Envestnet Stock Performance
| ENV Stock | USD 61.71 1.62 2.56% |
On a scale of 0 to 100, Envestnet holds a performance score of 10. The firm shows a Beta (market volatility) of 1.64, which means a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Envestnet will likely underperform. Please check Envestnet's potential upside, as well as the relationship between the kurtosis and day typical price , to make a quick decision on whether Envestnet's price patterns will revert.
Risk-Adjusted Performance
10 of 100
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Compared to the overall equity markets, risk-adjusted returns on investments in Envestnet are ranked lower than 10 (%) of all global equities and portfolios over the last 90 days. In spite of fairly inconsistent basic indicators, Envestnet showed solid returns over the last few months and may actually be approaching a breakup point. ...more
Actual Historical Performance (%)
One Day Return 1.39 | Five Day Return 0.16 | Year To Date Return 26.12 | Ten Year Return 72.61 | All Time Return 511.63 |
Ex Dividend Date 2011-09-16 |
1 | Head to Head Survey Envestnet versus Worldline | 02/13/2024 |
2 | Top 10 at 11 Enova inks rare earth Brazil deal, Credit Clear upgrades FY24 guidance | 02/26/2024 |
3 | ANNOUNCING ENVESTNET ELEVATE 2024 - THE WEALTH INDUSTRYS PREMIER EVENT SHOWCASING ENVESTNETS INDUSTRY-LEADING, CONNECTED ECOSYSTEM POWERING GROWTH FOR 108,000 A... | 03/04/2024 |
4 | Acquisition by Wolfe Lauren Taylor of 9401 shares of Envestnet at 51.19 subject to Rule 16b-3 | 03/06/2024 |
5 | Acquisition by Wolfe Lauren Taylor of 21761 shares of Envestnet at 52.62 subject to Rule 16b-3 | 03/07/2024 |
6 | IFG Expands Partnership with Envestnet to Offer its Advisors Full Access to Industrys Most Connected and Scaled Wealth Management Platform | 03/13/2024 |
7 | Acquisition by Wolfe Lauren Taylor of 1670 shares of Envestnet at 52.99 subject to Rule 16b-3 | 03/15/2024 |
8 | Deutsche Bank AG Trims Stock Holdings in Envestnet, Inc. - Defense World | 03/22/2024 |
9 | Envestnet Inc CEO William Crager to Step Down After 2024 Meeting - TipRanks.com - TipRanks | 03/28/2024 |
10 | Lincoln Financial Group Introduces Side-by-Side Pooled Employer Retirement Solutions for Businesses and Not-for-Profit Organizations | 04/03/2024 |
11 | Envestnet Delivers Next-Level Billing Solutions to Intech Through Leading Wealth Management Platform | 04/11/2024 |
12 | Will Envestnet Beat Estimates Again in Its Next Earnings Report | 04/16/2024 |
13 | Envestnet shares rise on potential sale talks analyst maintains stock price target | 04/17/2024 |
14 | Will a Weak CMT Unit Hamper Western Unions Q1 Earnings | 04/19/2024 |
| Begin Period Cash Flow | 162.2 M |
Envestnet |
Envestnet Relative Risk vs. Return Landscape
If you would invest 5,095 in Envestnet on January 24, 2024 and sell it today you would earn a total of 1,076 from holding Envestnet or generate 21.12% return on investment over 90 days. Envestnet is generating 0.338% of daily returns assuming volatility of 2.4272% on return distribution over 90 days investment horizon. In other words, 21% of stocks are less volatile than Envestnet, and above 94% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Envestnet Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Envestnet's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Envestnet, and traders can use it to determine the average amount a Envestnet's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1393
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| Small Returns | ENV | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 2.43 actual daily | 21 79% of assets are more volatile |
Expected Return
| 0.34 actual daily | 6 94% of assets have higher returns |
Risk-Adjusted Return
| 0.14 actual daily | 10 90% of assets perform better |
Based on monthly moving average Envestnet is performing at about 10% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Envestnet by adding it to a well-diversified portfolio.
Envestnet Fundamentals Growth
Envestnet Stock prices reflect investors' perceptions of the future prospects and financial health of Envestnet, and Envestnet fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Envestnet Stock performance.
| Return On Equity | -0.37 | ||||
| Return On Asset | 0.0138 | ||||
| Profit Margin | (0.19) % | ||||
| Operating Margin | 0.1 % | ||||
| Current Valuation | 4.38 B | ||||
| Shares Outstanding | 55.07 M | ||||
| Price To Earning | 130.74 X | ||||
| Price To Book | 5.55 X | ||||
| Price To Sales | 2.53 X | ||||
| Revenue | 1.25 B | ||||
| Gross Profit | 310.72 M | ||||
| EBITDA | 140.89 M | ||||
| Net Income | (238.72 M) | ||||
| Cash And Equivalents | 162.17 M | ||||
| Cash Per Share | 6.13 X | ||||
| Total Debt | 990.35 M | ||||
| Debt To Equity | 1.04 % | ||||
| Current Ratio | 0.77 X | ||||
| Book Value Per Share | 10.37 X | ||||
| Cash Flow From Operations | 154.87 M | ||||
| Earnings Per Share | (4.38) X | ||||
| Market Capitalization | 3.4 B | ||||
| Total Asset | 1.88 B | ||||
| Retained Earnings | (357.65 M) | ||||
| Working Capital | (28.73 M) | ||||
| Current Asset | 111.71 M | ||||
| Current Liabilities | 117.52 M | ||||
About Envestnet Performance
To evaluate Envestnet Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Envestnet generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Envestnet Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Envestnet market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Envestnet's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 0.00000086 | 0.000001 | |
| Return On Tangible Assets | (0.47) | (0.45) | |
| Return On Capital Employed | 0.01 | 0.01 | |
| Return On Assets | (0.13) | (0.12) | |
| Return On Equity | (0.42) | (0.40) |
Things to note about Envestnet performance evaluation
Checking the ongoing alerts about Envestnet for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Envestnet help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| 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 zacks.com: Will a Weak CMT Unit Hamper Western Unions Q1 Earnings |
- Analyzing Envestnet's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Envestnet's stock is overvalued or undervalued compared to its peers.
- Examining Envestnet's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Envestnet's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Envestnet's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Envestnet's stock. These opinions can provide insight into Envestnet's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Envestnet. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in board of governors. For more information on how to buy Envestnet Stock please use our How to Invest in Envestnet guide.You can also try the Global Correlations module to find global opportunities by holding instruments from different markets.
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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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.