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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 1.38
EV's Cash to Debt is ranked lower than
78% of the 1185 Companies
in the Global Asset Management industry.

( Industry Median: 9999.00 vs. EV: 1.38 )
Ranked among companies with meaningful Cash to Debt only.
EV' s 10-Year Cash to Debt Range
Min: 0.4  Med: 1.13 Max: No Debt
Current: 1.38
Equity to Asset 0.36
EV's Equity to Asset is ranked lower than
87% of the 1232 Companies
in the Global Asset Management industry.

( Industry Median: 0.86 vs. EV: 0.36 )
Ranked among companies with meaningful Equity to Asset only.
EV' s 10-Year Equity to Asset Range
Min: 0.17  Med: 0.54 Max: 0.8
Current: 0.36
0.17
0.8
Interest Coverage 11.62
EV's Interest Coverage is ranked lower than
82% of the 1107 Companies
in the Global Asset Management industry.

( Industry Median: 10000.00 vs. EV: 11.62 )
Ranked among companies with meaningful Interest Coverage only.
EV' s 10-Year Interest Coverage Range
Min: 6.92  Med: 17.85 Max: 158.88
Current: 11.62
6.92
158.88
F-Score: 5
Z-Score: 5.27
M-Score: -2.51
WACC vs ROIC
13.10%
57.62%
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 (%) 30.72
EV's Operating margin (%) is ranked lower than
59% of the 1336 Companies
in the Global Asset Management industry.

( Industry Median: 49.75 vs. EV: 30.72 )
Ranked among companies with meaningful Operating margin (%) only.
EV' s 10-Year Operating margin (%) Range
Min: 21.49  Med: 31.35 Max: 42.07
Current: 30.72
21.49
42.07
Net-margin (%) 17.85
EV's Net-margin (%) is ranked lower than
65% of the 1343 Companies
in the Global Asset Management industry.

( Industry Median: 45.78 vs. EV: 17.85 )
Ranked among companies with meaningful Net-margin (%) only.
EV' s 10-Year Net-margin (%) Range
Min: 4.55  Med: 18.27 Max: 27.23
Current: 17.85
4.55
27.23
ROE (%) 39.66
EV's ROE (%) is ranked higher than
96% of the 1380 Companies
in the Global Asset Management industry.

( Industry Median: 6.14 vs. EV: 39.66 )
Ranked among companies with meaningful ROE (%) only.
EV' s 10-Year ROE (%) Range
Min: 7.78  Med: 35.95 Max: 83.39
Current: 39.66
7.78
83.39
ROA (%) 13.63
EV's ROA (%) is ranked higher than
85% of the 1399 Companies
in the Global Asset Management industry.

( Industry Median: 3.70 vs. EV: 13.63 )
Ranked among companies with meaningful ROA (%) only.
EV' s 10-Year ROA (%) Range
Min: 4.28  Med: 14.94 Max: 29.34
Current: 13.63
4.28
29.34
ROC (Joel Greenblatt) (%) 926.45
EV's ROC (Joel Greenblatt) (%) is ranked higher than
80% of the 885 Companies
in the Global Asset Management industry.

( Industry Median: 45.29 vs. EV: 926.45 )
Ranked among companies with meaningful ROC (Joel Greenblatt) (%) only.
EV' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: 88.71  Med: 921.55 Max: 1865.57
Current: 926.45
88.71
1865.57
Revenue Growth (3Y)(%) 4.60
EV's Revenue Growth (3Y)(%) is ranked lower than
51% of the 754 Companies
in the Global Asset Management industry.

( Industry Median: 5.10 vs. EV: 4.60 )
Ranked among companies with meaningful Revenue Growth (3Y)(%) only.
EV' s 10-Year Revenue Growth (3Y)(%) Range
Min: 4.4  Med: 13.40 Max: 31
Current: 4.6
4.4
31
EBITDA Growth (3Y)(%) 6.60
EV's EBITDA Growth (3Y)(%) is ranked higher than
53% of the 625 Companies
in the Global Asset Management industry.

