Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
EVV
HoldFallen FavouriteEaton Vance Limited Duration Income Fund · Financial Services · United States · $1.1B · Avg Vol: $4M/d
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)
| Year | 2022 | 2023 | 2024 | 2025 | 2026 | CAGR | TTM |
|---|---|---|---|---|---|---|---|
| Revenue | — | -56.7M | 142.4M | 101.8M | 87.6M | -21.6% | 136.1M |
| EPS | -0.07 | -0.59 | 1.05 | 0.71 | 0.61 | -23.6% | 0.62 |
| Shares | — | 116.2M | 116.2M | 116.2M | 116.2M | 0.0% | — |
| Debt | — | 314.0M | 439.0M | 553.0M | 585.0M | 23.0% | 585.2M |
| Equity | — | 1.2B | 1.2B | 1.2B | 1.2B | -1.2% | — |
| Op CF | — | 412.0M | 7.5M | 10.3M | 93.2M | -39.1% | 93.2M |
| Inv CF | — | — | — | — | — | — | — |
| Fin CF | — | -413.3M | -3.8M | -12.1M | -83.8M | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Financial Services, ranked by industry match, size, and score similarity. Cross-listings of EVV are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| EVV | Eaton Vance Limited Duration Income Fund(you) | $1.1B | 37 | Hold |
| BTX | BlackRock Innovation and Growth Term Trust | $1.0B | 38 | Hold |
| RPC | Ridgepost Capital, Inc | $955M | 39 | Hold |
| NXP | Nuveen Select Tax-Free Income Portfolio | $900M | 38 | Hold |
| BMEZ | BlackRock Health Sciences Term Trust | $1.0B | 41 | Hold |
| EMO | ClearBridge Energy Midstream Opportunity Fund Inc | $1.1B | 42 | Hold |
| TYG | Tortoise Energy Infrastructure Corporation | $1.1B | 33 | Sell |
| FSCO | FS Credit Opportunities Corp. | $1.0B | 31 | Sell |
| MUC | BlackRock MuniHoldings California Quality Fund, Inc. | $1.0B | 31 | Sell |
| CHI | Calamos Convertible Opportunities and Income Fund | $1.0B | 44 | Hold |
Peer medians: ROE 9.5% · P/E 13.1x · Gross margin 100.0%