Eaton Financial Statements From 2010 to 2025

EVN Stock  USD 10.31  0.02  0.19%   
Eaton Vance financial statements provide useful quarterly and yearly information to potential Eaton Vance Municipal investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on Eaton Vance financial statements helps investors assess Eaton Vance's valuation, profitability, and current liquidity needs. Key fundamental drivers impacting Eaton Vance's valuation are summarized below:
Gross Profit
28.6 M
Profit Margin
0.6115
Market Capitalization
408.8 M
Enterprise Value Revenue
15.2556
Revenue
28.6 M
We have found one hundred twenty available fundamental signals for Eaton Vance Municipal, which can be analyzed and compared to other ratios and to its rivals. Self-guided Investors are advised to verify Eaton Vance's prevailing fundamentals against the trend between 2010 and 2025 to make sure the company can sustain itself down the road. As of the 1st of February 2025, Market Cap is likely to drop to about 285.7 M. In addition to that, Enterprise Value is likely to drop to about 449.7 M

Eaton Vance Total Revenue

17.71 Million

Check Eaton Vance financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Eaton Vance's main balance sheet or income statement drivers, such as Interest Expense of 5.4 M, Selling General Administrative of 1.6 M or Total Revenue of 17.7 M, as well as many indicators such as Price To Sales Ratio of 10.46, Dividend Yield of 0.0707 or PTB Ratio of 0.6. Eaton financial statements analysis is a perfect complement when working with Eaton Vance Valuation or Volatility modules.
  
Check out the analysis of Eaton Vance Correlation against competitors.

Eaton Vance Balance Sheet

Current ValueLast YearHistorical Average 10 Year Trend
Total Assets599.4 M748.3 M627.2 M
Slightly volatile
Total Current Liabilities6.2 M6.6 M12.3 M
Slightly volatile
Total Stockholder Equity440.3 M523.2 M432.9 M
Slightly volatile
Cash43.7 K46 K2.5 M
Very volatile
Non Current Assets Total573.9 M696.8 M600.8 M
Slightly volatile
Other Assets129.1 K135.9 K280.5 M
Pretty Stable
Cash And Short Term Investments147.2 K155 K2.5 M
Very volatile
Net Receivables10.6 M13.2 M9.9 M
Slightly volatile
Common Stock Total Equity339.2 K357 K111.7 M
Slightly volatile
Common Stock Shares Outstanding28.2 M45.6 M30.8 M
Slightly volatile
Liabilities And Stockholders Equity594.1 M710.3 M622.4 M
Slightly volatile
Non Current Liabilities Total156 M197 M172.6 M
Slightly volatile
Other Stockholder Equity283 M548.5 M365.1 M
Slightly volatile
Total Liabilities159.1 M225.1 M194.3 M
Slightly volatile
Total Current Assets12.9 M13.4 M12.1 M
Slightly volatile
Common Stock339.2 K357 K34.3 M
Slightly volatile
Accounts Payable18.7 M17.8 M6.2 M
Slightly volatile
Net Tangible Assets429.9 M513.3 M407 M
Slightly volatile
Long Term Debt217.4 M337 M227.9 M
Slightly volatile
Long Term Investments651.2 M729.6 M621.8 M
Slightly volatile
Short and Long Term Debt Total235 M197 M198.6 M
Slightly volatile
Long Term Debt Total267.4 M337 M237.3 M
Slightly volatile
Capital Surpluse416.7 M550.4 M393.3 M
Slightly volatile
Net Invested Capital753 M729.7 M607.9 M
Slightly volatile
Capital Stock411.4 K456.2 K321.9 K
Slightly volatile

Eaton Vance Income Statement

Current ValueLast YearHistorical Average 10 Year Trend
Interest Expense5.4 M5.7 M15.3 M
Slightly volatile
Selling General Administrative1.6 MM2.2 M
Pretty Stable
Other Operating Expenses1.5 M1.6 M10.5 M
Slightly volatile
Cost Of Revenue6.6 M4.8 M6.2 M
Very volatile
Total Operating Expenses1.9 MM9.6 M
Slightly volatile
Interest Income24.4 M32.8 M17.9 M
Slightly volatile
Net Interest Income26.5 M25.6 M23 M
Slightly volatile

