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EXG

Hold

Eaton Vance Tax-Managed Global Diversified Equity Income Fund · Financial Services · United States · $2.9B · Avg Vol: $4M/d

58
StockRank
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Q
41
V
50
M
61
P/E (TTM)
4.5x
ROE
14.0%
D/E
—
Dividend %
8.0%
Dir. Trades · 180d
None →
Buybacks · 180d
None →

COMPANY DESCRIPTION

Eaton Vance Tax-Managed Global Diversified Equity Income Fund is a closed-end fund aiming to provide a high level of current income and gains, with a secondary objective of capital appreciation, while also managing for tax efficiency. It invests in a diversified portfolio of global equity securities and uses options strategies to generate income. The fund distinguishes itself with an active tax-managed approach to global equity investing.

FINANCIAL SUMMARY (USD)

Year20212022202320242025CAGRTTM
Revenue—-523.2M262.6M594.6M420.3M26.5%420.3M
EPS3.03-1.720.851.941.37-18.0%2.23
Shares—306.3M306.3M305.9M305.9M-0.1%—
Debt———————
Equity—2.4B2.5B2.8B3.0B7.7%—
Op CF———————
Inv CF———————
Fin CF———————
Loading 1Y...
PRICE (1Y)+4.3%
9.509.659.809.9610.11Jul 20Aug 10Aug 28
SMA 50SMA 200

Close
$10.04
RSI (14)
56.0
52W High
$10.09
From 52W High
1.0%

SCORE BREAKDOWN

Quality
41
ROIC (ROA)
13.8%*89.3
ROE
14.0%70.3
GP/Assets
—N/A
Op. Margin
0.0%15.3
FCF/Assets
—N/A
Piotroski
1N/A
Int. Cover
—N/A
D/E Ratio
—N/A
Current Ratio
—N/A
Value
50
P/E (TTM)
4.5x93.8
EV/EBITDA
n/mN/A
P/FCF
n/mN/A
P/B
—N/A
P/S
—N/A
Div Yield
8.0%83.2
Momentum
61
52W High %
99%95.0
RS 6M
-4%47.4
SMA 50/200
1.06x59.7
EPS Rev 4W
—N/A
EPS Rev 12W
—N/A
EPS Improve
—N/A
Q Growth
—N/A

FUNDAMENTALS

Market Cap
$2.9B
P/E (Forward)
—
Gross Margin
—

SECTOR PEERS

Closest peers in Financial Services, ranked by industry match, size, and score similarity. Cross-listings of EXG are excluded.

TickerCompanyMkt CapStockRankSignal
EXGEaton Vance Tax-Managed Global Diversified Equity Income Fund(you)$2.9B58Hold
UTFCohen & Steers Infrastructure Fund, Inc$3.1B60Hold
GBDCGolub Capital BDC, Inc.$3.4B57Hold
GDVThe Gabelli Dividend & Income Trust$2.6B61Hold
CSQCalamos Strategic Total Return Fund$3.4B61Hold
RVTRoyce Small-Cap Trust, Inc.$2.3B57Hold
DBRGDigitalBridge Group, Inc.$3.0B53Hold
CNSCohen & Steers, Inc.$4.3B61Hold
EVTEaton Vance Tax-Advantaged Dividend Income Fund$2.2B63Hold
ETVEaton Vance Tax-Managed Buy-Write Opportunities Fund$1.8B57Hold

Peer medians: ROE 9.7% · P/E 13.1x · Gross margin 100.0%

Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG): Stock Score Summary

Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) has a MoatMap StockRank of 58/100 based on Quality (41/100), Value (50/100), and Momentum (61/100) factor scores. The current signal is HOLD.

Eaton Vance Tax-Managed Global Diversified Equity Income Fund is a closed-end fund aiming to provide a high level of current income and gains, with a secondary objective of capital appreciation, while also managing for tax efficiency. It invests in a diversified portfolio of global equity securities and uses options strategies to generate income. The fund distinguishes itself with an active tax-managed approach to global equity investing.

Key Financial Metrics

Price$10.04
Market Cap$2.9B
P/E (TTM)4.46
Return on Equity14.0%
Operating Margin0.0%
Dividend Yield8.0%

Eaton Vance Tax-Managed Global Diversified Equity Income Fund operates in the Asset Management industry, part of the Financial Services sector (United States).

Frequently Asked Questions

What is Eaton Vance Tax-Managed Global Diversified Equity Income Fund’s (EXG) StockRank?
MoatMap’s StockRank for Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) is 58/100, with a Hold signal. It is a composite of Quality (41), Value (50), and Momentum (61) factor ranks across MoatMap’s 20,000+ stock universe.
Does Eaton Vance Tax-Managed Global Diversified Equity Income Fund have an economic moat?
Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) has a Quality factor score of 41/100. 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-Managed Global Diversified Equity Income Fund a buy, hold, or sell?
MoatMap’s current signal for Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) is Hold, based on a StockRank of 58/100. 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-Managed Global Diversified Equity Income Fund in?
Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) operates in the Financial Services sector, specifically the Asset Management industry (United States).
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