Eaton Vance Corp

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EV : NYSE : Financial
$35.73 -0.89 | -2.43%
Today's Range: 35.69 - 36.92
Avg. Daily Volume: 656,700
10/27/16 - 4:02 PM ET

Financial Analysis

EATON VANCE CORP's gross profit margin for the third quarter of its fiscal year 2016 is essentially unchanged when compared to the same period a year ago. Sales and net income have dropped, underperforming the average competitor within its industry.

During the same period, stockholders' equity ("net worth") has remained unchanged from the same quarter last year.

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Income Statement Q3 FY16 Q3 FY15
Net Sales ($mil)341.17355.51
EBITDA ($mil)111.58122.37
EBIT ($mil)106.73116.73
Net Income ($mil)62.968.71

Balance Sheet Q3 FY16 Q3 FY15
Cash & Equiv. ($mil)396.43318.87
Total Assets ($mil)1999.361625.9
Total Debt ($mil)961.71577.87
Equity ($mil)621.91618.47

Profitability Q3 FY16 Q3 FY15
Gross Profit Margin32.7134.42
EBITDA Margin32.734.41
Operating Margin31.2832.84
Sales Turnover0.670.88
Return on Assets11.9215.26
Return on Equity38.3440.13
Debt Q3 FY16 Q3 FY15
Current Ratio0.00.0
Interest Expense11.748.51
Interest Coverage9.0913.73

Share Data Q3 FY16 Q3 FY15
Shares outstanding (mil)113.15116.64
Div / share0.270.25
Book value / share5.55.3
Institutional Own % n/a n/a
Avg Daily Volume663064.0888265.0


BUY. This stock's P/E ratio indicates a discount compared to an average of 20.56 for the Capital Markets industry and a discount compared to the S&P 500 average of 24.64. Conducting a second comparison, its price-to-book ratio of 6.78 indicates a significant premium versus the S&P 500 average of 2.73 and a premium versus the industry average of 5.76. 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 18.10 Peers 20.56   EV 12.48 Peers 16.37

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.

1 2 3 4 5
premium   discount
  Price to
1 2 3 4 5
premium   discount
EV 15.31 Peers 19.17   EV 1.66 Peers 2.12

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 discount to its peers.

1 2 3 4 5
premium   discount
  Earnings Growth
1 2 3 4 5
lower   higher
EV 6.78 Peers 5.76   EV 0.48 Peers 10.41

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 3.15 Peers 4.29   EV -6.51 Peers 0.11

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



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