Eaton Vance Corporation market cap is $8.6 b, and annual revenue was $1.73 b in FY 2020

Eaton Vance Corporation Net income (FY, 2020)133.3 M

Eaton Vance Corporation EBIT (FY, 2020)374.2 M

Eaton Vance Corporation Cash, 31-Oct-2020799.4 M

Eaton Vance Corporation EV8.7 B

Eaton Vance Corporation revenue breakdown by business segment: 7.3% from Service Fees, 5.1% from Distribution and Underwriter Fees, 87.0% from Management Fees and 0.6% from Other

Eaton Vance Corporation revenue breakdown by geographic segment: 96.4% from U.S. and 3.6% from Other

USD | FY, 2017 | FY, 2018 | FY, 2019 | FY, 2020 |
---|---|---|---|---|

## Revenue | 1.5b | 1.7b | 1.7b | 1.7b |

| 14% | 11% | (1%) | |

## Cost of goods sold | 799.3m | 859.4m | 884.5m | |

## Gross profit | 729.7m | 842.9m | 798.7m | |

| 48% | 50% | 47% | |

## Operating expense total | 246.9m | 287.7m | 277.9m | 238.6m |

## EBIT | 482.8m | 555.2m | 520.9m | 374.2m |

| 32% | 33% | 31% | 22% |

## Interest expense | 27.5m | 23.6m | 23.8m | |

## Investment income | (117.2m) | |||

## Pre tax profit | 469.2m | 543.2m | 559.0m | 334.5m |

## Income tax expense | 173.7m | 156.7m | 135.3m | 83.9m |

## Net Income | 282.1m | 381.9m | 400.0m | 133.3m |

## EPS | 2.4 | 3.1 | 3.5 |

USD | Q1, 2017 | Q2, 2017 | Q3, 2017 | Q1, 2018 | Q2, 2018 | Q3, 2018 | Q1, 2019 | Q2, 2019 | Q3, 2019 | Q1, 2020 | Q2, 2020 | Q3, 2020 |
---|---|---|---|---|---|---|---|---|---|---|---|---|

## Revenue | 355.0m | 374.6m | 393.7m | 421.4m | 414.3m | 430.6m | 406.4m | 411.9m | 431.2m | 452.6m | 405.9m | 420.8m |

## Cost of goods sold | 193.2m | 195.3m | 208.1m | 219.3m | 209.9m | 216.7m | 216.9m | 215.4m | 224.7m | |||

## Gross profit | 161.8m | 179.3m | 185.6m | 202.2m | 204.4m | 213.9m | 189.5m | 196.5m | 206.5m | |||

| 46% | 48% | 47% | 48% | 49% | 50% | 47% | 48% | 48% | |||

## Operating expense total | 56.3m | 61.4m | 64.6m | 66.4m | 71.7m | 71.6m | 68.4m | 69.3m | 69.4m | 59.1m | 57.5m | 56.5m |

## EBIT | 105.4m | 117.9m | 121.0m | 135.8m | 132.7m | 142.3m | 121.1m | 127.2m | 137.1m | 134.7m | 122.0m | 131.2m |

| 30% | 31% | 31% | 32% | 32% | 33% | 30% | 31% | 32% | 30% | 30% | 31% |

## Interest expense | 7.3m | 8.1m | 6.2m | 5.9m | 5.9m | 5.9m | 6.1m | 5.9m | 5.9m | |||

## Investment income | 2.3m | 1.5m | (100.2m) | |||||||||

## Pre tax profit | 98.6m | 119.1m | 115.0m | 134.1m | 127.3m | 142.2m | 117.9m | 147.5m | 142.6m | 143.1m | 48.6m | 163.5m |

