Envestnet, Inc.
NYSE:ENV
62.82 (USD) • At close November 1, 2024
Overview | Financials
Numbers are in millions (except for per share data and ratios) USD.
| 2024 Q2 | 2024 Q1 | 2023 Q4 | 2023 Q3 | 2023 Q2 | 2023 Q1 | 2022 Q4 | 2022 Q3 | 2022 Q2 | 2022 Q1 | 2021 Q4 | 2021 Q3 | 2021 Q2 | 2021 Q1 | 2020 Q4 | 2020 Q3 | 2020 Q2 | 2020 Q1 | 2019 Q4 | 2019 Q3 | 2019 Q2 | 2019 Q1 | 2018 Q4 | 2018 Q3 | 2018 Q2 | 2018 Q1 | 2017 Q4 | 2017 Q3 | 2017 Q2 | 2017 Q1 | 2016 Q4 | 2016 Q3 | 2016 Q2 | 2016 Q1 | 2015 Q4 | 2015 Q3 | 2015 Q2 | 2015 Q1 | 2014 Q4 | 2014 Q3 | 2014 Q2 | 2014 Q1 | 2013 Q4 | 2013 Q3 | 2013 Q2 | 2013 Q1 | 2012 Q4 | 2012 Q3 | 2012 Q2 | 2012 Q1 | 2011 Q4 | 2011 Q3 | 2011 Q2 | 2011 Q1 | 2010 Q4 | 2010 Q3 | 2010 Q2 | 2010 Q1 | 2009 Q4 | 2009 Q3 | 2009 Q2 | 2009 Q1 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue
| 348.273 | 324.95 | 317.632 | 316.847 | 312.434 | 298.707 | 292.874 | 306.695 | 318.852 | 321.363 | 319.621 | 303.053 | 288.738 | 275.105 | 263.819 | 252.559 | 235.313 | 246.539 | 239.936 | 236.08 | 224.445 | 199.666 | 210.08 | 203.156 | 201.116 | 198.011 | 182.862 | 175.614 | 167.417 | 157.786 | 155.48 | 149.155 | 141.708 | 131.821 | 118.435 | 103.367 | 102.663 | 96.454 | 96.803 | 88.577 | 84.829 | 78.539 | 74.398 | 69.88 | 51.632 | 46.625 | 44.379 | 42.283 | 37.962 | 32.642 | 30.542 | 32.04 | 31.334 | 29.262 | 27.603 | 24.57 | 24.247 | 21.632 | 21.795 | 19.728 | 17.72 | 18.681 |
| Cost of Revenue
| 294.15 | 4.872 | 121.014 | 119.538 | 123.497 | 108.989 | 106.588 | 110.108 | 126.482 | 125.282 | 120.524 | 109.836 | 100.494 | 92.869 | 83.602 | 78.545 | 68.849 | 74.933 | 73.216 | 71.87 | 72.08 | 61.645 | 67.875 | 64.964 | 67.627 | 62.934 | 58.006 | 56.07 | 55.735 | 49.226 | 48.271 | 47.259 | 44.902 | 40.158 | 39.101 | 41.027 | 42.486 | 38.695 | 38.564 | 39.111 | 37.955 | 34.437 | 32.37 | 30.154 | 19.638 | 16.808 | 15.956 | 15.088 | 13.549 | 11.526 | 10.357 | 11.429 | 10.917 | 10.128 | 9.321 | 7.405 | 7.698 | 7.02 | 6.93 | 6.264 | 5.51 | 5.92 |
| Gross Profit
| 54.123 | 320.078 | 196.618 | 197.309 | 188.937 | 189.718 | 186.286 | 196.587 | 192.37 | 196.081 | 199.097 | 193.217 | 188.244 | 182.236 | 180.217 | 174.014 | 166.464 | 171.606 | 166.72 | 164.21 | 152.365 | 138.021 | 142.205 | 138.192 | 133.489 | 135.077 | 124.856 | 119.544 | 111.682 | 108.56 | 107.209 | 101.896 | 96.806 | 91.663 | 79.334 | 62.34 | 60.177 | 57.759 | 58.239 | 49.466 | 46.874 | 44.102 | 42.028 | 39.726 | 31.994 | 29.817 | 28.423 | 27.195 | 24.413 | 21.116 | 20.185 | 20.611 | 20.417 | 19.134 | 18.282 | 17.165 | 16.549 | 14.612 | 14.865 | 13.464 | 12.21 | 12.761 |
