Envestnet Inc
NYSE:ENV

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Envestnet Inc Logo
Envestnet Inc
NYSE:ENV
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Price: 63.09 USD Market Closed
Market Cap: 3.5B USD
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Intrinsic Value

The intrinsic value of one ENV stock under the Base Case scenario is 89.54 USD. Compared to the current market price of 63.09 USD, Envestnet Inc is Undervalued by 30%.

The Intrinsic Value is calculated as the average of DCF and Relative values:

ENV Intrinsic Value
89.54 USD
Undervaluation 30%
Intrinsic Value
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Envestnet Inc

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Backtest Conclusion
Very Attractive
Current Valuation
+45%
Avg Valuation
-12%
Worst Valuation
-49%
Best Valuation
+45%

Stock is trading at its lowest valuation over the past 5 years.

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Fundamental Analysis

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Financials
Annual
Quarterly
TTM
Annual
Quarterly
TTM

Balance Sheet Decomposition
Envestnet Inc

Current Assets 363m
Cash & Short-Term Investments 193.4m
Receivables 129.5m
Other Current Assets 40.2m
Non-Current Assets 1.5B
Long-Term Investments 93.4m
PP&E 105.2m
Intangibles 1.2B
Other Non-Current Assets 67.4m
Current Liabilities 617.9m
Accounts Payable 34.1m
Accrued Liabilities 239.1m
Other Current Liabilities 344.6m
Non-Current Liabilities 684.2m
Long-Term Debt 564.4m
Other Non-Current Liabilities 119.8m
Efficiency

Earnings Waterfall
Envestnet Inc

Revenue
1.3B USD
Cost of Revenue
-528.5m USD
Gross Profit
808.3m USD
Operating Expenses
-721.4m USD
Operating Income
86.9m USD
Other Expenses
-348.4m USD
Net Income
-261.5m USD

Free Cash Flow Analysis
Envestnet Inc

Last Value
3-Years Average
FCF Margin
Conversion Rate
Earnings Calls

Envestnet saw a solid Q2, with revenue rising 11% to $348 million and adjusted EBITDA reaching $78 million, expanding margins by 450 basis points. Despite some noncash charges, adjusted EPS increased 20% to $0.55. The company experienced an 18% increase in Wealth Solutions’ asset-based revenue, totaling $219 million. Data & Analytics revenue slightly declined by 1%. Free cash flow grew significantly, reaching $67 million, boosting cash reserves to $122 million. Envestnet's impending acquisition by Bain Capital is expected to close in Q4, promising continued strategic growth.

What is Earnings Call?
Fundamental Scores

ENV Profitability Score
Profitability Due Diligence

Envestnet Inc's profitability score is 40/100. The higher the profitability score, the more profitable the company is.

Positive Gross Profit
Positive Revenue Growth Forecast
Positive Free Cash Flow
Positive 3-Years Revenue Growth
40/100
Profitability
Score

Envestnet Inc's profitability score is 40/100. The higher the profitability score, the more profitable the company is.

ENV Solvency Score
Solvency Due Diligence

Envestnet Inc's solvency score is 35/100. The higher the solvency score, the more solvent the company is.

Long-Term Solvency
Average D/E
Positive Net Debt
Average Altman Z-Score
35/100
Solvency
Score

Envestnet Inc's solvency score is 35/100. The higher the solvency score, the more solvent the company is.

Wall St
Price Targets

ENV Price Targets Summary
Envestnet Inc

Wall Street analysts forecast ENV stock price to rise over the next 12 months.

According to Wall Street analysts, the average 1-year price target for ENV is 65.92 USD with a low forecast of 63.63 USD and a high forecast of 72.67 USD.

Lowest
Price Target
63.63 USD
1% Upside
Average
Price Target
65.92 USD
4% Upside
Highest
Price Target
72.67 USD
15% Upside
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Dividends

Dividend Yield
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Average
Highest
Dividend Per Share
N/A
Growth 3Y
Growth 5Y
Growth 10Y
Dividend Safety Score
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0
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100
Shareholder Yield

Current shareholder yield for ENV is .

Shareholder yield represents the total return a company provides to its shareholders, calculated as the sum of dividend yield, buyback yield, and debt paydown yield. What is shareholder yield?

Shareholder Yield
Dividend Yield
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Buyback Yield
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Debt Paydown Yield
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Ownership

ENV Insider Trading
Buy and sell transactions by insiders

Cumulative Transactions Amount
Period Sold Bought Net
3 Months
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9 Months
12 Months
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Profile

Envestnet Inc Logo
Envestnet Inc

Country

United States of America

Industry

Technology

Market Cap

3.5B USD

Dividend Yield

0%

Description

Envestnet, Inc. engages in the provision of intelligent systems for wealth management and financial wellness. The company is headquartered in Berwyn, Pennsylvania and currently employs 4,375 full-time employees. The company went IPO on 2010-07-29. The firm operates through two segments: Envestnet Wealth Solutions and Envestnet Data & Analytics. The Envestnet Wealth Solutions segment provides unified wealth management software and services. This segment offers a range of services to advisors, which includes financial planning, risk assessment tools, investment strategies and solutions, portfolio construction, proposal generation and paperwork preparation, model management and account rebalancing, account monitoring and customized fee billing. The Envestnet Data & Analytics segment offers data aggregation and data intelligence platform. As an artificial intelligence (AI) and data specialist, it gathers, refines and aggregates a set of end user permissioned transaction level data and combines them with financial applications, reports, market research analysis and application programming interfaces for its customers.

Contact

PENNSYLVANIA
Berwyn
1000 Chesterbrook Boulevard, Suite 250
+13128272800.0
www.envestnet.com

IPO

2010-07-29

Employees

4 375

Officers

Interim CEO & Chairman
Mr. James Lawrence Fox
Co-Founder & Strategic Advisor
Mr. William C. Crager
Chief Financial Officer
Mr. Joshua B. Warren
Chief Legal Officer, General Counsel & Corporate Secretary
Ms. Shelly S O'Brien J.D.
Co-Chief Investment Officer & Group President of Envestnet Solutions
Ms. Dana Marie D'Auria C.F.A.
Director of Investor Relations
Grace Wagner
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Chief Human Resources Officer
Ms. Sharon Rosenthal
Senior Vice President of Financial Reporting
Mr. Matthew J. Majoros
Chief Relationship Officer & Group Head of Wealth Solutions Distribution
Mr. Andrew Stavaridis
Group President of Wealth Management Platform
Ms. Molly Weiss
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See Also

Discover More
What is the Intrinsic Value of one ENV stock?

The intrinsic value of one ENV stock under the Base Case scenario is 89.54 USD.

Is ENV stock undervalued or overvalued?

Compared to the current market price of 63.09 USD, Envestnet Inc is Undervalued by 30%.

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