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Eaton Vance (EV) Competitors

Eaton Vance logo

EV vs. BEN, SEIC, IVZ, MAIN, AMG, 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 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), 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 business? We will contrast the two businesses based on the strength of their profitability, dividends, institutional ownership, media sentiment, earnings, community ranking, valuation, risk and analyst recommendations.

In the previous week, Franklin Resources had 8 more articles in the media than Eaton Vance. MarketBeat recorded 9 mentions for Franklin Resources and 1 mentions for Eaton Vance. Franklin Resources' average media sentiment score of 0.93 beat Eaton Vance's score of 0.00 indicating that Franklin Resources is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Franklin Resources
6 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
1 Very Negative mention(s)
Positive
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 pays an annual dividend of $1.28 per share and has a dividend yield of 6.2%. Eaton Vance pays an annual dividend of $1.50 per share and has a dividend yield of 6.0%. 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. Eaton Vance pays out 45.6% of its earnings in the form of a dividend. 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 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
Franklin Resources4.32% 9.45% 3.87%
Eaton Vance 8.01%29.84%8.98%

Franklin Resources currently has a consensus price target of $20.86, suggesting a potential upside of 1.80%. Given Franklin Resources' stronger consensus rating and higher probable upside, research 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
4 Sell rating(s)
7 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.64
Eaton Vance
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

47.6% of Franklin Resources shares are held by institutional investors. Comparatively, 67.4% of Eaton Vance shares are held by institutional investors. 22.9% of Franklin Resources shares are held by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

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 34.91% of users gave Eaton Vance an outperform vote.

CompanyUnderperformOutperform
Franklin ResourcesOutperform Votes
447
39.52%
Underperform Votes
684
60.48%
Eaton VanceOutperform Votes
266
34.91%
Underperform Votes
496
65.09%

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$8.48B1.27$464.80M$0.6531.53
Eaton Vance$1.73B1.66$138.52M$3.297.64

Franklin Resources has a beta of 1.42, suggesting that its share price is 42% more 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.

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$2.87B$11.17B$11.73B$20.29B
Dividend Yield2.05%23.98%5.37%3.64%
P/E Ratio20.2841.3824.0834.92
Price / Sales1.664.8226.4417.20
Price / Cash19.1617.8217.9120.26
Price / Book2.173.892.594.80
Net Income$138.52M$412.04M$1.03B$1.02B

Eaton Vance Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
EV
Eaton Vance
3.0186 of 5 stars
$25.15
-0.1%
N/A+10.5%$2.87B$1.73B20.281,983Analyst Forecast
BEN
Franklin Resources
4.1202 of 5 stars
$20.58
+1.7%
$20.86
+1.4%
-24.3%$10.81B$8.48B31.6510,200
SEIC
SEI Investments
4.9766 of 5 stars
$82.28
-0.4%
$90.00
+9.4%
+21.0%$10.61B$2.13B18.625,089Analyst Revision
Positive News
IVZ
Invesco
4.9423 of 5 stars
$18.48
+0.3%
$19.94
+7.9%
+12.3%$8.31B$6.07B15.668,500
MAIN
Main Street Capital
2.1797 of 5 stars
$61.51
+1.0%
$48.80
-20.7%
+38.8%$5.42B$500.39M11.1490News Coverage
Positive News
AMG
Affiliated Managers Group
4.489 of 5 stars
$169.73
+0.7%
$198.40
+16.9%
+6.3%$5.13B$2.04B11.244,000Ex-Dividend
CNS
Cohen & Steers
3.6261 of 5 stars
$85.18
+0.9%
$106.50
+25.0%
+21.2%$4.31B$517.42M28.68390Dividend Increase
Short Interest ↓
Gap Up
GBDC
Golub Capital BDC
1.9686 of 5 stars
$15.93
+0.1%
$16.38
+2.8%
-0.6%$4.23B$724.68M11.54N/APositive News
PSEC
Prospect Capital
1.2562 of 5 stars
$4.37
+0.2%
$4.50
+3.0%
-23.8%$1.91B$861.66M-16.812,019Positive News
VRTS
Virtus Investment Partners
3.7476 of 5 stars
$186.65
+1.4%
$225.75
+21.0%
-21.7%$1.31B$906.95M11.04770
OCSL
Oaktree Specialty Lending
1.5865 of 5 stars
$15.78
+0.6%
$16.75
+6.1%
-19.7%$1.30B$381.67M23.55N/APositive News

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This page (NYSE:EV) was last updated on 2/22/2025 by MarketBeat.com Staff
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