Eaton Vance California Stock Performance
| EVM Stock | USD 8.61 0.03 0.35% |
The firm shows a Beta (market volatility) of 0.27, which means not very significant fluctuations relative to the market. As returns on the market increase, Eaton Vance's returns are expected to increase less than the market. However, during the bear market, the loss of holding Eaton Vance is expected to be smaller as well. At this point, Eaton Vance California has a negative expected return of -0.0209%. Please make sure to confirm Eaton Vance's skewness, and the relationship between the value at risk and day median price , to decide if Eaton Vance California performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Eaton Vance California has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of very healthy basic indicators, Eaton Vance is not utilizing all of its potentials. The current stock price disarray, may contribute to short-term losses for the investors. ...more
Actual Historical Performance (%)
One Day Return 0.23 | Five Day Return (1.26) | Year To Date Return (7.70) | Ten Year Return (24.36) | All Time Return (42.58) |
Forward Dividend Yield 0.0579 | Payout Ratio | Forward Dividend Rate 0.5 | Dividend Date 2019-01-31 | Ex Dividend Date 2025-07-15 |
1 | Acquisition by Saba Capital Management, L.p. of 15764 shares of Eaton Vance at 8.89 subject to Rule 16b-3 | 04/29/2025 |
| Eaton Vance dividend paid on 30th of April 2025 | 04/30/2025 |
2 | Acquisition by Saba Capital Management, L.p. of 400 shares of Eaton Vance at 8.93 subject to Rule 16b-3 | 05/05/2025 |
3 | Acquisition by Saba Capital Management, L.p. of 16191 shares of Eaton Vance at 8.99 subject to Rule 16b-3 | 05/13/2025 |
4 | Acquisition by Saba Capital Management, L.p. of 7012 shares of Eaton Vance at 8.99 subject to Rule 16b-3 | 05/14/2025 |
5 | Acquisition by Saba Capital Management, L.p. of 12450 shares of Eaton Vance at 8.98 subject to Rule 16b-3 | 05/16/2025 |
6 | Acquisition by Saba Capital Management, L.p. of 4836 shares of Eaton Vance at 8.95 subject to Rule 16b-3 | 05/19/2025 |
7 | Acquisition by Saba Capital Management, L.p. of 81590 shares of Eaton Vance at 8.9 subject to Rule 16b-3 | 05/21/2025 |
8 | Acquisition by Saba Capital Management, L.p. of 32549 shares of Eaton Vance at 8.86 subject to Rule 16b-3 | 05/22/2025 |
| Eaton Vance dividend paid on 30th of May 2025 | 05/30/2025 |
9 | Acquisition by Saba Capital Management, L.p. of 22431 shares of Eaton Vance at 8.76 subject to Rule 16b-3 | 06/02/2025 |
10 | Acquisition by Saba Capital Management, L.p. of 14385 shares of Eaton Vance at 8.81 subject to Rule 16b-3 | 06/04/2025 |
11 | Eaton vance california municipal bond fund sees 11,383 stock purchase by saba capital management - Investing.com | 06/10/2025 |
12 | Acquisition by Saba Capital Management, L.p. of 57844 shares of Eaton Vance at 8.74 subject to Rule 16b-3 | 06/11/2025 |
13 | Acquisition by Saba Capital Management, L.p. of 11886 shares of Eaton Vance at 8.78 subject to Rule 16b-3 | 06/12/2025 |
14 | Acquisition by Saba Capital Management, L.p. of 1076 shares of Eaton Vance at 8.75 subject to Rule 16b-3 | 06/13/2025 |
15 | Acquisition by Saba Capital Management, L.p. of 14285 shares of Eaton Vance at 8.82 subject to Rule 16b-3 | 06/17/2025 |
16 | Acquisition by Saba Capital Management, L.p. of 21756 shares of Eaton Vance at 8.78 subject to Rule 16b-3 | 06/20/2025 |
17 | Acquisition by Saba Capital Management, L.p. of 12660 shares of Eaton Vance at 8.79 subject to Rule 16b-3 | 06/23/2025 |
| Eaton Vance dividend paid on 30th of June 2025 | 06/30/2025 |
19 | What drives Eaton Vance California Municipal Income Trust stock price - Dynamic growth stocks - Autocar Professional | 07/23/2025 |
| Begin Period Cash Flow | 650 K |
Eaton Vance Relative Risk vs. Return Landscape
