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Eaton Vance Senior Floating-Rate Trust (EFR) 股票分析

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Eaton Vance Senior Floating-Rate Trust

$10.48

$-0.02 (-0.19%)

最后更新: 2026年5月26日

价格走势

分析

公司概述

Eaton Vance Senior Floating-Rate Trust operates as a closed-ended fixed income mutual fund that is launched and managed by Eaton Vance Management, primarily investing in the fixed income markets of the United States with a focus on senior, secured floating rate loans. This entity functions within the Financial Services sector and the Asset Management industry, where it generates revenue by managing capital for investors seeking exposure to floating rate debt instruments. The company currently holds a market capitalization of $312.06M and reports annual revenue (TTM) of $48.29M, while the specific employee count is listed as N/A. These financial dimensions indicate that the trust maintains a relatively modest scale compared to large-scale mutual fund complexes, reflecting its status as a specialized vehicle rather than a massive asset management conglomerate.

财务健康

The trust generated revenue of $48.29M over the trailing twelve months with a corresponding net income of $17.22M, while EBITDA figures are not disclosed in the available data. The significant gap between total revenue and net income, where net income is approximately 35.7% of revenue, reveals a highly efficient cost structure where operating expenses are minimized to allow a substantial portion of revenue to convert directly to profit. The company maintains a free cash flow of $7.35M, which indicates a positive cash generation capability that provides a degree of financial flexibility despite the nature of its closed-ended structure. Margin analysis shows a gross margin of 100.0%, reflecting the direct income nature of the fund, an operating margin of 77.8% that highlights strong control over operational costs, and a profit margin of 35.7% that underscores the overall profitability efficiency. On the liability side, the trust holds $8.37M in cash against $110.00M in debt, resulting in a debt-to-equity ratio of 24.90, which suggests a leveraged balance sheet typical of fixed income funds utilizing leverage to amplify returns. The current ratio stands at 0.16, indicating that short-term liquid assets are significantly lower than short-term obligations, a common characteristic for such trusts that rely on continuous investment flows rather than traditional liquidity buffers. Return on Equity is recorded at 3.8% and Return on Assets at 4.0%, metrics that reveal management's effectiveness in generating returns on the capital deployed and the total asset base respectively, though these rates are moderate within the context of asset management.

估值评估

The trailing twelve-month P/E ratio is 18.22, whereas the forward P/E ratio is significantly elevated at 105.70, implying that the market expects earnings to grow substantially in the future to justify such a high multiple or that current earnings do not fully reflect future cash flow potential. The price-to-book ratio is 0.85, indicating that the market values the trust at a discount to its book value, which often occurs in closed-end funds due to structural differences from open-end funds. Alternative valuation metrics including a price-to-sales ratio of 6.46 and an EV/EBITDA of N/A provide additional context, though the lack of EV/EBITDA data limits the ability to assess enterprise value efficiency using that specific metric. The stock's trading range over the past year spans from a 52-week low of $10.11 to a 52-week high of $12.21, meaning the current price sits between these bounds, specifically reflecting the volatility typical of floating rate instruments. The beta is 0.38, which indicates that the price of Eaton Vance Senior Floating-Rate Trust is significantly less volatile than the broader market, exhibiting lower sensitivity to general market fluctuations compared to the standard equity benchmark.

Growth & Income

Revenue growth year-over-year is reported at -16.5%, while earnings growth year-over-year is 2.9%, suggesting that earnings are growing faster than revenue, a divergence that often points to cost-cutting measures or improved operational efficiency despite a decline in top-line income. The trust offers a dividend yield of 7.7% with a payout ratio of 190.0%, indicating that the dividend paid exceeds the current net income generated, which relies on the accretion of assets or other funding sources rather than pure earnings retention. Given the payout ratio exceeding 100%, the company is not reinvesting earnings into growth via dividend retention but rather distributing capital that may include unrealized gains or levered returns, creating a high-income profile rather than a growth-focused reinvestment strategy. Overall, the trust presents a profile characterized by moderate earnings growth offsetting revenue contraction, supported by a high but potentially unsustainable dividend yield derived from a leveraged structure.

同行比较

Eaton Vance Senior Floating-Rate Trust (EFR) 在资产管理行业运营。以下是其与市值最接近的同行的比较:

公司 代码 市值 市盈率
Eaton Vance Senior Floating-Rate Trust EFR $309.41M 18.1
BlackRock, Inc. BLK $167.25B 27.1
Blackstone Inc. BX $144.37B 30.3
Brookfield Corporation BN.TO $142.06B 89.6

资产管理行业平均市盈率为28.6倍。Eaton Vance Senior Floating-Rate Trust的市盈率为18.1。

本分析由AI生成,仅供参考,不构成投资建议。数据可能存在延迟或不准确。在做出投资决策之前,请务必进行自己的研究并咨询合格的财务顾问。

关于Eaton Vance Senior Floating-Rate Trust

Eaton Vance Senior Floating-Rate 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 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 Floating-Rate Trust was formed on November 28, 2003 and is domiciled in the United States.

公司简介以英文显示。

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关键指标

市值
$309.41M
市盈率
18.07
52周最高
$12.21
52周最低
$10.11
平均成交量
164.52K
Beta系数
0.36
股息率
7.67%

数据由Yahoo Finance通过yfinance提供。每日更新。

公司信息

交易所
NYSE
国家
United States