EVV

NEUTRAL

$9.49 Live

Eaton Vance Limited Duration Income Fund · AMEX

$8.97 52W Range $10.41

EVV Eaton Vance Limited Duration Income Fund - Fundamental Analysis

NEUTRAL

Console Chart News

EVV Stock | Fundamental Analysis & Investment Insights

AMEX • Financial Services • Asset Management

Current Price Live

$9.49

52W High

$10.41

52W Low

$8.97

Overview AI Snowflake Price Valuation Profitability Growth Health Statements Peers SEC Filings

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Apr 27, 2026

Market cap

$1.1B

P/E

13.96

ROE

5.4%

Profit margin

56.6%

Debt/Equity

0.4

Dividend yield

8.93%

AI Analysis

AI-powered fundamental assessment

Confidence

85%

EVV presents a conflicting profile with a stable Piotroski F-Score of 6/9 and a Graham Number of $12.71 suggesting value, contrasted by a low growth-based intrinsic value of $4.76. While the fund trades at a discount to book value (P/B 0.90) and maintains high profit margins, it is currently a 'yield trap' candidate due to an unsustainable dividend payout ratio of 130.07%. Negative earnings and revenue growth, combined with a completely bearish technical trend (0/100), offset the attractive valuation metrics.

Key Strengths

Trading at a discount to book value (P/B 0.90)

Strong profit margins (56.64%) and operating margins (87.65%)

Low Debt/Equity ratio (0.40) compared to sector average (1.40)

P/E ratio (13.96) is significantly lower than the sector average (39.56)

Stable financial health as indicated by a Piotroski F-Score of 6/9

Key Risks

Unsustainable dividend payout ratio of 130.07%

Negative YoY earnings growth (-5.70%) and revenue growth (-2.90%)

Bearish technical trend (0/100)

Very low current ratio (0.17) and quick ratio (0.16)

Low Return on Equity (5.39%) relative to the risk profile

AI Fair Value Estimate

Based on comprehensive analysis

$8.74

-7.9% below current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall

Moderate

Value

Future

Past

Health

Dividend

AI Verdict

Underperforming Value

Key drivers: P/B discount, Dividend payout instability, Negative growth trajectory, Bearish technicals

Confidence

90%

Value

75/100

Ref P/E, PEG, Graham Number

Positives

P/B < 1.0
Price below Graham Number ($12.71)
Low P/E relative to peers

Watchpoints

Price significantly above growth-based intrinsic value ($4.76)

Future

30/100

Ref Growth rates

Positives

No standout positives identified.

Watchpoints

Negative revenue growth
Negative earnings growth
Bearish technical trend

Past

60/100

Ref Historical trends

Positives

Positive 3Y (+33.4%) and 5Y (+21.6%) returns

Watchpoints

Recent 6M performance is negative (-1.7%)

Health

65/100

Ref Altman Z-Score, Piotroski F-Score

Positives

Piotroski F-Score 6/9 (Stable)
Low Debt/Equity

Watchpoints

Extremely low liquidity ratios (Current Ratio 0.17)

Dividend

20/100

Ref Yield, Payout

Positives

High absolute yield (8.93%)

Watchpoints

Payout ratio > 100% (130.07%)
Dividend not covered by earnings

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price

$9.49

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for EVV and closest competitors.

Updated 2026-04-24

Company	5Y	3Y	1Y	6M	1M	1W
EVV Eaton Vance Limited Duration Income Fund Primary	+21.6%	+33.4%	+6.0%	-1.7%	+3.0%	-0.1%
MFIC MidCap Financial Investment Corporation Peer	+50.0%	+48.5%	+19.2%	+7.2%	+14.0%	+2.0%
JCAP Jefferson Capital, Inc. Peer	+11.9%	+11.9%	+11.9%	+17.2%	-2.5%	+3.0%
BITF Bitfarms Ltd. Peer	-63.7%	+89.7%	+133.5%	-34.8%	-16.4%	-20.4%
OCFC OceanFirst Financial Corp. Peer	+0.4%	+24.9%	+28.5%	+5.6%	+6.8%	+0.5%

EVV

Eaton Vance Limited Duration Income Fund

Primary

+21.6%

+33.4%

+6.0%

-1.7%

+3.0%

-0.1%

MFI

MidCap Financial Investment Corporation

Peer

+50.0%

+48.5%

+19.2%

+7.2%

+14.0%

+2.0%

JCA

Jefferson Capital, Inc.