| Gross Profit Ratio
| 0.155 | 0.985 | 0.619 | 0.623 | 0.605 | 0.635 | 0.636 | 0.641 | 0.603 | 0.61 | 0.623 | 0.638 | 0.652 | 0.662 | 0.683 | 0.689 | 0.707 | 0.696 | 0.695 | 0.696 | 0.679 | 0.691 | 0.677 | 0.68 | 0.664 | 0.682 | 0.683 | 0.681 | 0.667 | 0.688 | 0.69 | 0.683 | 0.683 | 0.695 | 0.67 | 0.603 | 0.586 | 0.599 | 0.602 | 0.558 | 0.553 | 0.562 | 0.565 | 0.568 | 0.62 | 0.64 | 0.64 | 0.643 | 0.643 | 0.647 | 0.661 | 0.643 | 0.652 | 0.654 | 0.662 | 0.699 | 0.683 | 0.675 | 0.682 | 0.682 | 0.689 | 0.683 |
| Reseach & Development Expenses
| 28.238 | 15.868 | 155.434 | 13.5 | 12.398 | 11.09 | 32.937 | 9.441 | 9.087 | 8.494 | 22.608 | 7.462 | 7.262 | 6.271 | 22.628 | 5.1 | 4.334 | 3.608 | 29.359 | 2.8 | 3.11 | 2.623 | 31.165 | 2.169 | 1.846 | 1.693 | 29.719 | 1.391 | 1.241 | 1.159 | 30.577 | 0.917 | 0.857 | 0.795 | 11.044 | 0.682 | 0.632 | 0.6 | 8.536 | 0.565 | 0.508 | 0.489 | 6.459 | 0.436 | 0.418 | 0.411 | 6.69 | 0.409 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| General & Administrative Expenses
| 52.924 | 52.065 | 154.267 | 162.397 | 170.443 | 167.834 | 179.48 | 164.225 | 191.911 | 171.184 | 170.922 | 149.232 | 147.303 | 137.029 | 140.239 | 133.407 | 134.013 | 151.54 | 125.567 | 137.603 | 145.707 | 127.241 | 111.37 | 115.234 | 114.299 | 116.269 | 96.145 | 99.704 | 93.474 | 96.079 | 96.145 | 86.495 | 85.884 | 88.343 | 70.916 | 47.855 | 47.468 | 45.744 | 45.815 | 39.261 | 38.093 | 35.609 | 35.935 | 33.048 | 27.156 | 26.111 | 23.322 | 22.882 | 22.233 | 17.458 | 15.659 | 15.835 | 15.645 | 15.022 | 14.799 | 14.371 | 14.265 | 15.199 | 12.517 | 10.951 | 10.388 | 10.633 |
| Selling & Marketing Expenses
| -12.425 | 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 | 0 | 0.645 | 0 | 0 | 0 | 0.675 | 0 | 0 | 0 | 1.028 | 0 | 0 | 0 | 1.504 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| SG&A
| 40.499 | 52.065 | 154.267 | 162.397 | 170.443 | 167.834 | 179.48 | 164.225 | 191.911 | 171.184 | 170.922 | 149.232 | 147.303 | 137.029 | 140.239 | 133.407 | 134.013 | 151.54 | 125.567 | 137.603 | 145.707 | 127.241 | 111.37 | 115.234 | 114.299 | 116.269 | 96.145 | 99.704 | 93.474 | 96.079 | 96.145 | 86.495 | 85.884 | 88.343 | 70.916 | 47.855 | 47.468 | 45.744 | 45.815 | 39.261 | 38.093 | 35.609 | 35.935 | 33.048 | 27.156 | 26.111 | 23.322 | 22.882 | 22.233 | 17.458 | 15.659 | 15.835 | 15.645 | 15.022 | 14.799 | 14.371 | 14.265 | 15.199 | 12.517 | 10.951 | 10.388 | 10.633 |
| Other Expenses
