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EATON VANCE ENHANCED EQ INCM (EOI) Stock Price, Quote, News and Overview

NYSE:EOI - New York Stock Exchange, Inc. - US2782741050 - Currency: USD

18.61  +0.3 (+1.64%)

Fundamental Rating

3

EOI gets a fundamental rating of 3 out of 10. The analysis compared the fundamentals against 0 industry peers in the Unkown industry. While EOI seems to be doing ok healthwise, there are quite some concerns on its profitability. EOI does not seem to be growing, but still is valued expensively.


Dividend Valuation Growth Profitability Health

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3

1. Profitability

1.1 Basic Checks

EOI had positive earnings in the past year.
EOI had positive earnings in 4 of the past 5 years.
In multiple years EOI reported negative operating cash flow during the last 5 years.
EOI Yearly Net Income VS EBIT VS OCF VS FCFEOI Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2015 2016 2017 2018 2019 2020 2021 2022 2023 0 50M -50M 100M -100M

1.2 Ratios

The 3 year average ROIC (0.33%) for EOI is below the current ROIC(0.36%), indicating increased profibility in the last year.
Industry RankSector Rank
ROA 23.1%
ROE 23.39%
ROIC 0.36%
ROA(3y)6.73%
ROA(5y)6.51%
ROE(3y)6.59%
ROE(5y)6.44%
ROIC(3y)0.33%
ROIC(5y)0.43%
EOI Yearly ROA, ROE, ROICEOI Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2015 2016 2017 2018 2019 2020 2021 2022 2023 0 10 -10

1.3 Margins

In the last couple of years the Profit Margin of EOI has grown nicely.
EOI's Operating Margin has declined in the last couple of years.
EOI's Gross Margin has improved in the last couple of years.
Industry RankSector Rank
OM 24.9%
PM (TTM) 1287.91%
GM 72.51%
OM growth 3Y-18%
OM growth 5Y-7.44%
PM growth 3Y28.18%
PM growth 5Y5.1%
GM growth 3Y28.88%
GM growth 5Y20.97%
EOI Yearly Profit, Operating, Gross MarginsEOI Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2015 2016 2017 2018 2019 2020 2021 2022 2023 0 500 -500 1K

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5

2. Health

2.1 Basic Checks

Compared to 1 year ago, EOI has more shares outstanding
Compared to 5 years ago, EOI has more shares outstanding
EOI has no outstanding debt. Therefor its Debt/Equity and Debt/FCF ratios are 0 and belong to the best of the industry.
EOI Yearly Shares OutstandingEOI Yearly Shares OutstandingYearly Shares Outstanding 2015 2016 2017 2018 2019 2020 2021 2022 2023 10M 20M 30M 40M
EOI Yearly Total Debt VS Total AssetsEOI Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2015 2016 2017 2018 2019 2020 2021 2022 2023 200M 400M 600M

2.2 Solvency

EOI has an Altman-Z score of 56.23. This indicates that EOI is financially healthy and has little risk of bankruptcy at the moment.
EOI has no outstanding debt. Therefor its Debt/Equity and Debt/FCF ratios are 0 and belong to the best of the industry.
Industry RankSector Rank
Debt/Equity 0
Debt/FCF N/A
Altman-Z 56.23
ROIC/WACCN/A
WACCN/A
EOI Yearly LT Debt VS Equity VS FCFEOI Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2015 2016 2017 2018 2019 2020 2021 2022 2023 0 200M 400M 600M

2.3 Liquidity

A Current Ratio of 0.73 indicates that EOI may have some problems paying its short term obligations.
EOI has a Quick Ratio of 0.73. This is a bad value and indicates that EOI is not financially healthy enough and could expect problems in meeting its short term obligations.
Industry RankSector Rank
Current Ratio 0.73
Quick Ratio 0.73
EOI Yearly Current Assets VS Current LiabilitesEOI Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2015 2016 2017 2018 2019 2020 2021 2022 2023 5M 10M 15M 20M

