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Envela Corp (ELA) stock

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NYSE: ELA NYSE Other Specialty Retail Next results ~November 4, 2026

B+ Fundamentals grade

Envela Corp is a US-listed company in the other specialty retail industry. Its financial year ends in December.

Stock price today

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Third-party market data · may be delayed

Fair value per share

~$17

Cash-flow model

Base case. Range ~$13–$22 across our lower- and higher-growth cases (8%–18% a year).

Price vs value

Undervalued

The price is below our entire value range; our base value is 51% above it.

Price used: $11.25, November 2, 2026

Envela Corp valuation: adjust assumptions and compare models →

Who’s trading

What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.

  • Insiders1 buying, 0 selling3 purchases and 0 sales by directors and officers, last 12 monthsInsider trades
  • Funds59 adding, 29 cuttingOf 22 active managers that changed their stake, 15 added; quarter to June 30, 2026Fund buyers and sellers

Value diary

Our note on each quarter Envela files

Where Envela stands after its latest 10-Q

Revenue for the twelve months to June 2026 was $293m, up 47.7% on a year earlier, slower than the 54.2% growth a quarter earlier. That growth ranks 2 of 24 among the other specialty retail companies we cover. Free-cash-flow margin rose to 8.2% from 3.8% a year earlier. Operating margin widened to 9.6% from 5.2%. Against its peers on growth, profitability, cash generation and balance sheet, it grades B. It passes 7 of our 7 financial-health checks. Our cash-flow model value is $20.66 a share, against a share price of $11.36. At that price, our model says the market is pricing in about 1.7% a year of cash-flow growth for five years, slower than the 15.8% a year revenue growth it has delivered.

Source: 10-Q filed August 5, 2026 on SEC EDGAR · Financials · Valuation

Written from the company's filings and our models when each quarter's report arrives. Figures in older notes are as published at the time. Not investment advice.

The Fundamentalytics view

Next results ~November 4, 2026 (estimated)

Envela Corp's trailing-twelve-month revenue grew 47.7% year on year, with a free-cash-flow margin of 8.2%. Where it stands out: days sales outstanding of 4 days ranks 2 of 20 other specialty retail companies we cover. Where it lags: change in growth rate of -6.5pp ranks 32 of 35 other specialty retail companies we cover.

Our discounted-cash-flow model values the business at ~$17 per share in the base case (~$13–$22 across growth scenarios) — model values under stated assumptions, not a price target.

Current signal Free cash flow diverging from earnings: TTM free cash flow grew 219.2% while net income grew 162.2%: a 57pp divergence.

Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.

Highlights

How we pick these

Strengths

  • Priced below our value. The share price of $11.25 is 51% below our value per share of $17.
  • Fast growth. Revenue grew 47.7% over the last 12 months, against a median of 4.0% for other specialty retail companies we cover.
  • Margins widening. Operating margin is up 4.4 points on a year ago.
  • Net cash. Cash exceeds long-term debt by $0.0bn.
  • Beating expectations. Earnings per share beat the analysts' consensus estimate in each of the last four quarters.

Things to watch

  • Growth slowing. The growth rate is 6.5 points lower than a quarter earlier.
  • Volatile shares. Over the past year the shares showed annualised volatility of 72% and a beta of 1.3 against the S&P 500.
  • Below peers: gross margin. Gross margin of 21.7% ranks 28 of 31 other specialty retail companies we cover (median 36.5%).
  • Earnings expected to fall. The consensus expects earnings per share to fall 14% next year.

Latest results: FY2026 Q2

Filed August 5, 2026
Earnings per share
$0.16 against an average estimate of $0.12: beat by 33.3%
Revenue
$57m, up 3.5% on a year earlier
Next report
November 4, 2026

Envela's figures from its SEC filings and results release; estimates are the analysts' average. Not a recommendation.

Price chart

  • 1 day+0.4%
  • 1 week+0.3%
  • 1 month-7.5%
  • This year-15.9%
  • 1 year+23.8%
  • 5 years+164.7%
  • S&P 500 this year+11.2%

Closing prices to 2026-11-02. Price change only, dividends excluded.

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Third-party market data · may be delayed

At a glance

Trailing twelve months, from SEC filings

Profitability

Revenue (TTM)
$293M
Operating margin
9.6%
Net margin
7.6%
EPS (TTM, diluted)
$0.86

Growth

Revenue growth
+47.7%
Change in growth rate
−6.5 pts
Share count change
−0.2%

Cash

Free cash flow (TTM)
$24M
FCF margin
8.2%

Earnings

Last results
May 4, 2022

News & updates

Updated October 31, 2026

Company announcements, filed results and changes that matter to shareholders.

No recent updates are available for ELA from the sources we follow. See filings →

Refreshed hourly when new source data is available. Summaries are checked against company releases and SEC filings. Company announcement headlines are labelled when a checked summary is unavailable.

