Eaton Historical Balance Sheet

EVN Stock

USD 10.69 0.19 1.81%

Trend analysis of Eaton Vance Municipal balance sheet accounts such as Total Current Liabilities of 6.2 M or Total Stockholder Equity of 437.6 M provides information on Eaton Vance's total assets, liabilities, and equity, which is the actual value of Eaton Vance Municipal to its prevalent stockholders. By breaking down trends over time using Eaton Vance balance sheet statements, investors will see what precisely the company owns and what it owes to creditors or other parties at the end of each accounting year.

Cash Flow Balance Sheet Income Statement

Housing Crash

Credit Downgrade

Yuan Drop

Covid

Financial Statement Analysis is much more than just reviewing and examining Eaton Vance Municipal 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 Municipal is a good buy for the upcoming year.

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.

About Eaton Balance Sheet Analysis

Balance Sheet is a snapshot of the financial position of Eaton Vance Municipal at a specified time, usually calculated after every quarter, six months, or one year. Eaton Vance Balance Sheet has two main parts: assets and liabilities. Liabilities are the debts or obligations of Eaton Vance and are divided into current liabilities and long term liabilities. An asset, on the other hand, is anything of value that can be converted into cash and which Eaton currently owns. An asset can also be divided into two categories, current and non-current.

Eaton Vance Balance Sheet Chart

At this time, Eaton Vance's Short and Long Term Debt Total is very stable compared to the past year. As of the 28th of November 2024, Net Invested Capital is likely to grow to about 760.9 M, while Total Assets are likely to drop about 594.1 M.

Total Assets Total Current Liabilities Total Stockholder Equity Non Current Assets Total Other Assets Good Will

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Total Assets

Total assets refers to the total amount of Eaton Vance assets owned. Assets are items that have some economic value and are expended over time to create a benefit for the owner. These assets are usually recorded in Eaton Vance Municipal books under different categories such as cash, marketable securities, accounts receivable,prepaid expenses, inventory, fixed assets, intangible assets, other assets, marketable securities, accounts receivable, prepaid expenses and others. The total value of all owned resources that are expected to provide future economic benefits to the business, including cash, investments, accounts receivable, inventory, property, plant, equipment, and intangible assets.

Total Current Liabilities

Total Current Liabilities is an item on Eaton Vance balance sheet that include short term debt, accounts payable, accrued salaries payable, payroll taxes payable, accrued liabilities and other debts. Total Current Liabilities of Eaton Vance Municipal are important to investors because some useful performance ratios such as Current Ratio and Quick Ratio require Total Current Liabilities to be accurate. The total amount of liabilities that a company is expected to pay within one year, including debts, accounts payable, and other short-term financial obligations.

Total Stockholder Equity

The total equity held by shareholders, calculated as the difference between a company's total assets and total liabilities. It represents the net value of the company owned by shareholders.

Non Current Assets Total

The total value of a company's long-term assets, which are not expected to be converted into cash or used up within one year or the operating cycle, including property, plant, and equipment, and intangible assets.

Good Will

An intangible asset that arises when a company acquires another business for more than the fair market value of its net identifiable assets, representing the value of the brand, customer base, and other intangible factors.

Most accounts from Eaton Vance's balance sheet are interrelated and interconnected. However, analyzing balance sheet accounts one by one will only give a small insight into Eaton Vance Municipal current financial condition. On the other hand, looking into the entire matrix of balance sheet 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 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.

	2021	2022	2023	2024 (projected)
Total Stockholder Equity	446.3M	440.8M	506.9M	437.6M
Total Current Liabilities	4.9M	7.3M	6.6M	6.2M

