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Also traded in: Germany

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 : 6/10

vs
industry
vs
history
Cash-to-Debt 0.55
EV's Cash-to-Debt is ranked lower than
76% of the 973 Companies
in the Global Asset Management industry.

( Industry Median: 85.28 vs. EV: 0.55 )
Ranked among companies with meaningful Cash-to-Debt only.
EV' s Cash-to-Debt Range Over the Past 10 Years
Min: 0.11  Med: 0.76 Max: No Debt
Current: 0.55
0.11
No Debt
Equity-to-Asset 0.31
EV's Equity-to-Asset is ranked lower than
75% of the 841 Companies
in the Global Asset Management industry.

( Industry Median: 0.76 vs. EV: 0.31 )
Ranked among companies with meaningful Equity-to-Asset only.
EV' s Equity-to-Asset Range Over the Past 10 Years
Min: 0.17  Med: 0.37 Max: 0.8
Current: 0.31
0.17
0.8
Debt-to-Equity 1.11
EV's Debt-to-Equity is ranked lower than
68% of the 490 Companies
in the Global Asset Management industry.

( Industry Median: 0.30 vs. EV: 1.11 )
Ranked among companies with meaningful Debt-to-Equity only.
EV' s Debt-to-Equity Range Over the Past 10 Years
Min: 0.07  Med: 0.75 Max: 3.5
Current: 1.11
0.07
3.5
Debt-to-EBITDA 2.49
EV's Debt-to-EBITDA is ranked higher than
63% of the 457 Companies
in the Global Asset Management industry.

( Industry Median: 2.59 vs. EV: 2.49 )
Ranked among companies with meaningful Debt-to-EBITDA only.
EV' s Debt-to-EBITDA Range Over the Past 10 Years
Min: 1.21  Med: 1.66 Max: 2.52
Current: 2.49
1.21
2.52
Interest Coverage 14.27
EV's Interest Coverage is ranked lower than
71% of the 762 Companies
in the Global Asset Management industry.

( Industry Median: 9999.00 vs. EV: 14.27 )
Ranked among companies with meaningful Interest Coverage only.
EV' s Interest Coverage Range Over the Past 10 Years
Min: 6.92  Med: 10.01 Max: 17.56
Current: 14.27
6.92
17.56
Piotroski F-Score: 5
Altman Z-Score: 3.10
Beneish M-Score: -2.07
WACC vs ROIC
12.79%
28.16%
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 : 7/10

vs
industry
vs
history
Operating Margin % 32.62
EV's Operating Margin % is ranked higher than
56% of the 690 Companies
in the Global Asset Management industry.

( Industry Median: 26.45 vs. EV: 32.62 )
Ranked among companies with meaningful Operating Margin % only.
EV' s Operating Margin % Range Over the Past 10 Years
Min: 26.19  Med: 32.04 Max: 35.84
Current: 32.62
26.19
35.84
Net Margin % 22.44
EV's Net Margin % is ranked lower than
56% of the 852 Companies
in the Global Asset Management industry.

( Industry Median: 26.39 vs. EV: 22.44 )
Ranked among companies with meaningful Net Margin % only.
EV' s Net Margin % Range Over the Past 10 Years
Min: 14.28  Med: 17.02 Max: 20.98
Current: 22.44
14.28
20.98
ROE % 35.26
EV's ROE % is ranked higher than
94% of the 959 Companies
in the Global Asset Management industry.

( Industry Median: 6.19 vs. EV: 35.26 )
Ranked among companies with meaningful ROE % only.
EV' s ROE % Range Over the Past 10 Years
Min: 30.24  Med: 41.94 Max: 83.39
Current: 35.26
30.24
83.39
ROA % 13.73
EV's ROA % is ranked higher than
86% of the 978 Companies
in the Global Asset Management industry.

( Industry Median: 3.04 vs. EV: 13.73 )
Ranked among companies with meaningful ROA % only.
EV' s ROA % Range Over the Past 10 Years
Min: 8.84  Med: 13.31 Max: 20.22
Current: 13.73
8.84
20.22
ROC (Joel Greenblatt) % 1082.84
EV's ROC (Joel Greenblatt) % is ranked higher than
82% of the 658 Companies
in the Global Asset Management industry.

( Industry Median: 66.11 vs. EV: 1082.84 )
Ranked among companies with meaningful ROC (Joel Greenblatt) % only.
EV' s ROC (Joel Greenblatt) % Range Over the Past 10 Years
Min: 382.13  Med: 845.46 Max: 1135.39
Current: 1082.84
382.13
1135.39
3-Year Revenue Growth Rate 3.30
EV's 3-Year Revenue Growth Rate is ranked higher than
50% of the 703 Companies
in the Global Asset Management industry.

