Eaton Vance Senior Stock Three Year Return

EFR Stock

USD 13.04 0.05 0.38%

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.

Total Stockholder Equity Total Assets

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Eaton Vance Senior Company Three Year Return Analysis

Eaton Vance's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.

Three Year Return

(Mean of Monthly Returns - 1)

X

100%

More About Three Year Return | All Equity Analysis

Eaton Three Year Return Driver Correlations

Understanding the fundamental principles of building solid financial models for Eaton Vance is extremely important. It helps to project a fair market value of Eaton Stock properly, considering its historical fundamentals such as Three Year Return. Since Eaton Vance's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Eaton Vance's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Eaton Vance's interrelated accounts and indicators.

	Total Assets	Total Stockholder Equity	Net Tangible Assets	Retained Earnings	Accounts Payable	Net Receivables	Total Liab	Long Term Investments	Common Stock	Long Term Debt	Short Long Term Debt	Total Current Assets	Short Term Debt	Deferred Long Term Liab	Net Debt	Net Invested Capital	Capital Stock	Current Deferred Revenue
Total Assets		0.75	0.81	0.22	-0.36	0.09	0.17	1.0	0.87	0.46	0.65	0.33	0.92	-0.45	0.85	0.96	-0.85	-0.78
Total Stockholder Equity	0.75		0.97	0.57	-0.42	0.17	-0.43	0.75	0.43	0.28	0.41	0.04	0.59	-0.28	0.53	0.61	-0.53	-0.49
Net Tangible Assets	0.81	0.97		0.38	-0.48	0.2	-0.4	0.81	0.47	0.24	0.44	0.17	0.63	-0.43	0.55	0.66	-0.55	-0.55
Retained Earnings	0.22	0.57	0.38		0.18	-0.07	-0.18	0.23	0.13	0.27	0.06	-0.33	0.17	0.53	0.3	0.23	-0.33	0.0
Accounts Payable	-0.36	-0.42	-0.48	0.18		-0.44	0.33	-0.35	-0.25	-0.1	-0.3	-0.3	-0.36	0.63	-0.26	-0.29	-0.05	0.52
Net Receivables	0.09	0.17	0.2	-0.07	-0.44		-0.33	0.08	0.0	0.16	0.23	0.65	-0.06	-0.34	0.11	0.06	-0.03	0.03
Total Liab	0.17	-0.43	-0.4	-0.18	0.33	-0.33		0.17	0.53	0.07	0.0	0.09	0.4	0.25	0.35	0.38	-0.33	-0.33
Long Term Investments	1.0	0.75	0.81	0.23	-0.35	0.08	0.17		0.87	0.46	0.64	0.31	0.92	-0.45	0.85	0.96	-0.85	-0.78
Common Stock	0.87	0.43	0.47	0.13	-0.25	0.0	0.53	0.87		0.6	0.66	0.36	0.95	-0.3	0.9	0.96	-0.84	-0.81
Long Term Debt	0.46	0.28	0.24	0.27	-0.1	0.16	0.07	0.46	0.6		0.91	0.33	0.42	-0.25	0.69	0.52	-0.69	-0.17
Short Long Term Debt	0.65	0.41	0.44	0.06	-0.3	0.23	0.0	0.64	0.66	0.91		0.42	0.54	-0.59	0.73	0.63	-0.73	-0.31
Total Current Assets	0.33	0.04	0.17	-0.33	-0.3	0.65	0.09	0.31	0.36	0.33	0.42		0.26	-0.42	0.4	0.36	-0.36	-0.19
Short Term Debt	0.92	0.59	0.63	0.17	-0.36	-0.06	0.4	0.92	0.95	0.42	0.54	0.26		-0.31	0.86	0.96	-0.78	-0.89
Deferred Long Term Liab	-0.45	-0.28	-0.43	0.53	0.63	-0.34	0.25	-0.45	-0.3	-0.25	-0.59	-0.42	-0.31		-0.23	-0.32	0.2	0.38
Net Debt	0.85	0.53	0.55	0.3	-0.26	0.11	0.35	0.85	0.9	0.69	0.73	0.4	0.86	-0.23		0.91	-0.91	-0.63
Net Invested Capital	0.96	0.61	0.66	0.23	-0.29	0.06	0.38	0.96	0.96	0.52	0.63	0.36	0.96	-0.32	0.91		-0.88	-0.82
Capital Stock	-0.85	-0.53	-0.55	-0.33	-0.05	-0.03	-0.33	-0.85	-0.84	-0.69	-0.73	-0.36	-0.78	0.2	-0.91	-0.88		0.47
Current Deferred Revenue	-0.78	-0.49	-0.55	0.0	0.52	0.03	-0.33	-0.78	-0.81	-0.17	-0.31	-0.19	-0.89	0.38	-0.63	-0.82	0.47

Click cells to compare fundamentals

Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.

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Eaton Return On Tangible Assets

Return On Tangible Assets

0.11

At this time, Eaton Vance's Return On Tangible Assets are relatively stable compared to the past year.

Based on the latest financial disclosure, Eaton Vance Senior has a Three Year Return of 0.0%. This indicator is about the same for the Capital Markets average (which is currently at 0.0) sector and about the same as Financials (which currently averages 0.0) industry. This indicator is about the same for all United States stocks average (which is currently at 0.0).

Eaton Three Year Return 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 Three Year Return 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 three year return 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	1.00 X
	Price To Sales	8.33 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.

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

0.88	V	Visa Class A	Pair Corr
0.87	MA	Mastercard	Pair Corr
0.86	MS	Morgan Stanley Fiscal Year End 21st of January 2025	Pair Corr

Moving against Eaton Stock

0.8	WU	Western Union	Pair Corr
0.72	FCFS	FirstCash	Pair Corr
0.39	PT	Pintec Technology	Pair Corr

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.

Pair Correlation Correlation Matching

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.

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