Company Quick10K Filing
Envestnet
10-Q 2020-03-31 Filed 2020-05-08
10-K 2019-12-31 Filed 2020-02-28
10-Q 2019-09-30 Filed 2019-11-08
10-Q 2019-06-30 Filed 2019-08-08
10-Q 2019-03-31 Filed 2019-05-09
10-K 2018-12-31 Filed 2019-03-01
10-Q 2018-09-30 Filed 2018-11-08
10-Q 2018-06-30 Filed 2018-08-08
10-Q 2018-03-31 Filed 2018-05-10
10-K 2017-12-31 Filed 2018-02-28
10-Q 2017-09-30 Filed 2017-11-09
10-Q 2017-06-30 Filed 2017-08-09
10-Q 2017-03-31 Filed 2017-05-10
10-K 2016-12-31 Filed 2017-03-24
10-Q 2016-09-30 Filed 2016-11-09
10-Q 2016-06-30 Filed 2016-08-09
10-Q 2016-03-31 Filed 2016-05-06
10-K 2015-12-31 Filed 2016-02-29
10-Q 2015-09-30 Filed 2015-11-09
10-Q 2015-06-30 Filed 2015-08-10
10-Q 2015-03-31 Filed 2015-05-08
10-K 2014-12-31 Filed 2015-03-02
10-Q 2014-09-30 Filed 2014-11-07
10-Q 2014-06-30 Filed 2014-08-11
10-Q 2014-03-31 Filed 2014-05-09
10-K 2013-12-31 Filed 2014-03-17
10-Q 2013-09-30 Filed 2013-11-07
10-Q 2013-06-30 Filed 2013-08-09
10-K 2013-03-31 Filed 2013-06-14
10-Q 2013-03-31 Filed 2013-06-14
10-Q 2012-09-30 Filed 2012-11-08
10-Q 2012-06-30 Filed 2012-08-09
10-Q 2012-03-31 Filed 2012-05-09
10-K 2011-12-31 Filed 2012-03-09
10-Q 2011-09-30 Filed 2011-11-09
10-Q 2011-06-30 Filed 2011-08-10
10-Q 2011-03-31 Filed 2011-05-06
10-K 2010-12-31 Filed 2011-03-18
10-Q 2010-09-30 Filed 2010-11-05
10-Q 2010-06-30 Filed 2010-09-03
8-K 2020-05-14 Shareholder Vote
8-K 2020-05-07 Earnings, Exhibits
8-K 2020-03-30 Officers, Other Events, Exhibits
8-K 2020-02-20 Earnings, Exhibits
8-K 2019-12-06 Exhibits
8-K 2019-11-07 Earnings, Exhibits
8-K 2019-10-03 Officers, Other Events, Exhibits
8-K 2019-09-27 Enter Agreement, Off-BS Arrangement
8-K 2019-08-07 Earnings, Exhibits
8-K 2019-07-11 Exhibits
8-K 2019-05-16 Shareholder Vote
8-K 2019-05-08 Earnings, Exhibits
8-K 2019-05-01 M&A, Sale of Shares, Other Events, Exhibits
8-K 2019-04-01 M&A, Exhibits
8-K 2019-03-14 Enter Agreement, Regulation FD, Exhibits
8-K 2019-02-21 Earnings, Exhibits
8-K 2019-01-09 Officers, Regulation FD, Exhibits
8-K 2018-12-20 Enter Agreement, Sale of Shares, Other Events, Exhibits
8-K 2018-11-27 Enter Agreement, Sale of Shares, Other Events, Exhibits
8-K 2018-11-07 Earnings, Exhibits
8-K 2018-10-24 Officers
8-K 2018-08-07 Earnings, Exhibits
8-K 2018-05-25 Enter Agreement, Off-BS Arrangement, Sale of Shares, Other Events, Exhibits
8-K 2018-05-24 Enter Agreement, Off-BS Arrangement, Exhibits
8-K 2018-05-22 Other Events, Exhibits
8-K 2018-05-21 Other Events, Exhibits
8-K 2018-05-10 Shareholder Vote
8-K 2018-05-09 Earnings, Exhibits
8-K 2018-02-22 Earnings, Exhibits
8-K 2018-01-02 M&A, Other Events, Exhibits

Envestnet Financials

ENV Metrics, Comps, Filings

Quarterly | Annual

Business

Envestnet is a leading provider of intelligent systems for wealth management and financial wellness. Envestnet's unified technology enhances advisor productivity and strengthens the wealth management process. Envestnet empowers enterprises and advisors to more fully understand their clients and deliver better outcomes.

More than 3,500 companies, including 15 of the 20 largest U.S. banks, 43 of the 50 largest wealth management and brokerage firms, over 500 of the largest registered investment advisers ("RIA"), and hundreds of Internet services companies, leverage Envestnet technology and services. Envestnet solutions enhance knowledge of the client, accelerate client on-boarding, improve client digital experiences, and help drive better outcomes for enterprises, advisors and their clients.

Founded in 1999, Envestnet has been a leader in helping transform wealth management, working towards its goal of building a holistic financial wellness network that supports enterprises, advisors and their clients.


