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Eaton Vance (EV) Competitors

Eaton Vance logo

EV vs. BEN, SEIC, IVZ, AMG, CNS, MAIN, GBDC, PSEC, VRTS, and OCSL

Should you be buying Eaton Vance stock or one of its competitors? The main competitors of Eaton Vance include Franklin Resources (BEN), SEI Investments (SEIC), Invesco (IVZ), Affiliated Managers Group (AMG), Cohen & Steers (CNS), Main Street Capital (MAIN), Golub Capital BDC (GBDC), Prospect Capital (PSEC), Virtus Investment Partners (VRTS), and Oaktree Specialty Lending (OCSL). These companies are all part of the "asset management & custody banks" industry.

Eaton Vance vs.

Franklin Resources (NYSE:BEN) and Eaton Vance (NYSE:EV) are both finance companies, but which is the better stock? We will contrast the two businesses based on the strength of their risk, dividends, profitability, earnings, community ranking, valuation, institutional ownership, analyst recommendations and media sentiment.

Eaton Vance has a net margin of 8.01% compared to Franklin Resources' net margin of 5.48%. Eaton Vance's return on equity of 29.84% beat Franklin Resources' return on equity.

Company Net Margins Return on Equity Return on Assets
Franklin Resources5.48% 9.61% 3.99%
Eaton Vance 8.01%29.84%8.98%

Franklin Resources pays an annual dividend of $1.24 per share and has a dividend yield of 5.8%. Eaton Vance pays an annual dividend of $1.50 per share and has a dividend yield of 5.9%. Franklin Resources pays out 144.2% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Eaton Vance pays out 45.6% of its earnings in the form of a dividend. Eaton Vance is clearly the better dividend stock, given its higher yield and lower payout ratio.

In the previous week, Franklin Resources had 36 more articles in the media than Eaton Vance. MarketBeat recorded 36 mentions for Franklin Resources and 0 mentions for Eaton Vance. Franklin Resources' average media sentiment score of 0.05 beat Eaton Vance's score of 0.00 indicating that Franklin Resources is being referred to more favorably in the media.

Company Overall Sentiment
Franklin Resources Neutral
Eaton Vance Neutral

Franklin Resources received 181 more outperform votes than Eaton Vance when rated by MarketBeat users. Likewise, 39.98% of users gave Franklin Resources an outperform vote while only 35.61% of users gave Eaton Vance an outperform vote.

CompanyUnderperformOutperform
Franklin ResourcesOutperform Votes
447
39.98%
Underperform Votes
671
60.02%
Eaton VanceOutperform Votes
266
35.61%
Underperform Votes
481
64.39%

Franklin Resources currently has a consensus price target of $20.20, suggesting a potential downside of 5.10%. Given Franklin Resources' stronger consensus rating and higher possible upside, analysts plainly believe Franklin Resources is more favorable than Eaton Vance.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Franklin Resources
5 Sell rating(s)
6 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.55
Eaton Vance
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

Franklin Resources has a beta of 1.38, indicating that its share price is 38% more volatile than the S&P 500. Comparatively, Eaton Vance has a beta of 1.23, indicating that its share price is 23% more volatile than the S&P 500.

Franklin Resources has higher revenue and earnings than Eaton Vance. Eaton Vance is trading at a lower price-to-earnings ratio than Franklin Resources, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Franklin Resources$8.48B1.31$882.80M$0.8624.76
Eaton Vance$1.73B1.68$138.52M$3.297.73

47.6% of Franklin Resources shares are held by institutional investors. Comparatively, 67.4% of Eaton Vance shares are held by institutional investors. 24.1% of Franklin Resources shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock is poised for long-term growth.

Summary

Franklin Resources beats Eaton Vance on 11 of the 19 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding {thisCompany.Symbol} and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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EV vs. The Competition

MetricEaton VanceInvestment Advice IndustryFinance SectorNYSE Exchange
Market Cap$2.91B$12.05B$10.33B$19.98B
Dividend Yield2.05%24.06%10.32%3.56%
P/E Ratio20.5225.4347.0041.83
Price / Sales1.686.413,406.0417.45
Price / Cash19.1618.5718.6317.30
Price / Book2.204.264.185.25
Net Income$138.52M$305.14M$987.28M$988.95M

Eaton Vance Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
EV
Eaton Vance
N/A$25.45
-2.2%
N/AN/A$2.91B$1.73B20.521,983Gap Down
BEN
Franklin Resources
4.4979 of 5 stars
$21.29
-1.1%
N/A-9.7%$11.13B$8.48B24.769,200Earnings Report
Analyst Forecast
Options Volume
SEIC
SEI Investments
4.5139 of 5 stars
$80.17
+0.2%
N/A+42.4%$10.33B$1.92B19.365,089Gap Up
IVZ
Invesco
4.5047 of 5 stars
$18.28
-1.7%
N/A+37.7%$8.23B$5.72B-19.878,500Analyst Forecast
News Coverage
AMG
Affiliated Managers Group
4.2807 of 5 stars
$183.17
-1.6%
N/A+42.7%$5.46B$2.06B10.764,000Earnings Report
Dividend Announcement
Analyst Forecast
Analyst Revision
CNS
Cohen & Steers
3.8169 of 5 stars
$102.20
-0.1%
N/A+83.4%$5.17B$489.64M38.13390Analyst Forecast
Positive News
MAIN
Main Street Capital
1.4213 of 5 stars
$51.74
+0.4%
N/A+26.2%$4.51B$500.39M9.67100Dividend Increase
GBDC
Golub Capital BDC
2.1839 of 5 stars
$15.36
-0.2%
N/A+4.3%$2.63B$603.09M9.31N/APositive News
PSEC
Prospect Capital
1.2105 of 5 stars
$5.23
+0.8%
N/A-2.8%$2.26B$861.66M14.942,019Upcoming Earnings
Positive News
VRTS
Virtus Investment Partners
1.9012 of 5 stars
$234.77
-1.7%
N/A+19.8%$1.66B$845.27M14.27770
OCSL
Oaktree Specialty Lending
3.6725 of 5 stars
$15.95
-0.1%
N/A-18.6%$1.31B$379.29M18.33N/APositive News

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This page (NYSE:EV) was last updated on 11/7/2024 by MarketBeat.com Staff
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