Envestnet, Inc.


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Envestnet, Inc.: Initiation Of Coverage – Discover the Top 6 Drivers Behind Its Rapid Expansion!


This is our first report on Envestnet, a leading provider of integrated wealth management solutions. The company announced strong financial results for the fourth quarter and full year of 2023 in its latest earnings call. The company reported solid growth and successfully executed its strategic initiatives, leading to significant margin expansion. In Q4 2023, revenues were $317.6 million, a growth of 8% over Q4 2022. Adjusted EBITDA was $75.5 million which represented a 24% adjusted EBITDA margin. The Q4 results highlighted the firm’s focus on disciplined execution, with each metric trending favorably and coming in above the high end of the company’s range. For the full year 2023, Envestnet achieved revenues of $1.246 billion and an overall adjusted EBITDA margin of 20%.

Our Report Structure:

⦁ Company Overview
⦁ Investment Thesis
⦁ Key Drivers
⦁ Historical Quarterly Statement Analysis – Income Statement & Cash Flows
⦁ Historical Quarterly Balance Sheet Analysis
⦁ Historical Annual Financial Statement Analysis
⦁ Analysis Of Key Financial Ratios
⦁ Financial Forecasts For 3 Years
⦁ Forecasting The Capital Structure & Net Debt
⦁ Discounted Cash Flow Valuation
⦁ Trading Multiples
⦁ Key Risks
⦁ Disclosures

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