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Market Price

69.27 

0.09 0.1%

as of Apr 18 '19

52 Week Range:

46.57 69.95


Stock Analyzer Tutorials

S2O Stock Analyzer - General Info

General Info


type: video (mp4); length: 3:30

Demonstrates how to use Stock Analyzer, shows how to analyze a stock and explains in detail "General Info" section of the Stock Analyzer result page.

S2O Stock Analyzer - Financial Statements

Financial Statements


type: video (mp4); length: 5:10

Explains information presented in the Financial Statements section of the S2O Stock Analyzer: financial statements charts, absolute values and growth rates.

S2O Stock Analyzer - Growth Grade and Financial Ratios

Growth Grade and Financial Ratios


type: video (mp4); length: 5:09

Demonstrates how to use Growth Grade & Financial Ratios section; shows the difference between historical and year-over-year Growth Grade on the real life example.

S2O Stock Analyzer - Value Price

Value Price


type: video (mp4); length: 6:03

Demonstrates how to use Value Price (intrinsic value) and the Graham Number, MOS (margin of safety) and IRT - Investment Recovery Time; explains 3 different projection models used to compute value price - pessimistic, moderate and optimistic.

S2O Stock Analyzer - Price Charts

Price Charts


type: video (mp4); length: 8:34

Demonstrates basic rules of how to read a candlestick chart, long and short term moving averages, stochastic, MACD and relative strength (RS) charts. Explains how bull or bear market condition is computed.

General Info

Envestnet, Inc., together with its subsidiaries, provides intelligent systems for wealth management and financial wellness in the United States and internationally. It operates through Envestnet and Envestnet | Yodlee segments. The company's product and services suites include Envestnet | Enterprise, which provides an end-to-end open architecture wealth management platform, as well as sells data aggregation and reporting, data analytics, and digital advice capabilities; Envestnet | Tamarac that provides trading, rebalancing, portfolio accounting, performance reporting, and client relationship management software; Envestnet | Retirement Solutions, which offer a suite of services for advisor-sold retirement plans; and Envestnet | Portfolio Management Consultants that provide research, due diligence, and consulting services to assist advisors in creating investment solutions for their clients, and patented portfolio overlay and tax optimization services. It also provides Envestnet | Yodlee data aggregation and data analytics platform, which offers cloud-based innovation for digital financial services. The company primarily serves banks, wealth management and brokerage firms, Internet services companies, and registered investment advisers. Envestnet, Inc. was founded in 1999 and is headquartered in Chicago, Illinois.

Financial Statements

The charts below show selected Annual and Quarterly Financial Data.

The purpose of these charts is to discover long and short term change dynamics. When numbers are growing year after year in the annual statements chart, the business become stronger and stronger and this is a good sign.

Quarterly Data Chart can be used to do a short term analysis. It makes sense to pay attention to the quarterly dynamics and do not wait for the next yearly statement. We should be alerted if we see that quarterly numbers are going down.

You can check "Annual Financial Statements" and "Quarterly Financial Statements" sections for exact numbers and growth rates.

Annual Statements

On a charts below the Line shows absolute values and the Bar chart shows Year-Over-Year Growth Rate for selected financial statement item. A consistent GROWTH is generally considered necessary to fund future growth from within a business.
NOTE: Growth Rate is not provided if either the latest period or the year-ago period contains a net loss. (source: WSJ Digest of Earnings)
TIP! move your mouse pointer over bar or a circle on any chart below to see details.

Financial Statements

Income Statement



 

Cash Flow Statement



 

Balance Sheet



 

Liquidity Ratios

Current Ratio


 

Current Ratio measures the ability to meet short term obligations. Generally accepted standard is 2 (current assets should be 2 times or 200% of current liabilities).

Quick Ratio


 

Measures immediate liquidity or the cash available to cover immediate liabilities. A safe margin would be at least 1 (100%).

Financial Leverage


 

Defined as total assets divided by total shareholders' equity. The higher the ratio, the more debt a company uses in its capital structure.

Profitability Ratios

ROA


 

Return on Assets (ROA) measures the income (profit) that is generated by the use of the assets of the business.

ROE


 

Return on Equity (ROE) is a measure of profitability that calculates how many dollars of profit a company generates with each dollar of shareholders equity. ROE is sometimes called "return on net worth."

ROIC


 

The Return on Invested Capital (ROIC) measure gives a sense of how well a company is using its money to generate returns. Some investors use this figure as a final evaluation to determine whether or not to invest in a company.

