EOI (Eaton Vance Enhanced Equityome Fund) Pretax Margin %: 101.75% (As of Mar. 2026) — Near Median


EOI Eaton Vance Enhanced Equity Income Fund EOI
51 GF Score
Price $19.75
GF Value $14.99
Valuation Significantly Overvalued
! 5 Warning Signs
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What is Eaton Vance Enhanced Equityome Fund Pretax Margin %?

Eaton Vance Enhanced Equityome Fund EOI -0.25% 51 Pretax Margin % is 101.75% as of Mar. 2026, which is 2% above its 10-year median of 99.35. GuruFocus rates EOI with a GF Score™ of 51/100 and a GF Value™ of $14.99 (Significantly Overvalued). The stock has 5 warning signs investors should review. Among 1,570 Asset Management companies, Eaton Vance Enhanced Equityome Fund ranks better than 76.05% on this metric.

Pre-Tax margin is calculated as Pre-Tax Income divided by its Revenue. Eaton Vance Enhanced Equityome Fund's Pre-Tax Income for the six months ended in Mar. 2026 was $-27.74 Mil. Eaton Vance Enhanced Equityome Fund's Revenue for the six months ended in Mar. 2026 was $-27.26 Mil. Therefore, Eaton Vance Enhanced Equityome Fund's pretax margin for the quarter that ended in Mar. 2026 was 101.75%.

The historical rank and industry rank for Eaton Vance Enhanced Equityome Fund's Pretax Margin % or its related term are showing as below:

EOI' s Pretax Margin % Range Over the Past 10 Years
Min: 93.79   Med: 99.35   Max: 100.68
Current: 99.07


EOI's Pretax Margin % is ranked better than
76.05% of 1570 companies
in the Asset Management industry
Industry Median: 89.62 vs EOI: 99.07

Eaton Vance Enhanced Equityome Fund  (NYSE:EOI) Pretax Margin % Explanation

The pretax margin, as know as pretax profit margin, is widely used to measure the operating efficiency of a company before deducting taxes.

The pretax margin is sometimes preferred over the net margin as tax expenditures can make profitability comparisons between companies misleading.

It is a useful tool to compare companies operating in the same sector and less effective when comparing companies from other sectors as each industry generally has different operating expenses and sales patterns.

The long term trend of the pretax margin is a good indicator of the competitiveness and health of the business.


Eaton Vance Enhanced Equityome Fund Pretax Margin % Related Terms


Eaton Vance Enhanced Equityome Fund Pretax Margin % Historical Data

* Premium members only.

The historical data trend for Eaton Vance Enhanced Equityome Fund's Pretax Margin % can be seen below:

* 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 Pretax Margin % Chart

Eaton Vance Enhanced Equityome Fund Annual Data
Trend Sep17 Sep18 Sep19 Sep20 Sep21 Sep22 Sep23 Sep24 Sep25
Pretax Margin %
Get a 7-Day Free Trial Premium Member Only 99.53 100.68 99.40 99.69 99.18

Eaton Vance Enhanced Equityome Fund Semi-Annual Data
Sep17 Mar18 Sep18 Mar19 Sep19 Mar20 Sep20 Mar21 Sep21 Mar22 Sep22 Mar23 Sep23 Mar24 Sep24 Mar25 Sep25 Mar26
Pretax Margin % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 99.75 99.60 101.45 99.66 101.75

EOI vs BCSF, FFC, THQ: Pretax Margin % Comparison

For the Asset Management subindustry, Eaton Vance Enhanced Equityome Fund's Pretax Margin %, along with its competitors' market caps and Pretax Margin % 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 Pretax Margin % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Eaton Vance Enhanced Equityome Fund's Pretax Margin % distribution charts can be found below:

* The bar in red indicates where Eaton Vance Enhanced Equityome Fund's Pretax Margin % falls into.


EOI
51GF Score
Eaton Vance Enhanced Equity Income Fund EOI
Pretax Margin % is just one metric. See GF Score™, valuation, warning signs, and more.
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Eaton Vance Enhanced Equityome Fund Pretax Margin % Calculation

Pretax margin - also known as pretax profit margin is the ratio of Pretax Income divided by net sales or Revenue, usually presented in percent.

