Eaton Vance Corp

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EV : NYSE : Financial
$44.35 | %
Today's Range: 44.1001 - 45.13
Avg. Daily Volume: 671000.0
03/24/17 - 4:00 PM ET

Financial Analysis

EATON VANCE CORP's gross profit margin for the first quarter of its fiscal year 2017 has decreased 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.

At the same time, stockholders' equity ("net worth") has greatly increased by 25.82% from the same quarter last year.

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Income Statement Q1 FY17 Q1 FY16
Net Sales ($mil)354.96331.56
EBITDA ($mil)0.0106.04
EBIT ($mil)105.44100.63
Net Income ($mil)60.7158.39

Balance Sheet Q1 FY17 Q1 FY16
Cash & Equiv. ($mil)320.11388.58
Total Assets ($mil)1758.61893.12
Total Debt ($mil)571.95964.5
Equity ($mil)743.08590.56

Profitability Q1 FY17 Q1 FY16
Gross Profit Margin29.731.98
EBITDA Margin0.031.98
Operating Margin29.730.35
Sales Turnover0.780.73
Return on Assets13.8513.71
Return on Equity32.7843.97
Debt Q1 FY17 Q1 FY16
Current Ratio0.00.0
Interest Expense7.359.18
Interest Coverage14.3510.96

Share Data Q1 FY17 Q1 FY16
Shares outstanding (mil)115.21115.17
Div / share0.280.27
Book value / share6.455.13
Institutional Own % n/a n/a
Avg Daily Volume669210.0839753.0


BUY. This stock's P/E ratio indicates a discount compared to an average of 26.25 for the Capital Markets industry and a discount compared to the S&P 500 average of 26.73. For additional comparison, its price-to-book ratio of 7.26 indicates a significant premium versus the S&P 500 average of 2.98 and a significant premium versus the industry average of 4.27. 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 21.99 Peers 26.25   EV NA Peers 25.47

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 16.43 Peers 17.41   EV 1.46 Peers 1.55

Premium. A higher price-to-projected earnings ratio than its peers can signify a more expensive stock or higher future growth expectations.

EV is trading at a premium to its peers.


Average. 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 valuation on par to its peers.

1 2 3 4 5
premium   discount
  Earnings Growth
1 2 3 4 5
lower   higher
EV 7.26 Peers 4.27   EV -2.30 Peers 12.44

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.

1 2 3 4 5
premium   discount
  Sales Growth
1 2 3 4 5
premium   discount
EV 3.95 Peers 8.09   EV -1.01 Peers 4.81

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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