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 : 8/10

vs
industry
vs
history
Cash to Debt 1.24
EV's Cash to Debt is ranked lower than
57% of the 1630 Companies
in the Global Asset Management industry.

( Industry Median: 10000.00 vs. EV: 1.24 )
EV' s 10-Year Cash to Debt Range
Min: 0.29   Max: No Debt
Current: 1.24

Equity to Asset 0.36
EV's Equity to Asset is ranked lower than
62% of the 1721 Companies
in the Global Asset Management industry.

( Industry Median: 0.83 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 11.62
EV's Interest Coverage is ranked lower than
61% of the 1490 Companies
in the Global Asset Management industry.

( Industry Median: 10000.00 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: 4
Z-Score: 5.38
M-Score: -2.29
WACC vs ROIC
12.77%
46.97%
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 (%) 30.88
EV's Operating margin (%) is ranked higher than
58% of the 1847 Companies
in the Global Asset Management industry.

( Industry Median: 47.32 vs. EV: 30.88 )
EV' s 10-Year Operating margin (%) Range
Min: 21.49   Max: 42.07
Current: 30.88

21.49
42.07
Net-margin (%) 18.13
EV's Net-margin (%) is ranked higher than
54% of the 1849 Companies
in the Global Asset Management industry.

( Industry Median: 40.96 vs. EV: 18.13 )
EV' s 10-Year Net-margin (%) Range
Min: 4.55   Max: 27.23
Current: 18.13

4.55
27.23
ROE (%) 39.51
EV's ROE (%) is ranked higher than
97% of the 1887 Companies
in the Global Asset Management industry.

( Industry Median: 7.27 vs. EV: 39.51 )
EV' s 10-Year ROE (%) Range
Min: 7.78   Max: 83.39
Current: 39.51

7.78
83.39
ROA (%) 13.15
EV's ROA (%) is ranked higher than
87% of the 1910 Companies
in the Global Asset Management industry.

( Industry Median: 4.08 vs. EV: 13.15 )
EV' s 10-Year ROA (%) Range
Min: 4.28   Max: 29.34
Current: 13.15

4.28
29.34
ROC (Joel Greenblatt) (%) 878.53
EV's ROC (Joel Greenblatt) (%) is ranked higher than
87% of the 1265 Companies
in the Global Asset Management industry.

( Industry Median: 61.16 vs. EV: 878.53 )
EV' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: 95.97   Max: 1847.77
Current: 878.53

95.97
1847.77
Revenue Growth (3Y)(%) 4.30
EV's Revenue Growth (3Y)(%) is ranked higher than
68% of the 1081 Companies
in the Global Asset Management industry.

( Industry Median: 4.50 vs. EV: 4.30 )
EV' s 10-Year Revenue Growth (3Y)(%) Range
Min: 4.3   Max: 31
Current: 4.3

4.3
31
EBITDA Growth (3Y)(%) 6.60
EV's EBITDA Growth (3Y)(%) is ranked higher than
72% of the 917 Companies
in the Global Asset Management industry.

( Industry Median: 4.00 vs. EV: 6.60 )
EV' s 10-Year EBITDA Growth (3Y)(%) Range
Min: -4.7   Max: 35.5
Current: 6.6

-4.7
35.5
EPS Growth (3Y)(%) 11.80
EV's EPS Growth (3Y)(%) is ranked higher than
72% of the 869 Companies
in the Global Asset Management industry.

( Industry Median: 7.70 vs. EV: 11.80 )
EV' s 10-Year EPS Growth (3Y)(%) Range
Min: -2.9   Max: 58.7
Current: 11.8

-2.9
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)
Mario Gabelli 9,000 sh (unchged)
Chuck Royce 81,000 sh (unchged)
Paul Tudor Jones Sold Out
Steven Cohen 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

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
» 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%)

No Entry found in the selected group of Gurus. You can
  • 1. Modify your Personalized List of Gurus, or
  • 2. Click on Premium Premium Tools above to check out all the Gurus, or
  • 3. Click on Premium Plus Premium Plus above for the stocks picks of all the institutional investment advisors (>4000)
» Interactive Charts

Peter Lynch Chart ( What is Peter Lynch Charts )

Ratios

vs
industry
vs
history
P/E(ttm) 19.60
EV's P/E(ttm) is ranked higher than
71% of the 2287 Companies
in the Global Asset Management industry.

( Industry Median: 36.80 vs. EV: 19.60 )
EV' s 10-Year P/E(ttm) Range
Min: 8.84   Max: 56.64
Current: 19.6

8.84
56.64
Forward P/E 15.55
EV's Forward P/E is ranked higher than
92% of the 2287 Companies
in the Global Asset Management industry.

