Switch to:

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 : 7/10

vs
industry
vs
history
Cash to Debt 1.36
EV's Cash to Debt is ranked lower than
52% of the 1368 Companies
in the Global Asset Management industry.

( Industry Median: 10000.00 vs. EV: 1.36 )
EV' s 10-Year Cash to Debt Range
Min: 0.29   Max: No Debt
Current: 1.36

Equity to Asset 0.36
EV's Equity to Asset is ranked lower than
61% of the 1518 Companies
in the Global Asset Management industry.

( Industry Median: 0.81 vs. EV: 0.36 )
EV' s 10-Year Equity to Asset Range
Min: 0.17   Max: 0.8
Current: 0.36

0.17
0.8
Interest Coverage 8.57
EV's Interest Coverage is ranked lower than
61% of the 1263 Companies
in the Global Asset Management industry.

( Industry Median: 2131.54 vs. EV: 8.57 )
EV' s 10-Year Interest Coverage Range
Min: 6.92   Max: 177.88
Current: 8.57

6.92
177.88
F-Score: 8
Z-Score: 5.04
M-Score: -1.98
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 (%) 35.17
EV's Operating margin (%) is ranked higher than
58% of the 1561 Companies
in the Global Asset Management industry.

( Industry Median: 49.80 vs. EV: 35.17 )
EV' s 10-Year Operating margin (%) Range
Min: 21.49   Max: 42.07
Current: 35.17

21.49
42.07
Net-margin (%) 19.55
EV's Net-margin (%) is ranked higher than
54% of the 1563 Companies
in the Global Asset Management industry.

( Industry Median: 45.26 vs. EV: 19.55 )
EV' s 10-Year Net-margin (%) Range
Min: 4.55   Max: 27.23
Current: 19.55

4.55
27.23
ROE (%) 41.65
EV's ROE (%) is ranked higher than
97% of the 1592 Companies
in the Global Asset Management industry.

( Industry Median: 7.95 vs. EV: 41.65 )
EV' s 10-Year ROE (%) Range
Min: 7.78   Max: 83.39
Current: 41.65

7.78
83.39
ROA (%) 13.11
EV's ROA (%) is ranked higher than
86% of the 1611 Companies
in the Global Asset Management industry.

( Industry Median: 4.25 vs. EV: 13.11 )
EV' s 10-Year ROA (%) Range
Min: 4.28   Max: 29.34
Current: 13.11

4.28
29.34
ROC (Joel Greenblatt) (%) 1022.25
EV's ROC (Joel Greenblatt) (%) is ranked higher than
87% of the 1064 Companies
in the Global Asset Management industry.

( Industry Median: 97.63 vs. EV: 1022.25 )
EV' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: 98.91   Max: 2068.67
Current: 1022.25

98.91
2068.67
Revenue Growth (%) 6.60
EV's Revenue Growth (%) is ranked higher than
74% of the 1003 Companies
in the Global Asset Management industry.

( Industry Median: 1.30 vs. EV: 6.60 )
EV' s 10-Year Revenue Growth (%) Range
Min: 4.4   Max: 30.7
Current: 6.6

4.4
30.7
EBITDA Growth (%) 4.50
EV's EBITDA Growth (%) is ranked higher than
72% of the 863 Companies
in the Global Asset Management industry.

( Industry Median: 1.40 vs. EV: 4.50 )
EV' s 10-Year EBITDA Growth (%) Range
Min: -4.6   Max: 33.1
Current: 4.5

-4.6
33.1
EPS Growth (%) 3.60
EV's EPS Growth (%) is ranked higher than
69% of the 864 Companies
in the Global Asset Management industry.

