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Also traded in: Germany

GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 8/10

vs
industry
vs
history
Cash to Debt 0.94
EV's Cash to Debt is ranked lower than
82% of the 1412 Companies
in the Global Asset Management industry.

( Industry Median: 9999.00 vs. EV: 0.94 )
Ranked among companies with meaningful Cash to Debt only.
EV' s Cash to Debt Range Over the Past 10 Years
Min: 0.4  Med: 1.14 Max: No Debt
Current: 0.94
Equity to Asset 0.32
EV's Equity to Asset is ranked lower than
88% of the 1446 Companies
in the Global Asset Management industry.

( Industry Median: 0.85 vs. EV: 0.32 )
Ranked among companies with meaningful Equity to Asset only.
EV' s Equity to Asset Range Over the Past 10 Years
Min: 0.17  Med: 0.54 Max: 0.8
Current: 0.32
0.17
0.8
Interest Coverage 11.56
EV's Interest Coverage is ranked lower than
70% of the 1135 Companies
in the Global Asset Management industry.

( Industry Median: 95.10 vs. EV: 11.56 )
Ranked among companies with meaningful Interest Coverage only.
EV' s Interest Coverage Range Over the Past 10 Years
Min: 6.92  Med: 10.66 Max: 80.49
Current: 11.56
6.92
80.49
F-Score: 8
Z-Score: 4.52
M-Score: -2.81
WACC vs ROIC
11.61%
43.87%
WACC
ROIC
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 9/10

vs
industry
vs
history
Operating margin (%) 31.37
EV's Operating margin (%) is ranked lower than
58% of the 1470 Companies
in the Global Asset Management industry.

( Industry Median: 48.09 vs. EV: 31.37 )
Ranked among companies with meaningful Operating margin (%) only.
EV' s Operating margin (%) Range Over the Past 10 Years
Min: 21.49  Med: 32.00 Max: 35.84
Current: 31.37
21.49
35.84
Net-margin (%) 18.07
EV's Net-margin (%) is ranked lower than
60% of the 1476 Companies
in the Global Asset Management industry.

( Industry Median: 38.00 vs. EV: 18.07 )
Ranked among companies with meaningful Net-margin (%) only.
EV' s Net-margin (%) Range Over the Past 10 Years
Min: 13.17  Med: 16.62 Max: 20.98
Current: 18.07
13.17
20.98
ROE (%) 39.05
EV's ROE (%) is ranked higher than
98% of the 1554 Companies
in the Global Asset Management industry.

( Industry Median: 2.91 vs. EV: 39.05 )
Ranked among companies with meaningful ROE (%) only.
EV' s ROE (%) Range Over the Past 10 Years
Min: 30.24  Med: 42.65 Max: 83.39
Current: 39.05
30.24
83.39
ROA (%) 13.09
EV's ROA (%) is ranked higher than
91% of the 1576 Companies
in the Global Asset Management industry.

( Industry Median: 1.74 vs. EV: 13.09 )
Ranked among companies with meaningful ROA (%) only.
EV' s ROA (%) Range Over the Past 10 Years
Min: 8.84  Med: 14.09 Max: 23.25
Current: 13.09
8.84
23.25
ROC (Joel Greenblatt) (%) 273.13
EV's ROC (Joel Greenblatt) (%) is ranked higher than
85% of the 927 Companies
in the Global Asset Management industry.

( Industry Median: 27.10 vs. EV: 273.13 )
Ranked among companies with meaningful ROC (Joel Greenblatt) (%) only.
EV' s ROC (Joel Greenblatt) (%) Range Over the Past 10 Years
Min: 382.13  Med: 842.86 Max: 1610.39
Current: 273.13
382.13
1610.39
Revenue Growth (3Y)(%) 4.20
EV's Revenue Growth (3Y)(%) is ranked higher than
54% of the 963 Companies
in the Global Asset Management industry.

( Industry Median: 2.40 vs. EV: 4.20 )
Ranked among companies with meaningful Revenue Growth (3Y)(%) only.
EV' s Revenue Growth (3Y)(%) Range Over the Past 10 Years
Min: 4.2  Med: 12.50 Max: 30.8
Current: 4.2
4.2
30.8
EBITDA Growth (3Y)(%) -5.00
EV's EBITDA Growth (3Y)(%) is ranked lower than
64% of the 824 Companies
in the Global Asset Management industry.

