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Upturn AI SWOT - About
Eaton Vance Senior Income Closed Fund (EVF)
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Upturn Advisory Summary
04/01/2025: EVF (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit 12.91% | Avg. Invested days 63 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 111.63M USD | Price to earnings Ratio 8.56 | 1Y Target Price - |
Price to earnings Ratio 8.56 | 1Y Target Price - | ||
Volume (30-day avg) 73363 | Beta 0.56 | 52 Weeks Range 5.60 - 6.25 | Updated Date 04/2/2025 |
52 Weeks Range 5.60 - 6.25 | Updated Date 04/2/2025 | ||
Dividends yield (FY) 9.22% | Basic EPS (TTM) 0.73 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 88.55% | Operating Margin (TTM) 86.38% |
Management Effectiveness
Return on Assets (TTM) 5.23% | Return on Equity (TTM) 10.06% |
Valuation
Trailing PE 8.56 | Forward PE - | Enterprise Value 154092928 | Price to Sales(TTM) 6.66 |
Enterprise Value 154092928 | Price to Sales(TTM) 6.66 | ||
Enterprise Value to Revenue 9.71 | Enterprise Value to EBITDA - | Shares Outstanding 17860600 | Shares Floating - |
Shares Outstanding 17860600 | Shares Floating - | ||
Percent Insiders - | Percent Institutions 14.96 |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Eaton Vance Senior Income Closed Fund
Company Overview
History and Background
Eaton Vance Senior Income Trust (Eaton Vance Senior Income Fund prior to 12/31/2015) was founded to provide investors with current income and preservation of capital by investing in senior loans. It has evolved to adapt to market changes and investor needs within the closed-end fund space.
Core Business Areas
- Investment Management: Actively manages a portfolio of senior loans and other debt instruments.
- Closed-End Fund Operations: Operates as a closed-end fund, offering a fixed number of shares to investors.
Leadership and Structure
The fund is managed by Eaton Vance Management. Specific leadership roles are not publicly disclosed at the fund level. Eaton Vance is now part of Morgan Stanley Investment Management.
Top Products and Market Share
Key Offerings
- Senior Loans Portfolio: The fund's core offering is a portfolio of senior loans, designed to generate income. Market share is difficult to pinpoint due to the dynamic nature of portfolio holdings. Competitors include other closed-end funds and ETFs focusing on senior loans.
Market Dynamics
Industry Overview
The closed-end fund industry is influenced by interest rates, credit spreads, and investor sentiment. Demand for income-generating assets drives the market.
Positioning
Eaton Vance Senior Income Closed Fund aims to provide a high level of current income by investing in senior loans. Its competitive advantage lies in its active management and experience in the senior loan market.
Total Addressable Market (TAM)
The TAM for senior loans is substantial, estimated in the trillions of dollars globally. EVF is positioned to capture a portion of this TAM through its investment strategy.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Focus on income generation
- Access to senior loan market
Weaknesses
- Sensitivity to interest rate changes
- Potential for credit risk
- Discount to net asset value (NAV)
Opportunities
- Rising interest rate environment (potentially)
- Increased demand for income-generating assets
- Expansion into new investment strategies within the debt market
Threats
- Economic downturn
- Increased competition from other income-oriented investments
- Regulatory changes
Competitors and Market Share
Key Competitors
- BGB
- ECC
- OXSQ
Competitive Landscape
Eaton Vance Senior Income Closed Fund competes with other closed-end funds and ETFs focusing on senior loans. Its advantages may include active management and specific sector expertise.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Historical growth is linked to the fund's net asset value and market price performance.
Future Projections: Future growth projections depend on market conditions and management's investment strategy. Analyst estimates are not available for this specific request.
Recent Initiatives: Recent initiatives are generally focused on portfolio management and adapting to market conditions.
Summary
Eaton Vance Senior Income Closed Fund provides income through senior loans. Success depends on managing credit and interest rate risk effectively. The fund should carefully observe economic conditions and competitor actions. Its active management is key to generating shareholder value.
Similar Companies
ECC
Eagle Point Credit Company Inc.
ECC
Eagle Point Credit Company Inc.
FSK
FS KKR Capital Corp
FSK
FS KKR Capital Corp
OXSQ
Oxford Square Capital Corp
OXSQ
Oxford Square Capital Corp
Sources and Disclaimers
Data Sources:
- SEC filings
- Fund websites
- Financial news outlets
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Investment decisions should be made based on individual circumstances and consultation with a financial professional.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Eaton Vance Senior Income Closed Fund
Exchange NYSE | Headquaters Boston, MA, United States | ||
IPO Launch date 1998-10-28 | CEO - | ||
Sector Financial Services | Industry Asset Management | Full time employees - | |
Full time employees - | |||
Eaton Vance Senior Income Trust is a closed-ended fixed income mutual fund launched and managed by Eaton Vance Management. The fund invests in the fixed income markets of the United States. It seeks to invest in the securities of companies operating across the diversified sectors. The fund primarily invests in senior secured floating rate loans. It benchmarks the performance of its portfolio against the S&P/LSTA Leveraged Loan Index. Eaton Vance Senior Income Trust was formed on October 30, 1998 and is domiciled in the United States.
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