Eaton Vance Corp
$
39.55
-0.85 (-2.1%)
| Volume: | 830,425 | Avg Vol (1m): | 744,796 |
| Market Cap $: | 4.53 Bil | Enterprise Value $: | 5.56 Bil |
| P/E (TTM): | 11.84 | P/B: | 4.15 |
| Earnings Power Value | 22.51 |
| Net Current Asset Value | -15.07 |
| Tangible Book | 6.58 |
| Projected FCF | 22.55 |
| Median P/S Value | 46.81 |
| Graham Number | 22.23 |
| Peter Lynch Value | 0 |
| DCF (FCF Based) | 0 |
| DCF (Earnings Based) | 43.29 |
1Y (-%)
Manual of Stocks™ Web
Financial Strength : 6/10
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.
| Current | vs industry | vs history | |
|---|---|---|---|
| Cash-to-Debt | 0.36 |
Cash-To-Debt ranked
lower than
78.57%
of
1171
companies
in the
Asset Management
industry.
Industry Max: 74441.86, Med: 480, Min: 0.01
EV:
0.36
Ranked among companies with meaningful Cash-To-Debt only.
|
Cash-To-Debt range over the past 10 years
Min: 0.11, Med: 0.76, Max: 10000
Current: 0.36
|
| Equity-to-Asset | 0.30 |
Equity-to-Asset ranked
lower than
81.62%
of
1023
companies
in the
Asset Management
industry.
Industry Max: 1.07, Med: 0.76, Min: -3.65
EV:
0.3
Ranked among companies with meaningful Equity-to-Asset only.
|
Equity-to-Asset range over the past 10 years
Min: 0.17, Med: 0.37, Max: 0.8
Current: 0.3
|
| Debt-to-Equity | 1.43 |
Debt-to-Equity ranked
lower than
84.21%
of
570
companies
in the
Asset Management
industry.
Industry Max: 26.83, Med: 0.33, Min: 0.01
EV:
1.43
Ranked among companies with meaningful Debt-to-Equity only.
|
Debt-to-Equity range over the past 10 years
Min: 0.07, Med: 0.78, Max: 3.5
Current: 1.43
|
| Debt-to-EBITDA | 2.61 |
Debt-to-EBITDA ranked
higher than
54.22%
of
498
companies
in the
Asset Management
industry.
Industry Max: 3750, Med: 2.9, Min: 0.01
EV:
2.61
Ranked among companies with meaningful Debt-to-EBITDA only.
|
Debt-to-EBITDA range over the past 10 years
Min: 1.21, Med: 1.96, Max: 2.61
Current: 2.61
|
| Interest Coverage | 9.28 |
Interest Coverage ranked
lower than
73.88%
of
938
companies
in the
Asset Management
industry.
Industry Max: 80954, Med: 9999, Min: 0.07
EV:
9.28
Ranked among companies with meaningful Interest Coverage only.
|
Interest Coverage range over the past 10 years
Min: 6.92, Med: 10.01, Max: 17.56
Current: 9.28
|
| Piotroski F-Score | 4 |
0
1
2
3
4
5
6
7
8
9
| |
| Altman Z-Score | 2.96 |
DISTRESS
GREY
SAFE
| |
| Beneish M-Score | -2.32 |
Not Manipulator
Manipulator
| |
| WACC vs ROIC % |
ROIC 22.2%
WACC 10.08%
| ||
Profitability & Growth : 7/10
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company's business will stay that way.
| Current | vs industry | vs history | |
|---|---|---|---|
| Operating Margin % | 31.75 |
Operating Margin ranked
higher than
63.68%
of
826
companies
in the
Asset Management
industry.
Industry Max: 7355.88, Med: 17.78, Min: -617150
EV:
31.75
Ranked among companies with meaningful Operating Margin only.
|
Operating Margin range over the past 10 years
Min: 26.19, Med: 32.04, Max: 35.84
Current: 31.75
|
| Net Margin % | 23.50 |
Net Margin ranked
higher than
52.10%
of
1046
companies
in the
Asset Management
industry.
Industry Max: 140936.36, Med: 20.33, Min: -1076050
EV:
23.5
Ranked among companies with meaningful Net Margin only.
|
Net Margin range over the past 10 years
Min: 14.28, Med: 17.02, Max: 23.5
Current: 23.5
|
| ROE % | 36.24 |
ROE ranked
higher than
95.06%
of
1154
companies
in the
Asset Management
industry.
