StockVS

Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) 株式分析

金融サービス

Eaton Vance Tax-Managed Buy-Write Opportunities Fund

$14.65

+$0.08 (+0.55%)

最終更新日: 2026年5月26日

株価推移

分析

企業概要

Eaton Vance Tax-Managed Buy-Write Opportunities Fund is a closed-ended equity mutual fund established and managed by Eaton Vance Management, with co-management responsibilities held by Parametric Portfolio Associates LLC. This financial entity operates within the Financial Services sector, specifically targeting the Asset Management industry, where it seeks to generate returns by investing in public equity markets across the United States. The company's total market capitalization stands at $1.65 billion, while its trailing twelve-month revenue is recorded at $19.94 million; however, specific employee count data is not available in the current dataset. These valuation figures, particularly the $1.65 billion market cap, indicate the fund's significant scale relative to other closed-ended funds, suggesting a substantial asset base under management despite the relatively modest annual revenue figure.

財務健全性

The fund reported a trailing twelve-month revenue of $19.94 million, generating a net income of $221.47 million, while EBITDA data is not available for this specific reporting period. The substantial gap between the revenue figure of $19.94 million and the net income of $221.47 million reveals a highly leveraged cost structure where income significantly exceeds the stated revenue, likely due to the fund's specific accounting treatment for buy-write strategies and tax management features. Free cash flow metrics are not available for this entity, which limits the ability to assess direct operational cash generation but does not preclude financial flexibility inherent in a closed-ended fund structure. The gross margin is reported at 100.0%, indicating that the fund incurs no cost of goods sold typical of product-based businesses, while the operating margin sits at 1.3% and the profit margin reaches an anomalous 1110.8%, reflecting the unique income recognition patterns of asset management vehicles. On the balance sheet, the fund holds $27,477 in cash and maintains $0 in debt, resulting in a debt-to-equity ratio that is not applicable; this composition signifies a conservative financial posture with no interest-bearing liabilities. The current ratio is calculated at 0.26, a figure that suggests the fund's liquid assets are significantly lower than its current liabilities, a condition common for closed-ended funds that rely on capital raises rather than operational liquidity. Return on Equity stands at 12.4%, demonstrating effective utilization of shareholder equity, whereas Return on Assets is 0.1%, indicating that the asset base required to generate returns is substantial relative to the income produced.

バリュエーション評価

The fund's trailing twelve-month P/E ratio is 7.42, while the forward P/E ratio is not available, implying that the market is valuing current earnings without projecting a specific earnings trajectory for the immediate future. The price-to-book ratio is 0.90, which indicates that the fund is trading at a discount to its net asset value, suggesting the market values the fund's assets below their book value. Alternative valuation metrics include a price-to-sales ratio of 82.51 and an EV/EBITDA ratio that is not available, figures that suggest the market places a premium on the fund's earnings power relative to its sales, despite the high sales multiple. The stock's 52-week high is $14.83 and the 52-week low is $11.51, meaning the current price sits within this historical range, reflecting recent market volatility and investor sentiment toward the asset class. The beta value is 0.85, indicating that the fund's price volatility is lower than the broader market, suggesting it moves less aggressively than the overall equity index during periods of market fluctuation.

Growth & Income

Revenue growth year-over-year is -8.1%, while earnings growth year-over-year is 36.2%, showing that earnings are growing significantly faster than revenue, which implies that the fund's income recognition or tax management strategies are driving profitability despite a contraction in top-line revenue figures. As a closed-ended fund, the company pays a dividend yield of 8.5% with a payout ratio of 62.7%, and this payout ratio is considered sustainable given the high level of reported net income relative to the fund's operational scale. Since the fund is not a traditional operating company reinvesting for organic expansion, it distributes a portion of its income rather than retaining earnings for growth. Overall, the growth and income profile is characterized by negative revenue growth paired with strong earnings expansion and a high-yielding dividend distribution suitable for income-focused investors.

同業他社比較

Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) は資産運用業界で事業を展開しています。時価総額による最も近い同業他社との比較は以下の通りです:

企業名 ティッカー 時価総額 PER
Eaton Vance Tax-Managed Buy-Write Opportunities Fund ETV $1.71B 7.7
BlackRock, Inc. BLK $167.25B 27.1
Blackstone Inc. BX $144.37B 30.3
Brookfield Corporation BN.TO $142.06B 89.6

資産運用業界の平均PERは28.6倍です。Eaton Vance Tax-Managed Buy-Write Opportunities FundのPERは7.7です。

この分析はAIによって生成されたものであり、情報提供のみを目的としています。投資アドバイスではありません。データは遅延または不正確な場合があります。投資判断を行う前に、必ずご自身で調査を行い、資格を持つファイナンシャルアドバイザーにご相談ください。

Eaton Vance Tax-Managed Buy-Write Opportunities Fundについて

Eaton Vance Tax-Managed Buy-Write Opportunities Fund is a closed-ended equity mutual fund launched and managed by Eaton Vance Management. It is co-managed by Parametric Portfolio Associates LLC. The fund invests in the public equity markets of the United States. It seeks to invest in stocks of companies operating across diversified sectors. The fund also writes call options on one or more U.S. indices on a substantial portion of the value of its common stock portfolio. It benchmarks the performance of its portfolio against the S&P 500 Index, the CBOE S&P 500 BuyWrite Index, the NASDAQ-100 Index, and the CBOE NASDAQ-100 BuyWrite Index. Eaton Vance Tax-Managed Buy-Write Opportunities Fund was formed on June 30, 2005 and is domiciled in the United States.

企業説明は英語で表示されています。

ウェブサイトを見る →

主要指標

時価総額
$1.71B
PER
7.71
52週高値
$14.83
52週安値
$13.13
平均出来高
176.41K
ベータ
0.85
配当利回り
8.13%

データはYahoo Financeよりyfinance経由で提供。毎日更新。

企業情報

取引所
NYSE
United States