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Envestnet Inc
Buy, Hold or Sell?

Let's analyse Envestnet together

PenkeI guess you are interested in Envestnet Inc. Buy, hold or sell? I don't know! However, I do recommend doing research before doing anything. I will help you with that.

I'm going to help you getting a better view of Envestnet Inc. At the end you don't have to ask anyone for trading advice. You can make your own decision, with more confidence, the odds in your favor, backed by data.

You can find me behind Let's Analyse Together in the top-right of each section.

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Quick analysis of Envestnet (30 sec.)










What can you expect buying and holding a share of Envestnet? (30 sec.)

How much money do you get?

How much money do you get?
$0.11
When do you have the money?
1 year
How often do you get paid?
50.0%

What is your share worth?

Current worth
$10.49
Expected worth in 1 year
$7.28
How sure are you?
72.5%

+ What do you gain per year?

Total Gains per Share
$-3.10
Return On Investment
-5.4%

For what price can you sell your share?

Current Price per Share
$57.66
Expected price per share
$48.60 - $66.50
How sure are you?
50%

1. Valuation of Envestnet (5 min.)




Live pricePrice per Share (EOD)

$57.66

Intrinsic Value Per Share

$15.80 - $36.36

Total Value Per Share

$26.28 - $46.85

2. Growth of Envestnet (5 min.)




Is Envestnet growing?

Current yearPrevious yearGrowGrow %
How rich?$574.5m$898.7m-$199.7m-28.6%

How much money is Envestnet making?

Current yearPrevious yearGrowGrow %
Making money-$45.8b-$21.3m-$45.7b-100.0%
Net Profit Margin-19.1%-7.0%--

How much money comes from the company's main activities?

3. Financial Health of Envestnet (5 min.)




What can you expect buying and holding a share of Envestnet? (5 min.)

Welcome investor! Envestnet's management wants to use your money to grow the business. In return you get a share of Envestnet.

What can you expect buying and holding a share of Envestnet?

First you should know what it really means to hold a share of Envestnet. And how you can make/lose money.

Speculation

The Price per Share of Envestnet is $57.66. The market price reflects what other people think it is worth; not what it's really worth. Your job is to find out if the market price is fair, overpriced, or underpriced. I will help you with that.

If you buy blind, there is a 50% chance of making or losing money by selling the stock in the future. However, we can look at a few things to determine the odds in our favor:

  • The fundamentals: the financial health trends of Envestnet.
  • The technials: based on market psychology, we can make a calculated estimate of what the price will do in the future. We can do this through technical analysis. We can calculate the probabilities and the expected value (millionaire math). That's called speculation.
  • The book value: what is the market price compared to it's book value.

Investing

If you really want to invest in Envestnet, you will have to let go of the thought of selling in the future. If you have to sell the share for less than you bought it, it can still be a good investment. Focus on what it means to hold the stock forever:

  • You own a part of the company. The equity of this part can grow or shrink. The current Book Value per Share is $10.49. Based on the TTM, the Book Value Change Per Share is $-0.80 per quarter. Based on the YOY, the Book Value Change Per Share is $-0.96 per quarter.
  • You may receive quarterly/yearly dividend in the form of additional shares.
  • You may receive quarterly/yearly dividend in the form of cash. Based on the TTM the Dividend per Share is $0.03 per quarter.
Based on historical numbers we can estimate the returns while holding a share of Envestnet.

How much money are you going to get?

 MRQTTMYOY5Y10Y
 $% of Price per Share$% of Price per Share$% of Price per Share$% of Price per Share$% of Price per Share
Usd Eps-3,343.22-5,798.2%-836.06-1,450.0%-0.36-0.6%-167.29-290.1%-83.66-145.1%
Usd Book Value Change Per Share-3.19-5.5%-0.80-1.4%-0.96-1.7%-0.05-0.1%0.190.3%
Usd Dividend Per Share0.000.0%0.030.0%0.000.0%0.641.1%0.801.4%
Usd Total Gains Per Share-3.19-5.5%-0.77-1.3%-0.95-1.7%0.591.0%1.001.7%
Usd Price Per Share49.52-52.89-58.33-64.97-54.16-
Price to Earnings Ratio0.00-6.97--53.20-53.57-118.82-
Price-to-Total Gains Ratio-15.52--491.48--62.93--63.98--3,616.51-
Price to Book Ratio4.72-4.19-3.63-4.26-6.03-
Price-to-Total Gains Ratio-15.52--491.48--62.93--63.98--3,616.51-

When do you get the money?

Usd Investment
$.00
Usd Price Per Share57.66
Number of shares17
Gains per QuarterTrailing 12 Months5 Year
Usd Dividend Per Share0.030.64
Usd Book Value Change Per Share-0.80-0.05
Usd Total Gains Per Share-0.770.59
Gains per Quarter (17 shares)-13.169.97
Gains per Year (17 shares)-52.6539.87
YearsReturn on Investment (TTM)Return on Investment (5Y)
 DividendBook Value gainTotal gainsDividendBook Value gainTotal gains
Broker costs---10---10
12-54-6343-430
24-109-11687-770
35-163-169130-11110
47-218-222174-14150
59-272-275217-18190
611-327-328261-22230
713-381-381304-25270
814-436-434348-29310
916-490-487391-32350
1018-544-540435-36390

How sure are you?

Based on the past periods, how sure are you to get value out of your investment.

Linear %
 Trailing 12 Months3Y5 Year10 YearALLTIME
  % % % % %
Earnings Per Share1.03.00.025.0%3.09.00.025.0%7.013.00.035.0%18.022.00.045.0%35.026.00.057.4%
Book Value Change Per Share1.03.00.025.0%5.07.00.041.7%11.09.00.055.0%26.014.00.065.0%42.016.03.068.9%
Dividend per Share2.00.02.050.0%4.00.08.033.3%10.00.010.050.0%20.00.020.050.0%22.00.039.036.1%
Total Gains per Share1.03.00.025.0%5.07.00.041.7%12.08.00.060.0%29.011.00.072.5%45.013.03.073.8%

Fundamentals of Envestnet

About Envestnet Inc

Envestnet, Inc., through its subsidiaries, provides wealth management software and services in the United States and internationally. It operates through two segments: Envestnet Wealth Solutions and Envestnet Data & Analytics. The Envestnet Wealth Solutions segment offers Envestnet | Enterprise, an end-to-end open architecture wealth management platform, as well as offers data aggregation and reporting, data analytics, and digital advice capabilities; Envestnet | Wealth Analytics that transforms data into actionable intelligence; Envestnet | Tamarac which provides trading, rebalancing, portfolio accounting, performance reporting, and client relationship management software; and Envestnet | MoneyGuide that provides goals-based financial planning solutions to the financial services industry. This segment also provides Envestnet | Workplace Solutions which offers a suite of services for advisor-sold retirement plans; Envestnet | PMC that offer research and consulting services to assist advisors in creating investment solutions, and portfolio overlay and tax optimization services; and Envestnet | Billing Solutions which provides revenue management and hosted fee-billing solutions. The Envestnet Data & Analytics segment provides Envestnet Data & Analytics, a data aggregation, analytics, and digital experiences platform that provides clients and their account holders with data connectivity via open APIs, data enrichment, AI-based analytics, and digital experiences. It serves retail banks, credit unions, credit card providers, wealth management financial advisors and institutions, financial technology innovators, financial advisory firms, research and analyst firms, personal financial management, small business accounting, e-commerce, payment solutions providers, small business lending, and authentication customers. The company was founded in 1999 and is headquartered in Berwyn, Pennsylvania.

Fundamental data was last updated by Penke on 2024-03-22 22:53:04.

Financial Health

Profitability Details
 Compared to previous yearCompared to industry
The company is making a huge loss.
Using its assets, the company is very inefficient in making profit.
Using its investors money, the company is very inefficient in making profit.
Operating Efficiency Details
 Compared to previous yearCompared to industry
The company is operating very inefficient.
The company is inefficient in keeping operating costs low.
Liquidity Details
 Compared to previous yearCompared to industry
The company is just not able to pay all its short-term debts.
The company is just not able to pay all its short-term debts with the most liquid assets.
Solvency Details
 Compared to previous yearCompared to industry
The company is able to pay all its debts by selling its assets.
The company is just able to pay all its debts with equity.

Valuation

Valuation Details
 Compared to previous yearCompared to industry
Based on the equity, the company is fair priced.
Based on the earnings, the company is cheap.
Based on how much money comes from the company's main activities, the company is underpriced.

1.1. Profitability of Envestnet Inc.

1.1. Profitability
1.1.1. Net Profit Margin

Measures how much net profit Envestnet earns for each $1 of revenue.

  • Above 10% is considered healthy but always compare Envestnet to the Software - Application industry mean.
  • A Net Profit Margin of -57.7% means that $-0.58 for each $1 in revenue is generated as profit.

Let's take a look of the Net Profit Margin trends of Envestnet Inc:

  • The MRQ is -57.7%. The company is making a huge loss. -2
  • The TTM is -19.1%. The company is making a huge loss. -2
Trends
Current periodCompared to+/- 
MRQ-57.7%TTM-19.1%-38.5%
TTM-19.1%YOY-7.0%-12.2%
TTM-19.1%5Y-5.5%-13.7%
5Y-5.5%10Y-3.2%-2.3%
1.1.2. Return on Assets

Shows how efficient Envestnet is using its assets to generate profit.

  • Above 5% is considered healthy but always compare Envestnet to the Software - Application industry mean.
  • -9,757.4% Return on Assets means that Envestnet generated $-97.57 profit for each $1 in assets.

Let's take a look of the Return on Assets trends of Envestnet Inc:

  • The MRQ is -9,757.4%. Using its assets, the company is very inefficient in making profit. -2
  • The TTM is -2,440.0%. Using its assets, the company is very inefficient in making profit. -2
Trends
Current periodCompared to+/- 
MRQ-9,757.4%TTM-2,440.0%-7,317.4%
TTM-2,440.0%YOY-1.0%-2,439.1%
TTM-2,440.0%5Y-488.3%-1,951.8%
5Y-488.3%10Y-244.1%-244.1%
1.1.3. Return on Equity

Shows how efficient Envestnet is using its investors money to generate profit.

  • Above 15%-20% is considered healthy but always compare Envestnet to the Software - Application industry mean.
  • -32,237.6% Return on Equity means Envestnet generated $-322.38 for each $1 the owners (shareholders) invested.