( Industry Median: 3.10 vs. EV: 3.30 )
Ranked among companies with meaningful 3-Year Revenue Growth Rate only.
EV' s 3-Year Revenue Growth Rate Range Over the Past 10 Years
Min: -3.6  Med: 11.25 Max: 36.3
Current: 3.3
-3.6
36.3
3-Year EBITDA Growth Rate -1.10
EV's 3-Year EBITDA Growth Rate is ranked lower than
60% of the 507 Companies
in the Global Asset Management industry.

( Industry Median: 5.80 vs. EV: -1.10 )
Ranked among companies with meaningful 3-Year EBITDA Growth Rate only.
EV' s 3-Year EBITDA Growth Rate Range Over the Past 10 Years
Min: -4.7  Med: 8.2 Max: 48.1
Current: -1.1
-4.7
48.1
3-Year EPS without NRI Growth Rate -0.30
EV's 3-Year EPS without NRI Growth Rate is ranked lower than
59% of the 628 Companies
in the Global Asset Management industry.

( Industry Median: 6.40 vs. EV: -0.30 )
Ranked among companies with meaningful 3-Year EPS without NRI Growth Rate only.
EV' s 3-Year EPS without NRI Growth Rate Range Over the Past 10 Years
Min: 0  Med: 10.55 Max: 58
Current: -0.3
0
58
GuruFocus has detected 3 Warning Signs with Eaton Vance Corp EV.
More than 500,000 people have already joined GuruFocus to track the stocks they follow and exchange investment ideas.
» EV's 30-Y Financials

Financials (Next Earnings Date: 2019-02-22 Est.)


Revenue & Net Income
Cash & Debt
Operating Cash Flow & Free Cash Flow
Operating Cash Flow & Net Income

» Details

Guru Trades

Q4 2017

EV Guru Trades in Q4 2017

Paul Tudor Jones 4,268 sh (New)
Jim Simons 148,600 sh (New)
Pioneer Investments 41,876 sh (New)
Steven Cohen 145,500 sh (+844.81%)
Columbia Wanger 1,286,473 sh (+8.44%)
Barrow, Hanley, Mewhinney & Strauss 541 sh (unchged)
» More
Q1 2018

EV Guru Trades in Q1 2018

Barrow, Hanley, Mewhinney & Strauss 564 sh (+4.25%)
Pioneer Investments 43,868 sh (+4.76%)
Paul Tudor Jones Sold Out
Jim Simons Sold Out
Steven Cohen 22,400 sh (-84.60%)
» More
Q2 2018

EV Guru Trades in Q2 2018

Steven Cohen 35,000 sh (+56.25%)
Barrow, Hanley, Mewhinney & Strauss 313 sh (-44.50%)
Pioneer Investments 41,891 sh (-4.51%)
» More
Q3 2018

EV Guru Trades in Q3 2018

Jim Simons 11,300 sh (New)
Pioneer Investments 45,582 sh (+8.81%)
Barrow, Hanley, Mewhinney & Strauss 313 sh (unchged)
Steven Cohen 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%)

Guru Date Action
Impact Price Range
(Average)*
Change from Average Comment Current Shares
» Interactive Charts

Peter Lynch Chart ( What is Peter Lynch Charts )

Business Description

Industry: Asset Management » Asset Management    NAICS: 523920    SIC: 6282
Compare:HKSE:01031, XPAR:RF, BSP:BPAC3, NAS:CG, NYSE:JHG, NAS:ARCC, OSTO:LATO B, NYSE:OAK, XPAR:MF, XBRU:ACKB, XBRU:SOF, TSX:IGM, TSX:CIX, TSE:8473, SHSE:601108, LSE:INVP, TPE:2883, XTER:GLJ, ASX:CGF, XBRU:KBCA » details
Traded in other countries:EVCN.Germany,
Headquarter Location:USA
Eaton Vance Corp is engaged in providing asset management and investment advisory services to institutional and individual investors, high-net-worth clients, institutional separate accounts, and retail managed accounts.

Eaton Vance provides asset management and investment advisory services to institutional and individual investors. The firm specializes in tax-managed equity and fixed-income investments and is the third-largest issuer of closed-end funds. Eaton Vance provides investment advisory services primarily for high-net-worth clients, institutional separate accounts, and retail managed accounts, distributing most of its products through financial intermediaries in the advisory channel.

Ratios

vs
industry
vs
history
PE Ratio 11.24
EV's PE Ratio is ranked lower than
65% of the 723 Companies
in the Global Asset Management industry.

