ETG
BULLISHAt a glance
Key valuation, profitability, growth, and risk metrics.
AI Analysis
AI-powered fundamental assessment
Key Strengths
Key Risks
Performance Snowflake
Multi-dimensional analysis across 5 key categories
Ref P/E 5.10, Graham Number $47.18
- P/E of 5.10 is far below sector average
- Price/Book of 0.94 indicates trading near or below book value
- Current price is less than half of the Graham Number
- Price/Sales is high (18.82), though typical for asset management funds
Ref Growth rates
- Revenue growth of 44.20% YoY
- Earnings growth of 163.60% YoY
- Lack of forward P/E or analyst projections
Ref Historical trends
- Strong long-term performance (5Y Change +59.8%)
- Consistent 1Y growth of 29.7%
- Recent short-term technical weakness
Ref Piotroski F-Score 7/9
- Piotroski F-Score of 7/9 indicates strong financial health
- Very low Debt/Equity (0.21)
- High Current Ratio (4.74)
- Altman Z-Score not provided
Ref Yield 7.14%, Payout 36.42%
- Attractive 7.14% yield
- Low payout ratio (36.42%) suggests high safety
- No 5-year average yield for trend comparison
Stock Price & Analyst Targets
Real-time price movements and analyst price targets
Multi-Horizon Performance vs Peers
Price momentum across 5Y → 1W horizons for ETG and closest competitors.
| Company | 5Y | 3Y | 1Y | 6M | 1M | 1W |
|---|---|---|---|---|---|---|
|
ETG
Eaton Vance Tax-Advantaged Global Dividend Income Fund
Primary
|
+59.8% | +73.0% | +29.7% | +3.7% | +7.3% | -0.4% |
|
BDJ
BlackRock Enhanced Equity Dividend Trust
Peer
|
+74.8% | +37.0% | +19.0% | +12.5% | +2.6% | +0.9% |
|
ETV
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
Peer
|
+40.1% | +54.6% | +23.8% | +4.9% | +4.2% | -0.8% |
|
GABC
German American Bancorp, Inc.
Peer
|
+12.6% | +64.5% | +21.2% | +12.3% | +5.6% | -1.4% |
|
GSHD
Goosehead Insurance, Inc.
Peer
|
-53.5% | -13.8% | -54.6% | -34.5% | +0.6% | +10.3% |
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
Valuation Metrics
Key valuation ratios and pricing indicators
Profitability
Profit margins and return metrics
Growth
Revenue and earnings growth rates
Financial Health
Balance sheet strength and liquidity metrics
Financial Statement Flow
Interactive flow visualization showing how money moves through the company Q4 2025
Financial Services Sector Comparison
Similar Companies
Peer comparison within the same industry
| Company | AI Rating | Market Cap | P/E | ROE | Profit Margin | Price | |
|---|---|---|---|---|---|---|---|
|
ETG
Eaton Vance Tax-Advantaged...
|
BULLISH | $1.66B | 5.1 | 19.5% | 368.9% | $21.74 | |
|
BDJ
BlackRock Enhanced Equity...
|
NEUTRAL | $1.68B | 9.79 | 10.3% | 384.9% | $9.5 | Compare |
|
ETV
Eaton Vance Tax-Managed...
|
NEUTRAL | $1.68B | 7.58 | 12.4% | 1110.8% | $14.4 | Compare |
|
GABC
German American Bancorp, Inc.
|
BULLISH | $1.64B | 14.23 | 12.0% | 32.9% | $43.53 | Compare |
|
GSHD
Goosehead Insurance, Inc.
|
BEARISH | $1.63B | 42.95 | -% | 7.6% | $44.67 | Compare |
Recent Insider Trading
Insider buy and sell transactions from the last 6 months
| Date | Insider | Position | Transaction | Shares | Value |
|---|---|---|---|---|---|
| 2025-12-03 | DIGREGORIO DEREK J.V. | Other Executive | Sale | 1,417 | $31,600 |
SEC Filings
Recent regulatory filings from the SEC EDGAR database
Past News Coverage
Recent headlines mentioning ETG from our newsroom.