| -4.788 | 259.305 | 10.04 | -4.369 | -7.402 | -7.935 | 33.34 | 33.408 | 32.182 | 31.618 | -5.377 | -3.551 | -3.784 | -3.253 | -8.94 | -8.836 | -8.173 | -1.537 | -8.934 | -9.813 | -7.512 | -5.763 | -6.525 | -6.118 | -5.43 | -5.254 | -4.271 | -3.986 | -4.369 | -5.483 | -3.832 | -4.434 | -4.831 | -3.949 | -3.204 | -2.347 | -2.251 | -2.203 | -0.088 | -0.011 | 1.839 | 0.081 | 4.663 | 4.467 | 0.182 | 3.118 | 3.384 | 3.393 | 3.224 | 2.399 | 1.7 | 1.55 | 1.578 | 1.548 | 1.493 | 1.451 | 1.428 | 1.331 | 1.209 | 1.167 | 1.076 | 1.047 |
| Operating Expenses
| 40.499 | 311.37 | 183.513 | 196.708 | 204.249 | 200.775 | 212.82 | 197.633 | 224.093 | 202.802 | 200.437 | 179.082 | 177.313 | 165.421 | 168.823 | 162.358 | 162.456 | 179.223 | 153.671 | 164.338 | 172.622 | 146.758 | 130.702 | 134.797 | 133.484 | 135.815 | 112.173 | 115.196 | 108.939 | 111.914 | 110.272 | 103.187 | 102.984 | 104.423 | 81.663 | 54.012 | 53.193 | 51.077 | 51.176 | 43.514 | 42.708 | 40.031 | 40.598 | 37.515 | 30.237 | 29.229 | 26.706 | 26.275 | 25.457 | 19.857 | 17.359 | 17.385 | 17.223 | 16.57 | 16.292 | 15.822 | 15.693 | 16.53 | 13.726 | 12.118 | 11.464 | 11.68 |
| Operating Income
| 13.624 | 8.708 | -178.713 | 0.601 | -15.312 | -11.057 | -26.534 | -1.046 | -31.723 | -6.721 | -1.34 | 14.135 | 10.931 | 16.815 | 11.394 | 11.656 | 4.008 | -7.617 | 13.049 | -0.128 | -20.257 | -8.737 | 11.503 | 3.395 | 0.005 | -0.738 | 12.686 | 4.348 | 2.743 | -3.354 | -3.063 | -1.291 | -6.33 | -12.76 | -2.484 | 8.328 | 6.466 | 6.682 | 7.063 | 5.952 | 4.166 | 4.071 | 1.43 | 1.737 | 1.757 | 0.588 | 1.717 | 0.92 | -1.132 | 1.232 | 2.445 | 3.226 | 3.151 | 2.554 | 1.944 | 1.247 | 0.789 | -2.67 | 1.139 | 1.346 | 0.746 | 1.081 |
| Operating Income Ratio
| 0.039 | 0.027 | -0.563 | 0.002 | -0.049 | -0.037 | -0.091 | -0.003 | -0.099 | -0.021 | -0.004 | 0.047 | 0.038 | 0.061 | 0.043 | 0.046 | 0.017 | -0.031 | 0.054 | -0.001 | -0.09 | -0.044 | 0.055 | 0.017 | 0 | -0.004 | 0.069 | 0.025 | 0.016 | -0.021 | -0.02 | -0.009 | -0.045 | -0.097 | -0.021 | 0.081 | 0.063 | 0.069 | 0.073 | 0.067 | 0.049 | 0.052 | 0.019 | 0.025 | 0.034 | 0.013 | 0.039 | 0.022 | -0.03 | 0.038 | 0.08 | 0.101 | 0.101 | 0.087 | 0.07 | 0.051 | 0.033 | -0.123 | 0.052 | 0.068 | 0.042 | 0.058 |
| Total Other Income Expenses Net