( Industry Median: 14.21 vs. EV: 11.24 )
Ranked among companies with meaningful PE Ratio only.
EV' s PE Ratio Range Over the Past 10 Years
Min: 8.81  Med: 20.09 Max: 31.92
Current: 11.24
8.81
31.92
Forward PE Ratio 10.31
EV's Forward PE Ratio is ranked lower than
58% of the 134 Companies
in the Global Asset Management industry.

( Industry Median: 12.61 vs. EV: 10.31 )
Ranked among companies with meaningful Forward PE Ratio only.
N/A
PE Ratio without NRI 11.24
EV's PE Ratio without NRI is ranked lower than
66% of the 718 Companies
in the Global Asset Management industry.

( Industry Median: 14.25 vs. EV: 11.24 )
Ranked among companies with meaningful PE Ratio without NRI only.
EV' s PE Ratio without NRI Range Over the Past 10 Years
Min: 8.81  Med: 20.09 Max: 31.92
Current: 11.24
8.81
31.92
PB Ratio 3.69
EV's PB Ratio is ranked lower than
93% of the 949 Companies
in the Global Asset Management industry.

( Industry Median: 1.04 vs. EV: 3.69 )
Ranked among companies with meaningful PB Ratio only.
EV' s PB Ratio Range Over the Past 10 Years
Min: 3.75  Med: 7.03 Max: 33.63
Current: 3.69
3.75
33.63
PS Ratio 2.55
EV's PS Ratio is ranked higher than
56% of the 773 Companies
in the Global Asset Management industry.

( Industry Median: 4.55 vs. EV: 2.55 )
Ranked among companies with meaningful PS Ratio only.
EV' s PS Ratio Range Over the Past 10 Years
Min: 1.58  Med: 3.41 Max: 4.9
Current: 2.55
1.58
4.9
Price-to-Free-Cash-Flow 43.47
EV's Price-to-Free-Cash-Flow is ranked lower than
95% of the 269 Companies
in the Global Asset Management industry.

( Industry Median: 13.02 vs. EV: 43.47 )
Ranked among companies with meaningful Price-to-Free-Cash-Flow only.
EV' s Price-to-Free-Cash-Flow Range Over the Past 10 Years
Min: 8.9  Med: 30.15 Max: 751.76
Current: 43.47
8.9
751.76
Price-to-Operating-Cash-Flow 36.95
EV's Price-to-Operating-Cash-Flow is ranked lower than
95% of the 456 Companies
in the Global Asset Management industry.

( Industry Median: 11.64 vs. EV: 36.95 )
Ranked among companies with meaningful Price-to-Operating-Cash-Flow only.
EV' s Price-to-Operating-Cash-Flow Range Over the Past 10 Years
Min: 8.6  Med: 23.15 Max: 322.18
Current: 36.95
8.6
322.18
EV-to-EBIT 8.02
EV's EV-to-EBIT is ranked lower than
51% of the 556 Companies
in the Global Asset Management industry.

( Industry Median: 11.96 vs. EV: 8.02 )
Ranked among companies with meaningful EV-to-EBIT only.
EV' s EV-to-EBIT Range Over the Past 10 Years
Min: 5.2  Med: 11.4 Max: 17.6
Current: 8.02
5.2
17.6
EV-to-EBITDA 7.77
EV's EV-to-EBITDA is ranked lower than
52% of the 567 Companies
in the Global Asset Management industry.

( Industry Median: 11.05 vs. EV: 7.77 )
Ranked among companies with meaningful EV-to-EBITDA only.
EV' s EV-to-EBITDA Range Over the Past 10 Years
Min: 5  Med: 10.7 Max: 16.3
Current: 7.77
5
16.3
EV-to-Revenue 2.74
EV's EV-to-Revenue is ranked higher than
62% of the 737 Companies
in the Global Asset Management industry.

( Industry Median: 5.44 vs. EV: 2.74 )
Ranked among companies with meaningful EV-to-Revenue only.
EV' s EV-to-Revenue Range Over the Past 10 Years
Min: 1.7  Med: 3.7 Max: 4.8
Current: 2.74
1.7
4.8
PEG Ratio 8.50
EV's PEG Ratio is ranked lower than
95% of the 165 Companies
in the Global Asset Management industry.

( Industry Median: 1.02 vs. EV: 8.50 )
Ranked among companies with meaningful PEG Ratio only.
EV' s PEG Ratio Range Over the Past 10 Years
Min: 0.78  Med: 3.06 Max: 42.6
Current: 8.5
0.78
42.6
Shiller PE Ratio 17.13
EV's Shiller PE Ratio is ranked lower than
70% of the 269 Companies
in the Global Asset Management industry.

