Market Price

41.80 

0.00 0.0%

as of Dec 12 '19

52 Week Range:

29.19 44.00


Stock Analyzer Tutorials

S2O Stock Analyzer - General Info

General Info


type: video (mp4); length: 3:30

Demonstrates how to use Stock Analyzer, shows how to analyze a stock and explains in detail "General Info" section of the Stock Analyzer result page.

S2O Stock Analyzer - Financial Statements

Financial Statements


type: video (mp4); length: 5:10

Explains information presented in the Financial Statements section of the S2O Stock Analyzer: financial statements charts, absolute values and growth rates.

S2O Stock Analyzer - Growth Grade and Financial Ratios

Growth Grade and Financial Ratios


type: video (mp4); length: 5:09

Demonstrates how to use Growth Grade & Financial Ratios section; shows the difference between historical and year-over-year Growth Grade on the real life example.

S2O Stock Analyzer - Value Price

Value Price


type: video (mp4); length: 6:03

Demonstrates how to use Value Price (intrinsic value) and the Graham Number, MOS (margin of safety) and IRT - Investment Recovery Time; explains 3 different projection models used to compute value price - pessimistic, moderate and optimistic.

S2O Stock Analyzer - Price Charts

Price Charts


type: video (mp4); length: 8:34

Demonstrates basic rules of how to read a candlestick chart, long and short term moving averages, stochastic, MACD and relative strength (RS) charts. Explains how bull or bear market condition is computed.

General Info

Eaton Vance Corp., through its subsidiaries, engages in the creation, marketing, and management of investment funds in the United States. It also provides investment management and counseling services to institutions and individuals. Further, the company operates as an adviser and distributor of investment companies and separate accounts. As of October 31, 2004, the company provided investment advisory or administration services to approximately 150 funds; approximately 1,300 separately managed individual and institutional accounts; and participated in approximately 40 retail-managed account broker/dealer programs. It markets and distributes shares of funds through a retail network of national and regional broker/dealers, banks, insurance companies, and financial planning firms. Eaton Vance Corp. was incorporated on January 29, 1981 and is headquartered in Boston, Massachusetts.

Financial Statements

The charts below show selected Annual and Quarterly Financial Data.

The purpose of these charts is to discover long and short term change dynamics. When numbers are growing year after year in the annual statements chart, the business become stronger and stronger and this is a good sign.

Quarterly Data Chart can be used to do a short term analysis. It makes sense to pay attention to the quarterly dynamics and do not wait for the next yearly statement. We should be alerted if we see that quarterly numbers are going down.

You can check "Annual Financial Statements" and "Quarterly Financial Statements" sections for exact numbers and growth rates.

Annual Statements

On a charts below the Line shows absolute values and the Bar chart shows Year-Over-Year Growth Rate for selected financial statement item. A consistent GROWTH is generally considered necessary to fund future growth from within a business.
NOTE: Growth Rate is not provided if either the latest period or the year-ago period contains a net loss. (source: WSJ Digest of Earnings)
TIP! move your mouse pointer over bar or a circle on any chart below to see details.

Financial Statements

Income Statement



 

Cash Flow Statement



 

Balance Sheet



 

Liquidity Ratios

Current Ratio


 

Current Ratio measures the ability to meet short term obligations. Generally accepted standard is 2 (current assets should be 2 times or 200% of current liabilities).

Quick Ratio


 

Measures immediate liquidity or the cash available to cover immediate liabilities. A safe margin would be at least 1 (100%).

Financial Leverage


 

Defined as total assets divided by total shareholders' equity. The higher the ratio, the more debt a company uses in its capital structure.

Profitability Ratios

ROA


 

Return on Assets (ROA) measures the income (profit) that is generated by the use of the assets of the business.

ROE


 

Return on Equity (ROE) is a measure of profitability that calculates how many dollars of profit a company generates with each dollar of shareholders equity. ROE is sometimes called "return on net worth."

ROIC


 

The Return on Invested Capital (ROIC) measure gives a sense of how well a company is using its money to generate returns. Some investors use this figure as a final evaluation to determine whether or not to invest in a company.

