Held by
0
portfolios on TandT
Bookmarked by
0
users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Sector
Software - Application
P/S (TTM)
2.6
EV / FCF (TTM)
16.4
Envestnet, Inc., through its various subsidiaries, offers a comprehensive range of wealth management software and related services to clients both within the United States and internationally. The company operates primarily across two key divisions: Envestnet Wealth Solutions and Envestnet Data & Analytics. Its core offerings include: Envestnet | Enterprise: A holistic, open-architecture platform for wealth management that integrates data aggregation, reporting functionalities, advanced analytics, and digital advisory tools. Envestnet | Tamarac: Specialized software providing capabilities for portfolio trading, rebalancing, accounting, performance reporting, and client relationship management. Envestnet | MoneyGuide: Solutions focused on goals-based financial planning, specifically designed for the financial services industry. Additionally, Envestnet furnishes: Envestnet | Retirement Solutions: A full suite of services supporting advisor-managed retirement plans. Envestnet | Portfolio Management Consultants (PMC): This division delivers research and expert consulting to empower advisors in crafting investment solutions for their clients, alongside specialized services for portfolio overlay and tax optimization. Underpinning many of these services is a robust data aggregation and intelligence platform, which utilizes cloud-based innovations to support digital financial services. Envestnet, Inc. was established in 1999 and is headquartered in Chicago, Illinois.
www.envestnet.comNo one on the platform currently holds ENV.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2024-09-30 | 194,092 | $12.2M |
No one on the platform has traded ENV yet.
No recent Form 4 filings on EDGAR — either no insider transactions reported recently or this isn't a SEC-registered issuer.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | — | — | — | |||
| Rev. Growth % | 0.5% | 8.9% | ||||
| Profit Margin % | -19.2% | -5.4% | -3.1% | |||
| Free Cash Flow Margin % | 2.0% | 5.8% | 7.5% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is -1.2% on the P/E track.
At today's price, your expected annual return is +3.3% on the P/E track.
At today's price, your expected annual return is +7.1% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $1.8B | +13.9% | $4.05 | $3.58–$4.52 | 15.6× | 2 |
| 2027 | $1.8B | +3.4% | $4.10 | $4.10–$4.10 | 15.4× | 1 |
| 2028 | $2.0B | +8.8% | $4.75 | $4.75–$4.75 | 13.3× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 7 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2024-11-07 | $0.68 | $0.70 | +2.9% |
| 2024-08-09 | $0.63 | $0.55 | -12.7% |
| 2024-05-07 | $0.54 | $0.60 | +11.1% |
| 2024-02-22 | $0.53 | $0.65 | +22.6% |
| 2023-11-08 | $0.54 | $0.56 | +3.7% |
| 2023-08-03 | $0.46 | $0.46 | +0.0% |
| 2023-05-04 | $0.44 | $0.46 | +4.5% |
| 2023-02-23 | $0.43 | $0.45 | +4.7% |
| $3.9B |
| — |
| GTMZoomInfo Technologies Inc. | $4.19 | +10.26% | $1.2B | — |
| INSTInstructure Holdings, Inc. | $23.60 | — | $3.5B | — |
Source: Financial Modeling Prep · peers by sector/industry
@BILLIONSTOBUYBACK $SHUTDOWNPROCESS = Start-Process -FilePath "$ENV:SystemRoot\System32\shutdown.exe" -ArgumentList $SHUTDOWNARGUMENTS -NoNewWindow -Wait -PassThru -RedirectStandardOutput $SHUTDOWNOUTPUTLOG -RedirectStandardError $SHUTDOWNERRORLOG
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$ENV $WULF We teach, model trades, you earn while you learn.
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WATCHLIST: FAST-GROWING FINTECH STOCKS 💳 • $SOFI • $UPST • $NU • $MQ • $ENV Follow for more stock recommendations 🔱
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$ENV / BAIN CAPITAL - Possible Completion MergerBrief.com Sign Up For Full Schedule
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S&P600 and S&P400 index changes today on market close S&P400 Addition - $FLEX Deletion - $AZTA S&P600 Addition - AZTA Deletion - $ENV (Acquired) $IJR $IJH
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$AZTA $ENV Azenta to replace Envestnet in S&P 600 at open on 11/25 Bain Capital is acquiring Envestnet in a deal expected to be completed soon, pending final closing conditions.
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How much do you think $ENV can climb? RSI: 59.07% 50-day MA: $62.6 200-day MA: $59.32
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$ENV Envestnet, Inc. Faces FinancialApps's $100 Million Trade Secret Misappropriation Claims in Delaware Jury Trial https://www.stocktitan.net/news/ENV/envestnet-inc-faces-financial-apps-s-100-million-trade-secret-ruvl0fjbrw64.html
View on StockTwits ↗$ENV / Bain Capital - Shareholder Vote $ENV MergerBrief.com Sign Up For Full Schedule
View on StockTwits ↗$ENV ENVESTNET UNVEILS NEW TECHNOLOGY FOR RIAS AT FUTURE PROOF 2024 https://www.stocktitan.net/news/ENV/envestnet-unveils-new-technology-for-rias-at-future-proof-ph56euvtxaky.html
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$ENV reported earnings of $0.55, consensus was $0.40 via @eWhispers #epsbeat http://eps.sh/d/env
View on StockTwits ↗$ENV Envestnet Reports Second Quarter 2024 Financial Results https://www.stocktitan.net/news/ENV/envestnet-reports-second-quarter-2024-financial-vojv40d7epn5.html
View on StockTwits ↗$ENV Envestnet to Announce Second Quarter 2024 Results on August 9, 2024 https://www.stocktitan.net/news/ENV/envestnet-to-announce-second-quarter-2024-results-on-august-9-klne4suhm8lo.html
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$ENV Envestnet, Inc. (ENV): Powering Wealth Management with Unparalleled Scale and Innovative Solutions http://beyondspx.com/2024/07/28/envestnet-inc-env-powering-wealth-management-with-unparalleled-scale-and-innovative-solutions/
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.