( Industry Median: 4.40 vs. EV: -5.00 )
Ranked among companies with meaningful EBITDA Growth (3Y)(%) only.
EV' s EBITDA Growth (3Y)(%) Range Over the Past 10 Years
Min: -5  Med: 6.60 Max: 35.1
Current: -5
-5
35.1
EPS Growth (3Y)(%) 2.70
EV's EPS Growth (3Y)(%) is ranked lower than
55% of the 744 Companies
in the Global Asset Management industry.

( Industry Median: 6.30 vs. EV: 2.70 )
Ranked among companies with meaningful EPS Growth (3Y)(%) only.
EV' s EPS Growth (3Y)(%) Range Over the Past 10 Years
Min: -3  Med: 10.30 Max: 58
Current: 2.7
-3
58
» EV's 10-Y Financials

Financials (Next Earnings Date: Est. 2016-08-19)


Revenue & Net Income
Cash & Debt
Oprt. Cash Flow & Free Cash Flow
Oprt. Cash Flow & Net Income

» Details

Guru Trades

Q2 2015

EV Guru Trades in Q2 2015

Joel Greenblatt 143,046 sh (+29.34%)
Mario Gabelli 9,500 sh (+5.56%)
Chuck Royce 40,500 sh (unchged)
Columbia Wanger 3,758,143 sh (-13.61%)
John Hussman 3,800 sh (-24.00%)
» More
Q3 2015

EV Guru Trades in Q3 2015

Ray Dalio 9,210 sh (New)
Joel Greenblatt 300,487 sh (+110.06%)
Mario Gabelli 10,000 sh (+5.26%)
Chuck Royce 40,500 sh (unchged)
John Hussman 3,800 sh (unchged)
Columbia Wanger 3,401,291 sh (-9.50%)
» More
Q4 2015

EV Guru Trades in Q4 2015

John Hussman 3,800 sh (unchged)
Mario Gabelli 10,000 sh (unchged)
Chuck Royce 40,500 sh (unchged)
Ray Dalio Sold Out
Joel Greenblatt 283,314 sh (-5.72%)
Columbia Wanger 2,498,593 sh (-26.54%)
» More
Q1 2016

EV Guru Trades in Q1 2016

David Dreman 272 sh (New)
Columbia Wanger 2,518,593 sh (+0.80%)
Mario Gabelli 10,000 sh (unchged)
John Hussman Sold Out
Chuck Royce Sold Out
Joel Greenblatt 23,814 sh (-91.59%)
» More
» Details

Insider Trades

Latest Guru Trades with EV

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)

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Business Description

Industry: Asset Management » Asset Management
Compare:NYSE:BLK, NYSE:BK, NYSE:BX, OSTO:INVE B, NYSE:STT, NYSE:BEN » details
Traded in other countries:EVCN.Germany,
Eaton Vance Corp along with its subsidiaries is engaged in managing investment funds & providing investment management and advisory services to high-net-worth individuals and institutions in the United States, Europe and other international markets.

Eaton Vance Corp was formed on April 30, 1979. Its business is managing investment funds and providing investment management and advisory services to high-net-worth individuals and institutions. Through its subsidiaries, the Company manages active equity, income and alternative strategies across the investment styles and asset classes, including U.S. and global equities, floating-rate bank loans, municipal bonds, global income, high-yield and investment grade bonds. Its investment capabilities supports products and services offered to fund shareholders, retail managed account investors, institutional investors and high-net-worth clients. The Company markets and distributes shares of Eaton Vance funds domestically through EVD. EVD sells fund shares through a network of financial intermediaries, including national and regional broker/dealers, banks, registered investment advisors, insurance companies and financial planning firms. In the retail fund channel, it competes with other mutual fund management, distribution and service companies that distribute investment products through affiliated and unaffiliated sales forces, broker/dealers and direct sales to the public. It also offers a range of alternative investment strategies, including currency and commodity-based investments and a spectrum of absolute return strategies. The Company is subject to federal securities laws, state laws regarding securities fraud, other federal and state laws and rules, and regulations of certain regulatory, self-regulatory and other organizations, including, among others, the SEC, FINRA, the FSA and the New York Stock Exchange.

Ratios

vs
industry
vs
history
P/E(ttm) 17.77
EV's P/E(ttm) is ranked lower than
51% of the 1042 Companies
in the Global Asset Management industry.

