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EATON VANCE ENHANCED EQ INCM (EOI) Stock Overview

NYSE:EOI - US2782741050

21.11 USD
+0.07 (+0.33%)
Last: 8/22/2025, 9:53:02 AM
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 has a expensive valuation and it also scores bad on growth.


Dividend Valuation Growth Profitability Health

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2

1. Profitability

1.1 Basic Checks

In the past year EOI was profitable.
EOI had a positive operating cash flow in the past year.
EOI had positive earnings in 4 of the past 5 years.
The reported operating cash flow has been mixed in the past 5 years: EOI reported negative operating cash flow in multiple 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 2024 0 100M -100M 200M

1.2 Ratios

Industry RankSector Rank
ROA 30.71%
ROE 30.95%
ROIC N/A
ROA(3y)9.76%
ROA(5y)11.97%
ROE(3y)9.65%
ROE(5y)11.93%
ROIC(3y)N/A
ROIC(5y)N/A
EOI Yearly ROA, ROE, ROICEOI Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 10 -10 20

1.3 Margins

EOI's Profit Margin has improved in the last couple of years.
The Operating Margin and Gross Margin are not available for EOI so they could not be analyzed.
Industry RankSector Rank
OM N/A
PM (TTM) 3216.22%
GM N/A
OM growth 3YN/A
OM growth 5YN/A
PM growth 3Y33.45%
PM growth 5Y103.08%
GM growth 3YN/A
GM growth 5YN/A
EOI Yearly Profit, Operating, Gross MarginsEOI Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 1K 2K 3K

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5

2. Health

2.1 Basic Checks

The number of shares outstanding for EOI has been reduced compared to 1 year ago.
The number of shares outstanding for EOI has been increased compared to 5 years ago.
There is no outstanding debt for EOI. This means it has a Debt/Equity and Debt/FCF ratio of 0 and it is amongst the best of the sector and industry.
EOI Yearly Shares OutstandingEOI Yearly Shares OutstandingYearly Shares Outstanding 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 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 2024 200M 400M 600M 800M

2.2 Solvency

EOI has an Altman-Z score of 85.86. 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 0
Altman-Z 85.86
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 2024 0 200M 400M 600M 800M

2.3 Liquidity

A Current Ratio of 0.12 indicates that EOI may have some problems paying its short term obligations.
A Quick Ratio of 0.12 indicates that EOI may have some problems paying its short term obligations.
Industry RankSector Rank
Current Ratio 0.12
Quick Ratio 0.12
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 2024 5M 10M 15M 20M

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2

3. Growth

3.1 Past

EOI shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 114.80%, which is quite impressive.
EOI shows a strong growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 88.50% yearly.
Looking at the last year, EOI shows a very negative growth in Revenue. The Revenue has decreased by -19.57% in the last year.
The Revenue has been decreasing by -6.65% on average over the past years.
EPS 1Y (TTM)114.8%
EPS 3Y18.01%
EPS 5Y88.5%
EPS Q2Q%-117.33%
Revenue 1Y (TTM)-19.57%
Revenue growth 3Y-11.07%
Revenue growth 5Y-6.65%
Sales Q2Q%-18.83%

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 2024 5M 10M 15M

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2

4. Valuation

4.1 Price/Earnings Ratio

Based on the Price/Earnings ratio of 3.55, the valuation of EOI can be described as very cheap.
EOI's Price/Earnings ratio indicates a rather cheap valuation when compared to the S&P500 average which is at 26.76.
Industry RankSector Rank
PE 3.55
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 13.91
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)0.04
EPS Next 2YN/A
EPS Next 3YN/A

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6

5. Dividend

5.1 Amount

EOI has a Yearly Dividend Yield of 7.58%, which is a nice return.
EOI's Dividend Yield is rather good when compared to the S&P500 average which is at 2.36.
Industry RankSector Rank
Dividend Yield 7.58%

5.2 History

EOI has been paying a dividend for at least 10 years, so it has a reliable track record.
EOI has not decreased their dividend for at least 10 years, which is a reliable track record.
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