( Industry Median: 3.60 vs. EV: 3.60 )
EV' s 10-Year EPS Growth (%) Range
Min: -5.3   Max: 58.7
Current: 3.6

-5.3
58.7
» EV's 10-Y Financials

Financials


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

» Details

Guru Trades

Q4 2013

EV Guru Trades in Q4 2013

Paul Tudor Jones 5,838 sh (New)
Steven Cohen 8,173 sh (New)
Mario Gabelli 9,000 sh (unchged)
Columbia Wanger 3,326,000 sh (unchged)
Chuck Royce 81,000 sh (-5.04%)
Ron Baron 2,183,340 sh (-10.15%)
» More
Q1 2014

EV Guru Trades in Q1 2014

Jim Simons 107,500 sh (New)
Chuck Royce 81,000 sh (unchged)
Mario Gabelli 9,000 sh (unchged)
Steven Cohen Sold Out
Paul Tudor Jones Sold Out
Columbia Wanger 3,320,000 sh (-0.18%)
Ron Baron 1,542,426 sh (-29.35%)
» More
Q2 2014

EV Guru Trades in Q2 2014

Paul Tudor Jones 8,100 sh (New)
Mario Gabelli 9,000 sh (unchged)
Chuck Royce 81,000 sh (unchged)
Jim Simons Sold Out
Columbia Wanger 3,302,800 sh (-0.52%)
Ron Baron 1,408,910 sh (-8.66%)
» More
Q3 2014

EV Guru Trades in Q3 2014

Chuck Royce 81,000 sh (unchged)
Mario Gabelli 9,000 sh (unchged)
Columbia Wanger 3,277,800 sh (-0.76%)
Paul Tudor Jones 7,805 sh (-3.64%)
Ron Baron 1,610 sh (-99.89%)
» 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%)

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Ron Baron 2014-09-30 Reduce -99.89%0.21%$35.13 - $39.22 $ 41.7711%1610
Ron Baron 2014-03-31 Reduce -29.35%0.11%$35.78 - $42.99 $ 41.778%1542426
Meridian Funds 2013-03-31 Sold Out 0.02%$31.85 - $41.83 $ 41.7712%0
Meridian Funds 2012-12-31 New Buy0.02%$27.96 - $32.65 $ 41.7738%10740
Mario Gabelli 2012-09-30 Reduce -25%$25.64 - $29.7 $ 41.7753%9000
Ron Baron 2011-12-31 Reduce -25.63%0.15%$20.84 - $27.58 $ 41.7775%2881143
Premium More recent guru trades are included for Premium Members only!!
Premium More recent guru trades are included for USA Subscribe Members only!!
» Interactive Charts

Peter Lynch Chart ( What is Peter Lynch Charts )

Ratios

vs
industry
vs
history
P/E(ttm) 18.40
EV's P/E(ttm) is ranked higher than
69% of the 1806 Companies
in the Global Asset Management industry.

( Industry Median: 21.40 vs. EV: 18.40 )
EV' s 10-Year P/E(ttm) Range
Min: 8.84   Max: 56.64
Current: 18.4

8.84
56.64
P/B 7.40
EV's P/B is ranked lower than
53% of the 1806 Companies
in the Global Asset Management industry.

( Industry Median: 1.09 vs. EV: 7.40 )
EV' s 10-Year P/B Range
Min: 5.07   Max: 33.49
Current: 7.4

5.07
33.49
P/S 3.60
EV's P/S is ranked higher than
84% of the 1806 Companies
in the Global Asset Management industry.

( Industry Median: 8.88 vs. EV: 3.60 )
EV' s 10-Year P/S Range
Min: 1.58   Max: 6.36
Current: 3.6

1.58
6.36
PFCF 47.00
EV's PFCF is ranked higher than
89% of the 1806 Companies
in the Global Asset Management industry.

( Industry Median: 9999.00 vs. EV: 47.00 )
EV' s 10-Year PFCF Range
Min: 13.43   Max: 766.8
Current: 47

13.43
766.8
EV-to-EBIT 9.24
EV's EV-to-EBIT is ranked higher than
84% of the 1806 Companies
in the Global Asset Management industry.

( Industry Median: 22.87 vs. EV: 9.24 )
EV' s 10-Year EV-to-EBIT Range
Min: 5.1   Max: 33
Current: 9.24

5.1
33
PEG 1.32
EV's PEG is ranked higher than
93% of the 1806 Companies
in the Global Asset Management industry.

( Industry Median: 9999.00 vs. EV: 1.32 )
EV' s 10-Year PEG Range
Min: 0.8   Max: 10.9
Current: 1.32

0.8
10.9
Shiller P/E 24.80
EV's Shiller P/E is ranked higher than
82% of the 1806 Companies
in the Global Asset Management industry.