( Industry Median: 16.01 vs. EV: 17.77 )
Ranked among companies with meaningful P/E(ttm) only.
EV' s P/E(ttm) Range Over the Past 10 Years
Min: 8.84  Med: 21.68 Max: 56.64
Current: 17.77
8.84
56.64
Forward P/E 16.26
EV's Forward P/E is ranked lower than
81% of the 146 Companies
in the Global Asset Management industry.

( Industry Median: 10.82 vs. EV: 16.26 )
Ranked among companies with meaningful Forward P/E only.
N/A
PE(NRI) 17.68
EV's PE(NRI) is ranked higher than
50% of the 1028 Companies
in the Global Asset Management industry.

( Industry Median: 16.01 vs. EV: 17.68 )
Ranked among companies with meaningful PE(NRI) only.
EV' s PE(NRI) Range Over the Past 10 Years
Min: 8.87  Med: 21.42 Max: 56.49
Current: 17.68
8.87
56.49
Price/Owner Earnings (ttm) 13.34
EV's Price/Owner Earnings (ttm) is ranked higher than
52% of the 343 Companies
in the Global Asset Management industry.

( Industry Median: 10.66 vs. EV: 13.34 )
Ranked among companies with meaningful Price/Owner Earnings (ttm) only.
EV' s Price/Owner Earnings (ttm) Range Over the Past 10 Years
Min: 9.99  Med: 26.48 Max: 653.59
Current: 13.34
9.99
653.59
P/B 6.87
EV's P/B is ranked lower than
96% of the 1549 Companies
in the Global Asset Management industry.

( Industry Median: 0.95 vs. EV: 6.87 )
Ranked among companies with meaningful P/B only.
EV' s P/B Range Over the Past 10 Years
Min: 5.08  Med: 7.61 Max: 33.63
Current: 6.87
5.08
33.63
P/S 3.12
EV's P/S is ranked higher than
73% of the 1286 Companies
in the Global Asset Management industry.

( Industry Median: 6.86 vs. EV: 3.12 )
Ranked among companies with meaningful P/S only.
EV' s P/S Range Over the Past 10 Years
Min: 1.59  Med: 3.52 Max: 6.39
Current: 3.12
1.59
6.39
PFCF 11.94
EV's PFCF is ranked higher than
56% of the 259 Companies
in the Global Asset Management industry.

( Industry Median: 13.11 vs. EV: 11.94 )
Ranked among companies with meaningful PFCF only.
EV' s PFCF Range Over the Past 10 Years
Min: 8.93  Med: 25.40 Max: 672.63
Current: 11.94
8.93
672.63
POCF 11.53
EV's POCF is ranked higher than
58% of the 773 Companies
in the Global Asset Management industry.

( Industry Median: 13.89 vs. EV: 11.53 )
Ranked among companies with meaningful POCF only.
EV' s POCF Range Over the Past 10 Years
Min: 8.63  Med: 22.20 Max: 306.72
Current: 11.53
8.63
306.72
EV-to-EBIT 10.70
EV's EV-to-EBIT is ranked higher than
65% of the 1008 Companies
in the Global Asset Management industry.

( Industry Median: 13.14 vs. EV: 10.70 )
Ranked among companies with meaningful EV-to-EBIT only.
EV' s EV-to-EBIT Range Over the Past 10 Years
Min: 5.1  Med: 11.00 Max: 31.2
Current: 10.7
5.1
31.2
EV-to-EBITDA 10.34
EV's EV-to-EBITDA is ranked higher than
63% of the 1013 Companies
in the Global Asset Management industry.

( Industry Median: 12.07 vs. EV: 10.34 )
Ranked among companies with meaningful EV-to-EBITDA only.
EV' s EV-to-EBITDA Range Over the Past 10 Years
Min: 4.8  Med: 10.20 Max: 23.6
Current: 10.34
4.8
23.6
PEG 5.25
EV's PEG is ranked lower than
84% of the 223 Companies
in the Global Asset Management industry.

( Industry Median: 1.10 vs. EV: 5.25 )
Ranked among companies with meaningful PEG only.
EV' s PEG Range Over the Past 10 Years
Min: 0.7  Med: 2.53 Max: 61.67
Current: 5.25
0.7
61.67
Shiller P/E 21.80
EV's Shiller P/E is ranked lower than
69% of the 376 Companies
in the Global Asset Management industry.

