Eaton Vance Corp.

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EV : NYSE : Finance
$57.1 | %
Today's Range: 56.55 - 57.45
Avg. Daily Volume: 755400.0
03/16/18 - 4:02 PM ET

Financial Analysis

EATON VANCE CORP's gross profit margin for the first quarter of its fiscal year 2018 is essentially unchanged when compared to the same period a year ago. The company managed to grow both sales and net income at a faster pace than the average competitor in its industry this quarter as compared to the same quarter a year ago.

At the same time, stockholders' equity ("net worth") has greatly increased by 47.93% from the same quarter last year.

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Income Statement Q1 FY18 Q1 FY17
Net Sales ($mil)421.41354.96
EBITDA ($mil)0.0109.93
EBIT ($mil)135.8105.44
Net Income ($mil)78.0660.71

Balance Sheet Q1 FY18 Q1 FY17
Cash & Equiv. ($mil)533.77320.11
Total Assets ($mil)2397.011758.6
Total Debt ($mil)655.59571.95
Equity ($mil)1099.25743.08

Profitability Q1 FY18 Q1 FY17
Gross Profit Margin32.2230.97
EBITDA Margin0.030.96
Operating Margin32.2229.7
Sales Turnover0.670.78
Return on Assets12.4913.85
Return on Equity27.2432.78
Debt Q1 FY18 Q1 FY17
Current Ratio0.00.0
Interest Expense6.07.35
Interest Coverage22.6314.35

Share Data Q1 FY18 Q1 FY17
Shares outstanding (mil)120.51115.21
Div / share0.310.28
Book value / share9.126.45
Institutional Own % n/a n/a
Avg Daily Volume702052.0564170.0


BUY. This stock's P/E ratio indicates a discount compared to an average of 29.72 for the Capital Markets industry and a discount compared to the S&P 500 average of 25.58. Conducting a second comparison, its price-to-book ratio of 6.17 indicates a significant premium versus the S&P 500 average of 3.27 and a premium versus the industry average of 5.27. The price-to-sales ratio is well above the S&P 500 average, but well below the industry average. The valuation analysis reveals that, EATON VANCE CORP seems to be trading at a discount to investment alternatives within the industry.

1 2 3 4 5
premium   discount
  Price/Cash Flow
1 2 3 4 5
premium   discount
EV 22.32 Peers 29.72   EV NA Peers 30.85

Discount. A lower P/E ratio than its peers can signify a less expensive stock or lower growth expectations.

EV is trading at a discount to its peers.


Neutral. The P/CF ratio is the stock’s price divided by the sum of the company's cash flow from operations. It is useful for comparing companies with different capital requirements or financing structures.

Ratio not available.

1 2 3 4 5
premium   discount
  Price to
1 2 3 4 5
premium   discount
EV 14.61 Peers 17.50   EV 0.59 Peers 0.81

Average. An average price-to-projected earnings ratio can signify an industry neutral stock price and average future growth expectations.

EV is trading at a valuation on par with its peers.


Discount. The PEG ratio is the stock’s P/E divided by the consensus estimate of long-term earnings growth. Faster growth can justify higher price multiples.

EV trades at a significant discount to its peers.

1 2 3 4 5
premium   discount
  Earnings Growth
1 2 3 4 5
lower   higher
EV 6.17 Peers 5.27   EV 18.30 Peers 37.86

Premium. A higher price-to-book ratio makes a stock less attractive to investors seeking stocks with lower market values per dollar of equity on the balance sheet.

EV is trading at a premium to its peers.


Lower. Elevated earnings growth rates can lead to capital appreciation and justify higher price-to-earnings ratios.

However, EV is expected to significantly trail its peers on the basis of its earnings growth rate.

1 2 3 4 5
premium   discount
  Sales Growth
1 2 3 4 5
premium   discount
EV 4.25 Peers 5.44   EV 16.77 Peers 14.71

Discount. In the absence of P/E and P/B multiples, the price-to-sales ratio can display the value investors are placing on each dollar of sales.

EV is trading at a discount to its industry on this measurement.


Higher. A sales growth rate that exceeds the industry implies that a company is gaining market share.

EV has a sales growth rate that exceeds its peers.



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