Eaton vance tax-managed buy-write income ETB.US Value Analysis
US StockFinancials
(No presentation for ETB)
ETB Value Score
3
24
15
Good Growth
- AI analysis rates ETB with a higher value score of 4.
- It is mainly due to adequate operating cash flow, along with adequate safety shown in the balance sheet.
- Over the past 3 months, ETB has maintained an average value rating of 3.5, higher than the rating of 0.5 over the past 3 years, indicating noticeable improvement in enterprise value.
- Compared to all stocks in the Financials sector, ETB has a higher value rating.
ETB Value Reference Factors
The Value score is derived from various data and factor information, integrated through AI algorithms. The following factors are part of the evaluation used by AI value scores.
No related data records
Update to 2024/11/22 (Weekly Update)
ETB Financial Forecast
Unit : USD
Update to 2025/5/13 (Quarterly Update)
ETB Earnings Table
No related data records
ETB Historical Value Score
You can use historical scores of 3 or above to observe potential performance and make investment decisions.
ETB Value Strategy Backtest
The following backtest is based on specified rules since 2007. Price chart shows buy/sell time, cumulative returns, and backtesting statistics.
Entry
Exit
The Backtest Result of ETB from 2007/01 till Now
- 2.96%
- Cumulative Return
- 0.16%
- Annual Return
- 3.24%
- Volatility
- 0.05
- Sharpe Ratio
Statistics data for entering at or above a Value score of 4 and exiting at or below a Value score of 2 from January, 2007 to May, 2025. (Total Trades: 1)
| ETB | Sector | US Overall Market | |
|---|---|---|---|
| Wining Rate | 100% | 60% | 54% |
| Avg Return | 2.5% | 54% | 75% |
| Avg Profit | 2.5% | 104.9% | 167.9% |
| Avg Loss | - | -21.9% | -34.5% |
| Avg Risk-Reward Ratio | - | 479.7% | 486.6% |
Update to 2025/5/14 (Daily Update)