Total Stockholder Equity Total Current Liabilities

Eaton Vance balance sheet Correlations

	Total Assets	Other Current Liab	Total Current Liabilities	Total Stockholder Equity	Net Debt	Retained Earnings	Cash	Non Current Assets Total	Non Currrent Assets Other	Other Assets	Cash And Short Term Investments	Net Receivables	Common Stock Total Equity	Common Stock Shares Outstanding	Non Current Liabilities Total	Other Stockholder Equity	Total Liab	Total Current Assets	Common Stock	Accounts Payable	Net Tangible Assets	Long Term Debt	Long Term Investments	Short Long Term Debt Total	Long Term Debt Total	Capital Surpluse
Total Assets		-0.17	-0.12	0.89	0.84	0.63	0.47	0.99	-0.79	0.72	0.47	0.58	-0.58	0.84	0.71	0.77	0.89	0.8	-0.43	0.05	0.81	0.82	0.94	0.84	0.79	0.78
Other Current Liab	-0.17		0.99	-0.05	-0.55	-0.05	-0.27	-0.15	0.06	-0.28	-0.27	-0.19	0.36	-0.26	-0.19	-0.53	-0.25	-0.3	0.75	-0.05	-0.3	-0.35	-0.26	-0.4	-0.35	-0.26
Total Current Liabilities	-0.12	0.99		-0.02	-0.5	-0.02	-0.2	-0.1	0.01	-0.22	-0.2	-0.16	0.29	-0.2	-0.17	-0.49	-0.2	-0.22	0.73	0.05	-0.26	-0.29	-0.22	-0.35	-0.3	-0.22
Total Stockholder Equity	0.89	-0.05	-0.02		0.57	0.52	0.35	0.89	-0.81	0.48	0.35	0.63	-0.42	0.79	0.48	0.65	0.59	0.73	-0.19	-0.06	0.86	0.66	0.91	0.6	0.68	0.81
Net Debt	0.84	-0.55	-0.5	0.57		0.54	0.53	0.82	-0.53	0.75	0.53	0.41	-0.6	0.73	0.73	0.83	0.93	0.71	-0.75	0.1	0.63	0.82	0.76	0.89	0.75	0.62
Retained Earnings	0.63	-0.05	-0.02	0.52	0.54		0.55	0.63	-0.53	0.74	0.55	0.04	-0.22	0.23	0.67	0.16	0.61	0.48	0.0	-0.18	0.5	0.29	0.63	0.66	0.25	0.19
Cash	0.47	-0.27	-0.2	0.35	0.53	0.55		0.44	-0.36	0.59	1.0	0.01	-0.07	0.24	0.29	0.34	0.49	0.65	-0.32	0.3	0.27	0.2	0.41	0.42	0.12	0.15
Non Current Assets Total	0.99	-0.15	-0.1	0.89	0.82	0.63	0.44		-0.82	0.74	0.44	0.57	-0.64	0.86	0.7	0.76	0.88	0.79	-0.39	0.07	0.84	0.84	0.95	0.85	0.82	0.8
Non Currrent Assets Other	-0.79	0.06	0.01	-0.81	-0.53	-0.53	-0.36	-0.82		-0.7	-0.36	-0.55	0.63	-0.66	-0.44	-0.54	-0.6	-0.67	0.21	-0.21	-0.71	-0.56	-0.82	-0.6	-0.57	-0.62
Other Assets	0.72	-0.28	-0.22	0.48	0.75	0.74	0.59	0.74	-0.7		0.59	0.21	-0.62	0.48	0.54	0.48	0.81	0.63	-0.32	0.11	0.57	0.58	0.73	0.82	0.52	0.39
Cash And Short Term Investments	0.47	-0.27	-0.2	0.35	0.53	0.55	1.0	0.44	-0.36	0.59		0.01	-0.07	0.24	0.29	0.34	0.49	0.65	-0.32	0.3	0.27	0.2	0.41	0.42	0.12	0.15