Valuation

Envela Corp valuation models and calculator

What the price is pricing in

The share price implies about 1.6% a year of cash-flow growth for five years.That is slower than the 15.8% a year revenue growth Envela has delivered.

  • Priced in1.6%
  • Last 12 months47.7%
  • 3 years a year14.8%
  • 5 years a year15.8%

Our cash-flow model with every input fixed except growth over the next five years, solved for the growth at which the model value equals the share price ($11.32, Nov 3, 2026). Cash-flow growth then fades to 2.5% a year; discount rate 8.5%. Delivered figures are revenue growth from SEC filings. This is a model exercise, not investment advice or a forecast of the share price. All companies

Fundamentalytics rating

model v1.6 · 2026-11-03
Buy12-month view
12-month price target
~$17
Price used
$11.32close November 3, 2026
Implied change
▲ +50%
Uncertainty
Medium

How we got here: a discounted-cash-flow model of Envela Corp's free cash flow after stock-based pay with after-tax interest added back ($16.5M, FY2026 Q2 TTM), growing -1.2% and 8.7% in the next two years (forecasts, guidance and its record), then back to 13% by year five, and fading to 2.5%, discounted at 8.5%. Lower and higher growth cases span ~$13–~$22 ; that spread sets a 25% margin before we rate Buy or Sell.

Produced by Fundamentalytics' automated valuation model on November 3, 2026, using delayed market prices. Rating meanings, methodology and conflicts: recommendations disclosure and research disclaimer. General research, not personal advice — it does not consider your circumstances. Prices can fall as well as rise.

Our value per share comes from a discounted-cash-flow model of Envela Corp's free cash flow after stock-based pay ( $16.5M, FY2026 Q2 TTM, with after-tax interest added back): growth for five years as below (the first two years from forecasts, guidance and the company's record), fading to 2.5%, discounted at 8.5%, then cash added and debt and other claims subtracted. These are model values under stated assumptions, not price targets or recommendations.

Valuation models

We value Envela Corp as an operating company, with every model that fits that kind of business. Cost of equity 9.3%: the 10-year Treasury yield (4.9%) plus a beta of 0.97 times a 4.5% equity risk premium.

Value per share by model
Model Value per share In the combined value?
Cash-flow model (DCF) Free cash flow to the firm (after stock pay, with after-tax interest added back), grown then faded to 2.5%, discounted at 8.5% as the firm rate, less debt and other claims. ~$17 ~$13–$22 Primary model, counts double
Price-to-earnings vs peers Earnings per share times peers' typical (harmonic-mean) price-to-earnings. ~$8.4 ~$7.4–$19 Included
Residual income Book value plus the present value of returns above the cost of equity, fading over ten years. ~$23 ~$16–$33 Included
Justified price-to-book Book value times (return on equity - growth) / (cost of equity - growth): steady-state returns. ~$12 ~$10–$14 Included
Combined value Weighted average of the models that apply: the primary model (cash-flow model (dcf)) counts double. Models more than 5x or less than 0.2x the share price, or more than 3x away from the other models' median, are left out. ~$15 ~$8.4–$23 4 models

Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare Envela Corp with Other Specialty Retail in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.

What moves the value

  • Revenue growth 5 points lower ▼ −23%
  • Revenue growth 5 points higher ▲ +30%
  • Free-cash-flow margin 1 point lower ▼ −12%
  • Last year's free-cash-flow margin change, if it persists ▲ more than doubles
  • Discount rate 1 point higher ▼ −16%
Value per share under different assumptions
Discount rate ↓ / growth → −5% growth0% growth5% growth10% growth15% growth20% growth
7% $10$13$18$24$31$41
8.5% $8$10$14$18$23$30
10% $7$9$11$14$18$23

Valuation multiples over time Market data may be delayed

At fiscal year end 20152016201720182019202020212022202320242025Now
Share price$0.33$1.24$0.93$0.46$1.35$5.20$4.07$5.26$4.86$7.18$13.38$11.25
Market value$8m$33m$26m$12m$36m$140m$110m$142m$130m$188m$348m$292m
+ Net debt (− = net cash)$2m−$1m−$1m−$1m$5m$8m$10m−$1m−$2m−$3m−$442746−$26m
Enterprise value$10m$31m$24m$11m$41m$148m$119m$141m$129m$184m$347m$266m
Multiples
Price / sales 0.1x0.7x0.4x0.2x0.4x1.2x0.8x0.8x0.7x1.0x1.4x1.0x
Price / earnings ——13.9x18.9x13.1x21.9x10.9x9.0x18.2x27.8x23.8x13.1x
Price / free cash flow ———49.7x—135.7x—14.5x34.4x27.9xn/m12.2x
EV / EBITDA ——10.7x11.7x11.0x19.7x11.4x9.1x12.7x19.0x17.4x8.9x

Market value uses the period's diluted share count; figures for each fiscal year use that year's results and the price at year end. "Now" uses today's price and the last twelve months.

