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What is Eaton Vance Senior Floating Rate Trust EV-to-OCF?
Eaton Vance Senior Floating Rate TrustEFR +0.95%40 EV-to-OCF is 5.24 as of Aug. 23, 2026, which is 66% below its 10-year median of 15.34. GuruFocus rates EFR with a GF Score™ of 40/100 and a GF Value™ of $5.29 (Significantly Overvalued). The stock has 7 warning signs investors should review. Among 1,505 Asset Management companies, Eaton Vance Senior Floating Rate Trust ranks better than 51.69% on this metric.
EFR's EV-to-OCF is ranked better than 51.69% of 1505
companies
in the Asset Management industry
Industry Median: 5.87
vs EFR: 5.24
EV-to-OCF is a valuation multiple that allows analysts and investors to compare stocks, preferably in the same sector or industry. This important multiple is often used in conjunction with, or as an alternative to, the PE Ratio (TTM) to determine the fair market value of a company.
EV-to-OCF is a valuation multiple that allows analysts and investors to compare stocks, preferably in the same sector or industry. This important multiple is often used in conjunction with, or as an alternative to, the PE Ratio (TTM) to determine the fair market value of a company.
Eaton Vance Senior Floating Rate Trust's PE Ratio (TTM) for today is calculated as:
Eaton Vance Senior Floating Rate Trust's share price for today is $10.62.
For company reported semi-annually, GuruFocus uses latest annual data as the TTM data. Eaton Vance Senior Floating Rate Trust's Earnings per Share (Diluted) for the trailing twelve months (TTM) ended in Apr. 2026 was $0.518.
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
Enterprise Value is used because it is a more complete measure in reflecting how much an investor pays when buying a company. Cash Flow from Operations is an important financial metric because it represents the cash generated from operating activities at a company's disposal. Companies with a low EV-to-OCF ratio, combined with a strong balance sheet are generally considered as undervalued.
Eaton Vance Senior Floating Rate Trust EV-to-OCF Related Terms
Eaton Vance Senior Floating Rate Trust EV-to-OCF Historical Data
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
For the Asset Management subindustry, Eaton Vance Senior Floating Rate Trust's EV-to-OCF, along with its competitors' market caps and EV-to-OCF data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Eaton Vance Senior Floating Rate Trust EV-to-OCF vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Eaton Vance Senior Floating Rate Trust's EV-to-OCF distribution charts can be found below:
* The bar in red indicates where Eaton Vance Senior Floating Rate Trust's EV-to-OCF falls into.
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
Eaton Vance Senior Floating Rate Trust (EFR) has a EV-to-OCF of 5.24 as of Aug. 23, 2026. This is 66% below median its historical median of 15.34. According to the industry distribution chart, Eaton Vance Senior Floating Rate Trust ranks #727 out of 1505 companies in the Asset Management industry, placing it in the top 48.3%.
Is Eaton Vance Senior Floating Rate Trust's EV-to-OCF too high?
Eaton Vance Senior Floating Rate Trust's current EV-to-OCF of 5.24 is 66% below median its 10-year median of 15.34. The Asset Management industry median EV-to-OCF is 5.87. Eaton Vance Senior Floating Rate Trust's value of 5.24 is 10.7% below this industry median. Based on the distribution chart, Eaton Vance Senior Floating Rate Trust ranks #727 out of 1505 companies in the Asset Management industry, which is above the industry midpoint. Overall, Eaton Vance Senior Floating Rate Trust has a GF Score™ of 40/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Eaton Vance Senior Floating Rate Trust's EV-to-OCF compare to AFB and TEI?
According to the Asset Management industry distribution chart, Eaton Vance Senior Floating Rate Trust ranks #727 out of 1505 companies for EV-to-OCF. This puts Eaton Vance Senior Floating Rate Trust in the upper half of its industry. The industry median EV-to-OCF is 5.87. Eaton Vance Senior Floating Rate Trust's value of 5.24 is 10.7% below this benchmark. While the company's 10-year median is 15.34 vs. the industry median of 5.87, Eaton Vance Senior Floating Rate Trust has consistently been below the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good EV-to-OCF for an Asset Management company?
The median EV-to-OCF among Asset Management companies is 5.87, based on 1,505 companies in the industry. Companies in the top quartile (top 25%) have a EV-to-OCF significantly above this median, while those in the bottom quartile fall well below. However, EV-to-OCF should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Eaton Vance Senior Floating Rate Trust's current EV-to-OCF of 5.24 is 10.7% below the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high EV-to-OCF mean?
A high EV-to-OCF can signal that a stock is expensive relative to its fundamentals. For the Asset Management industry, the median EV-to-OCF is 5.87 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Eaton Vance Senior Floating Rate Trust's current EV-to-OCF is 5.24, which is 66% below median its own 10-year median of 15.34. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Eaton Vance Senior Floating Rate Trust stock overvalued right now?
Based on GuruFocus' analysis, Eaton Vance Senior Floating Rate Trust (EFR) is currently considered Significantly Overvalued. The stock's GF Value™ is $5.29, compared to a current price of $10.62 — trading 100.8% above its estimated fair value. The current EV-to-OCF is 5.24, which is 66% below median its 10-year median of 15.34 and 10.7% below the Asset Management industry median of 5.87. Eaton Vance Senior Floating Rate Trust's overall GF Score™ is 40/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is EV-to-OCF calculated?
EV-to-OCF is calculated from a company's financial statements. For Eaton Vance Senior Floating Rate Trust (EFR), the current EV-to-OCF is 5.24 as of Aug. 23, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is Eaton Vance Senior Floating Rate Trust (EFR) Overvalued in 2026?
Based on GuruFocus' analysis, Eaton Vance Senior Floating Rate Trust stock appears to be overvalued.
The current stock price of $10.62 is trading 100.8% above its estimated GF Value™ of $5.29.
GuruFocus considers Eaton Vance Senior Floating Rate Trust to be Significantly Overvalued.
Key valuation signals for EFR:
EV-to-OCF: 5.24 (66% below median its 10-year median of 15.34)
GF Value™: $5.29 vs. price of $10.62 (100.8% above fair value)
Industry Position: 10.7% below the Asset Management median (#727 of 1505)
No single metric tells the full story. See the EFR stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Eaton Vance Senior Floating Rate Trust is a diversified, closed-end management investment company. Its primary investment objective is to provide a high level of current income. As a secondary objective, the fund intends to seek capital preservation. Its portfolio of investments consists of Software, Health Care Providers & Services, Machinery, Chemicals, Professional Services, IT Services, Hotels, Restaurants & Leisure, Capital Markets, Specialty Retail, Commercial Services & Supplies, and other areas. The trust invests in below investment grade floating rate loans, which are considered speculative because of the credit risk of their issuers.
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