( Industry Median: 4.50 vs. EV: 6.60 )
Ranked among companies with meaningful EBITDA Growth (3Y)(%) only.
EV' s 10-Year EBITDA Growth (3Y)(%) Range
Min: -5.8  Med: 8.40 Max: 33.4
Current: 6.6
-5.8
33.4
EPS Growth (3Y)(%) 11.80
EV's EPS Growth (3Y)(%) is ranked higher than
56% of the 594 Companies
in the Global Asset Management industry.

( Industry Median: 7.60 vs. EV: 11.80 )
Ranked among companies with meaningful EPS Growth (3Y)(%) only.
EV' s 10-Year EPS Growth (3Y)(%) Range
Min: -5.3  Med: 11.80 Max: 58.7
Current: 11.8
-5.3
58.7
» EV's 10-Y Financials

Financials


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

» Details

Guru Trades

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

Mario Gabelli 9,000 sh (unchged)
Chuck Royce 81,000 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
Q4 2014

EV Guru Trades in Q4 2014

Jim Simons 106,100 sh (New)
John Hussman 5,000 sh (New)
Columbia Wanger 3,512,425 sh (+7.16%)
Ron Baron Sold Out
Mario Gabelli 8,500 sh (-5.56%)
Paul Tudor Jones 5,600 sh (-28.25%)
Chuck Royce 40,500 sh (-50.00%)
» More
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
» 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) 17.81
EV's P/E(ttm) is ranked lower than
65% of the 994 Companies
in the Global Asset Management industry.

( Industry Median: 13.10 vs. EV: 17.81 )
Ranked among companies with meaningful P/E(ttm) only.
EV' s 10-Year P/E(ttm) Range
Min: 8.84  Med: 22.98 Max: 56.64
Current: 17.81
8.84
56.64
Forward P/E 13.74
EV's Forward P/E is ranked lower than
57% of the 204 Companies
in the Global Asset Management industry.

( Industry Median: 13.04 vs. EV: 13.74 )
Ranked among companies with meaningful Forward P/E only.
N/A
PE(NRI) 17.80
EV's PE(NRI) is ranked lower than
64% of the 989 Companies
in the Global Asset Management industry.

( Industry Median: 13.20 vs. EV: 17.80 )
Ranked among companies with meaningful PE(NRI) only.
EV' s 10-Year PE(NRI) Range
Min: 8.87  Med: 22.68 Max: 56.49
Current: 17.8
8.87
56.49
P/B 7.22
EV's P/B is ranked lower than
96% of the 1342 Companies
in the Global Asset Management industry.

( Industry Median: 0.96 vs. EV: 7.22 )
Ranked among companies with meaningful P/B only.
EV' s 10-Year P/B Range
Min: 5.07  Med: 7.62 Max: 33.49
Current: 7.22
5.07
33.49
P/S 3.22
EV's P/S is ranked higher than
76% of the 1217 Companies
in the Global Asset Management industry.

( Industry Median: 7.48 vs. EV: 3.22 )
Ranked among companies with meaningful P/S only.
EV' s 10-Year P/S Range
Min: 1.58  Med: 3.68 Max: 6.36
Current: 3.22
1.58
6.36
PFCF 17.49
EV's PFCF is ranked lower than
59% of the 237 Companies
in the Global Asset Management industry.

( Industry Median: 14.27 vs. EV: 17.49 )
Ranked among companies with meaningful PFCF only.
EV' s 10-Year PFCF Range
Min: 13.43  Med: 27.86 Max: 766.8
Current: 17.49
13.43
766.8
POCF 16.97
EV's POCF is ranked lower than
51% of the 705 Companies
in the Global Asset Management industry.

( Industry Median: 16.37 vs. EV: 16.97 )
Ranked among companies with meaningful POCF only.
EV' s 10-Year POCF Range
Min: 11.1  Med: 23.25 Max: 294.92
Current: 16.97
11.1
294.92
EV-to-EBIT 9.55
EV's EV-to-EBIT is ranked higher than
66% of the 968 Companies
in the Global Asset Management industry.

( Industry Median: 14.27 vs. EV: 9.55 )
Ranked among companies with meaningful EV-to-EBIT only.
EV' s 10-Year EV-to-EBIT Range
Min: 5.1  Med: 11.80 Max: 33
Current: 9.55
5.1
33
PEG 1.39
EV's PEG is ranked lower than
60% of the 166 Companies
in the Global Asset Management industry.

