Eaton Stock Analysis

EVG -  USA Stock  

USD 13.13  0.11  0.84%

The small dip in market price for the last few months could raise concerns from shareholders as the firm it trading at a share price of 13.13 on 93,900 in volume. The company directors and management did not add much value to Eaton Vance investors in December. However, diversifying your holdings with Eaton Vance Short or similar stocks can still protect your portfolio during high-volatility market scenarios. The stock standard deviation of daily returns for 90 days investing horizon is currently 0.64. The very small Stock volatility is a good signal to shareholders with longer-term investment horizons.
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Eaton Stock Analysis 

 
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The Eaton Vance stock analysis report makes it easy to digest most publicly released information about Eaton Vance and get updates on important government artifacts, including earning estimates, SEC corporate filings, and announcements. Eaton Stock analysis module also helps to analyze the Eaton Vance price relationship with some important fundamental indicators such as market cap and management efficiency.

Eaton Stock Analysis Notes

About 32.0% of the company shares are held by institutions such as insurance companies. The company has price-to-book (P/B) ratio of 0.99. Some equities with similar Price to Book (P/B) outperform the market in the long run. Eaton Vance Short next dividend is scheduled to be issued on the 23rd of December 2021. The entity had a split on the 27th of December 2019. Eaton Vance Short Duration Diversified Income Fund is a closed ended fixed income mutual fund launched and managed by Eaton Vance Management. Eaton Vance Short Duration Diversified Income Fund was formed on February 28, 2005 and is domiciled in the United States. Eaton Vance operates under Asset Management classification in the United States and is traded on New York Stock Exchange. To learn more about Eaton Vance Short call the company at (44) 20 7071 4300 or check out www.evgplc.com.

Eaton Vance Short Investment Alerts

Many investors view ongoing market volatility as an opportunity to purchase more stocks at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. Eaton Vance's investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding Eaton Vance Short or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
Eaton Vance Short generated a negative expected return over the last 90 days
The company has 43 M in debt with debt to equity (D/E) ratio of 0.24, which may show that the company is not taking advantage of profits from borrowing. Eaton Vance Short has a current ratio of 0.21, suggesting that it has not enough short term capital to pay financial commitments when the payables are due.
Eaton Vance Short has a frail financial position based on the latest SEC disclosures

Eaton Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Eaton Vance is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Eaton Vance Short backward and forwards among themselves. Eaton Vance's institutional investor refers to the entity that pools money to purchase Eaton Vance's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Security TypeSharesValue
Capital Investment Advisors LlcFund Units21.2 K281 K
Note, although Eaton Vance's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Eaton Market Capitalization

The company currently falls under 'Small-Cap' category with total capitalization of 176.25 M. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Eaton Vance's market, we take the total number of its shares issued and multiply it by Eaton Vance's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and these looking for more risk prefer small-cap and mid-cap equities.

Eaton Profitablity

Eaton Vance's profitability indicators refer to fundamental financial ratios that showcase Eaton Vance's ability to generate income relative to its revenue or operating costs. If, let's say, Eaton Vance is currently losing money, the management's focus should be on how to reverse that trend. However, when revenue exceeds expenses, Eaton Vance's executives or investors may be in less hurry to break that information down - which is where profitability analysis comes into play. Gaining a greater understanding of Eaton Vance's profitability requires more research than a typical breakdown of Eaton Vance's financial statements. By doing a profitability analysis, companies can identify areas needing attention, and investors can make a profitable trade.
The company has Net Profit Margin of 126.94 %, which may imply that it executes well on its competitive polices and has reasonable control over its expenses and variable costs. This is very large. In the same way, it shows Net Operating Margin of 80.12 %, which entails that for every 100 dollars of revenue, it generated 0.8 of operating income.
Last ReportedProjected for 2022
Return on Investment 0.14  0.14 
Return on Average Assets(0.81) (0.87) 
Return on Average Equity(1.43) (1.54) 
Return on Invested Capital 0.15  0.15 
Return on Sales(0.0366) (0.0376) 