Net Receivables	0.58	-0.19	-0.16	0.63	0.41	0.04	0.01	0.57	-0.55	0.21	0.01		-0.49	0.69	0.2	0.61	0.4	0.67	-0.39	0.16	0.52	0.59	0.51	0.36	0.61	0.67
Common Stock Total Equity	-0.58	0.36	0.29	-0.42	-0.6	-0.22	-0.07	-0.64	0.63	-0.62	-0.07	-0.49		-0.7	-0.41	-0.61	-0.62	-0.57	0.42	-0.41	-0.68	-0.81	-0.66	-0.72	-0.83	-0.7
Common Stock Shares Outstanding	0.84	-0.26	-0.2	0.79	0.73	0.23	0.24	0.86	-0.66	0.48	0.24	0.69	-0.7		0.44	0.92	0.7	0.71	-0.45	0.21	0.84	0.95	0.82	0.65	0.93	0.96
Non Current Liabilities Total	0.71	-0.19	-0.17	0.48	0.73	0.67	0.29	0.7	-0.44	0.54	0.29	0.2	-0.41	0.44		0.48	0.79	0.4	-0.47	0.02	0.45	0.56	0.62	0.74	0.5	0.34
Other Stockholder Equity	0.77	-0.53	-0.49	0.65	0.83	0.16	0.34	0.76	-0.54	0.48	0.34	0.61	-0.61	0.92	0.48		0.72	0.65	-0.72	0.21	0.7	0.88	0.72	0.63	0.83	0.83
Total Liab	0.89	-0.25	-0.2	0.59	0.93	0.61	0.49	0.88	-0.6	0.81	0.49	0.4	-0.62	0.7	0.79	0.72		0.71	-0.59	0.14	0.58	0.81	0.76	0.9	0.72	0.57
Total Current Assets	0.8	-0.3	-0.22	0.73	0.71	0.48	0.65	0.79	-0.67	0.63	0.65	0.67	-0.57	0.71	0.4	0.65	0.71		-0.45	0.34	0.67	0.68	0.74	0.71	0.66	0.67
Common Stock	-0.43	0.75	0.73	-0.19	-0.75	0.0	-0.32	-0.39	0.21	-0.32	-0.32	-0.39	0.42	-0.45	-0.47	-0.72	-0.59	-0.45		-0.25	-0.21	-0.53	-0.32	-0.52	-0.46	-0.34
Accounts Payable	0.05	-0.05	0.05	-0.06	0.1	-0.18	0.3	0.07	-0.21	0.11	0.3	0.16	-0.41	0.21	0.02	0.21	0.14	0.34	-0.25		-0.04	0.19	-0.03	-0.01	0.14	0.12
Net Tangible Assets	0.81	-0.3	-0.26	0.86	0.63	0.5	0.27	0.84	-0.71	0.57	0.27	0.52	-0.68	0.84	0.45	0.7	0.58	0.67	-0.21	-0.04		0.8	0.94	0.73	0.86	0.91
Long Term Debt	0.82	-0.35	-0.29	0.66	0.82	0.29	0.2	0.84	-0.56	0.58	0.2	0.59	-0.81	0.95	0.56	0.88	0.81	0.68	-0.53	0.19	0.8		0.8	0.8	0.98	0.9
Long Term Investments	0.94	-0.26	-0.22	0.91	0.76	0.63	0.41	0.95	-0.82	0.73	0.41	0.51	-0.66	0.82	0.62	0.72	0.76	0.74	-0.32	-0.03	0.94	0.8		0.85	0.82	0.83
Short Long Term Debt Total	0.84	-0.4	-0.35	0.6	0.89	0.66	0.42	0.85	-0.6	0.82	0.42	0.36	-0.72	0.65	0.74	0.63	0.9	0.71	-0.52	-0.01	0.73	0.8	0.85		0.79	0.62
Long Term Debt Total	0.79	-0.35	-0.3	0.68	0.75	0.25	0.12	0.82	-0.57	0.52	0.12	0.61	-0.83	0.93	0.5	0.83	0.72	0.66	-0.46	0.14	0.86	0.98	0.82	0.79		0.94
Capital Surpluse	0.78	-0.26	-0.22	0.81	0.62	0.19	0.15	0.8	-0.62	0.39	0.15	0.67	-0.7	0.96	0.34	0.83	0.57	0.67	-0.34	0.12	0.91	0.9	0.83	0.62	0.94

