Eaton Net Invested Capital vs Long Term Investments Analysis

EOT Stock  USD 17.07  0.19  1.10%   
Eaton Vance financial indicator trend analysis is much more than just examining Eaton Vance National latest accounting drivers to predict future trends. We encourage investors to analyze account correlations over time for multiple indicators to determine whether Eaton Vance National is a good investment. Please check the relationship between Eaton Vance Net Invested Capital and its Long Term Investments accounts. Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Eaton Vance National. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in persons.

Net Invested Capital vs Long Term Investments

Net Invested Capital vs Long Term Investments Correlation Analysis

The overlapping area represents the amount of trend that can be explained by analyzing historical patterns of Eaton Vance National Net Invested Capital account and Long Term Investments. At this time, the significance of the direction appears to have almost identical trend.
The correlation between Eaton Vance's Net Invested Capital and Long Term Investments is 0.98. Overlapping area represents the amount of variation of Net Invested Capital that can explain the historical movement of Long Term Investments in the same time period over historical financial statements of Eaton Vance National, assuming nothing else is changed. The correlation between historical values of Eaton Vance's Net Invested Capital and Long Term Investments is a relative statistical measure of the degree to which these accounts tend to move together. The correlation coefficient measures the extent to which Net Invested Capital of Eaton Vance National are associated (or correlated) with its Long Term Investments. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when Long Term Investments has no effect on the direction of Net Invested Capital i.e., Eaton Vance's Net Invested Capital and Long Term Investments go up and down completely randomly.

Correlation Coefficient

0.98
Relationship DirectionPositive 
Relationship StrengthVery Strong

Net Invested Capital

The total amount of capital invested in a company, including both equity and debt, minus any cash or cash equivalents.

Long Term Investments

Long Term Investments is an item on the asset side of Eaton Vance balance sheet that represents investments Eaton Vance National intends to hold for over a year. Eaton Vance National long term investments may include different instruments such as stocks, bonds, real estate and cash.
Most indicators from Eaton Vance's fundamental ratios are interrelated and interconnected. However, analyzing fundamental ratios indicators one by one will only give a small insight into Eaton Vance National current financial condition. On the other hand, looking into the entire matrix of fundamental ratios indicators, and analyzing their relationships over time can provide a more complete picture of the company financial strength now and in the future. Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Eaton Vance National. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in persons.
At this time, Eaton Vance's Selling General Administrative is comparatively stable compared to the past year. Sales General And Administrative To Revenue is likely to gain to 0.03 in 2024, whereas Enterprise Value Over EBITDA is likely to drop 16.02 in 2024.
 2021 2022 2023 2024 (projected)
Total Operating Expenses304.4K303.0K14.9M15.6M
Cost Of Revenue2.6M3.0M8.6M9.0M

Eaton Vance fundamental ratios Correlations

0.430.280.280.140.30.39-0.68-0.46-0.370.99-0.17-0.230.990.23-0.20.05-0.66-0.550.840.990.15-0.68-0.630.640.36
0.430.660.660.470.810.86-0.42-0.160.080.47-0.11-0.30.460.240.180.29-0.32-0.60.490.430.13-0.32-0.250.390.24
0.280.661.00.680.920.9-0.510.340.070.32-0.67-0.730.32-0.390.190.26-0.38-0.420.30.3-0.51-0.37-0.420.62-0.38
0.280.661.00.680.920.9-0.510.340.070.32-0.67-0.730.32-0.390.190.26-0.38-0.420.30.3-0.51-0.37-0.420.62-0.38
0.140.470.680.680.710.67-0.450.260.680.16-0.54-0.630.17-0.440.440.5-0.46-0.610.140.16-0.58-0.38-0.410.32-0.46
0.30.810.920.920.710.99-0.590.220.180.33-0.63-0.730.34-0.350.310.4-0.46-0.520.340.3-0.44-0.46-0.470.55-0.28
0.390.860.90.90.670.99-0.60.120.110.42-0.57-0.70.42-0.250.260.36-0.47-0.540.420.38-0.34-0.46-0.470.59-0.19
-0.68-0.42-0.51-0.51-0.45-0.59-0.60.30.13-0.680.630.63-0.70.150.06-0.150.970.65-0.82-0.670.220.980.97-0.81-0.07
-0.46-0.160.340.340.260.220.120.30.41-0.47-0.37-0.3-0.46-0.680.550.430.360.13-0.62-0.44-0.730.380.29-0.12-0.81
-0.370.080.070.070.680.180.110.130.41-0.37-0.08-0.17-0.36-0.310.670.590.07-0.33-0.4-0.34-0.40.150.15-0.32-0.43
0.990.470.320.320.160.330.42-0.68-0.47-0.37-0.17-0.251.00.24-0.20.05-0.66-0.550.850.990.15-0.68-0.620.650.36
-0.17-0.11-0.67-0.67-0.54-0.63-0.570.63-0.37-0.08-0.170.95-0.190.8-0.1-0.160.540.16-0.17-0.160.830.520.64-0.610.68
-0.23-0.3-0.73-0.73-0.63-0.73-0.70.63-0.3-0.17-0.250.95-0.260.72-0.18-0.240.520.28-0.22-0.220.760.490.59-0.620.62
0.990.460.320.320.170.340.42-0.7-0.46-0.361.0-0.19-0.260.22-0.20.05-0.68-0.560.850.990.14-0.7-0.640.650.35
0.230.24-0.39-0.39-0.44-0.35-0.250.15-0.68-0.310.240.80.720.22-0.39-0.330.1-0.150.370.250.950.090.22-0.150.92
-0.20.180.190.190.440.310.260.060.550.67-0.2-0.1-0.18-0.2-0.390.960.09-0.32-0.34-0.22-0.360.070.13-0.27-0.33
0.050.290.260.260.50.40.36-0.150.430.590.05-0.16-0.240.05-0.330.96-0.12-0.47-0.120.03-0.33-0.16-0.08-0.11-0.22
-0.66-0.32-0.38-0.38-0.46-0.46-0.470.970.360.07-0.660.540.52-0.680.10.09-0.120.67-0.82-0.650.180.990.98-0.75-0.1
-0.55-0.6-0.42-0.42-0.61-0.52-0.540.650.13-0.33-0.550.160.28-0.56-0.15-0.32-0.470.67-0.67-0.540.050.630.55-0.57-0.15
0.840.490.30.30.140.340.42-0.82-0.62-0.40.85-0.17-0.220.850.37-0.34-0.12-0.82-0.670.820.26-0.82-0.760.790.49
0.990.430.30.30.160.30.38-0.67-0.44-0.340.99-0.16-0.220.990.25-0.220.03-0.65-0.540.820.15-0.67-0.620.610.35
0.150.13-0.51-0.51-0.58-0.44-0.340.22-0.73-0.40.150.830.760.140.95-0.36-0.330.180.050.260.150.130.27-0.30.95
-0.68-0.32-0.37-0.37-0.38-0.46-0.460.980.380.15-0.680.520.49-0.70.090.07-0.160.990.63-0.82-0.670.130.98-0.72-0.16
-0.63-0.25-0.42-0.42-0.41-0.47-0.470.970.290.15-0.620.640.59-0.640.220.13-0.080.980.55-0.76-0.620.270.98-0.77-0.01
0.640.390.620.620.320.550.59-0.81-0.12-0.320.65-0.61-0.620.65-0.15-0.27-0.11-0.75-0.570.790.61-0.3-0.72-0.77-0.1
0.360.24-0.38-0.38-0.46-0.28-0.19-0.07-0.81-0.430.360.680.620.350.92-0.33-0.22-0.1-0.150.490.350.95-0.16-0.01-0.1
Click cells to compare fundamentals