( Industry Median: 18.33 vs. EV: 17.13 )
Ranked among companies with meaningful Shiller PE Ratio only.
EV' s Shiller PE Ratio Range Over the Past 10 Years
Min: 16.4  Med: 27.44 Max: 61.07
Current: 17.13
16.4
61.07
Current Ratio 2.87
EV's Current Ratio is ranked lower than
58% of the 750 Companies
in the Global Asset Management industry.

( Industry Median: 3.98 vs. EV: 2.87 )
Ranked among companies with meaningful Current Ratio only.
EV' s Current Ratio Range Over the Past 10 Years
Min: 0.63  Med: 2.69 Max: 7.89
Current: 2.87
0.63
7.89
Quick Ratio 2.87
EV's Quick Ratio is ranked lower than
56% of the 751 Companies
in the Global Asset Management industry.

( Industry Median: 3.62 vs. EV: 2.87 )
Ranked among companies with meaningful Quick Ratio only.
EV' s Quick Ratio Range Over the Past 10 Years
Min: 0.63  Med: 2.69 Max: 7.89
Current: 2.87
0.63
7.89
Days Sales Outstanding 50.76
EV's Days Sales Outstanding is ranked lower than
54% of the 469 Companies
in the Global Asset Management industry.

( Industry Median: 41.14 vs. EV: 50.76 )
Ranked among companies with meaningful Days Sales Outstanding only.
EV' s Days Sales Outstanding Range Over the Past 10 Years
Min: 40.33  Med: 47.38 Max: 50.6
Current: 50.76
40.33
50.6
Days Payable 45.31
EV's Days Payable is ranked lower than
56% of the 293 Companies
in the Global Asset Management industry.

( Industry Median: 53.45 vs. EV: 45.31 )
Ranked among companies with meaningful Days Payable only.
EV' s Days Payable Range Over the Past 10 Years
Min: 35.34  Med: 39.46 Max: 99.43
Current: 45.31
35.34
99.43

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield % 3.66
EV's Dividend Yield % is ranked lower than
73% of the 1130 Companies
in the Global Asset Management industry.

( Industry Median: 7.22 vs. EV: 3.66 )
Ranked among companies with meaningful Dividend Yield % only.
EV' s Dividend Yield % Range Over the Past 10 Years
Min: 1.3  Med: 2.32 Max: 4.35
Current: 3.66
1.3
4.35
Dividend Payout Ratio 0.42
EV's Dividend Payout Ratio is ranked higher than
59% of the 618 Companies
in the Global Asset Management industry.

( Industry Median: 0.56 vs. EV: 0.42 )
Ranked among companies with meaningful Dividend Payout Ratio only.
EV' s Dividend Payout Ratio Range Over the Past 10 Years
Min: 0.37  Med: 0.47 Max: 0.58
Current: 0.42
0.37
0.58
3-Year Dividend Growth Rate 8.10
EV's 3-Year Dividend Growth Rate is ranked higher than
60% of the 378 Companies
in the Global Asset Management industry.

( Industry Median: 5.20 vs. EV: 8.10 )
Ranked among companies with meaningful 3-Year Dividend Growth Rate only.
EV' s 3-Year Dividend Growth Rate Range Over the Past 10 Years
Min: 6.3  Med: 16.6 Max: 37.5
Current: 8.1
6.3
37.5
Forward Dividend Yield % 4.01
EV's Forward Dividend Yield % is ranked lower than
78% of the 1041 Companies
in the Global Asset Management industry.

( Industry Median: 4.37 vs. EV: 4.01 )
Ranked among companies with meaningful Forward Dividend Yield % only.
N/A
5-Year Yield-on-Cost % 5.55
EV's 5-Year Yield-on-Cost % is ranked lower than
60% of the 1124 Companies
in the Global Asset Management industry.

( Industry Median: 4.60 vs. EV: 5.55 )
Ranked among companies with meaningful 5-Year Yield-on-Cost % only.
EV' s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 1.97  Med: 3.52 Max: 6.6
Current: 5.55
1.97
6.6
3-Year Average Share Buyback Ratio -0.10
EV's 3-Year Average Share Buyback Ratio is ranked higher than
65% of the 587 Companies
in the Global Asset Management industry.