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1

3. Growth

3.1 Past

EOI shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 209.49%, which is quite impressive.
Measured over the past 5 years, EOI shows a small growth in Earnings Per Share. The EPS has been growing by 2.57% on average per year.
The Revenue for EOI has decreased by -12.30% in the past year. This is quite bad
EOI shows a decrease in Revenue. Measured over the last years, the Revenue has been decreasing by -1.91% yearly.
EPS 1Y (TTM)209.49%
EPS 3Y17.67%
EPS 5Y2.57%
EPS Q2Q%114.5%
Revenue 1Y (TTM)-12.3%
Revenue growth 3Y-7.38%
Revenue growth 5Y-1.91%
Sales Q2Q%-57.64%

3.2 Future

No EPS estimates are available, so we could not analyze the future EPS growth and evolution.
No Revenue estimates are available, so we could not analyze the future revenue growth and evolution.
EPS Next YN/A
EPS Next 2YN/A
EPS Next 3YN/A
EPS Next 5YN/A
Revenue Next YearN/A
Revenue Next 2YN/A
Revenue Next 3YN/A
Revenue Next 5YN/A

3.3 Evolution

No EPS estimates are available, so we could not analyze the future EPS growth and evolution.
No Revenue estimates are available, so we could not analyze the future revenue growth and evolution.
EOI Yearly Revenue VS EstimatesEOI Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 5M 10M 15M

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2

4. Valuation

4.1 Price/Earnings Ratio

A Price/Earnings ratio of 5.03 indicates a rather cheap valuation of EOI.
Compared to an average S&P500 Price/Earnings ratio of 28.79, EOI is valued rather cheaply.
Industry RankSector Rank
PE 5.03
Fwd PE N/A
EOI Price Earnings VS Forward Price EarningsEOI Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 0 0 0 0 0

4.2 Price Multiples

Industry RankSector Rank
P/FCF N/A
EV/EBITDA N/A
EOI Per share dataEOI EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 5 10 15

4.3 Compensation for Growth

PEG (NY)N/A
PEG (5Y)1.96
EPS Next 2YN/A
EPS Next 3YN/A

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5

5. Dividend

5.1 Amount

With a Yearly Dividend Yield of 8.63%, EOI is a good candidate for dividend investing.
EOI's Dividend Yield is rather good when compared to the S&P500 average which is at 2.47.
Industry RankSector Rank
Dividend Yield 8.63%

5.2 History

EOI has paid a dividend for at least 10 years, which is a reliable track record.
EOI has not decreased its dividend for at least 10 years, so it has a reliable track record of non decreasing dividend.
Dividend Growth(5Y)N/A
Div Incr Years1
Div Non Decr Years11
EOI Yearly Dividends per shareEOI Yearly Dividends per shareYearly Dividends per share 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0.5 1

5.3 Sustainability

DP0%
EPS Next 2YN/A
EPS Next 3YN/A
EOI Yearly Income VS Free CF VS DividendEOI Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2015 2016 2017 2018 2019 2020 2021 2022 2023 0 50M -50M 100M -100M

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EATON VANCE ENHANCED EQ INCM

NYSE:EOI (4/25/2025, 8:04:00 PM)

18.61

+0.3 (+1.64%)

