Eaton Net Invested Capital vs Retained Earnings Analysis

EVM Stock

USD 9.46 0.01 0.11%

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

Net Invested Capital vs Retained Earnings

Net Invested Capital vs Retained Earnings Correlation Analysis

The overlapping area represents the amount of trend that can be explained by analyzing historical patterns of Eaton Vance California Net Invested Capital account and Retained Earnings. At this time, the significance of the direction appears to have very week relationship.

The correlation between Eaton Vance's Net Invested Capital and Retained Earnings is 0.29. Overlapping area represents the amount of variation of Net Invested Capital that can explain the historical movement of Retained Earnings in the same time period over historical financial statements of Eaton Vance California, assuming nothing else is changed. The correlation between historical values of Eaton Vance's Net Invested Capital and Retained Earnings is a relative statistical measure of the degree to which these accounts tend to move together. The correlation coefficient measures the extent to which Net Invested Capital of Eaton Vance California are associated (or correlated) with its Retained Earnings. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when Retained Earnings has no effect on the direction of Net Invested Capital i.e., Eaton Vance's Net Invested Capital and Retained Earnings go up and down completely randomly.

Correlation Coefficient

0.29

Relationship Direction	Positive
Relationship Strength	Very Weak

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Net Invested Capital

The total amount of capital invested in a company, including both equity and debt, minus any cash or cash equivalents.

Retained Earnings

The cumulative amount of net income that a company retains for reinvestment in its operations, rather than distributing it to shareholders as dividends.

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 California 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 California. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in real.

As of the 1st of December 2024, Selling General Administrative is likely to grow to about 326.4 K. Also, Sales General And Administrative To Revenue is likely to grow to 0.05

	2021	2022	2023	2024 (projected)
Interest Income	16.5M	15.8M	18.1M	25.8M
Net Interest Income	14.1M	10.8M	12.4M	21.4M

