Eaton Short Long Term Debt Total vs Common Stock Total Equity Analysis

EFR Stock

USD 12.92 0.02 0.15%

Eaton Vance financial indicator trend analysis is much more than just examining Eaton Vance Senior latest accounting drivers to predict future trends. We encourage investors to analyze account correlations over time for multiple indicators to determine whether Eaton Vance Senior is a good investment. Please check the relationship between Eaton Vance Short Long Term Debt Total and its Common Stock Total Equity accounts. Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Eaton Vance Senior. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in census.

Short Long Term Debt Total vs Common Stock Total Equity

Short Long Term Debt Total vs Common Stock Total Equity Correlation Analysis

The overlapping area represents the amount of trend that can be explained by analyzing historical patterns of Eaton Vance Senior Short Long Term Debt Total account and Common Stock Total Equity. At this time, the significance of the direction appears to have weak relationship.

The correlation between Eaton Vance's Short Long Term Debt Total and Common Stock Total Equity is 0.38. Overlapping area represents the amount of variation of Short Long Term Debt Total that can explain the historical movement of Common Stock Total Equity in the same time period over historical financial statements of Eaton Vance Senior, assuming nothing else is changed. The correlation between historical values of Eaton Vance's Short Long Term Debt Total and Common Stock Total Equity is a relative statistical measure of the degree to which these accounts tend to move together. The correlation coefficient measures the extent to which Short Long Term Debt Total of Eaton Vance Senior are associated (or correlated) with its Common Stock Total Equity. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when Common Stock Total Equity has no effect on the direction of Short Long Term Debt Total i.e., Eaton Vance's Short Long Term Debt Total and Common Stock Total Equity go up and down completely randomly.

Correlation Coefficient

0.38

Relationship Direction	Positive
Relationship Strength	Very Weak

View All Relationships

Short Long Term Debt Total

Common Stock Total Equity

The total value of common stock equity held by shareholders, representing their ownership interest in the company.

Most indicators from Eaton Vance's fundamental ratios are interrelated and interconnected. However, analyzing fundamental ratios indicators one by one will only give a small insight into Eaton Vance Senior current financial condition. On the other hand, looking into the entire matrix of fundamental ratios indicators, and analyzing their relationships over time can provide a more complete picture of the company financial strength now and in the future. Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Eaton Vance Senior. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in census.

At this time, Eaton Vance's Enterprise Value Over EBITDA is relatively stable compared to the past year. As of 03/01/2025, Enterprise Value Multiple is likely to grow to 7.81, while Issuance Of Capital Stock is likely to drop slightly above 1.6 M.

	2022	2023	2024	2025 (projected)
Interest Income	53.2M	55.1M	63.3M	48.5M
Net Interest Income	45.9M	47.1M	54.2M	42.7M