Let's take a look of the Return on Equity trends of Envestnet Inc:

  • The MRQ is -32,237.6%. Using its investors money, the company is very inefficient in making profit. -2
  • The TTM is -8,061.4%. Using its investors money, the company is very inefficient in making profit. -2
Trends
Current periodCompared to+/- 
MRQ-32,237.6%TTM-8,061.4%-24,176.2%
TTM-8,061.4%YOY-2.5%-8,058.8%
TTM-8,061.4%5Y-1,612.9%-6,448.5%
5Y-1,612.9%10Y-806.5%-806.4%

1.2. Operating Efficiency of Envestnet Inc.

1.2. Operating Efficiency
1.2.1. Operating Margin

Measures how efficient Envestnet is operating .

  • Measures how much profit Envestnet makes for each $1 of sales after paying variable costs (production costs, wages, etc) but before taxes.
  • Above 15% is considered healthy but always compare Envestnet to the Software - Application industry mean.
  • An Operating Margin of -58.5% means the company generated $-0.58  for each $1 in revenue (before taxes).

Let's take a look of the Operating Margin trends of Envestnet Inc:

  • The MRQ is -58.5%. The company is operating very inefficient. -2
  • The TTM is -16.7%. The company is operating very inefficient. -2
Trends
Current periodCompared to+/- 
MRQ-58.5%TTM-16.7%-41.8%
TTM-16.7%YOY-5.4%-11.4%
TTM-16.7%5Y-3.8%-12.9%
5Y-3.8%10Y-0.8%-3.0%
1.2.2. Operating Ratio

Measures how efficient Envestnet is keeping operating costs low.

  • Below 1 is considered healthy (always compare to Software - Application industry mean).
  • An Operation Ratio of 1.56 means that the operating costs are $1.56 for each $1 in net sales.

Let's take a look of the Operating Ratio trends of Envestnet Inc:

  • The MRQ is 1.563. The company is inefficient in keeping operating costs low. -1
  • The TTM is 1.162. The company is inefficient in keeping operating costs low. -1
Trends
Current periodCompared to+/- 
MRQ1.563TTM1.162+0.401
TTM1.162YOY1.054+0.108
TTM1.1625Y1.036+0.125
5Y1.03610Y1.007+0.029

1.3. Liquidity of Envestnet Inc.

1.3. Liquidity
1.3.1. Current Ratio

Measures if Envestnet is able to pay off Short-term Debt.

  • Above 1.5 is considered healthy (always compare to Software - Application industry mean).
  • A Current Ratio of 0.90 means the company has $0.90 in assets for each $1 in short-term debts.

Let's take a look of the Current Ratio trends of Envestnet Inc:

  • The MRQ is 0.902. The company is just not able to pay all its short-term debts. -1
  • The TTM is 0.782. The company is just not able to pay all its short-term debts. -1
Trends
Current periodCompared to+/- 
MRQ0.902TTM0.782+0.120
TTM0.782YOY1.040-0.258
TTM0.7825Y1.225-0.443
5Y1.22510Y1.409-0.184
1.3.2. Quick Ratio

Measures if Envestnet is able to pay off Short-term Debt but only using the most liquid assets.

  • Above 1 is considered healthy but always compare Envestnet to the Software - Application industry mean.
  • A Quick Ratio of 0.73 means the company can pay off $0.73 for each $1 in debt (using most liquid assets).

Let's take a look of the Quick Ratio trends of Envestnet Inc:

  • The MRQ is 0.726. The company is just not able to pay all its short-term debts with the most liquid assets. -1
  • The TTM is 0.619. The company is just not able to pay all its short-term debts with the most liquid assets. -1
Trends
Current periodCompared to+/- 
MRQ0.726TTM0.619+0.107
TTM0.619YOY0.929-0.310
TTM0.6195Y1.084-0.465
5Y1.08410Y1.250-0.167

1.4. Solvency of Envestnet Inc.

1.3. Liquidity
1.4.1. Debt to Asset Ratio

Measures how much % of Envestnet assets are financed with debt.

  • Below 1 (100%) is considered healthy but always compare Envestnet to Software - Application industry mean.
  • A Debt to Asset Ratio of 0.69 means that Envestnet assets are financed with 69.4% credit (debt) and the remaining percentage (100% - 69.4%) is financed by its owners/shareholders. 

Let's take a look of the Debt to Asset Ratio trends of Envestnet Inc:

  • The MRQ is 0.694. The company is able to pay all its debts by selling its assets. +1
  • The TTM is 0.652. The company is able to pay all its debts by selling its assets. +1
Trends
Current periodCompared to+/- 
MRQ0.694TTM0.652+0.042
TTM0.652YOY0.587+0.065
TTM0.6525Y0.575+0.077
5Y0.57510Y0.536+0.039
1.4.2. Debt to Equity Ratio

Measures if Envestnet is able to pay off its debts by using shareholders equity.

  • Below 2 is considered healthy but always compare Envestnet to the Software - Application industry mean.
  • A Debt to Equity ratio of 229.3% means that company has $2.29 debt for each $1 in shareholders equity.

Let's take a look of the Debt to Equity Ratio trends of Envestnet Inc:

  • The MRQ is 2.293. The company is just not able to pay all its debts with equity.
  • The TTM is 1.915. The company is just able to pay all its debts with equity.
Trends
Current periodCompared to+/- 
MRQ2.293TTM1.915+0.378
TTM1.915YOY1.444+0.470
TTM1.9155Y1.396+0.519
5Y1.39610Y1.208+0.188

2. Market Valuation of Envestnet Inc

2.1. Earnings Per Share
2.1. Price to Earnings Ratio

Measures how much money you pay for each share for every $1 in earnings Envestnet generates.

  • Above 15 is considered overpriced but always compare Envestnet to the Software - Application industry mean.
  • A PE ratio of 0.00 means the investor is paying $0.00 for every $1 in earnings.

Let's take a look of the Price to Earnings Ratio trends of Envestnet Inc:

  • The EOD is -0.004. Based on the earnings, the company is expensive. -2
  • The MRQ is -0.004. Based on the earnings, the company is expensive. -2
  • The TTM is 6.969. Based on the earnings, the company is cheap. +2
Trends
Current periodCompared to+/- 
EOD-0.004MRQ-0.004-0.001
MRQ-0.004TTM6.969-6.973
TTM6.969YOY-53.197+60.166
TTM6.9695Y53.569-46.600
5Y53.56910Y118.818-65.248
2.2. Price To Free Cash Flow Ratio

Let's take a look of the Price To Free Cash Flow Ratio trends of Envestnet Inc:

  • The EOD is 16.919. Based on how much money comes from the company's main activities, the company is underpriced. +1
  • The MRQ is 14.530. Based on how much money comes from the company's main activities, the company is cheap. +2
  • The TTM is 17.269. Based on how much money comes from the company's main activities, the company is underpriced. +1
Trends
Current periodCompared to+/- 
EOD16.919MRQ14.530+2.388
MRQ14.530TTM17.269-2.738
TTM17.269YOY68.145-50.877
TTM17.2695Y59.621-42.352
5Y59.62110Y47.120+12.500
2. Book Value per Share
2.3. Price to Book Ratio

Measures if the stock price of Envestnet is to cheap or to expensive compared to its book value.

  • At or below 1 is considered healthy (always compare to Software - Application industry mean).
  • A PB ratio of 4.72 means the investor is paying $4.72 for each $1 in book value.

Let's take a look of the Price to Book Ratio trends of Envestnet Inc:

  • The EOD is 5.499. Based on the equity, the company is overpriced. -1
  • The MRQ is 4.723. Based on the equity, the company is fair priced.
  • The TTM is 4.185. Based on the equity, the company is fair priced.
Trends
Current periodCompared to+/- 
EOD5.499MRQ4.723+0.776
MRQ4.723TTM4.185+0.537
TTM4.185YOY3.631+0.555
TTM4.1855Y4.256-0.071
5Y4.25610Y6.027-1.770
2. Total Gains per Share

3. Holders & Insider Transactions

Let's take a look at which institutions, funds and insiders are holding shares of Envestnet Inc.

3.1. Institutions holding Envestnet Inc

Institutions are holding 108.776% of the shares of Envestnet Inc.

DateNameTotal SharesTotal AssetsCurrent SharesChange%
2023-09-30BlackRock Inc14.6980.010280334071102441.3914
2023-09-30Vanguard Group Inc9.74860.00585328252-30755-0.5739
2023-09-30Impactive Capital LP7.59488.1573415103300
2023-09-30Morgan Stanley - Brokerage Accounts5.78830.014231636852003466.7608
2023-09-30JPMorgan Chase & Co5.54340.01473029810-114405-3.6386
2023-12-31Van Berkom and Associates Inc3.98273.1356217681841431623.5073
2023-09-30T. Rowe Price Investment Management,Inc.3.14010.0534171626850920442.1853
2023-09-30State Street Corporation3.12030.00421705441-74004-4.1588
2023-09-30Earnest Partners LLC2.81040.39011536073-47938-3.0264
2023-09-30HHG PLC2.68080.04231465234-7065-0.4799
2023-09-30Stephens Inv Mgmt Group LLC2.6411.04291443449800125.8684
2023-09-30Brown Advisory Holdings Inc2.25070.0889123016524170.1969
2023-09-30ClearBridge Advisors, LLC2.18260.05051192920-4009-0.3349
2023-09-30FMR Inc2.05030.00431120632-8-0.0007
2023-12-31Geneva Capital Management1.9290.98591054310-21496-1.9981
2023-09-30Geode Capital Management, LLC1.87710.00541025947-6999-0.6776
2023-12-31Dimensional Fund Advisors, Inc.1.77820.014197191664150.6644
2023-09-30Fisher Asset Management, LLC1.60520.0219877327-46803-5.0645
2023-09-30Bank of America Corp1.54150.0041842539-10708-1.255
2023-09-30RGM Capital LLC1.51151.662826134-4227-0.5091
Total 78.474515.707842891360+954537+2.2%

3.2. Funds holding Envestnet Inc

DateNameTotal SharesTotal AssetsCurrent SharesChange%
2024-02-29iShares Core S&P Small-Cap ETF6.14230.2239336528200
2024-02-29Vanguard Total Stock Mkt Idx Inv2.80120.00511534725-4710-0.306
2024-02-29Vanguard Small Cap Index2.31410.04651267841117020.9316
2023-12-31Calvert US Small-Cap Strategy2.04571.841112080432970.295
2024-01-31Calvert Small-Cap A2.04571.9529112080400
2024-02-29iShares Russell 2000 ETF1.9930.0902109195400
2023-12-31ClearBridge Small Cap Growth A1.7211.1208942908-10492-1.1005
2023-12-31Stephens SMID Select Growth1.7161.158794018312615615.4978
2024-01-31ClearBridge Small Cap Growth1.70371.2248933455-9453-1.0025
2023-12-31JPM US Small Cap Core-Composite1.60830.802881151657708.0662
2023-12-31Janus Henderson US SMID Cap Growth1.57280.6284861694-97683-10.1819
2023-12-31Janus Henderson Triton D1.57280.6257861694-97683-10.1819
2024-01-31JPMorgan Small Cap Equity A1.49090.8178816830-64321-7.2997
2023-12-31EARNEST Small Cap Value1.35081.345974006873894065508.8652
2023-12-31Vanguard Explorer Inv1.34150.17027350098842813.6762
2024-02-29Vanguard Institutional Extnd Mkt Idx Tr1.34090.03717346685300.0722
2024-02-29Vanguard Small Cap Growth Index Inv1.29930.1051711870120211.7177
2024-02-29Vanguard Information Technology ETF1.23860.0459678636176012.6626
2023-12-31T. Rowe Price US Small-Cap Core Equity1.10460.3159605200-900-0.1485
2023-12-31T. Rowe Price Small-Cap Stock1.10460.3167605200-900-0.1485
Total 37.507812.874620549976+778303+3.8%

3.3. Insider Transactions

Insiders are holding 1.394% of the shares of Envestnet Inc.

