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EVT

Hold

Eaton Vance Tax-Advantaged Dividend Income Fund · Financial Services · United States · $2.2B · Avg Vol: $3M/d

63
StockRank
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Q
50
V
43
M
64
P/E (TTM)
4.5x
ROE
24.2%
D/E
0.2x
Dividend %
6.8%

COMPANY DESCRIPTION

EVT is a closed-end fund that seeks high current income and capital appreciation by investing in dividend-paying common and preferred stocks. The fund utilizes leverage and focuses on tax-advantaged distributions, targeting value-oriented sectors such as financial services and utilities. It is a premier vehicle for investors seeking leveraged, tax-efficient yield from high-quality corporate issuers.

FINANCIAL SUMMARY (USD)

Year20212022202320242025CAGRTTM
Revenue-209.4M-32.1M495.2M187.4M-62.2%63.0M
EPS9.39-2.85-0.456.632.50-28.2%6.39
Shares74.5M74.5M74.5M74.5M0.0%74.5M
Debt447.0M447.0M447.0M447.0M0.0%447.0M
Equity1.8B1.6B2.0B2.0B4.1%
Op CF117.5M136.3M141.5M147.3M7.8%147.6M
Inv CF
Fin CF-117.5M-136.2M-141.3M-147.2M
Loading 1Y...
PRICE (1Y)+6.2%
27.2727.8728.4629.0529.65Jul 20Aug 10Aug 28
SMA 50SMA 200

Close
$28.95
RSI (14)
51.2
52W High
$29.57
From 52W High
1.0%

SCORE BREAKDOWN

Quality
50
ROIC (ROA)
1.1%*38.1
ROE
24.2%88.9
GP/Assets
2.6%27.1
Op. Margin
62.4%80.9
FCF/Assets
0.8%34.6
Piotroski
445.1
Int. Cover
N/A
D/E Ratio
0.21x62.6
Current Ratio
1.75x53.9
Value
43
P/E (TTM)
4.5x93.5
EV/EBITDA
N/A
P/FCF
111.1x3.4
P/B
1.0x59.9
P/S
34.4x4.1
Div Yield
6.8%76.1
Momentum
64
52W High %
98%85.1
RS 6M
1%59.4
SMA 50/200
1.10x71.5
EPS Rev 4W
N/A
EPS Rev 12W
N/A
EPS Improve
N/A
Q Growth
N/A

FUNDAMENTALS

Market Cap
$2.2B
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 EVT are excluded.

TickerCompanyMkt CapStockRankSignal
EVTEaton Vance Tax-Advantaged Dividend Income Fund(you)$2.2B63Hold
GDVThe Gabelli Dividend & Income Trust$2.7B61Hold
GAMGeneral American Investors Company, Inc.$1.6B64Hold
RVTRoyce Small-Cap Trust, Inc.$2.3B57Hold
BCATBlackRock Capital Allocation Term Trust$1.7B66Buy
ECATBlackRock ESG Capital Allocation Term Trust$1.5B61Hold
UTFCohen & Steers Infrastructure Fund, Inc$3.1B60Hold
TSLXSixth Street Specialty Lending, Inc.$1.8B56Hold
ETVEaton Vance Tax-Managed Buy-Write Opportunities Fund$1.7B57Hold
EXGEaton Vance Tax-Managed Global Diversified Equity Income Fund$2.9B58Hold

Peer medians: ROE 9.7% · P/E 13.1x · Gross margin 100.0%

Eaton Vance Tax-Advantaged Dividend Income Fund (EVT): Stock Score Summary

Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) has a MoatMap StockRank of 63/100 based on Quality (50/100), Value (43/100), and Momentum (64/100) factor scores. The current signal is HOLD.

EVT is a closed-end fund that seeks high current income and capital appreciation by investing in dividend-paying common and preferred stocks. The fund utilizes leverage and focuses on tax-advantaged distributions, targeting value-oriented sectors such as financial services and utilities. It is a premier vehicle for investors seeking leveraged, tax-efficient yield from high-quality corporate issuers.

Key Financial Metrics

Price$28.95
Market Cap$2.2B
P/E (TTM)4.55
Price/Book1.02
Return on Equity24.2%
Debt/Equity0.21x
Gross Margin100.0%
Operating Margin62.4%
Revenue Growth-12.7%
Dividend Yield6.8%
Free Cash Flow$19M

Eaton Vance Tax-Advantaged 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 Dividend Income Fund’s (EVT) StockRank?
MoatMap’s StockRank for Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) is 63/100, with a Hold signal. It is a composite of Quality (50), Value (43), and Momentum (64) factor ranks across MoatMap’s 20,000+ stock universe.
Does Eaton Vance Tax-Advantaged Dividend Income Fund have an economic moat?
Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) has a Quality factor score of 50/100. 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 Dividend Income Fund a buy, hold, or sell?
MoatMap’s current signal for Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) is Hold, based on a StockRank of 63/100. 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 Dividend Income Fund in?
Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) operates in the Financial Services sector, specifically the Asset Management industry (United States).