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ETY

HOLD

Eaton Vance Tax-Managed Diversified Equity Income Fund · Financial Services · United States · $2.3B · Avg Vol: $4M/d

40
StockRank
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Q
34
V
51
M
48
P/E (TTM)
5.2x
ROE
18.8%
D/E
0.0x
Dividend %
8.3%
Dir. Trades · 180d
None →
Buybacks · 180d
None →

COMPANY DESCRIPTION

ETY is a closed-end fund that invests in a diversified portfolio of domestic large-cap common stocks and writes call options on the S&P 500 Index. The fund's primary objective is to provide current income and gains, utilizing a tax-managed strategy to optimize after-tax returns for shareholders. It is a prominent vehicle in the domestic buy-write space, leveraging Eaton Vance's institutional expertise in tax-efficient investing.

FINANCIAL SUMMARY (USD)

Year20212022202320242025CAGRTTM
Revenue—-292.6M200.8M684.2M307.0M23.7%—
EPS3.79-1.891.274.351.93-15.5%2.78
Shares—157.0M157.4M157.4M159.2M+1.4%—
Debt———————
Equity—1.8B1.8B2.3B2.5B11.8%—
Op CF———————
Inv CF———————
Fin CF———————
Loading 1Y...
PRICE (1Y)+3.7%
14.0514.2014.3614.5114.66Jun 26Jul 20Aug 7
SMA 50SMA 200

Close
$14.65
RSI (14)
63.4
52W High
$14.98
From 52W High
1.0%

SCORE BREAKDOWN

Quality
34
ROIC (ROA)
-0.2%*12.5
ROE
18.8%83.2
GP/Assets
0.7%5.4
Op. Margin
-43.8%3.4
FCF/Assets
—N/A
Piotroski
132.3
Int. Cover
—N/A
D/E Ratio
0.00x94.7
Current Ratio
0.49x17.2
Value
51
P/E (TTM)
5.2x91.0
EV/EBITDA
—N/A
P/FCF
—N/A
P/B
0.9x67.2
P/S
—N/A
Div Yield
8.3%85.0
Momentum
48
52W High %
98%80.3
RS 6M
-11%36.1
SMA 50/200
1.00x32.8
EPS Rev 4W
—N/A
EPS Rev 12W
—N/A
EPS Improve
—N/A
Q Growth
—N/A

FUNDAMENTALS

Market Cap
$2.3B
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 ETY are excluded.

TickerCompanyMkt CapStockRankSignal
ETYEaton Vance Tax-Managed Diversified Equity Income Fund(you)$2.3B40HOLD
NVGNuveen AMT-Free Municipal Credit Income Fund$2.7B40HOLD
KYNKayne Anderson Energy Infrastructure Fund, Inc.$2.5B42HOLD
NMZNuveen Municipal High Income Opportunity Fund$2.2B36HOLD
NACNuveen California Quality Municipal Income Fund$1.8B41HOLD
FSKFS KKR Capital Corp.$3.0B42HOLD
USALiberty All-Star Equity Fund$1.8B42HOLD
PTYPIMCO Corporate & Income Opportunity Fund$2.5B47HOLD
BTTBlackrock Municipal 2030 Target Term Trust$1.4B40HOLD
GABThe Gabelli Equity Trust Inc.$1.7B45HOLD

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

Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY): Stock Score Summary

Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) has a MoatMap StockRank of 40/100 based on Quality (34/100), Value (51/100), and Momentum (48/100) factor scores. The current signal is HOLD.

ETY is a closed-end fund that invests in a diversified portfolio of domestic large-cap common stocks and writes call options on the S&P 500 Index. The fund's primary objective is to provide current income and gains, utilizing a tax-managed strategy to optimize after-tax returns for shareholders. It is a prominent vehicle in the domestic buy-write space, leveraging Eaton Vance's institutional expertise in tax-efficient investing.

Key Financial Metrics

Price$14.65
Market Cap$2.3B
P/E (TTM)5.24
Price/Book0.94
Return on Equity18.8%
Debt/Equity0.00x
Gross Margin100.0%
Operating Margin-43.8%
Revenue Growth2.1%
Dividend Yield8.3%

Eaton Vance Tax-Managed Diversified Equity Income Fund operates in the Asset Management industry, part of the Financial Services sector (United States).

Frequently Asked Questions

What is Eaton Vance Tax-Managed Diversified Equity Income Fund’s (ETY) StockRank?
MoatMap’s StockRank for Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) is 40/100, with a Hold signal. It is a composite of Quality (34), Value (51), and Momentum (48) factor ranks across MoatMap’s 20,000+ stock universe.
Does Eaton Vance Tax-Managed Diversified Equity Income Fund have an economic moat?
Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) has a Quality factor score of 34/100. 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-Managed Diversified Equity Income Fund a buy, hold, or sell?
MoatMap’s current signal for Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) is Hold, based on a StockRank of 40/100. 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-Managed Diversified Equity Income Fund in?
Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) operates in the Financial Services sector, specifically the Asset Management industry (United States).
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