EV - Stock Risk Analysis Report for EATON VANCE CORP

EV Risk Report

Overview

Our quantitative data points are meant to provide a high-level understanding of factors in equity risk models for Eaton Vance Corp. Portfolio managers use these models to forecast risk, optimize portfolios and review performance.

We show how EV stock compares to 2,000+ US-based stocks, and to peers in the Finance and Insurance sector and Securities and Commodity Exchanges industry.

Please do not consider this data as investment advice. Data is downloaded from sources we deem reliable, but errors may occur.

Company Info

Business Description

Company logo Eaton Vance Corp. (Eaton Vance or the Company) provides advanced investment strategies and wealth management solutions to forward-thinking investors around the world. Through principal investment affiliates Eaton Vance Management, Parametric Portfolio Associates, Atlanta Capital Management Company, Calvert Research and Management and Hexavest, the Company offers a diversity of investment approaches, encompassing bottom-up and top-down fundamental active management, responsible investing, systematic investing and customized implementation of client-specified portfolio exposures. Exemplary service, timely innovation and attractive returns across market cycles have been hallmarks of Eaton Vance since 1924.

Identity

Symbol: EV
FactorPad FPID: f51wwb
SEC CIK: 0000350797
Share Class FIGI: BBG001S7VN79
Location: Boston, Massachusetts US
Web: https://www.eatonvance.com/

Sector and Industry

Sector: Finance and Insurance
Industry: Securities and Commodity Exchanges
SIC Code: 6282

Share Data

Shares Outstanding: 114,196,609

Earnings and Dividends

Trailing 12-month earnings: 1.2
Next earnings date: 2021-02-24

Dividend yield in last 12 months: 1.42%
Ex-dividend date: 2021-01-28

Market Risk Measures

Many of the following risk metrics are standardized and transformed into quantitative factors in institutional-level risk models.

Rankings below represent percentiles from 1 to 100, with 1 being the lowest rating of risk.

Systematic Risk

Stocks with higher beta exhibit higher sensitivity to the ups and downs in the market. (↑↑)

Beta: 1.46 | All: 80 | Sector: 76 | Industry: 82

Company Size

Stocks with higher market capitalization often have lower risk. (↑↓)

Market Capitalization: $8,344,346,220 | All: 35 | Sector: 29 | Industry: 38

Trading Liquidity

Higher average daily dollar volume over the past 30 days implies lower liquidity risk. (↑↓)

Daily Dollar Volume: $248,115,227 | All: 12 | Sector: 7 | Industry: 14

Price Momentum

Higher price momentum stocks, aka recent winners, equate to lower risk for many investors. (↑↓)

Stock Price Change (1-Year): 83.02% | All: 14 | Sector: 3 | Industry: 11

Financial Risk Measures

Style risk factors often include measures of profitability and payout levels.

Earnings Yield

Companies with higher earnings generally provide lower risk. (↑↓)

Earnings Yield (E/P): 1.66% | All: 58 | Sector: 76 | Industry: 87

Dividend Yield

Companies with higher dividend yields, if sustaintable, are perceived to have lower risk. (↑↓)

Dividend Yield (D/P): 1.94% | All: 32 | Sector: 67 | Industry: 68

Stock Risk Measures for Eaton Vance Corp