Peer

+11.9%

+17.2%

-2.5%

+3.0%

BIT

Bitfarms Ltd.

Peer

-63.7%

+89.7%

+133.5%

-34.8%

-16.4%

-20.4%

OCF

OceanFirst Financial Corp.

Peer

+0.4%

+24.9%

+28.5%

+5.6%

+6.8%

+0.5%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

13.96

N/A

0.9

7.97

13.55

N/A

$1.1B

Profitability

Profit margins and return metrics

Profit Margin 56.64%

Operating Margin 87.65%

Gross Margin 100.0%

ROE 5.38%

ROA 3.42%

Growth

Revenue and earnings growth rates

Revenue Growth -2.9%

Earnings Growth -5.7%

Q/Q Revenue Growth N/A

Q/Q Earnings Growth -5.7%

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity

0.4

Low debt

Current Ratio

0.17

Weak

Quick Ratio

0.16

Poor

Cash/Share

$0.14

Financial Statement Flow

Interactive flow visualization showing how money moves through the company Q3 2025

Total Assets

$2.2B

Liabilities

$1.0B

Equity

$1.2B

Debt/Equity

0.83x

Financial Services Sector Comparison

Comparing EVV against 763 companies in the Financial Services sector (133 bullish, 317 neutral, 313 bearish)

P/E Ratio

13.96

This Stock

38.21

Sector Avg

-63.5% (Discount)

Return on Equity (ROE)

5.38%

This Stock

-1.82%

Sector Avg

-395.8% (Below Avg)

Profit Margin

56.64%

This Stock

75.74%

Sector Avg

-25.2% (Weaker)

Debt to Equity

0.4

This Stock

1.42

Sector Avg

-72.1% (Less Debt)

Revenue Growth

-2.9%

This Stock

37.18%

Sector Avg

-107.8% (Slower)

Current Ratio

0.17

This Stock

3.32

Sector Avg

-94.8% (Weaker)

Similar Companies

Peer comparison within the same industry

Company	AI Rating	Market Cap	P/E	ROE	Profit Margin	Price
EVV Eaton Vance Limited...	NEUTRAL	$1.1B	13.96	5.4%	56.6%	$9.49
MFIC MidCap Financial...	BEARISH	$1.1B	17.32	4.7%	19.7%	$11.78	Compare
JCAP Jefferson Capital, Inc.	NEUTRAL	$1.11B	3.55	43.8%	31.0%	$20.01	Compare
BITF Bitfarms Ltd.	NEUTRAL	$1.11B	-	-12.5%	-46.4%	$1.84	Compare
OCFC OceanFirst Financial Corp.	NEUTRAL	$1.09B	16.16	4.2%	18.3%	$19.07	Compare

EVV Eaton Vance...

NEUTRAL

Mkt Cap

$1.1B

P/E

14.0

ROE

5.4%

Price

$9.49

Compare with EVV

JCAP Jefferson Capital, Inc.

Compare with EVV

Compare with EVV

Compare with EVV

SEC Filings

Recent regulatory filings from the SEC EDGAR database

8-K

LIMITED DURATION INCOME FUND (EVV)

2025-08-28

8-K

LIMITED DURATION INCOME FUND (EVV)

2025-08-14

8-K

EATON VANCE LIMITED DURATION INCOME FUND

2024-10-10

Data sourced from SEC EDGAR. AI summaries generated automatically.

Past News Coverage

Recent headlines mentioning EVV from our newsroom.

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EVV

EVV Eaton Vance Limited Duration Income Fund - Fundamental Analysis

At a glance

AI Analysis

Key Strengths

Key Risks

Performance Snowflake

Stock Price & Analyst Targets

Multi-Horizon Performance vs Peers

Historical Performance Trends

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Valuation Metrics

Profitability

Growth

Financial Health

Financial Statement Flow

Financial Services Sector Comparison

Similar Companies

SEC Filings

Past News Coverage

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