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Eaton Vance Account Relationship Matchups

Eaton Vance balance sheet Accounts

	2019	2020	2021	2022	2023	2024 (projected)
Total Assets	866.5M	865.1M	680.8M	617.7M	710.3M	594.1M
Other Current Liab	(555.4K)	(6.9M)	(4.9M)	2.3M	2.1M	2.0M
Total Current Liabilities	555.4K	6.9M	4.9M	7.3M	6.6M	6.2M
Total Stockholder Equity	560.3M	564.4M	446.3M	440.8M	506.9M	437.6M
Net Debt	301.1M	283.0M	224.1M	171.2M	196.8M	136.6M
Retained Earnings	81.3M	85.4M	(32.7M)	(36.6M)	(42.1M)	(40.0M)
Cash	3.9M	10.0M	4.9M	134.8K	155.0K	147.2K
Non Current Assets Total	852.2M	844.5M	664.0M	605.9M	696.8M	573.9M
Non Currrent Assets Other	(852.2M)	(844.5M)	(664.0M)	(605.9M)	(545.3M)	(572.6M)
Other Assets	866.5M	865.1M	680.8M	118.2K	135.9K	129.1K
Cash And Short Term Investments	3.9M	10.0M	4.9M	134.8K	155.0K	147.2K
Net Receivables	10.4M	10.5M	11.9M	11.5M	13.2M	10.6M
Liabilities And Stockholders Equity	866.5M	865.1M	680.8M	617.7M	710.3M	594.1M
Non Current Liabilities Total	305.0M	293.1M	4.9M	171.3M	197.0M	156.0M
Other Stockholder Equity	478.7M	478.6M	478.6M	477.0M	548.5M	283.0M
Total Liab	306.2M	300.7M	234.5M	176.9M	203.4M	156.6M
Total Current Assets	14.3M	20.5M	16.8M	11.6M	13.4M	12.9M
Accounts Payable	555.4K	6.9M	4.9M	4.9M	5.7M	3.7M
Net Tangible Assets	547.0M	560.3M	564.4M	446.3M	513.3M	429.9M
Long Term Debt	203.6M	318.2M	305.0M	293.1M	337.0M	217.4M
Long Term Investments	852.2M	844.5M	664.0M	605.9M	696.8M	647.6M
Short Long Term Debt Total	305.0M	293.1M	229.0M	171.3M	197.0M	235.0M
Long Term Debt Total	203.6M	318.2M	305.0M	293.1M	337.0M	267.4M
Other Current Assets	(14.3M)	(20.5M)	(16.8M)	(11.6M)	(10.5M)	(11.0M)
Net Invested Capital	865.3M	857.5M	675.3M	612.1M	703.9M	760.9M

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 against Eaton Stock

0.67	C	Citigroup Aggressive Push	Pair Corr
0.66	BY	Byline Bancorp Fiscal Year End 23rd of January 2025	Pair Corr
0.65	AX	Axos Financial	Pair Corr
0.63	APO	Apollo Global Management	Pair Corr
0.63	BAM	Brookfield Asset Man	Pair Corr

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 Municipal 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 Municipal 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.

Pair Correlation Correlation Matching

When determining whether Eaton Vance Municipal offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Eaton Vance's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Eaton Vance Municipal Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Eaton Vance Municipal Stock:

How To Invest In Eaton

Details

Is Eaton Stock a good investment?

Details

What is Eaton Vance's Net Worth?

Details

Largest Asset Management & Custody Banks Companies

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Largest Financial Services Companies

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You can also try the Pair Correlation module to compare performance and examine fundamental relationship between any two equity instruments.

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

0.586

Dividend Share

0.497

Earnings Share

0.44

Revenue Per Share

0.722

Quarterly Revenue Growth

(0.01)

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.

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Eaton Historical Balance Sheet

About Eaton Balance Sheet Analysis

Eaton Vance Balance Sheet Chart

Total Assets

Total Current Liabilities

Total Stockholder Equity

Non Current Assets Total

Good Will

Eaton Vance balance sheet Correlations

Eaton Vance Account Relationship Matchups

High Positive Relationship

High Negative Relationship

Eaton Vance balance sheet Accounts

Pair Trading with Eaton Vance

Moving against Eaton Stock

COMMON DESTINATIONS

MAIN CATEGORIES

COMPANY

Cash And Short Term Investments	+ 1.0	Cash
Non Current Assets Total	+ 0.99	Total Assets
Total Current Liabilities	+ 0.99	Other Current Liab
Long Term Debt Total	+ 0.98	Long Term Debt
Capital Surpluse	+ 0.96	Common Stock Shares Outstanding
Long Term Investments	+ 0.95	Non Current Assets Total

Long Term Debt Total	- 0.83	Common Stock Total Equity
Long Term Investments	- 0.82	Non Currrent Assets Other
Non Currrent Assets Other	- 0.82	Non Current Assets Total
Long Term Debt	- 0.81	Common Stock Total Equity
Non Currrent Assets Other	- 0.81	Total Stockholder Equity
Non Currrent Assets Other	- 0.79	Total Assets