Eaton Vance Senior Stock Performance
| EVF Stock | USD 5.85 0.02 0.34% |
The firm shows a Beta (market volatility) of 0.0687, which means not very significant fluctuations relative to the market. As returns on the market increase, Eaton Vance's returns are expected to increase less than the market. However, during the bear market, the loss of holding Eaton Vance is expected to be smaller as well. At this point, Eaton Vance Senior has a negative expected return of -0.0524%. Please make sure to confirm Eaton Vance's skewness, as well as the relationship between the rate of daily change and price action indicator , to decide if Eaton Vance Senior performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Eaton Vance Senior has generated negative risk-adjusted returns adding no value to investors with long positions. Despite nearly stable basic indicators, Eaton Vance is not utilizing all of its potentials. The recent stock price disturbance, may contribute to mid-run losses for the stockholders. ...more
| Eaton Vance dividend paid on 22nd of January 2025 | 01/22/2025 |
| Eaton Vance dividend paid on 24th of February 2025 | 02/24/2025 |
| Begin Period Cash Flow | 3.9 M |
Eaton |
Eaton Vance Relative Risk vs. Return Landscape
If you would invest 604.00 in Eaton Vance Senior on December 22, 2024 and sell it today you would lose (19.00) from holding Eaton Vance Senior or give up 3.15% of portfolio value over 90 days. Eaton Vance Senior is generating negative expected returns assuming volatility of 0.4231% on return distribution over 90 days investment horizon. In other words, 3% 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 Senior, 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 = -0.1238
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | EVF |
Estimated Market Risk
| 0.42 actual daily | 3 97% of assets are more volatile |
Expected Return
| -0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.12 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Eaton Vance is not performing at its full potential. However, 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 Eaton Vance 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 | 0.1 | ||||
| Return On Asset | 0.0523 | ||||
| Profit Margin | 0.89 % | ||||
| Operating Margin | 0.86 % | ||||
| Current Valuation | 154.09 M | ||||
| Shares Outstanding | 17.86 M | ||||
| Price To Earning | 41.62 X | ||||
| Price To Book | 0.95 X | ||||
| Price To Sales | 6.73 X | ||||
| Revenue | 16.44 M | ||||
| EBITDA | 15.87 M | ||||
| Cash And Equivalents | 2.97 M | ||||
| Cash Per Share | 0.17 X | ||||
| Total Debt | 12 M | ||||
| Debt To Equity | 0.18 % | ||||
| Book Value Per Share | 6.16 X | ||||
| Cash Flow From Operations | 22.99 M | ||||
| Earnings Per Share | 0.73 X | ||||
| Total Asset | 170.11 M | ||||
| Retained Earnings | (31.81 M) | ||||
About Eaton Vance Performance
By analyzing Eaton Vance's fundamental ratios, stakeholders can gain valuable insights into Eaton Vance's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. 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.
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.Things to note about Eaton Vance Senior 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 Senior help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Eaton Vance Senior generated a negative expected return over the last 90 days | |
| Eaton Vance Senior has 12 M in debt with debt to equity (D/E) ratio of 0.18, which may show that the company is not taking advantage of profits from borrowing. Eaton Vance Senior has a current ratio of 0.24, suggesting that it has not enough short term capital to pay financial commitments when the payables are due. Note however, debt could still be an excellent tool for Eaton to invest in growth at high rates of return. | |
| On 24th of February 2025 Eaton Vance paid $ 0.044 per share dividend to its current shareholders |
- 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.
Complementary 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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