Envestnet Stock Filter Stocks by Fundamentals
| ENV Stock | USD 62.29 0.28 0.45% |
Envestnet fundamentals help investors to digest information that contributes to Envestnet's financial success or failures. It also enables traders to predict the movement of Envestnet Stock. The fundamental analysis module provides a way to measure Envestnet's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Envestnet stock.
Envestnet | Shares Owned by Institutions |
Envestnet Current Valuation Drivers
We derive many important indicators used in calculating different scores of Envestnet from analyzing Envestnet's financial statements. These drivers represent accounts that assess Envestnet's ability to generate profits relative to its revenue, operating costs, and shareholders' equity. Below are some of Envestnet's important valuation drivers and their relationship over time.
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Market Cap | 3.5B | 4.4B | 4.3B | 3.4B | 2.7B | 1.4B | |
| Enterprise Value | 4.1B | 4.9B | 4.9B | 4.3B | 3.6B | 3.8B |
Envestnet Institutional Holders
Institutional Holdings refers to the ownership stake in Envestnet that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of Envestnet's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Envestnet's value.| 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 Fundamentals
| Return On Equity | -0.37 | ||||
| Return On Asset | 0.0138 | ||||
| Profit Margin | (0.19) % | ||||
| Operating Margin | 0.1 % | ||||
| Current Valuation | 4.29 B | ||||
| Shares Outstanding | 55.07 M | ||||
| Shares Owned By Insiders | 1.17 % | ||||
| Shares Owned By Institutions | 98.83 % | ||||
| Number Of Shares Shorted | 4.4 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 | ||||
| Short Ratio | 9.91 X | ||||
| Earnings Per Share | (4.38) X | ||||
| Price To Earnings To Growth | 1.21 X | ||||
| Target Price | 64.67 | ||||
| Number Of Employees | 3.07 K | ||||
| Beta | 1.31 | ||||
| Market Capitalization | 3.45 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 | ||||
| Net Asset | 1.88 B |
About Envestnet Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Envestnet's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Envestnet using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Envestnet based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Envestnet Investors Sentiment
The influence of Envestnet's investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in Envestnet. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock market does not have solid backing from leading economists and market statisticians.
Investor biases related to Envestnet's public news can be used to forecast risks associated with an investment in Envestnet. The trend in average sentiment can be used to explain how an investor holding Envestnet can time the market purely based on public headlines and social activities around Envestnet. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
Envestnet's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Envestnet's and other traded tickers. The bigger the bubble, the more accurate is the estimated score. Higher bars for a given day show more participation in the average Envestnet's news discussions. The higher the estimated score, the more favorable is the investor's outlook on Envestnet.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Envestnet in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Envestnet's short interest history, or implied volatility extrapolated from Envestnet options trading.
Pair Trading with Envestnet
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Envestnet position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Envestnet will appreciate offsetting losses from the drop in the long position's value.Moving against Envestnet Stock
| 0.82 | VS | Versus Systems Financial Report 20th of May 2024 | PairCorr |
| 0.79 | U | Unity Software Financial Report 8th of May 2024 | PairCorr |
| 0.79 | QH | QuhuoLtd | PairCorr |
| 0.76 | PD | Pagerduty Financial Report 6th of June 2024 | PairCorr |
| 0.7 | DV | DoubleVerify Holdings Financial Report 8th of May 2024 | PairCorr |
The ability to find closely correlated positions to Envestnet could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Envestnet when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Envestnet - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Envestnet to buy it.
The correlation of Envestnet is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Envestnet moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Envestnet moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Envestnet can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Envestnet Piotroski F Score and Envestnet Altman Z Score analysis. For more information on how to buy Envestnet Stock please use our How to Invest in Envestnet guide.You can also try the Price Exposure Probability module to analyze equity upside and downside potential for a given time horizon across multiple 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.