Valuation ($BB)

Market Cap, Enterprise Value

Balance Sheet ($BB)

Assets, Equity

Income Statement ($BB Quarterly)

Revenue, G Profit, Net Income

Cash Flow ($BB Quarterly)

Ops, Inv, Fin

Comps ($MM TTM) Market Cap Gross Margin EV/EBITDA Ret on Assets Assets Liabilities Revenue G Profit Net Income EBITDA EV
Trinet Group (TNET) 4,652 23% 17.2 9% 2,245 1,768 3,755 870 193 235 4,050
Ritchie Bros Auctioneers (RBA) 4,292 64% 18.5 6% 2,358 1,515 1,342 864 133 245 4,530
HealthEquity (HQY) 4,032 63% 51.5 2% 2,560 1,542 407 257 53 99 5,107
HMS Holdings (HMSY) 3,319 26% 19.8 9% 1,197 363 619 163 103 153 3,039
Envestnet (ENV) 2,988 52% 131.4 -1% 1,787 926 870 455 -21 22 2,916
Sotheby's (BID) 2,655 0% 22.0 4% 2,311 1,869 1,003 0 82 145 3,190
WNS (WNS) 2,617 0% 786 233 0 0 0 0 2,573
EXL Service (EXLS) 2,287 34% 21.6 4% 1,146 498 969 327 50 113 2,438
WageWorks (WAGE) 2,068 67% 18.8 1% 1,629 957 456 307 12 75 1,406
Ctrip (CTRP) 2,016 0% 185,830 97,097 0 0 0 0 342
Viad (VVI) 1,649 0% 18.5 2% 1,286 748 1,347 0 28 104 1,917
Cardtronics (CATM) 1,427 26% 37.7 2% 1,829 1,481 1,338 346 40 52 1,974
NIC (EGOV) 1,368 0% 15.0 13% 380 140 346 0 50 77 1,159
Conduent (CNDT) 1,323 21% -1.0 -26% 5,114 3,104 3,368 724 -1,353 -1,069 1,087
CBIZ (CBZ) 1,302 15% 12.3 5% 1,397 741 944 140 71 111 1,362
stamps.com (STMP) 1,298 74% 9.7 9% 864 242 581 431 82 125 1,208
Tabula Rasa Healthcare (TRHC) 1,216 29% 1,416.0 -5% 499 314 269 78 -26 1 1,490
LendingClub (LC) 1,210 0% 2.6 -1% 3,050 2,162 752 0 -44 280 735
GreenSky (GSKY) 1,158 20% 8.5 13% 897 964 506 100 114 133 1,128
Radware (RDWR) 1,033 0% 533 169 0 0 0 0 988

Balance Sheet ($MM)2011-06-302011-09-302011-12-312012-03-312012-06-302012-09-302013-03-312013-06-302013-09-302013-12-312014-03-312014-06-302014-09-302014-12-312015-03-312015-06-302015-09-302015-12-312016-03-312016-06-302016-09-302016-12-312017-03-312017-06-302017-09-302017-12-312018-03-312018-06-302018-09-302018-12-312019-03-312019-06-302019-09-30
Cash798465711321304037505364106210210199208523739515339284960461341542902467872
Accounts Receivable9910991191319202225252026292547354342444550505267646568667264
Inventory
PP&E111111113233343638404245483436394166667179788388939099100106107110121127
Assets1491531381391531581621762092212252402884394594864988868568618708728548408628621,0821,1551,1831,3141,3711,8121,787
Accounts Payable2222333456778556510101610111312131118212120251513
Long-Term Debt0
Liabilities394022213134364166737277113236241247247445421428434458449436452424625653670681749959926
Stockholders' Equity110113116118122124126135143148153163173201216237248440434431435413404403409436455500512634623855862
Income Statement ($MM)2011-06-302011-09-302011-12-312012-03-312012-06-302012-09-302013-03-312013-06-302013-09-302013-12-312014-03-312014-06-302014-09-302014-12-312015-03-312015-06-302015-09-302015-12-312016-03-312016-06-302016-09-302016-12-312017-03-312017-06-302017-09-302017-12-312018-03-312018-06-302018-09-302018-12-312019-03-312019-06-302019-09-30
Revenue313231333942445670747993899796103103118132142149155158176176183198201203210200224236
Cost of Revenue1111101214151620303234423939394241394045474849565658636865627272
Gross Profit2021202125272836404244514958586062799297102107109120120125135133138138152164
R&D
SG&A566798810121412131316141615272628263531333131333635414242
Tax2100-0003101223223-2-2-3-226411221125-28-7
Net Income2221-11-01113444333-11-22-4-33-13-6-1188-63-181-3
Cash Flow ($MM)2011-06-302011-09-302011-12-312012-03-312012-06-302012-09-302013-03-312013-06-302013-09-302013-12-312014-03-312014-06-302014-09-302014-12-312015-03-312015-06-302015-09-302015-12-312016-03-312016-06-302016-09-302016-12-312017-03-312017-06-302017-09-302017-12-312018-03-312018-06-302018-09-302018-12-312019-03-312019-06-302019-09-30
Cash Operating6655996146121721-3721-11412262593637-14242-131559
Cash Investing-2-25-0-66-2-2-2-3-3-4-3-60-6-25-9-305-23-5-10-20-6-7-7-188-20-21-24-323-17
Cash Financing00130232-142714396-3150-6-5-4-3-16-8-1917367-1-7140-49