Envestnet Stock Buy Hold or Sell Recommendation
| ENV Stock | USD 62.57 0.86 1.39% |
Considering the 90-day investment horizon and your above-average risk tolerance, our recommendation regarding Envestnet is 'Strong Sell'. Macroaxis provides Envestnet buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding ENV positions. The advice algorithm takes into account all of Envestnet's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Envestnet's buy or sell advice are summarized below:
Real Value 46.3 | Target Price 67.17 | Hype Value 62.57 | Market Value 62.57 | Naive Value 64.93 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Envestnet given historical horizon and risk tolerance towards Envestnet. When Macroaxis issues a 'buy' or 'sell' recommendation for Envestnet, the advice is generated through an automated system that utilizes algorithms and statistical models.
Envestnet |
Execute Envestnet Buy or Sell Advice
The Envestnet recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Envestnet. Macroaxis does not own or have any residual interests in Envestnet or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Envestnet's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Sell
Market Performance | OK | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Responds to the market | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Buy | Details | |
Reporting Quality (M-Score) | Unavailable | Details |
Envestnet Trading Alerts and Improvement Suggestions
| The company has 990.35 M in debt with debt to equity (D/E) ratio of 1.04, which is OK given its current industry classification. Envestnet has a current ratio of 0.75, suggesting that it has not enough short term capital to pay financial commitments when the payables are due. Debt can assist Envestnet until it has trouble settling it off, either with new capital or with free cash flow. So, Envestnet's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Envestnet sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Envestnet to invest in growth at high rates of return. When we think about Envestnet's use of debt, we should always consider it together with cash and equity. | |
| The entity reported the last year's revenue of 1.25 B. Reported Net Loss for the year was (238.72 M) with profit before taxes, overhead, and interest of 310.72 M. | |
| Over 99.0% of Envestnet shares are held by institutions such as insurance companies | |
| Latest headline from barrons.com: Weeks Best Advisors Prepare for Trump Tax Cuts to Sunset |
Envestnet Returns Distribution Density
The distribution of Envestnet's historical returns is an attempt to chart the uncertainty of Envestnet's future price movements. The chart of the probability distribution of Envestnet daily returns describes the distribution of returns around its average expected value. We use Envestnet price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Envestnet returns is essential to provide solid investment advice for Envestnet.
| Mean Return | 0.35 | Value At Risk | -3.24 | Potential Upside | 2.95 | Standard Deviation | 2.36 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Envestnet historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Envestnet Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Envestnet is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Envestnet backward and forwards among themselves. Envestnet's institutional investor refers to the entity that pools money to purchase Envestnet's securities or originates loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Hhg Plc | 2023-12-31 | 1.3 M | Clearbridge Advisors, Llc | 2023-12-31 | 1.2 M | Rgm Capital Llc | 2023-12-31 | 1.2 M | Fmr Inc | 2023-12-31 | 1.1 M | Brown Advisory Holdings Inc | 2023-12-31 | 1.1 M | Geneva Capital Management | 2023-12-31 | 1.1 M | Geode Capital Management, Llc | 2023-12-31 | 1 M | Dimensional Fund Advisors, Inc. | 2023-12-31 | 971.9 K | Amvescap Plc. | 2023-12-31 | 786.1 K | Blackrock Inc | 2023-12-31 | 7.8 M | Vanguard Group Inc | 2023-12-31 | 6 M |
Envestnet Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change To Inventory | 11.6M | (7.7M) | 4.5M | 58.1M | 66.8M | 70.2M | |
| Change In Cash | (206.9M) | 302.0M | 44.7M | (267.3M) | (70.8M) | (67.3M) | |
| Free Cash Flow | 54.8M | 102.8M | 133.2M | (7.3M) | 24.6M | 42.2M | |
| Depreciation | 101.3M | 113.7M | 117.8M | 130.5M | 130.3M | 136.8M | |
| Other Non Cash Items | 12.5M | 23.0M | 11.8M | 26.8M | 205.9M | 216.2M | |
| Capital Expenditures | 53.9M | 67.0M | 117.4M | 124.3M | 130.3M | 136.8M | |
| Net Income | (17.2M) | (2.6M) | 12.7M | (85.5M) | (238.7M) | (226.8M) | |
| End Period Cash Flow | 82.8M | 384.7M | 429.4M | 162.2M | 91.4M | 136.7M | |
| Dividends Paid | 545.3M | 5K | 19.5M | 2.6M | 3.0M | 2.9M | |
| Investments | (5.3M) | (15.6M) | (25.9M) | (251.1M) | (149.5M) | (142.1M) | |
| Change Receivables | (12.9M) | 1.1M | (15.1M) | (16.7M) | (15.1M) | (14.3M) | |
| Change To Netincome | 37.2M | 80.7M | 80.4M | 99.1M | 114.0M | 119.7M | |
| Net Borrowings | 253.9M | 73.1M | 243.0M | 62.1M | 55.9M | 83.4M |
Envestnet Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Envestnet or Software sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Envestnet's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Envestnet stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over NYSE Composite | 0.37 | |
β | Beta against NYSE Composite | -0.5 | |
