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Eaton Vance (EV) Competitors

Eaton Vance logo

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

Should you be buying Eaton Vance stock or one of its competitors? The main competitors of Eaton Vance include SEI Investments (SEIC), Franklin Resources (BEN), Invesco (IVZ), Affiliated Managers Group (AMG), Main Street Capital (MAIN), Cohen & Steers (CNS), 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.

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

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

SEI Investments received 116 more outperform votes than Eaton Vance when rated by MarketBeat users. Likewise, 58.77% of users gave SEI Investments an outperform vote while only 35.19% of users gave Eaton Vance an outperform vote.

CompanyUnderperformOutperform
SEI InvestmentsOutperform Votes
382
58.77%
Underperform Votes
268
41.23%
Eaton VanceOutperform Votes
266
35.19%
Underperform Votes
490
64.81%

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
SEI Investments26.60% 24.29% 21.21%
Eaton Vance 8.01%29.84%8.98%

SEI Investments pays an annual dividend of $0.98 per share and has a dividend yield of 1.2%. Eaton Vance pays an annual dividend of $1.50 per share and has a dividend yield of 6.2%. SEI Investments pays out 23.7% of its earnings in the form of a dividend. Eaton Vance pays out 45.6% 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 34 consecutive years.

70.6% of SEI Investments shares are held by institutional investors. Comparatively, 67.4% of Eaton Vance shares are held by institutional investors. 14.3% of SEI Investments shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.

In the previous week, SEI Investments had 8 more articles in the media than Eaton Vance. MarketBeat recorded 9 mentions for SEI Investments and 1 mentions for Eaton Vance. SEI Investments' average media sentiment score of 0.29 beat Eaton Vance's score of 0.00 indicating that SEI Investments is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
SEI Investments
3 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
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

SEI Investments currently has a consensus target price of $86.75, suggesting a potential upside of 3.92%. Given SEI Investments' stronger consensus rating and higher probable upside, analysts plainly believe SEI Investments is more favorable than Eaton Vance.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
SEI Investments
1 Sell rating(s)
2 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.00
Eaton Vance
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

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
SEI Investments$1.92B5.61$462.26M$4.1420.16
Eaton Vance$1.73B1.60$138.52M$3.297.38

Summary

SEI Investments beats Eaton Vance on 18 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$2.77B$12.52B$11.78B$19.94B
Dividend Yield2.05%24.60%6.02%3.71%
P/E Ratio19.5932.9925.2441.41
Price / Sales1.605.7828.3616.25
Price / Cash19.1618.1017.2619.84
Price / Book2.104.122.655.76
Net Income$138.52M$306.53M$1.04B$993.25M

Eaton Vance Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
EV
Eaton Vance
3.6575 of 5 stars
$24.29
+1.3%
N/A+3.7%$2.77B$1.73B19.591,983
SEIC
SEI Investments
4.5857 of 5 stars
$78.93
-0.1%
$86.75
+9.9%
+31.5%$10.17B$2.05B19.074,840
BEN
Franklin Resources
4.3304 of 5 stars
$18.90
-1.2%
$20.73
+9.7%
-30.0%$9.90B$8.48B21.9810,200Analyst Forecast
Short Interest ↑
IVZ
Invesco
4.7295 of 5 stars
$16.42
+0.4%
$18.83
+14.7%
+0.7%$7.38B$5.89B-17.858,610Analyst Forecast
Short Interest ↓
AMG
Affiliated Managers Group
4.0381 of 5 stars
$178.56
+1.0%
$195.40
+9.4%
+22.2%$5.40B$2.02B11.654,000Short Interest ↑
MAIN
Main Street Capital
1.4431 of 5 stars
$57.73
+0.0%
$48.80
-15.5%
+36.0%$5.09B$567.16M10.4690
CNS
Cohen & Steers
3.9362 of 5 stars
$84.35
-1.7%
$106.50
+26.3%
+30.7%$4.26B$515.43M31.47390Upcoming Earnings
Short Interest ↓
GBDC
Golub Capital BDC
1.9441 of 5 stars
$14.93
+0.2%
$16.40
+9.8%
+0.0%$3.95B$272.57M10.59N/APositive News
PSEC
Prospect Capital
0.6154 of 5 stars
$4.20
-0.5%
$4.50
+7.1%
-28.7%$1.83B$78.62M-16.152,019
VRTS
Virtus Investment Partners
2.9255 of 5 stars
$205.00
+0.3%
$247.00
+20.5%
-12.9%$1.44B$884.28M12.46770Analyst Downgrade
Positive News
OCSL
Oaktree Specialty Lending
2.8562 of 5 stars
$15.00
+0.3%
$16.75
+11.7%
-26.6%$1.23B$57.61M20.83N/ANews Coverage

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This page (NYSE:EV) was last updated on 1/20/2025 by MarketBeat.com Staff
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