26.05% of the earnings are spent on dividend by EOI. This is a low number and sustainable payout ratio.
DP26.05%
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 2024 0 100M -100M 200M
EOI Dividend Payout.EOI Dividend Payout, showing the Payout Ratio.EOI Dividend Payout.PayoutRetained Earnings

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EATON VANCE ENHANCED EQ INCM

NYSE:EOI (8/22/2025, 9:53:02 AM)

21.11

+0.07 (+0.33%)

Chartmill FA Rating
GICS SectorN/A
GICS IndustryGroupN/A
GICS IndustryN/A
Earnings (Last)05-19 2025-05-19
Earnings (Next)11-24 2025-11-24
Inst Owners22.5%
Inst Owner Change-0.67%
Ins OwnersN/A
Ins Owner Change0%
Market Cap862.34M
Analysts0
Price TargetN/A
Short Float %0.16%
Short Ratio1.22
Dividend
Industry RankSector Rank
Dividend Yield 7.58%
Yearly DividendN/A
Dividend Growth(5Y)N/A
DP26.05%
Div Incr Years1
Div Non Decr Years11
Ex-Date08-15 2025-08-15 (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 3.55
Fwd PE N/A
P/S 116.53
P/FCF 13.91
P/OCF 13.91
P/B 1.12
P/tB 1.12
EV/EBITDA N/A
EPS(TTM)5.95
EY28.19%
EPS(NY)N/A
Fwd EYN/A
FCF(TTM)1.52
FCFY7.19%
OCF(TTM)1.52
OCFY7.19%
SpS0.18
BVpS18.82
TBVpS18.82
PEG (NY)N/A
PEG (5Y)0.04
Profitability
Industry RankSector Rank
ROA 30.71%
ROE 30.95%
ROCE N/A
ROIC N/A
ROICexc N/A
ROICexgc N/A
OM N/A
PM (TTM) 3216.22%
GM N/A
FCFM 837.84%
ROA(3y)9.76%
ROA(5y)11.97%
ROE(3y)9.65%
ROE(5y)11.93%
ROIC(3y)N/A
ROIC(5y)N/A
ROICexc(3y)N/A
ROICexc(5y)N/A
ROICexgc(3y)N/A
ROICexgc(5y)N/A
ROCE(3y)N/A
ROCE(5y)N/A
ROICexcg growth 3YN/A
ROICexcg growth 5YN/A
ROICexc growth 3YN/A
ROICexc growth 5YN/A
OM growth 3YN/A
OM growth 5YN/A
PM growth 3Y33.45%
PM growth 5Y103.08%
GM growth 3YN/A
GM growth 5YN/A
F-Score4
Asset Turnover0.01
Health
Industry RankSector Rank
Debt/Equity 0
Debt/FCF 0
Debt/EBITDA N/A
Cap/Depr N/A
Cap/Sales N/A
Interest Coverage N/A
Cash Conversion N/A
Profit Quality 26.05%
Current Ratio 0.12
Quick Ratio 0.12
Altman-Z 85.86
F-Score4
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)114.8%
EPS 3Y18.01%
EPS 5Y88.5%
EPS Q2Q%-117.33%
EPS Next YN/A
EPS Next 2YN/A
EPS Next 3YN/A
EPS Next 5YN/A
Revenue 1Y (TTM)-19.57%
Revenue growth 3Y-11.07%
Revenue growth 5Y-6.65%
Sales Q2Q%-18.83%
Revenue Next YearN/A
Revenue Next 2YN/A
Revenue Next 3YN/A
Revenue Next 5YN/A
EBIT growth 1Y-132.42%
EBIT growth 3YN/A
EBIT growth 5YN/A
EBIT Next YearN/A
EBIT Next 3YN/A
EBIT Next 5YN/A
FCF growth 1Y231.08%
FCF growth 3Y18.67%
FCF growth 5Y89.65%
OCF growth 1Y231.08%
OCF growth 3Y18.67%
OCF growth 5Y89.65%