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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 1214 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: 1.14 Max: No Debt
Current: 1.38
Equity to Asset 0.36
EV's Equity to Asset is ranked lower than
86% of the 1265 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 1128 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: 5.02
M-Score: -2.51
WACC vs ROIC
12.65%
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
61% of the 1364 Companies
in the Global Asset Management industry.

( Industry Median: 51.87 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 1369 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 (%) 40.24
EV's ROE (%) is ranked higher than
96% of the 1412 Companies
in the Global Asset Management industry.

( Industry Median: 6.00 vs. EV: 40.24 )
Ranked among companies with meaningful ROE (%) only.
EV' s 10-Year ROE (%) Range
Min: 7.78  Med: 35.95 Max: 83.39
Current: 40.24
7.78
83.39
ROA (%) 13.63
EV's ROA (%) is ranked higher than
85% of the 1430 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
83% of the 801 Companies
in the Global Asset Management industry.

( Industry Median: 33.08 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 781 Companies
in the Global Asset Management industry.

( Industry Median: 5.30 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
52% of the 651 Companies
in the Global Asset Management industry.

( Industry Median: 5.30 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
54% of the 620 Companies
in the Global Asset Management industry.

( Industry Median: 8.20 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

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

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 (-50.00%)
» 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%)
John Hussman 5,000 sh (unchged)
Chuck Royce 40,500 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
» 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) 15.10
EV's P/E(ttm) is ranked lower than
62% of the 1022 Companies
in the Global Asset Management industry.

( Industry Median: 12.70 vs. EV: 15.10 )
Ranked among companies with meaningful P/E(ttm) only.
EV' s 10-Year P/E(ttm) Range
Min: 8.84  Med: 22.72 Max: 56.64
Current: 15.1
8.84
56.64
Forward P/E 12.82
EV's Forward P/E is ranked higher than
52% of the 210 Companies
in the Global Asset Management industry.

( Industry Median: 12.84 vs. EV: 12.82 )
Ranked among companies with meaningful Forward P/E only.
N/A
PE(NRI) 16.10
EV's PE(NRI) is ranked lower than
61% of the 1019 Companies
in the Global Asset Management industry.

( Industry Median: 12.80 vs. EV: 16.10 )
Ranked among companies with meaningful PE(NRI) only.
EV' s 10-Year PE(NRI) Range
Min: 8.87  Med: 22.47 Max: 56.49
Current: 16.1
8.87
56.49
P/B 6.13
EV's P/B is ranked lower than
95% of the 1346 Companies
in the Global Asset Management industry.

( Industry Median: 0.92 vs. EV: 6.13 )
Ranked among companies with meaningful P/B only.
EV' s 10-Year P/B Range
Min: 5.07  Med: 7.63 Max: 33.49
Current: 6.13
5.07
33.49
P/S 2.74
EV's P/S is ranked higher than
77% of the 1244 Companies
in the Global Asset Management industry.

( Industry Median: 7.00 vs. EV: 2.74 )
Ranked among companies with meaningful P/S only.
EV' s 10-Year P/S Range
Min: 1.58  Med: 3.64 Max: 6.36
Current: 2.74
1.58
6.36
PFCF 14.90
EV's PFCF is ranked lower than
57% of the 257 Companies
in the Global Asset Management industry.

( Industry Median: 13.44 vs. EV: 14.90 )
Ranked among companies with meaningful PFCF only.
EV' s 10-Year PFCF Range
Min: 13.43  Med: 28.38 Max: 766.8
Current: 14.9
13.43
766.8
POCF 14.43
EV's POCF is ranked higher than
50% of the 725 Companies
in the Global Asset Management industry.

( Industry Median: 15.18 vs. EV: 14.43 )
Ranked among companies with meaningful POCF only.
EV' s 10-Year POCF Range
Min: 11.1  Med: 23.39 Max: 294.92
Current: 14.43
11.1
294.92
EV-to-EBIT 8.06
EV's EV-to-EBIT is ranked higher than
69% of the 970 Companies
in the Global Asset Management industry.

