EFR (Eaton Vance Senior Floating Rate Trust) Moat Score: 4/10 (As of Jul. 01, 2026)


EFR Eaton Vance Senior Floating Rate Trust EFR
32 GF Score
Price $10.60
GF Value $5.29
Valuation Significantly Overvalued
! 7 Warning Signs
View Full Analysis

What is Eaton Vance Senior Floating Rate Trust Moat Score?

Eaton Vance Senior Floating Rate Trust EFR +0.47% 32 Moat Score is 4 as of Jul. 01, 2026. GuruFocus rates EFR with a GF Score™ of 32/100 and a GF Value™ of $5.29 (Significantly Overvalued). The stock has 7 warning signs investors should review. Among 1,694 Asset Management companies, Eaton Vance Senior Floating Rate Trust ranks better than 95.51% on this metric.

Eaton Vance Senior Floating Rate Trust has the Moat Score of 4, which implies that the company might have Narrow Moat - Discernible but modest moat.

Eaton Vance Senior Floating Rate Trust has Narrow Moat: Eaton Vance Senior Floating Rate Trust has a discernible but modest moat due to its specialized financial products and brand reputation. However, it lacks strong pricing power and significant customer switching costs.

Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more.

The company's Moat Score is based on these criteria:

1. Market leadership and sustainable market share
2. Network effects and significant customer switching costs
3. Valuable intellectual property and patents
4. Strong brand strength and deep customer loyalty
5. Durable cost advantages (e.g., economies of scale, proprietary technology)
6. Significant regulatory barriers and exclusive licenses
7. Superior distribution network
8. Strong and sustainable pricing power
9. Consistent and impactful innovation and R&D capabilities

Based on the research, GuruFocus believes Eaton Vance Senior Floating Rate Trust might have Narrow Moat - Discernible but modest moat.

Eaton Vance Senior Floating Rate Trust  (NYSE:EFR) Moat Score Explanation

The Moat Score ranges from 0 to 10, with 10 as the highest. GuruFocus divided Moat Score into following 8 categories:

Moat Score Moat Level
10Wide Moat - Exceptionally dominant and durable wide moat
8 - 9Wide Moat - Clear and robust wide moat
7Wide Moat - Entry-level wide moat, clearly possessing durable advantages
6Narrow Moat - Strong narrow moat, clearly distinguishable but not wide
5Narrow Moat - Solid narrow moat
4Narrow Moat - Discernible but modest moat
1 - 3No Moat - Very weak/transient advantages
0No Moat - No discernible moat

Eaton Vance Senior Floating Rate Trust Moat Score Related Terms

EFR vs TEI, SSSS, NCA: Moat Score Comparison

For the Asset Management subindustry, Eaton Vance Senior Floating Rate Trust's Moat Score, along with its competitors' market caps and Moat Score 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 Moat Score vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Eaton Vance Senior Floating Rate Trust's Moat Score distribution charts can be found below:

* The bar in red indicates where Eaton Vance Senior Floating Rate Trust's Moat Score falls into.


EFR
32GF Score
Eaton Vance Senior Floating Rate Trust EFR
Moat Score is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis
Frequently Asked Questions Learn more about Moat Score →
What does a Moat Score of 4 mean?
Eaton Vance Senior Floating Rate Trust (EFR) has a Moat Score of 4 as of Jul. 01, 2026. Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more. According to the industry distribution chart, Eaton Vance Senior Floating Rate Trust ranks #76 out of 1694 companies in the Asset Management industry, placing it in the top 4.5%.
Is Eaton Vance Senior Floating Rate Trust's Moat Score too high?
Eaton Vance Senior Floating Rate Trust's current Moat Score is 4. Based on the distribution chart, Eaton Vance Senior Floating Rate Trust ranks #76 out of 1694 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Eaton Vance Senior Floating Rate Trust has a GF Score™ of 32/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Eaton Vance Senior Floating Rate Trust's Moat Score compare to TEI and SSSS?
According to the Asset Management industry distribution chart, Eaton Vance Senior Floating Rate Trust ranks #76 out of 1694 companies for Moat Score. This places Eaton Vance Senior Floating Rate Trust in the top 5% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Moat Score for an Asset Management company?
A good Moat Score depends on the Asset Management industry context. However, Moat Score should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Moat Score mean?
A high Moat Score can signal that a stock is expensive relative to its fundamentals. Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more. Eaton Vance Senior Floating Rate Trust's current Moat Score is 4. 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 $10.60 — trading 100.4% above its estimated fair value. The current Moat Score is 4. Eaton Vance Senior Floating Rate Trust's overall GF Score™ is 32/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Moat Score calculated?
Moat Score is calculated from a company's financial statements. For Eaton Vance Senior Floating Rate Trust (EFR), the current Moat Score is 4 as of Jul. 01, 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 $10.60 is trading 100.4% 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:

  • Moat Score: 4
  • GF Value™: $5.29 vs. price of $10.60 (100.4% above fair value)
  • GF Score™: 32/100 with 7 warning signs

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 Business Description

Address One Post Office Square, Boston, MA, USA, 02109
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.
32GF Score

Get the complete analysis for EFR

Moat Score is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$10.60
Price
$5.29
GF Value