ETY

BULLISH

$14.59 Live

Eaton Vance Tax-Managed Diversified Equity Income Fund · NYSE

$13.12 52W Range $16.03

ETY Eaton Vance Tax-Managed Diversified Equity Income Fund - Fundamental Analysis

BULLISH

Console Chart News

ETY Stock | Fundamental Analysis & Investment Insights

NYSE • Financial Services • Asset Management

Current Price Live

$14.59

52W High

$16.03

52W Low

$13.12

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

$2.32B

P/E

7.56

ROE

12.6%

Profit margin

1646.5%

Debt/Equity

N/A

Dividend yield

8.16%

AI Analysis

AI-powered fundamental assessment

Confidence

75%

ETY presents a classic deep-value opportunity, anchored by a stable Piotroski F-Score of 5/9 and a massive valuation discount. The current price of $14.59 trades significantly below both the Graham Number ($26.07) and the Intrinsic Value ($32.04), suggesting a substantial margin of safety. While technical trends are currently bearish (0/100) and revenue growth is flat, the 8.16% dividend yield and positive earnings growth provide a strong income-driven floor for investors.

Key Strengths

Significant undervaluation relative to Graham Number ($26.07) and Intrinsic Value ($32.04)

Attractive dividend yield of 8.16% with a sustainable payout ratio of 61.68%

Trading below book value (P/B 0.93)

Low P/E ratio (7.56) compared to the financial services sector average (37.86)

Strong long-term price performance with a 5-year increase of 66.6%

Key Risks

Severe bearish technical trend (0/100) indicating lack of short-term momentum

Stagnant revenue growth (-0.50% YoY)

Weak insider sentiment (40/100) suggesting lack of internal confidence

Poor liquidity ratios (Current Ratio 0.17), though typical for closed-end fund structures

Negative operating margin (-34.52%)

AI Fair Value Estimate

Based on comprehensive analysis

$24.0

+64.5% above current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall

Strong

Value

Future

Past

Health

Dividend

AI Verdict

Strong Value / Weak Momentum

Key drivers: Deep discount to intrinsic value, High dividend yield, Bearish technicals, Flat revenue growth

Confidence

80%

Value

95/100

Ref P/E, PEG, Graham Number

Positives

P/E of 7.56 is extremely low
Price is ~44% of Graham Number
P/B under 1.0

Watchpoints

Price/Sales is abnormally high (125.21), likely due to fund accounting

Future

40/100

Ref Growth rates

Positives

Positive earnings growth (6.40% YoY)

Watchpoints

Negative revenue growth (-0.50%)
Lack of analyst coverage/targets

Past

85/100

Ref Historical trends

Positives

Strong 5Y (+66.6%) and 3Y (+64.3%) returns
Consistent 1Y growth (+16.9%)

Watchpoints

Recent 6-month decline (-3.4%)

Health

55/100

Ref Altman Z-Score, Piotroski F-Score

Positives

Piotroski F-Score of 5/9 indicates stability

Watchpoints

Very low current and quick ratios
Negative operating margin

Dividend

88/100

Ref Yield, Payout

Positives

High yield of 8.16%
Healthy payout ratio (61.68%)

Watchpoints

No 5-year average yield provided for stability check

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price

$14.59

Multi-Horizon Performance vs Peers

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

Updated 2026-04-24

Company	5Y	3Y	1Y	6M	1M	1W
ETY Eaton Vance Tax-Managed Diversified Equity Income Fund Primary	+66.6%	+64.3%	+16.9%	-3.4%	+6.6%	-0.6%
CLSK CleanSpark, Inc. Peer	-57.1%	+234.3%	+21.9%	-49.5%	-5.7%	+6.5%
NBTB NBT Bancorp Inc. Peer	+36.4%	+48.3%	+20.4%	+9.1%	+9.0%	+2.7%
BBT Beacon Financial Corporation Peer	+69.6%	+8.7%	+3.5%	+12.2%	+4.5%	+2.8%
BUSE First Busey Corporation Peer	+23.9%	+48.7%	+41.1%	+14.2%	+3.5%	+2.6%

ETY

Eaton Vance Tax-Managed Diversified Equity Income Fund

Primary

+66.6%

+64.3%

+16.9%

-3.4%

+6.6%

-0.6%

CLS

CleanSpark, Inc.

