ENV — Stock Film
STOCK FILMSCENE 1/11ENV · $63.14
Stock Expert AI presents
ENV
Envestnet, Inc
~4 min film100% real numbers0 jargon
WHAT DOES THIS COMPANY DO?
Envestnet, Inc. A quick introduction.

On the stock market since 2010, it operates in the world of technology. It has 3,069 employees. Now — the numbers.

on the stock market since 2010
3,069 employees
$3.5B market value
Revenue last year:
$0
The loss that same year:
$0
For every $1 it earns, the company spends $1.2.

The company closed last year at a loss: costs ran above sales. The picture changes only if spending is reined in.

WHERE DOES THE MONEY COME FROM?
49%Recurring Revenue
Recurring Revenue 49%Asset Based Revenue 30%Subscription and Circulation 19%Professional Services and Other Revenues 1%
49% of all revenue comes from a single line: Recurring Revenue.

The biggest line carries real weight, but it doesn’t decide everything on its own.

THE SALES TREND
Sales are growing overall, with a pause along the way.

Average growth of 8% a year over the last 4 years. Red columns mark years that ended in a loss.

$900.1M
2019
$998.2M
2020
$1.2B
2021
$1.2B
2022
$1.2B
2023
In the vault right now:
$0
DEBT: $990.4M
At this pace, that money lasts less than a year.

Before the clock runs out, either sales must climb sharply or new money must come in. This is the most critical line in the whole picture.

Every quarter, analysts set a profit bar.
How many of the last 8 did the company clear?
7 / 8
EXPECTATIONS MET OR BEATEN
7
Feb 2023
May 2023
Aug 2023
Nov 2023
Feb 2024
May 2024
Aug 2024
Nov 2024
7 TIMES IN THE LAST 8 QUARTERS
It clears the bar, quarter after quarter.
THE FIVE-YEAR JOURNEY
Below the peak, but no collapse.

The stock trades 27% below its peak. The market has trimmed its expectations for the company.

1
THE BRIGHT SIDE · 1/2
Sales are holding up

The company sells $1.2B a year; the problem isn’t sales — it’s costs running above that number.

2
THE BRIGHT SIDE · 2/2
Delivers on expectations

It met or beat analyst expectations in 7 of the last 8 quarters — consistency is a promise kept.

1
THE RISKS · 1/2
The losses continue

A loss of $238.7M against $1.2B in annual sales.

2
THE RISKS · 2/2
The cash has a countdown

At the current pace of spending, the cash lasts less than a year. After that, the company needs to find new money.

FINALE · THE GRADE
D
0 / 100 · MoonshotScore

On our five-subject report card, ENV sits behind the class. A low grade doesn’t mean “doomed” — it means “big claim, small proof.”

The takeaway: ENV has solid sales but closed last year at a loss. The road back to profit runs through spending discipline.

What would you like to do next?
Open the stock page →
This was a film — not investment advice.
Data: FMP & company filings
Jul 21, 2026 · stockexpertai.com · Stock Film