## Income tax expense | 36.7m | 44.7m | 42.5m | 48.6m | 34.0m | 37.2m | 27.6m | 37.1m | 36.3m | 32.6m | 22.0m | 36.9m |

## Net Income | 60.7m | 72.0m | 67.4m | 78.1m | 96.4m | 101.8m | 86.8m | 101.8m | 102.2m | 112.8m | 28.1m | 26.4m |

USD | FY, 2017 | FY, 2018 | FY, 2019 | FY, 2020 |
---|---|---|---|---|

## Cash | 610.6m | 817.3m | 606.4m | 799.4m |

## Accounts Receivable | 200.5m | 236.7m | 237.9m | 249.8m |

## PP&E | 49.0m | 52.4m | 72.8m | 71.8m |

## Goodwill | 259.7m | 259.7m | 259.7m | 259.7m |

## Total Assets | 2.3b | 3.6b | 4.3b | 4.9b |

## Accounts Payable | 68.1m | 91.4m | 90.0m | 84.0m |

## Dividends Payable | 44.6m | 51.7m | 55.2m | 43.0m |

## Long-term debt | 922.8m | |||

## Total Debt | 631.4m | 1.5b | 2.2b | 922.8m |

## Total Liabilities | 3.4b | |||

## Common Stock | 463.0k | 457.0k | 444.0k | |

## Additional Paid-in Capital | 148.3m | 17.5m | 176.5m | |

## Retained Earnings | 921.2m | 1.2b | 1.3b | 1.2b |

## Total Equity | 1.0b | 1.1b | 1.2b | 1.3b |

## Debt to Equity Ratio | 0.6 x | 1.3 x | 1.9 x | 0.7 x |

## Debt to Assets Ratio | 0.3 x | 0.4 x | 0.5 x | 0.2 x |

## Financial Leverage | 2.3 x | 3.2 x | 3.6 x | 3.7 x |

USD | FY, 2017 | FY, 2018 | FY, 2019 | FY, 2020 |
---|---|---|---|---|

## Net Income | 306.4m | 397.9m | 432.9m | 133.3m |

## Depreciation and Amortization | 19.1m | 25.0m | 23.7m | 23.4m |

## Accounts Receivable | (14.2m) | (36.4m) | (1.1m) | (11.9m) |

## Accounts Payable | 7.3m | 10.3m | (4.9m) | 11.0m |

## Cash From Operating Activities | 64.9m | 133.7m | 511.8m | 324.8m |

## Purchases of PP&E | (12.7m) | (18.7m) | (34.9m) | (21.0m) |

## Cash From Investing Activities | (91.4m) | (325.1m) | (675.9m) | (514.4m) |

## Short-term Borrowings | (300.0m) | |||

## Long-term Borrowings | (250.0m) | (1.1b) | (586.9m) | |

## Dividends Paid | (125.8m) | (144.9m) | (159.1m) | (183.9m) |

## Cash From Financing Activities | 210.2m | 184.4m | (48.4m) | 474.6m |

## Net Change in Cash | 186.4m | (9.9m) | (212.7m) | 283.3m |

## Interest Paid | 26.9m | 33.3m | 60.8m | 23.1m |

## Income Taxes Paid | 143.9m | 135.1m | 125.1m | 102.3m |

USD | Q1, 2017 |
---|---|

## Debt/Equity | 0.8 x |

## Debt/Assets | 0.3 x |

## Financial Leverage | 2.4 x |

Eaton Vance Corporation's Assets Under Management was reported to be $497.4b in FY, 2019.

Q1, 2017 | Q2, 2017 | Q3, 2017 | FY, 2017 | Q1, 2018 | Q2, 2018 | Q3, 2018 | FY, 2018 | Q1, 2019 | Q2, 2019 | Q3, 2019 | FY, 2019 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|

## Assets Under Management | $363.74 b | $387.01 b | $405.59 b | $422.32 b | $449.23 b | $440.07 b | $453.18 b | $439.3 b | $444.65 b | $469.94 b | $482.78 b | $497.43 b |

## Average Assets Under Management | $344.94 b | $376.49 b | $395.19 b | $382.39 b | $433.49 b | $440.59 b | $446.04 b | $442.39 b | $437.41 b | $456.21 b | $471.01 b | $462.84 b |

## Assets Under Management (Eaton Vance Management) | $148.44 b | $154.99 b | $160.57 b | $164.26 b | $171.79 b | $173.27 b | $179.56 b | $179.32 b | $178.26 b | $184.6 b | $188.14 b | $187.71 b |

## Assets Under Management (Parametric) | $185.89 b | $201.49 b | $213.21 b | $224.94 b | $241.65 b | $231.45 b | $236.27 b | $224.24 b | $230.16 b | $245.17 b | $252.45 b | $265.82 b |

## Assets Under Management (Atlanta Capital) | $19.55 b | $20.63 b | $21.48 b | $22.38 b | $24.16 b | $23.59 b | $25 b | $23.36 b | $23.22 b | $25.77 b | $27.01 b | $27.56 b |

## Assets Under Management (Calvert) | $9.87 b | $9.9 b | $10.33 b | $10.74 b | $11.63 b | $11.76 b | $12.35 b | $12.39 b | $13.02 b | $14.4 b | $15.18 b | $16.33 b |