Peer

-57.1%

+234.3%

+21.9%

-49.5%

-5.7%

+6.5%

NBT

NBT Bancorp Inc.

Peer

+36.4%

+48.3%

+20.4%

+9.1%

+9.0%

+2.7%

BBT

Beacon Financial Corporation

Peer

+69.6%

+8.7%

+3.5%

+12.2%

+4.5%

+2.8%

BUS

First Busey Corporation

Peer

+23.9%

+48.7%

+41.1%

+14.2%

+3.5%

+2.6%

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

7.56

N/A

0.93

125.21

N/A

$2.32B

Profitability

Profit margins and return metrics

Profit Margin 1646.53%

Operating Margin -34.52%

Gross Margin 100.0%

ROE 12.63%

ROA -0.17%

Growth

Revenue and earnings growth rates

Revenue Growth -0.5%

Earnings Growth +6.4%

Q/Q Revenue Growth N/A

Q/Q Earnings Growth +7.6%

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity

N/A

Current Ratio

0.17

Weak

Quick Ratio

0.1

Poor

Cash/Share

$N/A

Financial Statement Flow

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

Total Assets

$2.5B

Liabilities

$0.0B

Equity

$2.5B

Debt/Equity

0.01x

Financial Services Sector Comparison

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

P/E Ratio

7.56

This Stock

38.21

Sector Avg

-80.2% (Discount)

Return on Equity (ROE)

12.63%

This Stock

-1.82%

Sector Avg

-793.7% (Below Avg)

Profit Margin

1646.53%

This Stock

75.74%

Sector Avg

+2073.9% (Superior)

Revenue Growth

-0.5%

This Stock

37.18%

Sector Avg

-101.3% (Slower)

Current Ratio

0.17

This Stock

3.32

Sector Avg

-95.0% (Weaker)

Similar Companies

Peer comparison within the same industry

Company	AI Rating	Market Cap	P/E	ROE	Profit Margin	Price
ETY Eaton Vance Tax-Managed...	BULLISH	$2.32B	7.56	12.6%	1646.5%	$14.59
CLSK CleanSpark, Inc.	BEARISH	$2.32B	-	-15.3%	-33.2%	$9.06	Compare
NBTB NBT Bancorp Inc.	BULLISH	$2.36B	13.57	9.9%	25.5%	$45.19	Compare
BBT Beacon Financial Corporation	BEARISH	$2.38B	134.57	0.5%	2.6%	$28.26	Compare
BUSE First Busey Corporation	BULLISH	$2.24B	17.64	7.0%	20.3%	$25.93	Compare

ETY Eaton Vance...

BULLISH

Mkt Cap

$2.3B

P/E

7.6

ROE

12.6%

Price

$14.59

CLSK CleanSpark, Inc.

Compare with ETY

NBTB NBT Bancorp Inc.

Compare with ETY

Compare with ETY

BUSE First Busey Corporation

Compare with ETY

SEC Filings

Recent regulatory filings from the SEC EDGAR database

8-K

TAX-MANAGED DIVERSIFIED EQUITY INCOME FUND (ETY)

2025-08-28

8-K

TAX-MANAGED DIVERSIFIED EQUITY INCOME FUND (ETY)

2025-08-14

8-K

EATON VANCE TAX-MANAGED DIVERSIFIED EQUITY INCOME FUND

2024-10-10

Data sourced from SEC EDGAR. AI summaries generated automatically.

Past News Coverage

Recent headlines mentioning ETY from our newsroom.

Newest → oldest

Back to All Stocks

TradingGPT V2 Copilot

Fundamentals • Valuation • Risk

Hi! I'm your fundamentals copilot.

Ask me to:
• Summarize the business quality
• Review valuation and multiples
• Highlight risks and red flags
• Explain growth and margin trends

ETY

ETY Eaton Vance Tax-Managed Diversified Equity 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

Wait — Don't Miss Out!