Eaton Vance Cash Flow Statement

Current ValueLast YearHistorical Average 10 Year Trend
Dividends Paid21.5 M26 M20.6 M
Slightly volatile
Begin Period Cash Flow115.2 K121.3 K2.6 M
Very volatile

Financial Ratios

Current ValueLast YearHistorical Average 10 Year Trend
Dividend Yield0.07070.05720.0661
Slightly volatile
PTB Ratio0.60.770.7859
Slightly volatile
Book Value Per Share19.412.7816.0737
Slightly volatile
Average Payables2.6 M4.4 M3.2 M
Slightly volatile
PB Ratio0.60.770.7859
Slightly volatile
Payables Turnover1.491.572.4515
Pretty Stable
Cash Per Share0.00290.00310.0935
Slightly volatile
Days Payables Outstanding199241266
Pretty Stable
Current Ratio1.371.444.7116
Very volatile
Tangible Book Value Per Share19.412.7816.0737
Slightly volatile
Graham Number10.010.5319.673
Slightly volatile
Shareholders Equity Per Share19.412.7816.0737
Slightly volatile
Debt To Equity0.380.350.4414
Pretty Stable
Average Receivables8.4 M10.5 M9.7 M
Slightly volatile
Interest Debt Per Share3.34.066.551
Very volatile
Debt To Assets0.260.250.2959
Pretty Stable
Price Book Value Ratio0.60.770.7859
Slightly volatile
Days Of Payables Outstanding199241266
Pretty Stable
Operating Profit Margin0.720.760.9423
Very volatile
Company Equity Multiplier1.081.261.4179
Very volatile
Long Term Debt To Capitalization0.260.250.305
Pretty Stable
Total Debt To Capitalization0.260.250.2999
Pretty Stable
Debt Equity Ratio0.380.350.4414
Pretty Stable
Ebit Per Revenue0.720.760.9423
Very volatile
Quick Ratio1.371.444.7116
Very volatile
Net Income Per E B T0.861.141.15
Slightly volatile
Cash Ratio0.01580.01670.983
Very volatile
Free Cash Flow Operating Cash Flow Ratio0.80.90.9812
Slightly volatile
Price To Book Ratio0.60.770.7859
Slightly volatile
Debt Ratio0.260.250.2959
Pretty Stable
Price Fair Value0.60.770.7859
Slightly volatile

Eaton Vance Valuation Data

Current ValueLast YearHistorical Average 10 Year Trend
Market Cap285.7 M340.6 M339 M
Slightly volatile
Enterprise Value449.7 M494.6 M524.7 M
Slightly volatile

About Eaton Vance Financial Statements

Eaton Vance investors utilize fundamental indicators, such as revenue or net income, to predict how Eaton Stock might perform in the future. Analyzing these trends over time helps investors make informed market timing decisions. For further insights, please visit our fundamental analysis page.
Last ReportedProjected for Next Year
Total Revenue34.7 M17.7 M
Cost Of Revenue4.8 M6.6 M
Sales General And Administrative To Revenue 0.05  0.05 
Revenue Per Share 0.83  1.20 
Ebit Per Revenue 0.76  0.72 

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 against Eaton Stock

  0.37LION Lionsgate Studios CorpPairCorr
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 Municipal 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 Municipal 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 CorrelationCorrelation Matching
When determining whether Eaton Vance Municipal offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Eaton Vance's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Eaton Vance Municipal Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Eaton Vance Municipal Stock:
Check out the analysis of Eaton Vance Correlation against competitors.
You can also try the Correlation Analysis module to reduce portfolio risk simply by holding instruments which are not perfectly correlated.
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
0.586
Earnings Share
0.93
Revenue Per Share
0.722
Quarterly Revenue Growth
(0.01)
Return On Assets
0.0245
The market value of Eaton Vance Municipal 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.