Moat

50 /100

Moderate moat

How hard Envela's competitive advantage looks for rivals to wear away, judged from 10 years of its own filings: returns on capital, pricing power, profit durability, cash conversion and discipline.

  • Returns on capital 20 / 20

    Net income has been a median 13.4% of total assets over 10 years.

  • Pricing power 8 / 20

    Gross margin has been a median 22.0%, moving by 2.8 percentage points (standard deviation) across 10 years.

  • Durability 0 / 20

    Operating margin has been a median 5.0%; its worst year was -3.8%.

  • Cash conversion 9 / 20

    Free cash flow was positive in 8 of 10 years, at a median 2.6% of revenue.

  • Discipline 18 / 20

    The diluted share count fell 3.6% over five years; stock-based pay has been a median 0.1% of revenue.

AI disruption exposure: Medium. In this industry, AI could change how the product is made or sold, without replacing the core asset. The score above includes a 5-point deduction for that exposure (55 before it).

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

Forecasts and guidance

Next results: November 4, 2026, after the close. Analysts expect revenue of $52m for the quarter.

Analysts' consensus

Fiscal yearEPSGrowthRevenueGrowth
Current $0.74 +32% $268m +11%
Next $0.64 −14% $245m −9%

Next year's EPS estimate has moved −3.1% in 90 days, across 2 analysts.

How the EPS forecast has moved

The consensus EPS forecast for the current fiscal year is +2.1% on 90 days ago. In the last 30 days, 1 analyst raised Envela Corp's forecast and 0 cut it.

Consensus EPS forecast Envela Corp, last 90 days
$0.60 $0.65 $0.70 $0.75 90 days ago 60 days ago 30 days ago 7 days ago Now Current fiscal year, 90 days ago: $0.72 Current fiscal year, 60 days ago: $0.72 Current fiscal year, 30 days ago: $0.72 Current fiscal year, 7 days ago: $0.72 Current fiscal year, Now: $0.74 $0.74 Next fiscal year, 90 days ago: $0.66 Next fiscal year, 60 days ago: $0.66 Next fiscal year, 30 days ago: $0.66 Next fiscal year, 7 days ago: $0.66 Next fiscal year, Now: $0.64 $0.64

Average of analysts' published estimates (third-party data).

View chart data
Period Current fiscal yearNext fiscal year
90 days ago $0.72$0.66
60 days ago $0.72$0.66
30 days ago $0.72$0.66
7 days ago $0.72$0.66
Now $0.74$0.64

Earnings against estimates

Quarter toEstimateActualSurprise
Jun 2026 $0.12 $0.16 +33.3%
Mar 2026 $0.13 $0.34 +161.5%
Dec 2025 $0.09 $0.23 +170.6%
Sept 2025 $0.07 $0.13 +100.0%

Adjusted EPS as companies report it, against the average analyst estimate.

Management guidance

Earnings release, May 4, 2022

No numeric guidance in Envela Corp's latest earnings release (filed May 4, 2022). Some companies give their outlook only on the earnings call.

How our valuation uses these forecasts

Our cash-flow model grows Envela Corp's revenue by -1.2% next year and +8.7% the year after, then fades back toward its own record by year five. Next year's rate weighs analysts' consensus (-12.6%, weight 56%) and the company's own record (+13.0%, weight 44%) . How the weights are set.

Analyst recommendations

2 analysts, Oct 2026
Buy2100%
Hold00%
Sell00%

Monthly trend

  1. Oct 202622

Counts of recommendations published by analysts covering Envela Corp, by month. Source: Aggregated broker recommendations (third-party data). Aggregated counts only: we do not reproduce any firm's recommendation or price target, and these are not Fundamentalytics ratings.

Positioning

Short interest
7.4%
of tradable shares
Days to cover
4.27
at average volume
Short interest, 1 month
+11%
to October 15, 2026
Held by institutions
21%
of shares
Held by insiders
74.0%
of shares
Employees
276
full time

Consensus figures average analysts' published estimates (third-party data); guidance is the company's own. Neither is our forecast. Short interest is reported twice a month and lags. Market data may be delayed.

This section is general information, not investment advice or a personal recommendation, and it does not take account of your objectives or circumstances. Forecasts and guidance are estimates, not promises: companies miss their own guidance and analysts' figures are often revised. Prices can fall as well as rise, and you can lose money. See our disclaimer.

Share-price performance

Market data may be delayed

What moved the share price

Last 12 months +23.8%

$9.09 on October 31, 2025 to $11.25

ThenNowEffect
Revenue (last 12 months) $198m $293m +47.7%
Net margin 4.3% 7.6% +77.4%
P/E multiple 27.7x 13.1x −52.9%
Share count 26m 26m +0.2%

Biggest factor: p/e multiple.