DateOwnerTypeAmountPricePost Transaction AmountLink
2024-03-15Lauren Taylor WolfeBUY167052.99
2023-06-29Barry D CooperSELL69058.19
2023-06-21Barbara TurnerBUY200054.39
2023-06-12William CragerSELL725053.68
2023-05-19Matthew MajorosSELL400054.74
2023-03-30Barry D CooperSELL53056.93
2023-03-30Shelly O'brienSELL880056.84

4. Summary

4.1. Key Performance Indicators

The key performance indicators of Envestnet Inc compared to the Most Recent Quarter (MRQ).

 End of day+/-Most Recent QuarterTrailing 12 Months+/-Year-Over-Year+/-5 Year+/-10 Year+/-
Book Value Change Per Share---3.191-0.801-75%-0.956-70%-0.053-98%0.195-1739%
Book Value Per Share--10.48612.746-18%16.249-35%15.373-32%11.017-5%
Current Ratio--0.9020.782+15%1.040-13%1.225-26%1.409-36%
Debt To Asset Ratio--0.6940.652+6%0.587+18%0.575+21%0.536+29%
Debt To Equity Ratio--2.2931.915+20%1.444+59%1.396+64%1.208+90%
Dividend Per Share---0.026-100%0.003-100%0.639-100%0.803-100%
Eps---3343.220-836.059-75%-0.364-100%-167.292-95%-83.662-97%
Free Cash Flow Per Share--0.8520.112+662%-0.034+104%0.279+205%0.259+229%
Free Cash Flow To Equity Per Share--0.930-0.219+124%-0.604+165%0.339+175%0.562+65%
Gross Profit Margin--1.0001.0000%1.0000%1.0000%1.0000%
Intrinsic Value_10Y_max--36.361--------
Intrinsic Value_10Y_min--15.796--------
Intrinsic Value_1Y_max--1.415--------
Intrinsic Value_1Y_min--1.031--------
Intrinsic Value_3Y_max--5.950--------
Intrinsic Value_3Y_min--3.595--------
Intrinsic Value_5Y_max--12.532--------
Intrinsic Value_5Y_min--6.682--------
Market Cap3159122208.000+14%2713141376.0002899917943.620-6%3228018140.195-16%3594308221.329-25%2984591773.064-9%
Net Profit Margin---0.577-0.191-67%-0.070-88%-0.055-90%-0.032-95%
Operating Margin---0.585-0.167-71%-0.054-91%-0.038-93%-0.008-99%
Operating Ratio--1.5631.162+35%1.054+48%1.036+51%1.007+55%
Pb Ratio5.499+14%4.7234.185+13%3.631+30%4.256+11%6.027-22%
Pe Ratio-0.004-16%-0.0046.969-100%-53.197+1436474%53.569-100%118.818-100%
Price Per Share57.660+14%49.52052.893-6%58.328-15%64.971-24%54.158-9%
Price To Free Cash Flow Ratio16.919+14%14.53017.269-16%68.145-79%59.621-76%47.120-69%
Price To Total Gains Ratio-18.072-16%-15.521-491.484+3067%-62.933+305%-63.985+312%-3616.511+23201%
Quick Ratio--0.7260.619+17%0.929-22%1.084-33%1.250-42%
Return On Assets---97.574-24.400-75%-0.010-100%-4.883-95%-2.441-97%
Return On Equity---322.376-80.614-75%-0.025-100%-16.129-95%-8.065-97%
Total Gains Per Share---3.191-0.774-76%-0.953-70%0.586-644%0.997-420%
Usd Book Value--574506000.000698986250.000-18%898758750.000-36%849986650.000-32%607496725.000-5%
Usd Book Value Change Per Share---3.191-0.801-75%-0.956-70%-0.053-98%0.195-1739%
Usd Book Value Per Share--10.48612.746-18%16.249-35%15.373-32%11.017-5%
Usd Dividend Per Share---0.026-100%0.003-100%0.639-100%0.803-100%
Usd Eps---3343.220-836.059-75%-0.364-100%-167.292-95%-83.662-97%
Usd Free Cash Flow--46681000.0006141500.000+660%-1822000.000+104%15403000.000+203%14226925.000+228%
Usd Free Cash Flow Per Share--0.8520.112+662%-0.034+104%0.279+205%0.259+229%
Usd Free Cash Flow To Equity Per Share--0.930-0.219+124%-0.604+165%0.339+175%0.562+65%
Usd Market Cap3159122208.000+14%2713141376.0002899917943.620-6%3228018140.195-16%3594308221.329-25%2984591773.064-9%
Usd Price Per Share57.660+14%49.52052.893-6%58.328-15%64.971-24%54.158-9%
Usd Profit---183171000000.000-45807021500.000-75%-21370000.000-100%-9166008100.000-95%-4583866100.000-97%
Usd Revenue--317632000000.00079639997000.000+299%309946000.000+102380%16144232300.000+1867%8143212975.000+3801%
Usd Total Gains Per Share---3.191-0.774-76%-0.953-70%0.586-644%0.997-420%
 EOD+4 -4MRQTTM+12 -23YOY+9 -265Y+10 -2510Y+11 -24

4.2. Fundamental Score

Let's check the fundamental score of Envestnet Inc based on Penke's default stock scanner.

Penke's Stock Scanner

  
  
IndicatorConditionValue
Price to Earnings Ratio (EOD)Between0-15-0.004
Price to Book Ratio (EOD)Between0-15.499
Net Profit Margin (MRQ)Greater than0-0.577
Operating Margin (MRQ)Greater than0-0.585
Quick Ratio (MRQ)Greater than10.726
Current Ratio (MRQ)Greater than10.902
Debt to Asset Ratio (MRQ)Less than10.694
Debt to Equity Ratio (MRQ)Less than12.293
Return on Equity (MRQ)Greater than0.15-322.376
Return on Assets (MRQ)Greater than0.05-97.574
Total1/10 (10.0%)

4.3. Technical Score

Let's check the technical score of Envestnet Inc based on Penke's default Symbol scanner.

Penke's Symbol Scanner

  
  
IndicatorConditionValue
RsiGreater than5065.742
Ma 20Greater thanMa 5054.344
Ma 50Greater thanMa 10052.518
Ma 100Greater thanMa 20047.860
OpenGreater thanClose56.920
Total3/5 (60.0%)



Reversals in quarterly reports

I have detected a reversal (positive to negative, negative to positive) in the following values of the quarterly reports.

 2022-12-312023-03-312023-06-302023-09-302023-12-31
EBITDA  6,80615,07821,884-3,39018,49416,41834,912-151,472,912-151,438,000



Latest Balance Sheet

Balance Sheet of 2023-12-31. Currency in USD. All numbers in thousands.

Summary
Total Assets1,877,252
Total Liabilities1,302,746
Total Stockholder Equity568,191
 As reported
Total Liabilities 1,302,746
Total Stockholder Equity+ 568,191
Total Assets = 1,877,252

Assets

Total Assets1,877,252
Total Current Assets263,808
Long-term Assets1,613,444
Total Current Assets
Cash And Cash Equivalents 91,378
Net Receivables 120,958
Other Current Assets 51,472
Total Current Assets  (as reported)263,808
Total Current Assets  (calculated)263,808
+/-0
Long-term Assets
Property Plant Equipment 117,377
Goodwill 806,563
Intangible Assets 562,781
Long-term Assets Other 126,723
Long-term Assets  (as reported)1,613,444
Long-term Assets  (calculated)1,613,444
+/-0

Liabilities & Shareholders' Equity

Total Current Liabilities292,534
Long-term Liabilities1,010,212
Total Stockholder Equity568,191
Total Current Liabilities
Short-term Debt 12,909
Accounts payable 241,424
Other Current Liabilities 241,424,000
Total Current Liabilities  (as reported)292,534
Total Current Liabilities  (calculated)241,678,333
+/- 241,385,799
Long-term Liabilities
Long term Debt 876,612
Capital Lease Obligations 113,739
Long-term Liabilities Other 16,202
Long-term Liabilities  (as reported)1,010,212
Long-term Liabilities  (calculated)1,006,553
+/- 3,659
Total Stockholder Equity
Common Stock355
Accumulated Other Comprehensive Income -8,567
Other Stockholders Equity 568,191
Total Stockholder Equity (as reported)568,191
Total Stockholder Equity (calculated)559,979
+/- 8,212
Other
Capital Stock355
Cash and Short Term Investments 91,378
Common Stock Shares Outstanding 54,690
Current Deferred Revenue38,201
Liabilities and Stockholders Equity 1,877,252
Net Debt 898,973
Net Invested Capital 1,444,803
Net Working Capital -28,726
Property Plant and Equipment Gross 199,418
Short Long Term Debt Total 990,351



Balance Sheet

Currency in USD. All numbers in thousands.

