Event-Driven Stocks

ENVESTNET, INC.

ENV

Industrials · Services-Business Services, NEC · DE · SEC filings ↗ · Compare ⊕

View price & chart on Yahoo Finance ↗
Signs● 3 good● 2 warning● 2 severedetails ↓

Financials

SEC XBRL · annual
 FY23FY22FY21FY20FY19FY18
Revenue$1.25B$1.24B$1.19B$998.2M$900.1M$812.4M
Operating income−$204.5M−$66.0M$40.5M$19.4M−$16.1M$14.2M
Net income−$238.7M−$80.9M$13.3M−$3.1M−$16.8M$5.8M
Total assets$1.88B$2.11B$2.24B$2.14B$1.80B$1.31B
Total liabilities$1.30B$1.34B$1.28B$1.17B$934.3M$681.1M
Equity$568.2M$754.6M$957.1M$976.3M$869.1M$633.7M
EPS (diluted)$-4.38$-1.59$0.24$-0.06$-0.33$0.12
Shares out.54.0M54.8M54.1M52.9M48.1M44.7M

Reported figures from the company's SEC filings (XBRL). Blank where a line item isn't cleanly tagged — never estimated.

Key ratios

from filings · FY2023
Operating margin
−16.4%
Net margin
−19.2%
Return on equity
−42.0%
Return on assets
−12.7%
Return on capital (ROCE)
−12.9%
Liabilities / assets
69.4%
Debt / equity
2.29×
Book value / share
$10.52
Revenue growth (YoY)
0.5%
Net income growth (YoY)
—

Computed from the company's own SEC figures — no market price, so these are facts, not a valuation. Book value per share is reported equity ÷ shares; it is not the stock price.

Financial health

forensic scores · FY2023
Altman Z″ (distress)
-1.00distress
Accruals / assets
−21.0%clean
Piotroski F-Score
4/9mixed

Altman Z″is a textbook bankruptcy-distress score from book values only (>2.6 safe · 1.1–2.6 grey · <1.1 distress). Accruals = (net income − operating cash flow) ÷ assets; persistently high accruals are an earnings-quality red flag. Beneish M-Scoreis an eight-ratio screen comparing this year with last (M > −1.78 = elevated manipulation-risk screen, not proof). Piotroski F-Scorecounts how many of nine fundamental-health checks pass (shown as passed / applicable; we use operating margin and total liabilities as documented proxies where the exact input isn't XBRL-tagged). Computed from SEC filings — descriptive factors, not advice or a forecast.

Quality score

EDS Score
52
/ 100
Profitability 0Growth 100Catalyst 33Earnings quality 100Financial strength 25

Our own multi-factor score from free SEC data — profitability, growth, financial strength, earnings quality, and event/ownership catalysts. No market price and no licensed model: each axis is the share of source-backed checks it passes. Descriptive factors, not advice or a forecast.

Signs

● 2 severe● 2 warning● 3 good
  • Altman Z″ in the distress zone
  • Filed a late-filing notice (Form NT) — missed an SEC deadline
  • Operating losses (negative operating margin)
  • Reported a net loss
  • Revenue is growing year-over-year
  • Positive operating cash flow
  • Clean earnings (low accruals)

Derived from the company's own SEC figures (fundamentals, forensic scores, filing discipline) — descriptive factors, not advice or a forecast.

Risk flags

late SEC filings

A Form NT means the company notified the SEC it would file a periodic report late — often an accounting, audit or liquidity warning sign. Also search SEC enforcement actions for this company.

Material events

SEC Form 8-K · most recent

Events the company reported on Form 8-K, labelled by the SEC item code it filed under — its own classification, not our interpretation.

Recent SEC filings

All filings ↗

Event-driven situations (1)