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EVT vs MA

EVT
Eaton Vance Tax-Advantaged Dividend Income Fund
NEUTRAL
Price
$25.67
Market Cap
$1.91B
Sector
Financial Services
AI Confidence
80%
MA
Mastercard Incorporated
NEUTRAL
Price
$499.66
Market Cap
$445.92B
Sector
Financial Services
AI Confidence
80%

Valuation

P/E Ratio
EVT
10.27
MA
30.28
Forward P/E
EVT
--
MA
22.05
P/B Ratio
EVT
0.96
MA
57.74
P/S Ratio
EVT
28.42
MA
13.6
EV/EBITDA
EVT
--
MA
22.13

Profitability

Gross Margin
EVT
100.0%
MA
100.0%
Operating Margin
EVT
67.45%
MA
57.73%
Profit Margin
EVT
276.35%
MA
45.65%
ROE
EVT
9.4%
MA
209.91%
ROA
EVT
1.17%
MA
23.72%

Growth

Revenue Growth
EVT
-8.5%
MA
17.6%
Earnings Growth
EVT
99.5%
MA
24.2%

Financial Health

Debt/Equity
EVT
0.22
MA
2.56
Current Ratio
EVT
0.92
MA
1.03
Quick Ratio
EVT
0.91
MA
0.68

Dividends

Dividend Yield
EVT
7.69%
MA
0.7%
Payout Ratio
EVT
79.01%
MA
18.4%

AI Verdict

EVT NEUTRAL

EVT exhibits a stable financial foundation with a Piotroski F-Score of 6/9 and significant undervaluation relative to its Graham Number ($38.84) and Intrinsic Value ($73.75). While the fund offers an attractive dividend yield of 7.69% and a low P/E of 10.27, these fundamentals are countered by a severely bearish technical trend (10/100) and negative revenue growth (-8.50%). The discrepancy between deep value metrics and poor price momentum suggests a potential value trap or a period of consolidation. Overall, the asset is fundamentally sound but lacks immediate catalysts for growth.

Strengths
Significant undervaluation relative to Graham Number and Intrinsic Value
Strong dividend yield of 7.69% with a sustainable payout ratio of 79.01%
Low Debt/Equity ratio (0.22) indicating minimal leverage risk
Risks
Strongly bearish technical trend (10/100) indicating negative price momentum
Negative year-over-year revenue growth (-8.50%)
Bearish insider sentiment with recent executive selling
MA NEUTRAL

MA shows neutral fundamentals based on deterministic rules. Financial strength is strong (F-Score 6/9). Mixed signals with both opportunities and risks present.

Strengths
Strong profitability (45.6% margin)
Strong revenue growth of 17.6%
Strong ROE of 209.9%
Risks
High valuation with P/E of 30.3
Premium vs Graham Number ($56.68)
High debt burden with D/E of 2.56

Compare Another Pair

EVT vs MA: Head-to-Head Comparison

This page compares Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) and Mastercard Incorporated (MA) 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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