 Trend2023-12-312023-09-302023-06-302023-03-312022-12-312022-09-302022-06-302022-03-312021-12-312021-09-302021-06-302021-03-312020-12-312020-09-302020-06-302020-03-312019-12-312019-09-302019-06-302019-03-312018-12-312018-09-302018-06-302018-03-312017-12-312017-09-302017-06-302017-03-312016-12-312016-09-302016-06-302016-03-312015-12-312015-09-302015-06-302015-03-312014-12-312014-09-302014-06-302014-03-312013-12-312013-09-302013-06-302013-03-312012-12-312012-09-302012-06-302012-03-312011-12-312011-09-302011-06-302011-03-312010-12-312010-09-302010-06-302010-03-312009-12-312009-09-302009-06-302009-03-312008-12-31
> Total Assets 
72,251
0
0
0
75,058
76,765
98,327
137,382
141,868
144,363
148,845
153,312
137,702
139,154
153,012
157,512
162,399
162,337
176,030
208,501
221,242
224,904
237,185
287,533
439,358
458,816
485,628
497,657
885,565
856,244
860,947
869,950
872,401
854,145
839,666
862,222
862,052
1,082,129
1,155,176
1,183,015
1,313,747
1,370,591
1,812,340
1,787,136
1,801,884
1,830,458
1,831,405
2,101,261
2,144,290
2,142,988
2,170,696
2,217,345
2,241,182
2,199,770
2,187,400
2,203,221
2,112,165
2,056,457
2,053,905
2,030,889
1,877,252
1,877,2522,030,8892,053,9052,056,4572,112,1652,203,2212,187,4002,199,7702,241,1822,217,3452,170,6962,142,9882,144,2902,101,2611,831,4051,830,4581,801,8841,787,1361,812,3401,370,5911,313,7471,183,0151,155,1761,082,129862,052862,222839,666854,145872,401869,950860,947856,244885,565497,657485,628458,816439,358287,533237,185224,904221,242208,501176,030162,337162,399157,512153,012139,154137,702153,312148,845144,363141,868137,38298,32776,76575,05800072,251
   > Total Current Assets 
0
0
0
0
39,600
39,341
33,203
73,924
78,936
82,889
89,792
95,042
78,785
82,529
29,677
35,372
43,761
42,167
59,532
66,231
79,407
84,345
96,483
141,150
241,995
260,838
253,447
259,164
113,649
94,885
111,568
112,924
113,084
104,366
96,234
122,429
131,107
135,540
220,917
242,142
380,906
349,016
189,395
167,010
182,503
187,433
205,780
481,212
505,199
489,021
491,180
549,521
567,276
501,479
467,620
392,506
305,232
222,759
224,621
203,153
263,808
263,808203,153224,621222,759305,232392,506467,620501,479567,276549,521491,180489,021505,199481,212205,780187,433182,503167,010189,395349,016380,906242,142220,917135,540131,107122,42996,234104,366113,084112,924111,56894,885113,649259,164253,447260,838241,995141,15096,48384,34579,40766,23159,53242,16743,76135,37229,67782,52978,78595,04289,79282,88978,93673,92433,20339,34139,6000000
       Cash And Cash Equivalents 
28,445
0
0
0
31,525
31,404
22,830
63,565
67,668
71,815
78,600
83,553
64,909
70,636
13,400
21,133
29,983
29,983
39,679
36,683
49,942
52,629
64,464
105,899
209,754
209,914
198,927
208,348
51,718
36,550
38,522
50,662
52,592
39,479
27,730
48,704
60,115
43,965
134,032
153,542
289,345
245,735
77,717
71,632
82,505
68,601
92,244
362,918
384,565
371,977
369,524
393,799
429,279
359,614
338,115
241,330
162,173
52,664
59,019
43,211
91,378
91,37843,21159,01952,664162,173241,330338,115359,614429,279393,799369,524371,977384,565362,91892,24468,60182,50571,63277,717245,735289,345153,542134,03243,96560,11548,70427,73039,47952,59250,66238,52236,55051,718208,348198,927209,914209,754105,89964,46452,62949,94236,68339,67929,98329,98321,13313,40070,63664,90983,55378,60071,81567,66863,56522,83031,40431,52500028,445
       Short-term Investments 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
429
2,000
2,000
2,000
2,000
2,228
228
158
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0000000000000000000001582282,2282,0002,0002,0002,00042900000000000000000000000000000000
       Net Receivables 
0
0
0
0
6,514
5,349
6,462
7,762
9,135
8,568
8,693
8,591
9,644
8,610
8,631
10,692
9,188
9,000
12,800
18,634
19,848
21,976
24,857
24,514
20,345
26,198
29,232
25,467
46,756
35,455
42,549
42,451
44,268
51,356
49,566
49,726
51,522
66,614
64,164
64,635
68,004
66,365
71,632
64,402
67,815
81,133
74,871
76,328
80,064
89,639
81,037
127,180
95,291
96,923
88,581
96,098
101,696
122,704
123,696
110,643
120,958
120,958110,643123,696122,704101,69696,09888,58196,92395,291127,18081,03789,63980,06476,32874,87181,13367,81564,40271,63266,36568,00464,63564,16466,61451,52249,72649,56651,35644,26842,45142,54935,45546,75625,46729,23226,19820,34524,51424,85721,97619,84818,63412,8009,0009,18810,6928,6318,6109,6448,5918,6938,5689,1357,7626,4625,3496,5140000
       Inventory 
0
0
0
0
134
0
0
0
0
0
0
0
0
0
0
0
0
682
2,833
2,716
2,462
2,462
2,462
4,380
4,654
4,635
4,635
4,635
0
0
0
0
0
4,313
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
19,226
0
19,309
-1,310
32,618
28,883
39,681
0
0
0
0
0
0000039,68128,88332,618-1,31019,309019,2260000000000000004,313000004,6354,6354,6354,6544,3802,4622,4622,4622,7162,8336820000000000001340000
   > Long-term Assets 
0
0
0
0
35,458
37,424
65,124
63,458
62,932
61,474
59,053
58,270
58,917
56,625
123,335
122,140
118,638
120,170
116,498
142,270
141,835
140,559
140,702
146,383
197,363
197,978
232,181
238,493
771,916
761,359
749,379
757,026
759,317
749,779
743,432
739,793
730,945
946,589
934,259
940,873
932,841
1,021,575
1,622,945
1,620,126
1,619,381
1,643,025
1,625,625
1,620,049
1,639,091
1,653,967
1,679,516
1,667,824
1,673,906
1,698,291
1,719,780
1,810,715
1,806,933
1,833,698
1,829,284
1,827,736
1,613,444
1,613,4441,827,7361,829,2841,833,6981,806,9331,810,7151,719,7801,698,2911,673,9061,667,8241,679,5161,653,9671,639,0911,620,0491,625,6251,643,0251,619,3811,620,1261,622,9451,021,575932,841940,873934,259946,589730,945739,793743,432749,779759,317757,026749,379761,359771,916238,493232,181197,978197,363146,383140,702140,559141,835142,270116,498120,170118,638122,140123,33556,62558,91758,27059,05361,47462,93263,45865,12437,42435,4580000
       Property Plant Equipment 
4,310
0
0
0
8,560
9,743
9,830
9,730
9,713
10,268
10,816
11,125
11,091
10,667
12,377
12,294
11,791
11,791
11,211
12,493
12,766
13,279
14,565
16,438
16,629
17,087
18,283
18,461
28,681
27,122
28,696
32,566
33,000
33,540
34,787
35,274
35,909
40,038
40,397
44,713
44,991
114,522
123,207
132,080
136,552
132,050
123,289
125,073
153,218
150,308
143,306
141,362
140,929
150,859
144,886
143,533
144,039
143,697
141,747
138,714
117,377
117,377138,714141,747143,697144,039143,533144,886150,859140,929141,362143,306150,308153,218125,073123,289132,050136,552132,080123,207114,52244,99144,71340,39740,03835,90935,27434,78733,54033,00032,56628,69627,12228,68118,46118,28317,08716,62916,43814,56513,27912,76612,49311,21111,79111,79112,29412,37710,66711,09111,12510,81610,2689,7139,7309,8309,7438,5600004,310
       Goodwill 
1,023
0
0
0
1,023
1,023
1,399
1,983
2,031
2,031
2,031
2,031
22,223
21,334
66,152
66,152
65,644
66,152
65,644
74,335
74,335
74,335
74,868
77,918
104,976
104,976
126,367
134,814
421,273
426,695
423,450
422,565
431,936
432,339
432,850
432,746
432,955
530,027
526,955
519,923
519,102
540,524
908,686
907,995
879,850
906,501
906,499
906,697
906,773
906,756
928,493
924,504
925,154
925,003
936,054
996,267
998,414
998,428
998,436
998,381
806,563
806,563998,381998,436998,428998,414996,267936,054925,003925,154924,504928,493906,756906,773906,697906,499906,501879,850907,995908,686540,524519,102519,923526,955530,027432,955432,746432,850432,339431,936422,565423,450426,695421,273134,814126,367104,976104,97677,91874,86874,33574,33574,33565,64466,15265,64466,15266,15221,33422,2232,0312,0312,0312,0311,9831,3991,0231,0230001,023
       Long Term Investments 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
1,250
0
0
0
2,666
0
0
0
2,750
0
0
0
2,731
2,071
1,920
1,662
2,862
3,659
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
00000000000000000003,6592,8621,6621,9202,0712,7310002,7500002,6660001,250000000000000000000000000
       Intangible Assets 
8,356
0
0
0
6,125
1,971
5,668
5,306
4,951
4,702
4,456
4,255
15,749
14,733
34,464
32,963
31,474
31,474
28,996
43,700
41,438
39,365
37,792
38,950
65,677
66,069
75,910
74,090
302,572
296,664
285,469
275,778
280,418
270,765
262,013
253,804
244,905
352,242
343,000
352,344
343,450
339,584
557,218
543,243
565,852
558,067
549,115
540,061
531,542
548,311
549,793
543,234
534,055
547,890
545,982
571,367
564,553
573,929
568,570
563,622
562,781
562,781563,622568,570573,929564,553571,367545,982547,890534,055543,234549,793548,311531,542540,061549,115558,067565,852543,243557,218339,584343,450352,344343,000352,242244,905253,804262,013270,765280,418275,778285,469296,664302,57274,09075,91066,06965,67738,95037,79239,36541,43843,70028,99631,47431,47432,96334,46414,73315,7494,2554,4564,7024,9515,3065,6681,9716,1250008,356
       Long-term Assets Other 
0
0
0
0
3,508
8,615
33,275
32,069
32,588
31,370
30,162
29,844
3,162
3,165
3,284
3,544
366
2,285
2,853
3,550
3,679
3,963
3,860
3,460
8,266
3,961
4,236
3,783
14,036
10,878
5,783
10,882
13,963
2,024
13,782
17,969
17,176
24,282
23,907
23,893
25,298
26,945
33,834
36,808
37,127
46,407
46,722
48,218
47,558
48,592
57,924
58,724
73,768
74,539
92,858
99,548
99,927
117,644
120,531
127,019
126,723
126,723127,019120,531117,64499,92799,54892,85874,53973,76858,72457,92448,59247,55848,21846,72246,40737,12736,80833,83426,94525,29823,89323,90724,28217,17617,96913,7822,02413,96310,8825,78310,87814,0363,7834,2363,9618,2663,4603,8603,9633,6793,5502,8532,2853663,5443,2843,1653,16229,84430,16231,37032,58832,06933,2758,6153,5080000
       Deferred Long Term Asset Charges 
0
0
0
0
0
0
0
0
0
0
11,588
11,015
6,692
6,726
7,058
7,187
6,194
7,053
6,544
6,942
8,367
8,367
8,367
8,367
565
0
0
0
2,688
0
0
12,961
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0000000000000000000000000000012,961002,6880005658,3678,3678,3678,3676,9426,5447,0536,1947,1877,0586,7266,69211,01511,5880000000000
> Total Liabilities 
13,668
0
0
0
16,812
20,777
40,935
36,373
39,549
38,846
38,864
40,250
22,063
21,110
31,125
33,561
36,403
36,265
41,423
65,542
73,470
72,182
76,652
114,243
237,367
242,156
248,060
249,682
445,638
422,233
429,220
434,498
459,114
450,246
436,498
452,661
425,382
626,089
654,038
671,100
681,145
749,053
958,550
926,218
934,308
966,261
957,668
1,147,894
1,168,472
1,229,259
1,253,230
1,270,270
1,281,640
1,246,615
1,253,408
1,262,937
1,344,561
1,319,277
1,321,447
1,279,088
1,302,746
1,302,7461,279,0881,321,4471,319,2771,344,5611,262,9371,253,4081,246,6151,281,6401,270,2701,253,2301,229,2591,168,4721,147,894957,668966,261934,308926,218958,550749,053681,145671,100654,038626,089425,382452,661436,498450,246459,114434,498429,220422,233445,638249,682248,060242,156237,367114,24376,65272,18273,47065,54241,42336,26536,40333,56131,12521,11022,06340,25038,86438,84639,54936,37340,93520,77716,81200013,668
   > Total Current Liabilities 
12,962
0
0
0
12,338
15,146
19,396
14,678
15,957
15,055
16,002
16,647
17,143
16,156
24,382
26,751
28,583
29,431
33,642
47,023
54,171
50,214
52,977
88,174
64,680
65,138
70,147
69,837
111,457
102,631
107,253
135,591
155,954
171,702
157,518
136,535
140,355
158,331
157,116
334,086
343,296
338,726
353,474
366,317
203,790
202,918
209,285
226,320
236,369
228,921
247,814
269,405
288,723
274,807
610,036
616,268
327,064
297,652
308,904
270,245
292,534
292,534270,245308,904297,652327,064616,268610,036274,807288,723269,405247,814228,921236,369226,320209,285202,918203,790366,317353,474338,726343,296334,086157,116158,331140,355136,535157,518171,702155,954135,591107,253102,631111,45769,83770,14765,13864,68088,17452,97750,21454,17147,02333,64229,43128,58326,75124,38216,15617,14316,64716,00215,05515,95714,67819,39615,14612,33800012,962
       Short-term Debt 
0
0
0
0
0
0
153
156
159
162
164
168
171
174
0
0
0
-20,201
-23,691
0
0
31,542
0
30,000
145,203
47,146
44,954
49,704
6,064
8,064
6,064
33,177
37,926
60,221
38,696
