Envestnet Competitors

Delisted . USA . 
Stock . Envestnet
Envestnet competes with CommVault Systems, Manhattan Associates, Agilysys, Aspen Technology, and Clearwater Analytics; as well as few others. The company runs under Software sector within Information Technology industry. Analyzing Envestnet competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Envestnet to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Investing Opportunities to better understand how to build diversified portfolios. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in board of governors.
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Envestnet competition on your existing holdings.
  
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Envestnet Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Envestnet and its competitors represents the degree of relationship between the price movements of corresponding delisted stocks. A correlation of about +1.0 implies that the price of Envestnet and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Envestnet does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
AGYS
+ 0.89
MANH
DSGX
+ 0.56
MANH
DSGX
+ 0.47
CVLT
EXFY
+ 0.46
CVLT
DSGX
+ 0.42
AGYS
DSGX
+ 0.42
EXFY
  
High negative correlations   
AZPN
- 0.94
AGYS
AZPN
- 0.89
MANH
DSGX
- 0.29
AZPN
AGYS
- 0.24
CVLT
MANH
- 0.22
CVLT
CWAN
- 0.21
AGYS

Risk-Adjusted Indicators

There is a big difference between Envestnet Stock performing well and Envestnet Company doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Envestnet's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
Mean DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
CVLT  1.92  0.00  0.00 (0.15) 0.00 
 0.00 
 3.10 
(4.75)
 15.27 
MANH  2.03 (0.74) 0.00 (1.04) 0.00 
 0.00 
 2.38 
(3.98)
 27.65 
AGYS  2.62 (0.77) 0.00 (1.35) 0.00 
 0.00 
 3.36 
(5.60)
 24.77 
AZPN  0.51  0.08  0.27  1.69  0.65 
(0.59)
 1.12 
(0.87)
 6.87 
MNTV  0.00  0.00  0.00  0.00  0.00 
 0.00 
 0.00 
 0.00 
 0.00 
CWAN  1.83 (0.08) 0.00 (0.27) 0.00 
 0.00 
 3.61 
(4.14)
 15.32 
EXFY  2.99  0.21  0.00 (0.01) 0.00 
 0.00 
 6.35 
(5.52)
 28.23 
MODN  0.00  0.00  0.00  0.00  0.00 
 0.00 
 0.00 
 0.00 
 0.00 
CVT  0.00  0.00  0.00  0.00  0.00 
 0.00 
 0.00 
 0.00 
 0.00 
DSGX  1.31 (0.17) 0.00 (0.33) 0.00 
 0.00 
 2.21 
(3.69)
 10.70 
All Fundamental Data