Interest Income Net Interest Income

Eaton Vance fundamental ratios Correlations

	Total Assets	Total Stockholder Equity	Net Tangible Assets	Retained Earnings	Accounts Payable	Cash	Other Assets	Net Receivables	Total Liab	Long Term Investments	Common Stock	Long Term Debt	Common Stock Shares Outstanding	Other Current Liab	Total Current Liabilities	Other Current Assets	Short Long Term Debt	Total Current Assets	Short Term Debt	Deferred Long Term Liab	Short Long Term Debt Total	Net Debt	Non Current Assets Total	Non Currrent Assets Other	Cash And Short Term Investments	Common Stock Total Equity
Total Assets		0.76	0.83	0.24	-0.4	-0.31	-0.59	-0.11	0.15	1.0	0.88	0.42	0.69	0.56	0.7	0.76	0.62	0.4	0.93	-0.44	0.9	0.86	0.97	-0.93	-0.6	0.42
Total Stockholder Equity	0.76		0.97	0.57	-0.44	-0.38	-0.39	0.03	-0.43	0.76	0.45	0.27	0.4	0.32	0.4	0.51	0.41	0.11	0.61	-0.28	0.59	0.56	0.63	-0.6	-0.4	0.27
Net Tangible Assets	0.83	0.97		0.39	-0.51	-0.35	-0.39	0.04	-0.39	0.83	0.5	0.21	0.44	0.47	0.58	0.55	0.43	0.24	0.66	-0.42	0.63	0.59	0.69	-0.68	-0.49	0.21
Retained Earnings	0.24	0.57	0.39		0.14	-0.4	-0.29	-0.14	-0.18	0.24	0.15	0.26	0.01	-0.36	-0.36	0.31	0.06	-0.27	0.19	0.53	0.27	0.31	0.24	-0.17	-0.04	0.26
Accounts Payable	-0.4	-0.44	-0.51	0.14		0.24	0.24	-0.32	0.32	-0.4	-0.31	-0.12	-0.22	-0.83	-0.38	-0.31	-0.33	-0.35	-0.4	0.62	-0.36	-0.33	-0.29	0.27	0.39	-0.12
Cash	-0.31	-0.38	-0.35	-0.4	0.24		0.55	0.13	0.15	-0.33	-0.24	-0.25	0.04	-0.09	-0.04	-0.47	-0.3	0.14	-0.25	0.06	-0.29	-0.35	-0.26	0.15	0.75	-0.25
Other Assets	-0.59	-0.39	-0.39	-0.29	0.24	0.55		0.11	-0.09	-0.59	-0.68	-0.79	-0.16	-0.34	-0.37	-0.86	-0.79	-0.49	-0.56	0.21	-0.61	-0.8	-0.63	0.41	0.69	-0.79
Net Receivables	-0.11	0.03	0.04	-0.14	-0.32	0.13	0.11		-0.39	-0.12	-0.19	0.06	-0.21	0.24	0.11	-0.1	0.1	0.44	-0.25	-0.31	-0.26	-0.14	-0.13	0.16	-0.12	0.06
Total Liab	0.15	-0.43	-0.39	-0.18	0.32	0.15	-0.09	-0.39		0.15	0.49	0.02	0.36	-0.08	-0.05	0.2	-0.05	0.08	0.37	0.26	0.41	0.32	0.34	-0.38	0.02	0.02
Long Term Investments	1.0	0.76	0.83	0.24	-0.4	-0.33	-0.59	-0.12	0.15		0.88	0.41	0.68	0.55	0.69	0.77	0.62	0.39	0.93	-0.43	0.9	0.86	0.97	-0.93	-0.6	0.41
Common Stock	0.88	0.45	0.5	0.15	-0.31	-0.24	-0.68	-0.19	0.49	0.88		0.56	0.73	0.51	0.53	0.78	0.65	0.43	0.95	-0.29	0.94	0.9	0.96	-0.86	-0.54	0.56
Long Term Debt	0.42	0.27	0.21	0.26	-0.12	-0.25	-0.79	0.06	0.02	0.41	0.56		0.19	0.24	0.28	0.61	0.91	0.33	0.37	-0.25	0.38	0.59	0.49	-0.19	-0.37	1.0
Common Stock Shares Outstanding	0.69	0.4	0.44	0.01	-0.22	0.04	-0.16	-0.21	0.36	0.68	0.73	0.19		0.38	0.42	0.2	0.3	0.06	0.77	-0.31	0.67	0.42	0.72	-0.76	-0.21	0.19
Other Current Liab	0.56	0.32	0.47	-0.36	-0.83	-0.09	-0.34	0.24	-0.08	0.55	0.51	0.24	0.38		0.75	0.45	0.48	0.54	0.51	-0.75	0.45	0.46	0.5	-0.48	-0.51	0.24
Total Current Liabilities	0.7	0.4	0.58	-0.36	-0.38	-0.04	-0.37	0.11	-0.05	0.69	0.53	0.28	0.42	0.75		0.49	0.59	0.58	0.52	-0.77	0.45	0.49	0.63	-0.61	-0.58	0.28
Other Current Assets	0.76	0.51	0.55	0.31	-0.31	-0.47	-0.86	-0.1	0.2	0.77	0.78	0.61	0.2	0.45	0.49		0.68	0.51	0.72	-0.2	0.8	0.96	0.79	-0.66	-0.67	0.61
Short Long Term Debt	0.62	0.41	0.43	0.06	-0.33	-0.3	-0.79	0.1	-0.05	0.62	0.65	0.91	0.3	0.48	0.59	0.68		0.44	0.51	-0.59	0.48	0.66	0.63	-0.38	-0.53	0.91
Total Current Assets	0.4	0.11	0.24	-0.27	-0.35	0.14	-0.49	0.44	0.08	0.39	0.43	0.33	0.06	0.54	0.58	0.51	0.44		0.34	-0.4	0.37	0.49	0.44	-0.35	-0.43	0.33
Short Term Debt	0.93	0.61	0.66	0.19	-0.4	-0.25	-0.56	-0.25	0.37	0.93	0.95	0.37	0.77	0.51	0.52	0.72	0.51	0.34		-0.29	0.98	0.87	0.95	-0.92	-0.5	0.37
Deferred Long Term Liab	-0.44	-0.28	-0.42	0.53	0.62	0.06	0.21	-0.31	0.26	-0.43	-0.29	-0.25	-0.31	-0.75	-0.77	-0.2	-0.59	-0.4	-0.29		-0.18	-0.21	-0.33	0.29	0.4	-0.25
Short Long Term Debt Total	0.9	0.59	0.63	0.27	-0.36	-0.29	-0.61	-0.26	0.41	0.9	0.94	0.38	0.67	0.45	0.45	0.8	0.48	0.37	0.98	-0.18		0.92	0.94	-0.9	-0.51	0.38
Net Debt	0.86	0.56	0.59	0.31	-0.33	-0.35	-0.8	-0.14	0.32	0.86	0.9	0.59	0.42	0.46	0.49	0.96	0.66	0.49	0.87	-0.21	0.92		0.9	-0.79	-0.58	0.59
Non Current Assets Total	0.97	0.63	0.69	0.24	-0.29	-0.26	-0.63	-0.13	0.34	0.97	0.96	0.49	0.72	0.5	0.63	0.79	0.63	0.44	0.95	-0.33	0.94	0.9		-0.94	-0.58	0.49
Non Currrent Assets Other	-0.93	-0.6	-0.68	-0.17	0.27	0.15	0.41	0.16	-0.38	-0.93	-0.86	-0.19	-0.76	-0.48	-0.61	-0.66	-0.38	-0.35	-0.92	0.29	-0.9	-0.79	-0.94		0.47	-0.19
Cash And Short Term Investments	-0.6	-0.4	-0.49	-0.04	0.39	0.75	0.69	-0.12	0.02	-0.6	-0.54	-0.37	-0.21	-0.51	-0.58	-0.67	-0.53	-0.43	-0.5	0.4	-0.51	-0.58	-0.58	0.47		-0.37
Common Stock Total Equity	0.42	0.27	0.21	0.26	-0.12	-0.25	-0.79	0.06	0.02	0.41	0.56	1.0	0.19	0.24	0.28	0.61	0.91	0.33	0.37	-0.25	0.38	0.59	0.49	-0.19	-0.37

