ENV:NYE-Envestnet Inc

EQUITY | Application Software | New York Stock Exchange

Last Closing Price

USD 67.15

Change

-0.67 (-0.99)%

Market Cap

USD 3.48B

Volume

0.36M

Average Target Price

USD 72.23 (+7.56%)
Average Analyst Rating

Verdict

STA 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: 2019-06-25 )

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ETFs Containing ENV

Symbol Name Weight Mer Price(Change) Market Cap

N/A

Market Performance

  Market Performance vs.
Industry/Classification (Application Software)
Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 36.51% 59% F 93% A
Dividend Return N/A N/A N/A N/A N/A
Total Return 36.51% 59% F 93% A
Trailing 12 Months  
Capital Gain 18.85% 50% F 90% A-
Dividend Return N/A N/A N/A N/A N/A
Total Return 18.85% 47% F 88% B+
Trailing 5 Years  
Capital Gain 35.60% 36% F 77% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 35.60% 33% F 67% D+
Average Annual (5 Year Horizon)  
Capital Gain 11.42% 42% F 84% B
Dividend Return 11.42% 41% F 80% B-
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 34.67% 36% F 13% F
Risk Adjusted Return 32.95% 38% F 47% F
Market Capitalization 1.69B 39% F 75% C
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Key Financial Ratios

  Ratio vs. Industry/Classification
(Application Software)
Ratio vs. Market
(New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio -152.61 92% A- 97% A+
Price/Book Ratio 5.16 56% F 13% F
Price / Cash Flow Ratio 7.25 45% F 12% F
Price/Free Cash Flow Ratio 52.05 27% F 8% F
Management Effectiveness  
Return on Equity -3.62% 51% F 18% F
Return on Invested Capital 0.68% 48% F 16% F
Return on Assets -1.64% 48% F 16% F
Debt to Equity Ratio 81.75% 38% F 46% F
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

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:
Positive cash flow

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

Positive free cash flow

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

What to not like:
Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.

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.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

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.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Poor capital utilization

The company management has delivered below median return on invested capital in the most recent 4 quarters compared to its peers.

Higly 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.

Negative earnings

The company had negative total earnings in the most recent four quarters.

Overpriced on free cash flow basis

The stock is trading high compared to its peers on a price to free cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.