Chartmill FA Rating
GICS SectorN/A
GICS IndustryGroupN/A
GICS IndustryN/A
Earnings (Last)N/A N/A
Earnings (Next)05-19 2025-05-19
Inst Owners22.02%
Inst Owner Change0.04%
Ins OwnersN/A
Ins Owner Change0%
Market Cap758.92M
Analysts0
Price TargetN/A
Short Float %0.02%
Short Ratio0.09
Dividend
Industry RankSector Rank
Dividend Yield 8.63%
Yearly DividendN/A
Dividend Growth(5Y)N/A
DP0%
Div Incr Years1
Div Non Decr Years11
Ex-Date04-15 2025-04-15 (0.1338)
Surprises & Revisions
EPS beat(2)N/A
Avg EPS beat(2)N/A
Min EPS beat(2)N/A
Max EPS beat(2)N/A
EPS beat(4)N/A
Avg EPS beat(4)N/A
Min EPS beat(4)N/A
Max EPS beat(4)N/A
EPS beat(8)N/A
Avg EPS beat(8)N/A
EPS beat(12)N/A
Avg EPS beat(12)N/A
EPS beat(16)N/A
Avg EPS beat(16)N/A
Revenue beat(2)N/A
Avg Revenue beat(2)N/A
Min Revenue beat(2)N/A
Max Revenue beat(2)N/A
Revenue beat(4)N/A
Avg Revenue beat(4)N/A
Min Revenue beat(4)N/A
Max Revenue beat(4)N/A
Revenue beat(8)N/A
Avg Revenue beat(8)N/A
Revenue beat(12)N/A
Avg Revenue beat(12)N/A
Revenue beat(16)N/A
Avg Revenue beat(16)N/A
PT rev (1m)N/A
PT rev (3m)N/A
EPS NQ rev (1m)N/A
EPS NQ rev (3m)N/A
EPS NY rev (1m)N/A
EPS NY rev (3m)N/A
Revenue NQ rev (1m)N/A
Revenue NQ rev (3m)N/A
Revenue NY rev (1m)N/A
Revenue NY rev (3m)N/A
Valuation
Industry RankSector Rank
PE 5.03
Fwd PE N/A
P/S 65.43
P/FCF N/A
P/OCF N/A
P/B 1.19
P/tB 1.19
EV/EBITDA N/A
EPS(TTM)3.7
EY19.88%
EPS(NY)N/A
Fwd EYN/A
FCF(TTM)N/A
FCFYN/A
OCF(TTM)N/A
OCFYN/A
SpS0.28
BVpS15.66
TBVpS15.66
PEG (NY)N/A
PEG (5Y)1.96
Profitability
Industry RankSector Rank
ROA 23.1%
ROE 23.39%
ROCE 0.45%
ROIC 0.36%
ROICexc 0.36%
ROICexgc 0.36%
OM 24.9%
PM (TTM) 1287.91%
GM 72.51%
FCFM N/A
ROA(3y)6.73%
ROA(5y)6.51%
ROE(3y)6.59%
ROE(5y)6.44%
ROIC(3y)0.33%
ROIC(5y)0.43%
ROICexc(3y)0.33%
ROICexc(5y)0.43%
ROICexgc(3y)0.32%
ROICexgc(5y)0.43%
ROCE(3y)0.42%
ROCE(5y)0.55%
ROICexcg growth 3Y-25.09%
ROICexcg growth 5Y-9.77%
ROICexc growth 3Y-24.95%
ROICexc growth 5Y-9.66%
OM growth 3Y-18%
OM growth 5Y-7.44%
PM growth 3Y28.18%
PM growth 5Y5.1%
GM growth 3Y28.88%
GM growth 5Y20.97%
F-ScoreN/A
Asset Turnover0.02
Health
Industry RankSector Rank
Debt/Equity 0
Debt/FCF N/A
Debt/EBITDA N/A
Cap/Depr N/A
Cap/Sales N/A
Interest Coverage N/A
Cash Conversion N/A
Profit Quality N/A
Current Ratio 0.73
Quick Ratio 0.73
Altman-Z 56.23
F-ScoreN/A
WACCN/A
ROIC/WACCN/A
Cap/Depr(3y)N/A
Cap/Depr(5y)N/A
Cap/Sales(3y)N/A
Cap/Sales(5y)N/A
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)209.49%
EPS 3Y17.67%
EPS 5Y2.57%
EPS Q2Q%114.5%
EPS Next YN/A
EPS Next 2YN/A
EPS Next 3YN/A
EPS Next 5YN/A
Revenue 1Y (TTM)-12.3%
Revenue growth 3Y-7.38%
Revenue growth 5Y-1.91%
Sales Q2Q%-57.64%
Revenue Next YearN/A
Revenue Next 2YN/A
Revenue Next 3YN/A
Revenue Next 5YN/A
EBIT growth 1Y-23.43%
EBIT growth 3Y-24.06%
EBIT growth 5Y-9.21%
EBIT Next YearN/A
EBIT Next 3YN/A
EBIT Next 5YN/A
FCF growth 1YN/A
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1YN/A
OCF growth 3YN/A
OCF growth 5YN/A