Last 3 years +197.6%

$3.78 on November 3, 2023 to $11.25

ThenNowEffect
Revenue (last 12 months) $194m $293m +51.4%
Net margin 6.9% 7.6% +10.9%
P/E multiple 7.6x 13.1x +70.9%
Share count 27m 26m +3.7%

Biggest factor: p/e multiple.

The effects multiply back to the price change exactly. Results are the last 12 months as known on each date (filings assumed public 45 days after quarter end).

Return and risk by year

Calendar year 202120222023202420252026 to date
Return
ELA−22%+29%−8%+48%+86%−16%
Industry peers (median)+44%−35%+3%−23%−11%−21%
S&P 500+29%−18%+26%+25%+18%+11%
Months that ended higher
ELA33%58%58%58%58%55%
S&P 50075%42%67%75%75%46%
Largest fall from a high during the year
ELA−46%−46%−60%−14%−29%−61%
S&P 500−5%−25%−10%−8%−19%−9%

Worst fall since November 2, 2015: 78% from June 23, 2017 to December 21, 2018. Getting back needed a 355% gain, reached on January 22, 2020, 397 days after the low.

Price behaviour

52-week range
$9.41 – $28.88
From 52-week high
−61.0%
vs 50-day average
−10.7%
vs 200-day average
−35.0%
Volatility (1 year)
72%
Beta vs S&P 500
1.31

Volatility is the annualised standard deviation of daily returns. Beta 1.5 means the shares typically moved 1.5% for each 1% move in the S&P 500 over the past year. Prices to November 2, 2026.

Share price after results

Next day
6 up, 6 down
typical move ±4.2%
After a week
6 up, 6 down
typical move ±9.4%
After a month
6 up, 6 down
typical move ±25.2%
Results releasedNext dayS&P 500 next day5 days21 days
May 4, 2022 −9.3% −0.6% −10.6% +8.0%
May 23, 2019 +17.8% −1.0% +60.0% +197.8%
April 17, 2019 0.0% 0.0% −2.2% +4.4%
November 21, 2018 +3.7% −0.3% −14.8% −27.8%
August 15, 2018 +2.9% +0.1% +2.9% −5.9%
May 14, 2018 −3.9% −0.6% 0.0% −6.6%
March 22, 2018 +3.5% −4.6% −3.5% 0.0%
November 9, 2017 +1.9% −0.4% −3.8% −7.5%
August 14, 2017 −3.0% +1.0% +3.0% +3.0%
July 7, 2017 0.0% +0.8% +1.8% −9.1%
May 18, 2017 +4.5% +1.1% +5.7% +5.1%
November 14, 2016 0.0% +0.9% +4.4% +27.8%

From the close before the release date to the close 1, 5 and 21 trading days after it, so releases before the open and after the close are both captured. Past moves don't predict future ones.

Options strategies

All options ideas

How Envela Corp’s listed options are priced, and three ways to use them that follow from our valuation. Quotes are delayed, read November 2, 2026. Check the live chain at your broker before trading.

Cash-secured put

Not offered: no liquid put with an effective price at or below fair value.

We suggest selling a put only on well-rated companies, at a strike where the price you would pay if assigned (strike less premium) is at or below our fair value.

Covered call

Not offered: no liquid call at or above our price target — the model says the upside is worth more than any listed strike.

For holders: sell a call at a strike at or above our fair value, so the shares are only sold at a price the model calls full value.

Collar

Not offered: the shares trade below our fair value: a collar caps upside the model expects.

For holders of a stock trading at or above our fair value: buy a put for a floor and sell a call to pay for it.

General research, not personal advice. Options can lose you more than you expect and are not suitable for everyone: put sellers can be made to buy shares that keep falling, call sellers give up gains above the strike, and results or news can move prices sharply. Chances shown are approximations from each option’s delta. Spreads, fees and early assignment are not modelled.

Envela Corp in five measures

Fundamentals grade B+
Growth Profitability Cash Balance sheet Value

Growth, profitability, cash generation and balance sheet are percentiles against the companies we cover in the same industry, from SEC filings (100 = best). Value compares the share price with our modelled value range (50 = at our base value; higher = cheaper). A description of reported data and our model — not a quality score or advice.

Fundamentals

Revenue (TTM) Envela Corp
$150M $200M $250M $300M FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Revenue (TTM), FY23 Q3: $185.2M Revenue (TTM), FY23 Q4: $175.3M Revenue (TTM), FY24 Q1: $165.3M Revenue (TTM), FY24 Q2: $159.5M Revenue (TTM), FY24 Q3: $169.5M Revenue (TTM), FY24 Q4: $180.4M Revenue (TTM), FY25 Q1: $188.8M Revenue (TTM), FY25 Q2: $198.4M Revenue (TTM), FY25 Q3: $208.8M Revenue (TTM), FY25 Q4: $241M Revenue (TTM), FY26 Q1: $291.1M Revenue (TTM), FY26 Q2: $293M $293M