Eaton Vance Enhanced Equityome Fund's Pretax Margin for the fiscal year that ended in Sep. 2025 is calculated as

Pretax Margin=Pre-Tax Income (A: Sep. 2025 )/Revenue (A: Sep. 2025 )
=97.636/98.44
=99.18 %

Eaton Vance Enhanced Equityome Fund's Pretax Margin for the quarter that ended in Mar. 2026 is calculated as

Pretax Margin=Pre-Tax Income (Q: Mar. 2026 )/Revenue (Q: Mar. 2026 )
=-27.735/-27.257
=101.75 %

* 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.

Frequently Asked Questions Learn more about Pretax Margin % →
What does a Pretax Margin % of 101.75% mean?
Eaton Vance Enhanced Equityome Fund (EOI) has a Pretax Margin % of 101.75% as of Mar. 2026. Pre-Tax margin is the ratio of total pre-tax income to net sales. View historical data on Eaton Vance Enhanced Equityome Fund and its competitors. This is near median its historical median of 99.35. Over the past decade, Eaton Vance Enhanced Equityome Fund's Pretax Margin % has ranged from 93.79 to 100.68. According to the industry distribution chart, Eaton Vance Enhanced Equityome Fund ranks #376 out of 1570 companies in the Asset Management industry, placing it in the top 23.9%.
Is Eaton Vance Enhanced Equityome Fund's Pretax Margin % too high?
Eaton Vance Enhanced Equityome Fund's current Pretax Margin % of 101.75% is near median its 10-year median of 99.35. Over the past 10 years, this metric has ranged from a low of 93.79 to a high of 100.68. The Asset Management industry median Pretax Margin % is 89.62. Eaton Vance Enhanced Equityome Fund's value of 101.75% is 13.5% above this industry median. Based on the distribution chart, Eaton Vance Enhanced Equityome Fund ranks #376 out of 1570 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 51/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Eaton Vance Enhanced Equityome Fund's Pretax Margin % compare to BCSF and FFC?
According to the Asset Management industry distribution chart, Eaton Vance Enhanced Equityome Fund ranks #376 out of 1570 companies for Pretax Margin %. This places Eaton Vance Enhanced Equityome Fund in the top 24% of its industry — outperforming the majority of peers. The industry median Pretax Margin % is 89.62. Eaton Vance Enhanced Equityome Fund's value of 101.75% is 13.5% above this benchmark. Historically, Eaton Vance Enhanced Equityome Fund's own Pretax Margin % has ranged from 93.79 to 100.68 over the past decade. While the company's 10-year median is 99.35 vs. the industry median of 89.62, 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 Pretax Margin % for an Asset Management company?
The median Pretax Margin % among Asset Management companies is 89.62, based on 1,570 companies in the industry. Companies in the top quartile (top 25%) have a Pretax Margin % significantly above this median, while those in the bottom quartile fall well below. However, Pretax Margin % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Eaton Vance Enhanced Equityome Fund's current Pretax Margin % of 101.75% is 13.5% 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 Pretax Margin % mean?
A high Pretax Margin % can signal that a stock is expensive relative to its fundamentals. Pre-Tax margin is the ratio of total pre-tax income to net sales. View historical data on Eaton Vance Enhanced Equityome Fund and its competitors. For the Asset Management industry, the median Pretax Margin % is 89.62 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Eaton Vance Enhanced Equityome Fund's current Pretax Margin % is 101.75%, which is near median its own 10-year median of 99.35. 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 $19.75 — trading 31.8% above its estimated fair value. The current Pretax Margin % is 101.75%, which is near median its 10-year median of 99.35 and 13.5% above the Asset Management industry median of 89.62. Eaton Vance Enhanced Equityome Fund's overall GF Score™ is 51/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Pretax Margin % calculated?
Pretax Margin % is calculated from a company's financial statements. For Eaton Vance Enhanced Equityome Fund (EOI), the current Pretax Margin % is 101.75% 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 $19.75 is trading 31.8% above its estimated GF Value™ of $14.99. GuruFocus considers Eaton Vance Enhanced Equityome Fund to be Significantly Overvalued.

Key valuation signals for EOI:

  • Pretax Margin %: 101.75% (near median its 10-year median of 99.35)
  • GF Value™: $14.99 vs. price of $19.75 (31.8% above fair value)
  • GF Score™: 51/100 with 5 warning signs
  • Industry Position: 13.5% above the Asset Management median (#376 of 1570)

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 Equityome Fund Business Description

Address One Post Office Square, Boston, MA, USA, 02109
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.
51GF Score

Get the complete analysis for EOI

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

$19.75
Price
$14.99
GF Value