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CIK 1337619

Envestnet, Inc.
CIK 0001337619 ยท EDGAR โ†—
cleanelevatedtriggeredno dataplanned
100.0
composite ยท 2 signals ยท ELEVATED

Every card below shows the score and the exact filing data it was computed from โ€” no unexplained numbers. Some signals (P-02, P-03, P-08, P-09, P-10, P-11) pull live documents from SEC EDGAR the first time you view this company; a few of those (P-03, P-10, P-11) use AI to read the filing text, but every AI claim must quote the actual document verbatim or it's discarded โ€” never a guess.

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Signals

P-13 ยท FY 2023-12-31 ยท ELEVATED100.0

Zombie / distress

Interest coverage -8.13x below 1.0
trend: flat
Trend
Source: 10-K on SEC.gov (filed 2024-02-28) โ†—
Evidence โ€” inputs and thresholds
{
  "icr_by_year": {
    "2023-12-31": -8.134,
    "2022-12-31": -3.92,
    "2021-12-31": 2.394,
    "2020-12-31": 0.617
  },
  "consecutive_years_below_1": 2,
  "altman_z_double_prime": -0.995,
  "definitions": {
    "zombie": "ICR<1 for 3+ consecutive FYs (BIS 2018)",
    "z_distress": "<1.1 distress, 1.1-2.6 gray, >2.6 safe"
  },
  "inputs": {
    "ebit_t": -204481000,
    "interest_expense_t": 25138000
  },
  "stale": false,
  "latest_filing_period": "2023-12-31",
  "source": {
    "url": "https://www.sec.gov/Archives/edgar/data/1337619/000133761924000005/0001337619-24-000005-index.htm",
    "form": "10-K",
    "filed": "2024-02-28"
  }
}
P-05 ยท FY 2021-12-31 ยท CLEAN0.0

Tax arbitrage

[FY2021 data, stale โ€” no more recent pretax-income figure in XBRL] ETR 37.7% โ€” within normal range of statutory
trend: flat
Trend
Source: 10-K on SEC.gov (filed 2023-02-28) โ†—
Evidence โ€” inputs and thresholds
{
  "etr_by_year": {
    "2021-12-31": 0.3766
  },
  "statutory_rate": 0.21,
  "gap_by_year": {
    "2021-12-31": -0.1666
  },
  "note": "Low ETR can be fully legitimate; this flags persistence + magnitude for review.",
  "stale": true,
  "latest_filing_period": "2023-12-31",
  "source": {
    "url": "https://www.sec.gov/Archives/edgar/data/1337619/000133761923000012/0001337619-23-000012-index.htm",
    "form": "10-K",
    "filed": "2023-02-28"
  }
}