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ETO

STRONG BUYREMOVE

Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund · Financial Services · United States · $506M · Avg Vol: $1M/d

85
StockRank
Q
62
V
46
M
64
P/E (TTM)
5.7x
ROE
18.3%
D/E
0.2x
Dividend %
6.8%
AI CONVICTION THESIS

Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund is a closed-end fund, not an operating business. It does not fit the Terry Smith lens of a quality compounder with an un-copyable moat.

COMPANY DESCRIPTION

ETO is a closed-end management investment company that seeks high after-tax total return by investing in global dividend-paying common and preferred stocks. The fund utilizes a proprietary tax-advantaged strategy, including dividend capture and selective option writing, to maximize after-tax distributions. It is managed by Eaton Vance, a recognized leader in tax-managed equity strategies.

FINANCIAL SUMMARY (USD)

Year20212022202320242025CAGR
Revenue-118M39M114M89M50.9%
EPS10.77-7.252.356.94-13.6%
Shares16M16M16M16M0.0%
Debt103M103M103M103M0.0%
Equity360M372M454M509M12.2%
Op CF25M27M32M34M10.5%
Inv CF
Fin CF-25M-27M-31M-34M
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PRICE (1M)+1.3%
29.5929.9630.3230.6931.06May 7May 29Jun 18
SMA 50SMA 200
Close
$30.40
RSI (14)
45.0
52W High
$31.08
From 52W High
1.0%

SCORE BREAKDOWN

Quality
62
ROIC (ROA)
1.7%*55.4
ROE
18.3%81.2
GP/Assets
3.4%39.5
Op. Margin
70.6%87.0
FCF/Assets
0.9%36.3
Piotroski
68.0
Int. Cover
N/A
D/E Ratio
0.20x68.0
Current Ratio
3.02x68.1
Value
46
P/E (TTM)
5.7x89.2
EV/EBITDA
N/A
P/FCF
89.6x6.4
P/B
1.0x57.2
P/S
23.8x5.7
Div Yield
6.8%85.4
Momentum
64
52W High %
98%82.7
RS 6M
-1%62.5
SMA 50/200
1.06x61.2
EPS Rev 4W
N/A
EPS Rev 12W
N/A
EPS Improve
N/A
Q Growth
155%90.1

FUNDAMENTALS

Market Cap
$506M
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 ETO are excluded.

TickerCompanyMkt CapStockRankSignal
ETOEaton Vance Tax-Advantaged Global Dividend Opportunities Fund(you)$506M85STRONG BUY
EMDWestern Asset Emerging Markets Debt Fund Inc.$624M83STRONG BUY
GCMGGCM Grosvenor Inc.$650M91STRONG BUY
AVKAdvent Convertible and Income Fund$577M76BUY
HIXWestern Asset High Income Fund II Inc.$359M79BUY
CHWCalamos Global Dynamic Income Fund$578M73BUY
CHYCalamos Convertible and High Income Fund$1.1B87STRONG BUY
CHICalamos Convertible Opportunities and Income Fund$1.0B88STRONG BUY
LIENChicago Atlantic BDC, Inc.$228M84STRONG BUY
TFG.ASTetragon Financial Group Limited$1.2B84STRONG BUY

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

Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) — Stock Score Summary

Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) has a MoatMap StockRank of 85/100 based on Quality (62/100), Value (46/100), and Momentum (64/100) factor scores. The current signal is STRONG BUY. Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund is a closed-end fund, not an operating business. It does not fit the Terry Smith lens of a quality compounder with an un-copyable moat.

ETO is a closed-end management investment company that seeks high after-tax total return by investing in global dividend-paying common and preferred stocks. The fund utilizes a proprietary tax-advantaged strategy, including dividend capture and selective option writing, to maximize after-tax distributions. It is managed by Eaton Vance, a recognized leader in tax-managed equity strategies.

Key Financial Metrics

Price$30.40
Market Cap$506M
P/E (TTM)5.69
Price/Book0.99
Return on Equity18.3%
Debt/Equity20.25
Gross Margin100.0%
Operating Margin70.6%
Revenue Growth23.4%
Dividend Yield6.8%
Free Cash Flow$6M

Eaton Vance Tax-Advantaged Global Dividend Opportunities 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 Opportunities Fund’s (ETO) StockRank?
MoatMap’s StockRank for Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) is 85/100, with a Strong Buy signal. It is a composite of Quality (62), Value (46), and Momentum (64) factor ranks across MoatMap’s 20,000+ stock universe.
Does Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund have an economic moat?
Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) has a Quality factor score of 62/100. 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 Opportunities Fund a buy, hold, or sell?
MoatMap’s current signal for Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) is Strong Buy, based on a StockRank of 85/100. 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 Opportunities Fund in?
Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) operates in the Financial Services sector, specifically the Asset Management industry (United States).