Eaton Competitors
| EVN Stock | USD 10.95 0.11 1.01% |
Eaton Vance vs Balanced Fund Correlation
Good diversification
The correlation between Eaton Vance Municipal and FLDFX is -0.18 (i.e., Good diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Eaton Vance Municipal and FLDFX in the same portfolio, assuming nothing else is changed.
Moving against Eaton Stock
As of the 6th of February 2026, Return On Tangible Assets is likely to drop to 0.0007. In addition to that, Return On Capital Employed is likely to drop to 0.01. At this time, Eaton Vance's Non Currrent Assets Other are very stable compared to the past year. As of the 6th of February 2026, Total Current Assets is likely to grow to about 12.2 M, while Total Assets are likely to drop about 603.8 M.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Eaton Vance's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Eaton Vance Competition Correlation Matrix
Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Eaton Vance and its competitors represents the degree of relationship between the price movements of corresponding stocks. A correlation of about +1.0 implies that the price of Eaton and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Eaton Vance Municipal does not affect the price movement of the other competitor.
Risk-Adjusted Indicators
There is a big difference between Eaton Stock performing well and Eaton Vance Company doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Eaton Vance's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.| Mean Deviation | Jensen Alpha | Sortino Ratio | Treynor Ratio | Semi Deviation | Expected Shortfall | Potential Upside | Value @Risk | Maximum Drawdown | ||
|---|---|---|---|---|---|---|---|---|---|---|
| BFK | 0.34 | 0.00 | (0.06) | 0.07 | 0.44 | 0.79 | 2.22 | |||
| DFP | 0.30 | 0.02 | (0.04) | 0.23 | 0.35 | 0.57 | 1.58 | |||
| FFA | 0.53 | 0.03 | (0.01) | (1.02) | 0.76 | 1.02 | 3.31 | |||
| SGISX | 0.63 | 0.10 | 0.11 | 0.16 | 0.63 | 1.43 | 6.86 | |||
| NML | 0.80 | 0.20 | 0.16 | 1.48 | 0.81 | 2.14 | 5.31 | |||
| EFT | 0.32 | 0.00 | (0.08) | 0.05 | 0.33 | 0.81 | 2.52 | |||
| VKI | 0.40 | 0.02 | (0.03) | (0.37) | 0.47 | 0.99 | 2.55 | |||
| BLE | 0.30 | 0.01 | (0.07) | 0.11 | 0.31 | 0.57 | 1.75 | |||
| FLDGX | 0.64 | 0.11 | 0.15 | 0.15 | 0.52 | 1.21 | 8.84 | |||
| FLDFX | 0.44 | 0.06 | 0.09 | 0.14 | 0.36 | 0.93 | 4.03 |
Cross Equities Net Income Analysis
Compare Eaton Vance Municipal and related stocks such as BlackRock Municipal, Flaherty and Crumrine, and First Trust Enhanced Net Income Over Time
Select Fundamental| 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BFK | 20.7 M | 81.8 M | 81.8 M | (9.8 M) | 69.1 M | 53.5 M | (5.4 M) | 22.8 M | 39.9 M | (27 M) | 113 M | (85 M) | (5.3 M) | 11.4 M | (18.9 M) | 8.1 M | 8.2 M |
| EFT | 85.4 M | 67.1 M | 67.1 M | 29.6 M | 17.9 M | 3.2 M | 70.5 M | 34.5 M | 19 M | (46.8 M) | 90.3 M | (12.8 M) | 14.9 M | 55.3 M | 19.6 M | 22.6 M | 19.3 M |
| VKI | 48.3 M | 53.1 M | 53.1 M | (11.8 M) | 67.9 M | 2.1 M | 2.1 M | 19.4 M | 15.4 M | 6 M | 6 M | (2.5 M) | (63.8 M) | 14.4 M | 14.4 M | 34.1 M | 35.8 M |
| BLE | 30.7 M | 73.8 M | (41 M) | 73.9 M | 17.1 M | 42.3 M | (1.3 M) | 3.7 M | 30.5 M | 7.9 M | 36.8 M | (103.7 M) | (2.9 M) | 27.9 M | (35.8 M) | (2.9 M) | (2.8 M) |
Eaton Vance Municipal and related stocks such as BlackRock Municipal, Flaherty and Crumrine, and First Trust Enhanced Net Income description
Net income is one of the most important fundamental items in finance. It plays a large role in Eaton Vance Municipal financial statement analysis. It represents the amount of money remaining after all of Eaton Vance Municipal operating expenses, interest, taxes and preferred stock dividends have been deducted from a company total revenue.Eaton Vance Competitive Analysis
The better you understand Eaton Vance competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Eaton Vance's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Eaton Vance's competition over several years is one of the best ways to analyze its investment potential.| Better Than Average | Worse Than Peers | View Performance Chart |
Eaton Vance Competition Performance Charts
Five steps to successful analysis of Eaton Vance Competition
Eaton Vance's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Eaton Vance Municipal in relation to its competition. Eaton Vance's competition analysis typically involves several steps, including:- Identifying the key players in the market: This involves identifying the major competitors of Eaton Vance in the market, both direct and indirect, as well as new entrants and disruptive technologies.
- Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
- Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Eaton Vance's competitive landscape.
- Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Eaton Vance Municipal, and developing a strategy to address them.
- Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Complement your Eaton Vance position
In addition to having Eaton Vance in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Banks Thematic Idea Now
Banks
Large and small money and credit banks and credit services. The Banks theme has 39 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Banks Theme or any other thematic opportunities.
| View All Next | Launch |
Check out Eaton Vance Correlation with its peers. You can also try the Portfolio Holdings module to check your current holdings and cash postion to detemine if your portfolio needs rebalancing.
Will Asset Management & Custody Banks sector continue expanding? Could Eaton diversify its offerings? Factors like these will boost the valuation of Eaton Vance. Projected growth potential of Eaton fundamentally drives upward valuation adjustments. Accurate valuation requires analyzing both current fundamentals and future growth trajectories. Every Eaton Vance data point contributes insight, yet successful analysis hinges on identifying the most consequential variables.
Quarterly Earnings Growth 0.059 | Dividend Share 0.616 | Earnings Share 0.01 | Revenue Per Share | Quarterly Revenue Growth 0.077 |
Understanding Eaton Vance Municipal requires distinguishing between market price and book value, where the latter reflects Eaton's accounting equity. The concept of intrinsic value - what Eaton Vance's is actually worth based on fundamentals - guides informed investors toward better entry and exit points. Seasoned market participants apply comprehensive analytical frameworks to derive fundamental worth and identify mispriced opportunities. Market sentiment, economic cycles, and investor behavior can push Eaton Vance's price substantially above or below its fundamental value.
It's important to distinguish between Eaton Vance's intrinsic value and market price, which are calculated using different methodologies. Investment decisions regarding Eaton Vance should consider multiple factors including financial performance, growth metrics, competitive position, and professional analysis. In contrast, Eaton Vance's trading price reflects the actual exchange value where willing buyers and sellers reach mutual agreement.
