Eaton Vance Corp

Find Ratings Reports
EV : NYSE : Financial
$42.98 | %
Today's Range: 42.52 - 43.1
Avg. Daily Volume: 815600.0
01/20/17 - 4:01 PM ET

Financial Analysis


EATON VANCE CORP's gross profit margin for the fourth quarter of its fiscal year 2016 is essentially unchanged when compared to the same period a year ago. The company has grown sales and net income during the past quarter when compared with the same quarter a year ago, however, it was unable to keep up with the growth of the average competitor within its industry.

During the same period, stockholders' equity ("net worth") has increased by 13.47% from the same quarter last year.

STOCKS TO BUY: TheStreet Quant Ratings has identified a handful of stocks that can potentially TRIPLE in the next 12-months. To learn more visit www.TheStreetRatings.com.



Income Statement Q4 FY16 Q4 FY15
Net Sales ($mil)346.85341.46
EBITDA ($mil)116.7116.19
EBIT ($mil)111.15110.93
Net Income ($mil)65.0662.2


Balance Sheet Q4 FY16 Q4 FY15
Cash & Equiv. ($mil)424.17628.26
Total Assets ($mil)1732.582116.47
Total Debt ($mil)573.97970.85
Equity ($mil)703.79620.23


Profitability Q4 FY16 Q4 FY15
Gross Profit Margin33.6434.03
EBITDA Margin33.6434.02
Operating Margin32.0532.49
Sales Turnover0.780.66
Return on Assets13.9210.88
Return on Equity34.2837.13
Debt Q4 FY16 Q4 FY15
Current Ratio0.00.0
Debt/Capital0.450.61
Interest Expense11.578.78
Interest Coverage9.6112.63


Share Data Q4 FY16 Q4 FY15
Shares outstanding (mil)113.99115.89
Div / share0.280.27
EPS0.570.53
Book value / share6.175.35
Institutional Own % n/a n/a
Avg Daily Volume831207.0656754.0

Valuation


BUY. This stock's P/E ratio indicates a discount compared to an average of 24.09 for the Capital Markets industry and a discount compared to the S&P 500 average of 25.49. For additional comparison, its price-to-book ratio of 6.97 indicates a significant premium versus the S&P 500 average of 2.84 and a significant premium versus the industry average of 4.13. 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.


Price/Earnings
1 2 3 4 5
premium   discount
  Price/Cash Flow
1 2 3 4 5
premium   discount
EV 20.50 Peers 24.09   EV 14.41 Peers 16.15

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.

 

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

EV is trading at a discount to its peers.

 
Price/Projected
Earnings
1 2 3 4 5
premium   discount
  Price to
Earnings/Growth
1 2 3 4 5
premium   discount
EV 15.59 Peers 32.14   EV 1.61 Peers 2.02

Discount. A lower price-to-projected earnings ratio than its peers can signify a less expensive stock or lower future growth expectations.

EV is trading at a significant discount to 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 discount to its peers.

 
Price/Book
1 2 3 4 5
premium   discount
  Earnings Growth
1 2 3 4 5
lower   higher
EV 6.97 Peers 4.13   EV 9.37 Peers 45.36

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 significant 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.

 
Price/Sales
1 2 3 4 5
premium   discount
  Sales Growth
1 2 3 4 5
premium   discount
EV 3.65 Peers 7.52   EV -4.33 Peers 2.02

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 significant discount to its industry on this measurement.

 

Lower. A sales growth rate that trails the industry implies that a company is losing market share.

EV significantly trails its peers on the basis of sales growth

 

 

Latest Stock Upgrades/Downgrades