Eaton Vance Financials
EVF Stock | USD 5.85 0.02 0.34% |
Current Value | Last Year | Change From Last Year | 10 Year Trend | ||||||
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Net Profit Margin | 0.7 | 0.8 |
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Debt Equity Ratio | 0.0709 | 0.0746 |
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Current Ratio | 0.23 | 0.24 |
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Investors should never underestimate Eaton Vance's ability to pay suppliers on time, ensure interest payments are not accumulating, and correctly time where and how to reinvest extra cash. Individual investors need to monitor Eaton Vance's cash flow, debt, and profitability to make informed and accurate decisions about investing in Eaton Vance Senior.
Net Income |
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Eaton | Select Account or Indicator |
Understanding current and past Eaton Vance Financials, including the trends in assets, liabilities, equity and income are directly related to making proper and timely investing decisions. All of Eaton Vance's financial statements are interrelated, with each one affecting the others. For example, an increase in Eaton Vance's assets may result in an increase in income on the income statement.
Eaton Vance Stock Summary
Eaton Vance competes with MFS Investment, Eaton Vance, Nuveen California, Federated Premier, and Blackrock Floating. Eaton Vance Senior Income Trust is a closed-ended fixed income mutual fund launched and managed by Eaton Vance Management. Eaton Vance Senior Income Trust was formed on October 30, 1998 and is domiciled in the United States. Eaton Vance is traded on New York Stock Exchange in the United States.Specialization | Financial Services, Financial Services |
Instrument | USA Stock View All |
Exchange | New York Stock Exchange |
ISIN | US27826S1033 |
CUSIP | 27826S103 |
Location | Massachusetts; U.S.A |
Business Address | One Post Office |
Sector | Capital Markets |
Industry | Financials |
Benchmark | Dow Jones Industrial |
Website | funds.eatonvance.com/senior-income-trust-e |
Phone | 617 482 8260 |
Currency | USD - US Dollar |
Eaton Vance Key Financial Ratios
Return On Equity | 0.1 | ||||
Profit Margin | 0.89 % | ||||
Operating Margin | 0.86 % | ||||
Price To Sales | 6.73 X | ||||
Revenue | 16.44 M |
Eaton Vance Key Balance Sheet Accounts
2020 | 2021 | 2022 | 2023 | 2024 | 2025 (projected) | ||
Total Assets | 409.0M | 171.7M | 173.6M | 170.1M | 153.1M | 145.4M | |
Net Tangible Assets | 234.7M | 261.4M | 106.2M | 107.1M | 96.4M | 91.6M | |
Retained Earnings | (16.5M) | (33.3M) | (32.5M) | (31.8M) | (36.6M) | (38.4M) | |
Accounts Payable | 5.3M | 1.5M | 8.1M | 12.8M | 14.8M | 18.9M | |
Cash | 4.5M | 2.0M | 3.9M | 4.3M | 3.8M | 4.6M | |
Other Assets | 1.2M | 55.5K | 42.5K | (105.9K) | (121.8K) | (115.7K) | |
Net Receivables | 28.5M | 3.7M | 4.9M | 2.4M | 2.8M | 2.6M | |
Total Liab | 110.0M | 27.9M | 66.6M | 25.3M | 22.8M | 21.7M | |
Other Current Liab | (108.3M) | (27.5M) | (28.1M) | 224.2K | 201.7K | 211.8K | |
Other Current Assets | 1.7M | 182.0K | 26.1K | 120.2K | 138.2K | 145.2K | |
Total Current Assets | 33.6M | 5.7M | 8.8M | 6.8M | 7.8M | 7.4M | |
Net Debt | 98.5M | 24.0M | 16.1M | 7.7M | 7.0M | 6.6M | |
Net Invested Capital | 364.4M | 132.2M | 127.1M | 119.1M | 107.2M | 206.6M | |
Capital Stock | 38.0M | 37.8M | 175.4K | 174.0K | 156.6K | 148.7K |
Eaton Vance Key Income Statement Accounts
2020 | 2021 | 2022 | 2023 | 2024 | 2025 (projected) | ||
Interest Expense | 1.4M | 622.5K | 1.1M | 1.3M | 1.4M | 1.1M | |
Total Revenue | 44.2M | (8.5M) | 13.4M | 16.4M | 14.8M | 16.4M | |
Gross Profit | 44.2M | (8.5M) | 13.4M | 16.4M | 14.8M | 15.5M | |
Operating Income | 42.2M | (8.9M) | 12.5M | 14.4M | 12.9M | 14.0M | |
Ebit | 42.2M | (8.9M) | 12.5M | 30.2M | 27.2M | 14.9M | |
Cost Of Revenue | 4.7M | 2.3M | 1.9M | 1.9M | 1.7M | 2.1M | |
Income Before Tax | 42.2M | (9.5M) | 12.5M | 14.6M | 13.1M | 11.6M | |
Net Income | 42.2M | (9.5M) | 12.5M | 14.6M | 13.1M | 8.4M | |
Income Tax Expense | 15.5M | 7.6M | 11.9M | 14.4M | 16.5M | 17.4M | |
Net Interest Income | 19.8M | 9.4M | 13.5M | 14.2M | 12.8M | 13.0M | |
Interest Income | 21.3M | 10.0M | 14.6M | 15.5M | 13.9M | 14.5M | |
Ebitda | 42.2M | (8.9M) | 12.5M | 15.9M | 14.3M | 8.8M |