( Industry Median: 1.05 vs. EV: 1.39 )
Ranked among companies with meaningful PEG only.
EV' s 10-Year PEG Range
Min: 0.58  Med: 2.19 Max: 62.36
Current: 1.39
0.58
62.36
Shiller P/E 21.48
EV's Shiller P/E is ranked lower than
67% of the 629 Companies
in the Global Asset Management industry.

( Industry Median: 13.32 vs. EV: 21.48 )
Ranked among companies with meaningful Shiller P/E only.
EV' s 10-Year Shiller P/E Range
Min: 12.1  Med: 25.10 Max: 49.68
Current: 21.48
12.1
49.68
Current Ratio 6.11
EV's Current Ratio is ranked higher than
58% of the 872 Companies
in the Global Asset Management industry.

( Industry Median: 3.96 vs. EV: 6.11 )
Ranked among companies with meaningful Current Ratio only.
EV' s 10-Year Current Ratio Range
Min: 1.09  Med: 2.75 Max: 7.89
Current: 6.11
1.09
7.89
Quick Ratio 6.11
EV's Quick Ratio is ranked higher than
58% of the 872 Companies
in the Global Asset Management industry.

( Industry Median: 3.93 vs. EV: 6.11 )
Ranked among companies with meaningful Quick Ratio only.
EV' s 10-Year Quick Ratio Range
Min: 1.09  Med: 2.75 Max: 7.89
Current: 6.11
1.09
7.89
Days Sales Outstanding 46.18
EV's Days Sales Outstanding is ranked lower than
57% of the 943 Companies
in the Global Asset Management industry.

( Industry Median: 35.94 vs. EV: 46.18 )
Ranked among companies with meaningful Days Sales Outstanding only.
EV' s 10-Year Days Sales Outstanding Range
Min: 7.79  Med: 27.14 Max: 46.9
Current: 46.18
7.79
46.9

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 2.49
EV's Dividend Yield is ranked lower than
68% of the 1462 Companies
in the Global Asset Management industry.

( Industry Median: 3.72 vs. EV: 2.49 )
Ranked among companies with meaningful Dividend Yield only.
EV' s 10-Year Dividend Yield Range
Min: 1.01  Med: 2.07 Max: 4.35
Current: 2.49
1.01
4.35
Dividend Payout 0.45
EV's Dividend Payout is ranked higher than
65% of the 883 Companies
in the Global Asset Management industry.

( Industry Median: 0.48 vs. EV: 0.45 )
Ranked among companies with meaningful Dividend Payout only.
EV' s 10-Year Dividend Payout Range
Min: 0.11  Med: 0.34 Max: 6
Current: 0.45
0.11
6
Dividend growth (3y) 7.60
EV's Dividend growth (3y) is ranked higher than
59% of the 513 Companies
in the Global Asset Management industry.

( Industry Median: 4.40 vs. EV: 7.60 )
Ranked among companies with meaningful Dividend growth (3y) only.
EV' s 10-Year Dividend growth (3y) Range
Min: 6.3  Med: 21.10 Max: 37.5
Current: 7.6
6.3
37.5
Yield on cost (5-Year) 3.61
EV's Yield on cost (5-Year) is ranked lower than
58% of the 1466 Companies
in the Global Asset Management industry.

( Industry Median: 4.41 vs. EV: 3.61 )
Ranked among companies with meaningful Yield on cost (5-Year) only.
EV' s 10-Year Yield on cost (5-Year) Range
Min: 1.46  Med: 3.00 Max: 6.3
Current: 3.61
1.46
6.3
Share Buyback Rate -0.40
EV's Share Buyback Rate is ranked higher than
51% of the 755 Companies
in the Global Asset Management industry.

( Industry Median: -0.50 vs. EV: -0.40 )
Ranked among companies with meaningful Share Buyback Rate only.
EV' s 10-Year Share Buyback Rate Range
Min: 4.7  Med: 1.30 Max: -2.5
Current: -0.4

Valuation & Return

vs
industry
vs
history
Price/Net Current Asset Value 351.73
EV's Price/Net Current Asset Value is ranked lower than
99% of the 442 Companies
in the Global Asset Management industry.

