Eaton Vance Senior Stock Fundamentals
| EFR Stock | USD 12.93 0.03 0.23% |
Eaton Vance Senior fundamentals help investors to digest information that contributes to Eaton Vance's financial success or failures. It also enables traders to predict the movement of Eaton Stock. The fundamental analysis module provides a way to measure Eaton Vance's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Eaton Vance stock.
At this time, Eaton Vance's Interest Expense is relatively stable compared to the past year. As of 11/25/2024, Net Income From Continuing Ops is likely to grow to about 66.3 M, while Total Revenue is likely to drop slightly above 33 M. Eaton | Select Account or Indicator |
Eaton Vance Senior Company Operating Margin Analysis
Eaton Vance's Operating Margin shows how much operating income a company makes on each dollar of sales. It is one of the profitability indicators which helps analysts to understand whether the firm is successful or not making money from everyday operations.
Current Eaton Vance Operating Margin | 0.80 % |
Most of Eaton Vance's fundamental indicators, such as Operating Margin, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Eaton Vance Senior is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Eaton Operating Margin Historical Pattern
Today, most investors in Eaton Vance Stock are looking for potential investment opportunities by analyzing not only static indicators but also various Eaton Vance's growth ratios. Consistent increases or drops in fundamental ratios usually indicate a possible pattern that can be successfully translated into profits. However, when comparing two companies, knowing each company's operating margin growth rates may not be enough to decide which company is a better investment. That's why investors frequently use a static breakdown of Eaton Vance operating margin as a starting point in their analysis.
Eaton Vance Operating Margin |
| Timeline |
A good Operating Margin is required for a company to be able to pay for its fixed costs or payout its debt, which implies that the higher the margin, the better. This ratio is most effective in evaluating the earning potential of a company over time when comparing it against a firm's competitors.
| Competition |
Eaton Pretax Profit Margin
Pretax Profit Margin |
|
Based on the recorded statements, Eaton Vance Senior has an Operating Margin of 0.8007%. This is 95.66% lower than that of the Capital Markets sector and 96.91% lower than that of the Financials industry. The operating margin for all United States stocks is 114.53% lower than that of the firm.
Eaton Vance Senior Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Eaton Vance's current stock value. Our valuation model uses many indicators to compare Eaton Vance value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Eaton Vance competition to find correlations between indicators driving Eaton Vance's intrinsic value. More Info.Eaton Vance Senior is one of the top stocks in return on equity category among its peers. It also is one of the top stocks in return on asset category among its peers . At this time, Eaton Vance's Return On Equity is relatively stable compared to the past year. Comparative valuation analysis is a catch-all technique that is used if you cannot value Eaton Vance by discounting back its dividends or cash flows. It compares the stock's price multiples to nearest competition to determine if the stock is relatively undervalued or overvalued.Eaton Operating Margin Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Eaton Vance's direct or indirect competition against its Operating Margin to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Eaton Vance could also be used in its relative valuation, which is a method of valuing Eaton Vance by comparing valuation metrics of similar companies.Eaton Vance is currently under evaluation in operating margin category among its peers.
Eaton Vance Current Valuation Drivers
We derive many important indicators used in calculating different scores of Eaton Vance from analyzing Eaton Vance's financial statements. These drivers represent accounts that assess Eaton Vance's ability to generate profits relative to its revenue, operating costs, and shareholders' equity. Below are some of Eaton Vance's important valuation drivers and their relationship over time.
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Market Cap | 466.3M | 438.5M | 529.8K | 395.1K | 454.3K | 431.6K | |
| Enterprise Value | 674.4M | 655.9M | 115.1M | 128.4M | 147.7M | 140.3M |
Eaton Fundamentals
| Return On Equity | -0.0022 | ||||
| Return On Asset | 0.0378 | ||||
| Profit Margin | (0.02) % | ||||
| Operating Margin | 0.80 % | ||||
| Current Valuation | 569.13 M | ||||
| Shares Outstanding | 29.2 M | ||||
| Shares Owned By Institutions | 22.97 % | ||||
| Number Of Shares Shorted | 144.07 K | ||||
| Price To Earning | 30.16 X | ||||
| Price To Book | 0.99 X | ||||
| Price To Sales | 8.23 X | ||||
| Revenue | 55.66 M | ||||
| Gross Profit | 35.2 M | ||||
| EBITDA | 54.9 M | ||||
| Net Income | 54.9 M | ||||
| Cash And Equivalents | 8.07 M | ||||
| Cash Per Share | 0.28 X | ||||
| Total Debt | 110 M | ||||
| Debt To Equity | 0.31 % | ||||
| Current Ratio | 0.09 X | ||||
| Book Value Per Share | 13.02 X | ||||
| Cash Flow From Operations | 61 M | ||||
| Short Ratio | 1.70 X | ||||
| Earnings Per Share | 1.69 X | ||||
| Target Price | 12.43 | ||||
| Beta | 0.57 | ||||
| Market Capitalization | 379.91 M | ||||
| Total Asset | 586.02 M | ||||
| Retained Earnings | (95.22 M) | ||||
| Annual Yield | 0.09 % | ||||
| Five Year Return | 6.71 % | ||||
| Net Asset | 586.02 M | ||||
| Last Dividend Paid | 1.03 |
About Eaton Vance Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Eaton Vance Senior's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Eaton Vance using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Eaton Vance Senior based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.| Last Reported | Projected for Next Year | ||
| Current Deferred Revenue | -152.2 M | -159.8 M | |
| Total Revenue | 50.1 M | 33 M | |
| Sales General And Administrative To Revenue | 0.02 | 0.01 | |
| Revenue Per Share | (730.10) | (693.59) | |
| Ebit Per Revenue | 0.89 | 0.78 |
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 together with Eaton Stock
| 0.82 | V | Visa Class A | PairCorr |
| 0.62 | DHIL | Diamond Hill Investment | PairCorr |
| 0.9 | DIST | Distoken Acquisition | PairCorr |
| 0.67 | AB | AllianceBernstein | PairCorr |
| 0.62 | AC | Associated Capital | PairCorr |
Moving against Eaton Stock
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 Senior 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 Senior 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.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.