ETO
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 5.43, P/B 0.94, Graham Number $61.29
- P/E of 5.43 is far below sector average
- Price/Book under 1.0
- Current price is <50% of Graham Number
- High Price/Sales ratio
Ref Growth rates
- Earnings growth of 154.6%
- Revenue growth of 23.4%
- Technical trend is currently bearish
Ref Historical trends
- Strong 1Y (+31.1%), 3Y (+68.3%), and 5Y (+49.3%) returns
- Recent 1W dip
Ref Piotroski F-Score 7/9
- Piotroski F-Score 7/9
- Low Debt/Equity 0.20
- High Current Ratio 3.02
- Altman Z-Score not provided
Ref Yield 7.12%, Payout 38.65%
- High yield of 7.12%
- Conservative payout ratio of 38.65%
Stock Price & Analyst Targets
Real-time price movements and analyst price targets
Multi-Horizon Performance vs Peers
Price momentum across 5Y → 1W horizons for ETO and closest competitors.
| Company | 5Y | 3Y | 1Y | 6M | 1M | 1W |
|---|---|---|---|---|---|---|
|
ETO
Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
Primary
|
+49.3% | +68.3% | +31.1% | +7.9% | +8.4% | -1.1% |
|
CHW
Calamos Global Dynamic Income Fund
Peer
|
+9.8% | +64.0% | +45.4% | +0.5% | -0.3% | +3.0% |
|
MEVO
M Evo Global Acquisition Corp II
Peer
|
+0.1% | +0.1% | +0.1% | +0.1% | +0.2% | +0.1% |
|
BSRR
Sierra Bancorp
Peer
|
+57.1% | +152.4% | +40.7% | +35.0% | +8.5% | -2.5% |
|
CRD-B
Crawford & Company
Peer
|
+23.1% | +28.6% | -1.7% | -1.0% | +1.3% | -1.3% |
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 | |
|---|---|---|---|---|---|---|---|
|
ETO
Eaton Vance Tax-Advantaged...
|
BULLISH | $478.7M | 5.43 | 18.3% | 418.0% | $29.21 | |
|
CHW
Calamos Global Dynamic Income Fund
|
BULLISH | $477.71M | 5.12 | 17.8% | 593.1% | $7.48 | Compare |
|
MEVO
M Evo Global Acquisition Corp II
|
BEARISH | $476.81M | - | -% | -% | $9.87 | Compare |
|
BSRR
Sierra Bancorp
|
NEUTRAL | $474.89M | 11.66 | 11.7% | 28.4% | $36.27 | Compare |
|
CRD-B
Crawford & Company
|
BEARISH | $486.97M | 25.49 | 12.0% | 1.6% | $9.94 | 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 | 1,053 | $30,521 |
SEC Filings
Recent regulatory filings from the SEC EDGAR database
Past News Coverage
Recent headlines mentioning ETO from our newsroom.