Stock Scorecard
Stock Summary for Envestnet Inc (ENV) - $63.09 as of 11/20/2024 4:00:54 PM EST
Total Score
3 out of 30
Currently on the following lists
None
Tim's Recommendation
Avoid
Growth List Algorithm Criteria for ENV
| Positive earnings growth | |
| P/E ratio less than Industry P/E Ratio | |
| P/E ratio less than Sector P/E Ratio | |
| P/E ratio that is half the growth rate (or less) | |
| Positive net cash position the past year and most recent quarter | |
| Equity to debt ratio greater than 0.75 for past year and most recent quarter | |
| Positive net income past year and 12 trailing months | |
| Free cash flow ratio greater than 0 and less than 10 |
Small Cap List Algorithm Criteria for ENV
| Revenue growing by at least 20% average per year over the last 5 years | |
| Market Capitalization under 2 billion | |
| Price to Sales (P/S) ratio 12 trailing months less than Industry P/S ratio twelve trailing months | |
| Price to Sales (P/S) ratio 12 trailing months less than Sector P/S ratio twelve trailing months | |
| Net Income past year > Net Income prior year OR Net Income 12 trailing months > Net Income prior year OR Net Income 12 trailing months > Net Income past year |
Dividend List Algorithm Criteria for ENV
| Declared an ex-dividend date | |
| Forward annual dividend rate greater than 2 | |
| Positive net cash position the past year and most recent quarter | |
| Equity to debt ratio greater than 0.75 for past year and most recent quarter | |
| Current ratio most recent quarter greater than 2 | |
| Cash Flow per Share greater than Trailing Dividend Rate |
Bonus Criteria for ENV
| P/E ratio less than five-year Average P/E ratio | |
| Last Price to 52 Week Low Ratio Less Than 1 | |
| Total Cash Per Share > Last Day Price | |
| P/S Ratio < 1 | |
| P/B Ratio < 1 |
Safety Rating Criteria for ENV (35 out of 90)
| Stock Price Rating (Max of 10) | 9 |
| Historical Stock Price Rating (Max of 10) | 9 |
| Stock Price Trend (Max of 10) | 2 |
| Book Value (Max of 10) | 4 |
| Book Value to Price (Max of 10) | 0 |
| Analyst Buy Ratings (Max of 5) | 0 |
| Analyst Strong Buy Ratings (Max of 5) | 0 |
| Dividend Yield Percentage (Max of 10) | 0 |
| Operating Margin (Max of 10) | 2 |
| Trading Volume (Max of 10) | 9 |
| Price to Earnings (Max of 10) | 0 |
Latest News for for ENV
Financial Details for ENV
Company Overview |
|
|---|---|
| Ticker | ENV |
| Company Name | Envestnet Inc |
| Country | USA |
| Description | Envestnet, Inc., provides wealth management software and services in the United States and internationally. The company is headquartered in Chicago, Illinois. |
| Sector Name | TRADE & SERVICES |
| Industry Name | SERVICES-BUSINESS SERVICES, NEC |
| Most Recent Quarter | 9/30/2024 |
| Next Earnings Date | N/A |
Stock Price History |
|
| Last Day Price | 63.09 |
| Price 4 Years Ago | 82.29 |
| Last Day Price Updated | 11/20/2024 4:00:54 PM EST |
| Last Day Volume | 1,663,944 |
| Average Daily Volume | 548,645 |
| 52-Week High | 73.04 |
| 52-Week Low | 36.43 |
| Last Price to 52 Week Low | 73.18% |
Valuation Measures |
|
| Trailing PE | N/A |
| Industry PE | 49.14 |
| Sector PE | 41.04 |
| 5-Year Average PE | 31.01 |
| Free Cash Flow Ratio | 18.08 |
