Envestnet, Inc., together with its subsidiaries, provides wealth management software and services in the United States and internationally. It operates through Envestnet Wealth Solutions and Envestnet Data & Analytics segments. The company's product and services include Envestnet | Enterprise, which provides an end-to-end open architecture wealth management platform, as well as offers data aggregation and reporting, data analytics, and digital advice capabilities; Envestnet | Tamarac that 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. It also provides Envestnet | Retirement Solutions, which offer a suite of services for advisor-sold retirement plans; and Envestnet | Portfolio Management Consultants that provide research and consulting services to assist advisors in creating investment solutions for their clients, and portfolio overlay and tax optimization services, as well as data aggregation and data intelligence platform, which offers cloud-based innovation for digital financial services. Envestnet, Inc. was founded in 1999 and is headquartered in Chicago, Illinois.

Envestnet, Inc.

Amicorp Group provides innovative and bespoke financial solutions aimed at helping businesses, asset managers, and individual investors to navigate complex macro environments. The company's services include capital markets and asset management solutions, corporate management, fiduciary, and compliance services, as well as fund setup and regulatory support.

Amicorp Group

Netrex Capital Markets provides outsourced capital markets services, focusing on securing financing options and facilitating transactions for clients.

Netrex Capital Markets

Envestnet provides a network of data-driven services, products, tools, and technologies to enable financial wellness.

Metric
Company Name	Envestnet, Inc.	Amicorp Group	Netrex Capital Markets
Symbol	ENV
MSH ID	COM:ENVESTNET	COM:AMICORP	COM:NETREXCAPITALMARKETS
Market	STOCKS	PRIVATE	PRIVATE
Sector	Technology	Financial Services & Finance	Financial Services & Finance
Industry	Software - Application	Financial Services	Capital Markets
Country	US	NL	US
Stage
Employee Count	3.07K
Website	envestnet.com	amicorp.com	netrexcapitalmarkets.com
LinkedIn
Founders

Metric
Market Cap	3.40B
Enterprise Value
Monthly Web Traffic		37.32K
Web Traffic Growth		-0.41
Valuation
Raised Capital

Metric
Revenue	1.25B
Revenue (LTM)
Revenue (NTM)
Gross Profit	197.45M
EBITDA	140.89M
Operating Income	10.58M
Net Income	-238.72M
EPS	-4.38
Diluted EPS	-4.38
Revenue 2022
Revenue 2023
Revenue 2024
Revenue 2025
Revenue 2026

Metric
Revenue Growth (LTM)
Revenue Growth (NTM)
Gross Profit Growth (LTM)
EBITDA Growth (LTM)
Net Income Growth (LTM)
14-Day Growth Score
28-Day Growth Score
90-Day Growth Score
365-Day Growth Score

Metric
Gross Profit Margin	0.96
Operating Profit Margin	-0.12
EBITDA Margin	0.11
Net Profit Margin	-0.15
Return on Equity	-0.30
Return on Assets	-0.10
Return on Capital Employed	-0.10

COM:ENVESTNET

Envestnet

Last Close

63.09

22/11 21:00

Market Cap

3.40B

Beta: -

Volume Today

5.14M

Avg: -

Company Overview

Market Metrics

Financial Performance

Growth Metrics

Profitability Ratios

Valuation Multiples

Operational Metrics

Cash Flow Metrics

Balance Sheet Metrics

Efficiency Metrics

Metric
P/E Ratio	-29.32
P/B Ratio	3.74
Revenue Multiple (LTM)
Revenue Multiple (NTM)
EBITDA Multiple (LTM)
EBITDA Multiple (NTM)
Price to Sales Ratio	2.99
EV Multiple	-0.01

Metric
Days Sales Outstanding	33.08
Days Payables Outstanding	178.58
Days Inventory Outstanding
Operating Cycle	38.92
Cash Conversion Cycle	38.92
Asset Turnover	169.69

Metric
Operating Cash Flow	154.87M
Free Cash Flow	24.57M
Cash Flow to Debt	0.23
Operating Cash Flow/Sales	0.16
Free Cash Flow Yield	-0.01

Metric
Cash & Equivalents	91.38M
Accounts Receivable	-20.58M
Inventory
Goodwill	806.56M
Debt to Capitalization	0.63
Debt to Assets	0.49
Current Ratio	0.75
Quick Ratio	1.19

Metric
Rule of 40 (LTM)
Rule of 40 (NTM)
Stock Comp to Revenue	0.06
R&D to Revenue
SG&A to Revenue	0.56