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EVT

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Eaton Vance Tax-Advantaged Dividend Income Fund · Financial Services · United States · $2.0B · Avg Vol: $3M/d

64
StockRank
Q
46
V
41
M
65
P/E (TTM)
10.7x
ROE
9.4%
D/E
0.2x
Dividend %
7.4%
AI CONVICTION THESIS

Eaton Vance Tax-Advantage Dividend Income Fund is a closed-end fund. It is a financial vehicle rather than an operating business with a competitive moat, making it entirely outside our investment mandate.

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)

Year20212022202320242025CAGR
Revenue-209.4M-32.1M495.2M187.4M-62.2%
EPS9.39-2.85-0.456.63-11.0%
Shares74.5M74.5M74.5M74.5M0.0%
Debt447.0M447.0M447.0M447.0M0.0%
Equity1.8B1.6B2.0B2.0B4.1%
Op CF117.5M136.3M141.5M147.3M7.8%
Inv CF
Fin CF-117.5M-136.2M-141.3M-147.2M
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PRICE (1Y)+1.5%
25.9526.2526.5626.8627.16May 7May 29Jun 18
SMA 50SMA 200
Close
$26.53
RSI (14)
44.5
52W High
$27.29
From 52W High
1.0%

SCORE BREAKDOWN

Quality
46
ROIC (ROA)
1.2%*44.4
ROE
9.4%45.0
GP/Assets
2.7%31.6
Op. Margin
67.4%85.9
FCF/Assets
0.8%35.3
Piotroski
44.5
Int. Cover
N/A
D/E Ratio
0.22x66.7
Current Ratio
0.92x22.5
Value
41
P/E (TTM)
10.7x65.8
EV/EBITDA
N/A
P/FCF
103.9x5.3
P/B
1.0x56.2
P/S
29.6x4.7
Div Yield
7.4%87.7
Momentum
65
52W High %
97%78.4
RS 6M
2%67.7
SMA 50/200
1.07x65.3
EPS Rev 4W
N/A
EPS Rev 12W
N/A
EPS Improve
N/A
Q Growth
100%85.4

FUNDAMENTALS

Market Cap
$2.0B
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)$2.0B64HOLD
ADXAdams Diversified Equity Fund, Inc.$3.1B64HOLD
UTFCohen & Steers Infrastructure Fund, Inc$3.0B63HOLD
CETCentral Securities Corporation$1.6B59HOLD
GBDCGolub Capital BDC, Inc.$3.4B63HOLD
PSECProspect Capital Corporation$1.2B62HOLD
BDJBlackRock Enhanced Equity Dividend Trust$1.6B74BUY
DNPDNP Select Income Fund Inc.$4.1B65BUY
GSBDGoldman Sachs BDC, Inc.$1.0B65BUY
WTWisdomTree, Inc.$2.8B74BUY

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

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

Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) has a MoatMap StockRank of 64/100 based on Quality (46/100), Value (41/100), and Momentum (65/100) factor scores. The current signal is HOLD. Eaton Vance Tax-Advantage Dividend Income Fund is a closed-end fund. It is a financial vehicle rather than an operating business with a competitive moat, making it entirely outside our investment mandate.

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$26.53
Market Cap$2.0B
P/E (TTM)10.69
Price/Book1.00
Return on Equity9.4%
Debt/Equity22.36
Gross Margin100.0%
Operating Margin67.4%
Revenue Growth-8.5%
Dividend Yield7.4%
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 64/100, with a Hold signal. It is a composite of Quality (46), Value (41), and Momentum (65) 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 46/100. 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 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 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).