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Eaton Vance Floating-Rate Income Trust (EFT) Stock Analysis

Financial Services

Eaton Vance Floating-Rate Income Trust

$10.85

$-0.03 (-0.28%)

Last Updated: May 26, 2026

Price History

Analysis

Company Overview

Eaton Vance Floating-Rate Income Trust operates as a closed-ended fixed income mutual fund that is launched and managed by Eaton Vance Management, focusing on investments within the fixed income markets of the United States across diversified sectors. The company functions within the Financial Services sector and the Asset Management industry, providing specialized investment vehicles that target specific income objectives for its shareholders. Its current market capitalization stands at $275.08M, while annual revenue generated over the trailing twelve months amounts to $44.87M, with an employee count listed as N/A. The valuation of $275.08M indicates a mid-cap scale for an asset management entity, suggesting a specialized niche operation rather than a massive diversified conglomerate, while the revenue figure of $44.87M reflects the fee-based income model typical of fixed income funds managing portfolios across various sectors.

Financial Health

The trust reports a revenue of $44.87M for the trailing twelve months, with net income reaching $12.76M, while EBITDA is not disclosed in the available data. The significant gap between revenue and net income reveals a highly efficient cost structure where operating expenses are minimal relative to total revenue, evidenced by the fact that net income constitutes a substantial portion of the top line. Free cash flow stands at $17.29M, which provides the company with significant financial flexibility to meet obligations or maintain liquidity without relying on external financing. The gross margin is reported at 100.0%, indicating that the cost of goods sold is negligible or non-existent for this asset management service. Operating margin sits at 89.3%, demonstrating that the majority of revenue remains after covering operating expenses, while the profit margin is 28.4%, highlighting the company's ability to retain a large share of revenue as bottom-line profit. The total debt load is $175.00M compared to cash reserves of $2.52M, resulting in a debt-to-equity ratio of 52.41, which indicates a leveraged balance sheet rather than a conservative one. The current ratio is 0.09, a figure that indicates a potential liquidity constraint where current liabilities significantly exceed current assets in the short term. Return on Equity is 3.7% and Return on Assets is 4.6%, metrics that reveal the effectiveness of management in generating returns on the capital employed and the asset base, respectively.

Valuation Assessment

The trailing P/E ratio is 21.56, whereas the forward P/E is not available, implying that analysts may not have a consensus projection for future earnings growth or that the market is pricing based on historical performance alone. The price-to-book ratio is 0.82, which indicates that the stock is trading below its book value, suggesting the market values the trust at less than the net asset value of its underlying holdings. The price-to-sales ratio is 6.13, and since EV/EBITDA is not available, these alternative valuation metrics suggest that the market is willing to pay a premium relative to sales, though the high P/S multiple must be viewed in the context of the low profit margins inherent in some service sectors. The 52-week high is $12.67 and the 52-week low is $10.35, meaning the current trading price sits somewhere within this historical range depending on the specific market day, though the exact current price is not provided in the source data. The beta is 0.46, which explains that the price volatility of the trust is significantly lower than that of the broader market, as a beta below 1.0 indicates a defensive characteristic relative to the overall market index.

Growth & Income

Revenue growth year-over-year is -18.1% and earnings growth year-over-year is -47.2%, indicating that earnings are contracting at a much faster rate than revenue and that the company is currently facing a period of financial contraction. The dividend yield stands at 8.5%, while the payout ratio is 267.5%, suggesting that the dividend payments exceed the current net income, which raises questions about the sustainability of the payout given the high ratio relative to earnings. Because the payout ratio exceeds 100%, the company is effectively returning more cash to shareholders than it is generating in net income, implying that dividends may be funded by other sources or that the earnings metric does not capture the full cash generation capacity. The overall growth and income profile presents a scenario of declining earnings growth paired with a high-yield dividend that is not fully supported by current profitability metrics.

Peer Comparison

Eaton Vance Floating-Rate Income Trust (EFT) operates in the Asset Management industry. Here is how it compares to its closest peers by market capitalization:

Company Ticker Market Cap P/E Ratio
Eaton Vance Floating-Rate Income Trust EFT $288.37M 22.6
BlackRock, Inc. BLK $167.25B 27.1
Blackstone Inc. BX $144.37B 30.3
Brookfield Corporation BN.TO $142.06B 89.6

The Asset Management industry average P/E ratio is 28.6x. Eaton Vance Floating-Rate Income Trust trades at a P/E of 22.6.

This analysis is AI-generated for informational purposes only and should not be considered financial advice. Data may be delayed or inaccurate. Always do your own research and consult a qualified financial advisor before making investment decisions.

About Eaton Vance Floating-Rate Income Trust

Eaton Vance Floating-Rate Income Trust is a closed-ended fixed income mutual fund launched and managed by Eaton Vance Management. The fund invests in fixed income markets of the United States. It invests in fixed income securities operating across 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 Floating-Rate Income Trust was formed on June 29, 2004 and is domiciled in the United States.

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Key Statistics

Market Cap
$288.37M
P/E Ratio
22.60
52-Week High
$12.67
52-Week Low
$10.34
Avg Volume
127.30K
Beta
0.44
Dividend Yield
7.74%

Data provided by Yahoo Finance via yfinance. Updated daily.

Company Info

Exchange
NYSE
Country
United States