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EOS

HOLD

Eaton Vance Enhanced Equity Income Fund II · Financial Services · United States · $1.1B · Avg Vol: $3M/d

38
StockRank
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Q
30
V
48
M
52
P/E (TTM)
7.3x
ROE
12.5%
D/E
0.0x
Dividend %
8.6%

COMPANY DESCRIPTION

Eaton Vance Enhanced Equity Income Fund II is a closed-end management investment company seeking a high level of current income and gains, with a secondary objective of capital appreciation. The fund invests primarily in a diversified portfolio of common stocks and writes call options on a substantial portion of its portfolio to generate enhanced income. It offers investors a unique approach to equity income through its options-overlay strategy, managed by Eaton Vance, a prominent asset manager.

FINANCIAL SUMMARY (USD)

Year20212022202320242025CAGRTTM
Revenue-326.8M280.4M278.4M159.2M-24.6%
EPS3.89-6.375.345.312.97-6.5%2.98
Shares52.1M52.3M52.4M53.3M+2.4%53.3M
Debt
Equity820.1M1.0B1.2B1.3B16.7%
Op CF
Inv CF
Fin CF
Loading 1Y...
PRICE (1Y)+3.0%
20.7321.1121.4921.8722.25Jun 26Jul 20Aug 7
SMA 50SMA 200

Close
$22.05
RSI (14)
56.4
52W High
$22.84
From 52W High
1.0%

SCORE BREAKDOWN

Quality
30
ROIC (ROA)
-0.3%*11.3
ROE
12.5%65.1
GP/Assets
0.5%4.1
Op. Margin
-120.4%2.3
FCF/Assets
N/A
Piotroski
132.3
Int. Cover
N/A
D/E Ratio
0.00x94.7
Current Ratio
0.02x1.8
Value
48
P/E (TTM)
7.3x82.5
EV/EBITDA
N/A
P/FCF
N/A
P/B
0.9x74.4
P/S
178.5x0.9
Div Yield
8.6%86.2
Momentum
52
52W High %
97%68.3
RS 6M
-9%44.3
SMA 50/200
1.01x40.7
EPS Rev 4W
N/A
EPS Rev 12W
N/A
EPS Improve
N/A
Q Growth
14%48.0

FUNDAMENTALS

Market Cap
$1.1B
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 EOS are excluded.

TickerCompanyMkt CapStockRankSignal
EOSEaton Vance Enhanced Equity Income Fund II(you)$1.1B38HOLD
EVVEaton Vance Limited Duration Income Fund$1.1B35HOLD
BCXBlackrock Resources & Commodities Strategy Trust$899M38HOLD
MUCBlackRock MuniHoldings California Quality Fund, Inc.$1.0B36HOLD
RNPCohen & Steers REIT and Preferred Income Fund, Inc.$991M36HOLD
BTTBlackrock Municipal 2030 Target Term Trust$1.4B40HOLD
AWFAllianceBernstein Global High Income Fund$867M40HOLD
BMEZBlackRock Health Sciences Term Trust$957M42HOLD
EMOClearBridge Energy Midstream Opportunity Fund Inc$1.1B33SELL
EOIEaton Vance Enhanced Equity Income Fund$808M37HOLD

Peer medians: ROE 9.6% · P/E 13.5x · Gross margin 100.0%

Eaton Vance Enhanced Equity Income Fund II (EOS): Stock Score Summary

Eaton Vance Enhanced Equity Income Fund II (EOS) has a MoatMap StockRank of 38/100 based on Quality (30/100), Value (48/100), and Momentum (52/100) factor scores. The current signal is HOLD.

Eaton Vance Enhanced Equity Income Fund II is a closed-end management investment company seeking a high level of current income and gains, with a secondary objective of capital appreciation. The fund invests primarily in a diversified portfolio of common stocks and writes call options on a substantial portion of its portfolio to generate enhanced income. It offers investors a unique approach to equity income through its options-overlay strategy, managed by Eaton Vance, a prominent asset manager.

Key Financial Metrics

Price$22.05
Market Cap$1.1B
P/E (TTM)7.26
Price/Book0.88
Return on Equity12.5%
Debt/Equity0.00x
Gross Margin100.0%
Operating Margin-120.4%
Revenue Growth-0.3%
Dividend Yield8.6%

Eaton Vance Enhanced Equity Income Fund II 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 II’s (EOS) StockRank?
MoatMap’s StockRank for Eaton Vance Enhanced Equity Income Fund II (EOS) is 38/100, with a Hold signal. It is a composite of Quality (30), Value (48), and Momentum (52) factor ranks across MoatMap’s 20,000+ stock universe.
Does Eaton Vance Enhanced Equity Income Fund II have an economic moat?
Eaton Vance Enhanced Equity Income Fund II (EOS) has a Quality factor score of 30/100. 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 II a buy, hold, or sell?
MoatMap’s current signal for Eaton Vance Enhanced Equity Income Fund II (EOS) is Hold, based on a StockRank of 38/100. 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 II in?
Eaton Vance Enhanced Equity Income Fund II (EOS) operates in the Financial Services sector, specifically the Asset Management industry (United States).