ETW

BULLISH

$9.31 Live

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund · NYSE

$8.01 52W Range $9.6

ETW Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund - Fundamental Analysis

BULLISH

Console Chart News

ETW Stock | Fundamental Analysis & Investment Insights

NYSE • Financial Services • Asset Management

Current Price Live

$9.31

52W High

$9.6

52W Low

$8.01

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

$1.01B

P/E

5.41

ROE

17.6%

Profit margin

928.0%

Debt/Equity

N/A

Dividend yield

8.56%

AI Analysis

AI-powered fundamental assessment

Confidence

85%

ETW exhibits a stable financial profile with a Piotroski F-Score of 5/9 and significant fundamental undervaluation. The current price of $9.31 trades at a massive discount to both the Graham Number ($19.89) and the calculated Intrinsic Value ($50.74). While technical trends are currently bearish (10/100), the combination of a low P/E (5.41), a Price/Book ratio of 0.91, and a sustainable 8.56% dividend yield presents a strong value opportunity.

Key Strengths

Significant undervaluation relative to Graham Number and Intrinsic Value

Attractive dividend yield of 8.56% with a sustainable payout ratio (46.33%)

Strong ROE of 17.56% indicating efficient equity utilization

Very low P/E ratio (5.41) compared to the financial sector average (38.07)

Positive long-term price performance (5Y Change: +37.4%)

Key Risks

Severely bearish technical trend (10/100) suggesting short-term momentum risk

Low insider sentiment (40/100) indicating lack of internal confidence

Low current ratio (0.49) which may signal liquidity constraints

High Price/Sales ratio (50.40), though typical for asset management funds

Dependence on the success of the global buy-write (covered call) strategy

AI Fair Value Estimate

Based on comprehensive analysis

$19.89

+113.6% above current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall

Strong

Value

Future

Past

Health

Dividend

AI Verdict

Strong Value Play

Key drivers: Deep discount to book and intrinsic value, High dividend yield, Stable Piotroski score

Confidence

80%

Value

95/100

Ref P/E, PEG, Graham Number

Positives

P/E of 5.41 is far below sector average
Price/Book < 1.0
Current price is < 50% of Graham Number

Watchpoints

High P/S ratio

Future

60/100

Ref Growth rates

Positives

Exceptional earnings growth (195.5%)

Watchpoints

Modest revenue growth (4.6%)
Bearish technical momentum

Past

85/100

Ref Historical trends

Positives

Consistent positive returns over 1Y, 3Y, and 5Y horizons

Watchpoints

Recent short-term price stagnation

Health

55/100

Ref Altman Z-Score, Piotroski F-Score

Positives

Piotroski F-Score of 5/9 indicates stability

Watchpoints

Low current ratio (0.49)
Lack of Altman Z-Score data

Dividend

88/100

Ref Yield, Payout

Positives

High yield (8.56%)
Conservative payout ratio (46.33%)

Watchpoints

No urgent risks highlighted.

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price

$9.31

Multi-Horizon Performance vs Peers

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

Updated 2026-04-24

Company	5Y	3Y	1Y	6M	1M	1W
ETW Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund Primary	+37.4%	+52.5%	+27.9%	+7.4%	+5.7%	-0.4%
FSCO FS Credit Opportunities Corp. Peer	+70.4%	+71.5%	-15.1%	-19.0%	-4.2%	-3.5%
UFCS United Fire Group, Inc. Peer	+38.1%	+56.0%	+50.0%	+27.4%	+5.3%	+0.4%
BBN BlackRock Taxable Municipal Bond Trust Peer	-13.7%	+11.9%	+7.6%	+6.2%	-2.6%	-0.8%
OXLC Oxford Lane Capital Corp. Peer	-16.7%	-20.0%	-37.4%	-22.1%	+26.0%	+4.0%

ETW

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

Primary

+37.4%

+52.5%

+27.9%

+7.4%

+5.7%

-0.4%

FSC

FS Credit Opportunities Corp.

Peer

+70.4%

+71.5%

-15.1%

-19.0%

-4.2%

-3.5%

UFC

United Fire Group, Inc.

Peer

+38.1%

+56.0%

+50.0%

+27.4%

+5.3%

+0.4%

BBN

BlackRock Taxable Municipal Bond Trust

Peer

-13.7%

+11.9%

+7.6%

+6.2%

-2.6%

-0.8%

OXL

Oxford Lane Capital Corp.

Peer

-16.7%

-20.0%

-37.4%

-22.1%

+26.0%

+4.0%

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

5.41

N/A

0.91

50.4

50.39

N/A

$1.01B

Profitability

Profit margins and return metrics

Profit Margin 927.99%

Operating Margin 16.79%

Gross Margin 100.0%

ROE 17.56%

ROA 0.51%

Growth

Revenue and earnings growth rates

Revenue Growth +4.6%

Earnings Growth +195.5%

Q/Q Revenue Growth N/A

Q/Q Earnings Growth +195.5%

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity

N/A

Current Ratio

0.49

Weak

Quick Ratio

0.41

Poor

Cash/Share

$0.0

Financial Statement Flow

Interactive flow visualization showing how money moves through the company Q4 2025

Total Assets

$1.1B

Liabilities

$0.0B

Equity

$1.1B

Debt/Equity

0.01x

Financial Services Sector Comparison

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

P/E Ratio

5.41

This Stock

38.21

Sector Avg

-85.8% (Discount)

Return on Equity (ROE)

17.56%

This Stock

-1.82%

Sector Avg

-1064.4% (Below Avg)

Profit Margin

927.99%

This Stock

75.74%

Sector Avg

+1125.2% (Superior)

Revenue Growth

4.6%

This Stock

37.18%

Sector Avg

-87.6% (Slower)

Current Ratio

0.49

This Stock

3.32

Sector Avg

-85.3% (Weaker)

Similar Companies

Peer comparison within the same industry

Company	AI Rating	Market Cap	P/E	ROE	Profit Margin	Price
ETW Eaton Vance Tax-Managed...	BULLISH	$1.01B	5.41	17.6%	928.0%	$9.31
FSCO FS Credit Opportunities Corp.	BEARISH	$1.01B	6.58	-%	-%	$5.0	Compare
UFCS United Fire Group, Inc.	BULLISH	$1.01B	8.81	13.7%	8.5%	$39.46	Compare
BBN BlackRock Taxable...	BEARISH	$1.0B	19.11	-%	-%	$16.24	Compare
OXLC Oxford Lane Capital Corp.	BEARISH	$1.0B	23.32	0.2%	0.8%	$10.26	Compare

ETW Eaton Vance...

BULLISH

Mkt Cap

$1.0B

P/E

5.4

ROE

17.6%

Price

$9.31

Compare with ETW

UFCS United Fire Group, Inc.

Compare with ETW

Compare with ETW

Compare with ETW

SEC Filings

Recent regulatory filings from the SEC EDGAR database

8-K

TAX-MANAGED GLOBAL BUY-WRITE OPPORTUNITIES FUND (ETW)

2025-08-28

8-K

TAX-MANAGED GLOBAL BUY-WRITE OPPORTUNITIES FUND (ETW)

2025-08-14

8-K

EATON VANCE TAX-MANAGED GLOBAL BUY-WRITE OPPORTUNITIES FUND

2024-10-10

Data sourced from SEC EDGAR. AI summaries generated automatically.

Past News Coverage

Recent headlines mentioning ETW from our newsroom.

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ETW

ETW Eaton Vance Tax-Managed Global Buy-Write Opportunities 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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