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Eaton Vance Account Relationship Matchups

Eaton Vance fundamental ratios Accounts

	2020	2021	2022	2023	2024	2025 (projected)
Total Assets	650.9M	569.4M	586.0M	616.8M	555.1M	640.6M
Total Stockholder Equity	479.4M	434.3M	448.4M	454.6M	409.1M	481.6M
Net Tangible Assets	534.7M	497.3M	403.6M	358.4M	322.6M	470.0M
Retained Earnings	(31.3M)	(68.7M)	(39.0M)	(95.2M)	(109.5M)	(115.0M)
Accounts Payable	50.3M	637.7K	24.8M	27.2M	31.3M	21.4M
Cash	5.5M	5.0M	4.0M	9.9M	11.4M	6.4M
Other Assets	70.8K	449.7K	469.5K	616.8M	709.3M	744.7M
Net Receivables	7.4M	9.9M	6.8M	9.4M	8.4M	6.8M
Total Liab	171.5M	135.1M	137.6M	162.2M	186.5M	190.6M
Long Term Investments	637.5M	554.1M	574.8M	596.9M	537.2M	628.5M
Other Current Liab	(50.3M)	(637.7K)	(24.8M)	(27.2M)	(24.5M)	(25.7M)
Total Current Liabilities	27.4M	50.3M	637.7K	24.8M	22.3M	21.2M
Other Current Assets	511.1K	578.2K	(6.8M)	(9.4M)	(8.4M)	(8.0M)
Total Current Assets	13.3M	14.8M	10.8M	9.9M	8.9M	10.8M
Deferred Long Term Liab	55.2K	52.2K	60.4K	41.3K	47.4K	53.9K
Short Long Term Debt Total	223M	120M	133M	110M	99M	140M
Net Debt	114.5M	128.0M	(4.0M)	(9.9M)	(8.9M)	(8.5M)
Non Current Assets Total	637.5M	554.1M	574.8M	606.9M	546.2M	577.2M
Non Currrent Assets Other	(637.5M)	(554.1M)	(574.8M)	(596.9M)	(686.4M)	(720.7M)
Cash And Short Term Investments	5.5M	5.0M	4.0M	9.9M	11.4M	6.3M
Liabilities And Stockholders Equity	650.9M	569.4M	586.0M	616.8M	555.1M	587.2M
Non Current Liabilities Total	223M	120M	637.7K	110M	99M	124.9M
Other Stockholder Equity	442.3M	548.6M	372.2M	378.3M	340.5M	386.9M
Net Invested Capital	523.6M	491.4M	482.5M	511.6M	460.5M	503.0M
Capital Stock	282.3K	76.2M	76.2M	76.2M	87.7M	92.0M
Inventory	(643.4K)	1.0	(528.5K)	6.8M	7.8M	8.2M

Pair Trading with Eaton Vance

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Eaton Vance position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Eaton Vance will appreciate offsetting losses from the drop in the long position's value.

Moving together with Eaton Stock

0.76	V	Visa Class A	Pair Corr
0.7	MA	Mastercard	Pair Corr
0.86	FDUS	Fidus Investment Corp	Pair Corr

Moving against Eaton Stock

0.71	AMTD	AMTD IDEA Group	Pair Corr
0.69	FHI	Federated Investors	Pair Corr
0.63	DHIL	Diamond Hill Investment	Pair Corr
0.34	PYPL	PayPal Holdings	Pair Corr
0.32	AMG	Affiliated Managers	Pair Corr

The ability to find closely correlated positions to Eaton Vance could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Eaton Vance when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Eaton Vance - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Eaton Vance Senior to buy it.

The correlation of Eaton Vance is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Eaton Vance moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Eaton Vance Senior moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.

Correlation analysis and pair trading evaluation for Eaton Vance can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.

Pair Correlation Correlation Matching

Additional Tools for Eaton Stock Analysis

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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