Eaton Vance Municipal Stock Performance
| EVN Stock | USD 10.25 0.01 0.1% |
The firm shows a Beta (market volatility) of 0.24, 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 Municipal has a negative expected return of -0.0436%. Please make sure to confirm Eaton Vance's treynor ratio, kurtosis, as well as the relationship between the Kurtosis and day typical price , to decide if Eaton Vance Municipal 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 Municipal 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
| Eaton Vance dividend paid on 21st of March 2025 | 03/21/2025 |
| Eaton Vance dividend paid on 22nd of April 2025 | 04/22/2025 |
| Eaton Vance dividend paid on 23rd of May 2025 | 05/23/2025 |
| Begin Period Cash Flow | 134.8 K |
Eaton Vance Relative Risk vs. Return Landscape
If you would invest 1,056 in Eaton Vance Municipal on March 2, 2025 and sell it today you would lose (31.00) from holding Eaton Vance Municipal or give up 2.94% of portfolio value over 90 days. Eaton Vance Municipal is generating negative expected returns assuming volatility of 0.8642% on return distribution over 90 days investment horizon. In other words, 7% 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 Municipal, 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 = -0.0504
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| Negative Returns | EVN |
Estimated Market Risk
| 0.86 actual daily | 7 93% of assets are more volatile |
Expected Return
| -0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.05 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 | 0.0821 | ||||
| Return On Asset | 0.024 | ||||
| Profit Margin | 1.29 % | ||||
| Operating Margin | 0.85 % | ||||
| Current Valuation | 586.14 M | ||||
| Shares Outstanding | 39.67 M | ||||
| Price To Earning | 11.33 X | ||||
| Price To Book | 0.89 X | ||||
| Price To Sales | 14.24 X | ||||
| Revenue | 38.57 M | ||||
| EBITDA | 43.1 M | ||||
| Cash And Equivalents | 4.66 M | ||||
| Cash Per Share | 0.12 X | ||||
| Total Debt | 195.76 M | ||||
| Debt To Equity | 0.57 % | ||||
| Book Value Per Share | 11.47 X | ||||
| Cash Flow From Operations | 22.35 M | ||||
| Earnings Per Share | 0.93 X | ||||
| Total Asset | 650.68 M | ||||
| Retained Earnings | (17.67 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.
Eaton Vance Municipal Income Trust is a close ended fixed income mutual fund launched and managed by Eaton Vance Management. Eaton Vance Municipal Income Trust was formed in 1998 and is domiciled in United States. Eaton Vance is traded on New York Stock Exchange in the United States.Things to note about Eaton Vance Municipal 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 Municipal 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 | |
| On 23rd of May 2025 Eaton Vance paid $ 0.0513 per share dividend to its current shareholders |
- 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 Municipal. 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 Manager module to state of the art Portfolio Manager to monitor and improve performance of your invested capital.
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.
The market value of Eaton Vance Municipal 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.