Annual Statements

Item Name Dec '08 Dec '09 Dec '10 Dec '11 Dec '12 Dec '13 Dec '14 Dec '15 Dec '16 Dec '17 Dec '18
Equity (BVPS) 0.91
4.43
3.26
3.55
3.89
4.22
5.00
5.90
10.06
9.15
10.64
growth rate 386.8% -26.4% 8.9% 9.6% 8.5% 18.5% 18.0% 70.5% -9.1% 16.3%
Earnings BIT 9.86
0.94
0.91
10.58
3.07
5.71
22.25
21.93
-13.03
19.90
14.17
growth rate -90.4% -3.9% 1,066.5% -71.0% 86.0% 289.7% -1.5% -100.0% 100.0% -28.8%
Avg.PE -255.60
51.81
1,000.00
400.00
144.39
192.83
214.92
-40.89
509.83
growth rate 100.0% 1,830.1% -60.0% -63.9% 33.6% 11.5% -100.0% 100.0%
ROA 3.66
-2.16
-0.97
5.44
0.31
1.91
4.29
0.67
-6.32
-0.38
0.53
growth rate -100.0% 0.0% 100.0% -94.3% 516.1% 124.6% -84.4% -100.0% 0.0% 100.0%
ROE 4.52
-2.73
-1.31
6.98
0.38
2.67
8.12
1.38
-13.04
-0.77
1.08
growth rate -100.0% 0.0% 100.0% -94.6% 602.6% 204.1% -83.0% -100.0% 0.0% 100.0%
ROIC 3.61
-2.97
-0.78
7.43
0.38
2.67
4.53
1.06
-6.81
-0.43
0.22
growth rate -100.0% 0.0% 100.0% -94.9% 602.6% 69.7% -76.6% -100.0% 0.0% 100.0%
Cur. Ratio 2.65
3.21
4.95
4.60
1.53
1.50
3.74
1.02
0.73
0.93
1.11
growth rate 21.1% 54.2% -7.1% -66.7% -2.0% 149.3% -72.7% -28.4% 27.4% 19.4%
Quick Ratio 2.54
3.08
4.81
4.35
1.37
1.32
3.56
0.88
0.66
0.83
1.06
growth rate 21.3% 56.2% -9.6% -68.5% -3.7% 169.7% -75.3% -25.0% 25.8% 27.7%
Leverage 1.23
1.29
1.39
1.19
1.29
1.50
2.18
2.01
2.11
1.97
2.07
growth rate 4.9% 7.8% -14.4% 8.4% 16.3% 45.3% -7.8% 5.0% -6.6% 5.1%
Balance Sheet Dec '08 Dec '09 Dec '10 Dec '11 Dec '12 Dec '13 Dec '14 Dec '15 Dec '16 Dec '17 Dec '18
Acct.Receivable 0.00
5.80
9.10
12.25
11.28
22.31
20.35
51.87
50.01
55.91
68.00
growth rate 56.9% 34.6% -7.9% 97.8% -8.8% 155.0% -3.6% 11.8% 21.6%
Acct.Payable 16.89
23.21
40.77
4.87
10.42
11.48
11.10
19.57
growth rate 37.4% 75.7% -88.1% 114.0% 10.2% -3.3% 76.3%
Cur.Assets 34.40
39.60
78.90
82.09
43.76
79.41
237.34
111.71
113.08
131.11
380.91
growth rate 15.1% 99.2% 4.0% -46.7% 81.5% 198.9% -52.9% 1.2% 15.9% 190.5%
Total Assets 72.30
74.10
141.90
137.70
162.40
221.24
439.36
876.25
872.40
862.05
1,313.75
growth rate 2.5% 91.5% -3.0% 17.9% 36.2% 98.6% 99.4% -0.4% -1.2% 52.4%
Cash 28.40
31.50
67.70
64.91
29.98
49.94
209.75
51.72
52.59
60.12
289.35
growth rate 10.9% 114.9% -4.1% -53.8% 66.6% 320.0% -75.3% 1.7% 14.3% 381.3%
Inventory 0.00 0.00 0.00 0.00 0.00
growth rate
Cur.Liabilities 13.00
12.30
16.00
17.14
28.98
53.02
64.68
117.52
155.95
140.36
343.30
growth rate -5.4% 30.1% 7.1% 69.0% 83.0% 22.0% 81.7% 32.7% -10.0% 144.6%