Envestnet Competitive Analysis

The better you understand Envestnet competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Envestnet's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Envestnet's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
CVLT MANH AGYS AZPN CWAN EXFY DSGX PRO MLNK ENFN
 7.32 
 159.17 
CommVault
 5.50 
 172.50 
Manhattan
 4.06 
 74.35 
Agilysys
 0.01 
 264.33 
Aspen
 1.93 
 26.91 
Clearwater
 4.27 
 3.42 
Expensify
 2.26 
 99.39 
Descartes
 2.33 
 20.61 
PROS
 0.26 
 19.19 
Meridianlink
 0.36 
 11.09 
Enfusion
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Very steady
Very steady
Unstable
Very steady
Very steady
Not too volatile
Not too volatile
Market Performance
(90 Days Performance)
Very Weak
Very Weak
Very Weak
OK
Very Weak
Very Weak
Very Weak
Very Weak
Very Weak
Insignificant
Odds of Financial Distress
(Probability Of Bankruptcy)
Very Small
Low
Very Low
Below Average
Very Low
Low
Very Small
Below Average
Below Average
Very Small
Current Valuation
(Equity Enterprise Value)
Over Valued
Under Valued
Under Valued
Under Valued
Under Valued
Under Valued
Under Valued
Under Valued
Under Valued
Fairly Valued
Buy or Sell Advice
(Average Analysts Consensus)
Buy
Strong Buy
Strong Buy
Buy
Strong Buy
Buy
Strong Buy
Strong Buy
Buy
Buy
Trade Advice
(90 Days Macroaxis Advice)
Strong Hold
Strong Hold
Hold
Buy
Hold
Buy
Strong Hold
Hold
Strong Hold
Strong Buy
Current Ratio
1.31
1.29
2.2
3.48
11.92
2.74
1.74
1.7
3.09
9.17
Net Asset
943.91 M
757.55 M
350.43 M
14.07 B
1.17 B
173.68 M
1.47 B
419.9 M
996.25 M
143.26 M
Profit Margin
0.18
0.21
0.0845
0.0054
0.94
-0.0722
0.22
-0.062
-0.0941
0.014
EBITDA
90.44 M
267.9 M
25.95 M
403.47 M
24.41 M
(820 K)
219.37 M
(4.78 M)
4.64 M
6.16 M
Operating Margin
0.0764
0.16
0.1
0.0312
0.0651
0.0126
0.29
-0.0184
-5.0E-4
0.0299
Current Valuation
6.52 B
9.97 B
2 B
16.65 B
6.11 B
267.58 M
8.27 B
1.15 B
1.84 B
1.02 B
Price To Book
23.45
34.06
7.78
1.31
6.24
2.42
6.16
15.98
3.42
14.45
Retained Earnings
(1.06 B)
329.44 M
137.75 M
(51.16 M)
283.95 M
(150.83 M)
220.75 M
(667.73 M)
(146.52 M)
(170.11 M)
Current Asset
517.38 M
236.91 M
95.5 M
240.14 M
N/A
N/A
75.42 M
210.93 M
319.89 M
N/A
Five Year Return
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Beta
0.62
1.47
0.98
0.73
0.69
1.83
0.74
1.13
1.01
0.95
Number Of Employees
2.88 K
4.69 K
1.9 K
1.19 K
1.92 K
N/A
N/A
1.5 K
N/A
1.14 K
Shares Outstanding
44 M
61.12 M
27.96 M
63.31 M
216.23 M
79.51 M
85.61 M
47.57 M
76.05 M
94.8 M
Cash Flow From Operations
203.8 M
295 M
48.19 M
339.89 M
74.32 M
23.88 M
208.47 M
27.38 M
77.8 M
34.68 M
Annual Yield
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Total Debt
12.09 M
47.79 M
23.89 M
98 M
71.92 M
5.74 M
6.98 M
300.89 M
424.82 M
20.31 M
Return On Equity
0.74
0.76
0.0914
5.0E-4
0.59
-0.0878
0.11
N/A
-0.0636
0.0442
Z Score
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Return On Asset
0.0577
0.23
0.038
-0.0025
0.0149
-0.0029
0.0755
-0.0283
0.0069
0.0305
Number Of Shares Shorted
1.64 M
1.15 M
909.27 K
1.6 M
6.9 M
670.09 K
596.68 K
3.2 M
1.51 M
948.03 K
Book Value Per Share
6.54
4.91
9.27
201.83
4.29
1.4
16.18
-1.45
5.62
0.77
Current Liabilities
264.96 M
127.19 M
54.1 M
164.02 M
N/A
N/A
40.04 M
86.35 M
194.77 M
N/A
Total Asset
943.91 M
757.55 M
350.43 M
14.07 B
1.17 B
173.68 M
1.47 B
419.9 M
996.25 M
143.26 M
Debt To Equity
0.051
0.086
0.11
0.026
0.25
0.74
0.008
N/A
0.75
N/A
Short Ratio
2.57
1.08
2.82
2.38
2.61
1.53
2.36
7.24
8.08
0.88
Target Price
179.79
262.6
135.25
271.14
35.78
4.5
119.44
32.43
20.33
10.93
Last Dividend Paid
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Shares Owned By Institutions
99.19
98.72
95.26
44.76
98.88
37.73
88.52
95.17
79.4
96.89
Market Capitalization
6.53 B
9.99 B
2 B
16.73 B
6.63 B
299.83 M
8.37 B
958.01 M
1.46 B
1.05 B
Price To Earning
123.34
91.01
244.05
62.82
N/A
71.69
107.05
-9.84
-2.72
0.11
Price To Earnings To Growth
2.26
2.31
-2.19
4.48
2.49
-0.97
2.51
1.44
2.75
2.35
Price To Sales
6.91
9.59
7.58
14.67
14.67
2.15
12.85
2.9
4.63
5.2
Net Income
168.91 M
218.36 M
86.19 M
(9.77 M)
427.58 M
(10.05 M)
115.91 M
(20.48 M)
(29.77 M)
3.92 M
Earnings Per Share
3.81
3.52
0.75
0.11
1.68
-0.12
1.64
-0.43
-0.39
0.03
Shares Owned By Insiders
0.6
1.28
4.74
