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Upturn AI SWOT - About
Enfusion Inc (ENFN)
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Upturn Advisory Summary
03/27/2025: ENFN (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -43.54% | Avg. Invested days 31 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.05B USD | Price to earnings Ratio 370.33 | 1Y Target Price 10.93 |
Price to earnings Ratio 370.33 | 1Y Target Price 10.93 | ||
Volume (30-day avg) 1052740 | Beta 0.95 | 52 Weeks Range 7.83 - 11.80 | Updated Date 04/2/2025 |
52 Weeks Range 7.83 - 11.80 | Updated Date 04/2/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.03 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-03-10 | When Before Market | Estimate 0.0627 | Actual 0.03 |
Profitability
Profit Margin 1.4% | Operating Margin (TTM) 2.99% |
Management Effectiveness
Return on Assets (TTM) 3.05% | Return on Equity (TTM) 4.42% |
Valuation
Trailing PE 370.33 | Forward PE 49.26 | Enterprise Value 1019083031 | Price to Sales(TTM) 5.22 |
Enterprise Value 1019083031 | Price to Sales(TTM) 5.22 | ||
Enterprise Value to Revenue 5.05 | Enterprise Value to EBITDA 56.9 | Shares Outstanding 94802096 | Shares Floating 46323137 |
Shares Outstanding 94802096 | Shares Floating 46323137 | ||
Percent Insiders 4.73 | Percent Institutions 96.02 |
Analyst Ratings
Rating 3.22 | Target Price 9.89 | Buy 1 | Strong Buy 2 |
Buy 1 | Strong Buy 2 | ||
Hold 3 | Sell 3 | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Enfusion Inc
Company Overview
History and Background
Enfusion Inc. was founded in 2006. It evolved from a hedge fund technology provider to a comprehensive front-to-back office solution for investment managers. Significant milestones include expanding its product suite, growing its client base globally, and its IPO in 2021.
Core Business Areas
- Software as a Service (SaaS): Provides a fully integrated, cloud-native platform for investment management, covering portfolio management, accounting, and order execution.
- Managed Services: Offers outsourced operational support, including accounting, reconciliation, and reporting services.
Leadership and Structure
The leadership team includes Oleg Movchan as CEO. The company has a functional organizational structure with departments focused on product development, sales, marketing, and customer support.
Top Products and Market Share
Key Offerings
- Enfusion Platform: A unified, cloud-native investment management platform that includes portfolio management, accounting, order management, and analytics. While precise market share is difficult to ascertain, Enfusion is a significant player in the alternative investment technology space. Competitors include SimCorp, SS&C Technologies, and FIS.
Market Dynamics
Industry Overview
The investment management technology industry is growing, driven by increasing regulatory complexity, demand for operational efficiency, and the need for integrated data solutions.
Positioning
Enfusion positions itself as a provider of a unified, end-to-end platform, offering a competitive advantage over point solutions. Its cloud-native architecture and focus on alternative investments differentiate it.
Total Addressable Market (TAM)
The estimated TAM for investment management technology is in the billions of dollars. Enfusion is positioned to capture a share of this market by catering to the alternative investment segment.
Upturn SWOT Analysis
Strengths
- Integrated platform
- Cloud-native architecture
- Strong client relationships
- Experienced management team
- Focus on alternative investments
Weaknesses
- Relatively small compared to competitors
- Dependence on key personnel
- Limited geographic diversification
Opportunities
- Expanding into new asset classes
- Acquiring complementary technologies
- Increasing market share in existing markets
- Offering new services, such as data analytics
Threats
- Competition from larger, more established players
- Economic downturn
- Changes in regulations
- Cybersecurity threats
- Rapid technological changes
Competitors and Market Share
Key Competitors
- SSNC
- FIS
- SimCorp
Competitive Landscape
Enfusion competes on its integrated platform and cloud-native architecture. It faces competition from larger, more established players with broader product offerings.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Data not available
Future Projections: Analysts project continued revenue growth driven by new client acquisitions and expansion of existing client relationships.
Recent Initiatives: Recent initiatives include expanding the platform's capabilities and entering new geographic markets.
Summary
Enfusion is a moderately strong company with a well-integrated platform and a focus on alternative investments. Its cloud-native architecture and client relationships support future growth. The company is relatively small, and faces competition from larger players. Expanding into new markets and acquiring complementary technologies are key for sustained growth.
Similar Companies
FIS
Fidelity National Information Services Inc
FIS
Fidelity National Information Services Inc
SSNC
SS&C Technologies Holdings Inc
SSNC
SS&C Technologies Holdings Inc
Sources and Disclaimers
Data Sources:
- Company filings, industry reports, analyst estimates
Disclaimers:
This analysis is based on available information and is not financial advice. Market conditions and company performance may change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Enfusion Inc
Exchange NYSE | Headquaters Chicago, IL, United States | ||
IPO Launch date 2021-10-21 | CEO & Director Mr. Oleg Movchan | ||
Sector Technology | Industry Software - Application | Full time employees 1143 | Website https://www.enfusion.com |
Full time employees 1143 | Website https://www.enfusion.com | ||
Enfusion, Inc. provides software-as-a-service solutions for investment management industry in the United States, Europe, the Middle East, Africa, and the Asia Pacific. The company offers Portfolio Management System, which generates a real-time investment book of record that consists of valuation and risk tools, which allows users to analyze aggregated or decomposed portfolio data for chief investment officers (CIOs) and portfolio managers; and Order and Execution Management System that enables portfolio managers, traders, compliance teams, and analysts to electronically communicate trade orders for a variety of asset classes, manage trade orders, and systemically enforce trading regulations and internal guidelines. It also provides Accounting/General Ledger System, a proper double-entry ledger that automates the posting of general ledger journal entries for all cash and securities transactions for chief financial officers, chief operating officers, accountants, and operations teams; Enfusion Analytics System, which enables CIOs, portfolio managers, traders, and analysts to analyze portfolios through time horizons and automate customized visualized reports for internal and external stakeholders; and technology-powered and managed services. Enfusion, Inc. was founded in 1997 and is headquartered in Chicago, Illinois.
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