258,521
240,158
421,806
451,861
164,003
165,711
179,751
182,100
183,927
13,816
13,736
13,926
13,835
13,649
13,270
12,477
12,021
10,999
10,439
353,909
355,714
56,835
57,224
33,222
13,297
12,909
12,90913,29733,22257,22456,835355,714353,90910,43910,99912,02112,47713,27013,64913,83513,92613,73613,816183,927182,100179,751165,711164,003451,861421,806240,158258,52138,69660,22137,92633,1776,0648,0646,06449,70444,95447,146145,20330,000031,54200-23,691-20,201000174171168164162159156153000000
       Short Long Term Debt 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
145,203
0
0
0
6,064
8,064
6,064
33,177
37,926
60,221
259,775
258,521
240,158
421,806
451,861
164,003
165,711
167,442
169,182
170,966
0
0
0
0
0
0
0
0
0
0
343,057
343,581
44,886
44,954
20,000
0
0
0020,00044,95444,886343,581343,0570000000000170,966169,182167,442165,711164,003451,861421,806240,158258,521259,77560,22137,92633,1776,0648,0646,064000145,203000000000000000000000000
       Accounts payable 
2,367
0
0
0
1,892
2,022
2,141
1,760
1,707
2,056
1,758
2,013
1,974
2,266
2,683
2,519
22,815
23,663
27,794
34,910
40,770
6,797
40,411
46,121
53,116
5,151
6,402
5,236
93,831
71,801
15,941
85,106
99,243
12,618
97,772
116,092
116,994
128,665
130,670
144,941
152,865
126,592
133,773
146,401
155,221
146,436
150,895
170,899
176,551
24,567
195,380
21,763
243,508
18,854
20,444
19,447
17,334
195,983
239,836
224,385
241,424
241,424224,385239,836195,98317,33419,44720,44418,854243,50821,763195,38024,567176,551170,899150,895146,436155,221146,401133,773126,592152,865144,941130,670128,665116,994116,09297,77212,61899,24385,10615,94171,80193,8315,2366,4025,15153,11646,12140,4116,79740,77034,91027,79423,66322,8152,5192,6832,2661,9742,0131,7582,0561,7071,7602,1412,0221,8920002,367
       Other Current Liabilities 
10,595
0
0
0
10,422
13,101
16,905
12,681
13,859
12,769
13,978
14,353
14,919
13,186
16,485
18,892
5,768
20,201
23,691
5,591
6,008
5,864
6,000
6,095
6,405
7,139
10,919
6,577
2,537
5,190
69,976
1,929
2,286
79,272
1,995
2,055
2,115
2,173
707
719
732
744
106,602
120,857
126,904
2,569
1,603
1,549
11,251
148,163
1,312
201,012
743
201,087
198,230
207,025
216,532
195,983
239,836,000
224,385,000
241,424,000
241,424,000224,385,000239,836,000195,983216,532207,025198,230201,087743201,0121,312148,16311,2511,5491,6032,569126,904120,857106,6027447327197072,1732,1152,0551,99579,2722,2861,92969,9765,1902,5376,57710,9197,1396,4056,0956,0005,8646,0085,59123,69120,2015,76818,89216,48513,18614,91914,35313,97812,76913,85912,68116,90513,10110,42200010,595
   > Long-term Liabilities 
0
0
0
0
4,474
5,631
21,539
21,695
23,592
23,791
22,862
23,603
4,920
4,954
6,743
6,810
7,820
6,834
7,781
18,519
19,299
21,968
23,675
26,069
172,687
177,018
177,913
179,845
334,181
319,602
321,967
298,907
303,160
278,544
278,980
316,126
285,027
467,758
496,922
337,014
337,849
410,327
605,076
559,901
730,518
763,343
748,383
921,574
932,103
1,000,338
1,005,416
1,000,865
992,917
971,808
643,372
646,669
1,017,497
1,021,625
1,012,543
1,008,843
1,010,212
1,010,2121,008,8431,012,5431,021,6251,017,497646,669643,372971,808992,9171,000,8651,005,4161,000,338932,103921,574748,383763,343730,518559,901605,076410,327337,849337,014496,922467,758285,027316,126278,980278,544303,160298,907321,967319,602334,181179,845177,913177,018172,68726,06923,67521,96819,29918,5197,7816,8347,8206,8106,7434,9544,92023,60322,86223,79123,59221,69521,5395,6314,4740000
       Long term Debt Total 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
145,203
146,411
147,627
148,877
300,133
284,758
284,768
257,693
252,984
224,594
221,079
258,521
240,158
421,806
451,861
292,078
294,725
297,392
445,078
402,785
565,513
598,262
586,031
749,918
756,503
845,195
846,411
847,633
848,862
850,097
508,282
509,006
871,769
872,968
874,175
875,390
0
0875,390874,175872,968871,769509,006508,282850,097848,862847,633846,411845,195756,503749,918586,031598,262565,513402,785445,078297,392294,725292,078451,861421,806240,158258,521221,079224,594252,984257,693284,768284,758300,133148,877147,627146,411145,203000000000000000000000000
       Capital Lease Obligations Min Short Term Debt
0
0
0
0
0
0
-153
-156
-159
-162
-164
-168
-171
-174
0
0
0
20,201
23,691
0
0
-31,542
0
-30,000
-145,203
-47,146
-44,954
-49,704
-6,064
-8,064
-6,064
-33,177
-37,926
-60,221
-38,696
-258,521
-240,158
-421,806
-451,861
-164,003
-165,711
-94,065
-91,751
-87,647
88,365
84,935
81,600
83,820
112,182
109,458
107,045
107,852
105,920
103,332
-232,434
-233,832
65,766
63,614
85,606
102,717
100,830
100,830102,71785,60663,61465,766-233,832-232,434103,332105,920107,852107,045109,458112,18283,82081,60084,93588,365-87,647-91,751-94,065-165,711-164,003-451,861-421,806-240,158-258,521-38,696-60,221-37,926-33,177-6,064-8,064-6,064-49,704-44,954-47,146-145,203-30,0000-31,5420023,69120,201000-174-171-168-164-162-159-156-153000000
       Deferred Long Term Asset Charges 
0
0
0
0
0
0
0
0
0
0
11,588
11,015
6,692
6,726
7,058
7,187
6,194
7,053
6,544
6,942
8,367
8,367
8,367
8,367
565
0
0
0
2,688
0
0
12,961
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0000000000000000000000000000012,961002,6880005658,3678,3678,3678,3676,9426,5447,0536,1947,1877,0586,7266,69211,01511,5880000000000
       Warrants
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
1,500
1,500
1,500
1,500
2,400
900
900
900
900
900
900
900
900
900
900
900
900
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0000000000000000000009009009009009009009009009009009009002,4001,5001,5001,5001,50000000000000000000000000
       Long-term Liabilities Other 
0
0
0
0
0
0
0
0
0
0
21,577
22,253
3,506
3,462
4,852
4,772
5,625
5,426
5,367
13,222
13,701
13,994
13,937
11,663
9,892
7,998
7,294
4,959
7,794
7,600
8,717
11,920
16,018
17,314
15,644
15,168
15,768
27,111
24,673
24,720
24,915
112,126
128,706
134,459
135,524
138,401
135,246
135,568
140,860
132,101
18,384
125,478
123,034
119,603
122,178
122,687
18,880
127,212
122,553
16,138
16,202
16,20216,138122,553127,21218,880122,687122,178119,603123,034125,47818,384132,101140,860135,568135,246138,401135,524134,459128,706112,12624,91524,72024,67327,11115,76815,16815,64417,31416,01811,9208,7177,6007,7944,9597,2947,9989,89211,66313,93713,99413,70113,2225,3675,4265,6254,7724,8523,4623,50622,25321,5770000000000
       Deferred Long Term Liability 
0
0
0
0
0
0
0
0
0
0
1,285
1,350
1,414
1,492
1,891
2,038
2,195
2,348
2,414
5,297
6,746
7,974
9,738
12,906
16,092
21,109
21,492
23,609
25,354
26,344
27,582
28,394
33,258
35,736
41,357
41,537
28,201
17,941
19,488
19,316
18,209
809
31,292
22,657
29,481
26,680
27,106
36,088
34,740
23,042
11,100
27,754
21,021
2,108
12,912
14,976
15,100
21,445
15,815
13,300
0
013,30015,81521,44515,10014,97612,9122,10821,02127,75411,10023,04234,74036,08827,10626,68029,48122,65731,29280918,20919,31619,48817,94128,20141,53741,35735,73633,25828,39427,58226,34425,35423,60921,49221,10916,09212,9069,7387,9746,7465,2972,4142,3482,1952,0381,8911,4921,4141,3501,2850000000000
> Total Stockholder Equity
58,583
0
0
0
58,246
55,988
57,392
101,009
102,319
105,517
109,981
113,062
115,639
118,044
121,887
123,951
125,996
126,072
134,607
142,959
147,772
152,564
159,977
172,734
201,435
216,104
237,012
247,577
439,529
433,613
431,329
435,054
412,889
403,501
402,770
409,163
436,272
454,871
500,434
512,054
633,700
622,719
855,251
862,263
869,094
865,569
875,795
954,673
976,337
914,141
917,117
944,435
957,089
951,449
933,165
940,758
754,567
725,614
722,513
743,796
568,191
568,191743,796722,513725,614754,567940,758933,165951,449957,089944,435917,117914,141976,337954,673875,795865,569869,094862,263855,251622,719633,700512,054500,434454,871436,272409,163402,770403,501412,889435,054431,329433,613439,529247,577237,012216,104201,435172,734159,977152,564147,772142,959134,607126,072125,996123,951121,887118,044115,639113,062109,981105,517102,319101,00957,39255,98858,24600058,583
   Common Stock
68
0
0
0
68
133
69
189
215
216
217
218
218
218
220
220
220
220
226
228
228
229
230
230
232
236
238
239
270
275
276
276
278
282
283
284
287
290
291
293
306
309
327
329
331
335
337
337
339
341
342
343
344
347
348
349
350
352
353
354
355
355354353352350349348347344343342341339337337335331329327309306293291290287284283282278276276275270239238236232230230229228228226220220220220218218218217216215189691336800068
   Retained Earnings Total Equity00-181,571-160,1550-82,422-75,132-51,847-37,988-32,879-44,619-36,338-79,912-87,155-89,065-84,141-75,664-79,254-76,174-77,067-58,882-59,105-62,059-56,533-73,854-91,499-90,179-83,709-70,574-38,000-33,943-26,000-15,007-11,094-14,396-16,932-19,443-23,136-26,904-30,623-33,617-34,312-35,618-36,736-37,277-37,119-37,670-37,002-37,742-39,571-41,4960000000000
   Accumulated Other Comprehensive Income 
0
0
0
0
-11,227
-11,685
-12,427
-11,919
-12,728
-13,591
-14,542
-15,572
-16,995
-18,030
-19,730
-20,929
-22,156
-22,156
-24,374
-25,755
-27,307
-28,796
-30,349
-31,749
-17,853
-18,995
-20,547
-22,515
194
356
232
-132
-422
311
387
170
624
297
-739
-1,847
-994
-772
-660
-2,118
-1,749
-4,773
-3,198
-1,459
-398
-1,022
-2,286
-2,016
-1,899
-3,377
-6,470
-7,949
-8,589
-4,312
-4,408
-4,559
-8,567
-8,567-4,559-4,408-4,312-8,589-7,949-6,470-3,377-1,899-2,016-2,286-1,022-398-1,459-3,198-4,773-1,749-2,118-660-772-994-1,847-739297624170387311-422-132232356194-22,515-20,547-18,995-17,853-31,749-30,349-28,796-27,307-25,755-24,374-22,156-22,156-20,929-19,730-18,030-16,995-15,572-14,542-13,591-12,728-11,919-12,427-11,685-11,2270000
   Capital Surplus 
0
0
0
0
0
0
0
0
0
0
161,681
162,836
163,584
165,327
169,836
171,393
173,611
176,133
181,143
188,187
192,341
195,747
202,729
208,819
233,888
252,483
270,967
278,486
474,726
486,707
495,252
504,529
516,675
526,335
534,997
544,895
556,257
567,155
624,378
637,639
761,128
777,926
1,015,578
1,030,861
1,037,141
1,054,312
1,071,502
1,150,198
1,166,774
1,072,839
1,089,263
1,108,864
1,131,628
1,153,892
1,176,763
1,195,624
1,135,284
1,154,012
1,175,464
0
0
001,175,4641,154,0121,135,2841,195,6241,176,7631,153,8921,131,6281,108,8641,089,2631,072,8391,166,7741,150,1981,071,5021,054,3121,037,1411,030,8611,015,578777,926761,128637,639624,378567,155556,257544,895534,997526,335516,675504,529495,252486,707474,726278,486270,967252,483233,888208,819202,729195,747192,341188,187181,143176,133173,611171,393169,836165,327163,584162,836161,6810000000000
   Treasury Stock000000-162,344-147,566-134,996-129,877-125,583-121,679-110,466-107,248-103,781-100,164-90,965-87,555-83,820-77,677-67,858-64,926-61,437-56,338-47,042-44,687-42,718-39,718-33,068-31,619-30,488-27,725-20,654-20,054-19,797-19,683-13,242-13,179-12,875-12,789-11,180-11,144-11,144-10,925-10,558-10,543-10,499-10,499-10,421-10,421-10,421-10,421-10,327-9,565-8,349-6,733-6,334000-6,086
   Other Stockholders Equity 
0
0
0
0
111,786
113,533
122,598
158,953
160,179
162,835
165,802
167,987
170,158
172,858
179,067
181,779
0
185,209
194,373
202,798
208,468
211,754
220,203
227,389
238,499
251,795
271,717
280,947
454,072
458,982
464,764
472,910
483,607
486,617
492,279
500,208
509,215
510,817
562,941
572,713
693,270
700,249
931,758
943,306
946,176
954,148
967,721
1,042,950
1,056,308
951,160
963,680
978,987
996,632
1,006,326
1,014,419
1,030,780
881,733
889,729
722,513
922,481
568,191
568,191922,481722,513889,729881,7331,030,7801,014,4191,006,326996,632978,987963,680951,1601,056,3081,042,950967,721954,148946,176943,306931,758700,249693,270572,713562,941510,817509,215500,208492,279486,617483,607472,910464,764458,982454,072280,947271,717251,795238,499227,389220,203211,754208,468202,798194,373185,2090181,779179,067172,858170,158167,987165,802162,835160,179158,953122,598113,533111,7860000