( Industry Median: 14.89 vs. EV: 21.80 )
Ranked among companies with meaningful Shiller P/E only.
EV' s Shiller P/E Range Over the Past 10 Years
Min: 14.06  Med: 26.36 Max: 61.14
Current: 21.8
14.06
61.14
Current Ratio 6.57
EV's Current Ratio is ranked lower than
72% of the 944 Companies
in the Global Asset Management industry.

( Industry Median: 3.67 vs. EV: 6.57 )
Ranked among companies with meaningful Current Ratio only.
EV' s Current Ratio Range Over the Past 10 Years
Min: 1.09  Med: 2.69 Max: 7.89
Current: 6.57
1.09
7.89
Quick Ratio 6.57
EV's Quick Ratio is ranked lower than
69% of the 944 Companies
in the Global Asset Management industry.

( Industry Median: 3.54 vs. EV: 6.57 )
Ranked among companies with meaningful Quick Ratio only.
EV' s Quick Ratio Range Over the Past 10 Years
Min: 1.09  Med: 2.69 Max: 7.89
Current: 6.57
1.09
7.89
Days Sales Outstanding 45.73
EV's Days Sales Outstanding is ranked lower than
53% of the 498 Companies
in the Global Asset Management industry.

( Industry Median: 39.05 vs. EV: 45.73 )
Ranked among companies with meaningful Days Sales Outstanding only.
EV' s Days Sales Outstanding Range Over the Past 10 Years
Min: 36.19  Med: 41.22 Max: 48.83
Current: 45.73
36.19
48.83

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 2.86
EV's Dividend Yield is ranked lower than
67% of the 1411 Companies
in the Global Asset Management industry.

( Industry Median: 4.31 vs. EV: 2.86 )
Ranked among companies with meaningful Dividend Yield only.
EV' s Dividend Yield Range Over the Past 10 Years
Min: 1.01  Med: 2.16 Max: 4.35
Current: 2.86
1.01
4.35
Dividend Payout 0.47
EV's Dividend Payout is ranked higher than
70% of the 758 Companies
in the Global Asset Management industry.

( Industry Median: 0.67 vs. EV: 0.47 )
Ranked among companies with meaningful Dividend Payout only.
EV' s Dividend Payout Range Over the Past 10 Years
Min: 0.11  Med: 0.35 Max: 6
Current: 0.47
0.11
6
Dividend Growth (3y) 9.60
EV's Dividend Growth (3y) is ranked higher than
70% of the 626 Companies
in the Global Asset Management industry.

( Industry Median: 1.80 vs. EV: 9.60 )
Ranked among companies with meaningful Dividend Growth (3y) only.
EV' s Dividend Growth (3y) Range Over the Past 10 Years
Min: 6.3  Med: 21.10 Max: 37.5
Current: 9.6
6.3
37.5
Forward Dividend Yield 2.90
EV's Forward Dividend Yield is ranked lower than
71% of the 1290 Companies
in the Global Asset Management industry.

( Industry Median: 4.79 vs. EV: 2.90 )
Ranked among companies with meaningful Forward Dividend Yield only.
N/A
Yield on cost (5-Year) 4.34
EV's Yield on cost (5-Year) is ranked lower than
54% of the 1614 Companies
in the Global Asset Management industry.

( Industry Median: 5.03 vs. EV: 4.34 )
Ranked among companies with meaningful Yield on cost (5-Year) only.
EV' s Yield on cost (5-Year) Range Over the Past 10 Years
Min: 1.53  Med: 3.26 Max: 6.57
Current: 4.34
1.53
6.57
3-Year Average Share Buyback Ratio 0.10
EV's 3-Year Average Share Buyback Ratio is ranked higher than
66% of the 872 Companies
in the Global Asset Management industry.

( Industry Median: -1.30 vs. EV: 0.10 )
Ranked among companies with meaningful 3-Year Average Share Buyback Ratio only.
EV' s 3-Year Average Share Buyback Ratio Range Over the Past 10 Years
Min: -0.9  Med: 0.80 Max: 4
Current: 0.1
-0.9
4

Valuation & Return

vs
industry
vs
history
Price/Tangible Book 13.39
EV's Price/Tangible Book is ranked lower than
97% of the 1493 Companies
in the Global Asset Management industry.

