Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
EVT
HoldEaton Vance Tax-Advantaged Dividend Income Fund · Financial Services · United States · $2.2B · Avg Vol: $3M/d
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 | TTM |
|---|---|---|---|---|---|---|---|
| Revenue | — | -209.4M | -32.1M | 495.2M | 187.4M | -62.2% | 63.0M |
| EPS | 9.39 | -2.85 | -0.45 | 6.63 | 2.50 | -28.2% | 6.39 |
| Shares | — | 74.5M | 74.5M | 74.5M | 74.5M | 0.0% | 74.5M |
| Debt | — | 447.0M | 447.0M | 447.0M | 447.0M | 0.0% | 447.0M |
| Equity | — | 1.8B | 1.6B | 2.0B | 2.0B | 4.1% | — |
| Op CF | — | 117.5M | 136.3M | 141.5M | 147.3M | 7.8% | 147.6M |
| 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) | $2.2B | 63 | Hold |
| GDV | The Gabelli Dividend & Income Trust | $2.7B | 61 | Hold |
| GAM | General American Investors Company, Inc. | $1.6B | 64 | Hold |
| RVT | Royce Small-Cap Trust, Inc. | $2.3B | 57 | Hold |
| BCAT | BlackRock Capital Allocation Term Trust | $1.7B | 66 | Buy |
| ECAT | BlackRock ESG Capital Allocation Term Trust | $1.5B | 61 | Hold |
| UTF | Cohen & Steers Infrastructure Fund, Inc | $3.1B | 60 | Hold |
| TSLX | Sixth Street Specialty Lending, Inc. | $1.8B | 56 | Hold |
| ETV | Eaton Vance Tax-Managed Buy-Write Opportunities Fund | $1.7B | 57 | Hold |
| EXG | Eaton Vance Tax-Managed Global Diversified Equity Income Fund | $2.9B | 58 | Hold |
Peer medians: ROE 9.7% · P/E 13.1x · Gross margin 100.0%