Balance Sheet

Currency in USD. All numbers in thousands.




Cash Flow

Currency in USD. All numbers in thousands.




Income Statement

Currency in USD. All numbers in thousands.


Latest Income Statement (annual, 2023-12-31)

Gross Profit (+$)
totalRevenue1,245,620
Cost of Revenue-1,048,170
Gross Profit197,450197,450
 
Operating Income (+$)
Gross Profit197,450
Operating Expense-186,868
Operating Income10,58210,582
 
Operating Expense (+$)
Research Development140,000
Selling General Administrative654,941
Selling And Marketing Expenses209,926,132
Operating Expense186,868210,721,073
 
Net Interest Income (+$)
Interest Income6,288
Interest Expense-25,138
Other Finance Cost-0
Net Interest Income-18,850
 
Pretax Income (+$)
Operating Income10,582
Net Interest Income-18,850
Other Non-Operating Income Expenses0
Income Before Tax (EBT)-232,997254,161
EBIT - interestExpense = -14,556
-225,947
-213,586
Interest Expense25,138
Earnings Before Interest and Taxes (EBIT)10,582-207,859
Earnings Before Interest and Taxes (EBITDA)140,886
 
After tax Income (+$)
Income Before Tax-232,997
Tax Provision-23,966
Net Income From Continuing Ops-98,678-256,963
Net Income-238,724
Net Income Applicable To Common Shares0
 
Non-recurring Events
Discontinued Operations0
Extraordinary Items0
Effect of Accounting Charges0
Other Items0
Non Recurring0
Other Operating Expenses1,235,038
Total Other Income/Expenses Net-243,57918,850
 

Technical Analysis of Envestnet
The psychology behind the price

Technical indicators reflecting market sentiment and the collective psychology of you and other traders. Your emotions and other traders' emotions, such as fear and greed, play a significant role in driving price movements.

General trend

First of all, I'm going to put something in the back of your mind. One of the most stable factors that gives you more confidence as a trader: the general trend of Envestnet. The general trend of Envestnet is BULLISH with 85.7% confidence. It is very important for your mental being to use each indicator with this in mind. But beware, also the general trend flips once in a while! You can use moving averages to determine Envestnet's overall trend. For convenience I use the most commonly used moving averages: 20, 50, 100 & 200. Of course you can use other moving averages or other indicators to determine the trend.

Indicator phases

Some of the indicators I use have 3 zones: overbought, oversold and neutral. Transitions between these zones (market phases) provide valuable trading signals and insights. Expecially with the general trend mind, I use the highlighted phases:

Indicator zone transitionsBullish trend (85.7%) Bearish trend (-85.7%)
Overbought to neutralBullish pullback=Bearish reversal
Upper to lower neutralBullish correction=Bearish continuation
Nuetral to oversoldOversold=Oversold
Oversold to neutralBullish reversal=Bearish correction
Lower to upper neutralBullish continuation=Bearish pullback
Nuetral to overboughtOverbought=Overbought

1. Price Targets

1.1 Support & Resistance

Support and resistance are levels on a price chart that act as barriers or zones where the price of an asset tends to stop, reverse, or experience a significant amount of buying or selling pressure.