Eaton Vance Key Cash Accounts
2020 | 2021 | 2022 | 2023 | 2024 | 2025 (projected) | ||
Change In Cash | (4.1M) | (3.9M) | 891.1K | 393.8K | 354.4K | 372.1K | |
Net Borrowings | (8M) | 8M | (77M) | (6M) | (5.4M) | (5.7M) | |
Dividends Paid | 15.5M | 7.6M | 11.6M | 14.1M | 12.7M | 15.1M | |
Net Income | 42.2M | (9.5M) | 10.7M | 14.6M | 13.1M | 8.3M | |
Change To Netincome | 57.5M | (48.6M) | 226.2M | 7.1M | 8.1M | 7.7M | |
End Period Cash Flow | 6.9M | 3.0M | 3.9M | 4.3M | 3.8M | 4.5M | |
Free Cash Flow | 3.5M | 218.8M | 18.5M | 23.0M | 26.4M | 52.7M | |
Other Non Cash Items | (38.9M) | 228.9M | 8.3M | 8.7M | 10.0M | 9.5M |
Eaton Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Eaton Vance's current stock value. Our valuation model uses many indicators to compare Eaton Vance value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Eaton Vance competition to find correlations between indicators driving Eaton Vance's intrinsic value. More Info.Eaton Vance Senior is one of the top stocks in return on equity category among its peers. It also is one of the top stocks in return on asset category among its peers reporting about 0.52 of Return On Asset per Return On Equity. The ratio of Return On Equity to Return On Asset for Eaton Vance Senior is roughly 1.92 . At this time, Eaton Vance's Return On Equity is most likely to increase slightly in the upcoming years. Comparative valuation analysis is a catch-all technique that is used if you cannot value Eaton Vance by discounting back its dividends or cash flows. It compares the stock's price multiples to nearest competition to determine if the stock is relatively undervalued or overvalued.Eaton Vance Senior Systematic Risk
Eaton Vance's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Eaton Vance volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twenty with a total number of output elements of fourty-one. The Beta measures systematic risk based on how returns on Eaton Vance Senior correlated with the market. If Beta is less than 0 Eaton Vance generally moves in the opposite direction as compared to the market. If Eaton Vance Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Eaton Vance Senior is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Eaton Vance is generally in the same direction as the market. If Beta > 1 Eaton Vance moves generally in the same direction as, but more than the movement of the benchmark.
Today, most investors in Eaton Vance Stock are looking for potential investment opportunities by analyzing not only static indicators but also various Eaton Vance's growth ratios. Consistent increases or decreases in fundamental ratios usually indicate a possible pattern that can be successfully translated into profits. However, when comparing two companies, knowing each company's growth growth rates may not be enough to decide which company is a better investment. That's why investors frequently use static breakdown of Eaton Vance growth as a starting point in their analysis.
Price Earnings To Growth Ratio |
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Eaton Vance March 22, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Eaton Vance help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Eaton Vance Senior. We use our internally-developed statistical techniques to arrive at the intrinsic value of Eaton Vance Senior based on widely used predictive technical indicators. In general, we focus on analyzing Eaton Stock price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Eaton Vance's daily price indicators and compare them against related drivers.
Information Ratio | 0.0167 | |||
Maximum Drawdown | 1.98 | |||
Value At Risk | (0.82) | |||
Potential Upside | 0.8251 |
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When running Eaton Vance's price analysis, check to measure Eaton Vance's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Eaton Vance is operating at the current time. Most of Eaton Vance's value examination focuses on studying past and present price action to predict the probability of Eaton Vance's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Eaton Vance's price. Additionally, you may evaluate how the addition of Eaton Vance to your portfolios can decrease your overall portfolio volatility.
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