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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 1.40
EV's Cash to Debt is ranked lower than
52% of the 1385 Companies
in the Global Asset Management industry.

( Industry Median: 10000.00 vs. EV: 1.40 )
EV' s 10-Year Cash to Debt Range
Min: 0.7   Max: No Debt
Current: 1.4

Equity to Asset 0.35
EV's Equity to Asset is ranked lower than
62% of the 1567 Companies
in the Global Asset Management industry.

( Industry Median: 0.82 vs. EV: 0.35 )
EV' s 10-Year Equity to Asset Range
Min: 0.24   Max: 0.74
Current: 0.35

0.24
0.74
Interest Coverage 11.62
EV's Interest Coverage is ranked lower than
58% of the 1295 Companies
in the Global Asset Management industry.

( Industry Median: 2647.78 vs. EV: 11.62 )
EV' s 10-Year Interest Coverage Range
Min: 6.92   Max: 158.88
Current: 11.62

6.92
158.88
F-Score: 7
Z-Score: 4.87
M-Score: -2.01
WACC vs ROIC
13.53%
49.53%
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 (%) 35.84
EV's Operating margin (%) is ranked higher than
57% of the 1605 Companies
in the Global Asset Management industry.

( Industry Median: 50.45 vs. EV: 35.84 )
EV' s 10-Year Operating margin (%) Range
Min: 21.49   Max: 42.07
Current: 35.84

21.49
42.07
Net-margin (%) 20.98
EV's Net-margin (%) is ranked higher than
52% of the 1606 Companies
in the Global Asset Management industry.

( Industry Median: 47.88 vs. EV: 20.98 )
EV' s 10-Year Net-margin (%) Range
Min: 4.55   Max: 27.23
Current: 20.98

4.55
27.23
ROE (%) 45.02
EV's ROE (%) is ranked higher than
97% of the 1629 Companies
in the Global Asset Management industry.

( Industry Median: 8.15 vs. EV: 45.02 )
EV' s 10-Year ROE (%) Range
Min: 7.78   Max: 83.39
Current: 45.02

7.78
83.39
ROA (%) 14.25
EV's ROA (%) is ranked higher than
86% of the 1649 Companies
in the Global Asset Management industry.

( Industry Median: 4.76 vs. EV: 14.25 )
EV' s 10-Year ROA (%) Range
Min: 4.28   Max: 29.34
Current: 14.25

4.28
29.34
ROC (Joel Greenblatt) (%) 1067.58
EV's ROC (Joel Greenblatt) (%) is ranked higher than
87% of the 1072 Companies
in the Global Asset Management industry.

( Industry Median: 80.91 vs. EV: 1067.58 )
EV' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: 95.97   Max: 1847.77
Current: 1067.58

95.97
1847.77
Revenue Growth (3Y)(%) 4.60
EV's Revenue Growth (3Y)(%) is ranked higher than
72% of the 969 Companies
in the Global Asset Management industry.

( Industry Median: 1.50 vs. EV: 4.60 )
EV' s 10-Year Revenue Growth (3Y)(%) Range
Min: 4.4   Max: 31
Current: 4.6

4.4
31
EBITDA Growth (3Y)(%) 6.60
EV's EBITDA Growth (3Y)(%) is ranked higher than
73% of the 844 Companies
in the Global Asset Management industry.

( Industry Median: 3.30 vs. EV: 6.60 )
EV' s 10-Year EBITDA Growth (3Y)(%) Range
Min: -5.8   Max: 33.4
Current: 6.6

-5.8
33.4
EPS Growth (3Y)(%) 11.80
EV's EPS Growth (3Y)(%) is ranked higher than
74% of the 837 Companies
in the Global Asset Management industry.

( Industry Median: 4.40 vs. EV: 11.80 )
EV' s 10-Year EPS Growth (3Y)(%) Range
Min: -5.3   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

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

EV Guru Trades in Q4 2014

John Hussman 5,000 sh (New)
Jim Simons 106,100 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%)
» 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
John Hussman 2014-12-31 New Buy0.02%$34.29 - $43.9 $ 42.097%5000
Ron Baron 2014-12-31 Sold Out $34.29 - $43.9 $ 42.097%0
Ron Baron 2014-09-30 Reduce -99.89%0.21%$35.13 - $39.22 $ 42.0912%1610
Ron Baron 2014-03-31 Reduce -29.35%0.11%$35.78 - $42.99 $ 42.099%1542426
Meridian Funds 2013-03-31 Sold Out 0.02%$31.85 - $41.83 $ 42.0912%0
Meridian Funds 2012-12-31 New Buy0.02%$27.96 - $32.65 $ 42.0940%10740
Mario Gabelli 2012-09-30 Reduce -25%$25.64 - $29.7 $ 42.0954%9000
Ron Baron 2011-12-31 Reduce -25.63%0.15%$20.84 - $27.58 $ 42.0976%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) 16.80
EV's P/E(ttm) is ranked higher than
70% of the 1831 Companies
in the Global Asset Management industry.

