Is Eaton Vance Stock a Good Investment?
Eaton Vance Investment Advice | EOT |
- Examine Eaton Vance's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Eaton Vance's leadership team and their track record. Good management can help Eaton Vance navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Asset Management & Custody Banks space and any emerging trends that could impact Eaton Vance's business and its evolving consumer preferences.
- Compare Eaton Vance's performance and market position to its competitors. Analyze how Eaton Vance is positioned in terms of product offerings, innovation, and market share.
- Check if Eaton Vance pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Eaton Vance's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Eaton Vance National stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Eaton Vance National is a good investment.
Sell | Buy |
Hold
Market Performance | Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | About Average | Details | |
Economic Sensitivity | Moves indifferently to market moves | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Not Available | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Examine Eaton Vance Stock
Researching Eaton Vance's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 16.0% of the company shares are held by institutions such as insurance companies. The company has price-to-book (P/B) ratio of 0.92. Some equities with similar Price to Book (P/B) outperform the market in the long run. Eaton Vance National last dividend was issued on the 20th of October 2023.
To determine if Eaton Vance is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Eaton Vance's research are outlined below:
| On 31st of October 2024 Eaton Vance paid $ 0.0683 per share dividend to its current shareholders | |
| Latest headline from news.google.com: Long Term Trading Analysis for - Stock Traders Daily |
Eaton Vance's market capitalization trends
The company currently falls under 'Small-Cap' category with a total capitalization of 270.78 M.Market Cap |
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Eaton Vance's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.04 | 0.02 | |
| Return On Capital Employed | (0.04) | (0.04) | |
| Return On Assets | 0.04 | 0.02 | |
| Return On Equity | 0.05 | 0.05 |
Determining Eaton Vance's profitability involves analyzing its financial statements and using various financial metrics to determine if Eaton Vance is a good buy. For example, gross profit margin measures Eaton Vance's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Eaton Vance's profitability and make more informed investment decisions.
Please note, the imprecision that can be found in Eaton Vance's accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of Eaton Vance National. Check Eaton Vance's Beneish M Score to see the likelihood of Eaton Vance's management manipulating its earnings.
Evaluate Eaton Vance's management efficiency
Return On Equity is likely to gain to 0.05 in 2024, whereas Return On Tangible Assets are likely to drop 0.02 in 2024. Liabilities And Stockholders Equity is likely to drop to about 281.1 M in 2024. Total Current Liabilities is likely to drop to about 889.9 K in 2024Eaton Vance's management efficiency ratios could be used to measure how well Eaton Vance manages its routine affairs as well as how well it operates its assets and liabilities.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 18.50 | 22.63 | |
| Tangible Book Value Per Share | 18.50 | 22.63 | |
| Enterprise Value Over EBITDA | 20.54 | 16.02 | |
| Price Book Value Ratio | 0.89 | 1.07 | |
| Enterprise Value Multiple | 20.54 | 16.02 | |
| Price Fair Value | 0.89 | 1.07 | |
| Enterprise Value | 299.1 M | 358.9 M |
The management team at Eaton Vance has a track record of steering the company towards sustained growth. Evaluating their strategies helps in understanding the stock's long-term potential.
Dividend Yield 0.0503 | Forward Dividend Yield 0.0503 | Forward Dividend Rate 0.75 |
Basic technical analysis of Eaton Stock
As of the 26th of November, Eaton Vance shows the Downside Deviation of 0.4811, mean deviation of 0.3502, and Coefficient Of Variation of 5081.29. Eaton Vance National technical analysis allows you to utilize historical prices and volume patterns in order to determine a pattern that computes the direction of the firm's future prices.Eaton Vance's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Eaton Vance insiders, such as employees or executives, is commonly permitted as long as it does not rely on Eaton Vance's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Eaton Vance insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Thomas Faust over three months ago Insider Trading | ||
Campbell Barbara E over six months ago Insider Trading |
Eaton Vance's Outstanding Corporate Bonds
Eaton Vance issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Eaton Vance National uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Eaton bonds can be classified according to their maturity, which is the date when Eaton Vance National has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| Boeing Co 2196 Corp BondUS097023DG73 | View | |
| HSBC Holdings PLC Corp BondUS404280DR76 | View | |
| EATON VANCE P Corp BondUS278265AE30 | View |
Understand Eaton Vance's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Eaton Vance's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.0084 | |||
| Market Risk Adjusted Performance | 0.072 | |||
| Mean Deviation | 0.3502 | |||
| Semi Deviation | 0.4209 | |||
| Downside Deviation | 0.4811 | |||
| Coefficient Of Variation | 5081.29 | |||
| Standard Deviation | 0.4606 | |||
| Variance | 0.2121 | |||
| Information Ratio | (0.26) | |||
| Jensen Alpha | 9.0E-4 | |||
| Total Risk Alpha | (0.07) | |||
| Sortino Ratio | (0.25) | |||
| Treynor Ratio | 0.062 | |||
| Maximum Drawdown | 2.08 | |||
| Value At Risk | (0.87) | |||
| Potential Upside | 0.7493 | |||
| Downside Variance | 0.2315 | |||
| Semi Variance | 0.1772 | |||
| Expected Short fall | (0.41) | |||
| Skewness | (0.08) | |||
| Kurtosis | (0.02) |
| Risk Adjusted Performance | 0.0084 | |||
| Market Risk Adjusted Performance | 0.072 | |||
| Mean Deviation | 0.3502 | |||
| Semi Deviation | 0.4209 | |||
| Downside Deviation | 0.4811 | |||
| Coefficient Of Variation | 5081.29 | |||
| Standard Deviation | 0.4606 | |||
| Variance | 0.2121 | |||
| Information Ratio | (0.26) | |||
| Jensen Alpha | 9.0E-4 | |||
| Total Risk Alpha | (0.07) | |||
| Sortino Ratio | (0.25) | |||
| Treynor Ratio | 0.062 | |||
| Maximum Drawdown | 2.08 | |||
| Value At Risk | (0.87) | |||
| Potential Upside | 0.7493 | |||
| Downside Variance | 0.2315 | |||
| Semi Variance | 0.1772 | |||
| Expected Short fall | (0.41) | |||
| Skewness | (0.08) | |||
| Kurtosis | (0.02) |
Consider Eaton Vance's intraday indicators
Eaton Vance intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Eaton Vance stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Eaton Vance Corporate Filings
| 19th of November 2024 Other Reports | ViewVerify | |
| 17th of October 2024 Other Reports | ViewVerify | |
8K | 10th of October 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
| 30th of August 2024 Other Reports | ViewVerify |
Eaton Stock media impact
Far too much social signal, news, headlines, and media speculation about Eaton Vance that are available to investors today. That information is available publicly through Eaton media outlets and privately through word of mouth or via Eaton internal channels. However, regardless of the origin, that massive amount of Eaton data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Eaton Vance news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Eaton Vance relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Eaton Vance's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Eaton Vance alpha.
Eaton Vance Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Eaton Vance can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Eaton Vance Corporate Management
| James Kirchner | Treasurer | Profile | |
| Mark Fetting | Independent Trustee | Profile | |
| Richard Froio | Chief Compliance Officer | Profile | |
| Valerie Mosley | Independent Trustee | Profile | |
| Payson CFA | Chief VP | Profile |
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.