STNE vs. ENV

Last updated Jun 13, 2026

STNE (StoneCo Ltd.) and ENV (Envestnet, Inc.) are both stocks. Both operate in the Software - Application industry within the Technology sector. At a 0.34 correlation, their price movements are largely independent.

Performance

STNE vs. ENV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in StoneCo Ltd. (STNE) and Envestnet, Inc. (ENV). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

STNE

• 1D: 0.09%
• 1M: 16.20%
• YTD: -7.84%
• 6M: -12.12%
• 1Y: -2.22%
• 3Y*: 0.22%
• 5Y*: -26.45%
• 10Y*: —

ENV

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

STNE vs. ENV - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
STNE StoneCo Ltd.	-7.84%	85.57%	-55.80%	91.00%	-44.01%	-79.91%	110.38%	116.32%	-42.37%
ENV Envestnet, Inc.	0.00%	0.00%	27.50%	-19.74%	-22.23%	-3.58%	18.18%	41.55%	-5.71%

Correlation

The correlation between STNE and ENV is 0.34, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (3Y) Calculated over the trailing 3-year period	0.16
Correlation (5Y) Calculated over the trailing 5-year period	0.30
Correlation (All Time) Calculated using the full available price history since Oct 25, 2018	0.34

The correlation between STNE and ENV shifts across timeframes, from 0.16 (3 years) to 0.34 (all time), reflecting how their relationship changes across market environments.

Fundamentals

Total Revenue (TTM) STNE : R$11.69B ENV : $1.34B
Gross Profit (TTM) STNE : R$8.11B ENV : $911.20M
EBITDA (TTM) STNE : R$3.75B ENV : -$92.97M

Return for Risk

STNE vs. ENV — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

STNE

STNE Risk / Return Rank: 40
STNE Sharpe Ratio Rank: 41
STNE Sortino Ratio Rank: 39
STNE Omega Ratio Rank: 39
STNE Calmar Ratio Rank: 41
STNE Martin Ratio Rank: 41

ENV

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

STNE vs. ENV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for StoneCo Ltd. (STNE) and Envestnet, Inc. (ENV). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	STNE	ENV	Difference
Sharpe ratio: Return per unit of total volatility	-0.04	—	—
Sortino ratio: Return per unit of downside risk	0.29	—	—
Omega ratio: Gain probability vs. loss probability	1.04	—	—
Calmar ratio: Return relative to maximum drawdown	-0.06	—	—
Martin ratio: Return relative to average drawdown	-0.11	—	—

Drawdowns

Drawdown Indicators

	STNE	ENV	Difference
Max Drawdown Largest peak-to-trough decline	-92.31%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-40.22%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-57.64%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-89.72%	—	—
Current Drawdown Current decline from peak	-85.51%	—	—
Average Drawdown Average peak-to-trough decline	-61.22%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	20.10%	—	—

Volatility

Volatility by Period

	STNE	ENV	Difference
Volatility (1M) Calculated over the trailing 1-month period	14.09%	—	—
Volatility (6M) Calculated over the trailing 6-month period	39.14%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	51.30%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	64.94%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	67.40%	—	—

Dividends

STNE vs. ENV - Dividend Comparison

STNE's dividend yield for the trailing twelve months is around 22.47%, while ENV has not paid dividends to shareholders.

Position	TTM
ENV Envestnet, Inc.	0.00%
STNE StoneCo Ltd.	22.47%

Financials

Frequently Asked Questions

Can I hold both STNE and ENV in my portfolio?

STNE and ENV have a correlation of 0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.