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Eaton Vance (EV) Competitors

Eaton Vance logo

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

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), Main Street Capital (MAIN), Affiliated Managers Group (AMG), Cohen & Steers (CNS), Golub Capital BDC (GBDC), Prospect Capital (PSEC), Oaktree Specialty Lending (OCSL), and Virtus Investment Partners (VRTS). These companies are all part of the "asset management & custody banks" industry.

Eaton Vance vs.

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

Eaton Vance pays an annual dividend of $1.50 per share and has a dividend yield of 6.3%. Franklin Resources pays an annual dividend of $1.28 per share and has a dividend yield of 6.7%. Eaton Vance pays out 45.6% of its earnings in the form of a dividend. Franklin Resources pays out 196.9% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Franklin Resources has increased its dividend for 45 consecutive years. Franklin Resources is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

Eaton Vance has a beta of 1.23, indicating that its stock price is 23% more volatile than the S&P 500. Comparatively, Franklin Resources has a beta of 1.42, indicating that its stock price is 42% 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
Eaton Vance$1.73B1.56$138.52M$3.297.19
Franklin Resources$8.74B1.15$464.80M$0.6529.52

Franklin Resources received 181 more outperform votes than Eaton Vance when rated by MarketBeat users. Likewise, 39.52% of users gave Franklin Resources an outperform vote while only 34.73% of users gave Eaton Vance an outperform vote.

CompanyUnderperformOutperform
Eaton VanceOutperform Votes
266
34.73%
Underperform Votes
500
65.27%
Franklin ResourcesOutperform Votes
447
39.52%
Underperform Votes
684
60.48%

In the previous week, Franklin Resources had 14 more articles in the media than Eaton Vance. MarketBeat recorded 15 mentions for Franklin Resources and 1 mentions for Eaton Vance. Franklin Resources' average media sentiment score of 1.10 beat Eaton Vance's score of 0.00 indicating that Franklin Resources is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Eaton Vance
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Franklin Resources
11 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
1 Negative mention(s)
1 Very Negative mention(s)
Positive

Franklin Resources has a consensus target price of $20.86, indicating a potential upside of 8.73%. Given Franklin Resources' stronger consensus rating and higher probable upside, analysts plainly believe Franklin Resources is more favorable than Eaton Vance.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Eaton Vance
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00
Franklin Resources
4 Sell rating(s)
7 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.64

Eaton Vance has a net margin of 8.01% compared to Franklin Resources' net margin of 4.32%. Eaton Vance's return on equity of 29.84% beat Franklin Resources' return on equity.

Company Net Margins Return on Equity Return on Assets
Eaton Vance8.01% 29.84% 8.98%
Franklin Resources 4.32%9.45%3.87%

67.4% of Eaton Vance shares are held by institutional investors. Comparatively, 47.6% of Franklin Resources shares are held by institutional investors. 22.9% of Franklin Resources shares are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

Summary

Franklin Resources beats Eaton Vance on 13 of the 20 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$2.70B$10.88B$11.30B$19.40B
Dividend Yield2.05%24.33%5.40%3.77%
P/E Ratio19.0937.8322.5732.99
Price / Sales1.567.5125.5726.19
Price / Cash19.1617.7117.6217.54
Price / Book2.043.542.744.55
Net Income$138.52M$411.75M$1.03B$1.02B

Eaton Vance Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
EV
Eaton Vance
2.864 of 5 stars
$23.67
-0.2%
N/A-1.7%$2.70B$1.73B19.091,983
BEN
Franklin Resources
4.2147 of 5 stars
$20.08
+1.1%
$20.86
+3.9%
-30.1%$10.55B$8.74B30.8910,200Positive News
SEIC
SEI Investments
4.6966 of 5 stars
$77.43
+2.1%
$90.00
+16.2%
+9.2%$9.83B$2.13B17.524,840Short Interest ↑
Positive News
IVZ
Invesco
4.9936 of 5 stars
$15.87
+3.6%
$19.94
+25.7%
-7.9%$7.10B$6.07B13.448,610Analyst Forecast
MAIN
Main Street Capital
1.4568 of 5 stars
$58.62
+1.9%
$52.25
-10.9%
+23.1%$5.19B$601.25M10.6290Positive News
AMG
Affiliated Managers Group
4.4071 of 5 stars
$171.89
+2.2%
$198.40
+15.4%
+2.2%$5.03B$2.04B11.383,950
CNS
Cohen & Steers
3.8435 of 5 stars
$80.92
+2.5%
$106.50
+31.6%
+7.8%$4.12B$536.76M27.25390
GBDC
Golub Capital BDC
1.4113 of 5 stars
$15.18
+0.4%
$16.38
+7.9%
-8.0%$4.03B$309.01M11.00N/APositive News
PSEC
Prospect Capital
1.8308 of 5 stars
$4.24
+0.5%
$4.50
+6.1%
-26.0%$1.89B$101.04M-21.202,019Positive News
OCSL
Oaktree Specialty Lending
1.0448 of 5 stars
$15.63
+0.1%
$16.75
+7.2%
-20.2%$1.29B$48.88M23.33N/APositive News
VRTS
Virtus Investment Partners
3.9192 of 5 stars
$178.86
+1.9%
$225.75
+26.2%
-28.3%$1.25B$902.82M10.58770News Coverage
Positive News
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This page (NYSE:EV) was last updated on 4/2/2025 by MarketBeat.com Staff
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