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EOI'
s Equity-to-Asset Range Over the Past 10 Years
Min: 0.96 Med: 0.99 Max: 1
Current: 0.99
During the past 9 years, the highest Equity to Asset Ratio of Eaton Vance Enhanced Equityome Fund was 1.00. The lowest was 0.96. And the median was 0.99.
EOI's Equity-to-Asset is ranked better than 90.68% of 1631
companies
in the Asset Management industry
Industry Median: 0.83
vs EOI: 0.99
Eaton Vance Enhanced Equityome Fund (NYSE:EOI) Equity-to-Asset Explanation
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 Enhanced Equityome Fund Equity-to-Asset Related Terms
Eaton Vance Enhanced Equityome Fund 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.
Eaton Vance Enhanced Equityome Fund Equity-to-Asset Chart
For the Asset Management subindustry, Eaton Vance Enhanced Equityome Fund'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 Enhanced Equityome Fund Equity-to-Asset vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Eaton Vance Enhanced Equityome Fund's Equity-to-Asset distribution charts can be found below:
* The bar in red indicates where Eaton Vance Enhanced Equityome Fund's Equity-to-Asset falls into.
Eaton Vance Enhanced Equityome Fund Equity-to-Asset Calculation
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 Enhanced Equityome Fund (EOI) has a Equity-to-Asset of 0.99 as of Mar. 2026. Equity-to-asset ratio equals total company equity divided by total assets. It measures financial leverage. View historical data on Eaton Vance Enhanced Equityome Fund and its competitors. This is near median its historical median of 0.99. Over the past decade, Eaton Vance Enhanced Equityome Fund's Equity-to-Asset has ranged from 0.96 to 1.00. According to the industry distribution chart, Eaton Vance Enhanced Equityome Fund ranks #152 out of 1631 companies in the Asset Management industry, placing it in the top 9.3%.
Is Eaton Vance Enhanced Equityome Fund's Equity-to-Asset too high?
Eaton Vance Enhanced Equityome Fund's current Equity-to-Asset of 0.99 is near median its 10-year median of 0.99. Over the past 10 years, this metric has ranged from a low of 0.96 to a high of 1.00. The Asset Management industry median Equity-to-Asset is 0.83. Eaton Vance Enhanced Equityome Fund's value of 0.99 is 19.3% above this industry median. Based on the distribution chart, Eaton Vance Enhanced Equityome Fund ranks #152 out of 1631 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Eaton Vance Enhanced Equityome Fund has a GF Score™ of 56/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Eaton Vance Enhanced Equityome Fund's Equity-to-Asset compare to MQY and BCSF?
According to the Asset Management industry distribution chart, Eaton Vance Enhanced Equityome Fund ranks #152 out of 1631 companies for Equity-to-Asset. This places Eaton Vance Enhanced Equityome Fund in the top 9% of its industry — outperforming the majority of peers. The industry median Equity-to-Asset is 0.83. Eaton Vance Enhanced Equityome Fund's value of 0.99 is 19.3% above this benchmark. Historically, Eaton Vance Enhanced Equityome Fund's own Equity-to-Asset has ranged from 0.96 to 1.00 over the past decade. While the company's 10-year median is 0.99 vs. the industry median of 0.83, Eaton Vance Enhanced Equityome Fund has consistently been above 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 1,631 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 Enhanced Equityome Fund's current Equity-to-Asset of 0.99 is 19.3% above 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 Enhanced Equityome Fund 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 Enhanced Equityome Fund's current Equity-to-Asset is 0.99, which is near median its own 10-year median of 0.99. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Eaton Vance Enhanced Equityome Fund stock overvalued right now?
Based on GuruFocus' analysis, Eaton Vance Enhanced Equityome Fund (EOI) is currently considered Significantly Overvalued. The stock's GF Value™ is $14.99, compared to a current price of $19.88 — trading 32.6% above its estimated fair value. The current Equity-to-Asset is 0.99, which is near median its 10-year median of 0.99 and 19.3% above the Asset Management industry median of 0.83. Eaton Vance Enhanced Equityome Fund's overall GF Score™ is 56/100 with 5 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 Enhanced Equityome Fund (EOI), the current Equity-to-Asset is 0.99 as of Mar. 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 Enhanced Equityome Fund (EOI) Overvalued in 2026?
Based on GuruFocus' analysis, Eaton Vance Enhanced Equityome Fund stock appears to be overvalued.
The current stock price of $19.88 is trading 32.6% above its estimated GF Value™ of $14.99.
GuruFocus considers Eaton Vance Enhanced Equityome Fund to be Significantly Overvalued.
Key valuation signals for EOI:
Equity-to-Asset: 0.99 (near median its 10-year median of 0.99)
GF Value™: $14.99 vs. price of $19.88 (32.6% above fair value)
Industry Position: 19.3% above the Asset Management median (#152 of 1631)
No single metric tells the full story. See the EOI stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Eaton Vance Enhanced Equity Income Fund offers mutual funds that invest across a wide array of equity, income, and alternative strategies. The primary investment objective of the fund is to provide current income, with a secondary objective of capital appreciation. The company's sector allocation includes: Information Technology, Communication Services, Financials, Consumer Discretionary, Healthcare, Industries, Consumer Staples, Energy, Real Estate, and Materials.
56GF Score
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