$29.41 -0.02 (-0.08%)
11/30/2009 10:07 AM

Eaton Vance Corp. (EV)

CAPS Rating: 2 out of 5

Principal business is creating, marketing and managing investment companies (open-end and closed-end 'funds') and providing investment management and counseling services to high-net-worth individuals and institutions.

Results 1 - 15 of 15

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Member Avatar GeekXInfinity (< 20) Submitted: 1/28/2009 1:02:59 PM : Outperform Start Price: $19.93 EV Score: +19.00

Mkt. Cap $2.332B. Recent Price: $20.14.
52wk Range $11.86 - $44.40
PEG 1.54

This one is pretty much by the numbers. RoE and RoA are both in strong positive territory with RoE at 83.386 and RoA at 23.496. Historically EV shows over 11% earnings growth over the past 5 years showing a history of paying attention.

Looking forward we see next quarter revenues estimated at $216.4M with sales growth estimated at 11.9% for the next year. EPS (ttm) is estimated at 1.572 with a Forward P/E of 13.53, and $293.7M in cash on hand and current dividend yield is a respectable 3.4%.

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Member Avatar Hugerat (30.83) Submitted: 6/15/2008 9:36:42 AM : Outperform Start Price: $41.40 EV Score: -12.58

Asset management is simply the finest business around, and a look at the 25-year charts of EV, TROW and others tells the whole story. Market returns plus increases in total savings have yielded a compound annual growth rate in assets at EV of 25% over the years, and the business is highly scalable. A reputation unsullied by trading scandals, a highly sticky core asset base, and good asset flows are a business that I would definitely want to invest in.

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Member Avatar evillate (< 20) Submitted: 6/7/2008 3:55:27 PM : Underperform Start Price: $40.18 EV Score: +9.97

Not impressed.

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Member Avatar powerball1 (< 20) Submitted: 4/24/2008 2:14:36 PM : Underperform Start Price: $34.04 EV Score: -4.73

using random selection

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Member Avatar storchiana (23.23) Submitted: 2/25/2008 5:24:19 PM : Outperform Start Price: $31.84 EV Score: +8.59

Amazing Company, great management, has been a wall street darling for years and will have a HUGE rebound after the current market madness passes.

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Member Avatar kurzzz (81.45) Submitted: 2/21/2008 1:01:08 PM : Outperform Start Price: $31.79 EV Score: +7.86

Undervalued and forecast ahead looks great

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Member Avatar mgilly (< 20) Submitted: 11/6/2007 5:06:47 PM : Outperform Start Price: $45.04 EV Score: -11.24

EV has a respectable mutual fund franchise and

is conservatively run. Company is in a highly

competitive business yet it has potential to

deliver annual earnings growth of 15% over an

extended period of time. Income is generated

on fees from assets under management. Assets

under management should grow 10% per year with

no effort from firm (3% population growth + 7%

avg. increase in equity mkts.). With a 'little' effort on the firm's part sales,

new product offerings (ETF's), private ac-counts, capturing a portion of the tansition away from pension to 401k plans, etc. they should be able to attain 5% growth in new

assets under management per year. Project that

out 5, 10, or 20 years and it's not to diffi-cult to see where EV will be and why it was the best performing stk.over the past 20 years.

Current portfolio is weighted 58% financials

including EV, MER, JPM, FITB, SAF, PGR among

others. Current position is 5800 sh.

Portfolio return over past seven years is 15%

per year v. nil for S&P 500.

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Member Avatar exporting (< 20) Submitted: 8/10/2007 9:05:46 PM : Outperform Start Price: $40.88 EV Score: -7.04

They care about their shareholders. When I was a novice investor, I emailed the website about buybacks...what did it mean for me? I only had 100 shares. within 3 hours I had a personal call from one of their analysts kindly explaining this to me!!! This is one stock I'll never sell!! And I had written that I was a very small investor. Now that's an A++++++ for ownership and community!

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Member Avatar TheGrandCanyon (< 20) Submitted: 8/1/2007 9:23:04 AM : Outperform Start Price: $39.85 EV Score: -5.89

One of the best performing stocks that is "under the radar"

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Member Avatar yankees11 (69.84) Submitted: 6/25/2007 7:50:50 PM : Outperform Start Price: $41.86 EV Score: -6.77

great stockpickers! run by a bunch of ex-navy men.

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Member Avatar Hakim99 (95.77) Submitted: 6/7/2007 3:34:05 PM : Outperform Start Price: $40.85 EV Score: -5.27

2% drop, great time to get in

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Member Avatar kamp2 (63.08) Submitted: 6/7/2007 1:56:21 PM : Outperform Start Price: $40.73 EV Score: -5.21

Great stock, buying the dip.

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Member Avatar giantjackrabbit (< 20) Submitted: 5/25/2007 9:50:04 PM : Outperform Start Price: $40.02 EV Score: -2.99

Management, philosophy of business, financial strength, experience.

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Member Avatar chaga269 (71.42) Submitted: 2/11/2007 1:17:06 PM : Outperform Start Price: $33.05 EV Score: +7.93

Nice upward trend

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Member Avatar kattayan (< 20) Submitted: 12/7/2006 6:00:14 PM : Outperform Start Price: $30.71 EV Score: +13.08

Good collection on its recent MF IPO.

Results 1 - 15 of 15

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