Interest Income Net Interest Income

Eaton Vance fundamental ratios Correlations

	Total Assets	Total Stockholder Equity	Net Tangible Assets	Retained Earnings	Accounts Payable	Long Term Debt	Net Receivables	Total Liab	Long Term Investments	Common Stock	Short Long Term Debt Total	Other Current Liab	Total Current Liabilities	Net Debt	Non Current Assets Total	Non Currrent Assets Other	Other Assets	Cash And Short Term Investments	Common Stock Shares Outstanding	Non Current Liabilities Total	Other Stockholder Equity	Total Current Assets	Other Current Assets	Net Invested Capital	Capital Stock
Total Assets		0.61	0.58	0.7	-0.66	-0.26	-0.18	0.22	0.42	-0.35	0.95	0.61	-0.78	0.94	0.75	-0.97	0.11	0.13	-0.35	0.95	-0.2	-0.16	0.86	0.47	0.33
Total Stockholder Equity	0.61		0.99	0.6	-0.44	-0.2	-0.32	-0.63	0.18	-0.27	0.43	0.41	-0.37	0.43	0.33	-0.45	-0.07	0.03	-0.32	0.43	0.05	-0.33	0.4	0.17	0.09
Net Tangible Assets	0.58	0.99		0.61	-0.44	-0.2	-0.35	-0.64	0.18	-0.27	0.42	0.42	-0.36	0.41	0.32	-0.42	-0.08	0.03	-0.32	0.42	0.02	-0.35	0.38	0.17	0.09
Retained Earnings	0.7	0.6	0.61		-0.91	-0.45	-0.6	-0.08	0.25	-0.5	0.66	0.92	-0.81	0.63	0.46	-0.68	-0.25	0.24	-0.39	0.66	-0.58	-0.44	0.68	0.29	0.15
Accounts Payable	-0.66	-0.44	-0.44	-0.91		0.59	0.52	-0.03	0.02	0.67	-0.65	-0.98	0.82	-0.62	-0.32	0.69	0.28	-0.28	0.53	-0.65	0.69	0.37	-0.75	-0.04	0.11
Long Term Debt	-0.26	-0.2	-0.2	-0.45	0.59		0.41	0.04	0.2	0.96	-0.33	-0.57	0.41	-0.3	0.0	0.24	0.25	-0.41	0.8	-0.33	0.67	0.17	-0.53	0.16	0.31
Net Receivables	-0.18	-0.32	-0.35	-0.6	0.52	0.41		0.21	-0.22	0.41	-0.15	-0.55	0.14	-0.11	-0.19	0.19	0.29	-0.4	0.24	-0.15	0.35	0.79	-0.11	-0.21	-0.12
Total Liab	0.22	-0.63	-0.64	-0.08	-0.03	0.04	0.21		0.24	0.07	0.4	0.05	-0.24	0.4	0.43	-0.35	0.18	0.06	0.12	0.4	-0.17	0.26	0.29	0.28	0.25
Long Term Investments	0.42	0.18	0.18	0.25	0.02	0.2	-0.22	0.24		0.2	0.38	-0.01	-0.19	0.39	0.56	-0.42	0.17	-0.13	0.14	0.38	0.13	-0.28	0.18	0.99	0.98
Common Stock	-0.35	-0.27	-0.27	-0.5	0.67	0.96	0.41	0.07	0.2		-0.41	-0.62	0.5	-0.37	0.0	0.33	0.37	-0.41	0.8	-0.41	0.72	0.18	-0.59	0.15	0.3
Short Long Term Debt Total	0.95	0.43	0.42	0.66	-0.65	-0.33	-0.15	0.4	0.38	-0.41		0.63	-0.83	1.0	0.78	-0.93	-0.01	0.09	-0.33	1.0	-0.34	-0.11	0.89	0.43	0.28
Other Current Liab	0.61	0.41	0.42	0.92	-0.98	-0.57	-0.55	0.05	-0.01	-0.62	0.63		-0.79	0.59	0.38	-0.63	-0.35	0.27	-0.48	0.63	-0.68	-0.38	0.69	0.03	-0.12
Total Current Liabilities	-0.78	-0.37	-0.36	-0.81	0.82	0.41	0.14	-0.24	-0.19	0.5	-0.83	-0.79		-0.8	-0.43	0.79	0.18	-0.19	0.4	-0.83	0.65	0.0	-0.9	-0.26	-0.12
Net Debt	0.94	0.43	0.41	0.63	-0.62	-0.3	-0.11	0.4	0.39	-0.37	1.0	0.59	-0.8		0.78	-0.92	-0.01	0.0	-0.29	1.0	-0.3	-0.12	0.87	0.44	0.29
Non Current Assets Total	0.75	0.33	0.32	0.46	-0.32	0.0	-0.19	0.43	0.56	0.0	0.78	0.38	-0.43	0.78		-0.69	0.07	0.0	0.01	0.78	0.09	-0.17	0.5	0.55	0.44
Non Currrent Assets Other	-0.97	-0.45	-0.42	-0.68	0.69	0.24	0.19	-0.35	-0.42	0.33	-0.93	-0.63	0.79	-0.92	-0.69		-0.15	-0.13	0.31	-0.93	0.25	0.19	-0.87	-0.49	-0.36
Other Assets	0.11	-0.07	-0.08	-0.25	0.28	0.25	0.29	0.18	0.17	0.37	-0.01	-0.35	0.18	-0.01	0.07	-0.15		0.2	-0.04	-0.01	0.46	0.29	0.04	0.19	0.24
Cash And Short Term Investments	0.13	0.03	0.03	0.24	-0.28	-0.41	-0.4	0.06	-0.13	-0.41	0.09	0.27	-0.19	0.0	0.0	-0.13	0.2		-0.5	0.09	-0.26	0.19	0.25	-0.11	-0.17
Common Stock Shares Outstanding	-0.35	-0.32	-0.32	-0.39	0.53	0.8	0.24	0.12	0.14	0.8	-0.33	-0.48	0.4	-0.29	0.01	0.31	-0.04	-0.5		-0.33	0.49	-0.04	-0.52	0.09	0.21
Non Current Liabilities Total	0.95	0.43	0.42	0.66	-0.65	-0.33	-0.15	0.4	0.38	-0.41	1.0	0.63	-0.83	1.0	0.78	-0.93	-0.01	0.09	-0.33		-0.34	-0.11	0.89	0.43	0.28
Other Stockholder Equity	-0.2	0.05	0.02	-0.58	0.69	0.67	0.35	-0.17	0.13	0.72	-0.34	-0.68	0.65	-0.3	0.09	0.25	0.46	-0.26	0.49	-0.34		0.11	-0.46	0.07	0.17
Total Current Assets	-0.16	-0.33	-0.35	-0.44	0.37	0.17	0.79	0.26	-0.28	0.18	-0.11	-0.38	0.0	-0.12	-0.17	0.19	0.29	0.19	-0.04	-0.11	0.11		-0.01	-0.28	-0.22
Other Current Assets	0.86	0.4	0.38	0.68	-0.75	-0.53	-0.11	0.29	0.18	-0.59	0.89	0.69	-0.9	0.87	0.5	-0.87	0.04	0.25	-0.52	0.89	-0.46	-0.01		0.25	0.09
Net Invested Capital	0.47	0.17	0.17	0.29	-0.04	0.16	-0.21	0.28	0.99	0.15	0.43	0.03	-0.26	0.44	0.55	-0.49	0.19	-0.11	0.09	0.43	0.07	-0.28	0.25		0.98
Capital Stock	0.33	0.09	0.09	0.15	0.11	0.31	-0.12	0.25	0.98	0.3	0.28	-0.12	-0.12	0.29	0.44	-0.36	0.24	-0.17	0.21	0.28	0.17	-0.22	0.09	0.98