( Industry Median: 0.00 vs. EV: 15.55 )
N/A
PE(NRI) 19.80
EV's PE(NRI) is ranked higher than
72% of the 2287 Companies
in the Global Asset Management industry.

( Industry Median: 37.60 vs. EV: 19.80 )
EV' s 10-Year PE(NRI) Range
Min: 8.87   Max: 56.49
Current: 19.8

8.87
56.49
P/B 8.40
EV's P/B is ranked lower than
63% of the 2287 Companies
in the Global Asset Management industry.

( Industry Median: 1.11 vs. EV: 8.40 )
EV' s 10-Year P/B Range
Min: 5.07   Max: 33.49
Current: 8.4

5.07
33.49
P/S 3.59
EV's P/S is ranked higher than
82% of the 2287 Companies
in the Global Asset Management industry.

( Industry Median: 12.10 vs. EV: 3.59 )
EV' s 10-Year P/S Range
Min: 1.58   Max: 6.36
Current: 3.59

1.58
6.36
PFCF 26.20
EV's PFCF is ranked higher than
89% of the 2287 Companies
in the Global Asset Management industry.

( Industry Median: 0.00 vs. EV: 26.20 )
EV' s 10-Year PFCF Range
Min: 13.43   Max: 766.8
Current: 26.2

13.43
766.8
POCF 25.80
EV's POCF is ranked higher than
80% of the 2287 Companies
in the Global Asset Management industry.

( Industry Median: 0.00 vs. EV: 25.80 )
EV' s 10-Year POCF Range
Min: 11.1   Max: 294.92
Current: 25.8

11.1
294.92
EV-to-EBIT 4.15
EV's EV-to-EBIT is ranked higher than
85% of the 2287 Companies
in the Global Asset Management industry.

( Industry Median: 41.19 vs. EV: 4.15 )
EV' s 10-Year EV-to-EBIT Range
Min: 5.1   Max: 33
Current: 4.15

5.1
33
PEG 1.53
EV's PEG is ranked higher than
96% of the 2287 Companies
in the Global Asset Management industry.

( Industry Median: 0.00 vs. EV: 1.53 )
EV' s 10-Year PEG Range
Min: 0.68   Max: 84
Current: 1.53

0.68
84
Shiller P/E 24.60
EV's Shiller P/E is ranked higher than
79% of the 2287 Companies
in the Global Asset Management industry.

( Industry Median: 0.00 vs. EV: 24.60 )
EV' s 10-Year Shiller P/E Range
Min: 11.6   Max: 45.86
Current: 24.6

11.6
45.86
Current Ratio 1.44
EV's Current Ratio is ranked lower than
52% of the 1242 Companies
in the Global Asset Management industry.

( Industry Median: 3.10 vs. EV: 1.44 )
EV' s 10-Year Current Ratio Range
Min: 0.63   Max: 7.89
Current: 1.44

0.63
7.89
Quick Ratio 1.44
EV's Quick Ratio is ranked lower than
51% of the 1242 Companies
in the Global Asset Management industry.

( Industry Median: 3.00 vs. EV: 1.44 )
EV' s 10-Year Quick Ratio Range
Min: 0.63   Max: 7.89
Current: 1.44

0.63
7.89
Days Sales Outstanding 46.15
EV's Days Sales Outstanding is ranked higher than
77% of the 2287 Companies
in the Global Asset Management industry.

( Industry Median: 168.75 vs. EV: 46.15 )
EV' s 10-Year Days Sales Outstanding Range
Min: 7.79   Max: 46.9
Current: 46.15

7.79
46.9

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 2.18
EV's Dividend Yield is ranked lower than
69% of the 1456 Companies
in the Global Asset Management industry.

( Industry Median: 3.43 vs. EV: 2.18 )
EV' s 10-Year Dividend Yield Range
Min: 1.01   Max: 4.35
Current: 2.18

1.01
4.35
Dividend Payout 0.43
EV's Dividend Payout is ranked higher than
86% of the 2287 Companies
in the Global Asset Management industry.

( Industry Median: 0.00 vs. EV: 0.43 )
EV' s 10-Year Dividend Payout Range
Min: 0.11   Max: 6
Current: 0.43

0.11
6
Dividend growth (3y) 7.60
EV's Dividend growth (3y) is ranked higher than
71% of the 742 Companies
in the Global Asset Management industry.

( Industry Median: 7.20 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
60% of the 1465 Companies
in the Global Asset Management industry.

( Industry Median: 4.22 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
68% of the 1094 Companies
in the Global Asset Management industry.

( Industry Median: -0.50 vs. EV: -0.40 )
EV' s 10-Year Share Buyback Rate Range
Min: 4.2   Max: -0.4
Current: -0.4

Valuation & Return

vs
industry
vs
history
Price/Tangible Book 16.20
EV's Price/Tangible Book is ranked lower than
56% of the 2287 Companies
in the Global Asset Management industry.