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Revenue (TTM)
FY23 Q3 $185.2M
FY23 Q4 $175.3M
FY24 Q1 $165.3M
FY24 Q2 $159.5M
FY24 Q3 $169.5M
FY24 Q4 $180.4M
FY25 Q1 $188.8M
FY25 Q2 $198.4M
FY25 Q3 $208.8M
FY25 Q4 $241M
FY26 Q1 $291.1M
FY26 Q2 $293M
Revenue growth, TTM YoY Envela Corp
-20% 0% 20% 40% 60% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Revenue growth, TTM YoY, FY23 Q3: 3.3% Revenue growth, TTM YoY, FY23 Q4: -4.1% Revenue growth, TTM YoY, FY24 Q1: -10.7% Revenue growth, TTM YoY, FY24 Q2: -17.6% Revenue growth, TTM YoY, FY24 Q3: -8.5% Revenue growth, TTM YoY, FY24 Q4: 2.9% Revenue growth, TTM YoY, FY25 Q1: 14.2% Revenue growth, TTM YoY, FY25 Q2: 24.3% Revenue growth, TTM YoY, FY25 Q3: 23.2% Revenue growth, TTM YoY, FY25 Q4: 33.6% Revenue growth, TTM YoY, FY26 Q1: 54.2% Revenue growth, TTM YoY, FY26 Q2: 47.7% 47.7%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Revenue growth, TTM YoY
FY23 Q3 3.3%
FY23 Q4 -4.1%
FY24 Q1 -10.7%
FY24 Q2 -17.6%
FY24 Q3 -8.5%
FY24 Q4 2.9%
FY25 Q1 14.2%
FY25 Q2 24.3%
FY25 Q3 23.2%
FY25 Q4 33.6%
FY26 Q1 54.2%
FY26 Q2 47.7%
Operating margin (TTM) Envela Corp
4% 6% 8% 10% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Operating margin (TTM), FY23 Q3: 5.9% Operating margin (TTM), FY23 Q4: 5.0% Operating margin (TTM), FY24 Q1: 4.8% Operating margin (TTM), FY24 Q2: 4.9% Operating margin (TTM), FY24 Q3: 4.6% Operating margin (TTM), FY24 Q4: 4.5% Operating margin (TTM), FY25 Q1: 4.7% Operating margin (TTM), FY25 Q2: 5.2% Operating margin (TTM), FY25 Q3: 6.0% Operating margin (TTM), FY25 Q4: 7.5% Operating margin (TTM), FY26 Q1: 9.0% Operating margin (TTM), FY26 Q2: 9.6% 9.6%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Operating margin (TTM)
FY23 Q3 5.9%
FY23 Q4 5.0%
FY24 Q1 4.8%
FY24 Q2 4.9%
FY24 Q3 4.6%
FY24 Q4 4.5%
FY25 Q1 4.7%
FY25 Q2 5.2%
FY25 Q3 6.0%
FY25 Q4 7.5%
FY26 Q1 9.0%
FY26 Q2 9.6%
FCF margin (TTM) Envela Corp
0% 5% 10% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 FCF margin (TTM), FY23 Q3: 2.3% FCF margin (TTM), FY23 Q4: 2.2% FCF margin (TTM), FY24 Q1: 2.6% FCF margin (TTM), FY24 Q2: 2.6% FCF margin (TTM), FY24 Q3: 3.0% FCF margin (TTM), FY24 Q4: 3.5% FCF margin (TTM), FY25 Q1: 2.0% FCF margin (TTM), FY25 Q2: 3.8% FCF margin (TTM), FY25 Q3: 4.0% FCF margin (TTM), FY25 Q4: 0.6% FCF margin (TTM), FY26 Q1: 7.3% FCF margin (TTM), FY26 Q2: 8.2% 8.2%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period FCF margin (TTM)
FY23 Q3 2.3%
FY23 Q4 2.2%
FY24 Q1 2.6%
FY24 Q2 2.6%
FY24 Q3 3.0%
FY24 Q4 3.5%
FY25 Q1 2.0%
FY25 Q2 3.8%
FY25 Q3 4.0%
FY25 Q4 0.6%
FY26 Q1 7.3%
FY26 Q2 8.2%

Data: SEC EDGAR XBRL company facts (as filed in 10-K/10-Q); forms 10-K, 10-K/A, 10-Q, 10-Q/A. Generated November 3, 2026. Definitions in our methodology.

Where the money goes

FY2025, from the 10-K

Each dollar Envela took in during FY2025, followed through to profit: what it cost to make, what went on running the business, and what was left after tax.

  1. Revenue $241M
  2. Cost of revenue $187M · 77.6%
  3. Gross profit $53.9M · 22.4%
  4. Selling, general and admin $33.9M · 14.1%
  5. Other operating costs $1.9M · 0.8%
  6. Operating income $18.1M · 7.5%
  7. Income tax $4.1M · 1.7%
  8. Net income $14.6M · 6.1%

Shares of revenue. Source: Envela's 10-K for FY2025, as filed with the SEC. "Other" lines are what the reported lines leave unexplained.

