Eaton Total Assets from 2010 to 2024

EFR Stock

USD 12.87 0.06 0.47%

Eaton Vance Total Assets yearly trend continues to be relatively stable with very little volatility. Total Assets are likely to grow to about 652 M this year. Total Assets is the total value of all owned resources that are expected to provide future economic benefits to the business, including cash, investments, accounts receivable, inventory, property, plant, equipment, and intangible assets. View All Fundamentals

Total Assets

First Reported

2006-10-31

Previous Quarter

602.1 M

Current Value

602.1 M

Quarterly Volatility

153.2 M

Housing Crash

Credit Downgrade

Yuan Drop

Covid

Check Eaton Vance financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Eaton Vance's main balance sheet or income statement drivers, such as Interest Expense of 8.8 M, Selling General Administrative of 642.9 K or Total Revenue of 33 M, as well as many indicators such as PTB Ratio of 0.001, Days Sales Outstanding of 53.58 or Book Value Per Share of 11.6 K. Eaton financial statements analysis is a perfect complement when working with Eaton Vance Valuation or Volatility modules.

Check out the analysis of Eaton Vance Correlation against competitors.

Latest Eaton Vance's Total Assets Growth Pattern

Below is the plot of the Total Assets of Eaton Vance Senior over the last few years. Total assets refers to the total amount of Eaton Vance assets owned. Assets are items that have some economic value and are expended over time to create a benefit for the owner. These assets are usually recorded in Eaton Vance Senior books under different categories such as cash, marketable securities, accounts receivable,prepaid expenses, inventory, fixed assets, intangible assets, other assets, marketable securities, accounts receivable, prepaid expenses and others. It is the total value of all owned resources that are expected to provide future economic benefits to the business, including cash, investments, accounts receivable, inventory, property, plant, equipment, and intangible assets. Eaton Vance's Total Assets historical data analysis aims to capture in quantitative terms the overall pattern of either growth or decline in Eaton Vance's overall financial position and show how it may be relating to other accounts over time.

View

Last Reported 586.02 M

10 Years Trend

Slightly volatile

Compare to Others All Fundamentals

Total Assets

Timeline

Eaton Total Assets Regression Statistics

	Arithmetic Mean	798,344,579
	Geometric Mean	782,687,465
	Coefficient Of Variation	19.55
	Mean Deviation	134,148,162
	Median	868,831,840
	Standard Deviation	156,109,441
	Sample Variance	24370.2T
	Range	494.5M
	R-Value	(0.91)
	Mean Square Error	4655.2T
	R-Squared	0.82
	Slope	(31,660,292)
	Total Sum of Squares	341182.2T

