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

Netrex Capital Markets

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.

Guggenheim Partners, LLC provides investment consulting, securities, and institutional finance services. The firm also engages in retail real estate investments.

Guggenheim Partners, LLC

Horizon M&A Advisors provides guidance for business owners seeking to sell their businesses or grow through acquisitions, offering tailored advice and strategic opportunities to maximize value.

Metric
Company Name	Netrex Capital Markets	Envestnet, Inc.	Guggenheim Partners, LLC	Horizon M&A Advisors
Symbol		ENV
MSH ID	COM:NETREXCAPITALMARKETS	COM:ENVESTNET	COM:GUGGENHEIMPARTNERS	COM:HORIZONMAA
Market	PRIVATE	STOCKS	PRIVATE	PRIVATE
Sector	Financial Services & Finance	Technology	Financial Services & Finance	Commercial & Professional Services
Industry	Capital Markets	Software - Application	Investment Management	Financial Services
Country	US	US	US	US
Stage
Employee Count		3.07K
Website	netrexcapitalmarkets.com	envestnet.com	guggenheimpartners.com	horizonmaa.com
LinkedIn
Founders

Metric
Market Cap		3.40B
Enterprise Value
Monthly Web Traffic
Web Traffic Growth
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:NETREXCAPITALMARKETS

Netrex Capital Markets

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