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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 0.92
EV's Cash to Debt is ranked lower than
82% of the 1393 Companies
in the Global Asset Management industry.

( Industry Median: 9999.00 vs. EV: 0.92 )
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: 0.92
Equity to Asset 0.31
EV's Equity to Asset is ranked lower than
88% of the 1436 Companies
in the Global Asset Management industry.

( Industry Median: 0.85 vs. EV: 0.31 )
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: 0.31
0.17
0.8
Interest Coverage 13.09
EV's Interest Coverage is ranked lower than
71% of the 1178 Companies
in the Global Asset Management industry.

( Industry Median: 173.64 vs. EV: 13.09 )
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: 13.09
6.92
80.49
F-Score: 7
Z-Score: 4.05
M-Score: -2.83
WACC vs ROIC
11.53%
63.59%
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 : 8/10

vs
industry
vs
history
Operating margin (%) 32.64
EV's Operating margin (%) is ranked lower than
58% of the 1464 Companies
in the Global Asset Management industry.

( Industry Median: 48.55 vs. EV: 32.64 )
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: 32.64
21.49
35.84
Net-margin (%) 18.81
EV's Net-margin (%) is ranked lower than
60% of the 1470 Companies
in the Global Asset Management industry.

( Industry Median: 37.84 vs. EV: 18.81 )
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: 18.81
13.17
20.98
ROE (%) 41.56
EV's ROE (%) is ranked higher than
97% of the 1542 Companies
in the Global Asset Management industry.

( Industry Median: 3.04 vs. EV: 41.56 )
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: 41.56
30.24
83.39
ROA (%) 14.27
EV's ROA (%) is ranked higher than
91% of the 1563 Companies
in the Global Asset Management industry.

( Industry Median: 1.81 vs. EV: 14.27 )
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: 14.27
8.84
23.25
ROC (Joel Greenblatt) (%) 903.14
EV's ROC (Joel Greenblatt) (%) is ranked higher than
85% of the 921 Companies
in the Global Asset Management industry.

( Industry Median: 27.19 vs. EV: 903.14 )
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: 903.14
382.13
1610.39
Revenue Growth (3Y)(%) 4.20
EV's Revenue Growth (3Y)(%) is ranked higher than
53% of the 940 Companies
in the Global Asset Management industry.

( Industry Median: 3.00 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: 30.7
Current: 4.2
4.2
30.7
EBITDA Growth (3Y)(%) -5.00
EV's EBITDA Growth (3Y)(%) is ranked lower than
64% of the 804 Companies
in the Global Asset Management industry.

( Industry Median: 4.00 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: 7.10 Max: 33.3
Current: -5
-5
33.3
EPS Growth (3Y)(%) 2.70
EV's EPS Growth (3Y)(%) is ranked lower than
55% of the 732 Companies
in the Global Asset Management industry.

( Industry Median: 6.50 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: -5.3  Med: 10.90 Max: 58
Current: 2.7
-5.3
58
» EV's 10-Y Financials

Financials (Next Earnings Date: Est. 2016-05-20)


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

» Details

Guru Trades

Q1 2015

EV Guru Trades in Q1 2015

Joel Greenblatt 110,600 sh (New)
Columbia Wanger 4,350,425 sh (+23.86%)
Mario Gabelli 9,000 sh (+5.88%)
Chuck Royce 40,500 sh (unchged)
John Hussman 5,000 sh (unchged)
Jim Simons Sold Out
Paul Tudor Jones Sold Out
» More
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%)
John Hussman 3,800 sh (unchged)
Chuck Royce 40,500 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)
Chuck Royce 40,500 sh (unchged)
Mario Gabelli 10,000 sh (unchged)
Ray Dalio Sold Out
Joel Greenblatt 283,314 sh (-5.72%)
Columbia Wanger 2,498,593 sh (-26.54%)
» 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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Ratios

vs
industry
vs
history
P/E(ttm) 15.52
EV's P/E(ttm) is ranked lower than
51% of the 1020 Companies
in the Global Asset Management industry.

( Industry Median: 15.49 vs. EV: 15.52 )
Ranked among companies with meaningful P/E(ttm) only.
EV' s P/E(ttm) Range Over the Past 10 Years
Min: 8.84  Med: 21.73 Max: 56.64
Current: 15.52
8.84
56.64
Forward P/E 14.27
EV's Forward P/E is ranked lower than
78% of the 145 Companies
in the Global Asset Management industry.

