Eaton Story

<div class='circular--portrait' style='background:#800000;color: #F8F8FF;font-size:4em;'>EV</div>
EV -- USA Stock  

USD 36.36  0.59  1.60%

Eaton Vance Accounts Payable Turnover is fairly stable at the moment as compared to the past year. Eaton Vance reported Accounts Payable Turnover of 21.34 in 2019. Accrued Expenses Turnover is likely to climb to 7.63 in 2020, whereas Average Assets are likely to drop slightly above 3.5 B in 2020. If you are looking to grow your portfolio over time, you may want to focus on all of the essential basic indicators of your selected equities before buying their shares. In this article, we will focus on Eaton Vance. We will evaluate if Eaton Vance shares are reasonably priced going into September. The company current odds of financial turmoil is under 36 percent. Will sophisticated investors continue to be optimistic, or should we expect a sell-off?
Published over three weeks ago
View all stories for Eaton Vance | View All Stories
Are sophisticated investors happy with Eaton Vance (NYSE:EV) basic indicators?
Eaton Vance has performance score of 2 on a scale of 0 to 100. The firm shows a Beta (market volatility) of 1.2888, which means a somewhat significant risk relative to the market. Let's try to break down what Eaton's beta means in this case. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Eaton Vance will likely underperform. Although it is extremely important to respect Eaton Vance historical returns, it is better to be realistic regarding the information on equity current trending patterns. The philosophy towards predicting future performance of any stock is to evaluate the business as a whole together with its past performance, including all available fundamental and technical indicators. By reviewing Eaton Vance technical indicators, you can presently evaluate if the expected return of 0.0867% will be sustainable into the future. Eaton Vance right now shows a risk of 2.53%. Please confirm Eaton Vance value at risk, as well as the relationship between the skewness and day median price to decide if Eaton Vance will be following its price patterns.
Typically, a company's financial statements are the reports that show the financial position of the company. There are three main documents that fall into the category of financial statements. These documents include Eaton Vance income statement, its balance sheet, and the statement of cash flows. Potential Eaton Vance investors and stakeholders use financial statements to determine how well the company is positioned to perform in the future. Although Eaton Vance investors may use each financial statement separately, they are all related. The changes in Eaton Vance's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Eaton Vance's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages. The goal of Eaton Vance fundamental analysis is to do accurate financial forecasts. There are several possible objectives to fundamental analysis, such as projecting of Eaton Vance performance into the future periods or doing a reasonable stock valuation. The intrinsic value of Eaton Vance shares is the value that is considered the true value of the share. If the intrinsic value Eaton is higher than its market price, buying is generally recommended. If it is equal to the market price, it is recommended to hold; and if it is less than the market price, then one should sell all shares Eaton Vance. Please read more on our fundamental analysis page.

What is Eaton Asset Breakdown?

Eaton Vance reports assets on its Balance Sheet. It represents the amount of Eaton resources that either has an existing economic value or will provide some form of benefits in the future. To get a better handle on how balance sheet or income statements item affect Eaton volatility, please check the breakdown of all its fundamentals

Are Eaton Vance Earnings Expected to grow?

The future earnings power of Eaton Vance involves the interaction of many company-specific, industry, and economic forces. Earnings estimates embody investors' opinions of Eaton Vance factors such as sales growth, product demand, competitive industry environment, profit margins, and cost controls. Eaton Vance stock prices adjust as these expectations change or are proven wrong. The main thing to remember is that equities with high expected earnings growth tend to underperform the market because it is usually difficult to meet the market's high expectations. Companies with low earnings expectations tend to do better than expected. Please use our latest analysis of Eaton expected earnings.

And What about dividends?