Industry Max: 220.53, Med: 4.2, Min: -9822.09
EV:
36.24
Ranked among companies with meaningful ROE only.
|
ROE range over the past 10 years
Min: 30.24, Med: 37.2, Max: 49.36
Current: 36.24
|
| ROA % | 12.25 |
ROA ranked
higher than
88.45%
of
1186
companies
in the
Asset Management
industry.
Industry Max: 326.09, Med: 1.87, Min: -2894.93
EV:
12.25
Ranked among companies with meaningful ROA only.
|
ROA range over the past 10 years
Min: 8.84, Med: 12.81, Max: 14.94
Current: 12.25
|
| ROC (Joel Greenblatt) % | 1002.42 |
ROC (Joel Greenblatt) ranked
higher than
87.73%
of
799
companies
in the
Asset Management
industry.
Industry Max: 99999999.99, Med: 29.92, Min: -99999999.99
EV:
1002.42
Ranked among companies with meaningful ROC (Joel Greenblatt) only.
|
ROC (Joel Greenblatt) range over the past 10 years
Min: 382.13, Med: 845.46, Max: 1148.03
Current: 1002.42
|
| 3-Year Total Revenue Growth Rate | 6.60 |
3-Year Revenue Growth Rate ranked
higher than
53.14%
of
843
companies
in the
Asset Management
industry.
Industry Max: 3123.9, Med: 3.7, Min: -375.9
EV:
5.2
Ranked among companies with meaningful 3-Year Revenue Growth Rate only.
|
3-Year Revenue Growth Rate range over the past 10 years
Min: -3.6, Med: 11, Max: 36.3
Current: 5.2
|
| 3-Year Total EBITDA Growth Rate | 12.40 |
3-Year EBITDA Growth Rate ranked
higher than
58.89%
of
596
companies
in the
Asset Management
industry.
Industry Max: 1406.7, Med: 5.8, Min: -698.2
EV:
10.9
Ranked among companies with meaningful 3-Year EBITDA Growth Rate only.
|
3-Year EBITDA Growth Rate range over the past 10 years
Min: -4.7, Med: 8.4, Max: 48.1
Current: 10.9
|
| 3-Year EPS w/o NRI Growth Rate | 17.40 |
3-Year EPS w/o NRI Growth Rate ranked
higher than
67.36%
of
723
companies
in the
Asset Management
industry.
Industry Max: 1406.7, Med: 6.6, Min: -431.3
EV:
17.4
Ranked among companies with meaningful 3-Year EPS w/o NRI Growth Rate only.
|
3-Year EPS w/o NRI Growth Rate range over the past 10 years
Min: 0, Med: 11.4, Max: 58
Current: 17.4
|
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Business Description
| Industry | Asset Management » Asset Management   NAICS : 523920   SIC : 6282 |
| Compare | TSE:8473 XTER:GLJ BOM:541729 TPE:2883 LSE:BUR NYSE:JHG SHSE:600816 LSE:ICP BOM:500490 XBRU:ACKB LSE:ASHM LSE:INVP ASX:MFG OSL:AKER XPAR:RF JSE:PSG XBRU:KBCA ISX:SMMA TSX:ONEX NYSE:AMG |
| Traded in other countries | EVCN.Germany |
| Address | Two International Place, Boston, MA, USA, 02110 |
| 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
| Current | vs industry | vs history | |
|---|---|---|---|
| PE Ratio (TTM) | 11.84 |
PE Ratio ranked
lower than
50.86%
of
810
companies
in the
Asset Management
industry.
Industry Max: 10330.11, Med: 12.95, Min: 0
EV:
11.84
Ranked among companies with meaningful PE Ratio only.
|
PE Ratio range over the past 10 years
Min: 8.81, Med: 19.71, Max: 31.92
Current: 11.84
|
| Forward PE Ratio | 12.90 |
Forward P/E ranked
lower than
69.28%
of
153
companies
in the
Asset Management
industry.
Industry Max: 256.41, Med: 11.07, Min: 3.82
EV:
12.9
Ranked among companies with meaningful Forward P/E only.
| N/A |
| PE Ratio without NRI | 11.84 |
PE without NRI ranked
higher than
50.06%
of
787
companies
in the
Asset Management
industry.