( Industry Median: 22.40 vs. EV: 16.80 )
EV' s 10-Year P/E(ttm) Range
Min: 8.84   Max: 56.64
Current: 16.8

8.84
56.64
Forward P/E 15.20
EV's Forward P/E is ranked higher than
92% of the 1831 Companies
in the Global Asset Management industry.

( Industry Median: 0.00 vs. EV: 15.20 )
N/A
PE(NRI) 16.80
EV's PE(NRI) is ranked higher than
71% of the 1831 Companies
in the Global Asset Management industry.

( Industry Median: 23.10 vs. EV: 16.80 )
EV' s 10-Year PE(NRI) Range
Min: 8.87   Max: 56.49
Current: 16.8

8.87
56.49
P/B 7.70
EV's P/B is ranked lower than
60% of the 1831 Companies
in the Global Asset Management industry.

( Industry Median: 1.03 vs. EV: 7.70 )
EV' s 10-Year P/B Range
Min: 5.07   Max: 33.49
Current: 7.7

5.07
33.49
P/S 3.53
EV's P/S is ranked higher than
85% of the 1831 Companies
in the Global Asset Management industry.

( Industry Median: 9.52 vs. EV: 3.53 )
EV' s 10-Year P/S Range
Min: 1.58   Max: 6.36
Current: 3.53

1.58
6.36
PFCF 52.00
EV's PFCF is ranked higher than
88% of the 1831 Companies
in the Global Asset Management industry.

( Industry Median: 0.00 vs. EV: 52.00 )
EV' s 10-Year PFCF Range
Min: 13.43   Max: 766.8
Current: 52

13.43
766.8
POCF 48.40
EV's POCF is ranked higher than
72% of the 1831 Companies
in the Global Asset Management industry.

( Industry Median: 200.00 vs. EV: 48.40 )
EV' s 10-Year POCF Range
Min: 11.1   Max: 294.92
Current: 48.4

11.1
294.92
EV-to-EBIT 8.70
EV's EV-to-EBIT is ranked higher than
87% of the 1831 Companies
in the Global Asset Management industry.

( Industry Median: 25.02 vs. EV: 8.70 )
EV' s 10-Year EV-to-EBIT Range
Min: 5.1   Max: 33
Current: 8.7

5.1
33
PEG 1.31
EV's PEG is ranked higher than
96% of the 1831 Companies
in the Global Asset Management industry.

( Industry Median: 0.00 vs. EV: 1.31 )
EV' s 10-Year PEG Range
Min: 0.58   Max: 62.36
Current: 1.31

0.58
62.36
Shiller P/E 24.30
EV's Shiller P/E is ranked higher than
80% of the 1831 Companies
in the Global Asset Management industry.

( Industry Median: 0.00 vs. EV: 24.30 )
EV' s 10-Year Shiller P/E Range
Min: 12.21   Max: 49.16
Current: 24.3

12.21
49.16
Current Ratio 1.42
EV's Current Ratio is ranked higher than
51% of the 1085 Companies
in the Global Asset Management industry.

( Industry Median: 2.70 vs. EV: 1.42 )
EV' s 10-Year Current Ratio Range
Min: 1.09   Max: 5.4
Current: 1.42

1.09
5.4
Quick Ratio 1.42
EV's Quick Ratio is ranked higher than
52% of the 1085 Companies
in the Global Asset Management industry.

( Industry Median: 2.59 vs. EV: 1.42 )
EV' s 10-Year Quick Ratio Range
Min: 1.09   Max: 5.4
Current: 1.42

1.09
5.4
Days Sales Outstanding 46.90
EV's Days Sales Outstanding is ranked higher than
73% of the 1831 Companies
in the Global Asset Management industry.

( Industry Median: 105.19 vs. EV: 46.90 )
EV' s 10-Year Days Sales Outstanding Range
Min: 7.79   Max: 46.9
Current: 46.9

7.79
46.9

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 2.23
EV's Dividend Yield is ranked lower than
68% of the 1280 Companies
in the Global Asset Management industry.

( Industry Median: 3.48 vs. EV: 2.23 )
EV' s 10-Year Dividend Yield Range
Min: 1.01   Max: 4.35
Current: 2.23

1.01
4.35
Dividend Payout 0.36
EV's Dividend Payout is ranked higher than
80% of the 1831 Companies
in the Global Asset Management industry.

( Industry Median: 3.00 vs. EV: 0.36 )
EV' s 10-Year Dividend Payout Range
Min: 0.13   Max: 0.8
Current: 0.36

0.13
0.8
Dividend growth (3y) 7.60
EV's Dividend growth (3y) is ranked higher than
72% of the 611 Companies
in the Global Asset Management industry.

( Industry Median: 8.10 vs. EV: 7.60 )
EV' s 10-Year Dividend growth (3y) Range
Min: 6.3   Max: 37.5
Current: 7.6

6.3
37.5
Yield on cost (5-Year) 3.19
EV's Yield on cost (5-Year) is ranked lower than
59% of the 1292 Companies
in the Global Asset Management industry.