Eaton Total Assets History

	2024	652 M
	2023	527.4 M
	2022	586 M
	2021	569.4 M
	2020	650.9 M
	2019	824.5 M
	2018	856.9 M

Other Fundumenentals of Eaton Vance Senior

Intangibles To Total Assets

Eaton Vance Total Assets component correlations

	Total Assets	Total Stockholder Equity	Net Tangible Assets	Retained Earnings	Accounts Payable	Net Receivables	Total Liab	Long Term Investments	Common Stock	Long Term Debt	Short Long Term Debt	Total Current Assets	Short Term Debt	Deferred Long Term Liab	Net Debt	Net Invested Capital	Capital Stock	Current Deferred Revenue
Total Assets		0.75	0.81	0.22	-0.36	0.09	0.17	1.0	0.87	0.46	0.65	0.33	0.92	-0.45	0.85	0.96	-0.85	-0.78
Total Stockholder Equity	0.75		0.97	0.57	-0.42	0.17	-0.43	0.75	0.43	0.28	0.41	0.04	0.59	-0.28	0.53	0.61	-0.53	-0.49
Net Tangible Assets	0.81	0.97		0.38	-0.48	0.2	-0.4	0.81	0.47	0.24	0.44	0.17	0.63	-0.43	0.55	0.66	-0.55	-0.55
Retained Earnings	0.22	0.57	0.38		0.18	-0.07	-0.18	0.23	0.13	0.27	0.06	-0.33	0.17	0.53	0.3	0.23	-0.33	0.0
Accounts Payable	-0.36	-0.42	-0.48	0.18		-0.44	0.33	-0.35	-0.25	-0.1	-0.3	-0.3	-0.36	0.63	-0.26	-0.29	-0.05	0.52
Net Receivables	0.09	0.17	0.2	-0.07	-0.44		-0.33	0.08	0.0	0.16	0.23	0.65	-0.06	-0.34	0.11	0.06	-0.03	0.03
Total Liab	0.17	-0.43	-0.4	-0.18	0.33	-0.33		0.17	0.53	0.07	0.0	0.09	0.4	0.25	0.35	0.38	-0.33	-0.33
Long Term Investments	1.0	0.75	0.81	0.23	-0.35	0.08	0.17		0.87	0.46	0.64	0.31	0.92	-0.45	0.85	0.96	-0.85	-0.78
Common Stock	0.87	0.43	0.47	0.13	-0.25	0.0	0.53	0.87		0.6	0.66	0.36	0.95	-0.3	0.9	0.96	-0.84	-0.81
Long Term Debt	0.46	0.28	0.24	0.27	-0.1	0.16	0.07	0.46	0.6		0.91	0.33	0.42	-0.25	0.69	0.52	-0.69	-0.17
Short Long Term Debt	0.65	0.41	0.44	0.06	-0.3	0.23	0.0	0.64	0.66	0.91		0.42	0.54	-0.59	0.73	0.63	-0.73	-0.31
Total Current Assets	0.33	0.04	0.17	-0.33	-0.3	0.65	0.09	0.31	0.36	0.33	0.42		0.26	-0.42	0.4	0.36	-0.36	-0.19
Short Term Debt	0.92	0.59	0.63	0.17	-0.36	-0.06	0.4	0.92	0.95	0.42	0.54	0.26		-0.31	0.86	0.96	-0.78	-0.89
Deferred Long Term Liab	-0.45	-0.28	-0.43	0.53	0.63	-0.34	0.25	-0.45	-0.3	-0.25	-0.59	-0.42	-0.31		-0.23	-0.32	0.2	0.38
Net Debt	0.85	0.53	0.55	0.3	-0.26	0.11	0.35	0.85	0.9	0.69	0.73	0.4	0.86	-0.23		0.91	-0.91	-0.63
Net Invested Capital	0.96	0.61	0.66	0.23	-0.29	0.06	0.38	0.96	0.96	0.52	0.63	0.36	0.96	-0.32	0.91		-0.88	-0.82
Capital Stock	-0.85	-0.53	-0.55	-0.33	-0.05	-0.03	-0.33	-0.85	-0.84	-0.69	-0.73	-0.36	-0.78	0.2	-0.91	-0.88		0.47
Current Deferred Revenue	-0.78	-0.49	-0.55	0.0	0.52	0.03	-0.33	-0.78	-0.81	-0.17	-0.31	-0.19	-0.89	0.38	-0.63	-0.82	0.47

Click cells to compare fundamentals

About Eaton Vance Financial Statements

Eaton Vance shareholders use historical fundamental indicators, such as Total Assets, to determine how well the company is positioned to perform in the future. Although Eaton Vance investors may analyze each financial statement separately, they are all interrelated. The changes in Eaton Vance's assets and liabilities, for example, are also reflected in the revenues and expenses on on Eaton Vance's income statement. Understanding these patterns can help investors time the market effectively. Please read more on our fundamental analysis page.

		Last Reported	Projected for Next Year
	Total Assets	527.4 M	652 M

Pair Trading with Eaton Vance

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Eaton Vance position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Eaton Vance will appreciate offsetting losses from the drop in the long position's value.

Moving together with Eaton Stock

0.84	DIST	Distoken Acquisition	Pair Corr
0.71	AB	AllianceBernstein	Pair Corr
0.64	AC	Associated Capital	Pair Corr
0.75	BX	Blackstone Group Fiscal Year End 23rd of January 2025	Pair Corr

Moving against Eaton Stock

0.63	RC	Ready Capital Corp	Pair Corr
0.62	XP	Xp Inc	Pair Corr
0.51	DMYY	dMY Squared Technology	Pair Corr

The ability to find closely correlated positions to Eaton Vance could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Eaton Vance when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Eaton Vance - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Eaton Vance Senior to buy it.

The correlation of Eaton Vance is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Eaton Vance moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Eaton Vance Senior moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.

Correlation analysis and pair trading evaluation for Eaton Vance can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.

Pair Correlation Correlation Matching

Additional Tools for Eaton Stock Analysis

When running Eaton Vance's price analysis, check to measure Eaton Vance's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Eaton Vance is operating at the current time. Most of Eaton Vance's value examination focuses on studying past and present price action to predict the probability of Eaton Vance's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Eaton Vance's price. Additionally, you may evaluate how the addition of Eaton Vance to your portfolios can decrease your overall portfolio volatility.

Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions

Feedback Blog

Made with optimal in San Francisco

2024 Macroaxis LLC