ETO (Eaton Vance Tax-advtgd Global Divid Oppo) 3-Year RORE % : 51.12% (As of Apr. 2026)

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ETO Eaton Vance Tax-advtgd Global Divid Oppo ETO
53 GF Score
Price $31.54
GF Value $55.24
Valuation Possible Value Trap
! 6 Warning Signs
View Full Analysis

What is Eaton Vance Tax-advtgd Global Divid Oppo 3-Year RORE %?

Eaton Vance Tax-advtgd Global Divid Oppo ETO +0.06% 53 3-Year RORE % is 51.12 as of Apr. 2026. GuruFocus rates ETO with a GF Score™ of 53/100 and a GF Value™ of $55.24 (Possible Value Trap). The stock has 6 warning signs investors should review. Among 1,524 Asset Management companies, Eaton Vance Tax-advtgd Global Divid Oppo ranks better than 68.9% on this metric.

Return on Retained Earnings (RORE) is an indicator of a company's growth potential, it shows how much a company earns by reinvesting its retained earnings, i.e. profits after dividend payments. Eaton Vance Tax-advtgd Global Divid Oppo's 3-Year RORE % for the quarter that ended in Apr. 2026 was 51.12%.

The industry rank for Eaton Vance Tax-advtgd Global Divid Oppo's 3-Year RORE % or its related term are showing as below:

ETO's 3-Year RORE % is ranked better than
68.9% of 1524 companies
in the Asset Management industry
Industry Median: 12 vs ETO: 51.12

Eaton Vance Tax-advtgd Global Divid Oppo  (NYSE:ETO) 3-Year RORE % Explanation

Return on Retained Earnings (RORE) is important to investors because it reveals a company's efficiency and growth potential. A higher RORE indicates a higher return. A high RORE indicates that the company should reinvest profits into the business. A lower RORE suggests that the company should distribute profits to shareholders by paying out dividends, since those dollars aren't generating much additional growth for the company.

There are a several different ways to arrive at the Return on Retained Earnings. The simplest way to calculate it is by using published information on Earnings per Share (EPS) and Dividend per Share (DPS) over a selected period. Here, 3-year period is chosen.

Be Aware

Please keep in mind that the RORE is relative to the nature of the business and its competitors. If another company in the same sector is producing a lower return on retained earnings, it doesn’t necessarily mean it’s a bad investment. It may just suggest the company is older and no longer in a high growth stage. At such a stage in the business cycle, it would be expected to see a lower RORE and higher dividend payout.


Eaton Vance Tax-advtgd Global Divid Oppo 3-Year RORE % Related Terms


Eaton Vance Tax-advtgd Global Divid Oppo 3-Year RORE % Historical Data

* Premium members only.

The historical data trend for Eaton Vance Tax-advtgd Global Divid Oppo's 3-Year RORE % 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 Tax-advtgd Global Divid Oppo 3-Year RORE % Chart

Eaton Vance Tax-advtgd Global Divid Oppo Annual Data
Trend Oct17 Oct18 Oct19 Oct20 Oct21 Oct22 Oct23 Oct24 Oct25
3-Year RORE %
Get a 7-Day Free Trial Premium Member Only 75.77 390.08 -4,294.36 -387.20 33.64

Eaton Vance Tax-advtgd Global Divid Oppo Semi-Annual Data
Oct17 Apr18 Oct18 Apr19 Oct19 Apr20 Oct20 Apr21 Oct21 Apr22 Oct22 Apr23 Oct23 Apr24 Oct24 Apr25 Oct25 Apr26
3-Year RORE % 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 -198.27 -387.20 149.05 33.64 51.12

ETO vs EIM, TWN, BLW: 3-Year RORE % Comparison

For the Asset Management subindustry, Eaton Vance Tax-advtgd Global Divid Oppo's 3-Year RORE %, along with its competitors' market caps and 3-Year RORE % 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 Tax-advtgd Global Divid Oppo 3-Year RORE % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Eaton Vance Tax-advtgd Global Divid Oppo's 3-Year RORE % distribution charts can be found below:

* The bar in red indicates where Eaton Vance Tax-advtgd Global Divid Oppo's 3-Year RORE % falls into.


ETO
53GF Score
Eaton Vance Tax-advtgd Global Divid Oppo ETO
3-Year RORE % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Eaton Vance Tax-advtgd Global Divid Oppo 3-Year RORE % Calculation

Eaton Vance Tax-advtgd Global Divid Oppo's 3-Year RORE % for the quarter that ended in Apr. 2026 is calculated as:

3-Year RORE %=( Most Recent EPS (Diluted)- First Period EPS (Diluted) )/( Cumulative EPS (Diluted) for 3-year -Cumulative Dividends per Share for 3-year )
=( 8.41-4.018 )/( 14.436-5.844 )
=4.392/8.592
=51.12 %

* 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.

In the calculation of 3-Year RORE %, the most recent and first period EPS (Diluted) is the trailing twelve months (TTM) data ended in Apr. 2026 and 3-year before.

