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1. Company Snapshot

1.a. Company Description

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.It provides portfolio management system, which generates a real-time investment book of record that consists of valuation and risk tools that 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.


The company also offers accounting/general ledger system, a real-time accounting book of record 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 incorporated in 2021 and is headquartered in Chicago, Illinois.

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1.b. Last Insights on ENFN

Enfusion, Inc.'s recent performance is driven by several factors. Improving macro conditions, evident in rate cuts and reduced election uncertainty, are expected to boost demand sentiment and lead to revenue growth exceeding 20%. The company's strong execution, demonstrated by stable front book revenue growth, customer additions, and successful upmarket penetration, also contributes to its positive outlook. Additionally, the company's solid earnings history, despite missing Q4 earnings estimates, suggests a strong foundation for future growth.

1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

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Clearwater Analytics: Q3 Figures Show Enfusion Acquisition Brings Meaningful Growth

Nov -12

Source: seekingalpha.com

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Clearwater Analytics: 3 Acquisitions That Make This A Strong Buy

Apr -24

Source: seekingalpha.com

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Clearwater Analytics Finalizes Acquisition of Enfusion

Apr -21

Source: businesswire.com

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Clearwater Analytics and Enfusion Announce Preliminary Results of Election by Enfusion Shareholders Regarding Form of Merger Consideration

Apr -17

Source: businesswire.com

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Clearwater Analytics and Enfusion Announce Election Deadline for Enfusion Shareholders to Elect Form of Merger Consideration

Apr -02

Source: businesswire.com

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Enfusion, Inc. (ENFN) Lags Q4 Earnings and Revenue Estimates

Mar -03

Source: zacks.com

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Enfusion Announces Fourth Quarter and Full Year 2024 Results

Mar -03

Source: businesswire.com

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Clearwater Analytics and Enfusion Announce Expiration of Hart-Scott-Rodino Act Waiting Period For Proposed Acquisition of Enfusion

Feb -27

Source: businesswire.com

4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (11.93%)

6. Segments

Platform Subscriptions

Expected Growth: 12.07%

Enfusion's Platform Subscriptions growth of 12.07% is driven by increasing demand for cloud-based investment management solutions, expansion into new markets, and strategic partnerships. Additionally, the company's focus on innovation, customer satisfaction, and competitive pricing have contributed to the growth. Furthermore, the rising adoption of digital transformation in the financial industry has also fueled the demand for Enfusion's platform.

Managed Services

Expected Growth: 10.27%

Enfusion's Managed Services growth is driven by increasing demand for cloud-based investment management solutions, expansion into new markets, and strategic partnerships. The 10.27% growth rate is also attributed to the company's ability to provide scalable and customizable solutions, resulting in high client retention rates and increased adoption among hedge funds and asset managers.

Other

Expected Growth: 9.9%

Enfusion's 9.9% growth in 'Other' segment is driven by increasing demand for its cloud-based investment management solutions, expansion into new markets, and strategic partnerships. The company's ability to provide a unified platform for investment managers, hedge funds, and family offices has led to increased adoption and retention rates, resulting in sustained revenue growth.

7. Detailed Products

Enfusion IMS

A comprehensive investment management system that provides a single platform for managing the entire investment lifecycle, from portfolio management to trade execution and settlement.

Enfusion Risk

A risk management platform that provides real-time risk analytics, stress testing, and scenario analysis to help firms identify and mitigate potential risks.

Enfusion Compliance

A compliance platform that provides automated monitoring, reporting, and surveillance capabilities to help firms meet regulatory requirements and mitigate compliance risks.

Enfusion Analytics

A data analytics platform that provides real-time insights and visualization tools to help firms make informed investment decisions.

Enfusion Integration Services

A suite of integration services that provide seamless connectivity to various market data feeds, trading platforms, and other third-party systems.

8. Enfusion, Inc.'s Porter Forces

Forces Ranking

Threat Of Substitutes

Enfusion, Inc. operates in a niche market, providing a unique combination of investment management and technology solutions. While there are some substitutes available, they are not as comprehensive or integrated as Enfusion's offerings, reducing the threat of substitutes.

Bargaining Power Of Customers

Enfusion, Inc.'s customers are primarily institutional investors and asset managers, who have limited bargaining power due to the specialized nature of Enfusion's services and the high switching costs associated with changing providers.

Bargaining Power Of Suppliers

Enfusion, Inc. has a diversified supplier base, and its suppliers have limited bargaining power due to the company's significant scale and negotiating power.

Threat Of New Entrants

The threat of new entrants is low due to the high barriers to entry in the investment management and technology solutions market, including significant capital requirements, regulatory hurdles, and the need for specialized expertise.

Intensity Of Rivalry

The intensity of rivalry in the market is moderate, with a few established players competing for market share. However, Enfusion, Inc.'s unique value proposition and strong customer relationships help to mitigate the impact of rivalry.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 22.34%
Debt Cost 8.79%
Equity Weight 77.66%
Equity Cost 8.79%
WACC 8.79%
Leverage 28.76%

11. Quality Control: Enfusion, Inc. passed 7 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

Stock-Card
eGain

A-Score: 4.8/10

Value: 2.5

Growth: 5.4

Quality: 8.5

Yield: 0.0

Momentum: 10.0

Volatility: 2.3

1-Year Total Return ->

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CS Disco

A-Score: 4.5/10

Value: 7.4

Growth: 4.9

Quality: 5.4

Yield: 0.0

Momentum: 5.5

Volatility: 3.7

1-Year Total Return ->

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Stock-Card
Enfusion

A-Score: 4.5/10

Value: 0.7

Growth: 7.0

Quality: 5.7

Yield: 0.0

Momentum: 8.0

Volatility: 5.3

1-Year Total Return ->

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Stock-Card
BigCommerce

A-Score: 3.9/10

Value: 4.7

Growth: 7.2

Quality: 2.5

Yield: 0.0

Momentum: 3.0

Volatility: 5.7

1-Year Total Return ->

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Stock-Card
Compass

A-Score: 3.8/10

Value: 4.4

Growth: 5.7

Quality: 2.8

Yield: 0.0

Momentum: 7.5

Volatility: 2.7

1-Year Total Return ->

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Stock-Card
Asure Software

A-Score: 3.5/10

Value: 4.8

Growth: 4.1

Quality: 4.5

Yield: 0.0

Momentum: 3.0

Volatility: 4.3

1-Year Total Return ->

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Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

10.76$

Current Price

10.76$

Potential

-0.00%

Expected Cash-Flows