( Industry Median: 9999.00 vs. EV: 24.80 )
EV' s 10-Year Shiller P/E Range
Min: 12.21   Max: 49.16
Current: 24.8

12.21
49.16
Current Ratio 1.48
EV's Current Ratio is ranked higher than
50% of the 1051 Companies
in the Global Asset Management industry.

( Industry Median: 2.74 vs. EV: 1.48 )
EV' s 10-Year Current Ratio Range
Min: 0.63   Max: 7.89
Current: 1.48

0.63
7.89
Quick Ratio 1.48
EV's Quick Ratio is ranked higher than
52% of the 1051 Companies
in the Global Asset Management industry.

( Industry Median: 2.64 vs. EV: 1.48 )
EV' s 10-Year Quick Ratio Range
Min: 0.63   Max: 7.89
Current: 1.48

0.63
7.89

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 2.20
EV's Dividend Yield is ranked lower than
67% of the 1243 Companies
in the Global Asset Management industry.

( Industry Median: 3.52 vs. EV: 2.20 )
EV' s 10-Year Dividend Yield Range
Min: 1.01   Max: 4.35
Current: 2.2

1.01
4.35
Dividend Payout 0.38
EV's Dividend Payout is ranked higher than
80% of the 1806 Companies
in the Global Asset Management industry.

( Industry Median: 11.35 vs. EV: 0.38 )
EV' s 10-Year Dividend Payout Range
Min: 0.11   Max: 6
Current: 0.38

0.11
6
Dividend growth (3y) 7.50
EV's Dividend growth (3y) is ranked higher than
72% of the 544 Companies
in the Global Asset Management industry.

( Industry Median: 9.60 vs. EV: 7.50 )
EV' s 10-Year Dividend growth (3y) Range
Min: 6.3   Max: 37.5
Current: 7.5

6.3
37.5
Yield on cost (5-Year) 3.11
EV's Yield on cost (5-Year) is ranked lower than
60% of the 1258 Companies
in the Global Asset Management industry.

( Industry Median: 4.05 vs. EV: 3.11 )
EV' s 10-Year Yield on cost (5-Year) Range
Min: 1.43   Max: 6.16
Current: 3.11

1.43
6.16
Share Buyback Rate 0.10
EV's Share Buyback Rate is ranked higher than
75% of the 1021 Companies
in the Global Asset Management industry.

( Industry Median: -0.60 vs. EV: 0.10 )
EV' s 10-Year Share Buyback Rate Range
Min: 4.7   Max: -2.5
Current: 0.1

Valuation & Return

vs
industry
vs
history
Price/Tangible Book 13.30
EV's Price/Tangible Book is ranked higher than
53% of the 1806 Companies
in the Global Asset Management industry.

( Industry Median: 1.35 vs. EV: 13.30 )
EV' s 10-Year Price/Tangible Book Range
Min: 1.19   Max: 931.25
Current: 13.3

1.19
931.25
Price/DCF (Projected) 2.50
EV's Price/DCF (Projected) is ranked higher than
72% of the 1806 Companies
in the Global Asset Management industry.

( Industry Median: 9999.00 vs. EV: 2.50 )
EV' s 10-Year Price/DCF (Projected) Range
Min: 0.97   Max: 3.13
Current: 2.5

0.97
3.13
Price/Median PS Value 0.90
EV's Price/Median PS Value is ranked higher than
86% of the 1806 Companies
in the Global Asset Management industry.

( Industry Median: 1.56 vs. EV: 0.90 )
EV' s 10-Year Price/Median PS Value Range
Min: 0.25   Max: 1.62
Current: 0.9

0.25
1.62
Price/Peter Lynch Fair Value 1.70
EV's Price/Peter Lynch Fair Value is ranked higher than
93% of the 1806 Companies
in the Global Asset Management industry.

( Industry Median: 9999.00 vs. EV: 1.70 )
EV' s 10-Year Price/Peter Lynch Fair Value Range
Min: 0.59   Max: 14.74
Current: 1.7

0.59
14.74
Price/Graham Number 3.10
EV's Price/Graham Number is ranked higher than
65% of the 1806 Companies
in the Global Asset Management industry.

