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ETO

HOLD

Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund · Financial Services · United States · $492M · Avg Vol: $1M/d

64
StockRank
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Q
59
V
45
M
54
P/E (TTM)
3.6x
ROE
28.3%
D/E
0.2x
Dividend %
6.9%
Dir. Trades · 180d
None →
Buybacks · 180d
None →

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)

Year20212022202320242025CAGRTTM
Revenue—-117.7M39.0M114.3M88.8M50.9%24.9M
EPS10.77-7.252.356.945.38-15.9%8.41
Shares—16.4M16.4M16.4M16.4M0.0%16.4M
Debt—103.0M103.0M103.0M103.0M0.0%103.0M
Equity—360.4M371.8M454.4M508.6M12.2%—
Op CF—25.0M27.0M31.5M33.8M10.5%32.1M
Inv CF———————
Fin CF—-25.0M-27.0M-31.1M-34.1M——
Loading 1Y...
PRICE (1Y)+1.7%
29.8530.1630.4830.7931.10Jun 18Jul 13Jul 31
SMA 50SMA 200
Close
$30.91
RSI (14)
55.6
52W High
$31.01
From 52W High
1.0%

SCORE BREAKDOWN

Quality
59
ROIC (ROA)
2.0%*56.5
ROE
28.3%92.6
GP/Assets
4.1%47.7
Op. Margin
81.2%89.2
FCF/Assets
0.9%37.2
Piotroski
444.0
Int. Cover
—N/A
D/E Ratio
0.19x63.8
Current Ratio
4.07x75.7
Value
45
P/E (TTM)
3.6x96.4
EV/EBITDA
—N/A
P/FCF
87.1x4.8
P/B
0.9x68.5
P/S
20.0x8.5
Div Yield
6.9%77.1
Momentum
54
52W High %
100%71.8
RS 6M
-2%46.7
SMA 50/200
1.06x62.0
EPS Rev 4W
—N/A
EPS Rev 12W
—N/A
EPS Improve
—N/A
Q Growth
—N/A

FUNDAMENTALS

Market Cap
$492M
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)$492M64HOLD
HPSJohn Hancock Preferred Income Fund III$458M63HOLD
IQIInvesco Quality Municipal Income Trust$526M62HOLD
NPFDNuveen Variable Rate Preferred & Income Fund$441M61HOLD
VKQInvesco Municipal Trust$536M60HOLD
HPIJohn Hancock Preferred Income Fund$428M61HOLD
VMOInvesco Municipal Opportunity Trust$647M65HOLD
FFAFirst Trust Enhanced Equity Income Fund$447M69BUY
EADWells Fargo Advantage Funds - Allspring Income Opportunities Fund$372M66BUY
HPFJohn Hancock Preferred Income Fund II$341M64HOLD

Peer medians: ROE 9.4% · P/E 13.9x · Gross margin 100.0%

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 64/100 based on Quality (59/100), Value (45/100), and Momentum (54/100) factor scores. The current signal is HOLD.

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$30.91
Market Cap$492M
P/E (TTM)3.61
Price/Book0.92
Return on Equity28.3%
Debt/Equity0.19x
Gross Margin100.0%
Operating Margin81.2%
Revenue Growth31.4%
Dividend Yield6.9%
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 64/100, with a Hold signal. It is a composite of Quality (59), Value (45), and Momentum (54) 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 59/100. 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 Hold, based on a StockRank of 64/100. 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).
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