57.64
1.12
30.06
N/A
9.18
20.51
4.77
Revenue
839.25 M
1.04 B
237.46 M
1.13 B
451.8 M
139.24 M
572.93 M
330.37 M
316.3 M
201.61 M
Working Capital
110.2 M
102.96 M
99.57 M
538.66 M
307.59 M
98.87 M
214.55 M
52.12 M
68.58 M
66.19 M
Cash And Equivalents
258.71 M
197.06 M
96.2 M
382.46 M
281.65 M
105.54 M
189.03 M
203.63 M
100.26 M
56.56 M
Cash Per Share
5.77
3.16
3.9
5.93
1.5
1.29
2.23
4.75
1.24
0.84
Gross Profit
773.46 M
571.37 M
165.21 M
761.15 M
328.82 M
75 M
492.43 M
217.04 M
227.3 M
136.74 M
Day Typical Price
156.32
170.24
73.66
264.33
26.8
3.45
98.9
20.67
19.2
11.08
Accumulation Distribution
35584.24
63759.22
6262.76
N/A
60364.94
20066.94
5097.3
18083.73
8642.98
5776.41
Daily Balance Of Power
1.238312
0.8937
1.294643
9.2 T
0.7969
0.875
1.317365
0.6528
(0.08)
0.3636
Period Momentum Indicator
10.86
9.0
2.9
0.03
0.51
0.14
2.2
0.47
(0.05)
0.04
Rate Of Daily Change
1.07
1.06
1.04
1.0
1.02
1.04
1.02
1.02
1.0
1.0
Day Median Price
154.89
169.11
73.32
264.33
26.74
3.46
98.66
20.7
19.2
11.08
Price Action Indicator
9.7
7.9
2.48
0.015
0.43
0.03
1.84
0.14
(0.04)
0.035
Coefficient Of Variation
(1,402)
(437.91)
(441.71)
1053.55
(1,582)
(49,740)
(634.48)
(961.32)
(1,139)
1149.17
Mean Deviation
1.92
2.03
2.62
0.5081
1.83
2.99
1.31
1.95
1.36
1.25
Jensen Alpha
(0)
(0.74)
(0.77)
0.0795
(0.08)
0.2103
(0.17)
(0.15)
(0.08)
0.1925
Total Risk Alpha
0.2499
(0.23)
(0.23)
0.2212
0.2559
0.6975
0.0098
0.1613
0.2013
0.4891
Sortino Ratio
N/A
N/A
N/A
0.2745
N/A
N/A
N/A
N/A
N/A
0.1704
Downside Variance
N/A
N/A
N/A
0.6166
N/A
N/A
N/A
N/A
N/A
3.14
Standard Deviation
2.67
3.73
3.76
0.8776
2.53
4.25
1.82
2.66
2.62
1.95
Kurtosis
1.86
25.52
9.49
8.15
4.28
7.14
4.78
2.38
26.41
5.98
Potential Upside
3.1
2.38
3.36
1.12
3.61
6.35
2.21
3.92
1.84
3.38
Treynor Ratio
(0.15)
(1.04)
(1.35)
1.69
(0.27)
(0.01)
(0.33)
(0.29)
(0.21)
0.7004
Maximum Drawdown
15.27
27.65
24.77
6.87
15.32
28.23
10.7
14.83
21.48
10.1
Variance
7.15
13.88
14.11
0.7701
6.38
18.06
3.3
7.05
6.85
3.82
Market Risk Adjusted Performance
(0.14)
(1.03)
(1.34)
1.7
(0.26)
(0)
(0.32)
(0.28)
(0.20)
0.7104
Risk Adjusted Performance
(0.05)
(0.19)
(0.18)
0.0805
(0.05)
0.0063
(0.13)
(0.08)
(0.07)
0.0791
Skewness
(0.53)
(4.35)
(2.22)
0.6863
1.15
1.68
(1.51)
0.8972
3.9
0.8474
Semi Deviation
N/A
N/A
N/A
0.6546
N/A
N/A
N/A
N/A
N/A
1.61
Information Ratio
(0.02)
(0.19)
(0.19)
0.2456
(0.01)
0.0291
(0.08)
(0.05)
(0.04)
0.1547
Value At Risk
(4.75)
(3.98)
(5.60)
(0.87)
(4.14)
(5.52)
(3.69)
(4.67)
(3.68)
(2.60)
Expected Short fall
N/A
N/A
N/A
(0.59)
N/A
N/A
N/A
N/A
N/A
(1.51)
Downside Deviation
N/A
N/A
N/A
0.7852
N/A
N/A
N/A
N/A
N/A
1.77
Semi Variance
N/A
N/A
N/A
0.4285
N/A
N/A
N/A
N/A
N/A
2.6

Envestnet Competition Performance Charts

Five steps to successful analysis of Envestnet Competition

Envestnet's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Envestnet in relation to its competition. Envestnet's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Envestnet in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Envestnet's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Envestnet, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Envestnet position

In addition to having Envestnet in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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FinTech
FinTech Theme
High long term potential financial entities that are ranging from payment processing, investment management to commercial and investment banking. The FinTech theme has 69 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize FinTech Theme or any other thematic opportunities.
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Check out Investing Opportunities to better understand how to build diversified portfolios. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in board of governors.
You can also try the Portfolio Center module to all portfolio management and optimization tools to improve performance of your portfolios.

Other Consideration for investing in Envestnet Stock

If you are still planning to invest in Envestnet check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Envestnet's history and understand the potential risks before investing.
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