Envestnet Stock Today
| ENV Stock | USD 62.29 0.28 0.45% |
Performance10 of 100
| Odds Of DistressLess than 23
|
Envestnet is selling for under 62.29 as of the 24th of April 2024; that is -0.45 percent decrease since the beginning of the trading day. The stock's lowest day price was 61.21. Envestnet has about a 23 % chance of experiencing some form of financial distress in the next two years of operation and had a somewhat ok performance during the last 90 days. Equity ratings for Envestnet are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 26th of November 2023 and ending today, the 24th of April 2024. Click here to learn more.
Business Domain Software & Services | IPO Date 29th of July 2010 | Category Technology | Classification Information Technology |
Envestnet, Inc., together with its subsidiaries, provides wealth management software and services in the United States and internationally. Envestnet, Inc. was founded in 1999 and is headquartered in Berwyn, Pennsylvania. Envestnet operates under SoftwareApplication classification in the United States and is traded on New York Stock Exchange. The company has 55.07 M outstanding shares of which 4.4 M shares are currently shorted by investors with about 9.91 days to cover. More on Envestnet
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Envestnet Stock Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Envestnet's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Envestnet or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| CEO | William Crager | ||||
| Old Names | [ENVESTRA, ENAV SpA] | ||||
| Business Concentration | Application Software, Software - Application, Information Technology, NYSE Composite, SP Small-Cap 600, Information Technology, Software, Software—Application, Technology (View all Sectors) | ||||
| Average Analyst Recommendation Analysts covering Envestnet report their recommendations after researching Envestnet's financial statements, talking to executives and customers, or listening in on Envestnet's conference calls. The current trade recommendation is based on an ongoing consensus estimate among financial analysts covering Envestnet. The Envestnet consensus assessment is calculated by taking the average forecast from all of the analysts covering Envestnet. | |||||
Envestnet's financial strength is of vital concern to both outside investors and internal stakeholders. Efficiency and cost control are keys to Envestnet's success, along with its ability to generate sufficient cash flow to pay bills, repay debt, and make a consistent year-to-year profit. | |||||
Financial leverage usually refers to the use of borrowed funds to amplify returns from an investment. In general, analyzing the relationship between debt to total assets helps investors to understand Envestnet's financial leverage. It provides some insight into what part of Envestnet's total assets is financed by creditors.
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Envestnet (ENV) is traded on New York Stock Exchange in USA. It is located in 1000 Chesterbrook Boulevard, Berwyn, PA, United States, 19312 and employs 3,069 people. Envestnet is listed under Application Software category by Fama And French industry classification. The company currently falls under 'Mid-Cap' category with a total capitalization of 3.45 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Envestnet's market, we take the total number of its shares issued and multiply it by Envestnet's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities. Envestnet runs under Software sector within Information Technology industry. The entity has 55.07 M outstanding shares of which 4.4 M shares are currently shorted by investors with about 9.91 days to cover.
Envestnet has about 162.17 M in cash with 154.87 M of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 6.13.
Check Envestnet Probability Of Bankruptcy
Ownership AllocationEnvestnet retains a total of 55.07 Million outstanding shares. The majority of Envestnet outstanding shares are owned by other corporate entities. These outside corporations are usually referred to as non-private investors looking to obtain positions in Envestnet to benefit from reduced commissions. Consequently, institutional investors are subject to a different set of regulations than regular investors in Envestnet. Please pay attention to any change in the institutional holdings of Envestnet as this could imply that something significant has changed or is about to change at the company. Remember, it does not matter who owns the company or if the company is currently losing money. If the true value of the company is more than the market pays for it currently, you can still have a good investment opportunity.
Check Envestnet Ownership Details
Envestnet Stock Price Odds Analysis
Depending on a normal probability distribution, the odds of Envestnet jumping above the current price in 90 days from now is about 1.74%. The Envestnet probability density function shows the probability of Envestnet stock to fall within a particular range of prices over 90 days. Considering the 90-day investment horizon the stock has a beta coefficient of 1.5675 suggesting as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Envestnet will likely underperform. Additionally, envestnet has an alpha of 0.2016, implying that it can generate a 0.2 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Envestnet to move above the current price in 90 days from now is about 1.74 (This Envestnet probability density function shows the probability of Envestnet Stock to fall within a particular range of prices over 90 days) .
Envestnet Stock 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.| Instituion | Recorded On | 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 Historical Income Statement
Envestnet Income Statement is one of the three primary financial statements used for reporting Envestnet's overall financial performance over a current year or for a given accounting period. An Income Statement sometimes referred to as the statement of Envestnet revenue and expense. Envestnet Income Statement primarily focuses on the company's revenues and expenses during a particular period.
At this time, Envestnet's Total Operating Expenses is fairly stable compared to the past year. Income Tax Expense is likely to climb to about 13.4 M in 2024, despite the fact that Income Before Tax is likely to grow to (221.3 M). View More FundamentalsEnvestnet Stock Against Markets
Picking the right benchmark for Envestnet stock is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Envestnet stock price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Envestnet is critical whether you are bullish or bearish towards Envestnet at a given time. Please also check how Envestnet's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Envestnet without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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Envestnet Corporate Directors
Envestnet corporate directors refer to members of an Envestnet board of directors. The board of directors generally takes responsibility for the Envestnet's affairs and long-term direction of the entity. A corporate director does not make decisions for the corporation on his own. As a member of the board of directors, she or he must function as a part of a group that makes decisions on behalf of the business only by the board of directors' meetings. To pass a resolution, a majority of Envestnet's board members must vote for the resolution. The Envestnet board of directors' duties also include the election, removal, and supervision of officers, including the adoption, amendment, and repeal of bylaws.| Grace Wagner | Director Relations | Profile | |
| Valerie Mosley | Independent Director | Profile | |
| Yves Sisteron | Lead Independent Director | Profile | |
| Cynthia Egan | Independent Director | Profile |
How to buy Envestnet Stock?
Before investing in Envestnet, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Envestnet. To buy Envestnet stock, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Envestnet. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Envestnet stock. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Envestnet stock in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Envestnet stock, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the stock
It's important to note that investing in stocks, such as Envestnet, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in stock prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy Envestnet Stock please use our How to Invest in Envestnet guide.
Already Invested in Envestnet?
The danger of trading Envestnet is mainly related to its market volatility and Company specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Envestnet is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Envestnet. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Envestnet is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether Envestnet is a strong investment it is important to analyze Envestnet's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Envestnet's future performance. For an informed investment choice regarding Envestnet Stock, refer to the following important reports: 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 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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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.