Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
ETO
STRONG BUYREMOVEEaton Vance Tax-Advantaged Global Dividend Opportunities Fund · Financial Services · United States · $506M · Avg Vol: $1M/d
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)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|---|
| Revenue | — | -118M | 39M | 114M | 89M | 50.9% |
| EPS | 10.77 | -7.25 | 2.35 | 6.94 | — | -13.6% |
| Shares | — | 16M | 16M | 16M | 16M | 0.0% |
| Debt | — | 103M | 103M | 103M | 103M | 0.0% |
| Equity | — | 360M | 372M | 454M | 509M | 12.2% |
| Op CF | — | 25M | 27M | 32M | 34M | 10.5% |
| Inv CF | — | — | — | — | — | — |
| Fin CF | — | -25M | -27M | -31M | -34M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Financial Services, ranked by industry match, size, and score similarity. Cross-listings of ETO are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| ETO | Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund(you) | $506M | 85 | STRONG BUY |
| EMD | Western Asset Emerging Markets Debt Fund Inc. | $624M | 83 | STRONG BUY |
| GCMG | GCM Grosvenor Inc. | $650M | 91 | STRONG BUY |
| AVK | Advent Convertible and Income Fund | $577M | 76 | BUY |
| HIX | Western Asset High Income Fund II Inc. | $359M | 79 | BUY |
| CHW | Calamos Global Dynamic Income Fund | $578M | 73 | BUY |
| CHY | Calamos Convertible and High Income Fund | $1.1B | 87 | STRONG BUY |
| CHI | Calamos Convertible Opportunities and Income Fund | $1.0B | 88 | STRONG BUY |
| LIEN | Chicago Atlantic BDC, Inc. | $228M | 84 | STRONG BUY |
| TFG.AS | Tetragon Financial Group Limited | $1.2B | 84 | STRONG BUY |
Peer medians: ROE 10.8% · P/E 13.6x · Gross margin 0.0%