( Industry Median: 11.14 vs. EV: 14.27 )
Ranked among companies with meaningful Forward P/E only.
N/A
PE(NRI) 15.44
EV's PE(NRI) is ranked lower than
51% of the 1026 Companies
in the Global Asset Management industry.

( Industry Median: 15.80 vs. EV: 15.44 )
Ranked among companies with meaningful PE(NRI) only.
EV' s PE(NRI) Range Over the Past 10 Years
Min: 8.87  Med: 21.46 Max: 56.49
Current: 15.44
8.87
56.49
Price/Owner Earnings (ttm) 9.98
EV's Price/Owner Earnings (ttm) is ranked higher than
55% of the 329 Companies
in the Global Asset Management industry.

( Industry Median: 11.12 vs. EV: 9.98 )
Ranked among companies with meaningful Price/Owner Earnings (ttm) only.
EV' s Price/Owner Earnings (ttm) Range Over the Past 10 Years
Min: 8.16  Med: 24.36 Max: 195.99
Current: 9.98
8.16
195.99
P/B 6.57
EV's P/B is ranked lower than
96% of the 1506 Companies
in the Global Asset Management industry.

( Industry Median: 0.96 vs. EV: 6.57 )
Ranked among companies with meaningful P/B only.
EV' s P/B Range Over the Past 10 Years
Min: 5.08  Med: 7.62 Max: 33.63
Current: 6.57
5.08
33.63
P/S 2.87
EV's P/S is ranked higher than
74% of the 1251 Companies
in the Global Asset Management industry.

( Industry Median: 6.88 vs. EV: 2.87 )
Ranked among companies with meaningful P/S only.
EV' s P/S Range Over the Past 10 Years
Min: 1.59  Med: 3.53 Max: 6.39
Current: 2.87
1.59
6.39
PFCF 10.92
EV's PFCF is ranked higher than
58% of the 242 Companies
in the Global Asset Management industry.

( Industry Median: 13.19 vs. EV: 10.92 )
Ranked among companies with meaningful PFCF only.
EV' s PFCF Range Over the Past 10 Years
Min: 8.93  Med: 25.54 Max: 672.63
Current: 10.92
8.93
672.63
POCF 10.60
EV's POCF is ranked higher than
60% of the 738 Companies
in the Global Asset Management industry.

( Industry Median: 14.75 vs. EV: 10.60 )
Ranked among companies with meaningful POCF only.
EV' s POCF Range Over the Past 10 Years
Min: 8.63  Med: 22.22 Max: 306.72
Current: 10.6
8.63
306.72
EV-to-EBIT 8.64
EV's EV-to-EBIT is ranked higher than
66% of the 986 Companies
in the Global Asset Management industry.

( Industry Median: 12.96 vs. EV: 8.64 )
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: 8.64
5.1
31.2
EV-to-EBITDA 8.29
EV's EV-to-EBITDA is ranked higher than
64% of the 991 Companies
in the Global Asset Management industry.

( Industry Median: 11.71 vs. EV: 8.29 )
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: 8.29
4.8
23.6
PEG 4.97
EV's PEG is ranked lower than
85% of the 216 Companies
in the Global Asset Management industry.

( Industry Median: 1.07 vs. EV: 4.97 )
Ranked among companies with meaningful PEG only.
EV' s PEG Range Over the Past 10 Years
Min: 0.67  Med: 2.48 Max: 49.81
Current: 4.97
0.67
49.81
Shiller P/E 20.06
EV's Shiller P/E is ranked lower than
68% of the 368 Companies
in the Global Asset Management industry.

( Industry Median: 15.22 vs. EV: 20.06 )
Ranked among companies with meaningful Shiller P/E only.
EV' s Shiller P/E Range Over the Past 10 Years
Min: 14.2  Med: 26.53 Max: 61.14
Current: 20.06
14.2
61.14
Current Ratio 1.44
EV's Current Ratio is ranked lower than
73% of the 1010 Companies
in the Global Asset Management industry.

( Industry Median: 4.00 vs. EV: 1.44 )
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: 1.44
1.09
7.89
Quick Ratio 1.44
EV's Quick Ratio is ranked lower than
71% of the 1010 Companies
in the Global Asset Management industry.