Financial statements

US$ millions unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

Fiscal year 2010 Dec 2010 2011 Dec 2011 2012 Dec 2012 2013 Dec 2013 2014 Dec 2014 2015 Dec 2015 2016 Dec 2016 2017 Dec 2017 2018 Dec 2018 2019 Dec 2019 2020 Dec 2020 2021 Dec 2021 2022 Dec 2022 2023 Dec 2023 2024 Dec 2024 2025 Dec 2025 LTM Jun 2026
Income
Revenue 83 139 128 87 71 61 48 62 54 82 114 141 183 175 180 241 293
Gross profit 12 20 24 14 13 10 8 11 10 16 23 31 45 42 44 54 64
EBITDA 1 7 −1 −0 −0 −1 −3 2 1 4 8 10 15 10 10 20 30
Operating income 0 7 −1 −1 −0 −2 −4 2 1 3 7 9 14 9 8 18 28
Net income 11 1 −2 −3 −5 −2 −4 2 1 3 6 10 16 7 7 15 22
Diluted EPS $0.48 $0.04 −$0.10 −$0.11 −$0.18 −$0.09 −$0.15 $0.07 $0.02 $0.10 $0.24 $0.37 $0.58 $0.27 $0.26 $0.56 $0.86
Growth (year on year)
Revenue — +68.5% −8.1% −31.9% −18.8% −13.9% −20.7% +28.3% −12.8% +51.7% +38.9% +23.7% +29.6% −4.1% +2.9% +33.6% +47.7%
EBITDA — — −107.5% — — — — — −58.8% — +99.8% +38.7% +47.7% −34.3% −4.0% +105.7% +149.2%
Operating income — — −118.4% — — — — — −66.7% — +109.4% +39.9% +46.8% −37.2% −6.8% +122.0% +172.8%
Net income — −90.6% — — — — — — −64.2% — +129.6% +57.4% +56.1% −54.4% −5.5% +116.0% +162.2%
Diluted EPS — −90.6% — — — — — — −71.4% — +140.0% +54.2% +56.8% −53.4% −3.7% +115.4% +162.6%
Margins
Gross margin 15.0% 14.5% 19.0% 16.3% 17.9% 16.0% 17.2% 18.2% 17.9% 19.8% 20.2% 22.1% 24.5% 23.8% 24.6% 22.4% 21.7%
EBITDA margin 0.8% 5.0% −0.4% −0.2% −0.0% −2.3% −6.6% 3.7% 1.7% 4.6% 6.6% 7.4% 8.4% 5.8% 5.4% 8.3% 10.2%
Operating margin 0.3% 4.7% −0.9% −0.6% −0.6% −3.2% −7.4% 3.2% 1.2% 4.0% 6.0% 6.7% 7.6% 5.0% 4.5% 7.5% 9.6%
Net margin 13.0% 0.7% −1.8% −3.1% −6.4% −3.7% −8.3% 3.0% 1.2% 3.4% 5.6% 7.1% 8.6% 4.1% 3.7% 6.1% 7.6%
Free-cash-flow margin −2.9% 5.4% −1.1% 1.8% −2.5% −0.5% −1.7% −0.2% 0.5% −0.8% 0.9% −0.2% 5.3% 2.2% 3.7% 0.6% 8.2%
Cash flow
Cash from operations −2 8 −0 2 −2 0 0 0 0 −1 7 3 10 6 10 3 26
Capital spending 0 1 1 0 0 0 1 0 0 0 6 3 0 2 3 1 2
Free cash flow −2 7 −1 2 −2 −0 −1 −0 0 −1 1 −0 10 4 7 1 24
Stock-based pay 0 3 0 0 0 0 0 0 0 0 0 0 0 — — — —
Free cash flow after stock pay −2 5 −1 2 −2 −0 −1 −0 0 −1 1 −0 10 — — — —
Balance sheet
Cash 1 6 3 3 2 2 1 1 1 5 9 10 17 18 21 18 43
Total debt 7 8 6 4 4 4 0 0 — 10 17 20 16 16 17 18 17
Net debt (negative = net cash) 6 2 3 2 2 2 −1 −1 −1 5 8 10 −1 −2 −3 −0 −26
Diluted shares 22m 22m 24m 24m 24m 25m 26m 27m 27m 27m 27m 27m 27m 27m 26m 26m 26m
Returned to shareholders
Buybacks — — — — — — — — — — — — — 2 2 0 —
Total returned — — — — — — — — — — — — — 2 2 0 —

Source: SEC EDGAR XBRL company facts (US and foreign periodic filings); column headings link to the filing. EBITDA is operating income plus depreciation and amortisation. Free cash flow is cash from operations minus capital spending. Growth is left blank when last year's figure was a loss or under 2% of revenue. Share counts and EPS are restated for stock splits. A dash means the company didn't report the figure.