Annual Statements

Item Name Oct '09 Oct '10 Oct '11 Oct '12 Oct '13 Oct '14 Oct '15 Oct '16 Oct '17 Oct '18 Oct '19
Equity (BVPS) 1.84
2.35
2.82
4.06
3.91
4.48
4.86
4.97
6.55
8.33
growth rate 27.7% 20.0% 44.0% -3.7% 14.6% 8.5% 2.3% 31.8% 27.2%
Earnings BIT 519.86
473.45
414.27
484.66
556.70
520.87
growth rate -8.9% -12.5% 17.0% 14.9% -6.4%
Avg.PE 19.31
19.62
9.60
12.29
growth rate 1.6% -51.1% 28.0%
ROA 12.73
14.80
13.81
10.68
8.84
14.26
11.58
12.54
13.89
12.88
growth rate 16.3% -6.7% -22.7% -17.2% 61.3% -18.8% 8.3% 10.8% -7.3%
ROE 44.31
46.03
49.36
37.94
30.24
45.94
36.11
36.45
32.90
36.05
growth rate 3.9% 7.2% -23.1% -20.3% 51.9% -21.4% 0.9% -9.7% 9.6%
ROIC 18.52
21.88
19.54
14.55
13.71
22.97
16.96
18.61
20.36
19.40
growth rate 18.1% -10.7% -25.5% -5.8% 67.5% -26.2% 9.7% 9.4% -4.7%
Cur. Ratio 2.59
1.94
1.33
1.54
1.33
2.11
2.95
2.28
2.45
2.81
growth rate -25.1% -31.4% 15.8% -13.6% 58.7% 39.8% -22.7% 7.5% 14.7%
Quick Ratio 2.49
1.71
1.33
1.54
1.33
2.11
2.95
2.28
2.45
2.81
growth rate -31.3% -22.2% 15.8% -13.6% 58.7% 39.8% -22.7% 7.5% 14.7%
Leverage 3.10
3.12
3.98
3.23
3.59
2.84
3.41
2.46
2.30
3.25
growth rate 0.7% 27.6% -18.8% 11.2% -20.9% 20.1% -27.9% -6.5% 41.3%
Balance Sheet Oct '09 Oct '10 Oct '11 Oct '12 Oct '13 Oct '14 Oct '15 Oct '16 Oct '17 Oct '18 Oct '19
Acct.Receivable 186.34
187.75
191.49
205.47
241.75
242.86
growth rate 0.8% 2.0% 7.3% 17.7% 0.5%
Acct.Payable 64.60
65.25
58.33
66.42
88.21
89.98
growth rate 1.0% -10.6% 13.9% 32.8% 2.0%
Cur.Assets 974.28
1,459.51
1,037.47
1,572.06
2,855.82
2,851.31
growth rate 49.8% -28.9% 51.5% 81.7% -0.2%
Total Assets 1,860.09
2,116.47
1,730.38
2,330.90
3,599.33
4,253.63
growth rate 13.8% -18.2% 34.7% 54.4% 18.2%
Cash 394.18
465.56
424.17
610.56
600.70
557.67
growth rate 18.1% -8.9% 43.9% -1.6% -7.2%
Cur.Liabilities 278.34
285.47
270.80
336.85
381.42
385.88
growth rate 2.6% -5.1% 24.4% 13.2% 1.2%
Liabilities 1,095.14
1,405.60
916.78
1,067.82
2,155.80
2,783.60
growth rate 28.4% -34.8% 16.5% 101.9% 29.1%
LT Debt 725.64
573.81
571.77
618.84
619.68
620.51
growth rate -20.9% -0.4% 8.2% 0.1% 0.1%
Equity 655.18
620.23
703.79
1,011.40
1,107.43
1,184.12
growth rate -5.3% 13.5% 43.7% 9.5% 6.9%
Common Shares 121.00
123.00
120.00
115.00
122.00
122.00
118.00
114.00
116.00
123.00
0.44
growth rate 1.7% -2.4% -4.2% 6.1% 0.0% -3.3% -3.4% 1.8% 6.0% -99.6%
Cash Flow Statement Oct '09 Oct '10 Oct '11 Oct '12 Oct '13 Oct '14 Oct '15 Oct '16 Oct '17 Oct '18 Oct '19
Capital Expenditures 7.58
11.48
10.68
12.70
18.75
growth rate 51.5% -7.0% 18.9% 47.6%
Cash Dividends 105.85
116.02
118.62
125.79
144.86
growth rate 9.6% 2.3% 6.0% 15.2%
Cash From OA 98.79
219.87
343.48
79.68
133.65
growth rate 122.6% 56.2% -76.8% 67.7%
FCF per Share 0.49
1.37
0.94
1.17
0.17
0.68
1.92
2.60
1.05
0.72
growth rate 179.6% -31.4% 24.5% -85.5% 300.0% 182.4% 35.4% -59.6% -31.4%
Sale Purchase of Stock 90.25
92.20
113.91
215.43
growth rate 2.2% 23.6% 89.1%
FCF 118.00
84.00
160.00
174.00
110.00
91.00
208.00
330.00
52.00
115.00
growth rate -28.8% 90.5% 8.8% -36.8% -17.3% 128.6% 58.7% -84.2% 121.2%
Income Statement Oct '09 Oct '10 Oct '11 Oct '12 Oct '13 Oct '14 Oct '15 Oct '16 Oct '17 Oct '18 Oct '19
Sales 1,450.29
1,403.56
1,342.86
1,529.01
1,702.25
1,683.25
growth rate -3.2% -4.3% 13.9% 11.3% -1.1%
Op.Income 519.86
473.45
414.27
484.66
556.70
520.87
growth rate -8.9% -12.5% 17.0% 14.9% -6.4%
IBT 507.87
381.41
418.39
480.04
554.61
568.13
growth rate -24.9% 9.7% 14.7% 15.5% 2.4%
Net Income 304.32
230.30
241.31
282.13
381.94
400.04
growth rate -24.3% 4.8% 16.9% 35.4% 4.7%
EPS 1.07
1.40
1.75
1.72
1.53
2.44
1.92
2.12
2.42
3.11
growth rate 30.8% 25.0% -1.7% -11.1% 59.5% -21.3% 10.4% 14.2% 28.5%
Gross Profit 777.13
735.44
676.10
779.50
895.32
776.15
growth rate -5.4% -8.1% 15.3% 14.9% -13.3%