( Industry Median: 3.91 vs. EV: 1.44 )
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: 1.44
1.09
7.89
Days Sales Outstanding 45.57
EV's Days Sales Outstanding is ranked lower than
55% of the 503 Companies
in the Global Asset Management industry.

( Industry Median: 35.53 vs. EV: 45.57 )
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: 45.57
36.19
48.83

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 3.11
EV's Dividend Yield is ranked lower than
66% of the 1360 Companies
in the Global Asset Management industry.

( Industry Median: 4.33 vs. EV: 3.11 )
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: 3.11
1.01
4.35
Dividend Payout 0.47
EV's Dividend Payout is ranked higher than
68% of the 770 Companies
in the Global Asset Management industry.

( Industry Median: 0.66 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
71% of the 615 Companies
in the Global Asset Management industry.

( Industry Median: 1.70 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 3.18
EV's Forward Dividend Yield is ranked lower than
66% of the 1224 Companies
in the Global Asset Management industry.

( Industry Median: 4.77 vs. EV: 3.18 )
Ranked among companies with meaningful Forward Dividend Yield only.
N/A
Yield on cost (5-Year) 4.70
EV's Yield on cost (5-Year) is ranked lower than
53% of the 1600 Companies
in the Global Asset Management industry.

( Industry Median: 4.91 vs. EV: 4.70 )
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: 4.7
1.53
6.57
3-Year Average Share Buyback Ratio -0.90
EV's 3-Year Average Share Buyback Ratio is ranked higher than
50% of the 905 Companies
in the Global Asset Management industry.

( Industry Median: -0.90 vs. EV: -0.90 )
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: -2.5  Med: 1.30 Max: 4.7
Current: -0.9
-2.5
4.7

Valuation & Return

vs
industry
vs
history
Price/Tangible Book 12.88
EV's Price/Tangible Book is ranked lower than
97% of the 1450 Companies
in the Global Asset Management industry.

( Industry Median: 0.97 vs. EV: 12.88 )
Ranked among companies with meaningful Price/Tangible Book only.
EV' s Price/Tangible Book Range Over the Past 10 Years
Min: 1.45  Med: 10.10 Max: 955.13
Current: 12.88
1.45
955.13
Price/Projected FCF 2.05
EV's Price/Projected FCF is ranked lower than
80% of the 285 Companies
in the Global Asset Management industry.

( Industry Median: 1.09 vs. EV: 2.05 )
Ranked among companies with meaningful Price/Projected FCF only.
EV' s Price/Projected FCF Range Over the Past 10 Years
Min: 0.98  Med: 2.11 Max: 3.65
Current: 2.05
0.98
3.65
Price/DCF (Earnings Based) 1.22
EV's Price/DCF (Earnings Based) is ranked lower than
63% of the 19 Companies
in the Global Asset Management industry.

( Industry Median: 0.93 vs. EV: 1.22 )
Ranked among companies with meaningful Price/DCF (Earnings Based) only.
N/A
Price/Median PS Value 0.81
EV's Price/Median PS Value is ranked higher than
71% of the 837 Companies
in the Global Asset Management industry.

( Industry Median: 1.02 vs. EV: 0.81 )
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: 0.81
0.52
1.77
Price/Graham Number 2.97
EV's Price/Graham Number is ranked lower than
92% of the 856 Companies
in the Global Asset Management industry.

( Industry Median: 0.94 vs. EV: 2.97 )
Ranked among companies with meaningful Price/Graham Number only.
EV' s Price/Graham Number Range Over the Past 10 Years
Min: 0.72  Med: 3.19 Max: 32.39
Current: 2.97
0.72
32.39
Earnings Yield (Greenblatt) (%) 11.55
EV's Earnings Yield (Greenblatt) (%) is ranked higher than
76% of the 1431 Companies
in the Global Asset Management industry.

( Industry Median: 4.30 vs. EV: 11.55 )
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: 11.55
3.2
19.5
Forward Rate of Return (Yacktman) (%) 5.76
EV's Forward Rate of Return (Yacktman) (%) is ranked lower than
51% of the 376 Companies
in the Global Asset Management industry.

( Industry Median: 6.23 vs. EV: 5.76 )
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: -0.7  Med: 12.05 Max: 22.3
Current: 5.76
-0.7
22.3

More Statistics

Revenue(Mil) $1380
EPS $ 2.16
Beta1.55
Short Percentage of Float7.78%
52-Week Range $26.44 - 43.00
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

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 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.
» More Articles for EV

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