Eaton Financial Statements From 2010 to 2025

EVM Stock  USD 8.95  0.03  0.33%   
Eaton Vance's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Eaton Vance's valuation are provided below:
Gross Profit
14.2 M
Profit Margin
(0.16)
Market Capitalization
221.4 M
Enterprise Value Revenue
38.5739
Revenue
14.2 M
There are over one hundred nineteen available fundamental signals for Eaton Vance California, which can be analyzed over time and compared to other ratios. Self-guided Investors are advised to verify Eaton Vance's prevailing fundamentals against the trend between 2010 and 2025 to make sure the company can sustain itself down the road. As of the 14th of August 2025, Market Cap is likely to drop to about 271.9 M. In addition to that, Enterprise Value is likely to drop to about 504.4 M

Eaton Vance Total Revenue

31.3 Million

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 2.7 M, Selling General Administrative of 321.2 K or Total Revenue of 31.3 M, as well as many indicators such as Price To Sales Ratio of 6.15, Dividend Yield of 0.074 or PTB Ratio of 0.4. Eaton financial statements analysis is a perfect complement when working with Eaton Vance Valuation or Volatility modules.
  
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Check out the analysis of Eaton Vance Correlation against competitors.

Eaton Vance Balance Sheet

Current ValueLast YearHistorical Average 10 Year Trend
Total Assets1.2 B1.1 B596.8 M
Slightly volatile
Total Stockholder Equity620.8 M591.2 M355.7 M
Slightly volatile
Net Tangible Assets254.5 M216 M284.8 M
Slightly volatile
Accounts Payable4.4 M4.1 MM
Slightly volatile
Long Term Debt215.6 M264.8 M210.6 M
Slightly volatile
Net Receivables10.4 M13 M10.2 M
Slightly volatile
Total Liabilities204.1 M385.1 M207.5 M
Slightly volatile
Long Term Investments651.6 M1.1 B627.5 M
Slightly volatile
Common Stock687.3 K654.6 K304.7 K
Slightly volatile
Short and Long Term Debt Total219.4 M376.3 M211.9 M
Slightly volatile
Total Current Liabilities2.4 M3.2 M2.6 M
Pretty Stable
Net Debt216.8 M376.3 M209.9 M
Slightly volatile
Non Current Assets Total1.2 B1.1 B580.8 M
Slightly volatile
Common Stock Shares Outstanding25.7 M28.4 M23.9 M
Slightly volatile
Liabilities And Stockholders Equity1.2 B1.1 B593.4 M
Slightly volatile
Non Current Liabilities Total219.7 M381 M212.5 M
Slightly volatile
Other Stockholder Equity864.4 M823.2 M388.5 M
Slightly volatile
Total Current Assets13.7 M13 M12.3 M
Pretty Stable
Net Invested Capital756.7 M1.1 B634 M
Slightly volatile
Capital Stock392.2 K654.6 K315 K
Slightly volatile

Eaton Vance Income Statement

Current ValueLast YearHistorical Average 10 Year Trend
Selling General Administrative321.2 K260.6 K357.4 K
Pretty Stable
Other Operating Expenses396.9 K353.8 K348 K
Pretty Stable
Net Interest Income14.8 M9.5 M17.1 M
Very volatile
Interest Income18 M12.8 M20.3 M
Very volatile
Depreciation And Amortization167.8 K151.1 K198.9 K
Slightly volatile

Eaton Vance Cash Flow Statement

Current ValueLast YearHistorical Average 10 Year Trend
Dividends Paid12.9 M9.8 M14.6 M
Pretty Stable
Total Cash From Operating Activities38.4 M30.6 M37.7 M
Pretty Stable
Free Cash Flow40.2 M30.6 M37.3 M
Pretty Stable