Financial health

7 of 7 checks passed · June 30, 2026
What it owns · $108m
Short-term assets $78mLonger-term assets $30m
What it owes, and who funded it · $108m
Short-term liabilities $18mLonger-term liabilities $10mShareholders' equity $80m
  • Short-term assets cover short-term liabilities $78m of assets due within a year against $18m of liabilities due within a year.
  • Short-term assets cover long-term liabilities $78m short-term assets against $10m of longer-dated liabilities.
  • More cash than debt $43m of cash against $10m of debt.
  • Debt below 40% of shareholders' equity Debt is 12% of equity.
  • Debt burden no higher than five years ago Debt to equity moved from 58% to 12% over five years.
  • A year's operating cash flow covers at least 20% of debt $26m of operating cash flow against $10m of debt.
  • Operating profit covers interest at least five times over Operating income of $28m against $351,512 of interest.

From Envela Corp's latest balance sheet as filed. Checks are fixed, documented rules (methodology), counted only where the company reports the figures — a dot means the filing doesn't break the item out. Descriptions of reported data, not advice.

Dividends, buybacks and capital spending

FY2025 Q4 TTM
Buybacks (TTM)
$188,908
Returned to shareholders
14%
of free cash flow
Buybacks, last 3 fiscal years
$4.8M
Diluted share count
−0.2%
year over year
Total shareholder yield
0.1%
dividends 0.0% + buybacks 0.1% of market value
Sales & admin spending
11.5%
of revenue
Days sales outstanding
4 days
receivables vs revenue

Competitors: side by side with peers

Closest by revenue in other specialty retail
Last 12 months unless stated ELA RENT BARK TKLF HITI LIVE Median
Revenue, last 12 months $293m $367m $371m $373m $424m $434m $1.2bn
Revenue growth, last 12 months 47.7% 21.2% −21.2% 77.6% 10.5% −2.2% 4.0%
Revenue growth, 3-year average 14.8% 6.6% −10.9% — — 10.1% 2.6%
Revenue growth, latest quarter 3.5% 20.8% −23.4% — — −3.2% 2.3%
Gross margin 21.7% 74.7% 63.4% 0.4% 25.8% 33.1% 36.5%
Operating margin 9.6% −12.3% −8.6% 0.9% −2.4% 2.4% 2.2%
Operating margin, 3-year average 6.5% −18.3% −8.1% — — 0.6% 1.5%
Net margin 7.6% 11.8% −8.4% 0.2% −8.5% −0.6% 0.8%
Cash from operations / revenue 8.8% 0.2% −5.7% −2.8% 4.0% 4.9% 5.5%
Free-cash-flow margin 8.2% — −6.5% −2.8% 2.3% 3.2% 3.0%
Free-cash-flow margin, 3-year average 4.9% — −2.8% — — 2.7% 2.7%
Stock pay / revenue 0.0% 1.0% 3.7% — 0.7% 0.0% 0.6%
Change in share count −0.2% 18.2% 1.6% 0.2% 3.3% 9.7% 0.7%

Median of all 35 companies we cover in other specialty retail. Shaded: best of the six on that line (lowest for stock pay and share-count growth). 3-year figures average the last three 12-month periods; 3-year growth is compound annual. Source: SEC filings.

Peer comparison

35 other specialty retail companies
Measure Company Peer median Rank
Revenue growth Growth 47.7% 4.0% 3 of 35
Change in growth rate Growth -6.5pp -0.2pp 32 of 35
Gross margin Profitability 21.7% 36.5% 28 of 31
Operating margin Profitability 9.6% 2.2% 5 of 33
Net margin Profitability 7.6% 0.8% 6 of 35
Free-cash-flow margin Cash generation 8.2% 3.1% 5 of 34
Long-term debt as % of assets Balance sheet 1.9% 14.2% 3 of 26
Change in share count Balance sheet -0.2% 0.6% 13 of 33
Days sales outstanding Balance sheet 4 days 13 days 2 of 20

Rank 1 = best in the group (for spending, debt and dilution, lower ranks first).

Where the revenue comes from

Fiscal year to December 31, 2025
Segments
Line of business Revenue Share YoY
Consumer $193M 80.0% ▲ 47.7%
Commercial $48.3M 20.0% ▼ 3.2%

From Envela Corp's 10-K filed March 18, 2026, as tagged in the filing. View filing. Indented rows are part of the line above; their share is of that line. In the bars, the faint bar behind is the year before.

