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Eaton Vance Tax-Advantaged Glob (ETG) Stock Analysis

HoldModerate Confidence

Financial Services · Asset Management

Eaton Vance Tax-Advantaged Global Dividend Income Fund is a closed ended equity mutual fund launched and managed by Eaton Vance Management. The fund invests in public equity markets across the globe. It seeks to invest in stocks of companies operating across diversified sectors.... Read more

$20.38+11.8% upside
Score 6.7/10Target $22.79Reward/Risk 2.4:1

TrendMatrix rates Eaton Vance Tax-Advantaged Glob (ETG) as Hold with moderate confidence. The stock trades at $20.38 with +11.8% upside to the $22.79 price target. Overall score: 6.7/10 across 10 analysis dimensions. Reward/risk ratio: 2.4:1.

Passes 2/4 gates (clean insider activity, no SEC red flags). Fails on weak momentum. Suitability: aggressive.

Val8.0Qual6.3Grw10.0Mom1.6Sent5.0Ins4.7Peer5.9Tech8.0Risk8.06.7OVERALL

Investment Thesis

+ Attractive valuation
+ Strong growth profile
+ Margin of safety: 68%
- Negative momentum
- Below 200-day MA

Fundamentals

P/E (TTM)4.7
P/E (Fwd)
Mkt Cap$1.5B
EV/EBITDA
Profit Mgn368.9%
ROE19.5%
Rev Growth44.2%
Beta1.17
Dividend7.64%
Analysts
Frequently Asked Questions
Is ETG stock a buy right now?

TrendMatrix rates Eaton Vance Tax-Advantaged Glob (ETG) as Hold with moderate confidence. Score 6.7/10.

What is the ETG stock price target?

Take-profit target: $22.79 (+11.8% upside). Reward/risk ratio: 2.4:1. Stop-loss: $19.36.

What are the risks of investing in ETG?

Negative momentum; Below 200-day MA.

Is ETG overvalued or undervalued?

Eaton Vance Tax-Advantaged Glob trades at a P/E of 4.7 (forward N/A). TrendMatrix value score: 8.0/10. Verdict: Hold.

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What does Eaton Vance Tax-Advantaged Glob do?Eaton Vance Tax-Advantaged Global Dividend Income Fund is a closed ended equity mutual fund launched and managed by...

Eaton Vance Tax-Advantaged Global Dividend Income Fund is a closed ended equity mutual fund launched and managed by Eaton Vance Management. The fund invests in public equity markets across the globe. It seeks to invest in stocks of companies operating across diversified sectors. The fund primarily invests in dividend paying value stocks of companies. It employs fundamental analysis to create its portfolio. The fund benchmarks the performance of its portfolio against the MSCI World Index. Eaton Vance Tax-Advantaged Global Dividend Income Fund was formed on November 14, 2003 and is domiciled in the United States.

Related stocks: WT (WisdomTree, Inc.) · GDV (Gabelli Dividend & Income Trust) · CLM (Cornerstone Strategic Value Fd) · VCTR (Victory Capital Holdings, Inc. ) · JHG (Janus Henderson Group plc)
26 OVERSOLD
<20d<50d<200dGOLDEN CROSSSupp $19.96Res $23.26

Price Targets

$19
$23
Upside+11.8%
Reward/Risk2.4:1

Position Sizing

ConvictionNONE
Suggested %0.5%
Max %1%
RegimeRISK_OFF

Risk Alerts

! MOMENTUM:1.6<5.0
Suitability: Aggressive
Insider activity: OK
No SEC red flags
Risk/Reward UPSIDE_EXHAUSTED (upside=0.0%)
Momentum 1.6<5.0