Stock Risk Measures for Envestnet Inc

1. Company Info - Description, identity and sector data.
2. Share Data - Stock earnings and key dates.
3. Market Risk - Beta, size, liquidity and momentum measures.
4. Financial Risk - Earnings and dividends.

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ENV Risk Report

Overview

Our quantitative data points are meant to provide a high-level understanding of factors in equity risk models for Envestnet Inc. Portfolio managers use these models to forecast risk, optimize portfolios and review performance.

We show how ENV stock compares to 2,000+ US-based stocks, and to peers in the Technology Services sector and Packaged Software industry.

Please do not consider this data as investment advice. Data is downloaded from sources we deem reliable, but errors may occur.

Company Info

Business Description

Envestnet, Inc. engages in the provision of intelligent systems for wealth management and financial wellness. It operates through the following segments: Envestnet Wealth Solutions and Envestnet Data & Analytics. The Envestnet Wealth Solutions segment provides unified wealth management software and services to empower financial advisors and institutions. The Envestnet Data & Analytics segment provides data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services. The company was founded by Judson Taft Bergman, James Winfield Lumberg and Brandon Rockwell Thomas in 1999 and is headquartered in Chicago, IL.

Identity

• Symbol: ENV
• FactorPad FPID: f99qpw
• SEC CIK: 0001337619
• Share Class FIGI: BBG001T7SQ20
• Location: Chicago, IL US
• Web: http://www.envestnet.com
• Employees: 4,190

Sector and Industry

• Sector: Technology Services
• Industry: Packaged Software
• SIC Code: 7372

Share Data

Shares and Float

• Shares Outstanding: 53,772,500
• Shares Trading: 51,188,678
• Percent Trading: 95.2 %

Earnings and Dividends

• Trailing 12-month earnings: -0.22
• Next earnings date: 2020-11-04

• Dividends in last 12 months: None
• Ex-dividend date: None

Market Risk Measures

Many of the following risk metrics are standardized and transformed into quantitative factors in institutional-level risk models.

Rankings below represent percentiles from 1 to 100, with 1 being the lowest rating of risk.

Systematic Risk

Stocks with higher beta exhibit higher sensitivity to the ups and downs in the market. (↑↑)

• Beta: 1.25 | All: 62 | Sector: 84 | Industry: 85

Company Size

Stocks with higher market capitalization often have lower risk. (↑↓)

• Market Capitalization: $4,149,086,100 | All: 44 | Sector: 60 | Industry: 60

Trading Liquidity

Higher average daily dollar volume over the past 30 days implies lower liquidity risk. (↑↓)

• Daily Dollar Volume: $28,203,832 | All: 49 | Sector: 68 | Industry: 64

Price Momentum

Higher price momentum stocks, aka recent winners, equate to lower risk for many investors. (↑↓)

• Stock Price Change (1-Year): 38.23% | All: 15 | Sector: 37 | Industry: 49

Financial Risk Measures

Style risk factors often include measures of profitability and payout levels.

Earnings Yield

Companies with higher earnings generally provide lower risk. (↑↓)

• Earnings Yield (E/P): -0.28% | All: 73 | Sector: 67 | Industry: 68

Dividend Yield

Companies with higher dividend yields, if sustaintable, are perceived to have lower risk. (↑↓)

• Dividend Yield (D/P): 0% | All: 84 | Sector: 65 | Industry: 64

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