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EVV

SELL

Eaton Vance Limited Duration Income Fund · Financial Services · United States · $1.1B · Avg Vol: $4M/d

32
StockRank
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Q
53
V
39
M
31
P/E (TTM)
14.9x
ROE
5.1%
D/E
0.4x
Dividend %
9.4%

COMPANY DESCRIPTION

EVV is a closed-end fund designed to provide high current income by investing in a diversified portfolio of short-to-medium duration debt instruments. The fund manages interest rate risk by maintaining a limited average duration, allocating assets across senior loans, high-yield bonds, and mortgage-backed securities. It offers investors a flexible, multi-sector credit strategy optimized for changing interest rate environments.

FINANCIAL SUMMARY (USD)

Year20222023202420252026CAGRTTM
Revenue-56.7M142.4M101.8M87.6M-21.6%136.1M
EPS-0.07-0.591.050.710.61-23.6%0.62
Shares116.2M116.2M116.2M116.2M0.0%116.2M
Debt314.0M439.0M553.0M585.0M23.0%585.2M
Equity1.2B1.2B1.2B1.2B-1.2%
Op CF412.0M7.5M10.3M93.2M-39.1%93.2M
Inv CF
Fin CF-413.3M-3.8M-12.1M-83.8M
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PRICE (1Y)-1.8%
9.079.169.249.339.42Jun 12Jul 7Jul 27
SMA 50SMA 200
Close
$9.07
RSI (14)
24.2
52W High
$9.64
From 52W High
0.9%

SCORE BREAKDOWN

Quality
53
ROIC (ROA)
3.5%*66.5
ROE
5.1%26.5
GP/Assets
6.4%64.7
Op. Margin
87.0%92.3
FCF/Assets
1.6%52.9
Piotroski
444.0
Int. Cover
N/A
D/E Ratio
0.42x48.3
Current Ratio
0.12x7.4
Value
39
P/E (TTM)
14.9x40.7
EV/EBITDA
N/A
P/FCF
29.9x16.6
P/B
0.9x70.1
P/S
7.9x22.7
Div Yield
9.4%88.9
Momentum
31
52W High %
94%54.9
RS 6M
-12%23.9
SMA 50/200
0.99x28.5
EPS Rev 4W
N/A
EPS Rev 12W
N/A
EPS Improve
N/A
Q Growth
-86%1.5

FUNDAMENTALS

Market Cap
$1.1B
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 EVV are excluded.

TickerCompanyMkt CapStockRankSignal
EVVEaton Vance Limited Duration Income Fund(you)$1.1B32SELL
FPFFirst Trust Intermediate Duration Preferred & Income Fund$1.1B29SELL
RPCRidgepost Capital, Inc$927M31SELL
EOSEaton Vance Enhanced Equity Income Fund II$1.1B30SELL
BMEZBlackRock Health Sciences Term Trust$957M34SELL
EMOClearBridge Energy Midstream Opportunity Fund Inc$1.1B28SELL
PTACohen & Steers Tax-Advantaged Preferred Securities and Income Fund$1.0B28SELL
OXLCOxford Lane Capital Corp.$830M33SELL
BBNBlackRock Taxable Municipal Bond Trust$969M27SELL
EOIEaton Vance Enhanced Equity Income Fund$808M31SELL

Peer medians: ROE 9.5% · P/E 13.9x · Gross margin 100.0%

Eaton Vance Limited Duration Income Fund (EVV) — Stock Score Summary

Eaton Vance Limited Duration Income Fund (EVV) has a MoatMap StockRank of 32/100 based on Quality (53/100), Value (39/100), and Momentum (31/100) factor scores. The current signal is SELL.

EVV is a closed-end fund designed to provide high current income by investing in a diversified portfolio of short-to-medium duration debt instruments. The fund manages interest rate risk by maintaining a limited average duration, allocating assets across senior loans, high-yield bonds, and mortgage-backed securities. It offers investors a flexible, multi-sector credit strategy optimized for changing interest rate environments.

Key Financial Metrics

Price$9.07
Market Cap$1.1B
P/E (TTM)14.94
Price/Book0.91
Return on Equity5.1%
Debt/Equity0.42x
Gross Margin100.0%
Operating Margin87.0%
Revenue Growth-3.4%
Dividend Yield9.4%
Free Cash Flow$35M

Eaton Vance Limited Duration Income Fund operates in the Asset Management industry, part of the Financial Services sector (United States).

Frequently Asked Questions

What is Eaton Vance Limited Duration Income Fund’s (EVV) StockRank?
MoatMap’s StockRank for Eaton Vance Limited Duration Income Fund (EVV) is 32/100, with a Sell signal. It is a composite of Quality (53), Value (39), and Momentum (31) factor ranks across MoatMap’s 20,000+ stock universe.
Does Eaton Vance Limited Duration Income Fund have an economic moat?
Eaton Vance Limited Duration Income Fund (EVV) has a Quality factor score of 53/100. 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 Limited Duration Income Fund a buy, hold, or sell?
MoatMap’s current signal for Eaton Vance Limited Duration Income Fund (EVV) is Sell, based on a StockRank of 32/100. 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 Limited Duration Income Fund in?
Eaton Vance Limited Duration Income Fund (EVV) operates in the Financial Services sector, specifically the Asset Management industry (United States).