Envestnet Intrinsic Value – Envestnet Receives ‘Moderate Buy’ Rating from Analysts
December 28, 2023

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Envestnet ($NYSE:ENV), Inc. is a leading provider of intelligent digital advice, world-class investment and practice management solutions, and more to financial advisors and institutions. Recently, analysts have given the company an average recommendation of “Moderate Buy”. This rating indicates that the stock is expected to outperform other stocks in the market in the short term, but also has moderate downside risk. Analysts have noted that Envestnet has seen strong revenue growth in recent years, which has been driven largely by its digital advice and practice management solutions.
Additionally, Envestnet has made significant investments in its technology capabilities, which should further support its long-term growth prospects. Finally, the company is well-positioned to benefit from the continued shift toward digital advice, as more investors and advisors adopt these technologies. Overall, analysts believe that Envestnet has a solid long-term growth potential, and this has been reflected in their “Moderate Buy” rating. While there is some downside risk to the stock in the short term, analysts believe that it should continue to outperform the market over the long term.
Stock Price
On Tuesday, Envestnet (ENVESTNET) stock opened at $50.0 and closed at $49.8, up by 0.2% from previous closing price of 49.7. This increase came after analysts gave the company a ‘Moderate Buy’ rating. Analysts have cited several factors as to why they gave ENVESTNET a ‘Moderate Buy’ rating. They noted the company’s strong fundamentals, including a strong financial position and strong customer base. They also highlighted Envestnet’s ability to deploy innovative technology platforms and services to its growing customer base in both the retail and institutional markets.
Additionally, analysts praised the company’s commitment to its investors, citing its recent dividend increase and share repurchase program as evidence of this commitment. Overall, analysts have given ENVESTNET stock a positive rating, citing strong fundamentals and innovative technology as reasons for their positive outlook. With the stock increasing in value since the start of the month, investors should continue to keep an eye on ENVESTNET’s progress in the coming weeks. Live Quote…
About the Company
Income Snapshot
Below shows the total revenue, net income and net margin for Envestnet. More…
| Total Revenues | Net Income | Net Margin |
| 1.22k | -92.06 | -7.5% |
Cash Flow Snapshot
Below shows the cash from operations, investing and financing for Envestnet. More…
| Operations | Investing | Financing |
| 110.08 | -149.54 | -159.52 |
Balance Sheet Snapshot
Below shows the total assets, liabilities and book value per share for Envestnet. More…
| Total Assets | Total Liabilities | Book Value Per Share |
| 2.03k | 1.28k | 13.61 |
Key Ratios Snapshot
Some of the financial key ratios for Envestnet are shown below. More…
| 3Y Rev Growth | 3Y Operating Profit Growth | Operating Margin |
| 7.8% | 42.0% | -4.3% |
| FCF Margin | ROE | ROA |
| -1.3% | -4.5% | -1.6% |
Analysis – Envestnet Intrinsic Value
At GoodWhale, we conducted an analysis of ENVESTNET‘s wellbeing. Using our proprietary Valuation Line, we calculated the intrinsic value of ENVESTNET share to be around $66.4. However, ENVESTNET stock is currently traded at just $49.8, a 25.0% discount to its intrinsic value. This presents a great opportunity for investors to purchase stocks at a discounted price. We believe that ENVESTNET is a great investment opportunity and urge investors to take advantage of this discount while they still can. More…

Peers
The competition between Envestnet Inc and its competitors is fierce. Each company is vying for market share and customer loyalty. Envestnet Inc has a strong product offering and a loyal customer base.
However, its competitors are not to be underestimated. Liquid Holdings Group Inc, Clearwater Analytics Holdings Inc, and Centergistic Solutions Inc are all viable competitors in the market.
– Liquid Holdings Group Inc ($OTCPK:LIQDQ)
Liquid Holdings Group Inc is a financial technology company that provides an integrated suite of cloud-based solutions for the global hedge fund and active trading markets. The company’s solutions include order and execution management, portfolio and risk management, and compliance and reporting. Liquid Holdings Group Inc is headquartered in New York, New York.
– Clearwater Analytics Holdings Inc ($NYSE:CWAN)
Clearwater Analytics Holdings Inc is a provider of cloud-based software solutions for the global insurance industry. The company’s software solutions are used by insurance companies and other financial institutions to manage their investment portfolios, including risk management and compliance. Clearwater’s software solutions are delivered through a software-as-a-service (SaaS) model and are available on a subscription basis.
Summary
Envestnet, Inc is a publicly traded financial technology company providing an integrated enterprise wealth management platform for financial advisors and institutions. Investment analysts have a moderate buy recommendation on the stock, indicating a favorable outlook for potential investors. The company’s platform provides portfolio management, reporting, equity trading, rebalancing, and risk management services.
Additionally, Envestnet provides financial advisors and institutions with data aggregation and analytics, and customer relationship management tools. The company’s range of services helps clients make informed decisions to meet their financial objectives and goals. Envestnet also provides a suite of digital solutions that allow clients to access their accounts online for tracking investments, setting up automated rebalancing, generating reports, and more. With the data driven insights that Envestnet provides, clients can better assess and manage their investments to maximize returns.
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