( Industry Median: 4.28 vs. EV: 351.73 )
Ranked among companies with meaningful Price/Net Current Asset Value only.
EV' s 10-Year Price/Net Current Asset Value Range
Min: 18.76  Med: 37.23 Max: 459.4
Current: 351.73
18.76
459.4
Price/Tangible Book 13.62
EV's Price/Tangible Book is ranked lower than
97% of the 1288 Companies
in the Global Asset Management industry.

( Industry Median: 0.96 vs. EV: 13.62 )
Ranked among companies with meaningful Price/Tangible Book only.
EV' s 10-Year Price/Tangible Book Range
Min: 1.27  Med: 9.60 Max: 931.25
Current: 13.62
1.27
931.25
Price/Projected FCF 2.45
EV's Price/Projected FCF is ranked lower than
84% of the 397 Companies
in the Global Asset Management industry.

( Industry Median: 1.14 vs. EV: 2.45 )
Ranked among companies with meaningful Price/Projected FCF only.
EV' s 10-Year Price/Projected FCF Range
Min: 0.97  Med: 2.16 Max: 3.13
Current: 2.45
0.97
3.13
Price/DCF (Earnings Based) 2.28
EV's Price/DCF (Earnings Based) is ranked lower than
74% of the 19 Companies
in the Global Asset Management industry.

( Industry Median: 1.50 vs. EV: 2.28 )
Ranked among companies with meaningful Price/DCF (Earnings Based) only.
N/A
Price/Median PS Value 0.87
EV's Price/Median PS Value is ranked higher than
72% of the 1059 Companies
in the Global Asset Management industry.

( Industry Median: 1.03 vs. EV: 0.87 )
Ranked among companies with meaningful Price/Median PS Value only.
EV' s 10-Year Price/Median PS Value Range
Min: 0.29  Med: 1.04 Max: 1.69
Current: 0.87
0.29
1.69
Price/Peter Lynch Fair Value 3.36
EV's Price/Peter Lynch Fair Value is ranked lower than
95% of the 155 Companies
in the Global Asset Management industry.

( Industry Median: 0.77 vs. EV: 3.36 )
Ranked among companies with meaningful Price/Peter Lynch Fair Value only.
EV' s 10-Year Price/Peter Lynch Fair Value Range
Min: 0.59  Med: 1.71 Max: 14.74
Current: 3.36
0.59
14.74
Price/Graham Number 3.18
EV's Price/Graham Number is ranked lower than
94% of the 844 Companies
in the Global Asset Management industry.

( Industry Median: 0.76 vs. EV: 3.18 )
Ranked among companies with meaningful Price/Graham Number only.
EV' s 10-Year Price/Graham Number Range
Min: 0.85  Med: 3.02 Max: 30.04
Current: 3.18
0.85
30.04
Earnings Yield (Greenblatt) (%) 10.55
EV's Earnings Yield (Greenblatt) (%) is ranked higher than
76% of the 1325 Companies
in the Global Asset Management industry.

( Industry Median: 4.70 vs. EV: 10.55 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) (%) only.
EV' s 10-Year Earnings Yield (Greenblatt) (%) Range
Min: 3  Med: 8.45 Max: 19.6
Current: 10.55
3
19.6
Forward Rate of Return (Yacktman) (%) 7.69
EV's Forward Rate of Return (Yacktman) (%) is ranked higher than
53% of the 429 Companies
in the Global Asset Management industry.

( Industry Median: 6.82 vs. EV: 7.69 )
Ranked among companies with meaningful Forward Rate of Return (Yacktman) (%) only.
EV' s 10-Year Forward Rate of Return (Yacktman) (%) Range
Min: -1.9  Med: 11.60 Max: 24.3
Current: 7.69
-1.9
24.3

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 EV

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More From Other Websites
Distribution Dates and Amounts Announced for Eaton Vance Closed-End Funds Jul 01 2015
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10-Q for Eaton Vance Corp. Jun 11 2015
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EATON VANCE CORP Files SEC form 10-Q, Quarterly Report Jun 09 2015
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