Eaton Competitors

ETX Stock  USD 17.64  0.29  1.62%   
Eaton Vance Municipal competes with MFS Investment, Federated Premier, Nuveen California, Eaton Vance, and Blackrock Muniholdings; as well as few others. The company runs under Capital Markets sector within Financials industry. Analyzing Eaton Vance competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Eaton Vance to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Eaton Vance Correlation with its peers.
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Eaton Vance competition on your existing holdings.
  
Return On Tangible Assets is likely to drop to 0.01 in 2024. Return On Capital Employed is likely to drop to 0.02 in 2024. At this time, Eaton Vance's Total Assets are fairly stable compared to the past year. Non Current Assets Total is likely to rise to about 267.8 M in 2024, whereas Non Currrent Assets Other are likely to drop (244.2 M) in 2024.
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Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Eaton Vance's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Hype
Prediction
LowEstimatedHigh
17.1717.6418.11
Details
Intrinsic
Valuation
LowRealHigh
8.659.1219.40
Details

Eaton Vance Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Eaton Vance and its competitors represents the degree of relationship between the price movements of corresponding stocks. A correlation of about +1.0 implies that the price of Eaton and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Eaton Vance Municipal does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
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High negative correlations   
NXCCBH
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Risk-Adjusted Indicators

There is a big difference between Eaton Stock performing well and Eaton Vance Company doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Eaton Vance's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
Mean DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
CXH  0.40 (0.05) 0.00 (0.80) 0.00 
 0.62 
 3.29 
CBH  0.13  0.04  0.07 (8.41) 0.00 
 0.22 
 0.78 
IHTA  0.23  0.04  0.04  0.71  0.25 
 0.68 
 2.03 
FMN  0.52 (0.19) 0.00 (3.20) 0.00 
 0.98 
 2.67 
NXC  0.47 (0.09) 0.00 (11.83) 0.00 
 0.81 
 4.03 
EOT  0.40 (0.10) 0.00 (11.01) 0.00 
 0.81 
 2.86 
MHN  0.46 (0.10) 0.00 (1.18) 0.00 
 0.93 
 2.44 
IHIT  0.46 (0.05) 0.00  0.91  0.00 
 1.07 
 2.70 
JHAA  0.15  0.02  0.00  0.64  0.00 
 0.33 
 0.96 
MQY  0.53 (0.15) 0.00 (1.23) 0.00 
 0.97 
 3.68 

Cross Equities Net Income Analysis

Compare Eaton Vance Municipal and related stocks such as MFS Investment Grade, CBH, and Invesco High Income Net Income Over Time
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201020112012201320142015201620172018201920202021202220232024
CXH12.9 M17.3 M17.3 M17.3 M6.2 M485.3 K9.1 MM9.4 M4.4 M4.9 M(18.3 M)1.6 M1.4 M1.5 M
NXC5.1 M8.4 M8.4 M265.7 K9.3 M231.3 K231.3 K4.2 M4.4 M5.9 M5.9 M(1.4 M)(6 M)5.1 M5.4 M
EOT13.3 M13.3 M13.3 M13.3 M13.3 M13.3 M802.1 K11.7 M13.7 M6.3 M30.1 M(14.5 M)(15.7 M)14.6 M15.3 M
MFM25.2 M43.2 M43.2 M43.2 M16.6 M23.1 M8.8 M3.2 M29.4 M(1.6 M)24.1 M(68.3 M)1.2 MM993.9 K
CXE24.6 M24 M24 M24 M9.6 M3.5 M13.4 M4.5 M16.2 M799.4 K12.6 M(34.3 M)2.5 M2.2 M1.3 M
JavaScript chart by amCharts 3.21.15Macroaxis Charts2012201420162018202020222024

Eaton Vance Municipal and related stocks such as MFS Investment Grade, CBH, and Invesco High Income Net Income description

Net income is one of the most important fundamental items in finance. It plays a large role in Eaton Vance Municipal financial statement analysis. It represents the amount of money remaining after all of Eaton Vance Municipal operating expenses, interest, taxes and preferred stock dividends have been deducted from a company total revenue.

Eaton Vance Competitive Analysis

The better you understand Eaton Vance competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Eaton Vance's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Eaton Vance's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
ETX CXH CBH IHTA FMN NXC EOT MHN IHIT JHAA
 1.62 
 17.64 
Eaton
 0.13 
 7.87 
MFS
 94.23 
 17.85 
CBH
 0.00 
 7.54 
Invesco
 0.09 
 10.87 
Federated
 0.38 
 13.09 
Nuveen
 0.30 
 16.57 
Eaton
 0.68 
 10.30 
Blackrock
 1.19 
 7.45 
IHIT
 0.21 
 9.39 
Nuveen
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Eaton Vance Competition Performance Charts

JavaScript chart by amCharts 3.21.15OctNovDecNov 14Nov 19Nov 24Nov 29DecDec 09Dec 14Dec 19Dec 24-4%-2%0%2%4%6%8% Show all
JavaScript chart by amCharts 3.21.15Eaton Vance Municipal MFS Investment Grade CBH Invesco High Income Federated Premier Nuveen California Select Eaton Vance National Blackrock Muniholdings IHIT Nuveen High Income Dow Jones Industrial

Five steps to successful analysis of Eaton Vance Competition

Eaton Vance's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Eaton Vance Municipal in relation to its competition. Eaton Vance's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Eaton Vance in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Eaton Vance's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Eaton Vance Municipal, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Eaton Vance position

In addition to having Eaton Vance in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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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.

Trending Assets

CBH
CBH
17.85  8.66  94.23 
IHTA
Invesco High Income
7.54  0.00  0.00 
IHIT
IHIT
7.45  -0.09  -1.19 
MHN
Blackrock Muniholdings
10.30  0.07  0.68