( Industry Median: 2.55 vs. EV: 3.10 )
EV' s 10-Year Price/Graham Number Range
Min: 0.68   Max: 30.28
Current: 3.1

0.68
30.28
Earnings Yield (Greenblatt) 10.80
EV's Earnings Yield (Greenblatt) is ranked higher than
81% of the 1550 Companies
in the Global Asset Management industry.

( Industry Median: 5.40 vs. EV: 10.80 )
EV' s 10-Year Earnings Yield (Greenblatt) Range
Min: 3   Max: 19.7
Current: 10.8

3
19.7
Forward Rate of Return (Yacktman) 12.94
EV's Forward Rate of Return (Yacktman) is ranked higher than
84% of the 806 Companies
in the Global Asset Management industry.

( Industry Median: 1.11 vs. EV: 12.94 )
EV' s 10-Year Forward Rate of Return (Yacktman) Range
Min: 4.9   Max: 24.8
Current: 12.94

4.9
24.8

Business Description

Industry: Asset Management » Asset Management
Compare:AMP, AMG, BEN, BLK, BK » details
Traded in other countries:EVCN.Germany
Eaton Vance Corp is incorporated in the State of Maryland. Its business is managing investment funds and providing investment management and advisory services to high-net-worth individuals and institutions. Its core strategy is to develop and sustain management expertise across investment disciplines and to offer investment products and services through multiple distribution channels. 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. Its equity strategies encompass a diversity of investment objectives, risk profiles, income levels and geographic representation. Its income investment strategies cover duration and credit quality and encompass both taxable and tax-free investments. 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. 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.
» More Articles for NYSE:EV

Headlines

Articles On GuruFocus.com
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 
Financial Sector Appears on Top, November Insider Activity Nov 29 2012 
Eight Income Stocks Bringing Joy to Their Investors Oct 22 2012 
T. Rowe Price Group Inc. (TROW) Dividend Stock Analysis Sep 28 2012 
T. Rowe Price Group (TROW) Dividend Stock Analysis May 11 2012 


More From Other Websites
Will Eaton Vance's Rising Revenues Aid Q4 Earnings Beat? Nov 21 2014
Eaton Vance Senior Income Trust Report of Earnings Nov 20 2014
Eaton Vance Limited Duration Income Fund Report of Earnings Nov 20 2014
Eaton Vance Corp. Fourth Fiscal Quarter Earnings Conference Call And Webcast Notification Nov 18 2014
BlackRock And Precidian Yank Nontransparent ETFs Nov 17 2014
BlackRock, Precidian Pull Active Non-Transparent ETF Applications Nov 17 2014
SEC to Eaton Vance: No 'ETF' for You! Nov 13 2014
Buy These 3 ETFs for Active Management Strategies Nov 12 2014
Eaton Vance (EV) Stock Lower Today After Citigroup Downgrade Nov 12 2014
Launch of Eaton Vance Global Macro Capital Opportunities Fund Nov 12 2014
Launch of Eaton Vance Bond Fund II Nov 12 2014
SEC Issues Notice of Intent to Grant Exemptive Relief to Permit Offering of Exchange-Traded Managed... Nov 12 2014
Eaton Vance Corp. Scheduled to Present at Bank of America Merrill Lynch 2014 Banking & Financial... Nov 12 2014
Distribution Dates and Amounts Announced for Certain Eaton Vance Closed-End Funds Nov 11 2014
Eaton Vance Corp. Scheduled to Present at Bank of America Merrill Lynch 2014 Banking & Financial... Nov 11 2014
Eaton Vance Short Duration Diversified Income Fund; Eaton Vance Tax-Advantaged Global Dividend... Nov 10 2014
Will ETMFs Burnish Active Management? Nov 10 2014
Eaton Vance (EV) Surges 17% as SEC Approves ETMFs Nov 10 2014
Eaton Vance (EV) Stock Is Sinking Today After Analyst Downgrade Nov 10 2014
SEC Approves NASDAQ to List Eaton Vance’s ETMFs Nov 10 2014

Personalized Checklist

Checklist has been moved to "Checklist" tab.

Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
Free 7-day Trial
FEEDBACK