Envestnet Stock Performance
| ENV Stock | USD 63.09 0.01 0.02% |
Envestnet has a performance score of 4 on a scale of 0 to 100. The firm shows a Beta (market volatility) of -0.0272, which means not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Envestnet are expected to decrease at a much lower rate. During the bear market, Envestnet is likely to outperform the market. Envestnet right now shows a risk of 0.12%. Please confirm Envestnet potential upside, as well as the relationship between the kurtosis and day typical price , to decide if Envestnet will be following its price patterns.
Risk-Adjusted Performance
4 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Envestnet are ranked lower than 4 (%) of all global equities and portfolios over the last 90 days. In spite of fairly stable basic indicators, Envestnet is not utilizing all of its potentials. The newest stock price fuss, may contribute to near-short-term losses for the sophisticated investors. ...more
Actual Historical Performance (%)
One Day Return 0.0872 | Five Day Return 0.26 | Year To Date Return 27.28 | Ten Year Return 21.97 | All Time Return 517.25 |
Ex Dividend Date 2011-09-16 |
1 | Disposition of 108 shares by Matthew Majoros of Envestnet at 62.81 subject to Rule 16b-3 | 08/28/2024 |
2 | Envestnet Asset Management Inc. Increases Stock Holdings in Jefferies Financial Group Inc. - MarketBeat | 10/01/2024 |
3 | Disposition of 1210 shares by William Crager of Envestnet at 54.22 subject to Rule 16b-3 | 10/18/2024 |
4 | Visa Q4 Earnings and Revenues Top Estimates | 10/29/2024 |
5 | Pontera now offers access to Envestnets BillFin solution to streamline 401 account billing for financial advisors | 11/04/2024 |
6 | Envestnet Inc Q3 2024 Earnings Report Preview What To Expect | 11/06/2024 |
7 | Envestnet Q3 Earnings Top Estimates | 11/07/2024 |
8 | Heres What Key Metrics Tell Us About Envestnet Q3 Earnings | 11/08/2024 |
9 | Investment Analysts New Coverage for November 12th | 11/12/2024 |
10 | Closing the Gender Pay Gap Does AI Hold the Key to a Fairer Future | 11/13/2024 |
11 | StockNews.com Initiates Coverage on Envestnet | 11/14/2024 |
12 | Is Envestnet Stock Outpacing Its Business Services Peers This Year | 11/18/2024 |
| Begin Period Cash Flow | 162.2 M |
Envestnet |
Envestnet Relative Risk vs. Return Landscape
If you would invest 6,281 in Envestnet on August 24, 2024 and sell it today you would earn a total of 28.00 from holding Envestnet or generate 0.45% return on investment over 90 days. Envestnet is generating 0.0071% of daily returns assuming volatility of 0.1169% on return distribution over 90 days investment horizon. In other words, 1% of stocks are less volatile than Envestnet, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Envestnet Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Envestnet's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Envestnet, and traders can use it to determine the average amount a Envestnet's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0609
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | ENV |
Estimated Market Risk
| 0.12 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.06 actual daily | 4 96% of assets perform better |
Based on monthly moving average Envestnet is performing at about 4% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Envestnet by adding it to a well-diversified portfolio.
Envestnet Fundamentals Growth
Envestnet Stock prices reflect investors' perceptions of the future prospects and financial health of Envestnet, and Envestnet fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Envestnet Stock performance.
| Return On Equity | -0.41 | ||||
| Return On Asset | 0.0263 | ||||
| Profit Margin | (0.20) % | ||||
| Operating Margin | 0.07 % | ||||
| Current Valuation | 4.28 B | ||||
| Shares Outstanding | 55.35 M | ||||
| Price To Earning | 130.74 X | ||||
| Price To Book | 6.63 X | ||||
| Price To Sales | 2.61 X | ||||
| Revenue | 1.25 B | ||||
| Gross Profit | 310.72 M | ||||
| EBITDA | (77.56 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 | 9.52 X | ||||
| Cash Flow From Operations | 154.87 M | ||||
| Earnings Per Share | (4.78) X | ||||
| Market Capitalization | 3.49 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 | ||||
About Envestnet Performance
Evaluating Envestnet's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Envestnet has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Envestnet has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | (11.62) | (11.04) | |
| Return On Tangible Assets | (0.47) | (0.45) | |
| Return On Capital Employed | (0.13) | (0.12) | |
| Return On Assets | (0.13) | (0.12) | |
| Return On Equity | (0.42) | (0.40) |
Things to note about Envestnet performance evaluation
Checking the ongoing alerts about Envestnet for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Envestnet help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Envestnet has 990.35 M in debt with debt to equity (D/E) ratio of 1.04, which is OK given its current industry classification. Envestnet has a current ratio of 0.75, suggesting that it has not enough short term capital to pay financial commitments when the payables are due. Note however, debt could still be an excellent tool for Envestnet to invest in growth at high rates of return. | |
| The entity reported the last year's revenue of 1.25 B. Reported Net Loss for the year was (238.72 M) with profit before taxes, overhead, and interest of 310.72 M. | |
| Over 97.0% of Envestnet shares are held by institutions such as insurance companies | |
| Latest headline from finance.yahoo.com: Is Envestnet Stock Outpacing Its Business Services Peers This Year |
- Analyzing Envestnet's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Envestnet's stock is overvalued or undervalued compared to its peers.
- Examining Envestnet's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Envestnet's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Envestnet's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Envestnet's stock. These opinions can provide insight into Envestnet's potential for growth and whether the stock is currently undervalued or overvalued.
Additional 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.