Eaton Vance (EV) Competitors

Notice: This company has been marked as potentially delisted and may not be actively trading.

EV vs. CNS, VRTS, AMG, IVZ, AMK, DBRG, FHI, PJT, HPH, and VCTR

Should you be buying Eaton Vance stock or one of its competitors? The main competitors of Eaton Vance include Cohen & Steers (CNS), Virtus Investment Partners (VRTS), Affiliated Managers Group (AMG), Invesco (IVZ), AssetMark Financial (AMK), DigitalBridge Group (DBRG), Federated Hermes (FHI), PJT Partners (PJT), Highest Performances (HPH), and Victory Capital (VCTR). These companies are all part of the "finance" sector.

Eaton Vance vs.

Eaton Vance (NYSE:EV) and Cohen & Steers (NYSE:CNS) are both mid-cap finance companies, but which is the better investment? We will compare the two companies based on the strength of their dividends, media sentiment, risk, institutional ownership, earnings, analyst recommendations, profitability, community ranking and valuation.

Cohen & Steers has a consensus price target of $67.00, indicating a potential downside of 2.59%. Given Cohen & Steers' higher possible upside, analysts clearly believe Cohen & Steers is more favorable than Eaton Vance.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Eaton Vance
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
N/A
Cohen & Steers
1 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.00

In the previous week, Cohen & Steers had 6 more articles in the media than Eaton Vance. MarketBeat recorded 9 mentions for Cohen & Steers and 3 mentions for Eaton Vance. Eaton Vance's average media sentiment score of 0.00 beat Cohen & Steers' score of -0.57 indicating that Eaton Vance is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Eaton Vance
1 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Cohen & Steers
1 Very Positive mention(s)
1 Positive mention(s)
5 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Negative

Eaton Vance received 31 more outperform votes than Cohen & Steers when rated by MarketBeat users. However, 54.65% of users gave Cohen & Steers an outperform vote while only 36.79% of users gave Eaton Vance an outperform vote.

CompanyUnderperformOutperform
Eaton VanceOutperform Votes
266
36.79%
Underperform Votes
457
63.21%
Cohen & SteersOutperform Votes
235
54.65%
Underperform Votes
195
45.35%

Cohen & Steers has a net margin of 26.27% compared to Eaton Vance's net margin of 8.01%. Cohen & Steers' return on equity of 36.96% beat Eaton Vance's return on equity.

Company Net Margins Return on Equity Return on Assets
Eaton Vance8.01% 29.84% 8.98%
Cohen & Steers 26.27%36.96%20.28%

67.4% of Eaton Vance shares are owned by institutional investors. Comparatively, 51.5% of Cohen & Steers shares are owned by institutional investors. 47.0% of Cohen & Steers shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.

Eaton Vance has higher revenue and earnings than Cohen & Steers. Eaton Vance is trading at a lower price-to-earnings ratio than Cohen & Steers, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Eaton Vance$1.73B1.59$138.52M$3.297.33
Cohen & Steers$489.64M6.96$129.05M$2.5726.76

Eaton Vance has a beta of 1.23, meaning that its share price is 23% more volatile than the S&P 500. Comparatively, Cohen & Steers has a beta of 1.45, meaning that its share price is 45% more volatile than the S&P 500.

Eaton Vance pays an annual dividend of $1.50 per share and has a dividend yield of 6.2%. Cohen & Steers pays an annual dividend of $2.36 per share and has a dividend yield of 3.4%. Eaton Vance pays out 45.6% of its earnings in the form of a dividend. Cohen & Steers pays out 91.8% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Eaton Vance is clearly the better dividend stock, given its higher yield and lower payout ratio.

Summary

Cohen & Steers beats Eaton Vance on 10 of the 18 factors compared between the two stocks.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding EV and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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EV vs. The Competition

MetricEaton VanceInvestment Advice IndustryFinance SectorNYSE Exchange
Market Cap$2.75B$8.96B$8.38B$17.28B
Dividend Yield2.05%24.19%6.16%3.54%
P/E Ratio19.4525.9456.8024.97
Price / Sales1.596.713,633.6410.27
Price / Cash19.1615.9727.5315.39
Price / Book2.083.642.374.96
Net Income$138.52M$306.09M$999.62M$963.13M

Eaton Vance Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
CNS
Cohen & Steers
1.9046 of 5 stars
$71.59
+3.2%
$67.00
-6.4%
+14.5%$3.55B$489.64M27.86405Short Interest ↑
VRTS
Virtus Investment Partners
2.6183 of 5 stars
$233.79
+0.9%
$254.33
+8.8%
+20.4%$1.66B$841.49M13.20824Earnings Report
Analyst Report
AMG
Affiliated Managers Group
4.101 of 5 stars
$161.42
-0.1%
$171.20
+6.1%
+8.2%$5.25B$2.06B9.304,000Upcoming Earnings
IVZ
Invesco
4.5521 of 5 stars
$14.59
-6.4%
$17.46
+19.7%
-17.3%$6.55B$5.72B-19.728,500Short Interest ↑
High Trading Volume
AMK
AssetMark Financial
3.5905 of 5 stars
$35.14
-0.9%
$32.67
-7.0%
+10.2%$2.61B$708.50M21.43990
DBRG
DigitalBridge Group
4.2517 of 5 stars
$17.42
+1.6%
$22.08
+26.8%
+32.3%$2.85B$1.50B35.55300News Coverage
FHI
Federated Hermes
4.6491 of 5 stars
$34.95
-1.2%
$38.50
+10.2%
-20.6%$2.95B$1.61B10.252,025Earnings Report
Dividend Increase
Short Interest ↑
PJT
PJT Partners
2.2539 of 5 stars
$95.78
+0.4%
$93.25
-2.6%
+37.4%$2.29B$1.15B31.101,012Upcoming Earnings
HPH
Highest Performances
0 of 5 stars
$9.18
flat
N/AN/A$2.27B$114.44M0.00288News Coverage
Gap Down
VCTR
Victory Capital
4.074 of 5 stars
$50.64
+3.5%
$45.43
-10.3%
+66.5%$3.26B$821.03M16.18481Upcoming Earnings
High Trading Volume

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This page (NYSE:EV) was last updated on 5/1/2024 by MarketBeat.com Staff

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