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Eaton Vance (EV) Competitors

Eaton Vance logo

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

Should you be buying Eaton Vance stock or one of its competitors? The main competitors of Eaton Vance include 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), Oaktree Specialty Lending (OCSL), and Capital Southwest (CSWC). These companies are all part of the "asset management & custody banks" industry.

Eaton Vance vs.

Eaton Vance (NYSE:EV) and SEI Investments (NASDAQ:SEIC) are both finance companies, but which is the superior business? We will compare the two companies based on the strength of their media sentiment, valuation, dividends, community ranking, institutional ownership, analyst recommendations, risk, profitability and earnings.

Eaton Vance pays an annual dividend of $1.50 per share and has a dividend yield of 5.9%. SEI Investments pays an annual dividend of $0.92 per share and has a dividend yield of 1.1%. Eaton Vance pays out 45.6% of its earnings in the form of a dividend. SEI Investments pays out 22.2% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. SEI Investments has increased its dividend for 33 consecutive years.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Eaton Vance$1.73B1.67$138.52M$3.297.69
SEI Investments$1.92B5.48$462.26M$4.1419.71

In the previous week, SEI Investments had 13 more articles in the media than Eaton Vance. MarketBeat recorded 15 mentions for SEI Investments and 2 mentions for Eaton Vance. SEI Investments' average media sentiment score of 1.41 beat Eaton Vance's score of 0.00 indicating that SEI Investments 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)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
SEI Investments
13 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

SEI Investments received 115 more outperform votes than Eaton Vance when rated by MarketBeat users. Likewise, 58.98% of users gave SEI Investments an outperform vote while only 35.47% of users gave Eaton Vance an outperform vote.

CompanyUnderperformOutperform
Eaton VanceOutperform Votes
266
35.47%
Underperform Votes
484
64.53%
SEI InvestmentsOutperform Votes
381
58.98%
Underperform Votes
265
41.02%

SEI Investments has a net margin of 26.60% compared to Eaton Vance's net margin of 8.01%. Eaton Vance's return on equity of 29.84% beat SEI Investments' return on equity.

Company Net Margins Return on Equity Return on Assets
Eaton Vance8.01% 29.84% 8.98%
SEI Investments 26.60%24.29%21.21%

Eaton Vance has a beta of 1.23, indicating that its share price is 23% more volatile than the S&P 500. Comparatively, SEI Investments has a beta of 0.98, indicating that its share price is 2% less volatile than the S&P 500.

SEI Investments has a consensus price target of $77.50, suggesting a potential downside of 5.01%. Given SEI Investments' stronger consensus rating and higher possible upside, analysts clearly believe SEI Investments 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
SEI Investments
1 Sell rating(s)
2 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.00

67.4% of Eaton Vance shares are owned by institutional investors. Comparatively, 70.6% of SEI Investments shares are owned by institutional investors. 14.3% of SEI Investments shares are owned 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

SEI Investments beats Eaton Vance on 17 of the 21 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$2.89B$12.39B$10.58B$20.43B
Dividend Yield2.05%23.80%10.25%3.44%
P/E Ratio20.4029.7145.1336.62
Price / Sales1.675.423,461.5619.07
Price / Cash19.1620.1530.8918.69
Price / Book2.184.742.965.73
Net Income$138.52M$297.73M$1.02B$983.96M

Eaton Vance Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
EV
Eaton Vance
3.1422 of 5 stars
$25.29
+0.4%
N/AN/A$2.89B$1.73B20.401,983News Coverage
SEIC
SEI Investments
4.4123 of 5 stars
$82.20
-0.5%
$77.50
-5.7%
+36.8%$10.60B$1.92B19.965,089News Coverage
Positive News
IVZ
Invesco
4.4182 of 5 stars
$18.00
-0.5%
$18.63
+3.5%
+21.7%$8.09B$5.89B-19.668,500Short Interest ↑
AMG
Affiliated Managers Group
4.0924 of 5 stars
$185.38
-1.2%
$196.50
+6.0%
+35.5%$5.60B$2.06B12.234,000Short Interest ↑
CNS
Cohen & Steers
3.138 of 5 stars
$103.89
-0.7%
$106.50
+2.5%
+71.0%$5.25B$489.64M39.40390Short Interest ↑
MAIN
Main Street Capital
1.8704 of 5 stars
$55.46
0.0%
$48.80
-12.0%
+32.8%$4.89B$500.39M10.05100News Coverage
GBDC
Golub Capital BDC
1.8872 of 5 stars
$15.65
-0.1%
$16.40
+4.8%
+4.4%$4.14B$724.68M11.09N/AShort Interest ↑
PSEC
Prospect Capital
1.5806 of 5 stars
$4.57
-4.4%
$4.50
-1.5%
-19.6%$1.99B$861.66M-18.312,019Positive News
VRTS
Virtus Investment Partners
2.4754 of 5 stars
$246.78
-0.1%
$236.00
-4.4%
+23.5%$1.73B$845.27M15.02770
OCSL
Oaktree Specialty Lending
2.6153 of 5 stars
$16.37
+0.2%
$16.75
+2.3%
-17.7%$1.35B$57.61M22.64N/A
CSWC
Capital Southwest
1.444 of 5 stars
$23.49
-0.3%
$25.67
+9.3%
+3.7%$1.12B$178.13M14.3727

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This page (NYSE:EV) was last updated on 12/3/2024 by MarketBeat.com Staff
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