Free Trial

This company has been marked as potentially delisted and may not be actively trading.

Eaton Vance (EV) Competitors

Eaton Vance logo

EV vs. BEN, SEIC, IVZ, MAIN, AMG, GBDC, CNS, 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), Golub Capital BDC (GBDC), Cohen & Steers (CNS), 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.

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

Franklin Resources has a beta of 1.36, meaning that its share price is 36% more volatile than the S&P 500. Comparatively, Eaton Vance has a beta of 1.23, meaning that its share price is 23% more volatile than the S&P 500.

Franklin Resources presently has a consensus target price of $18.96, suggesting a potential upside of 1.08%. 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
5 Sell rating(s)
7 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.58
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 owned by institutional investors. Comparatively, 67.4% of Eaton Vance shares are owned by institutional investors. 22.9% of Franklin Resources shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock is poised for long-term growth.

Franklin Resources pays an annual dividend of $1.28 per share and has a dividend yield of 6.8%. Eaton Vance pays an annual dividend of $1.50 per share and has a dividend yield of 6.9%. 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 raised its dividend for 45 consecutive years. Eaton Vance is clearly the better dividend stock, given its higher yield and lower payout ratio.

In the previous week, Franklin Resources had 16 more articles in the media than Eaton Vance. MarketBeat recorded 16 mentions for Franklin Resources and 0 mentions for Eaton Vance. Franklin Resources' average media sentiment score of 0.90 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 Positive
Eaton Vance Neutral

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$8.74B1.13$464.80M$0.6528.85
Eaton Vance$1.73B1.44$138.52M$3.296.64

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
Franklin Resources4.32% 9.45% 3.87%
Eaton Vance 8.01%29.84%8.98%

Franklin Resources received 181 more outperform votes than Eaton Vance when rated by MarketBeat users. Likewise, 39.28% of users gave Franklin Resources an outperform vote while only 34.59% of users gave Eaton Vance an outperform vote.

CompanyUnderperformOutperform
Franklin ResourcesOutperform Votes
447
39.28%
Underperform Votes
691
60.72%
Eaton VanceOutperform Votes
266
34.59%
Underperform Votes
503
65.41%

Summary

Franklin Resources beats Eaton Vance on 12 of the 20 factors compared between the two stocks.

Get Eaton Vance News Delivered to You Automatically

Sign up to receive the latest news and ratings for EV and its competitors with MarketBeat's FREE daily newsletter.

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.
Skip Chart

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.
Skip Chart

EV vs. The Competition

MetricEaton VanceInvestment Advice IndustryFinance SectorNYSE Exchange
Market Cap$2.49B$10.49B$11.11B$18.85B
Dividend Yield2.05%24.82%5.93%4.16%
P/E Ratio17.6235.9222.0432.25
Price / Sales1.447.5625.7028.08
Price / Cash19.1617.7117.6017.53
Price / Book1.883.552.614.42
Net Income$138.52M$411.75M$1.04B$1.02B

Eaton Vance Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
EV
Eaton Vance
N/A$21.85
flat
N/A-6.6%$2.49B$1.73B17.621,983
BEN
Franklin Resources
3.8043 of 5 stars
$17.36
-1.4%
$18.96
+9.2%
-27.4%$9.12B$8.74B26.719,800
SEIC
SEI Investments
4.7686 of 5 stars
$69.67
-2.8%
$86.80
+24.6%
+9.0%$8.84B$2.13B15.764,840Earnings Report
Analyst Forecast
News Coverage
IVZ
Invesco
4.9134 of 5 stars
$12.43
-2.9%
$17.03
+37.0%
-7.4%$5.56B$6.07B10.538,610Earnings Report
Dividend Increase
Analyst Forecast
News Coverage
MAIN
Main Street Capital
1.4813 of 5 stars
$52.00
-2.4%
$52.60
+1.2%
+10.1%$4.61B$601.25M9.4290
AMG
Affiliated Managers Group
4.4928 of 5 stars
$153.61
-1.6%
$192.40
+25.3%
-1.8%$4.42B$2.04B10.173,950Short Interest ↓
GBDC
Golub Capital BDC
1.6189 of 5 stars
$13.85
-2.0%
$15.83
+14.3%
-16.7%$3.68B$309.01M10.04N/APositive News
CNS
Cohen & Steers
2.9049 of 5 stars
$71.24
-4.1%
$90.00
+26.3%
+3.9%$3.63B$553.52M23.99390
PSEC
Prospect Capital
1.5074 of 5 stars
$3.49
-2.0%
$4.50
+28.9%
-33.7%$1.56B$101.04M-17.452,019
OCSL
Oaktree Specialty Lending
2.2862 of 5 stars
$14.08
-1.9%
$16.42
+16.6%
-26.6%$1.16B$48.88M21.02N/AUpcoming Earnings
Analyst Forecast
News Coverage
Positive News
VRTS
Virtus Investment Partners
3.0534 of 5 stars
$142.95
-4.0%
$179.00
+25.2%
-34.2%$990.79M$902.82M8.46770Upcoming Earnings

Related Companies and Tools


This page (NYSE:EV) was last updated on 4/24/2025 by MarketBeat.com Staff
From Our Partners