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Eaton Vance Tax-Advantaged Global Dividend Income Fund · Financial Services · United States · $1.8B · Avg Vol: $3M/d

88
StockRank
Q
66
V
47
M
64
P/E (TTM)
5.4x
ROE
19.5%
D/E
0.2x
Dividend %
6.7%
AI CONVICTION THESIS

Eaton Vance Tax-Advantaged Global Dividend Income Fund is a closed-end fund. We only invest in individual, high-conviction operating businesses, not diversified financial vehicles.

COMPANY DESCRIPTION

Eaton Vance Tax-Advantaged Global Dividend Income Fund is a closed-end fund that seeks high current income and capital appreciation by investing in dividend-paying common and preferred stocks globally. The fund employs tax-advantaged strategies, including investing in qualified dividends, to maximize after-tax returns for individual investors. It is a globally diversified, tax-advantaged income closed-end fund.

FINANCIAL SUMMARY (USD)

Year20212022202320242025CAGR
Revenue-383.5M153.4M392.8M326.5M45.9%
EPS7.76-5.041.995.13-12.9%
Shares76.5M76.5M76.3M76.3M-0.2%
Debt370.0M370.0M370.0M370.0M0.0%
Equity1.2B1.3B1.6B1.8B13.1%
Op CF116.9M91.9M110.3M118.1M0.3%
Inv CF
Fin CF-116.8M-91.8M-110.0M-118.4M
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PRICE (1Y)+2.2%
22.4522.7022.9523.1923.44May 7May 29Jun 18
SMA 50SMA 200
Close
$23.06
RSI (14)
47.5
52W High
$23.38
From 52W High
1.0%

SCORE BREAKDOWN

Quality
66
ROIC (ROA)
2.1%*60.9
ROE
19.5%83.8
GP/Assets
4.1%48.8
Op. Margin
76.1%89.4
FCF/Assets
1.2%39.1
Piotroski
68.0
Int. Cover
N/A
D/E Ratio
0.21x67.6
Current Ratio
4.74x76.4
Value
47
P/E (TTM)
5.4x90.4
EV/EBITDA
N/A
P/FCF
69.2x8.6
P/B
1.0x56.4
P/S
20.0x6.6
Div Yield
6.7%85.1
Momentum
64
52W High %
99%88.2
RS 6M
-3%59.1
SMA 50/200
1.04x53.8
EPS Rev 4W
N/A
EPS Rev 12W
N/A
EPS Improve
N/A
Q Growth
164%90.5

FUNDAMENTALS

Market Cap
$1.8B
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 ETG are excluded.

TickerCompanyMkt CapStockRankSignal
ETGEaton Vance Tax-Advantaged Global Dividend Income Fund(you)$1.8B88STRONG BUY
CSWCCapital Southwest Corporation$1.4B91STRONG BUY
TFG.LTetragon Financial Group Limited$1.4B84STRONG BUY
CHICalamos Convertible Opportunities and Income Fund$1.0B88STRONG BUY
CHYCalamos Convertible and High Income Fund$1.1B87STRONG BUY
GQG.AXGQG Partners Inc.$3.1B90STRONG BUY
BDJBlackRock Enhanced Equity Dividend Trust$1.6B74BUY
AAMIAcadian Asset Management Inc.$2.6B76BUY
APAMArtisan Partners Asset Management Inc.$2.6B76BUY
CSQCalamos Strategic Total Return Fund$3.3B79BUY

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

Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) — Stock Score Summary

Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) has a MoatMap StockRank of 88/100 based on Quality (66/100), Value (47/100), and Momentum (64/100) factor scores. The current signal is STRONG BUY. Eaton Vance Tax-Advantaged Global Dividend Income Fund is a closed-end fund. We only invest in individual, high-conviction operating businesses, not diversified financial vehicles.

Eaton Vance Tax-Advantaged Global Dividend Income Fund is a closed-end fund that seeks high current income and capital appreciation by investing in dividend-paying common and preferred stocks globally. The fund employs tax-advantaged strategies, including investing in qualified dividends, to maximize after-tax returns for individual investors. It is a globally diversified, tax-advantaged income closed-end fund.

Key Financial Metrics

Price$23.06
Market Cap$1.8B
P/E (TTM)5.42
Price/Book0.99
Return on Equity19.5%
Debt/Equity20.87
Gross Margin100.0%
Operating Margin76.1%
Revenue Growth44.2%
Dividend Yield6.7%
Free Cash Flow$26M

Eaton Vance Tax-Advantaged Global Dividend Income Fund operates in the Asset Management industry, part of the Financial Services sector (United States).

Frequently Asked Questions

What is Eaton Vance Tax-Advantaged Global Dividend Income Fund’s (ETG) StockRank?
MoatMap’s StockRank for Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) is 88/100, with a Strong Buy signal. It is a composite of Quality (66), Value (47), and Momentum (64) factor ranks across MoatMap’s 20,000+ stock universe.
Does Eaton Vance Tax-Advantaged Global Dividend Income Fund have an economic moat?
Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) has a Quality factor score of 66/100. 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 Tax-Advantaged Global Dividend Income Fund a buy, hold, or sell?
MoatMap’s current signal for Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) is Strong Buy, based on a StockRank of 88/100. 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 Tax-Advantaged Global Dividend Income Fund in?
Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) operates in the Financial Services sector, specifically the Asset Management industry (United States).