What is Eaton Vance Senior Floating-Rate Trust's (EFR) StockRank?

MoatMap's StockRank for Eaton Vance Senior Floating-Rate Trust (EFR) is 35/100, with a Hold signal. This is a composite score combining Quality (54), Value (35), and Momentum (38) factor ranks across MoatMap's universe of 25,000+ stocks.

Does Eaton Vance Senior Floating-Rate Trust have an economic moat?

Eaton Vance Senior Floating-Rate Trust (EFR) has a Quality factor score of 54/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage: the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the financial characteristics of a moated business.

Is Eaton Vance Senior Floating-Rate Trust a buy, hold, or sell?

MoatMap's current signal for Eaton Vance Senior Floating-Rate Trust (EFR) is Hold, based on a StockRank of 35/100. Signals are derived mechanically from the StockRank composite and should be one input among many; combine with your own thesis on management, competitive position, and valuation.

What sector is Eaton Vance Senior Floating-Rate Trust in?

Eaton Vance Senior Floating-Rate Trust (EFR) operates in the Financial Services sector, specifically the Asset Management industry (United States).

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EFR

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Eaton Vance Senior Floating-Rate Trust · Financial Services · United States · $312M · Avg Vol: $1M/d

StockRank

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P/E (TTM)

20.5x

ROE

3.5%

D/E

0.2x

Dividend %

8.6%

COMPANY DESCRIPTION

Eaton Vance Senior Floating-Rate Trust is a closed-end management investment company primarily focused on investing in senior floating-rate loans. The fund aims to provide high current income while mitigating interest rate risk through its adjustable-rate debt holdings. Managed by a unit of Morgan Stanley Investment Management, it offers specialized exposure to a market segment typically dominated by institutional investors.

FINANCIAL SUMMARY (USD)

Year	2021	2022	2023	2024	2025	CAGR	TTM
Revenue	—	-28.7M	55.7M	52.3M	23.3M	-35.2%	42.9M
EPS	1.63	-1.02	1.69	1.55	0.58	-22.7%	0.51
Shares	—	29.2M	29.2M	29.3M	29.5M	+1.2%	29.5M
Debt	—	133.0M	110.0M	133.0M	110.0M	-6.1%	82.0M
Equity	—	434.3M	448.4M	454.6M	441.7M	0.6%	—
Op CF	—	-5.2M	61.0M	27.9M	56.6M	-3.7%	88.7M
Inv CF	—	—	—	—	—	—	—
Fin CF	—	-2.2M	-63.9M	-22.6M	-58.5M	—	—

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PRICE (1Y)-1.4%

SMA 50SMA 200

$10.42

RSI (14)

16.7

52W High

$10.87

From 52W High

1.0%

SCORE BREAKDOWN

Quality

ROIC (ROA)

3.7%*68.4

ROE

3.5%20.9

GP/Assets

7.5%67.6

Op. Margin

76.2%86.6

FCF/Assets

1.3%47.1

Piotroski

446.2

Int. Cover

—N/A

D/E Ratio

0.19x63.4

Current Ratio

0.22x11.1

Value

P/E (TTM)

20.5x23.3

EV/EBITDA

—N/A

P/FCF

42.4x11.5

P/B

0.9x73.4

P/S

7.2x23.0

Div Yield

8.6%86.0

Momentum

52W High %

96%78.5

RS 6M

-11%28.7

SMA 50/200

1.01x40.7

EPS Rev 4W

0.0%27.7

EPS Rev 12W

0.0%38.4

EPS Improve

-80%2.2

Q Growth

—N/A

FUNDAMENTALS

Market Cap

$312M

P/E (Forward)

104.7x

Gross Margin

100.0%

SECTOR PEERS

Closest peers in Financial Services, ranked by industry match, size, and score similarity. Cross-listings of EFR are excluded.

Ticker	Company	Mkt Cap	StockRank	Signal
EFR	Eaton Vance Senior Floating-Rate Trust(you)	$312M	35	Hold
NCA	Nuveen California Municipal Value Fund	$299M	35	Hold
AFB	AllianceBernstein National Municipal Income Fund, Inc.	$312M	34	Sell
RFI	Cohen & Steers Total Return Realty Fund, Inc.	$313M	37	Hold
DSM	BNY Mellon Strategic Municipal Bond Fund, Inc.	$288M	34	Sell
JRI	Nuveen Real Asset Income and Growth Fund	$339M	36	Hold
MIN	Aberdeen Intermediate Income Fund	$273M	36	Hold
KTF	DWS Municipal Income Trust	$345M	34	Sell
SRV	NXG Cushing Midstream Energy Fund	$284M	34	Sell
OIA	Invesco Municipal Income Opportunities Trust	$290M	37	Hold

Peer medians: ROE 9.5% · P/E 13.1x · Gross margin 100.0%

Eaton Vance Senior Floating-Rate Trust (EFR): Stock Score Summary

Eaton Vance Senior Floating-Rate Trust (EFR) has a MoatMap StockRank of 35/100 based on Quality (54/100), Value (35/100), and Momentum (38/100) factor scores. The current signal is HOLD.

Key Financial Metrics

Price	$10.42
Market Cap	$312M
P/E (TTM)	20.53
P/E (Forward)	104.70
Price/Book	0.88
Return on Equity	3.5%
Debt/Equity	0.19x
Gross Margin	100.0%
Operating Margin	76.2%
Revenue Growth	-21.4%
Dividend Yield	8.6%
Free Cash Flow	$7M

Eaton Vance Senior Floating-Rate Trust operates in the Asset Management industry, part of the Financial Services sector (United States).

Frequently Asked Questions

What is Eaton Vance Senior Floating-Rate Trust’s (EFR) StockRank?: MoatMap’s StockRank for Eaton Vance Senior Floating-Rate Trust (EFR) is 35/100, with a Hold signal. It is a composite of Quality (54), Value (35), and Momentum (38) factor ranks across MoatMap’s universe of 25,000+ stocks.
Does Eaton Vance Senior Floating-Rate Trust have an economic moat?: Eaton Vance Senior Floating-Rate Trust (EFR) has a Quality factor score of 54/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage: the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is Eaton Vance Senior Floating-Rate Trust a buy, hold, or sell?: MoatMap’s current signal for Eaton Vance Senior Floating-Rate Trust (EFR) is Hold, based on a StockRank of 35/100. Signals are derived mechanically from the StockRank composite and should be one input among many; combine with your own thesis on management, competitive position, and valuation.
What sector is Eaton Vance Senior Floating-Rate Trust in?: Eaton Vance Senior Floating-Rate Trust (EFR) operates in the Financial Services sector, specifically the Asset Management industry (United States).