Management Efficiency

The entity has Return on Asset of 2.9 % which means that on every $100 spent on asset, it made $2.9 of profit. This is way below average. In the same way, it shows return on shareholders equity (ROE) of 9.55 %, implying that it generated $9.55 on every 100 dollars invested. Eaton Vance management efficiency ratios could be used to measure how well eaton vance short manages its routine affairs as well as how well it operates its assets and liabilities. As of January 23, 2022, Return on Average Assets is expected to decline to -0.87. In addition to that, Return on Average Equity is expected to decline to -1.54. Eaton Vance Tangible Assets Book Value per Share are projected to drop slightly based on the last few years of reporting. The past year's Tangible Assets Book Value per Share were at 14.31. The current year Average Assets is expected to grow to about 649.4 M, whereas Current Assets are forecasted to decline to about 173.3 M.
Last ReportedProjected for 2022
Book Value per Share 7.34  8.05 
Enterprise Value over EBIT(216.97) (222.68) 
Enterprise Value over EBITDA 77.32  83.42 
Price to Book Value 2.50  2.60 
Tangible Assets Book Value per Share 14.31  15.77 
Enterprise Value1.3 B1.3 B
Tangible Asset Value546.1 M624.8 M

Technical Drivers

As of the 23rd of January, Eaton Vance shows the mean deviation of 0.4554, and Coefficient Of Variation of (2,876). Eaton Vance Short 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. Put another way, you can use this information to find out if the firm will indeed mirror its model of historical prices and volume momentum, or the prices will eventually revert. We were able to interpolate and analyze data for nineteen technical drivers for Eaton Vance Short, which can be compared to its rivals. Please confirm Eaton Vance Short variance, maximum drawdown, as well as the relationship between the Maximum Drawdown and semi variance to decide if Eaton Vance Short is priced favorably, providing market reflects its regular price of 13.13 per share. Given that Eaton Vance has jensen alpha of (0.022384), we urge you to verify Eaton Vance Short's prevailing market performance to make sure the company can sustain itself at a future point.

Eaton Vance Short Price Movement Analysis

Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Exponential Moving Average is calculated by weighting recent values of Eaton Vance Short more heavily than older values. View also all equity analysis or get more info about exponential moving average overlap studies indicator.

Eaton Vance Short 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.

Eaton Vance Predictive Daily 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 Forecast Models

Eaton Vance time-series forecasting models is one of many Eaton Vance's stock analysis techniquest aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Eaton Vance's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the stock market movement and maximize returns from investment trading.

About Eaton Stock Analysis

Stock analysis is the technique used by a trader or investor to examine and evaluate how Eaton Vance stock is reacting to, or reflecting on a current stock market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Eaton shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas, a specific sector, or an individual stock such as Eaton Vance. By using and applying Eaton Stock analysis, traders can create a robust methodology for identifying Eaton entry and exit points for their positions.
Last ReportedProjected for 2022
Operating Margin 0.16  0.16 
EBITDA Margin 1.89  1.88 
Gross Margin 0.62  0.65 
Profit Margin(1.73) (1.86) 
Eaton Vance Short Duration Diversified Income Fund is a closed ended fixed income mutual fund launched and managed by Eaton Vance Management. The fund invests in fixed income markets of the United States. It primarily invests in senior, secured floating-rate loans, bank deposits denominated in foreign currencies, debt obligations of foreign governmental and corporate issuers, and mortgage-backed securities. The fund invests in fixed income securities operating across diversified sectors. It invests in fixed income securities with an average duration of 1.76 years and an average credit quality of least BBB. The fund benchmarks the performance of its portfolio against the SPLSTA Leveraged Loan Index. It was formerly known as Eaton Vance Low Duration Diversified Income Fund. Eaton Vance Short Duration Diversified Income Fund was formed on February 28, 2005 and is domiciled in the United States.

Be your own money manager

As an investor, your ultimate goal is to build wealth. Optimizing your investment portfolio is an essential element in this goal. Using our stock analysis tools, you can find out how much better you can do when adding Eaton Vance to your portfolios without increasing risk or reducing expected return.

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Analyst Recommendations

Analyst recommendations and target price estimates broken down by several categories
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Continue to Investing Opportunities. Note that the Eaton Vance Short information on this page should be used as a complementary analysis to other Eaton Vance's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Correlation Analysis module to reduce portfolio risk simply by holding instruments which are not perfectly correlated.

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When running Eaton Vance Short 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 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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Is Eaton Vance's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Eaton Vance. If investors know Eaton will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Eaton Vance listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
The market value of Eaton Vance Short is measured differently than its book value, which is the value of Eaton that is recorded on the company's balance sheet. Investors also form their own opinion of Eaton Vance's value that differs from its market value or its book value, called intrinsic value, which is Eaton Vance's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Eaton Vance's market value can be influenced by many factors that don't directly affect Eaton Vance's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Eaton Vance's value and its price as these two are different measures arrived at by different means. Investors typically determine Eaton Vance value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Eaton Vance's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.