If you would invest 873.00 in Eaton Vance California on April 26, 2025 and sell it today you would lose (12.00) from holding Eaton Vance California or give up 1.37% of portfolio value over 90 days. Eaton Vance California is generating negative expected returns assuming volatility of 0.5374% on return distribution over 90 days investment horizon. In other words, 4% of stocks are less volatile than Eaton, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Eaton Vance Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Eaton Vance's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Eaton Vance California, and traders can use it to determine the average amount a Eaton Vance's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0389
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | EVM |
Estimated Market Risk
| 0.54 actual daily | 4 96% of assets are more volatile |
Expected Return
| -0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.04 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Eaton Vance is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Eaton Vance by adding Eaton Vance to a well-diversified portfolio.
Eaton Vance Fundamentals Growth
Eaton Stock prices reflect investors' perceptions of the future prospects and financial health of Eaton Vance, and Eaton Vance fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Eaton Stock performance.
| Return On Equity | -0.0091 | |||
| Return On Asset | 0.0204 | |||
| Profit Margin | (0.16) % | |||
| Operating Margin | 0.79 % | |||
| Current Valuation | 307.56 M | |||
| Shares Outstanding | 24.67 M | |||
| Price To Earning | 16.06 X | |||
| Price To Book | 0.88 X | |||
| Price To Sales | 14.94 X | |||
| Revenue | 33.13 M | |||
| Gross Profit | 14.22 M | |||
| EBITDA | 32.82 M | |||
| Net Income | 32.82 M | |||
| Cash And Equivalents | 8.13 M | |||
| Cash Per Share | 0.32 X | |||
| Total Debt | 327.23 M | |||
| Debt To Equity | 0.74 % | |||
| Current Ratio | 22.26 X | |||
| Book Value Per Share | 9.79 X | |||
| Cash Flow From Operations | 26.64 M | |||
| Earnings Per Share | (0.09) X | |||
| Market Capitalization | 212.43 M | |||
| Total Asset | 991.76 M | |||
| Retained Earnings | (46.72 M) | |||
About Eaton Vance Performance
By examining Eaton Vance's fundamental ratios, stakeholders can obtain critical insights into Eaton Vance's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Eaton Vance is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.04 | 0.04 | |
| Return On Capital Employed | 0.04 | 0.04 | |
| Return On Assets | 0.04 | 0.04 | |
| Return On Equity | 0.06 | 0.06 |
Things to note about Eaton Vance California performance evaluation
Checking the ongoing alerts about Eaton Vance for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Eaton Vance California help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Eaton Vance generated a negative expected return over the last 90 days | |
| Eaton Vance has high likelihood to experience some financial distress in the next 2 years | |
| On 30th of June 2025 Eaton Vance paid $ 0.0417 per share dividend to its current shareholders | |
| Latest headline from news.google.com: What drives Eaton Vance California Municipal Income Trust stock price - Dynamic growth stocks - Autocar Professional |
- Analyzing Eaton Vance's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Eaton Vance's stock is overvalued or undervalued compared to its peers.
- Examining Eaton Vance's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Eaton Vance's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Eaton Vance's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Eaton Vance's stock. These opinions can provide insight into Eaton Vance's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Eaton Vance California. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in real. You can also try the Portfolio Holdings module to check your current holdings and cash postion to detemine if your portfolio needs rebalancing.
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 | 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.