( Industry Median: 4.20 vs. EV: 3.19 )
EV' s 10-Year Yield on cost (5-Year) Range
Min: 1.46   Max: 6.3
Current: 3.19

1.46
6.3
Share Buyback Rate -0.40
EV's Share Buyback Rate is ranked higher than
70% of the 1036 Companies
in the Global Asset Management industry.

( Industry Median: -0.70 vs. EV: -0.40 )
EV' s 10-Year Share Buyback Rate Range
Min: 4.7   Max: -2.5
Current: -0.4

Valuation & Return

vs
industry
vs
history
Price/Tangible Book 13.80
EV's Price/Tangible Book is ranked lower than
58% of the 1831 Companies
in the Global Asset Management industry.

( Industry Median: 1.08 vs. EV: 13.80 )
EV' s 10-Year Price/Tangible Book Range
Min: 1.45   Max: 65.83
Current: 13.8

1.45
65.83
Price/DCF (Projected) 2.30
EV's Price/DCF (Projected) is ranked higher than
75% of the 1831 Companies
in the Global Asset Management industry.

( Industry Median: 0.00 vs. EV: 2.30 )
EV' s 10-Year Price/DCF (Projected) Range
Min: 1.13   Max: 3.13
Current: 2.3

1.13
3.13
Price/Median PS Value 0.90
EV's Price/Median PS Value is ranked higher than
84% of the 1831 Companies
in the Global Asset Management industry.

( Industry Median: 1.33 vs. EV: 0.90 )
EV' s 10-Year Price/Median PS Value Range
Min: 0.37   Max: 1.65
Current: 0.9

0.37
1.65
Price/Peter Lynch Fair Value 1.80
EV's Price/Peter Lynch Fair Value is ranked higher than
93% of the 1831 Companies
in the Global Asset Management industry.

( Industry Median: 0.00 vs. EV: 1.80 )
EV' s 10-Year Price/Peter Lynch Fair Value Range
Min: 0.69   Max: 14.74
Current: 1.8

0.69
14.74
Price/Graham Number 3.10
EV's Price/Graham Number is ranked higher than
60% of the 1831 Companies
in the Global Asset Management industry.

( Industry Median: 1.65 vs. EV: 3.10 )
EV' s 10-Year Price/Graham Number Range
Min: 0.82   Max: 10.97
Current: 3.1

0.82
10.97
Earnings Yield (Greenblatt) 11.60
EV's Earnings Yield (Greenblatt) is ranked higher than
85% of the 1601 Companies
in the Global Asset Management industry.

( Industry Median: 5.00 vs. EV: 11.60 )
EV' s 10-Year Earnings Yield (Greenblatt) Range
Min: 3   Max: 19.6
Current: 11.6

3
19.6
Forward Rate of Return (Yacktman) 11.48
EV's Forward Rate of Return (Yacktman) is ranked higher than
77% of the 639 Companies
in the Global Asset Management industry.

( Industry Median: 6.48 vs. EV: 11.48 )
EV' s 10-Year Forward Rate of Return (Yacktman) Range
Min: -1.9   Max: 24.3
Current: 11.48

-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 Municipal Bond Funds Mar 02 2015
Distribution Dates and Amounts Announced for Certain Eaton Vance Closed-End Funds Mar 02 2015
Eaton Vance Closed-End Funds Release Estimated Sources of Distributions Feb 27 2015
Eaton Vance Q1 Earnings Lag on Elevated Costs, Shares Fall - Analyst Blog Feb 27 2015
Eaton Vance Funds Appoint New Trustee Feb 27 2015
How this bond fund beats the Street Feb 25 2015
EATON VANCE CORP Files SEC form 8-K, Results of Operations and Financial Condition Feb 25 2015
Eaton Vance (EV) Misses on Q1 Earnings, Expenses Up - Tale of the Tape Feb 25 2015
Eaton Vance Profit Falls Feb 25 2015
Hartford Funds is Third to Partner With Eaton Vance on ETMFs Feb 25 2015
Eaton Vance misses Street 1Q forecasts Feb 25 2015
Eaton Vance Corp. Report for the Three Month Period Ended January 31, 2015 Feb 25 2015
Q1 2015 Eaton Vance Corp Earnings Release - Before Market Open Feb 25 2015
Eaton Vance Senior Income Trust Report Of Earnings Feb 23 2015
Eaton Vance Limited Duration Income Fund Report Of Earnings Feb 23 2015
Will Eaton Vance Q1 Earnings be Hurt by Rising Expenses? - Analyst Blog Feb 23 2015
European Equities Will Continue to Outperform U.S.: Quinn Feb 20 2015
Eaton Vance Corp. First Fiscal Quarter Earnings Conference Call and Webcast Notification Feb 18 2015
Eaton Vance Tax-Managed Diversified Equity Income Fund Report Of Earnings Feb 17 2015
Eaton Vance Tax-Managed Global Diversified Equity Income Fund Report Of Earnings Feb 17 2015

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