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What is Eaton Vance Senior Floating Rate Trust Equity-to-Asset?
Eaton Vance Senior Floating Rate TrustEFR -0.10%40 Equity-to-Asset is 0.80 as of Apr. 2026, which is 8% above its 10-year median of 0.74. 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 1,629 Asset Management companies, Eaton Vance Senior Floating Rate Trust ranks worse than 53.1% on this metric.
EFR'
s Equity-to-Asset Range Over the Past 10 Years
Min: 0.7 Med: 0.74 Max: 0.8
Current: 0.8
During the past 9 years, the highest Equity to Asset Ratio of Eaton Vance Senior Floating Rate Trust was 0.80. The lowest was 0.70. And the median was 0.74.
EFR's Equity-to-Asset is ranked worse than 53.1% of 1629
companies
in the Asset Management industry
Industry Median: 0.83
vs EFR: 0.80
Equity to Asset ratio can vary greatly across different industries, as they have different capital structure. A company with smaller Equity to Asset ratio (more leveraged) may have higher ROE % because of the leverage.
For banks, the required minimum Equity to Asset ratio by regulation is 5%. Some stronger banks may have Equity to Asset Ratio of more than 10%.
Eaton Vance Senior Floating Rate Trust Equity-to-Asset Related Terms
Eaton Vance Senior Floating Rate Trust Equity-to-Asset 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 Equity-to-Asset, along with its competitors' market caps and Equity-to-Asset 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 Equity-to-Asset vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Eaton Vance Senior Floating Rate Trust's Equity-to-Asset distribution charts can be found below:
* The bar in red indicates where Eaton Vance Senior Floating Rate Trust's Equity-to-Asset falls into.
Equity to Asset ratio measures the ratios of the portion of the asset owned by shareholders out of the total asset. It indicates the leverage of the company, and the amount of debt the company uses in its operation.
Equity to Asset ratio is calculated by dividing total stockholders equity by total asset.
* 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 Equity-to-Asset of 0.80 as of Apr. 2026. Equity-to-asset ratio equals total company equity divided by total assets. It measures financial leverage. View historical data on Eaton Vance Senior Floating Rate Trust and its competitors. This is near median its historical median of 0.74. Over the past decade, Eaton Vance Senior Floating Rate Trust's Equity-to-Asset has ranged from 0.70 to 0.80. According to the industry distribution chart, Eaton Vance Senior Floating Rate Trust ranks #865 out of 1629 companies in the Asset Management industry, placing it in the top 53.1%.
Is Eaton Vance Senior Floating Rate Trust's Equity-to-Asset too high?
Eaton Vance Senior Floating Rate Trust's current Equity-to-Asset of 0.80 is near median its 10-year median of 0.74. Over the past 10 years, this metric has ranged from a low of 0.70 to a high of 0.80. The Asset Management industry median Equity-to-Asset is 0.83. Eaton Vance Senior Floating Rate Trust's value of 0.80 is 3.6% below this industry median. Based on the distribution chart, Eaton Vance Senior Floating Rate Trust ranks #865 out of 1629 companies in the Asset Management industry, which is below 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 Equity-to-Asset compare to MXF and AFB?
According to the Asset Management industry distribution chart, Eaton Vance Senior Floating Rate Trust ranks #865 out of 1629 companies for Equity-to-Asset. This places Eaton Vance Senior Floating Rate Trust in the lower half of its industry. The industry median Equity-to-Asset is 0.83. Eaton Vance Senior Floating Rate Trust's value of 0.80 is 3.6% below this benchmark. Historically, Eaton Vance Senior Floating Rate Trust's own Equity-to-Asset has ranged from 0.70 to 0.80 over the past decade. While the company's 10-year median is 0.74 vs. the industry median of 0.83, 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 Equity-to-Asset for an Asset Management company?
The median Equity-to-Asset among Asset Management companies is 0.83, based on 1,629 companies in the industry. Companies in the top quartile (top 25%) have a Equity-to-Asset significantly above this median, while those in the bottom quartile fall well below. However, Equity-to-Asset 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 Equity-to-Asset of 0.80 is 3.6% 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 Equity-to-Asset mean?
A high Equity-to-Asset can signal that a stock is expensive relative to its fundamentals. Equity-to-asset ratio equals total company equity divided by total assets. It measures financial leverage. View historical data on Eaton Vance Senior Floating Rate Trust and its competitors. For the Asset Management industry, the median Equity-to-Asset is 0.83 — 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 Equity-to-Asset is 0.80, which is near median its own 10-year median of 0.74. 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 $10.47 — trading 97.9% above its estimated fair value. The current Equity-to-Asset is 0.80, which is near median its 10-year median of 0.74 and 3.6% below the Asset Management industry median of 0.83. 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 Equity-to-Asset calculated?
Equity-to-Asset is calculated from a company's financial statements. For Eaton Vance Senior Floating Rate Trust (EFR), the current Equity-to-Asset is 0.80 as of Apr. 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 $10.47 is trading 97.9% 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:
Equity-to-Asset: 0.80 (near median its 10-year median of 0.74)
GF Value™: $5.29 vs. price of $10.47 (97.9% above fair value)
Industry Position: 3.6% below the Asset Management median (#865 of 1629)
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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Equity-to-Asset is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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