Eaton Vance New Stock Performance
| ENX Stock | USD 9.71 0.16 1.68% |
Eaton Vance has a performance score of 9 on a scale of 0 to 100. The firm shows a Beta (market volatility) of -0.0292, which means not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Eaton Vance are expected to decrease at a much lower rate. During the bear market, Eaton Vance is likely to outperform the market. Eaton Vance New right now shows a risk of 0.65%. Please confirm Eaton Vance New treynor ratio, accumulation distribution, as well as the relationship between the Accumulation Distribution and period momentum indicator , to decide if Eaton Vance New will be following its price patterns.
Risk-Adjusted Performance
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Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Eaton Vance New are ranked lower than 9 (%) of all global equities and portfolios over the last 90 days. In spite of fairly strong basic indicators, Eaton Vance is not utilizing all of its potentials. The latest stock price disturbance, may contribute to short-term losses for the investors. ...more
Actual Historical Performance (%)
One Day Return 1.88 | Year To Date Return 0.31 | Ten Year Return (23.33) | All Time Return (35.26) |
Forward Dividend Yield 0.0509 | Payout Ratio | Forward Dividend Rate 0.5 | Dividend Date 2019-01-31 | Ex Dividend Date 2024-11-21 |
1 | Acquisition by Saba Capital Management, L.p. of 900 shares of Eaton Vance at 9.6 subject to Rule 16b-3 | 12/19/2024 |
2 | Acquisition by Saba Capital Management, L.p. of 20694 shares of Eaton Vance at 9.42 subject to Rule 16b-3 | 12/23/2024 |
3 | Acquisition by Saba Capital Management, L.p. of 3103 shares of Eaton Vance at 9.4 subject to Rule 16b-3 | 12/24/2024 |
4 | Acquisition by Saba Capital Management, L.p. of 29806 shares of Eaton Vance at 9.45 subject to Rule 16b-3 | 12/26/2024 |
5 | Acquisition by Saba Capital Management, L.p. of 11199 shares of Eaton Vance at 9.44 subject to Rule 16b-3 | 12/27/2024 |
6 | Acquisition by Saba Capital Management, L.p. of 11033 shares of Eaton Vance at 9.55 subject to Rule 16b-3 | 12/30/2024 |
| Eaton Vance dividend paid on 31st of December 2024 | 12/31/2024 |
8 | Acquisition by Saba Capital Management, L.p. of 8787 shares of Eaton Vance at 9.55 subject to Rule 16b-3 | 01/08/2025 |
9 | Acquisition by Saba Capital Management, L.p. of 4084 shares of Eaton Vance at 9.61 subject to Rule 16b-3 | 01/30/2025 |
| Eaton Vance dividend paid on 31st of January 2025 | 01/31/2025 |
11 | Acquisition by Saba Capital Management, L.p. of 200 shares of Eaton Vance at 9.59 subject to Rule 16b-3 | 02/12/2025 |
12 | Eaton Vance Tax-Managed Stock Hits 52-Week High at 15.62 - MSN | 02/14/2025 |
13 | Acquisition by Saba Capital Management, L.p. of 7708 shares of Eaton Vance at 9.43 subject to Rule 16b-3 | 02/19/2025 |
14 | Acquisition by Saba Capital Management, L.p. of 6911 shares of Eaton Vance at 9.79 subject to Rule 16b-3 | 02/25/2025 |
| Eaton Vance dividend paid on 28th of February 2025 | 02/28/2025 |
16 | Acquisition by Saba Capital Management, L.p. of 6392 shares of Eaton Vance at 9.81 subject to Rule 16b-3 | 03/04/2025 |
17 | Acquisition by Saba Capital Management, L.p. of 18204 shares of Eaton Vance at 9.87 subject to Rule 16b-3 | 03/05/2025 |
18 | Acquisition by Saba Capital Management, L.p. of 17243 shares of Eaton Vance at 9.82 subject to Rule 16b-3 | 03/06/2025 |
19 | Insider Trading | 03/07/2025 |
20 | Unraveling the Dividend Profile of Eaton Vance Tax-mangd Glo Buy-write Oppo - GuruFocus.com | 03/10/2025 |
21 | Acquisition by Saba Capital Management, L.p. of 16552 shares of Eaton Vance at 9.75 subject to Rule 16b-3 | 03/11/2025 |
22 | Acquisition by Saba Capital Management, L.p. of 8001 shares of Eaton Vance at 9.54 subject to Rule 16b-3 | 03/14/2025 |