( Industry Median: 13.41 vs. EV: 8.06 )
Ranked among companies with meaningful EV-to-EBIT only.
EV' s 10-Year EV-to-EBIT Range
Min: 5.1  Med: 11.70 Max: 33
Current: 8.06
5.1
33
PEG 1.26
EV's PEG is ranked lower than
56% of the 174 Companies
in the Global Asset Management industry.

( Industry Median: 1.02 vs. EV: 1.26 )
Ranked among companies with meaningful PEG only.
EV' s 10-Year PEG Range
Min: 0.58  Med: 2.11 Max: 62.36
Current: 1.26
0.58
62.36
Shiller P/E 18.04
EV's Shiller P/E is ranked lower than
67% of the 651 Companies
in the Global Asset Management industry.

( Industry Median: 12.37 vs. EV: 18.04 )
Ranked among companies with meaningful Shiller P/E only.
EV' s 10-Year Shiller P/E Range
Min: 12.1  Med: 24.82 Max: 49.68
Current: 18.04
12.1
49.68
Current Ratio 6.11
EV's Current Ratio is ranked higher than
58% of the 904 Companies
in the Global Asset Management industry.

( Industry Median: 3.93 vs. EV: 6.11 )
Ranked among companies with meaningful Current Ratio only.
EV' s 10-Year Current Ratio Range
Min: 1.09  Med: 2.69 Max: 7.89
Current: 6.11
1.09
7.89
Quick Ratio 6.11
EV's Quick Ratio is ranked higher than
59% of the 904 Companies
in the Global Asset Management industry.

( Industry Median: 3.85 vs. EV: 6.11 )
Ranked among companies with meaningful Quick Ratio only.
EV' s 10-Year Quick Ratio Range
Min: 1.09  Med: 2.69 Max: 7.89
Current: 6.11
1.09
7.89
Days Sales Outstanding 46.18
EV's Days Sales Outstanding is ranked lower than
55% of the 960 Companies
in the Global Asset Management industry.

( Industry Median: 39.31 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 3.03
EV's Dividend Yield is ranked lower than
65% of the 1489 Companies
in the Global Asset Management industry.

( Industry Median: 4.00 vs. EV: 3.03 )
Ranked among companies with meaningful Dividend Yield only.
EV' s 10-Year Dividend Yield Range
Min: 1.01  Med: 2.09 Max: 4.35
Current: 3.03
1.01
4.35
Dividend Payout 0.45
EV's Dividend Payout is ranked higher than
67% of the 911 Companies
in the Global Asset Management industry.

( Industry Median: 0.52 vs. EV: 0.45 )
Ranked among companies with meaningful Dividend Payout only.
EV' s 10-Year Dividend Payout Range
Min: 0.11  Med: 0.35 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 532 Companies
in the Global Asset Management industry.

( Industry Median: 4.10 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) 4.32
EV's Yield on cost (5-Year) is ranked lower than
55% of the 1503 Companies
in the Global Asset Management industry.

( Industry Median: 4.70 vs. EV: 4.32 )
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: 3.03 Max: 6.3
Current: 4.32
1.46
6.3
Share Buyback Rate -0.40
EV's Share Buyback Rate is ranked higher than
55% of the 838 Companies
in the Global Asset Management industry.

( Industry Median: -0.90 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 305.55
EV's Price/Net Current Asset Value is ranked lower than
99% of the 461 Companies
in the Global Asset Management industry.

( Industry Median: 3.59 vs. EV: 305.55 )
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: 305.55
18.76
459.4
Price/Tangible Book 11.79
EV's Price/Tangible Book is ranked lower than
97% of the 1287 Companies
in the Global Asset Management industry.

( Industry Median: 0.93 vs. EV: 11.79 )
Ranked among companies with meaningful Price/Tangible Book only.
EV' s 10-Year Price/Tangible Book Range
Min: 1.44  Med: 9.80 Max: 931.25
Current: 11.79
1.44
931.25
Price/Projected FCF 2.13
EV's Price/Projected FCF is ranked lower than
85% of the 406 Companies
in the Global Asset Management industry.