Industry Max: 10330.11, Med: 13.2, Min: 0.01
EV:
11.84
Ranked among companies with meaningful PE without NRI only.
|
PE without NRI range over the past 10 years
Min: 8.81, Med: 19.71, Max: 31.92
Current: 11.84
|
| Price-to-Owner-Earnings | 66.70 |
Price-to-Owner-Earnings ranked
lower than
100.00%
of
352
companies
in the
Asset Management
industry.
Industry Max: 1493.89, Med: 11.34, Min: 0.09
EV:
66.7
Ranked among companies with meaningful Price-to-Owner-Earnings only.
|
Price-to-Owner-Earnings range over the past 10 years
Min: 12.03, Med: 35.31, Max: 149.61
Current: 66.7
|
| PB Ratio | 4.15 |
PB Ratio ranked
lower than
90.69%
of
1181
companies
in the
Asset Management
industry.
Industry Max: 1020, Med: 0.99, Min: 0.01
EV:
4.15
Ranked among companies with meaningful PB Ratio only.
|
PB Ratio range over the past 10 years
Min: 3.52, Med: 6.88, Max: 20.92
Current: 4.15
|
| PS Ratio | 2.82 |
PS Ratio ranked
higher than
61.43%
of
967
companies
in the
Asset Management
industry.
Industry Max: 9000, Med: 4.18, Min: 0.01
EV:
2.82
Ranked among companies with meaningful PS Ratio only.
|
PS Ratio range over the past 10 years
Min: 1.58, Med: 3.35, Max: 4.58
Current: 2.82
|
| Price-to-Free-Cash-Flow | 23.86 |
Price-to-Free-Cash-Flow ranked
lower than
84.52%
of
310
companies
in the
Asset Management
industry.
Industry Max: 2951.67, Med: 13.33, Min: 0.14
EV:
23.86
Ranked among companies with meaningful Price-to-Free-Cash-Flow only.
|
Price-to-Free-Cash-Flow range over the past 10 years
Min: 8.9, Med: 30.2, Max: 751.76
Current: 23.86
|
| Price-to-Operating-Cash-Flow | 21.24 |
Price-to-Operating-Cash-Flow ranked
lower than
81.35%
of
547
companies
in the
Asset Management
industry.
Industry Max: 977.27, Med: 10.94, Min: 0.22
EV:
21.24
Ranked among companies with meaningful Price-to-Operating-Cash-Flow only.
|
Price-to-Operating-Cash-Flow range over the past 10 years
Min: 8.6, Med: 23.34, Max: 322.18
Current: 21.24
|
| EV-to-EBIT | 9.20 |
EV-to-EBIT ranked
higher than
56.96%
of
618
companies
in the
Asset Management
industry.
Industry Max: 209280.07, Med: 11.02, Min: 0.03
EV:
9.2
Ranked among companies with meaningful EV-to-EBIT only.
|
EV-to-EBIT range over the past 10 years
Min: 5.2, Med: 11.2, Max: 17.6
Current: 9.2
|
| EV-to-EBITDA | 8.92 |
EV-to-EBITDA ranked
higher than
55.75%
of
644
companies
in the
Asset Management
industry.
Industry Max: 209280.07, Med: 10.43, Min: 0.03
EV:
8.92
Ranked among companies with meaningful EV-to-EBITDA only.
|
EV-to-EBITDA range over the past 10 years
Min: 5, Med: 10.6, Max: 16.3
Current: 8.92
|
| EV-to-Revenue | 3.29 |
EV-to-Revenue ranked
higher than
62.62%
of
915
companies
in the
Asset Management
industry.
Industry Max: 73227.5, Med: 4.87, Min: 0.02
EV:
3.29
Ranked among companies with meaningful EV-to-Revenue only.
|
EV-to-Revenue range over the past 10 years
Min: 1.7, Med: 3.6, Max: 4.8
Current: 3.29
|
| PEG Ratio | 2.55 |
PEG Ratio ranked
lower than
78.36%
of
171
companies
in the
Asset Management
industry.
Industry Max: 1251.96, Med: 0.96, Min: 0.02
EV:
2.55
Ranked among companies with meaningful PEG Ratio only.
|
PEG Ratio range over the past 10 years
Min: 0.78, Med: 3, Max: 42.6
Current: 2.55
|
| Shiller PE Ratio | 18.51 |
Shiller PE Ratio ranked
lower than
63.87%
of
310
companies
in the
Asset Management
industry.