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Eaton Vance Account Relationship Matchups

Eaton Vance fundamental ratios Accounts

	2019	2020	2021	2022	2023	2024 (projected)
Total Assets	544.8M	528.2M	468.3M	356.4M	320.8M	382.1M
Total Stockholder Equity	316.4M	311.6M	240.1M	236.2M	212.6M	240.8M
Net Tangible Assets	314.3M	316.4M	311.6M	240.1M	216.0M	254.5M
Retained Earnings	4.3M	(409.3K)	(68.7M)	(71.4M)	(64.3M)	(61.1M)
Accounts Payable	6.9M	299.7K	15.6M	14.7M	16.8M	17.7M
Net Receivables	6.2M	16.0M	26.9M	11.4M	13.1M	10.2M
Total Liab	228.4M	216.6M	228.3M	120.3M	138.3M	194.4M
Long Term Investments	1.7B	512.2M	440.6M	344.3M	395.9M	619.0M
Short Long Term Debt Total	221.1M	209.1M	196.3M	104.3M	93.9M	152.3M
Other Current Liab	(6.5M)	(299.7K)	(14.7M)	(14.7M)	(13.2M)	(12.5M)
Total Current Liabilities	403.4K	299.7K	853.8K	14.7M	13.2M	13.8M
Net Debt	219.8M	209.1M	196.3M	104.3M	93.9M	150.2M
Non Current Assets Total	537.3M	512.2M	440.6M	344.3M	395.9M	506.6M
Non Currrent Assets Other	(537.3M)	(512.2M)	(440.6M)	(344.3M)	(309.8M)	(325.3M)
Common Stock Shares Outstanding	25.0M	25.1M	24.9M	24.7M	28.4M	25.5M
Liabilities And Stockholders Equity	544.8M	528.2M	468.3M	356.4M	409.9M	520.8M
Non Current Liabilities Total	221.1M	209.1M	196.3M	104.3M	93.9M	152.3M
Total Current Assets	7.4M	16.0M	26.9M	11.4M	13.1M	13.7M
Net Invested Capital	1.8B	520.8M	436.3M	340.5M	306.4M	516.5M

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When determining whether Eaton Vance California is a strong investment it is important to analyze Eaton Vance's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Eaton Vance's future performance. For an informed investment choice regarding Eaton Stock, refer to the following important reports:

How To Invest In Eaton

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Is Eaton Stock a good investment?

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What is Eaton Vance's Net Worth?

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Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Eaton Vance California. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in real.

You can also try the Portfolio Anywhere module to track or share privately all of your investments from the convenience of any device.

Is Asset Management & Custody Banks space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Eaton Vance. If investors know Eaton will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Eaton Vance listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.

Quarterly Earnings Growth

0.145

Dividend Share

0.382

Earnings Share

0.33

Revenue Per Share

0.611

Quarterly Revenue Growth

(0.09)

The market value of Eaton Vance California is measured differently than its book value, which is the value of Eaton that is recorded on the company's balance sheet. Investors also form their own opinion of Eaton Vance's value that differs from its market value or its book value, called intrinsic value, which is Eaton Vance's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Eaton Vance's market value can be influenced by many factors that don't directly affect Eaton Vance's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.

Please note, there is a significant difference between Eaton Vance's value and its price as these two are different measures arrived at by different means. Investors typically determine if Eaton Vance is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Eaton Vance's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

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Eaton Net Invested Capital vs Retained Earnings Analysis

Net Invested Capital vs Retained Earnings

Net Invested Capital vs Retained Earnings Correlation Analysis

Correlation Coefficient

Net Invested Capital

Retained Earnings

Eaton Vance fundamental ratios Correlations

Eaton Vance Account Relationship Matchups

High Positive Relationship

High Negative Relationship

Eaton Vance fundamental ratios Accounts

Building efficient market-beating portfolios requires time, education, and a lot of computing power!

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Net Debt	+ 1.0	Short Long Term Debt Total
Non Current Liabilities Total	+ 1.0	Short Long Term Debt Total
Non Current Liabilities Total	+ 1.0	Net Debt
Net Tangible Assets	+ 0.99	Total Stockholder Equity
Net Invested Capital	+ 0.99	Long Term Investments
Capital Stock	+ 0.98	Long Term Investments

Other Current Liab	- 0.98	Accounts Payable
Non Currrent Assets Other	- 0.97	Total Assets
Non Current Liabilities Total	- 0.93	Non Currrent Assets Other
Non Currrent Assets Other	- 0.93	Short Long Term Debt Total
Non Currrent Assets Other	- 0.92	Net Debt
Accounts Payable	- 0.91	Retained Earnings