Eaton Vance Senior Stock Performance
| EFR Stock | USD 12.93 0.03 0.23% |
Eaton Vance has a performance score of 12 on a scale of 0 to 100. The firm shows a Beta (market volatility) of 0.1, which means not very significant fluctuations relative to the market. As returns on the market increase, Eaton Vance's returns are expected to increase less than the market. However, during the bear market, the loss of holding Eaton Vance is expected to be smaller as well. Eaton Vance Senior right now shows a risk of 0.41%. Please confirm Eaton Vance Senior skewness, and the relationship between the value at risk and day median price , to decide if Eaton Vance Senior will be following its price patterns.
Risk-Adjusted Performance
12 of 100
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Compared to the overall equity markets, risk-adjusted returns on investments in Eaton Vance Senior are ranked lower than 12 (%) of all global equities and portfolios over the last 90 days. Even with relatively invariable technical and fundamental indicators, Eaton Vance is not utilizing all of its potentials. The latest stock price agitation, may contribute to short-term losses for the retail investors. ...more
Actual Historical Performance (%)
One Day Return 0.54 | Five Day Return 0.54 | Year To Date Return 1.56 | Ten Year Return (8.06) | All Time Return (35.00) |
Forward Dividend Yield 0.0922 | Payout Ratio 0.8109 | Forward Dividend Rate 1.2 | Dividend Date 2019-01-10 | Ex Dividend Date 2024-11-21 |
| Eaton Vance dividend paid on 30th of August 2024 | 08/30/2024 |
1 | When the Price of Talks, People Listen - Stock Traders Daily | 09/03/2024 |
| Eaton Vance dividend paid on 30th of September 2024 | 09/30/2024 |
2 | Disposition of tradable shares by Craig Russ of Eaton Vance subject to Rule 16b-3 | 10/25/2024 |
| Eaton Vance dividend paid on 31st of October 2024 | 10/31/2024 |
3 | Long Term Investment Analysis - Stock Traders Daily | 11/11/2024 |
| Begin Period Cash Flow | 8 M |
Eaton |
Eaton Vance Relative Risk vs. Return Landscape
If you would invest 1,243 in Eaton Vance Senior on August 27, 2024 and sell it today you would earn a total of 50.00 from holding Eaton Vance Senior or generate 4.02% return on investment over 90 days. Eaton Vance Senior is generating 0.0625% of daily returns assuming volatility of 0.4069% on return distribution over 90 days investment horizon. In other words, 3% of stocks are less volatile than Eaton, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Eaton Vance Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Eaton Vance's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Eaton Vance Senior, and traders can use it to determine the average amount a Eaton Vance's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1535
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Estimated Market Risk
| 0.41 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.15 actual daily | 12 88% of assets perform better |
Based on monthly moving average Eaton Vance is performing at about 12% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Eaton Vance by adding it to a well-diversified portfolio.
Eaton Vance Fundamentals Growth
Eaton Stock prices reflect investors' perceptions of the future prospects and financial health of Eaton Vance, and Eaton Vance fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Eaton Stock performance.
| 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 | ||||
| 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 | ||||
| Earnings Per Share | 1.69 X | ||||
| Market Capitalization | 379.91 M | ||||
| Total Asset | 586.02 M | ||||
| Retained Earnings | (95.22 M) | ||||
About Eaton Vance Performance
Assessing Eaton Vance's fundamental ratios provides investors with valuable insights into Eaton Vance's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Eaton Vance is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.09 | 0.11 | |
| Return On Capital Employed | 0.09 | 0.11 | |
| Return On Assets | 0.09 | 0.11 | |
| Return On Equity | 0.14 | 0.15 |
Things to note about Eaton Vance Senior performance evaluation
Checking the ongoing alerts about Eaton Vance for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Eaton Vance Senior help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Eaton Vance Senior has 110 M in debt with debt to equity (D/E) ratio of 0.31, which is OK given its current industry classification. Eaton Vance Senior has a current ratio of 0.09, suggesting that it has not enough short term capital to pay financial commitments when the payables are due. Note however, debt could still be an excellent tool for Eaton to invest in growth at high rates of return. | |
| Eaton Vance Senior has a strong financial position based on the latest SEC filings | |
| On 31st of October 2024 Eaton Vance paid $ 0.104 per share dividend to its current shareholders | |
| Latest headline from news.google.com: Long Term Investment Analysis - Stock Traders Daily |
- Analyzing Eaton Vance's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Eaton Vance's stock is overvalued or undervalued compared to its peers.
- Examining Eaton Vance's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Eaton Vance's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Eaton Vance's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Eaton Vance's stock. These opinions can provide insight into Eaton Vance's potential for growth and whether the stock is currently undervalued or overvalued.
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.