Eaton Vance Senior Stock Annual Yield
| EFR Stock | USD 12.87 0.06 0.47% |
Eaton Vance Senior fundamentals help investors to digest information that contributes to Eaton Vance's financial success or failures. It also enables traders to predict the movement of Eaton Stock. The fundamental analysis module provides a way to measure Eaton Vance's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Eaton Vance stock.
Eaton | Annual Yield |
Eaton Vance Senior Company Annual Yield Analysis
Eaton Vance's Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.
Current Eaton Vance Annual Yield | 0.09 % |
Most of Eaton Vance's fundamental indicators, such as Annual Yield, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Eaton Vance Senior is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Eaton Annual Yield Driver Correlations
Understanding the fundamental principles of building solid financial models for Eaton Vance is extremely important. It helps to project a fair market value of Eaton Stock properly, considering its historical fundamentals such as Annual Yield. Since Eaton Vance's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Eaton Vance's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Eaton Vance's interrelated accounts and indicators.
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Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
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Eaton Free Cash Flow Yield
Free Cash Flow Yield |
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In accordance with the recently published financial statements, Eaton Vance Senior has an Annual Yield of 0.0937%. This is much higher than that of the Capital Markets sector and significantly higher than that of the Financials industry. The annual yield for all United States stocks is notably lower than that of the firm.
Eaton Annual Yield Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Eaton Vance's direct or indirect competition against its Annual Yield to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Eaton Vance could also be used in its relative valuation, which is a method of valuing Eaton Vance by comparing valuation metrics of similar companies.Eaton Vance is currently under evaluation in annual yield category among its peers.
Eaton Vance Current Valuation Drivers
We derive many important indicators used in calculating different scores of Eaton Vance from analyzing Eaton Vance's financial statements. These drivers represent accounts that assess Eaton Vance's ability to generate profits relative to its revenue, operating costs, and shareholders' equity. Below are some of Eaton Vance's important valuation drivers and their relationship over time.
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Market Cap | 466.3M | 438.5M | 529.8K | 395.1K | 454.3K | 431.6K | |
| Enterprise Value | 674.4M | 655.9M | 115.1M | 128.4M | 147.7M | 140.3M |
Eaton Fundamentals
| Return On Equity | -0.0022 | ||||
| Return On Asset | 0.0378 | ||||
| Profit Margin | (0.02) % | ||||
| Operating Margin | 0.80 % | ||||
| Current Valuation | 563.29 M | ||||
| Shares Outstanding | 29.2 M | ||||
| Shares Owned By Institutions | 22.94 % | ||||
| Number Of Shares Shorted | 144.07 K | ||||
| Price To Earning | 30.16 X | ||||
| Price To Book | 0.98 X | ||||
| Price To Sales | 8.15 X | ||||
| Revenue | 55.66 M | ||||
| Gross Profit | 35.2 M | ||||
| EBITDA | 54.9 M | ||||
| Net Income | 54.9 M | ||||
| Cash And Equivalents | 8.07 M | ||||
| Cash Per Share | 0.28 X | ||||
| Total Debt | 110 M | ||||
| Debt To Equity | 0.31 % | ||||
| Current Ratio | 0.09 X | ||||
| Book Value Per Share | 13.02 X | ||||
| Cash Flow From Operations | 61 M | ||||
| Short Ratio | 1.70 X | ||||
| Earnings Per Share | 1.69 X | ||||
| Target Price | 12.43 | ||||
| Beta | 0.57 | ||||
| Market Capitalization | 374.06 M | ||||
| Total Asset | 586.02 M | ||||
| Retained Earnings | (95.22 M) | ||||
| Annual Yield | 0.09 % | ||||
| Five Year Return | 6.71 % | ||||
| Net Asset | 586.02 M | ||||
| Last Dividend Paid | 1.03 |
About Eaton Vance Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Eaton Vance Senior's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Eaton Vance using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Eaton Vance Senior based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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 | PairCorr |
| 0.71 | AB | AllianceBernstein | PairCorr |
| 0.64 | AC | Associated Capital | PairCorr |
| 0.75 | BX | Blackstone Group Fiscal Year End 23rd of January 2025 | PairCorr |
Moving against Eaton Stock
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.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.