Frequently Asked Questions Learn more about 3-Year RORE % →
What does a 3-Year RORE % of 51.12 mean?
Eaton Vance Tax-advtgd Global Divid Oppo (ETO) has a 3-Year RORE % of 51.12 as of Apr. 2026. 3-Year RORE % shows how much a company earns by reinvesting its retained earnings in 3-year. View historical data on Eaton Vance Tax-advtgd Global Divid Oppo and its competitors. According to the industry distribution chart, Eaton Vance Tax-advtgd Global Divid Oppo ranks #474 out of 1524 companies in the Asset Management industry, placing it in the top 31.1%.
Is Eaton Vance Tax-advtgd Global Divid Oppo's 3-Year RORE % too high?
Eaton Vance Tax-advtgd Global Divid Oppo's current 3-Year RORE % is 51.12. The Asset Management industry median 3-Year RORE % is 12.00. Eaton Vance Tax-advtgd Global Divid Oppo's value of 51.12 is 326% above this industry median. Based on the distribution chart, Eaton Vance Tax-advtgd Global Divid Oppo ranks #474 out of 1524 companies in the Asset Management industry, which is above the industry midpoint. Overall, Eaton Vance Tax-advtgd Global Divid Oppo has a GF Score™ of 53/100 and is considered Possible Value Trap, reflecting its overall financial health beyond just this single metric.
How does Eaton Vance Tax-advtgd Global Divid Oppo's 3-Year RORE % compare to EIM and TWN?
According to the Asset Management industry distribution chart, Eaton Vance Tax-advtgd Global Divid Oppo ranks #474 out of 1524 companies for 3-Year RORE %. This puts Eaton Vance Tax-advtgd Global Divid Oppo in the upper half of its industry. The industry median 3-Year RORE % is 12.00. Eaton Vance Tax-advtgd Global Divid Oppo's value of 51.12 is 326% above this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-Year RORE % for an Asset Management company?
The median 3-Year RORE % among Asset Management companies is 12.00, based on 1,524 companies in the industry. Companies in the top quartile (top 25%) have a 3-Year RORE % significantly above this median, while those in the bottom quartile fall well below. However, 3-Year RORE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Eaton Vance Tax-advtgd Global Divid Oppo's current 3-Year RORE % of 51.12 is 326% 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 3-Year RORE % mean?
A high 3-Year RORE % can signal that a stock is expensive relative to its fundamentals. 3-Year RORE % shows how much a company earns by reinvesting its retained earnings in 3-year. View historical data on Eaton Vance Tax-advtgd Global Divid Oppo and its competitors. For the Asset Management industry, the median 3-Year RORE % is 12.00 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Eaton Vance Tax-advtgd Global Divid Oppo's current 3-Year RORE % is 51.12. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Eaton Vance Tax-advtgd Global Divid Oppo stock overvalued right now?
Based on GuruFocus' analysis, Eaton Vance Tax-advtgd Global Divid Oppo (ETO) is currently considered Possible Value Trap. The stock's GF Value™ is $55.24, compared to a current price of $31.54 — trading 42.9% below its estimated fair value. The current 3-Year RORE % is 51.12 and 326% above the Asset Management industry median of 12.00. Eaton Vance Tax-advtgd Global Divid Oppo's overall GF Score™ is 53/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-Year RORE % calculated?
3-Year RORE % is calculated from a company's financial statements. For Eaton Vance Tax-advtgd Global Divid Oppo (ETO), the current 3-Year RORE % is 51.12 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 Tax-advtgd Global Divid Oppo (ETO) Overvalued in 2026?

Based on GuruFocus' analysis, Eaton Vance Tax-advtgd Global Divid Oppo stock appears to be undervalued. The current stock price of $31.54 is trading 42.9% below its estimated GF Value™ of $55.24. GuruFocus considers Eaton Vance Tax-advtgd Global Divid Oppo to be Possible Value Trap.

Key valuation signals for ETO:

  • 3-Year RORE %: 51.12
  • GF Value™: $55.24 vs. price of $31.54 (42.9% below fair value)
  • GF Score™: 53/100 with 6 warning signs
  • Industry Position: 326% above the Asset Management median (#474 of 1524)

No single metric tells the full story. See the ETO stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Eaton Vance Tax-advtgd Global Divid Oppo Business Description

Address One Post Office Square, Boston, MA, USA, 02109
Eaton Vance Tax-advtgd Global Divid Oppo is a diversified, closed-end management investment company. Its investment objective is to provide a high level of after-tax total return consisting of tax-advantaged dividend income and capital appreciation. The fund pursues its objective by investing in dividend-paying common and preferred stocks. The portfolio of investments consists of capital markets, chemicals, diversified, beverages, banks, electric utilities, oil, gas, and consumable fuels, personal products, and other areas.
53GF Score

Get the complete analysis for ETO

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

$31.54
Price
$55.24
GF Value