Eaton Vance Corporation (NYSE: EV) is one of 61 public companies in the “Investment Management” industry, but how does it contrast to its competitors? We will compare Eaton Vance Corporation to similar businesses based on the strength of its analyst recommendations, risk, institutional ownership, profitability, valuation, dividends and earnings.

Risk & Volatility

Eaton Vance Corporation has a beta of 1.84, suggesting that its share price is 84% more volatile than the S&P 500. Comparatively, Eaton Vance Corporation’s competitors have a beta of 1.42, suggesting that their average share price is 42% more volatile than the S&P 500.

Insider and Institutional Ownership

68.9% of Eaton Vance Corporation shares are held by institutional investors. Comparatively, 47.8% of shares of all “Investment Management” companies are held by institutional investors. 26.8% of shares of all “Investment Management” companies are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

Analyst Recommendations

This is a summary of recent recommendations for Eaton Vance Corporation and its competitors, as reported by MarketBeat.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Eaton Vance Corporation 0 5 2 0 2.29
Eaton Vance Corporation Competitors 650 2079 2124 34 2.32

Eaton Vance Corporation currently has a consensus target price of $50.64, suggesting a potential downside of 2.42%. As a group, “Investment Management” companies have a potential downside of 1.51%. Given Eaton Vance Corporation’s competitors stronger consensus rating and higher probable upside, analysts clearly believe Eaton Vance Corporation has less favorable growth aspects than its competitors.

Profitability

This table compares Eaton Vance Corporation and its competitors’ net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
Eaton Vance Corporation 18.03% 34.47% 13.99%
Eaton Vance Corporation Competitors 30.21% 103.12% 27.40%

Earnings & Valuation

This table compares Eaton Vance Corporation and its competitors gross revenue, earnings per share and valuation.

Gross Revenue EBITDA Price/Earnings Ratio
Eaton Vance Corporation $1.47 billion $477.11 million 22.57
Eaton Vance Corporation Competitors $817.53 million $231.65 million -11.15

Eaton Vance Corporation has higher revenue and earnings than its competitors. Eaton Vance Corporation is trading at a higher price-to-earnings ratio than its competitors, indicating that it is currently more expensive than other companies in its industry.

Dividends

Eaton Vance Corporation pays an annual dividend of $1.12 per share and has a dividend yield of 2.2%. Eaton Vance Corporation pays out 48.7% of its earnings in the form of a dividend. As a group, “Investment Management” companies pay a dividend yield of 3.3% and pay out 65.3% of their earnings in the form of a dividend. Eaton Vance Corporation has raised its dividend for 36 consecutive years.

Summary

Eaton Vance Corporation competitors beat Eaton Vance Corporation on 9 of the 15 factors compared.

Eaton Vance Corporation Company Profile

Eaton Vance Corp. is engaged in the business of managing investment funds and providing investment management and advisory services to high-net-worth individuals and institutions. The Company operates as an investment advisor to funds and separate accounts. The Company, through its subsidiaries and other affiliates, manages active equity, income and alternative strategies across a range of investment styles and asset classes, including the United States and global equities, floating-rate bank loans, municipal bonds, global income, high-yield and investment grade bonds. Through its subsidiary, the Company also manages a range of engineered alpha strategies, including systematic equity, systematic alternatives and managed options strategies. The Company’s open-end fund lineup includes tax-managed equity funds, and non-tax-managed equity and multi-asset funds. The Company’s family of closed-end funds includes municipal bond, domestic and global equity, and bank loan.

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