| -93.959 | -6.664 | -181.778 | -4.369 | -7.402 | -7.935 | -2.704 | -5.346 | 1.622 | -5.967 | -5.377 | -3.551 | -3.784 | -3.253 | -8.94 | -8.836 | -8.173 | -1.537 | -8.934 | -9.813 | -7.512 | -5.763 | -6.525 | -6.118 | -5.43 | -5.254 | -4.271 | -3.986 | -4.369 | -5.483 | -3.832 | -4.434 | -4.983 | -3.949 | -3.359 | -2.347 | -2.769 | -2.203 | -0.088 | -0.011 | 1.839 | 0.081 | 0.005 | -0.474 | 0.182 | 0.005 | 0.003 | 0.003 | -0.088 | -0.027 | -1.564 | -0.008 | 1.058 | -0.007 | -0.041 | -0.089 | -0.07 | -0.749 | -3.588 | 0.009 | 0.007 | -0.017 |
| Income Before Tax
| -80.335 | 2.044 | -187.523 | -3.768 | -22.714 | -18.992 | -29.238 | -6.392 | -30.101 | -12.688 | -6.717 | 10.584 | 7.147 | 9.347 | 2.454 | 2.82 | -4.165 | -9.154 | 4.115 | -9.941 | -27.769 | -14.5 | 4.978 | -2.723 | -5.425 | -5.992 | 8.412 | 0.362 | -1.626 | -8.837 | -6.895 | -5.725 | -11.161 | -16.709 | -5.688 | 5.981 | 4.215 | 4.479 | 6.409 | 5.941 | 6.005 | 4.152 | 1.435 | 1.741 | 1.943 | 0.593 | 1.72 | 0.923 | -1.118 | 1.238 | 1.109 | 3.031 | 4.068 | 2.372 | 1.736 | 1.095 | 0.699 | -2.623 | -2.4 | 1.409 | 0.817 | 1.118 |
| Income Before Tax Ratio
| -0.231 | 0.006 | -0.59 | -0.012 | -0.073 | -0.064 | -0.1 | -0.021 | -0.094 | -0.039 | -0.021 | 0.035 | 0.025 | 0.034 | 0.009 | 0.011 | -0.018 | -0.037 | 0.017 | -0.042 | -0.124 | -0.073 | 0.024 | -0.013 | -0.027 | -0.03 | 0.046 | 0.002 | -0.01 | -0.056 | -0.044 | -0.038 | -0.079 | -0.127 | -0.048 | 0.058 | 0.041 | 0.046 | 0.066 | 0.067 | 0.071 | 0.053 | 0.019 | 0.025 | 0.038 | 0.013 | 0.039 | 0.022 | -0.029 | 0.038 | 0.036 | 0.095 | 0.13 | 0.081 | 0.063 | 0.045 | 0.029 | -0.121 | -0.11 | 0.071 | 0.046 | 0.06 |
| Income Tax Expense
| -0.652 | 1.505 | -2.586 | -8.824 | 0.418 | 23.769 | 8.603 | 2.271 | -5.833 | 2.02 | -1.407 | -0.854 | 15.516 | -5.588 | -5.24 | 0.497 | 1.306 | -1.964 | 0.698 | -6.977 | -28.382 | 3.768 | 5.49 | -5.234 | 0.566 | -13.994 | -9.233 | 1.682 | 4.844 | 4.298 | 25.679 | -1.668 | -3.218 | -5.716 | -1.775 | 2.679 | 1.679 | 1.968 | 2.716 | 2.173 | 2.355 | 1.284 | 0.74 | 0.435 | 0.825 | 0.052 | 0.943 | 0.372 | -0.45 | 0.498 | -0.72 | 1.106 | 1.621 | 0.968 | 0.869 | 0.47 | 0.306 | -0.112 | 0.583 | 0.563 | 0.336 | 0.334 |
| Net Income
| -79.201 | 2.513 | -183.171 | 7.091 | -21.416 | -41.228 | -37.841 | -8.663 | -24.268 | -14.708 | -5.109 | 11.74 | -8.281 | 14.946 | 7.24 | 1.91 | -4.924 | -7.336 | 3.59 | -3.08 | 0.893 | -18.185 | 0.223 | 2.954 | -5.526 | 8.104 | 17.645 | -1.32 | -6.47 | -13.135 | -32.574 | -4.057 | -7.943 | -10.993 | -3.913 | 3.302 | 2.536 | 2.511 | 3.693 | 3.768 | 3.719 | 2.994 | 0.695 | 1.306 | 1.118 | 0.541 | 0.777 | 0.551 | -0.668 | 0.74 | 1.829 | 1.925 | 2.447 | 1.404 | 0.867 | 0.625 | 0.393 | -2.511 | -2.983 | 0.846 | 0.481 | 0.784 |
| Net Income Ratio