( Industry Median: -1.30 vs. EV: -0.10 )
Ranked among companies with meaningful 3-Year Average Share Buyback Ratio only.
EV' s 3-Year Average Share Buyback Ratio Range Over the Past 10 Years
Min: -7.7  Med: 0.5 Max: 4
Current: -0.1
-7.7
4

Valuation & Return

vs
industry
vs
history
Price-to-Tangible-Book 5.33
EV's Price-to-Tangible-Book is ranked lower than
92% of the 890 Companies
in the Global Asset Management industry.

( Industry Median: 1.07 vs. EV: 5.33 )
Ranked among companies with meaningful Price-to-Tangible-Book only.
EV' s Price-to-Tangible-Book Range Over the Past 10 Years
Min: 1.28  Med: 9.78 Max: 955.13
Current: 5.33
1.28
955.13
Price-to-Intrinsic-Value-Projected-FCF 1.73
EV's Price-to-Intrinsic-Value-Projected-FCF is ranked lower than
88% of the 315 Companies
in the Global Asset Management industry.

( Industry Median: 1.06 vs. EV: 1.73 )
Ranked among companies with meaningful Price-to-Intrinsic-Value-Projected-FCF only.
EV' s Price-to-Intrinsic-Value-Projected-FCF Range Over the Past 10 Years
Min: 0.76  Med: 1.99 Max: 3.41
Current: 1.73
0.76
3.41
Price-to-Intrinsic-Value-DCF (Earnings Based) 0.89
EV's Price-to-Intrinsic-Value-DCF (Earnings Based) is ranked lower than
75% of the 24 Companies
in the Global Asset Management industry.

( Industry Median: 1.10 vs. EV: 0.89 )
Ranked among companies with meaningful Price-to-Intrinsic-Value-DCF (Earnings Based) only.
EV' s Price-to-Intrinsic-Value-DCF (Earnings Based) Range Over the Past 10 Years
Min: 0.58  Med: 1.61 Max: 4.46
Current: 0.89
0.58
4.46
Price-to-Median-PS-Value 0.75
EV's Price-to-Median-PS-Value is ranked lower than
64% of the 610 Companies
in the Global Asset Management industry.

( Industry Median: 0.99 vs. EV: 0.75 )
Ranked among companies with meaningful Price-to-Median-PS-Value only.
EV' s Price-to-Median-PS-Value Range Over the Past 10 Years
Min: 0.29  Med: 1.09 Max: 1.82
Current: 0.75
0.29
1.82
Price-to-Graham-Number 1.70
EV's Price-to-Graham-Number is ranked lower than
88% of the 576 Companies
in the Global Asset Management industry.

( Industry Median: 0.92 vs. EV: 1.70 )
Ranked among companies with meaningful Price-to-Graham-Number only.
EV' s Price-to-Graham-Number Range Over the Past 10 Years
Min: 0.65  Med: 2.96 Max: 32.39
Current: 1.7
0.65
32.39
Earnings Yield (Greenblatt) % 12.47
EV's Earnings Yield (Greenblatt) % is ranked higher than
67% of the 841 Companies
in the Global Asset Management industry.

( Industry Median: 4.43 vs. EV: 12.47 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) % only.
EV' s Earnings Yield (Greenblatt) % Range Over the Past 10 Years
Min: 5.7  Med: 8.8 Max: 19.3
Current: 12.47
5.7
19.3
Forward Rate of Return (Yacktman) % 8.68
EV's Forward Rate of Return (Yacktman) % is ranked lower than
55% of the 289 Companies
in the Global Asset Management industry.

( Industry Median: 8.62 vs. EV: 8.68 )
Ranked among companies with meaningful Forward Rate of Return (Yacktman) % only.
EV' s Forward Rate of Return (Yacktman) % Range Over the Past 10 Years
Min: 3.6  Med: 10.5 Max: 20.2
Current: 8.68
3.6
20.2

More Statistics

Revenue (TTM) (Mil) $1,702.25
EPS (TTM) $ 3.11
Beta1.89
Volatility19.60%
52-Week Range $34.92 - 60.95
Shares Outstanding (Mil)116.95

Analyst Estimate

Oct19 Oct20
Revenue (Mil $) 1,687 1,365
EBIT (Mil $) 570 592
EBITDA (Mil $) 620 634
EPS ($) 3.45 3.73
EPS without NRI ($) 3.45 3.73
EPS Growth Rate
(Future 3Y To 5Y Estimate)
3.48%
Dividends per Share ($) 1.43 1.50

Piotroski F-Score Details

Piotroski F-Score: 55
Positive ROAY
Positive CFROAY
Higher ROA yoyY
CFROA > ROAN
Lower Leverage yoyN
Higher Current Ratio yoyN
Less Shares Outstanding yoyN
Higher Gross Margin yoyY
Higher Asset Turnover yoyY

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