EXG
NEUTRALAt 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 6.77 and Intrinsic Value $9.59
- P/E significantly lower than sector average
- Price below intrinsic value
- Lack of Graham Number for defensive baseline
Ref Growth metrics N/A and Technical Trend 0/100
- Consistent income stream
- No provided growth metrics
- Bearish technical trend
Ref 5Y Change +51.8%
- Strong 1Y, 3Y, and 5Y returns
- Recent 1W slight decline
Ref Piotroski F-Score 1/9
- Piotroski F-Score of 1/9 is extremely weak
Ref Yield 8.50%, Payout 57.55%
- High yield
- Manageable payout ratio
Stock Price & Analyst Targets
Real-time price movements and analyst price targets
Multi-Horizon Performance vs Peers
Price momentum across 5Y → 1W horizons for EXG and closest competitors.
| Company | 5Y | 3Y | 1Y | 6M | 1M | 1W |
|---|---|---|---|---|---|---|
|
EXG
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
Primary
|
+51.8% | +58.8% | +28.9% | +5.4% | +7.3% | -0.4% |
|
BANC
Banc of California, Inc.
Peer
|
+17.6% | +67.1% | +41.2% | +10.3% | +6.9% | -1.0% |
|
ADX
Adams Diversified Equity Fund, Inc.
Peer
|
+91.8% | +107.2% | +21.8% | +11.2% | +1.7% | +2.5% |
|
DBRG
DigitalBridge Group, Inc.
Peer
|
-42.8% | +34.4% | +86.3% | +25.4% | +1.4% | +0.1% |
|
BOH
Bank of Hawaii Corporation
Peer
|
+7.4% | +9.8% | +3.7% | +10.1% | +0.7% | -0.6% |
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
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 | |
|---|---|---|---|---|---|---|---|
|
EXG
Eaton Vance Tax-Managed...
|
NEUTRAL | $2.84B | 6.77 | -% | -% | $9.28 | |
|
BANC
Banc of California, Inc.
|
BULLISH | $2.84B | 15.72 | 6.5% | 21.8% | $18.39 | Compare |
|
ADX
Adams Diversified Equity Fund, Inc.
|
BEARISH | $2.85B | 7.72 | 12.2% | 981.2% | $23.69 | Compare |
|
DBRG
DigitalBridge Group, Inc.
|
BEARISH | $2.85B | 32.5 | -0.9% | 151.0% | $15.6 | Compare |
|
BOH
Bank of Hawaii Corporation
|
NEUTRAL | $2.82B | 18.06 | 10.7% | 27.2% | $70.8 | Compare |
SEC Filings
Recent regulatory filings from the SEC EDGAR database
Past News Coverage
Recent headlines mentioning EXG from our newsroom.