Eaton Historical Income Statement
| EFR Stock | USD 12.94 0.10 0.78% |
Historical analysis of Eaton Vance income statement accounts such as Total Revenue of 33 M or Gross Profit of 31.9 M can show how well Eaton Vance Senior performed in making a profits. Evaluating Eaton Vance income statement over time to spot trends is a great complementary tool to traditional technical analysis and can indicate the direction of Eaton Vance's future profits or losses.
Financial Statement Analysis is much more than just reviewing and examining Eaton Vance Senior latest accounting reports to predict its past. Macroaxis encourages investors to analyze financial statements over time for various trends across multiple indicators and accounts to determine whether Eaton Vance Senior is a good buy for the upcoming year.
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About Eaton Income Statement Analysis
Eaton Vance Senior Income Statement consists of revenues and expenses along with the resulting net income or loss. It represents the profit for the accounting period attributable to Eaton Vance shareholders. The income statement also shows Eaton investors and management if the firm made money during the period reported. The result of an income statement is the net income that is calculated after subtracting the expenses from revenue. It is essential to investors both as an absolute measure as well as earnings per share (i.e., EPS).
Eaton Vance Income Statement Chart
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Total Revenue
Total revenue comprises all receipts Eaton Vance Senior generated from the sale of its products or services. The total amount of income generated by the sale of goods or services related to the company's primary operations.Other Operating Expenses
Other Operating Expenses is the expense which generally does not depend on sales or production quantities of Eaton Vance Senior. It is also known as Eaton Vance overhead expenses. Typically these expenses include marketing, rent and utilities, office, leases, and other overhead cost. Expenses incurred from non-core business activities, including administrative and general expenses, but excluding costs directly related to production.Most accounts from Eaton Vance's income statement are interrelated and interconnected. However, analyzing income statement accounts one by one will only give a small insight into Eaton Vance Senior current financial condition. On the other hand, looking into the entire matrix of income statement accounts, and analyzing their relationships over time can provide a more complete picture of the company financial strength now and in the future. Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Eaton Vance Senior. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in census. At this time, Eaton Vance's Interest Expense is relatively stable compared to the past year. As of 11/28/2024, Net Income From Continuing Ops is likely to grow to about 66.3 M, while Total Revenue is likely to drop slightly above 33 M.
| 2021 | 2022 | 2023 | 2024 (projected) | Interest Income | 34.5M | 53.2M | 47.8M | 34.0M | Net Interest Income | 31.3M | 45.9M | 41.3M | 30.1M |
Eaton Vance income statement Correlations
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Eaton Vance Account Relationship Matchups
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Eaton Vance income statement Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Interest Expense | 3.9M | 2.3M | 3.2M | 7.3M | 8.3M | 8.8M | |
| Selling General Administrative | 750.5K | 931.7K | 768.8K | 752.0K | 676.8K | 642.9K | |
| Total Revenue | (1.5M) | 58.5M | (28.7M) | 55.7M | 50.1M | 33.0M | |
| Gross Profit | (1.5M) | 58.5M | (28.7M) | 55.7M | 50.1M | 31.9M | |
| Other Operating Expenses | 769.7K | 954.0K | 784.1K | 755.8K | 869.2K | 740.1K | |
| Operating Income | (2.3M) | 57.6M | (26.3M) | 54.9M | 49.4M | 30.8M | |
| Net Income From Continuing Ops | (2.3M) | 57.6M | (29.5M) | 54.9M | 63.1M | 66.3M | |
| Ebit | (2.3M) | 57.6M | (26.3M) | 54.9M | 49.4M | 30.8M | |
| Total Operating Expenses | 769.7K | 954.0K | 784.1K | 755.8K | 680.2K | 646.2K | |
| Income Before Tax | (2.3M) | 57.6M | (29.5M) | 54.9M | 49.4M | 27.1M | |
| Total Other Income Expense Net | (3.9M) | (2.3M) | (3.2M) | (755.8K) | (869.2K) | (912.7K) | |
| Net Income Applicable To Common Shares | 4.3M | (3.3M) | 57.5M | (30.8M) | (35.4M) | (33.6M) | |
| Net Income | (2.3M) | 57.6M | (29.5M) | 54.9M | 63.1M | 66.3M | |
| Income Tax Expense | (3.3M) | 57.5M | 28.6M | 5.9M | 6.8M | 8.1M | |
| Net Interest Income | 35.7M | 31.1M | 31.3M | 45.9M | 41.3M | 30.1M | |
| Interest Income | 39.6M | 33.4M | 34.5M | 53.2M | 47.8M | 34.0M | |
| Depreciation And Amortization | (32.9M) | (27.2M) | (28.6M) | 167.9K | 151.1K | 158.7K | |
| Ebitda | (2.3M) | 57.6M | (26.3M) | 54.9M | 49.4M | 51.9M |
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
| 0.75 | BN | Brookfield Corp | PairCorr |
| 0.86 | BX | Blackstone Group Fiscal Year End 23rd of January 2025 | PairCorr |
| 0.77 | CG | Carlyle Group | PairCorr |
| 0.86 | APO | Apollo Global Management | PairCorr |
| 0.77 | AXP | American Express Fiscal Year End 24th 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.