Eaton Vance Account Relationship Matchups

Eaton Vance fundamental ratios Accounts

201920202021202220232024 (projected)
Common Stock Shares Outstanding15.3M15.3M15.6M15.6M18.0M16.9M
Net Debt13.7M8.9M12.4M32.2M40.7M21.4M
Total Current Assets17.1M4.4M5.3M4.9M5.6M6.9M
Total Stockholder Equity314.3M333.2M313.6M286.2M289.0M313.5M
Other Stockholder Equity268.5M291.8M298.4M298.4M343.2M277.2M
Total Assets342.7M355.8M341.2M327.3M333.2M281.1M
Retained Earnings22.8M41.3M15.1M(12.3M)(9.5M)(9.0M)
Net Receivables9.2M4.4M5.3M4.9M4.4M4.7M
Liabilities And Stockholders Equity342.7M355.8M341.2M327.3M333.2M281.1M
Capital Surpluse290.6M291.3M291.8M298.4M343.2M321.3M
Total Liab28.3M22.6M27.6M41.1M44.1M29.9M
Short Term Debt451.2K1.5M0.0898.3K936.8K550.8K
Common Stock153.1K153.3K156.2K156.2K179.7K169.4K
Short Long Term Debt Total21.7M21.7M19.7M39.6M40.7M33.8M
Total Current Liabilities6.3M555.6K7.7M303.8K936.8K889.9K
Accounts Payable6.3M555.6K7.7M303.8K3.1M3.5M
Non Current Assets Total325.5M355.8M341.2M322.4M328.8M274.2M
Non Currrent Assets Other(325.5M)17.2M12.6M(322.4M)(328.7M)(312.3M)
Other Assets(9.2M)(4.4M)(5.3M)333.2M383.2M402.3M
Non Current Liabilities Total21.7M22.6M27.6M39.6M39.8M35.4M
Net Invested Capital336.0M354.9M333.3M325.8M328.8M273.9M
Long Term Investments325.5M338.6M328.7M322.4M328.7M270.1M
Other Current Liab(6.3M)(555.6K)(7.7M)594.5K(936.8K)(983.6K)
Other Current Assets(17.1M)(17.2M)(12.6M)(4.9M)(4.4M)(4.7M)
Capital Stock153.1K153.3K156.2K156.2K179.7K170.0K

Thematic Opportunities

Explore Investment Opportunities

Build portfolios using Macroaxis predefined set of investing ideas. Many of Macroaxis investing ideas can easily outperform a given market. Ideas can also be optimized per your risk profile before portfolio origination is invoked. Macroaxis thematic optimization helps investors identify companies most likely to benefit from changes or shifts in various micro-economic or local macro-level trends. Originating optimal thematic portfolios involves aligning investors' personal views, ideas, and beliefs with their actual investments.
Explore Investing Ideas  

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.