( Industry Median: 0.95 vs. EV: 13.39 )
Ranked among companies with meaningful Price/Tangible Book only.
EV' s Price/Tangible Book Range Over the Past 10 Years
Min: 1.66  Med: 10.19 Max: 955.13
Current: 13.39
1.66
955.13
Price/Projected FCF 2.23
EV's Price/Projected FCF is ranked lower than
80% of the 310 Companies
in the Global Asset Management industry.

( Industry Median: 1.04 vs. EV: 2.23 )
Ranked among companies with meaningful Price/Projected FCF only.
EV' s Price/Projected FCF Range Over the Past 10 Years
Min: 1  Med: 2.08 Max: 3.65
Current: 2.23
1
3.65
Price/DCF (Earnings Based) 1.44
EV's Price/DCF (Earnings Based) is ranked lower than
72% of the 18 Companies
in the Global Asset Management industry.

( Industry Median: 0.95 vs. EV: 1.44 )
Ranked among companies with meaningful Price/DCF (Earnings Based) only.
N/A
Price/Median PS Value 0.88
EV's Price/Median PS Value is ranked higher than
68% of the 921 Companies
in the Global Asset Management industry.

( Industry Median: 1.00 vs. EV: 0.88 )
Ranked among companies with meaningful Price/Median PS Value only.
EV' s Price/Median PS Value Range Over the Past 10 Years
Min: 0.52  Med: 1.07 Max: 1.77
Current: 0.88
0.52
1.77
Price/Graham Number 3.24
EV's Price/Graham Number is ranked lower than
93% of the 896 Companies
in the Global Asset Management industry.

( Industry Median: 0.93 vs. EV: 3.24 )
Ranked among companies with meaningful Price/Graham Number only.
EV' s Price/Graham Number Range Over the Past 10 Years
Min: 0.82  Med: 3.22 Max: 32.39
Current: 3.24
0.82
32.39
Earnings Yield (Greenblatt) (%) 9.30
EV's Earnings Yield (Greenblatt) (%) is ranked higher than
76% of the 1472 Companies
in the Global Asset Management industry.

( Industry Median: 4.20 vs. EV: 9.30 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) (%) only.
EV' s Earnings Yield (Greenblatt) (%) Range Over the Past 10 Years
Min: 3.2  Med: 9.10 Max: 19.5
Current: 9.3
3.2
19.5
Forward Rate of Return (Yacktman) (%) 5.48
EV's Forward Rate of Return (Yacktman) (%) is ranked lower than
51% of the 383 Companies
in the Global Asset Management industry.

( Industry Median: 6.18 vs. EV: 5.48 )
Ranked among companies with meaningful Forward Rate of Return (Yacktman) (%) only.
EV' s Forward Rate of Return (Yacktman) (%) Range Over the Past 10 Years
Min: -0.5  Med: 11.80 Max: 21.8
Current: 5.48
-0.5
21.8

More Statistics

Revenue (TTM) (Mil) $1,352
EPS (TTM) $ 2.06
Beta1.55
Short Percentage of Float7.33%
52-Week Range $26.44 - 41.68
Shares Outstanding (Mil)115.17

Analyst Estimate

Oct16 Oct17
Revenue (Mil $) 1,373 1,406
EPS ($) 2.12 2.34
EPS without NRI ($) 2.12 2.34
EPS Growth Rate
(3Y to 5Y Estimate)
11.08%
» More Articles for EV

Headlines

Articles On GuruFocus.com
Eaton Vance: 4 Reasons to Take a Good Look Feb 13 2016 
10 Dividend Growth Stocks for Your Retirement Portfolios - Part 2 Aug 11 2015 
The Cheapest Dividend Growers From The MidCap 400 Dividend Aristocrats Index Feb 08 2015 
6 Dividend Champs With Double-Digit EPS Growth Prospects Jan 10 2015 
Weekly CEO Sells Highlight: VF Corp, Infinera Corp, Eaton Vance Corp, and Envision Healthcare Holdin Nov 02 2014 
T. Rowe Price Group Inc.: A Strong Contender Within Its Industry Oct 01 2014 
T. Rowe Price Group Inc. (TROW) Dividend Stock Analysis May 02 2014 
T. Rowe Price Group Inc. (TROW) Dividend Stock Analysis Nov 08 2013 
13 Companies Creating Real Wealth with Higher Cash Dividends Oct 21 2013 
T. Rowe Price Group Inc. (TROW) Dividend Stock Analysis May 17 2013 

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