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ETV vs JPM

ETV
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
NEUTRAL
Price
$14.40
Market Cap
$1.68B
Sector
Financial Services
AI Confidence
80%
JPM
JPMorgan Chase & Co.
NEUTRAL
Price
$313.68
Market Cap
$846.01B
Sector
Financial Services
AI Confidence
85%

Valuation

P/E Ratio
ETV
7.58
JPM
15.68
Forward P/E
ETV
--
JPM
13.42
P/B Ratio
ETV
0.92
JPM
2.47
P/S Ratio
ETV
84.33
JPM
5.03
EV/EBITDA
ETV
--
JPM
--

Profitability

Gross Margin
ETV
100.0%
JPM
0.0%
Operating Margin
ETV
1.27%
JPM
41.06%
Profit Margin
ETV
1110.81%
JPM
33.91%
ROE
ETV
12.39%
JPM
16.13%
ROA
ETV
0.05%
JPM
1.35%

Growth

Revenue Growth
ETV
-8.1%
JPM
2.5%
Earnings Growth
ETV
36.2%
JPM
-3.6%

Financial Health

Debt/Equity
ETV
--
JPM
--
Current Ratio
ETV
0.26
JPM
--
Quick Ratio
ETV
0.11
JPM
--

Dividends

Dividend Yield
ETV
8.28%
JPM
1.91%
Payout Ratio
ETV
62.72%
JPM
28.97%

AI Verdict

ETV NEUTRAL

ETV presents a stable fundamental profile with a Piotroski F-Score of 5/9 and a significant valuation gap, trading at $14.40 against a Graham Number of $25.87 and an Intrinsic Value of $56.05. While the fund shows strong earnings growth (36.2%) and a robust dividend yield of 8.28%, it is severely hampered by a bearish technical trend (10/100) and weak insider sentiment (40/100). The asset is trading at a discount to book value (P/B 0.92), suggesting deep value, but the lack of momentum and declining revenue growth indicate a period of stagnation.

Strengths
Significant undervaluation relative to Graham Number ($25.87) and Intrinsic Value ($56.05)
Strong dividend yield of 8.28% with a sustainable payout ratio of 62.72%
Positive long-term price performance (5Y Change: +40.1%)
Risks
Extremely bearish technical trend (10/100) suggesting strong selling pressure
Low insider sentiment (40/100) indicating lack of internal confidence
Negative revenue growth (-8.10% YoY)
JPM NEUTRAL

JPM exhibits a concerning Piotroski F-Score of 2/9, indicating weak short-term fundamental health, and currently trades at a significant premium to both its Graham Number ($239.11) and Intrinsic Value ($140.07). While the company maintains a strong ROE of 16.13% and dominant market positioning, negative YoY earnings growth (-3.60%) and bearish insider activity from the CEO and CFO signal internal caution. The stock's current price of $313.68 suggests the market is pricing in a growth premium that is not currently supported by the deterministic health or value metrics.

Strengths
Strong profitability with a 33.91% profit margin
Robust Return on Equity (ROE) of 16.13%
Conservative dividend payout ratio of 28.97%
Risks
Very low Piotroski F-Score (2/9) suggesting deteriorating financial health
Significant overvaluation relative to Intrinsic Value ($140.07)
Negative Year-over-Year earnings growth (-3.60%)

Compare Another Pair

ETV vs JPM: Head-to-Head Comparison

This page compares Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) and JPMorgan Chase & Co. (JPM) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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