A dividend is the distribution of a portion of Eaton Vance earnings, decided and managed by the company's board of directors and paid to a class of its shareholders. Note, announcements of dividend payouts are generally accompanied by a proportional increase or decrease in a company's stock price. Eaton Vance dividend payments follow a chronological order of events, and the associated dates are important to determine the shareholders who qualify for receiving the dividend payment. Eaton one year expected dividend income is about $0.97 per share.
Payment of Dividends and Other Cash Distributions is likely to drop to about (154.5 M) in 2020. Dividend Yield is likely to drop to 0.0349 in 2020.
Last ReportedProjected for 2020
Payment of Dividends and Other Cash Distributions-143.2 M-154.5 M
Dividend Yield 0.0356  0.0349 
Dividends per Basic Common Share 1.64  1.47 
Investing in dividend-paying stocks, such as Eaton Vance is one of the few strategies that are good for long-term investment. Ex-dividend dates are significant because investors in Eaton Vance must own a stock before its ex-dividend date to receive its next dividend. This type of analysis is very useful when you want to generate a past dividend schedule and payout information for Eaton Vance. Then that information in the form of graph and calendar can be used to fully explain how Du Pont dividends can provide a real clue to its valuation.

Eaton Vance Gross Profit

Eaton Vance Gross Profit growth is one of the most critical measures in evaluating the company. The Gross Profit growth rate is calculated simply by comparing Eaton Vance previous period's values with its current period's values. Each time period you're measuring should be of equal lengths the increase or decrease, in a company's Gross Profit between two periods. Here we show Eaton Vance Gross Profit growth over the last 10 years. Please check Gross Profit in more details.

Breaking it down a bit more

Institutional investors typically avoid acquiring a high percentage of Eaton Vance stocks because performing such an act may violate securities laws. They are usually not investing their own money, but rather making investments on behalf of their clients. Let's take a look at how the ownership of Eaton is distributed among investors.

Ownership Allocation

Eaton Vance holds a total of one hundred thirteen million nine hundred thirty thousand outstanding shares. The majority of Eaton Vance outstanding shares are owned by other corporate entities. These outside corporations are usually referred to as non-private investors looking to obtain positions in Eaton Vance to benefit from reduced commissions. Consequently, institutional investors are subject to a different set of regulations than regular investors in Eaton Vance. Please pay attention to any change in the institutional holdings of Eaton Vance as this could imply that something significant has changed or about to change at the company. Please note that no matter how much assets the company secures, if the real value of the firm is less than the current market value, you may not be able to make money on it.

Retail Investors
Retail Investors25.3

Asset Utilization

The asset utilization indicator refers to the revenue earned for every dollar of assets a company currently reports. Eaton Vance has an asset utilization ratio of 99.27 percent. This indicates that the company is making $0.99 for each dollar of assets. An increasing asset utilization means that Eaton Vance is more efficient with each dollar of assets it utilizes for everyday operations.

Current Assets
588 M
Assets Non Current
869 M
Current Assets588.03 Million31.33
Assets Non Current868.98 Million46.29
Goodwill364.18 Million19.4
Tax Assets55.91 Million2.98

Eaton Vance has 84 percent chance to finish below $40 next week

Semi variance is down to 6.77. It may cause a possible volatility fall. Eaton Vance currently demonstrates below-verage downside deviation. It has Information Ratio of 0.0 and Jensen Alpha of -0.04. However, we do advice investors to further question Eaton Vance expected returns to ensure all indicators are consistent with the current outlook about its relatively low value at risk.

Our Conclusion on Eaton Vance

While other entities under the asset management industry are still a bit expensive, Eaton Vance may offer a potential longer-term growth to sophisticated investors. In closing, as of the 26th of August 2020, our analysis shows that Eaton Vance responds to the market. The venture is fairly valued and projects below average probability of distress for the next 2 years. Our primary 30 days advice on the venture is Hold.

About Contributor

This story should be regarded as informational only and should not be considered a solicitation to sell or buy any financial products. Macroaxis does not express any opinion as to the present or future value of any investments referred to in this post. This post may not be reproduced without the consent of Macroaxis LLC. Macroaxis LLC and Ellen Johnson do not own shares of Eaton Vance. Please refer to our Terms of Use for any information regarding our disclosure principles.

Would you like to provide feedback on the content of this article?

You can get in touch with us directly or send us a quick note via email to