Liabilities 13.70
16.80
39.50
22.06
36.40
73.47
237.37
436.32
459.11
425.38
681.15
growth rate 22.6% 135.1% -44.1% 65.0% 101.8% 223.1% 83.8% 5.2% -7.4% 60.1%
LT Debt 0.00
0.00
19.00
2.90
3.90
3.50
145.20
284.75
252.98
240.16
294.73
growth rate -84.7% 34.5% -10.3% 4,048.7% 96.1% -11.2% -5.1% 22.7%
Equity 58.60
57.30
102.30
115.64
126.00
147.77
201.44
439.53
412.89
436.27
633.70
growth rate -2.2% 78.5% 13.0% 9.0% 17.3% 36.3% 118.2% -6.1% 5.7% 45.3%
Common Shares 13.00
13.00
21.00
33.00
33.00
36.00
37.00
38.00
43.00
44.00
47.00
growth rate 0.0% 61.5% 57.1% 0.0% 9.1% 2.8% 2.7% 13.2% 2.3% 6.8%
Cash Flow Statement Dec '08 Dec '09 Dec '10 Dec '11 Dec '12 Dec '13 Dec '14 Dec '15 Dec '16 Dec '17 Dec '18
Capital Expenditures 3.30
3.10
4.20
4.80
4.84
6.13
6.18
9.18
13.97
14.95
20.52
growth rate -6.1% 35.5% 14.2% 0.8% 26.6% 0.9% 48.7% 52.1% 7.0% 37.3%
Cash Dividends 0.00
0.00
1.30
0.00
0.00
0.00
growth rate -100.0%
Cash From OA 13.20
8.40
1.50
24.75
28.55
28.86
56.00
42.04
81.27
108.61
117.39
growth rate -36.4% -82.1% 1,549.9% 15.4% 1.1% 94.1% -24.9% 93.3% 33.6% 8.1%
FCF per Share -0.19
0.54
0.64
0.46
1.05
0.93
0.69
1.58
1.70
growth rate 100.0% 18.5% -28.1% 128.3% -11.4% -25.8% 129.0% 7.6%
Sale Purchase of Stock 2.65
4.69
5.78
5.19
8.28
4.93
7.96
growth rate 76.8% 23.3% -10.2% 59.5% -40.5% 61.4%
FCF 10.00
5.00
-4.00
18.00
21.00
20.00
46.00
10.00
54.00
81.00
73.00
growth rate -50.0% -100.0% 100.0% 16.7% -4.8% 130.0% -78.3% 440.0% 50.0% -9.9%
Income Statement Dec '08 Dec '09 Dec '10 Dec '11 Dec '12 Dec '13 Dec '14 Dec '15 Dec '16 Dec '17 Dec '18
Sales 91.80
77.90
98.10
123.18
157.27
242.54
348.75
420.92
578.16
683.68
812.36
growth rate -15.1% 25.9% 25.6% 27.7% 54.2% 43.8% 20.7% 37.4% 18.3% 18.8%
Op.Income 9.70
4.30
1.30
7.61
0.47
3.66
22.25
21.93
-13.03
19.90
14.17
growth rate -55.7% -69.8% 485.0% -93.9% 687.1% 507.9% -1.5% -100.0% 100.0% -28.8%
IBT 9.90
0.90
0.90
10.58
3.07
5.71
22.51
8.99
-40.49
-1.69
-9.16
growth rate -90.9% 0.0% 1,075.6% -71.0% 86.2% 294.0% -60.1% -100.0% 0.0% 0.0%
Net Income 5.30
-0.90
-0.60
7.61
0.47
3.66
14.17
4.44
-55.57
-3.28
5.76
growth rate -100.0% 0.0% 100.0% -93.9% 687.1% 287.3% -68.7% -100.0% 0.0% 100.0%
EPS 0.00
-0.12
-0.05
0.23
0.01
0.10
0.38
0.12
-1.30
-0.08
0.12
growth rate 0.0% 100.0% -95.7% 900.0% 280.0% -68.4% -100.0% 0.0% 100.0%
Gross Profit 57.20
53.30
66.60
80.35
101.15
143.57
94.22
119.85
155.99
200.25
231.78
growth rate -6.8% 25.0% 20.6% 25.9% 41.9% -34.4% 27.2% 30.2% 28.4% 15.7%

