Eaton Vance Municipal Stock Performance
| ETX Stock | USD 18.06 0.07 0.39% |
The firm shows a Beta (market volatility) of 0.0486, 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 -0.0543%. Please make sure to confirm Eaton Vance's total risk alpha, accumulation distribution, as well as the relationship between the Accumulation Distribution and period momentum indicator , to decide if Eaton Vance Municipal performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
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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 fairly strong basic indicators, Eaton Vance is not utilizing all of its potentials. The latest stock price disturbance, may contribute to short-term losses for the investors. ...more
Actual Historical Performance (%)
One Day Return (0.66) | Five Day Return (1.26) | Year To Date Return 2.98 | Ten Year Return 2.04 | All Time Return (10.14) |
Forward Dividend Yield 0.0422 | Forward Dividend Rate 0.7 | Dividend Date 2019-01-31 | Ex Dividend Date 2023-10-20 |
| Eaton Vance dividend paid on 30th of September 2024 | 09/30/2024 |
1 | Eaton Vance Municipal Income 2028 Term Trust declares 0.0782 dividend | 10/02/2024 |
2 | Insider Trading | 10/22/2024 |
| Eaton Vance dividend paid on 31st of October 2024 | 10/31/2024 |
3 | Eaton Vance California municipal bond fund sees 83k in stock purchases - Investing.com | 11/07/2024 |
4 | Saba Capital Management acquires 140,695 in Eaton Vance New York Municipal Bond Fund stock - Investing.com India | 11/19/2024 |
| Eaton Vance dividend paid on 29th of November 2024 | 11/29/2024 |
5 | Eaton Vance New York municipal bond fund sees 23,883 stock purchase by Saba Capital - Investing.com | 12/12/2024 |
| Begin Period Cash Flow | 11.3 M |
Eaton |
Eaton Vance Relative Risk vs. Return Landscape
If you would invest 1,871 in Eaton Vance Municipal on September 19, 2024 and sell it today you would lose (65.00) from holding Eaton Vance Municipal or give up 3.47% of portfolio value over 90 days. Eaton Vance Municipal is generating negative expected returns assuming volatility of 0.4372% on return distribution over 90 days investment horizon. In other words, 3% 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 = -0.1242
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| Negative Returns | ETX |
Estimated Market Risk
| 0.44 actual daily | 3 97% of assets are more volatile |
Expected Return
| -0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.12 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 | -6.47 | ||||
| Shares Outstanding | 10.89 M | ||||
| Price To Book | 0.96 X | ||||
| Price To Sales | 22.70 X | ||||
| Revenue | 5.32 M | ||||
| EBITDA | 12.79 M | ||||
| Net Income | 5.06 M | ||||
| Total Debt | 30.02 M | ||||
| Cash Flow From Operations | 84.58 M | ||||
| Earnings Per Share | 0.77 X | ||||
| Market Capitalization | 197.17 M | ||||
| Total Asset | 239.26 M | ||||
| Retained Earnings | (594.1 K) | ||||
About Eaton Vance Performance
Evaluating Eaton Vance's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Eaton Vance has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Eaton Vance has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.02 | 0.02 | |
| Return On Capital Employed | 0.02 | 0.02 | |
| Return On Assets | 0.02 | 0.02 | |
| Return On Equity | 0.02 | 0.02 |
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 | |
| Eaton Vance has a poor financial position based on the latest SEC disclosures | |
| On 29th of November 2024 Eaton Vance paid $ 0.0782 per share dividend to its current shareholders | |
| Latest headline from news.google.com: Eaton Vance New York municipal bond fund sees 23,883 stock purchase by Saba Capital - Investing.com |
- 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.
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.