23 | Eaton Vance New York municipal bond fund sees 156,944 stock acquisition by Saba Capital - Investing.com India | 03/18/2025 |
Eaton |
Eaton Vance Relative Risk vs. Return Landscape
If you would invest 928.00 in Eaton Vance New on December 21, 2024 and sell it today you would earn a total of 43.00 from holding Eaton Vance New or generate 4.63% return on investment over 90 days. Eaton Vance New is generating 0.0788% of daily returns assuming volatility of 0.646% on return distribution over 90 days investment horizon. In other words, 5% of stocks are less volatile than Eaton, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Eaton Vance Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Eaton Vance's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Eaton Vance New, and traders can use it to determine the average amount a Eaton Vance's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1221
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Estimated Market Risk
| 0.65 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.08 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.12 actual daily | 9 91% of assets perform better |
Based on monthly moving average Eaton Vance is performing at about 9% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Eaton Vance by adding it to a well-diversified portfolio.
Eaton Vance Fundamentals Growth
Eaton Stock prices reflect investors' perceptions of the future prospects and financial health of Eaton Vance, and Eaton Vance fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Eaton Stock performance.
| Return On Equity | 0.029 | |||
| Return On Asset | 0.0215 | |||
| Profit Margin | 0.46 % | |||
| Operating Margin | 0.84 % | |||
| Current Valuation | 267.27 M | |||
| Shares Outstanding | 17.96 M | |||
| Price To Earning | 36.45 X | |||
| Price To Book | 0.88 X | |||
| Price To Sales | 13.93 X | |||
| Revenue | 29.79 M | |||
| Gross Profit | 11.43 M | |||
| EBITDA | 2.76 M | |||
| Net Income | 29.5 M | |||
| Cash And Equivalents | 1.33 M | |||
| Cash Per Share | 0.07 X | |||
| Total Debt | 88.09 M | |||
| Debt To Equity | 0.55 % | |||
| Current Ratio | 12.91 X | |||
| Book Value Per Share | 10.74 X | |||
| Cash Flow From Operations | 15.9 M | |||
| Earnings Per Share | 0.31 X | |||
| Market Capitalization | 176.56 M | |||
| Total Asset | 283.9 M | |||
| Retained Earnings | (30.47 M) | |||
About Eaton Vance Performance
Evaluating Eaton Vance's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Eaton Vance has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Eaton Vance has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.12 | 0.13 | |
| Return On Capital Employed | (0.27) | (0.25) | |
| Return On Assets | 0.12 | 0.13 | |
| Return On Equity | 0.17 | 0.18 |
Things to note about Eaton Vance New performance evaluation
Checking the ongoing alerts about Eaton Vance for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Eaton Vance New help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Eaton Vance New has a strong financial position based on the latest SEC filings | |
| On 28th of February 2025 Eaton Vance paid $ 0.0417 per share dividend to its current shareholders | |
| Latest headline from news.google.com: Eaton Vance New York municipal bond fund sees 156,944 stock acquisition by Saba Capital - Investing.com India |
- Analyzing Eaton Vance's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Eaton Vance's stock is overvalued or undervalued compared to its peers.
- Examining Eaton Vance's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Eaton Vance's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Eaton Vance's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Eaton Vance's stock. These opinions can provide insight into Eaton Vance's potential for growth and whether the stock is currently undervalued or overvalued.
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.