( Industry Median: 1.06 vs. EV: 2.13 )
Ranked among companies with meaningful Price/Projected FCF only.
EV' s 10-Year Price/Projected FCF Range
Min: 0.97  Med: 2.16 Max: 3.65
Current: 2.13
0.97
3.65
Price/DCF (Earnings Based) 2.05
EV's Price/DCF (Earnings Based) is ranked lower than
65% of the 20 Companies
in the Global Asset Management industry.

( Industry Median: 1.57 vs. EV: 2.05 )
Ranked among companies with meaningful Price/DCF (Earnings Based) only.
N/A
Price/Median PS Value 0.77
EV's Price/Median PS Value is ranked higher than
73% of the 1086 Companies
in the Global Asset Management industry.

( Industry Median: 1.00 vs. EV: 0.77 )
Ranked among companies with meaningful Price/Median PS Value only.
EV' s 10-Year Price/Median PS Value Range
Min: 0.37  Med: 1.06 Max: 1.71
Current: 0.77
0.37
1.71
Price/Peter Lynch Fair Value 2.92
EV's Price/Peter Lynch Fair Value is ranked lower than
94% of the 163 Companies
in the Global Asset Management industry.

( Industry Median: 0.74 vs. EV: 2.92 )
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: 2.92
0.59
14.74
Price/Graham Number 2.75
EV's Price/Graham Number is ranked lower than
92% of the 876 Companies
in the Global Asset Management industry.

( Industry Median: 0.72 vs. EV: 2.75 )
Ranked among companies with meaningful Price/Graham Number only.
EV' s 10-Year Price/Graham Number Range
Min: 0.97  Med: 3.05 Max: 30.04
Current: 2.75
0.97
30.04
Earnings Yield (Greenblatt) (%) 12.45
EV's Earnings Yield (Greenblatt) (%) is ranked higher than
78% of the 1362 Companies
in the Global Asset Management industry.

( Industry Median: 4.70 vs. EV: 12.45 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) (%) only.
EV' s 10-Year Earnings Yield (Greenblatt) (%) Range
Min: 3  Med: 8.50 Max: 19.6
Current: 12.45
3
19.6
Forward Rate of Return (Yacktman) (%) 7.95
EV's Forward Rate of Return (Yacktman) (%) is ranked higher than
53% of the 449 Companies
in the Global Asset Management industry.

( Industry Median: 6.53 vs. EV: 7.95 )
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: 11.70 Max: 24.3
Current: 7.95
-1.9
24.3

Analyst Estimate

Oct15 Oct16
Revenue(Mil) 1,416 1,470
EPS($) 2.37 2.62
EPS without NRI($) 2.37 2.62

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
EATON VANCE CORP Files SEC form 10-Q, Quarterly Report Sep 04 2015
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Distribution Dates and Amounts Announced for Eaton Vance Closed-End Funds Sep 01 2015
Eaton Vance Closed-End Funds Release Estimated Sources Of Distributions Aug 31 2015
Melexis Half-Year Report 2015 Aug 26 2015
Market Volatility and Interest Rates Lead Advisor Concerns Aug 25 2015
Eaton Vance (EV) Q3 Earnings Lag on Lower Revenues Aug 21 2015
Eaton Vance upgraded by Citigroup Aug 20 2015
Eaton Vance scores big win for its new hybrid fund Aug 20 2015
Eaton Vance Corp. Third Fiscal Quarter Earnings Conference Call and Webcast Notification Aug 20 2015
Eaton Vance Corp Report for the Three and Nine Month Periods Ended July 31, 2015 Aug 20 2015
Edited Transcript of EV earnings conference call or presentation 19-Aug-15 3:00pm GMT Aug 19 2015
Envestnet Plans to Offer NextShares Aug 19 2015
EATON VANCE CORP Files SEC form 8-K, Results of Operations and Financial Condition Aug 19 2015
Eaton Vance (EV) Misses on Q3 Earnings & Revenue Estimates Aug 19 2015
A.M. Funds Roundup: Close Look at Gabelli; Eaton Vance Inks Distribution Deal for ETMFs Aug 19 2015
Eaton Vance Profit Falls 12% on Higher Costs, Weak Revenue Aug 19 2015
Eaton Vance misses Street 3Q forecasts Aug 19 2015
Eaton Vance misses Street 3Q forecasts Aug 19 2015

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