Support is a price level at which demand for an asset is strong enough to prevent the price from falling further.
Resistance is a price level at which selling pressure becomes significant enough to prevent the price of an asset from rising further.


Score

Let's take a look at the Support & Resistance of Envestnet Inc.

The long score for the Support & Resistance is 0/1.
The longshort score for the Support & Resistance is 0/(-1 +1).

  • Between support/resistance: The price is trading between support and resistance lines.

The bullish price targets are: 63.31 < 63.31 < 66.50.

The bearish price targets are: 55.88 > 52.70 > 48.60.

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Envestnet Inc Daily Support & Resistance Chart

2. Trend Indicators

2.1 Moving Averages

Shows the moving average of the selected period.

  • Moving averages are lagging trend indicators.
  • There are many types of moving averages.
  • Moving averages are also used within other indicators.

Score

Let's take a look at the Moving Averages of Envestnet Inc. The current mas is .

The long score for the Moving Averages is 13/14.
The longshort score for the Moving Averages is 12/(-14 +14).

  • MA 20 trending up: The MA 20 is trending up. +1
  • Close > MA 20: The price is above the MA 20. +1
  • MA 20 > MA 50: The MA 20 is higher than the MA 50. +1
  • MA 20 > MA 100: The MA 20 is higher than the MA 100. +1
  • MA 20 > MA 200: The MA 20 is higher than the MA 200. +1
  • MA 50 trending up: The MA 50 is trending up. +1
  • Close > MA 50: The price is above the MA 50. +1
  • MA 50 > MA 100: The MA 50 is higher than the MA 100. +1
  • MA 50 > MA 200: The MA 50 is higher than the MA 200. +1
  • MA 100 trending up: The MA 100 is trending up. +1
  • Close > MA 100: The price is above the MA 100. +1
  • MA 100 < MA 200: The MA 100 is lower than the MA 200. -1
  • MA 200 trending up: The MA 200 is trending up. +1
  • Close > MA 200: The price is above the MA 200. +1

Directionalities and relatives.

Moving AverageAmount of candlesTrendPrice +/-vs. MA 50vs. MA 100vs. MA 200
MA 2020
MA 5050-
MA 100100--
MA 200200---

Explanation: https://www.youtube.com/watch?v=xwW8h0lrQ-I

Envestnet Inc Daily Moving Averages Chart
2.2 Moving Average Convergence/Divergence (MACD)

Shows the momentum of the selected period based on two moving averages.

  • MACD is a lagging momentum indicator.
  • Uses two moving averages.
  • Can show buy or sell signals based on momentum.
  • Can show overbought. and oversold. levels.

Score

Let's take a look at the Moving Average Convergence/Divergence (MACD) of Envestnet Inc. The current macd is 1.4841401.

The long score for the Moving Average Convergence/Divergence (MACD) is 4/4.
The longshort score for the Moving Average Convergence/Divergence (MACD) is 4/(-4 +4).

  • MACD line > signal line: The MACD line is above the signal line, which indicates a bullish signal in the market. This means that the positive momentum is currently stronger than the average momentum, suggesting that buyers are more active than sellers, and there's a higher probability of the Envestnet price going up in the near term. +2
  • MACD > 0: The MACD is above the zero line (centerline), it indicates a bullish signal for Envestnet. This means that the short-term moving average is higher than the long-term moving average, signaling positive momentum and suggesting a higher likelihood of the Envestnet price continuing to rise in the near future. It indicates that buyers are gaining control, and there is optimism in the market, leading to potential price increases. +1
  • Trending up: The MACD line is trending up. This indicates that the short-term moving average is rising faster than the long-term moving average, suggesting positive momentum in the market. This signals that buyers are becoming more active and confident, leading to potential price increases as traders anticipate further gains and are willing to buy at higher prices. +1
Envestnet Inc Daily Moving Average Convergence/Divergence (MACD) ChartEnvestnet Inc Daily Moving Average Convergence/Divergence (MACD) Chart
2.3 Directional Movement Index (DMI)

The DMI is a collection of 3 indicators: +DI (Plus Direction Indicator), -DI (Minus Direction Indicator) and ADX (Average Directional Index). The ADX helps you determine the strength of a trend.


Score

Let's take a look at the Directional Movement Index (DMI) of Envestnet Inc. The current adx is 30.72.

The long score for the Directional Movement Index (DMI) is 4/7.
The longshort score for the Directional Movement Index (DMI) is 4/(-7 +7).

  • PLUS_ID > MINUS_DI: The +DI line is above the -DI line. This indicates a bullish signal in the market, as the positive directional movement is currently stronger than the negative directional movement, showing that buyers have the upper hand. Market psychology suggests that traders are optimistic, expecting further price increases, and are more willing to buy Envestnet shares, leading to potential upward momentum in its price. +1
  • PLUS_ID > MINUS_DI && ADX > 25 && ADX trending up: The ADX is above 25 and indicates a strong bullish trend. The ADX is trending up, so the bullish trend is strengthening.
Envestnet Inc Daily Directional Movement Index (DMI) Chart
2.4 Parabolic SAR

Shows the current trend and potential entry and exit signals.

  • Parabolic SAR (stop and reverse) is a lagging trend indicator.
  • Shows the current trend.
  • Shows potential entry signals.
  • Shows  potential exit signals.
  • Can be used to place trailing stoplosses..

Score

Let's take a look at the Parabolic SAR of Envestnet Inc. The current sar is 54.88.

The long score for the Parabolic SAR is 1/1.
The longshort score for the Parabolic SAR is 1/(-1 +1).

  • Close > SAR: The price is above the SAR. It's generally considered a bullish signal. +1
Envestnet Inc Daily Parabolic SAR Chart

3. Momentum Indicators

3.1 Relative Strength Index (RSI)

Measures the speed and change of price movements.

  • Leading momentum indicator, meaning the signals are instant.
  • Ranges between 0 and 100.
  • Above 70 is considered overbought.
  • Below 30 is considered oversold.
  • Above or below 50 can also be used to determine price trend or support and resistance.
  • RSI divergence looks at a deviation between RSI and price movement. Penketrading automatically calculates RSI divergences.
  • Can be used in many different ways

Score

Let's take a look at the Relative Strength Index (RSI) of Envestnet Inc. The current rsi is 65.74. The current phase is Continuation in bull market.

The long score for the Relative Strength Index (RSI) is 4/13.
The longshort score for the Relative Strength Index (RSI) is 4/(-13 +13).

  • Continuation in bull market: Uptrend continues after a consolidation or pullback. Hold or add to existing positions.
  • Trending up: The RSI is trending up. +1
Envestnet Inc Daily Relative Strength Index (RSI) ChartEnvestnet Inc Daily Relative Strength Index (RSI) Chart
3.2 Stochastic Oscillator

Compares a certain price to multiple prices ranging over time.

  • Leading momentum indicator, meaning the signals are instant.
  • Used to determine overbought and oversold areas much like the RSI.
  • Ranges between 0 and 100.
  • Above 80 is considered overbought.
  • Below 20 is considered oversold.
  • Consists of two lines named K and D.
  • K compares the highest high and lowest low on the selected price range.
  • The D line is a moving average of the K line.
  • Can be used to spot divergences

Score

Let's take a look at the Stochastic Oscillator of Envestnet Inc. The current phase is Overbought in bull market.

The long score for the Stochastic Oscillator is 6/6.
The longshort score for the Stochastic Oscillator is 6/(-6 +6).

  • STOCH > 50: The STOCH %K is above 50. There are more buyers than sellers. +1
  • STOCH > 80: The STOCH %K is above 80 and overbought. +2
  • STOCH %K line > STOCH %D line: The STOCH %K line is above the STOCH %D line, which indicates a bullish signal in the market. This means that the positive momentum is currently stronger than the average momentum, suggesting that buyers are more active than sellers, and there's a higher probability of the Envestnet price going up in the near term. +2
  • Trending up: The STOCH %K is trending up. +1
Envestnet Inc Daily Stochastic Oscillator ChartEnvestnet Inc Daily Stochastic Oscillator Chart
3.3 Commodity Channel Index (CCI)

Measures the difference between the current price and the historical average price.

  • Lagging or leading Momentum indicator
  • When the CCI is above zero, the price is above the historical average
  • When the CCI is below zero, the price is below the historical average
  • Used for spotting trends
    • If the CCI moves from negative or near zero to positive 100 that might indicate an uptrend
    • If the CCI moves from positive or near zero to negative -100 that might indicate a downtrend

Score

Let's take a look at the Commodity Channel Index (CCI) of Envestnet Inc. The current cci is 112.98.

The long score for the Commodity Channel Index (CCI) is 1/1.
The longshort score for the Commodity Channel Index (CCI) is 1/(-1 +1).

  • CCI > 100: The CCI is above 100, it indicates that the price is significantly above its average, suggesting a potential overbought condition. +1
Envestnet Inc Daily Commodity Channel Index (CCI) ChartEnvestnet Inc Daily Commodity Channel Index (CCI) Chart
3.4 Chande Momentum Oscillator (CMO)

Measures the difference between the sum of recent gains and the sum of recent losses. Then divides the result by the sum of all price movements in that period.

  • Lagging momentum indicator
  • Ranges between +100 and -100
  • Considered overbought above +50
  • Considered oversold below -50
  • It's possible to add a moving average that acts as a signal line

Score

Let's take a look at the Chande Momentum Oscillator (CMO) of Envestnet Inc. The current cmo is 37.04.

The long score for the Chande Momentum Oscillator (CMO) is 1/1.
The longshort score for the Chande Momentum Oscillator (CMO) is 1/(-1 +1).

  • CMO > 0: The CMO is above 0, the momentum of the price is positive, indicating a potential uptrend in the price. +1
Envestnet Inc Daily Chande Momentum Oscillator (CMO) ChartEnvestnet Inc Daily Chande Momentum Oscillator (CMO) Chart
3.5 Williams %R

 Shows the current price relative to the highest high over the last 14 days.
 

  • Lagging momentum indicator
  • Ranging between 0 and -100
  • Above -20 is considered overbought
  • Below -80 is considered oversold
  • Is prone to give false signals

Score

Let's take a look at the Williams %R of Envestnet Inc. The current willr is -8.14814815.