Financial Ratios

Current ValueLast YearHistorical Average 10 Year Trend
Dividend Yield0.0740.05270.1134
Slightly volatile
PTB Ratio0.40.420.8037
Slightly volatile
Book Value Per Share25.1623.9614.6159
Slightly volatile
Free Cash Flow Yield0.120.130.5313
Slightly volatile
Operating Cash Flow Per Share1.181.245.8602
Slightly volatile
Average Payables13.3 M10.5 M14.3 M
Slightly volatile
PB Ratio0.40.420.8037
Slightly volatile
Free Cash Flow Per Share1.181.245.8602
Slightly volatile
Cash Per Share0.0410.04610.0502
Slightly volatile
POCF Ratio9.210.284.5899
Slightly volatile
PFCF Ratio9.210.284.5899
Slightly volatile
EV To Operating Cash Flow12.7219.18.308
Slightly volatile
EV To Free Cash Flow12.7219.18.308
Slightly volatile
Current Ratio3.493.6717.6884
Pretty Stable
Tangible Book Value Per Share25.1623.9614.6159
Slightly volatile
Graham Number13.4625.4120.0436
Slightly volatile
Shareholders Equity Per Share25.1623.9614.6159
Slightly volatile
Debt To Equity0.690.570.6673
Slightly volatile
Average Receivables18 M13.1 M19.4 M
Slightly volatile
Interest Debt Per Share6.9512.079.1299
Very volatile
Debt To Assets0.410.380.3929
Slightly volatile
Price Book Value Ratio0.40.420.8037
Slightly volatile
Price To Operating Cash Flows Ratio9.210.284.5899
Slightly volatile
Price To Free Cash Flows Ratio9.210.284.5899
Slightly volatile
Pretax Profit Margin1.081.140.9949
Slightly volatile
Operating Profit Margin1.081.140.9949
Slightly volatile
Company Equity Multiplier1.851.741.7172
Very volatile
Long Term Debt To Capitalization0.410.380.3935
Slightly volatile
Total Debt To Capitalization0.420.380.4002
Slightly volatile
Debt Equity Ratio0.690.570.6673
Slightly volatile
Ebit Per Revenue1.081.140.9949
Slightly volatile
Quick Ratio3.493.6717.6884
Pretty Stable
Dividend Paid And Capex Coverage Ratio3.862.24.651
Very volatile
Cash Ratio2.542.853.1115
Slightly volatile
Cash Flow Coverage Ratios0.08890.09360.6944
Slightly volatile
Price To Book Ratio0.40.420.8037
Slightly volatile
Price Cash Flow Ratio9.210.284.5899
Slightly volatile
Debt Ratio0.410.380.3929
Slightly volatile
Cash Flow To Debt Ratio0.08890.09360.6944
Slightly volatile
Net Profit Margin1.081.140.9949
Slightly volatile
Price Fair Value0.40.420.8037
Slightly volatile

Eaton Vance Valuation Data

Current ValueLast YearHistorical Average 10 Year Trend
Market Cap271.9 M273.8 M271.1 M
Slightly volatile
Enterprise Value504.4 M650.1 M498.8 M
Very volatile

About Eaton Vance Financial Statements

Eaton Vance investors utilize fundamental indicators, such as revenue or net income, to predict how Eaton Stock might perform in the future. Analyzing these trends over time helps investors make informed market timing decisions. For further insights, please visit our fundamental analysis page.
Last ReportedProjected for Next Year
Total Revenue29.8 M31.3 M
Sales General And Administrative To Revenue 0.01  0.01 
Revenue Per Share 1.54  1.62 
Ebit Per Revenue 1.14  1.08 

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When determining whether Eaton Vance California is a strong investment it is important to analyze Eaton Vance's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Eaton Vance's future performance. For an informed investment choice regarding Eaton Stock, refer to the following important reports:
Check out the analysis of Eaton Vance Correlation against competitors.
You can also try the Idea Breakdown module to analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes.
Is Asset Management & Custody Banks space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Eaton Vance. If investors know Eaton will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Eaton Vance listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
0.145
Dividend Share
0.49
Earnings Share
(0.09)
Revenue Per Share
0.576
Quarterly Revenue Growth
(0.01)
The market value of Eaton Vance California is measured differently than its book value, which is the value of Eaton that is recorded on the company's balance sheet. Investors also form their own opinion of Eaton Vance's value that differs from its market value or its book value, called intrinsic value, which is Eaton Vance's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Eaton Vance's market value can be influenced by many factors that don't directly affect Eaton Vance's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Eaton Vance's value and its price as these two are different measures arrived at by different means. Investors typically determine if Eaton Vance is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Eaton Vance's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.