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EOI

STRONG SELLREMOVE

Eaton Vance Enhanced Equity Income Fund · Financial Services · United States · $822M · Avg Vol: $1M/d

18
StockRank
Q
17
V
48
M
43
P/E (TTM)
8.2x
ROE
—
D/E
—
Dividend %
8.3%
Director Trades · 180d
None in 180d →
Buybacks · 180d
None in 180d →
AI CONVICTION THESIS

Eaton Vance Enhanced Equity Income is a closed-end fund utilizing option-writing strategies. It is not an operating business, has no economic moat, and does not align with our concentrated, high-conviction equity mandate.

COMPANY DESCRIPTION

Eaton Vance Enhanced Equity Income Fund is a closed-end fund that seeks current income and capital appreciation by investing in a portfolio of large-cap common stocks. The fund employs an active covered-call writing strategy on a portion of the portfolio's individual stocks to generate consistent income and mitigate downside risk. It is an income-oriented, option-income closed-end fund.

FINANCIAL SUMMARY (USD)

Year2022202320242025CAGR
Revenue-101M112M239M98M-6.4%
EPS-2.512.775.902.41-6.8%
Shares40M40M40M41M+2.2%
Debt25M8M5M13M-19.3%
Equity576M639M818M863M14.4%
Op CF—————
Inv CF—————
Fin CF—————
Loading...
PRICE (1M)-1.8%
19.2319.4419.6519.8720.08May 7May 29Jun 18
SMA 50SMA 200
Close
$19.42
RSI (14)
37.5
52W High
$20.34
From 52W High
1.0%

SCORE BREAKDOWN

Quality
17
ROIC (ROA)
—N/A
ROE
—N/A
GP/Assets
0.7%5.5
Op. Margin
-56.3%3.2
FCF/Assets
—N/A
Piotroski
—20.6
Int. Cover
—N/A
D/E Ratio
—N/A
Current Ratio
0.15x6.8
Value
48
P/E (TTM)
8.2x77.9
EV/EBITDA
—N/A
P/FCF
—N/A
P/B
1.0x56.6
P/S
125.5x1.2
Div Yield
8.3%90.3
Momentum
43
52W High %
95%66.5
RS 6M
-9%45.5
SMA 50/200
1.00x36.6
EPS Rev 4W
—N/A
EPS Rev 12W
—N/A
EPS Improve
—N/A
Q Growth
—N/A

FUNDAMENTALS

Market Cap
$822M
P/E (Forward)
—
Gross Margin
100.0%

SECTOR PEERS

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

TickerCompanyMkt CapStockRankSignal
EOIEaton Vance Enhanced Equity Income Fund(you)$822M18STRONG SELL
ASGIAbrdn Global Infrastructure Income Fund$765M19STRONG SELL
NBPE.LNB Private Equity Partners Limited$805M16STRONG SELL
BCXBlackrock Resources & Commodities Strategy Trust$918M20STRONG SELL
BMEZBlackRock Health Sciences Term Trust$909M16STRONG SELL
BUIBlackRock Utilities, Infrastructure & Power Opportunities Trust$685M20SELL
BTZBlackRock Credit Allocation Income Trust$951M24SELL
TBLDThornburg Income Builder Opportunities Trust$722M26SELL
EMOClearBridge Energy Midstream Opportunity Fund Inc$1.0B12STRONG SELL
FPFFirst Trust Intermediate Duration Preferred & Income Fund$1.1B13STRONG SELL

Peer medians: ROE 10.8% · P/E 13.6x · Gross margin 0.0%

Eaton Vance Enhanced Equity Income Fund (EOI) — Stock Score Summary

Eaton Vance Enhanced Equity Income Fund (EOI) has a MoatMap StockRank of 18/100 based on Quality (17/100), Value (48/100), and Momentum (43/100) factor scores. The current signal is STRONG SELL. Eaton Vance Enhanced Equity Income is a closed-end fund utilizing option-writing strategies. It is not an operating business, has no economic moat, and does not align with our concentrated, high-conviction equity mandate.

Eaton Vance Enhanced Equity Income Fund is a closed-end fund that seeks current income and capital appreciation by investing in a portfolio of large-cap common stocks. The fund employs an active covered-call writing strategy on a portion of the portfolio's individual stocks to generate consistent income and mitigate downside risk. It is an income-oriented, option-income closed-end fund.

Key Financial Metrics

Price$19.42
Market Cap$822M
P/E (TTM)8.24
Price/Book0.99
Gross Margin100.0%
Operating Margin-56.3%
Revenue Growth-5.1%
Dividend Yield8.3%

Eaton Vance Enhanced Equity Income Fund operates in the Asset Management industry, part of the Financial Services sector (United States).

Frequently Asked Questions

What is Eaton Vance Enhanced Equity Income Fund’s (EOI) StockRank?
MoatMap’s StockRank for Eaton Vance Enhanced Equity Income Fund (EOI) is 18/100, with a Strong Sell signal. It is a composite of Quality (17), Value (48), and Momentum (43) factor ranks across MoatMap’s 20,000+ stock universe.
Does Eaton Vance Enhanced Equity Income Fund have an economic moat?
Eaton Vance Enhanced Equity Income Fund (EOI) has a Quality factor score of 17/100. 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 Enhanced Equity Income Fund a buy, hold, or sell?
MoatMap’s current signal for Eaton Vance Enhanced Equity Income Fund (EOI) is Strong Sell, based on a StockRank of 18/100. 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 Enhanced Equity Income Fund in?
Eaton Vance Enhanced Equity Income Fund (EOI) operates in the Financial Services sector, specifically the Asset Management industry (United States).
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