Envestnet Inc (ENV)
Profitability ratios
Return on sales
| Dec 31, 2023 | Sep 30, 2023 | Jun 30, 2023 | Mar 31, 2023 | Dec 31, 2022 | Sep 30, 2022 | Jun 30, 2022 | Mar 31, 2022 | Dec 31, 2021 | Sep 30, 2021 | Jun 30, 2021 | Mar 31, 2021 | Dec 31, 2020 | Sep 30, 2020 | Jun 30, 2020 | Mar 31, 2020 | Dec 31, 2019 | Sep 30, 2019 | Jun 30, 2019 | Mar 31, 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross profit margin | -21.59% | -5.68% | -2.37% | -0.60% | 2.00% | 4.25% | 5.21% | 8.57% | 10.34% | 63.76% | 66.28% | 68.94% | 68.61% | 30.50% | 29.52% | 27.59% | 38.21% | 35.53% | 51.51% | 69.28% |
| Operating profit margin | -16.75% | -4.35% | -4.51% | -5.84% | -5.38% | -3.27% | -2.06% | 1.40% | 3.46% | 4.78% | 4.79% | 4.38% | 2.01% | 2.23% | 1.00% | -1.61% | -1.82% | -2.04% | -1.67% | 0.75% |
| Pretax margin | -18.51% | -5.66% | -5.97% | -6.60% | -6.01% | -4.20% | -2.94% | -0.02% | 1.79% | 2.64% | 1.98% | 1.01% | -0.88% | -0.66% | -2.01% | -4.59% | -5.40% | -5.35% | -4.56% | -1.95% |
| Net profit margin | -19.56% | -7.65% | -8.91% | -8.99% | -6.59% | -3.96% | -2.45% | -1.28% | 1.14% | 2.30% | 1.49% | 1.91% | -0.32% | -0.71% | -1.26% | -0.64% | -1.90% | -2.33% | -1.67% | -2.51% |
Envestnet Inc.'s profitability ratios have displayed some fluctuations over the past eight quarters.
1. Gross Profit Margin: The gross profit margin has been relatively stable, ranging from 61.82% to 63.00%. This indicates that Envestnet has been effectively managing its production costs and generating a consistent level of gross profit from its operations.
2. Operating Profit Margin: The operating profit margin has shown more variability, with values ranging from -5.33% to -1.02%. The negative values indicate that Envestnet's operating expenses have been relatively high compared to its revenues, resulting in operating losses in some quarters. This suggests a need for improved cost management and operational efficiency.
3. Pretax Margin: The pretax margin has also displayed fluctuations, ranging from -7.08% to -0.14%. The negative values indicate that Envestnet has been incurring losses before accounting for taxes in certain quarters. This could be due to factors such as high operating expenses, non-recurring charges, or lower revenue levels.
4. Net Profit Margin: The net profit margin has been consistently negative, indicating that Envestnet has been experiencing net losses across all quarters. The values have ranged from -1.26% to -19.17%, highlighting the challenges the company faces in generating profits after accounting for all expenses, including interest and taxes.
Overall, Envestnet's profitability ratios suggest the need for the company to focus on cost management, revenue growth, and improving operational efficiency to enhance its overall profitability performance.
Return on investment
| Dec 31, 2023 | Sep 30, 2023 | Jun 30, 2023 | Mar 31, 2023 | Dec 31, 2022 | Sep 30, 2022 | Jun 30, 2022 | Mar 31, 2022 | Dec 31, 2021 | Sep 30, 2021 | Jun 30, 2021 | Mar 31, 2021 | Dec 31, 2020 | Sep 30, 2020 | Jun 30, 2020 | Mar 31, 2020 | Dec 31, 2019 | Sep 30, 2019 | Jun 30, 2019 | Mar 31, 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating return on assets (Operating ROA) | -10.89% | -2.58% | -2.63% | -3.42% | -3.13% | -1.85% | -1.17% | 0.77% | 1.81% | 2.40% | 2.34% | 2.05% | 0.91% | 1.00% | 0.51% | -0.82% | -0.89% | -0.99% | -0.78% | 0.45% |
| Return on assets (ROA) | -12.72% | -4.53% | -5.18% | -5.27% | -3.83% | -2.25% | -1.39% | -0.71% | 0.59% | 1.16% | 0.73% | 0.89% | -0.15% | -0.32% | -0.64% | -0.32% | -0.93% | -1.13% | -0.78% | -1.50% |
| Return on total capital | -14.15% | -3.23% | -3.38% | -4.40% | -4.06% | -2.82% | -1.78% | 0.94% | 2.24% | 2.97% | 2.88% | 2.49% | 1.12% | 1.24% | 0.64% | -1.02% | -1.37% | -1.39% | -1.08% | 0.67% |
| Return on equity (ROE) | -42.01% | -12.38% | -14.73% | -14.93% | -10.73% | -5.27% | -3.27% | -1.63% | 1.39% | 2.72% | 1.72% | 2.10% | -0.32% | -0.71% | -1.34% | -0.69% | -1.93% | -2.34% | -1.65% | -3.30% |
Envestnet Inc.'s profitability ratios show varying levels of performance over the past eight quarters.
Operating return on assets (Operating ROA) demonstrates the company's ability to generate profit from its assets before interest and taxes. The trend has been negative, with Q4 2023 at -0.67%, indicating declining profitability efficiency.
Return on assets (ROA) measures overall profit generation from the total assets employed by the company. The ratios have been negative for the past eight quarters, with Q4 2023 at -12.72%, indicating significant challenges in generating profits relative to the assets held.
Return on total capital reflects the return generated from all forms of capital, including debt and equity. The trend has also been negative, with Q4 2023 at -0.88%, showing a decrease in the ability to generate returns on total invested capital.
Return on equity (ROE) indicates the return generated for the shareholders' equity invested in the company. The ratios have consistently been negative, with Q4 2023 at -42.01%, reflecting a significant decline in the ability to generate returns for the shareholders.
Overall, Envestnet Inc. faces challenges in generating profits efficiently from its assets, total capital, and equity, as demonstrated by the declining trend in profitability ratios across the past eight quarters.