Quarterly Statements

Item Name Oct '18 Jan '19 Apr '19 Jul '19 Oct '19
Earnings BIT 144.45
121.13
128.77
137.14
135.43
growth rate -16.2% 6.3% 6.5% -1.2%
Balance Sheet Oct '18 Jan '19 Apr '19 Jul '19 Oct '19
Acct.Receivable 241.75
228.91
240.56
239.16
242.86
growth rate -5.3% 5.1% -0.6% 1.6%
Acct.Payable 88.21
76.33
84.04
76.10
89.98
growth rate -13.5% 10.1% -9.5% 18.2%
Cur.Assets 2,855.82
2,042.44
2,308.84
2,855.89
2,851.31
growth rate -28.5% 13.0% 23.7% -0.2%
Total Assets 3,599.33
3,336.11
3,633.18
4,218.87
4,253.63
growth rate -7.3% 8.9% 16.1% 0.8%
Cash 600.70
449.16
525.04
527.71
557.67
growth rate -25.2% 16.9% 0.5% 5.7%
Cur.Liabilities 381.42
284.30
425.59
320.77
385.88
growth rate -25.5% 49.7% -24.6% 20.3%
Liabilities 2,155.80
1,940.77
2,202.97
2,743.30
2,783.60
growth rate -10.0% 13.5% 24.5% 1.5%
LT Debt 619.68
619.89
620.10
620.30
620.51
growth rate 0.0% 0.0% 0.0% 0.0%
Equity 1,107.43
1,067.74
1,088.98
1,128.37
1,184.12
growth rate -3.6% 2.0% 3.6% 4.9%
Common Shares 0.46
0.45
0.45
0.44
0.44
growth rate -1.1% -0.9% -0.9% 0.0%
Cash Flow Statement Oct '18 Jan '19 Apr '19 Jul '19 Oct '19
Capital Expenditures 5.94
8.30
13.31
8.37
growth rate 39.8% 60.4% -37.2%
Cash Dividends 35.31
43.23
39.29
38.56
growth rate 22.4% -9.1% -1.9%
Cash From OA -17.64
34.33
185.32
160.26
growth rate 100.0% 439.8% -13.5%
Sale Purchase of Stock
growth rate
FCF -23.57
26.03
172.01
151.89
growth rate 100.0% 560.8% -11.7%
Income Statement Oct '18 Jan '19 Apr '19 Jul '19 Oct '19
Sales 435.97
406.42
411.86
431.24
433.74
growth rate -6.8% 1.3% 4.7% 0.6%
Op.Income 144.45
121.13
128.77
137.14
135.43
growth rate -16.2% 6.3% 6.5% -1.2%
IBT 142.04
119.89
150.20
144.84
153.20
growth rate -15.6% 25.3% -3.6% 5.8%
Net Income 105.49
86.80
101.81
102.22
109.21
growth rate -17.7% 17.3% 0.4% 6.8%
Gross Profit 229.92
200.76
209.60
219.62
200.45
growth rate -12.7% 4.4% 4.8% -8.7%

Growth Grade & Financial Ratios

All financial ratios below are calculated based on latest annual statements available and present the most up to date snapshot of a company finances.

Growth Grade

Historical Growth Grade:

C (53.08)

YOY Growth Grade:

C (51.51)

Click on buttons above for detailed yearly growth rates.

Market Ratios

Profitability Ratios

Liquidity Ratios

Efficiency Ratios

Value Price

PE and EPS

Historical Current Forward
PE 11.94 11.94
EPS / Growth 3.50

Value Price & Investment Recovery Time

Read more about Stock2Own value price in Stock Market: Fundamental Analysis.

Equity Growth Rate: 12.8%

Estimates Pessimistic Moderate Optimistic My Numbers
Rate of Return 15.0%
MOS Price % 50 %
Future EPS Growth 12.8% 12.8% 12.8%
Future PE 0.01 12.54 12.54
Future EPS 11.71 11.71 11.71
Value Price
MOS %
0.03
-99.9%
36.32
-13.1%
36.32
-13.1%
MOS Price 0.01 18.16 18.16
IRT 7.10 7.10 7.10

Graham Number:

NOTE: The Graham Number applies only to certain types of stocks in combination with a number of other criteria.

Read more about Graham Number in Stock Market: Fundamental Analysis.

Price Chart

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Risk / Reward Ratios

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