The long score for the Williams %R is 1/1.
The longshort score for the Williams %R is 1/(-1 +1).

  • WILLR > -20: The Williams %R is above -20. This indicates that the price is in overbought territory, suggesting a potential price correction or trend reversal to the downside. +1
Envestnet Inc Daily Williams %R ChartEnvestnet Inc Daily Williams %R Chart

4. Volatility Indicators

4.1 Bollinger Bands

Shows if the price is to high or to low relative to an average.

  • Lagging volatility indicator
  • Uses 3 bands: one upper, one lower and one in the middle
  • Works best when the middle band reflects an intermediate trend (MA20).
  • When the price is moving closer to the upper band, the market might be overbought
  • When the price is moving closer to the lower band, the market might be oversold 

Score

Let's take a look at the Bollinger Bands of Envestnet Inc.

Envestnet Inc Daily Bollinger Bands Chart
4.2 Average True Range (ATR)
Measures market volatility
  • Leading volatility indicator
  • Can be used to determine stop-loss positions
  • Calculated by:
    • Current high minus the current low
    • Current high minus the previous close
    • Current low minus the previous close
  • The larger the range of the candles, the greater the ATR value

Score

Let's take a look at the Average True Range (ATR) of Envestnet Inc. The current atr is 1.67191394.

Envestnet Inc Daily Average True Range (ATR) ChartEnvestnet Inc Daily Average True Range (ATR) Chart

5. Volume Indicators

5.1 On-Balance Volume (OBV)

 Measures market volatility

  • Leading momentum indicator
  • Calculation:
    • If the closing price is above the previous closing price: OBV = previous OBV + current volume
    • If the closing price is below the previous closing price: OBV = previous OBV - current volume
    • If the closing price is the same as the previous closing price than the OBV is the same.
  • Can be used to confirm price trends
  • Can be used with divergences

Score

Let's take a look at the On-Balance Volume (OBV) of Envestnet Inc. The current obv is -9,903,313.

Envestnet Inc Daily On-Balance Volume (OBV) ChartEnvestnet Inc Daily On-Balance Volume (OBV) Chart
5.2 Money Flow Index (MFI)

Measures the flow of money in and out of a security

  • Lagging momentum indicator
  • Looks like RSI but uses volume as an extra metric (RSI only considers price)
  • Above 80 is considered overbought
  • Below 20 is considered oversold
  • Can be used with divergences

Score

Let's take a look at the Money Flow Index (MFI) of Envestnet Inc. The current mfi is 58.52.

The long score for the Money Flow Index (MFI) is 1/2.
The longshort score for the Money Flow Index (MFI) is 1/(-2 +2).

  • MFI > 50: +1
Envestnet Inc Daily Money Flow Index (MFI) ChartEnvestnet Inc Daily Money Flow Index (MFI) Chart

6. Summary

6.1. Notifications

TypeNotificationDate
PenkeCurrently no notifications for Envestnet Inc.

6.2. Trading Signals

Below you will find trading signals as the indicator is commonly used. This doesn't mean you should use it that way. Learn from these, but don't use them blindly. I recommend using at least 4 indicators, 1 from each category: trend, momentum, volatility and volume.

DateIndicatorSignal
2023-11-03SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2023-11-07STOCH LONG EXITThe %K line crosses below the %D line.
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
2023-11-09SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside
CCI SHORT ENTRY LONG CLOSE-100 crossover to downside
WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2023-11-13MACD SHORT ENTRY LONG CLOSEThe MACD line crosses below the signal line.
STOCH SHORT EXITThe %K line crosses above the %D line.
MFI SHORT ENTRY LONG CLOSE20 crossover to downside
2023-11-14ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
MFI LONG ENTRY SHORT CLOSE20 crossover to upside
2023-11-15MACD LONG ENTRY SHORT CLOSEThe MACD line crosses above the signal line.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2023-11-16STOCH LONG EXITThe %K line crosses below the %D line.
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
2023-11-17CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2023-11-20DMI LONG ENTRY SHORT CLOSEThe +DI crossed the -DI to the upside. The trend is reversing to an up trend.
SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2023-11-21STOCH LONG EXITThe %K line crosses below the %D line.
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2023-11-22DMI SHORT ENTRY LONG CLOSEThe +DI crossed the -DI to the downside. The trend is reversing to a down trend.
2023-11-24STOCH SHORT EXITThe %K line crosses above the %D line.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
MFI SHORT ENTRY LONG CLOSE20 crossover to downside
2023-11-27CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
MFI LONG ENTRY SHORT CLOSE20 crossover to upside
2023-11-29DMI LONG ENTRY SHORT CLOSEThe +DI crossed the -DI to the upside. The trend is reversing to an up trend.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2023-12-01DMI SHORT ENTRY LONG CLOSEThe +DI crossed the -DI to the downside. The trend is reversing to a down trend.
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2023-12-04DMI LONG ENTRY SHORT CLOSEThe +DI crossed the -DI to the upside. The trend is reversing to an up trend.
CCI LONG ENTRY SHORT CLOSE100 crossover to upside
2023-12-05STOCH LONG EXITThe %K line crosses below the %D line.
2023-12-06STOCH SHORT EXITThe %K line crosses above the %D line.
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2023-12-08BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
2023-12-11STOCH LONG EXITThe %K line crosses below the %D line.
2023-12-12STOCH SHORT EXITThe %K line crosses above the %D line.
BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
2023-12-13ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2023-12-14STOCH LONG EXITThe %K line crosses below the %D line.
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
MFI LONG ENTRY SHORT CLOSE80 crossover to upside
2023-12-15RSI SHORT ENTRY LONG CLOSE70 crossover to downside
MFI SHORT ENTRY LONG CLOSE80 crossover to downside
2023-12-18STOCH SHORT EXITThe %K line crosses above the %D line.
2023-12-20STOCH LONG EXITThe %K line crosses below the %D line.
MFI LONG ENTRY SHORT CLOSE80 crossover to upside
2023-12-21STOCH SHORT EXITThe %K line crosses above the %D line.
MFI SHORT ENTRY LONG CLOSE80 crossover to downside
2023-12-22STOCH LONG EXITThe %K line crosses below the %D line.
2023-12-26MFI LONG ENTRY SHORT CLOSE80 crossover to upside
2023-12-27MFI SHORT ENTRY LONG CLOSE80 crossover to downside
2023-12-28SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside
2024-01-03MACD SHORT ENTRY LONG CLOSEThe MACD line crosses below the signal line.
RSI SHORT ENTRY LONG CLOSE70 crossover to downside
2024-01-08SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
STOCH SHORT EXITThe %K line crosses above the %D line.
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2024-01-09CCI LONG ENTRY SHORT CLOSE100 crossover to upside
2024-01-10RSI SHORT ENTRY LONG CLOSE70 crossover to downside
STOCH LONG EXITThe %K line crosses below the %D line.
2024-01-11WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2024-01-17CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
2024-01-18SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside
2024-01-19STOCH SHORT EXITThe %K line crosses above the %D line.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2024-01-22SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
CCI LONG ENTRY SHORT CLOSE100 crossover to upside
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2024-01-24STOCH LONG EXITThe %K line crosses below the %D line.
2024-01-25STOCH SHORT EXITThe %K line crosses above the %D line.
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2024-01-29MACD LONG ENTRY SHORT CLOSEThe MACD line crosses above the signal line.
BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
2024-01-30MACD SHORT ENTRY LONG CLOSEThe MACD line crosses below the signal line.
RSI SHORT ENTRY LONG CLOSE70 crossover to downside
STOCH LONG EXITThe %K line crosses below the %D line.
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2024-02-01SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside
STOCH SHORT EXITThe %K line crosses above the %D line.
2024-02-05STOCH LONG EXITThe %K line crosses below the %D line.
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
2024-02-06STOCH SHORT EXITThe %K line crosses above the %D line.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2024-02-07STOCH LONG EXITThe %K line crosses below the %D line.
2024-02-09STOCH SHORT EXITThe %K line crosses above the %D line.
2024-02-12CCI LONG ENTRY SHORT CLOSE100 crossover to upside
2024-02-13STOCH LONG EXITThe %K line crosses below the %D line.
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2024-02-15STOCH SHORT EXITThe %K line crosses above the %D line.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2024-02-20DMI SHORT ENTRY LONG CLOSEThe +DI crossed the -DI to the downside. The trend is reversing to a down trend.
STOCH LONG EXITThe %K line crosses below the %D line.
CCI SHORT ENTRY LONG CLOSE-100 crossover to downside
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
BB LONG ENTRY SHORT CLOSEPrice closed below the lower band.
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2024-02-22STOCH SHORT EXITThe %K line crosses above the %D line.
2024-02-23DMI LONG ENTRY SHORT CLOSEThe +DI crossed the -DI to the upside. The trend is reversing to an up trend.
SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2024-02-27STOCH LONG EXITThe %K line crosses below the %D line.
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
2024-02-29STOCH SHORT EXITThe %K line crosses above the %D line.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2024-03-01STOCH LONG EXITThe %K line crosses below the %D line.
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
2024-03-04STOCH SHORT EXITThe %K line crosses above the %D line.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2024-03-07MACD LONG ENTRY SHORT CLOSEThe MACD line crosses above the signal line.
CCI LONG ENTRY SHORT CLOSE100 crossover to upside
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2024-03-08BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
2024-03-12STOCH LONG EXITThe %K line crosses below the %D line.
2024-03-18STOCH SHORT EXITThe %K line crosses above the %D line.
2024-03-20CCI LONG ENTRY SHORT CLOSE100 crossover to upside
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2024-03-21BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
2024-03-22STOCH LONG EXITThe %K line crosses below the %D line.
2024-03-25STOCH SHORT EXITThe %K line crosses above the %D line.
2024-03-26STOCH LONG EXITThe %K line crosses below the %D line.
2024-03-27STOCH SHORT EXITThe %K line crosses above the %D line.
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside

6.3. Candlestick Patterns

Envestnet Inc Daily Candlestick Chart
DateCandlestick Pattern

6.4. Technical Score

Let's check the technical score of Envestnet Inc based on Penke's default Symbol scanner.

Penke's Symbol Scanner

  
  
IndicatorConditionValue
RsiGreater than5065.742
Ma 20Greater thanMa 5054.344
Ma 50Greater thanMa 10052.518
Ma 100Greater thanMa 20047.860
OpenGreater thanClose56.920
Total3/5 (60.0%)
Penke

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