( Industry Median: 1.20 vs. EV: 16.20 )
EV' s 10-Year Price/Tangible Book Range
Min: 1.45   Max: 65.83
Current: 16.2

1.45
65.83
Price/DCF (Projected) 2.80
EV's Price/DCF (Projected) is ranked higher than
83% of the 2287 Companies
in the Global Asset Management industry.

( Industry Median: 0.00 vs. EV: 2.80 )
EV' s 10-Year Price/DCF (Projected) Range
Min: 1   Max: 3.13
Current: 2.8

1
3.13
Price/Median PS Value 1.00
EV's Price/Median PS Value is ranked higher than
85% of the 2287 Companies
in the Global Asset Management industry.

( Industry Median: 1.52 vs. EV: 1.00 )
EV' s 10-Year Price/Median PS Value Range
Min: 0.27   Max: 1.67
Current: 1

0.27
1.67
Price/Peter Lynch Fair Value 2.80
EV's Price/Peter Lynch Fair Value is ranked higher than
94% of the 2287 Companies
in the Global Asset Management industry.

( Industry Median: 0.00 vs. EV: 2.80 )
EV' s 10-Year Price/Peter Lynch Fair Value Range
Min: 0.59   Max: 14.74
Current: 2.8

0.59
14.74
Price/Graham Number 3.60
EV's Price/Graham Number is ranked higher than
63% of the 2287 Companies
in the Global Asset Management industry.

( Industry Median: 3.37 vs. EV: 3.60 )
EV' s 10-Year Price/Graham Number Range
Min: 0.74   Max: 30.04
Current: 3.6

0.74
30.04
Earnings Yield (Greenblatt) 24.60
EV's Earnings Yield (Greenblatt) is ranked higher than
81% of the 1848 Companies
in the Global Asset Management industry.

( Industry Median: 4.50 vs. EV: 24.60 )
EV' s 10-Year Earnings Yield (Greenblatt) Range
Min: 3   Max: 24.6
Current: 24.6

3
24.6
Forward Rate of Return (Yacktman) 9.00
EV's Forward Rate of Return (Yacktman) is ranked higher than
72% of the 654 Companies
in the Global Asset Management industry.

( Industry Median: 7.55 vs. EV: 9.00 )
EV' s 10-Year Forward Rate of Return (Yacktman) Range
Min: -0.5   Max: 22.1
Current: 9

-0.5
22.1

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

Headlines

Articles On GuruFocus.com
The Cheapest Dividend Growers From The MidCap 400 Dividend Aristocrats Index Feb 08 2015 
6 Dividend Champs With Double-Digit EPS Growth Prospects Jan 10 2015 
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 

More From Other Websites
Eaton Vance Corp Reports March 31, 2015 Assets under Management Apr 22 2015
Eaton Vance Declares Quarterly Dividend and Authorizes the Repurchase of up to 8 million shares Apr 22 2015
MOVES- McGraw Hill, Barclays, UBS, BNY Mellon Apr 20 2015
MOVES- McGraw Hill, Barclays, UBS, BNY Mellon Apr 20 2015
Reminder - Capital Link's 14th Annual Closed-End Funds & Global ETFs Forum Thursday, April 23, 2015... Apr 20 2015
Morning Funds News: Carlyle Closing Funds, Gold Slips, Corzine Hedge Fund? Apr 20 2015
MOVES-Eaton Vance unit appoints David Miles as VP, UK Financial Institutions Apr 20 2015
Eaton Vance Enhanced Equity Income Fund II Report of Earnings Apr 17 2015
Eaton Vance Tax-Advantaged Bond and Option Strategies Fund Report of Earnings Apr 17 2015
Eaton Vance Risk-Managed Diversified Equity Income Fund Report of Earnings Apr 17 2015
Eaton Vance Enhanced Equity Income Fund Report Of Earnings Apr 17 2015
Eaton Vance Municipal Income 2028 Term Trust Report of Earnings Apr 15 2015
Eaton Vance California Municipal Bond Fund II Report of Earnings Apr 15 2015
Eaton Vance California Municipal Bond Fund Report Of Earnings Apr 15 2015
Eaton Vance National Municipal Opportunities Trust Report of Earnings Apr 15 2015
Eaton Vance New York Municipal Bond Fund II Report Of Earnings Apr 15 2015
Eaton Vance Municipal Bond Fund Report Of Earnings Apr 15 2015
Eaton Vance Municipal Bond Fund II Report Of Earnings Apr 15 2015
Eaton Vance New Jersey Municipal Bond Fund Report Of Earnings Apr 15 2015
Eaton Vance New York Municipal Bond Fund Report Of Earnings Apr 15 2015

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)
FEEDBACK