Industry Max: 11314.29, Med: 15.31, Min: 0.2
EV:
18.51
Ranked among companies with meaningful Shiller PE Ratio only.
|
Shiller PE Ratio range over the past 10 years
Min: 15.96, Med: 26.7, Max: 53.25
Current: 18.51
|
| Current Ratio | 3.49 |
Current Ratio ranked
lower than
56.65%
of
902
companies
in the
Asset Management
industry.
Industry Max: 250558.44, Med: 3.87, Min: 0.01
EV:
3.49
Ranked among companies with meaningful Current Ratio only.
|
Current Ratio range over the past 10 years
Min: 0.63, Med: 2.73, Max: 7.89
Current: 3.49
|
| Quick Ratio | 3.49 |
Quick Ratio ranked
lower than
55.54%
of
902
companies
in the
Asset Management
industry.
Industry Max: 250558.44, Med: 3.62, Min: 0.01
EV:
3.49
Ranked among companies with meaningful Quick Ratio only.
|
Quick Ratio range over the past 10 years
Min: 0.63, Med: 2.73, Max: 7.89
Current: 3.49
|
| Days Sales Outstanding | 51.03 |
Days Sales Outstanding ranked
lower than
54.26%
of
575
companies
in the
Asset Management
industry.
Industry Max: 951.81, Med: 43.7, Min: 0.01
EV:
51.03
Ranked among companies with meaningful Days Sales Outstanding only.
|
Days Sales Outstanding range over the past 10 years
Min: 40.33, Med: 47.85, Max: 51.03
Current: 51.03
|
| Days Payable | 44.66 |
Days Payable ranked
lower than
53.51%
of
484
companies
in the
Asset Management
industry.
Industry Max: 6975.03, Med: 57.32, Min: 0.08
EV:
44.66
Ranked among companies with meaningful Days Payable only.
|
Days Payable range over the past 10 years
Min: 37.1, Med: 40.56, Max: 99.43
Current: 44.66
|
Dividend & Buy Back
| Current | vs industry | vs history | |
|---|---|---|---|
| Dividend Yield % | 3.43 |
Trailing Dividend Yield ranked
lower than
64.07%
of
1130
companies
in the
Asset Management
industry.
Industry Max: 1040.72, Med: 4.62, Min: 0.01
EV:
3.43
Ranked among companies with meaningful Trailing Dividend Yield only.
|
Trailing Dividend Yield range over the past 10 years
Min: 1.46, Med: 2.35, Max: 4.35
Current: 3.43
|
| Dividend Payout Ratio | 0.41 |
Dividend Payout Ratio ranked
higher than
66.50%
of
597
companies
in the
Asset Management
industry.
Industry Max: 642.11, Med: 0.62, Min: 0.01
EV:
0.41
Ranked among companies with meaningful Dividend Payout Ratio only.
|
Dividend Payout Ratio range over the past 10 years
Min: 0.37, Med: 0.47, Max: 0.58
Current: 0.41
|
| 3-Year Dividend Growth Rate (Per Share) | 8.00 |
3-Year Dividend Growth Rate ranked
higher than
60.93%
of
407
companies
in the
Asset Management
industry.
Industry Max: 587.2, Med: 3.6, Min: -100
EV:
8
Ranked among companies with meaningful 3-Year Dividend Growth Rate only.
|
3-Year Dividend Growth Rate range over the past 10 years
Min: 6.3, Med: 16, Max: 37.5
Current: 8
|
| Forward Dividend Yield % | 3.47 |
Forward Dividend Yield ranked
lower than
66.95%
of
1041
companies
in the
Asset Management
industry.
Industry Max: 908.54, Med: 4.97, Min: 0.01
EV:
3.47
Ranked among companies with meaningful Forward Dividend Yield only.
| N/A |
| Yield-on-Cost (5-Year) % | 5.25 |
Yield-on-Cost (5y) ranked
lower than
53.34%
of
1108
companies
in the
Asset Management
industry.
Industry Max: 1040.72, Med: 5.2, Min: 0.01
EV:
5.25
Ranked among companies with meaningful Yield-on-Cost (5y) only.
|
Yield-on-Cost (5y) range over the past 10 years
Min: 2.24, Med: 3.6, Max: 6.66
Current: 5.25
|
| 3-Year Share Buyback Rate | -0.30 |
3-Year Share Buyback Rate ranked
higher than
60.48%
of
673
companies
in the
Asset Management
industry.