| -0.227 | 0.008 | -0.577 | 0.022 | -0.069 | -0.138 | -0.129 | -0.028 | -0.076 | -0.046 | -0.016 | 0.039 | -0.029 | 0.054 | 0.027 | 0.008 | -0.021 | -0.03 | 0.015 | -0.013 | 0.004 | -0.091 | 0.001 | 0.015 | -0.027 | 0.041 | 0.096 | -0.008 | -0.039 | -0.083 | -0.21 | -0.027 | -0.056 | -0.083 | -0.033 | 0.032 | 0.025 | 0.026 | 0.038 | 0.043 | 0.044 | 0.038 | 0.009 | 0.019 | 0.022 | 0.012 | 0.018 | 0.013 | -0.018 | 0.023 | 0.06 | 0.06 | 0.078 | 0.048 | 0.031 | 0.025 | 0.016 | -0.116 | -0.137 | 0.043 | 0.027 | 0.042 |
| EPS
| -1.44 | 0.046 | -3.35 | 0.13 | -0.39 | -0.76 | -0.69 | -0.16 | -0.44 | -0.27 | -0.093 | 0.22 | -0.15 | 0.28 | 0.13 | 0.04 | -0.092 | -0.14 | 0.07 | -0.06 | 0.02 | -0.38 | 0.005 | 0.06 | -0.12 | 0.18 | 0.4 | -0.03 | -0.15 | -0.3 | -0.76 | -0.095 | -0.19 | -0.26 | -0.1 | 0.09 | 0.07 | 0.07 | 0.11 | 0.11 | 0.11 | 0.09 | 0.02 | 0.04 | 0.03 | 0.02 | 0.02 | 0.02 | -0.021 | 0.02 | 0.058 | 0.06 | 0.08 | 0.04 | 0.034 | 0.02 | 0.01 | -0.19 | -0.23 | 0.03 | 0.01 | 0.023 |
| EPS Diluted
| -1.44 | 0.045 | -3.35 | 0.13 | -0.39 | -0.76 | -0.67 | -0.16 | -0.44 | -0.27 | -0.093 | 0.21 | -0.15 | 0.27 | 0.13 | 0.03 | -0.092 | -0.14 | 0.07 | -0.059 | 0.02 | -0.38 | 0.005 | 0.06 | -0.12 | 0.17 | 0.38 | -0.03 | -0.15 | -0.3 | -0.75 | -0.095 | -0.19 | -0.26 | -0.1 | 0.09 | 0.07 | 0.07 | 0.1 | 0.1 | 0.1 | 0.08 | 0.02 | 0.04 | 0.03 | 0.02 | 0.02 | 0.02 | -0.021 | 0.02 | 0.058 | 0.06 | 0.07 | 0.04 | 0.034 | 0.02 | 0.01 | -0.19 | -0.23 | 0.02 | 0.01 | 0.022 |
| EBITDA
| 59.357 | 37.91 | -154.1 | 34.912 | 18.494 | 21.884 | 6.806 | 32.362 | 0.459 | 24.897 | 28.175 | 43.985 | 40.941 | 40.218 | 39.978 | 40.607 | 32.451 | 20.066 | 41.153 | 26.607 | 6.658 | 10.78 | 30.835 | 22.958 | 19.19 | 18.808 | 28.711 | 19.84 | 18.208 | 12.481 | 11.064 | 15.401 | 11.074 | 3.32 | 8.573 | 14.485 | 13.227 | 12.015 | 12.374 | 10.205 | 8.781 | 8.493 | 6.098 | 6.682 | 5.024 | 3.711 | 5.104 | 4.316 | 2.194 | 3.667 | 4.538 | 4.795 | 4.792 | 4.138 | 3.513 | 2.828 | 2.325 | 0.177 | 5.783 | 2.567 | 1.886 | 2.145 |
| EBITDA Ratio
| 0.17 | 0.117 | -0.485 | 0.11 | 0.059 | 0.073 | 0.023 | 0.106 | 0.001 | 0.077 | 0.088 | 0.145 | 0.142 | 0.146 | 0.152 | 0.161 | 0.138 | 0.081 | 0.172 | 0.113 | 0.03 | 0.054 | 0.147 | 0.113 | 0.095 | 0.095 | 0.157 | 0.113 | 0.109 | 0.079 | 0.071 | 0.103 | 0.078 | 0.025 | 0.072 | 0.14 | 0.129 | 0.125 | 0.128 | 0.115 | 0.104 | 0.108 | 0.082 | 0.096 | 0.097 | 0.08 | 0.115 | 0.102 | 0.058 | 0.112 | 0.149 | 0.15 | 0.153 | 0.141 | 0.127 | 0.115 | 0.096 | 0.008 | 0.265 | 0.13 | 0.106 | 0.115 |