Quarterly Statements

Item Name Dec '17 Mar '18 Jun '18 Sep '18 Dec '18
Earnings BIT 15.13
2.28
3.52
7.75
11.50
growth rate -84.9% 54.2% 120.4% 48.4%
Balance Sheet Dec '17 Mar '18 Jun '18 Sep '18 Dec '18
Acct.Receivable 55.91
69.95
67.50
68.12
68.00
growth rate 25.1% -3.5% 0.9% -0.2%
Acct.Payable 11.10
18.07
21.13
20.58
19.57
growth rate 62.8% 17.0% -2.6% -4.9%
Cur.Assets 131.11
135.54
220.92
242.14
380.91
growth rate 3.4% 63.0% 9.6% 57.3%
Total Assets 862.05
1,082.13
1,155.18
1,183.02
1,313.75
growth rate 25.5% 6.8% 2.4% 11.1%
Cash 60.12
43.97
134.03
153.54
289.35
growth rate -26.9% 204.9% 14.6% 88.5%
Inventory
growth rate
Cur.Liabilities 140.36
158.33
157.12
334.09
343.30
growth rate 12.8% -0.8% 112.6% 2.8%
Liabilities 425.38
626.09
654.04
671.10
681.15
growth rate 47.2% 4.5% 2.6% 1.5%
LT Debt 240.16
421.81
451.86
292.08
294.73
growth rate 75.6% 7.1% -35.4% 0.9%
Equity 436.27
454.87
500.43
512.05
633.70
growth rate 4.3% 10.0% 2.3% 23.8%
Common Shares 0.29
0.29
0.29
0.29
633.70
growth rate 1.1% 0.3% 0.7% 216,179.9%
Cash Flow Statement Dec '17 Mar '18 Jun '18 Sep '18 Dec '18
Capital Expenditures 3.51
4.99
4.58
7.52
3.44
growth rate 42.0% -8.2% 64.1% -54.3%
Cash Dividends
growth rate
Cash From OA 37.00
-0.75
41.71
42.36
34.07
growth rate -100.0% 100.0% 1.6% -19.6%
Sale Purchase of Stock 3.48
2.41
0.14
growth rate -30.9% -94.3%
FCF 33.49
-5.74
37.13
34.84
30.64
growth rate -100.0% 100.0% -6.2% -12.1%
Income Statement Dec '17 Mar '18 Jun '18 Sep '18 Dec '18
Sales 182.86
198.01
201.12
203.16
210.08
growth rate 8.3% 1.6% 1.0% 3.4%
Op.Income 15.13
2.28
3.52
7.75
11.50
growth rate -84.9% 54.2% 120.4% 48.4%
IBT 8.41
-5.99
-5.43
-2.72
4.98
growth rate -100.0% 0.0% 0.0% 100.0%
Net Income 17.65
8.10
-5.53
2.95
0.22
growth rate -54.1% -100.0% 100.0% -92.5%
EPS
growth rate
Gross Profit 59.54
51.54
53.28
57.77
69.19
growth rate -13.5% 3.4% 8.4% 19.8%
R&D
growth rate

Growth Grade & Financial Ratios

All financial ratios below are calculated based on latest annual statements available and present the most up to date snapshot of a company finances.

Growth Grade

Historical Growth Grade:

B (69.98)

YOY Growth Grade:

D (38.48)

Click on buttons above for detailed yearly growth rates.

Market Ratios

Profitability Ratios

Liquidity Ratios

Efficiency Ratios

Value Price

PE and EPS

Historical Current Forward
PE 555.33 577.25 26.55
EPS / Growth 24.5% 0.12 15.0%

Value Price & Investment Recovery Time

Read more about Stock2Own value price in Stock Market: Fundamental Analysis.

Equity Growth Rate: 29.1%

Estimates Pessimistic Moderate Optimistic My Numbers
Rate of Return 15.0%
MOS Price % 50 %
Future EPS Growth 15.0% 22.9% 22.9%
Future PE 26.55 36.12 36.12
Future EPS 0.49 0.94 0.94
Value Price
MOS %
3.19
-95.4%
8.39
-87.9%
8.39
-87.9%
MOS Price 1.59 4.20 4.20
IRT 31.01 22.75 22.75

Graham Number:

NOTE: The Graham Number applies only to certain types of stocks in combination with a number of other criteria.

Read more about Graham Number in Stock Market: Fundamental Analysis.

Price Chart

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Risk / Reward Ratios

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