Industry Max: 100, Med: -1.2, Min: -534.1
EV:
-0.3
Ranked among companies with meaningful 3-Year Share Buyback Rate only.
|
3-Year Share Buyback Rate range over the past 10 years
Min: -7.7, Med: 0.4, Max: 4
Current: -0.3
|
Valuation & Return
| Current | vs industry | vs history | |
|---|---|---|---|
| Price-to-Tangible-Book | 6.01 |
Price-to-Tangible-Book ranked
lower than
90.69%
of
1128
companies
in the
Asset Management
industry.
Industry Max: 1207, Med: 1.02, Min: 0.01
EV:
6.01
Ranked among companies with meaningful Price-to-Tangible-Book only.
|
Price-to-Tangible-Book range over the past 10 years
Min: 1.28, Med: 9.59, Max: 955.13
Current: 6.01
|
| Price-to-Projected-FCF | 1.75 |
Price-to-Intrinsic-Value-Projected-FCF ranked
lower than
82.15%
of
381
companies
in the
Asset Management
industry.
Industry Max: 103.83, Med: 0.97, Min: 0.02
EV:
1.75
Ranked among companies with meaningful Price-to-Intrinsic-Value-Projected-FCF only.
|
Price-to-Intrinsic-Value-Projected-FCF range over the past 10 years
Min: 0.76, Med: 1.99, Max: 3.41
Current: 1.75
|
| Price-to-DCF (Earnings Based) | 0.91 |
Price-to-Intrinsic-Value-DCF (Earnings Based) ranked
higher than
50.00%
of
22
companies
in the
Asset Management
industry.
Industry Max: 5.18, Med: 1.02, Min: 0.02
EV:
0.91
Ranked among companies with meaningful Price-to-Intrinsic-Value-DCF (Earnings Based) only.
|
Price-to-Intrinsic-Value-DCF (Earnings Based) range over the past 10 years
Min: 0.58, Med: 1.58, Max: 4.46
Current: 0.91
|
| Price-to-Median-PS-Value | 0.84 |
Price-to-Median-PS-Value ranked
higher than
55.31%
of
763
companies
in the
Asset Management
industry.
Industry Max: 220, Med: 0.93, Min: 0.01
EV:
0.84
Ranked among companies with meaningful Price-to-Median-PS-Value only.
|
Price-to-Median-PS-Value range over the past 10 years
Min: 0.3, Med: 1.11, Max: 1.86
Current: 0.84
|
| Price-to-Graham-Number | 1.78 |
Price-to-Graham-Number ranked
lower than
78.15%
of
691
companies
in the
Asset Management
industry.
Industry Max: 33.32, Med: 0.87, Min: 0.01
EV:
1.78
Ranked among companies with meaningful Price-to-Graham-Number only.
|
Price-to-Graham-Number range over the past 10 years
Min: 0.65, Med: 2.94, Max: 32.39
Current: 1.78
|
| Earnings Yield (Joel Greenblatt) % | 10.87 |
Earnings Yield (Greenblatt) ranked
higher than
73.90%
of
1023
companies
in the
Asset Management
industry.
Industry Max: 3562.78, Med: 3.2, Min: -5000
EV:
10.87
Ranked among companies with meaningful Earnings Yield (Greenblatt) only.
|
Earnings Yield (Greenblatt) range over the past 10 years
Min: 5.7, Med: 8.9, Max: 19.3
Current: 10.87
|
| Forward Rate of Return (Yacktman) % | 7.81 |
Forward Rate of Return ranked
lower than
50.74%
of
337
companies
in the
Asset Management
industry.
Industry Max: 890.86, Med: 8.21, Min: -128.96
EV:
7.81
Ranked among companies with meaningful Forward Rate of Return only.
|
Forward Rate of Return range over the past 10 years
Min: 3.6, Med: 10.2, Max: 20.2
Current: 7.81
|
More Statistics
| Revenue (TTM) (Mil) $ | 1,684.85 |
| EPS (TTM) $ | 3.34 |
| Beta | 1.57 |
| Volatility % | 26.84 |
| 52-Week Range $ | 32.28 - 58 |
| Shares Outstanding (Mil) | 114.49 |
Analyst Estimate
Piotroski F-Score Details
| Piotroski F-Score | 4 |
| Positive ROA | Y |
| Positive CFROA | Y |
| Higher ROA yoy | N |
| CFROA > ROA | N |
| Lower Leverage yoy | N |
| Higher Current Ratio yoy | N |
| Less Shares Outstanding yoy | Y |
| Higher Gross Margin yoy | Y |
| Higher Asset Turnover yoy | N |