Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
EVT
HOLDREMOVEEaton Vance Tax-Advantaged Dividend Income Fund · Financial Services · United States · $2.0B · Avg Vol: $3M/d
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)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|---|
| Revenue | — | -209.4M | -32.1M | 495.2M | 187.4M | -62.2% |
| EPS | 9.39 | -2.85 | -0.45 | 6.63 | — | -11.0% |
| Shares | — | 74.5M | 74.5M | 74.5M | 74.5M | 0.0% |
| Debt | — | 447.0M | 447.0M | 447.0M | 447.0M | 0.0% |
| Equity | — | 1.8B | 1.6B | 2.0B | 2.0B | 4.1% |
| Op CF | — | 117.5M | 136.3M | 141.5M | 147.3M | 7.8% |
| Inv CF | — | — | — | — | — | — |
| Fin CF | — | -117.5M | -136.2M | -141.3M | -147.2M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Financial Services, ranked by industry match, size, and score similarity. Cross-listings of EVT are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| EVT | Eaton Vance Tax-Advantaged Dividend Income Fund(you) | $2.0B | 64 | HOLD |
| ADX | Adams Diversified Equity Fund, Inc. | $3.1B | 64 | HOLD |
| UTF | Cohen & Steers Infrastructure Fund, Inc | $3.0B | 63 | HOLD |
| CET | Central Securities Corporation | $1.6B | 59 | HOLD |
| GBDC | Golub Capital BDC, Inc. | $3.4B | 63 | HOLD |
| PSEC | Prospect Capital Corporation | $1.2B | 62 | HOLD |
| BDJ | BlackRock Enhanced Equity Dividend Trust | $1.6B | 74 | BUY |
| DNP | DNP Select Income Fund Inc. | $4.1B | 65 | BUY |
| GSBD | Goldman Sachs BDC, Inc. | $1.0B | 65 | BUY |
| WT | WisdomTree, Inc. | $2.8B | 74 | BUY |
Peer medians: ROE 10.8% · P/E 13.6x · Gross margin 0.0%