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Eaton Vance (EV) Competitors

Eaton Vance logo

EV vs. BEN, SEIC, IVZ, MAIN, AMG, CNS, GBDC, PSEC, OCSL, and VRTS

Should you be buying Eaton Vance stock or one of its competitors? The main competitors of Eaton Vance include Franklin Resources (BEN), SEI Investments (SEIC), Invesco (IVZ), Main Street Capital (MAIN), Affiliated Managers Group (AMG), Cohen & Steers (CNS), Golub Capital BDC (GBDC), Prospect Capital (PSEC), Oaktree Specialty Lending (OCSL), and Virtus Investment Partners (VRTS). These companies are all part of the "asset management & custody banks" industry.

Eaton Vance vs.

Eaton Vance (NYSE:EV) and Franklin Resources (NYSE:BEN) are both finance companies, but which is the better investment? We will compare the two businesses based on the strength of their dividends, risk, earnings, profitability, institutional ownership, valuation, media sentiment, analyst recommendations and community ranking.

67.4% of Eaton Vance shares are held by institutional investors. Comparatively, 47.6% of Franklin Resources shares are held by institutional investors. 22.9% of Franklin Resources shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

Eaton Vance has a net margin of 8.01% compared to Franklin Resources' net margin of 4.32%. Eaton Vance's return on equity of 29.84% beat Franklin Resources' return on equity.

Company Net Margins Return on Equity Return on Assets
Eaton Vance8.01% 29.84% 8.98%
Franklin Resources 4.32%9.45%3.87%

Franklin Resources received 181 more outperform votes than Eaton Vance when rated by MarketBeat users. Likewise, 39.28% of users gave Franklin Resources an outperform vote while only 34.55% of users gave Eaton Vance an outperform vote.

CompanyUnderperformOutperform
Eaton VanceOutperform Votes
266
34.55%
Underperform Votes
504
65.45%
Franklin ResourcesOutperform Votes
447
39.28%
Underperform Votes
691
60.72%

In the previous week, Franklin Resources had 21 more articles in the media than Eaton Vance. MarketBeat recorded 21 mentions for Franklin Resources and 0 mentions for Eaton Vance. Franklin Resources' average media sentiment score of 0.78 beat Eaton Vance's score of 0.00 indicating that Franklin Resources is being referred to more favorably in the news media.

Company Overall Sentiment
Eaton Vance Neutral
Franklin Resources Positive

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Eaton Vance$1.73B1.44$138.52M$3.296.64
Franklin Resources$8.74B1.20$464.80M$0.6530.83

Franklin Resources has a consensus target price of $18.96, suggesting a potential downside of 5.40%. Given Franklin Resources' stronger consensus rating and higher possible upside, analysts plainly believe Franklin Resources 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)
0.00
Franklin Resources
5 Sell rating(s)
7 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.58

Eaton Vance has a beta of 1.23, suggesting that its share price is 23% more volatile than the S&P 500. Comparatively, Franklin Resources has a beta of 1.36, suggesting that its share price is 36% more volatile than the S&P 500.

Eaton Vance pays an annual dividend of $1.50 per share and has a dividend yield of 6.9%. Franklin Resources pays an annual dividend of $1.28 per share and has a dividend yield of 6.4%. Eaton Vance pays out 45.6% of its earnings in the form of a dividend. Franklin Resources pays out 196.9% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Franklin Resources has raised its dividend for 45 consecutive years. Eaton Vance is clearly the better dividend stock, given its higher yield and lower payout ratio.

Summary

Franklin Resources beats Eaton Vance on 12 of the 20 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding {thisCompany.Symbol} 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$2.49B$10.86B$11.28B$19.20B
Dividend Yield2.05%24.56%5.57%4.00%
P/E Ratio17.6237.3722.2633.50
Price / Sales1.447.8526.5829.18
Price / Cash19.1617.7117.6017.52
Price / Book1.883.692.644.55
Net Income$138.52M$411.75M$1.03B$1.02B

Eaton Vance Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
EV
Eaton Vance
N/A$21.85
flat
N/A-10.8%$2.49B$1.73B17.621,983
BEN
Franklin Resources
4.3094 of 5 stars
$18.75
+0.2%
$18.96
+1.1%
-12.8%$9.85B$8.74B28.859,800Earnings Report
Short Interest ↓
News Coverage
Gap Up
SEIC
SEI Investments
4.6889 of 5 stars
$77.78
-1.0%
$87.60
+12.6%
+20.2%$9.78B$2.16B17.604,840Analyst Downgrade
Positive News
IVZ
Invesco
4.8865 of 5 stars
$13.94
+0.1%
$17.25
+23.7%
-0.8%$6.24B$6.12B11.818,610Short Interest ↑
MAIN
Main Street Capital
1.6054 of 5 stars
$54.53
+0.7%
$52.60
-3.5%
+7.7%$4.83B$601.25M9.8890Upcoming Earnings
Dividend Cut
News Coverage
Positive News
AMG
Affiliated Managers Group
4.3978 of 5 stars
$162.98
+0.3%
$192.40
+18.1%
+8.5%$4.69B$2.04B10.793,950Upcoming Earnings
Positive News
CNS
Cohen & Steers
3.5537 of 5 stars
$76.20
flat
$90.00
+18.1%
+12.6%$3.88B$553.52M25.66390Dividend Announcement
GBDC
Golub Capital BDC
2.0313 of 5 stars
$14.53
+0.6%
$15.50
+6.7%
-14.9%$3.86B$309.01M10.53N/AUpcoming Earnings
News Coverage
Positive News
PSEC
Prospect Capital
1.048 of 5 stars
$3.69
+1.1%
$3.50
-5.1%
-31.0%$1.64B$101.04M-18.452,019Upcoming Earnings
OCSL
Oaktree Specialty Lending
1.8619 of 5 stars
$14.89
+1.4%
$16.00
+7.5%
-29.5%$1.22B$48.88M22.22N/AEarnings Report
Dividend Announcement
News Coverage
VRTS
Virtus Investment Partners
3.4262 of 5 stars
$154.42
+0.7%
$179.25
+16.1%
-28.8%$1.07B$902.82M9.14770Earnings Report

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This page (NYSE:EV) was last updated on 5/3/2025 by MarketBeat.com Staff
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