advice. KvantraRank is a mechanical model output. Analyst price targets and ratings are sourced from third parties and are not Kvantra recommendations. Past performance does not guarantee future results; all investments carry risk.
Envestnet, Inc. (ENV)
Envestnet, Inc., through its various subsidiaries, offers a comprehensive range of wealth management software and related services to clients both within the United States and internationally. The company operates primarily across two key divisions: Envestnet Wealth Solutions and Envestnet Data & Analytics. Its core offerings include: Envestnet | Enterprise: A holistic, open-architecture platform for wealth management that integrates data aggregation, reporting functionalities, advanced analytics, and digital advisory tools. Envestnet | Tamarac: Specialized software providing capabilities for portfolio trading, rebalancing, accounting, performance reporting, and client relationship management. Envestnet | MoneyGuide: Solutions focused on goals-based financial planning, specifically designed for the financial services industry. Additionally, Envestnet furnishes: Envestnet | Retirement Solutions: A full suite of services supporting advisor-managed retirement plans. Envestnet | Portfolio Management Consultants (PMC): This division delivers research and expert consulting to empower advisors in crafting investment solutions for their clients, alongside specialized services for portfolio overlay and tax optimization. Underpinning many of these services is a robust data aggregation and intelligence platform, which utilizes cloud-based innovations to support digital financial services. Envestnet, Inc. was established in 1999 and is headquartered in Chicago, Illinois.
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