| Industry Free Cash Flow Ratio | 101.30 |
| Sector Free Cash Flow Ratio | 94.88 |
| Current Ratio Most Recent Quarter | 0.59 |
| Total Cash Per Share | 3.49 |
| Book Value Per Share Most Recent Quarter | 9.52 |
| Price to Book Ratio | 6.63 |
| Industry Price to Book Ratio | 8.04 |
| Sector Price to Book Ratio | 9.15 |
| Price to Sales Ratio Twelve Trailing Months | 2.61 |
| Industry Price to Sales Ratio Twelve Trailing Months | 3.90 |
| Sector Price to Sales Ratio Twelve Trailing Months | 2.18 |
| Analyst Buy Ratings | 0 |
| Analyst Strong Buy Ratings | 0 |
Share Statistics |
|
| Total Shares Outstanding | 55,346,000 |
| Market Capitalization | 3,491,779,140 |
| Institutional Ownership | N/A |
Dividends |
|
| Ex-Dividend Date | 9/16/2011 |
| Last Dividend Amount | 0.00 |
| Current Dividend Amount | 3.12 |
| Total Years Dividend Increasing | 1 |
| Trailing Annual Dividend Rate | 0.00 |
| Trailing Annual Dividend Yield | 0.00% |
| Forward Annual Dividend Rate | 0.00 |
| Forward Annual Dividend Yield | 0.00% |
| 5-Year Dividend Payments Count | 0 |
| 3-Year Average Dividend Yield | 0.00% |
| 5-Year Average Dividend Yield | 0.00% |
| 1-Year Dividend Growth Rate Percentage | 0.00% |
| 3-Year Dividend Growth Rate Percentage | 0.00% |
| 5-Year Dividend Growth Rate Percentage | 0.00% |
| All-Time Dividend Growth Rate Percentage | 0.00% |
| Dividend Payout Ratio | 0.00% |
Income Statement |
|
| Quarterly Earnings Growth YOY | 600.00% |
| Annual Earnings Growth | -194.94% |
| Reported EPS 12 Trailing Months | -4.78 |
| Reported EPS Past Year | 1.85 |
| Reported EPS Prior Year | 2.13 |
| Net Income Twelve Trailing Months | -261,520,000 |
| Net Income Past Year | -238,724,000 |
| Net Income Prior Year | -80,939,000 |
| Quarterly Revenue Growth YOY | 9.20% |
| 5-Year Revenue Growth | 8.49% |
| Operating Margin Twelve Trailing Months | 0.07 |
Balance Sheet |
|
| Total Cash Most Recent Quarter | 193,356,000 |
| Total Cash Past Year | 91,378,000 |
| Total Cash Prior Year | 162,173,000 |
| Net Cash Position Most Recent Quarter | -686,969,000 |
| Net Cash Position Past Year | -785,234,000 |
| Long Term Debt Past Year | 876,612,000 |
| Long Term Debt Prior Year | 871,769,000 |
| Total Debt Most Recent Quarter | 880,325,000 |
| Equity to Debt Ratio Past Year | 0.39 |
| Equity to Debt Ratio Most Recent Quarter | 0.37 |
| Total Stockholder Equity Past Year | 568,191,000 |
| Total Stockholder Equity Prior Year | 754,567,000 |
| Total Stockholder Equity Most Recent Quarter | 526,613,000 |
Free Cash Flow |
|
| Free Cash Flow Twelve Trailing Months | 182,543,000 |
| Free Cash Flow Per Share Twelve Trailing Months | 3.30 |
| Free Cash Flow Past Year | 41,566,000 |
| Free Cash Flow Prior Year | -6,970,000 |
Options |
|
| Put/Call Ratio | 0.00 |
| Has Options | Options Chain |
| Liquidity Rating | |
Technical Analysis |
|
| Yahoo Finance Chart | Yahoo Finance Chart |
| MACD | 0.09 |
| MACD Signal | 0.08 |
| 20-Day Bollinger Lower Band | 61.66 |
| 20-Day Bollinger Middle Band | 62.54 |
| 20-Day Bollinger Upper Band | 63.43 |
| Beta | 1.25 |
| RSI | 65.54 |
| 50-Day SMA | 59.03 |
| 150-Day SMA | 58.43 |
| 200-Day SMA | 63.09 |
System |
|
| Modified | 11/21/2024 12:04:42 AM EST |