σ | Overall volatility | 2.42 | |
Ir | Information ratio | 0.11 |
Envestnet Volatility Alert
Envestnet currently demonstrates below-average downside deviation. It has Information Ratio of 0.11 and Jensen Alpha of 0.37. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Envestnet's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Envestnet's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Envestnet Fundamentals Vs Peers
Comparing Envestnet's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Envestnet's direct or indirect competition across all of the common fundamentals between Envestnet and the related equities. This way, we can detect undervalued stocks with similar characteristics as Envestnet or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Envestnet's fundamental indicators could also be used in its relative valuation, which is a method of valuing Envestnet by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Envestnet to competition |
| Fundamentals | Envestnet | Peer Average |
| Return On Equity | -0.37 | -0.31 |
| Return On Asset | 0.0138 | -0.14 |
| Profit Margin | (0.19) % | (1.27) % |
| Operating Margin | 0.1 % | (5.51) % |
| Current Valuation | 4.32 B | 16.62 B |
| Shares Outstanding | 55.07 M | 571.82 M |
| Shares Owned By Insiders | 1.17 % | 10.09 % |
| Shares Owned By Institutions | 98.83 % | 39.21 % |
| Number Of Shares Shorted | 4.4 M | 4.71 M |
| Price To Earning | 130.74 X | 28.72 X |
| Price To Book | 5.55 X | 9.51 X |
| Price To Sales | 2.53 X | 11.42 X |
| Revenue | 1.25 B | 9.43 B |
| Gross Profit | 310.72 M | 27.38 B |
| EBITDA | 140.89 M | 3.9 B |
| Net Income | (238.72 M) | 570.98 M |
| Cash And Equivalents | 162.17 M | 2.7 B |
| Cash Per Share | 6.13 X | 5.01 X |
| Total Debt | 990.35 M | 5.32 B |
| Debt To Equity | 1.04 % | 48.70 % |
| Current Ratio | 0.77 X | 2.16 X |
| Book Value Per Share | 10.37 X | 1.93 K |
| Cash Flow From Operations | 154.87 M | 971.22 M |
| Short Ratio | 9.91 X | 4.00 X |
| Earnings Per Share | (4.38) X | 3.12 X |
| Price To Earnings To Growth | 1.21 X | 4.89 X |
| Target Price | 64.67 | |
| Number Of Employees | 3.07 K | 18.84 K |
| Beta | 1.31 | -0.15 |
| Market Capitalization | 3.45 B | 19.03 B |
| Total Asset | 1.88 B | 29.47 B |
| Retained Earnings | (357.65 M) | 9.33 B |
| Working Capital | (28.73 M) | 1.48 B |
Note: Acquisition by Wolfe Lauren Taylor of 21761 shares of Envestnet at 52.62 subject to Rule 16b-3 [view details]
Envestnet Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Envestnet . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About Envestnet Buy or Sell Advice
When is the right time to buy or sell Envestnet? Buying financial instruments such as Envestnet Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.| 2021 | 2022 | 2023 | 2024 (projected) | Other Current Liabilities | 743K | 216.5M | 241.4M | 253.5M | Total Assets | 2.2B | 2.1B | 1.9B | 1.1B |
Use Investing Ideas to Build Portfolios
In addition to having Envestnet in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Data Storage Thematic Idea Now
Data Storage
Companies making data storages or providing data storage services. The Data Storage theme has 47 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Data Storage Theme or any other thematic opportunities.
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Check out Envestnet Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. For more information on how to buy Envestnet Stock please use our How to Invest in Envestnet guide.You can also try the Piotroski F Score module to get Piotroski F Score based on the binary analysis strategy of nine different fundamentals.
Complementary Tools for Envestnet Stock analysis
When running Envestnet's price analysis, check to measure Envestnet's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Envestnet is operating at the current time. Most of Envestnet's value examination focuses on studying past and present price action to predict the probability of Envestnet's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Envestnet's price. Additionally, you may evaluate how the addition of Envestnet to your portfolios can decrease your overall portfolio volatility.
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| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals |
Is Envestnet's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Envestnet. If investors know Envestnet will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Envestnet listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 6 | Earnings Share (4.38) | Revenue Per Share 22.873 | Quarterly Revenue Growth 0.085 | Return On Assets 0.0138 |
The market value of Envestnet is measured differently than its book value, which is the value of Envestnet that is recorded on the company's balance sheet. Investors also form their own opinion of Envestnet's value that differs from its market value or its book value, called intrinsic value, which is Envestnet's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Envestnet's market value can be influenced by many factors that don't directly affect Envestnet's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Envestnet's value and its price as these two are different measures arrived at by different means. Investors typically determine if Envestnet is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Envestnet's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.