Who owns it

Funds buying and selling
Reported value
$145M
Institutions reporting
94
Shares held vs prior quarter
▲ 0.6%
Positions opened / closed
30 / 7

Top buyers and sellers, Q2 2026: 59 institutions bought and 29 sold ; the biggest buyer was Lazard Asset Management LLC (+98K shares) and the biggest seller Topline Capital Management, LLC (−367K). See which funds bought and sold →

Largest reported holders, June 30, 2026
Manager Value Shares Share of 13F value Shares QoQ
Mink Brook Asset Management LLC $36.1M 1.2M 24.9% ▼ 2.3%
Topline Capital Management, LLC $11.9M 413K 8.2% ▼ 47.0%
Blackrock, Inc. $11.9M 411K 8.2% ▲ 31.1%
Vanguard Capital Management LLC $8.4M 290K 5.8% ▼ 26.1%
Renaissance Technologies LLC $7.6M 263K 5.2% ▲ 0.7%
Geode Capital Management, LLC $4.8M 165K 3.3% ▲ 8.1%
Nuveen, LLC $4.7M 163K 3.3% ▲ 35.7%
Arrowstreet Capital, Limited Partnership $4.7M 163K 3.2% ▼ 1.3%
State Street Corp $4M 140K 2.8% ▲ 27.1%
Allspring Global Investments Holdings, LLC $3.8M 133K 2.6% ▼ 36.5%
Dimensional Fund Advisors LP $3.7M 128K 2.5% ▲ 47.9%
Lazard Asset Management LLC $2.8M 98K 2.0% New

From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Envela Corp's complete shareholder register. Values are as reported by the filers ; 1 inconsistently scaled filing rows were excluded.

Insider trading activity

Full insider history and chart
Insider purchases History → $3,822 3 trades by 1 insider, last 12 months Insider sales History → $0 0 trades by 0 insiders
Net ▲ $3,822 net buying
Insider Date Trade Shares Price Value
Deluca John Garrett CFO August 31, 2026 Buy 105 $13.76 $1,445
Deluca John Garrett CFO May 22, 2026 Buy 55 $23.94 $1,317
Deluca John Garrett CFO November 28, 2025 Buy 90 $11.78 $1,060

From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.

Earnings dates and SEC filings

Results announcements

Next expected around August 8, 2022 estimated from the company's past filing pattern, not announced

  • May 4, 2022
  • May 23, 2019
  • April 17, 2019
  • November 21, 2018
  • August 15, 2018
  • May 14, 2018

Recent SEC filings

Data status

When each part of this page on Envela Corp was last updated.

DataLast updatedSource
Share priceExchange closing prices
Financial statementsSEC 10-K and 10-Q filings
News and updatesCompany releases and SEC 8-K filings
Analyst estimatesAggregated analyst estimates
Valuation and scoresOur models, from the filed figures

How we build and check these figures: methodology and data sources.

Envela Corp in brief

What does Envela Corp do?
Envela Corp is a US-listed company in the other specialty retail industry. Its financial year ends in December.
What is Envela Corp's stock ticker?
Envela Corp trades under the ticker ELA on NYSE. This page brings together its financial statements, valuation models, ownership and recent company updates.
What is Envela Corp's revenue, and how fast is it growing?
Over its most recent trailing twelve months, Envela Corp reported revenue of $293M, 47.7% higher than a year earlier, according to its SEC filings.
What is Envela Corp's free cash flow?
Envela Corp's free-cash-flow margin is 8.2% of revenue over the trailing twelve months, ranking 5 of the 34 other specialty retail companies we cover.
What is Envela Corp's fair value (intrinsic value) per share?
Our discounted-cash-flow model of Envela Corp's free cash flow after stock-based pay gives ~$17 per share in the base case, and ~$13–$22 across growth scenarios. These are model values under stated assumptions — not a price target or a recommendation.
Who are Envela Corp's largest institutional shareholders?
By value reported in 13F filings for June 30, 2026, the largest reported holders are Mink Brook Asset Management LLC, Topline Capital Management, LLC and Blackrock, Inc. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
Is Envela Corp buying back stock, and does it pay a dividend?
Envela Corp spent $188,908 on share repurchases over the trailing twelve months, and its diluted share count fell 0.2% over the year.
What is Envela Corp's market cap?
On November 2, 2026, Envela Corp's market capitalisation was about $292M, with a price-to-earnings ratio of 13.1 and net debt of -$26.2M. Market figures come from third-party market data and may be delayed.
How much debt does Envela Corp have?
Envela Corp's debt-to-equity ratio is 12.1%, from its latest balance sheet (57.8% five years earlier). The financial health section below sets out its other solvency checks.
Who are Envela Corp's competitors?
In our Other Specialty Retail peer group, the companies closest to Envela Corp are Rent The Runway, Inc., Bark, Inc., Tokyo Lifestyle Co., Ltd., High Tide Inc. and Live Ventures Inc. The side-by-side comparison below sets their revenue, margins and growth against Envela Corp's.
Are insiders buying or selling Envela Corp stock?
Over the last 12 months, Envela Corp's directors and officers reported 3 open-market purchases and 0 sales on Form 4. The insider trading page charts every trade.
When is Envela Corp's next earnings date?
Around November 4, 2026, estimated from the spacing of its past results announcements (8-K filings). That is an estimate, not a confirmed date — Envela Corp announces its own schedule.