Eaton Vance New Stock Ten Year Return

ENX Stock

USD 9.58 0.15 1.59%

Eaton Vance New 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.

Total Stockholder Equity Total Assets

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Eaton Vance New Company Ten Year Return Analysis

Eaton Vance's Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.

Ten Year Return

(Mean of Monthly Returns - 1)

X

100%

More About Ten Year Return | All Equity Analysis

Eaton Ten Year Return 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 Ten Year Return. 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.

	Total Assets	Total Stockholder Equity	Net Tangible Assets	Retained Earnings	Accounts Payable	Net Receivables	Total Liab	Long Term Investments	Common Stock	Long Term Debt	Net Debt	Total Current Assets	Deferred Long Term Liab	Short Long Term Debt	Short Term Debt	Net Invested Capital	Capital Stock	Current Deferred Revenue
Total Assets		0.6	0.63	0.83	-0.41	-0.39	0.14	0.34	-0.49	-0.56	0.88	-0.87	0.28	-0.61	0.39	0.96	-0.55	-0.77
Total Stockholder Equity	0.6		0.97	0.62	-0.43	-0.37	-0.69	0.13	-0.29	-0.35	0.42	-0.54	0.44	-0.27	0.36	0.48	-0.31	-0.46
Net Tangible Assets	0.63	0.97		0.66	-0.4	-0.33	-0.61	0.14	-0.4	-0.48	0.52	-0.57	0.48	-0.4	0.39	0.55	-0.4	-0.52
Retained Earnings	0.83	0.62	0.66		-0.69	-0.67	0.0	0.28	-0.39	-0.42	0.73	-0.75	0.2	-0.38	0.35	0.8	-0.41	-0.85
Accounts Payable	-0.41	-0.43	-0.4	-0.69		0.87	0.13	-0.21	0.21	0.18	-0.3	0.58	-0.12	0.03	-0.31	-0.43	0.21	0.73
Net Receivables	-0.39	-0.37	-0.33	-0.67	0.87		0.02	-0.18	0.17	0.09	-0.34	0.42	-0.18	-0.14	-0.3	-0.38	0.13	0.62
Total Liab	0.14	-0.69	-0.61	0.0	0.13	0.02		0.19	-0.07	-0.06	0.29	-0.07	-0.29	-0.17	-0.12	0.28	-0.06	-0.16
Long Term Investments	0.34	0.13	0.14	0.28	-0.21	-0.18	0.19		0.18	0.1	0.29	-0.21	-0.15	-0.02	-0.23	0.33	0.18	-0.42
Common Stock	-0.49	-0.29	-0.4	-0.39	0.21	0.17	-0.07	0.18		0.95	-0.65	0.61	-0.55	0.78	-0.79	-0.57	0.98	0.45
Long Term Debt	-0.56	-0.35	-0.48	-0.42	0.18	0.09	-0.06	0.1	0.95		-0.67	0.64	-0.55	0.92	-0.74	-0.66	0.94	0.49
Net Debt	0.88	0.42	0.52	0.73	-0.3	-0.34	0.29	0.29	-0.65	-0.67		-0.83	0.23	-0.67	0.38	0.93	-0.65	-0.66
Total Current Assets	-0.87	-0.54	-0.57	-0.75	0.58	0.42	-0.07	-0.21	0.61	0.64	-0.83		-0.21	0.65	-0.42	-0.9	0.67	0.8
Deferred Long Term Liab	0.28	0.44	0.48	0.2	-0.12	-0.18	-0.29	-0.15	-0.55	-0.55	0.23	-0.21		-0.38	0.69	0.28	-0.56	-0.23
Short Long Term Debt	-0.61	-0.27	-0.4	-0.38	0.03	-0.14	-0.17	-0.02	0.78	0.92	-0.67	0.65	-0.38		-0.51	-0.71	0.81	0.48
Short Term Debt	0.39	0.36	0.39	0.35	-0.31	-0.3	-0.12	-0.23	-0.79	-0.74	0.38	-0.42	0.69	-0.51		0.4	-0.8	-0.32
Net Invested Capital	0.96	0.48	0.55	0.8	-0.43	-0.38	0.28	0.33	-0.57	-0.66	0.93	-0.9	0.28	-0.71	0.4		-0.61	-0.82
Capital Stock	-0.55	-0.31	-0.4	-0.41	0.21	0.13	-0.06	0.18	0.98	0.94	-0.65	0.67	-0.56	0.81	-0.8	-0.61		0.45
Current Deferred Revenue	-0.77	-0.46	-0.52	-0.85	0.73	0.62	-0.16	-0.42	0.45	0.49	-0.66	0.8	-0.23	0.48	-0.32	-0.82	0.45

Click cells to compare fundamentals

Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.

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Eaton Return On Tangible Assets

Return On Tangible Assets

0.11

At this time, Eaton Vance's Return On Tangible Assets are fairly stable compared to the past year.

Based on the latest financial disclosure, Eaton Vance New has a Ten Year Return of 0.0%. This indicator is about the same for the Capital Markets average (which is currently at 0.0) sector and about the same as Financials (which currently averages 0.0) industry. This indicator is about the same for all United States stocks average (which is currently at 0.0).

Eaton Ten Year Return 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 Ten Year Return 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 ten year return 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	213.8M	222.3M	151.8M	146.9M	168.9M	217.8M
Enterprise Value	363.2M	348.3M	280.2M	233.1M	268.1M	366.4M

Eaton Fundamentals

	Return On Equity	0.029
	Return On Asset	0.0215
	Profit Margin	0.46 %
	Operating Margin	0.84 %
	Current Valuation	267.27 M
	Shares Outstanding	17.96 M
	Shares Owned By Institutions	51.16 %
	Number Of Shares Shorted	4.57 K
	Price To Earning	36.45 X
	Price To Book	0.87 X
	Price To Sales	13.79 X
	Revenue	29.79 M
	Gross Profit	11.43 M
	EBITDA	2.76 M
	Net Income	29.5 M
	Cash And Equivalents	1.33 M
	Cash Per Share	0.07 X
	Total Debt	88.09 M
	Debt To Equity	0.55 %
	Current Ratio	12.91 X
	Book Value Per Share	10.74 X
	Cash Flow From Operations	15.9 M
	Short Ratio	0.50 X
	Earnings Per Share	0.31 X
	Target Price	68.24
	Beta	0.58
	Market Capitalization	176.56 M
	Total Asset	283.9 M
	Retained Earnings	(30.47 M)
	Annual Yield	0.05 %
	Five Year Return	4.47 %
	Net Asset	283.9 M
	Last Dividend Paid	0.39

About Eaton Vance Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Eaton Vance New'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 New 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.

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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.

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