Value
7.6/10data confidence 33%| Component | Sub-score |
|---|---|
| P/E | 9.5 |
| PEG | 6.3 |
- ▸PEG: 1.17
- ▸Attractively valued
ETY · Why this verdict
Why Eaton Vance Tax-Managed Diversi (ETY) is rated SELL
Updated
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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VerdictSELL
Overall score5.1/10
ConfidenceMEDIUM
MacroNEUTRAL
Per-dimension breakdown
Quality
3.6/10data confidence 100%| Component | Sub-score |
|---|---|
| ROE | 4.2 |
| ROA | 0.0 |
| Gross margin | 10.0 |
| Op margin | 0.0 |
| Current ratio | 0.7 |
| Moat | 5.6 |
| Piotroski F | 4.4 |
Growth
2.8/10data confidence 67%| Component | Sub-score |
|---|---|
| Rev growth | 2.4 |
| EPS growth | 3.3 |
- ▸Declining revenue: -0%
Momentum
3.3/10data confidence 100%| Component | Sub-score |
|---|---|
| RSI | 3.5 |
| MACD | 2.6 |
| OBV | 5.1 |
| MA position | 2.2 |
| Volume | 3.1 |
- ▸Below 200-MA but MA still rising (+0.1%/30d) — pullback in uptrend, not confirmed weakness
Sentiment
5.0/10data confidence 33%| Component | Sub-score |
|---|---|
| Analyst rating | 5.0 |
Insider
5.0/10data confidence 50%Peer rank
6.1/10data confidence 80%| Component | Sub-score |
|---|---|
| value rank | 7.3 |
| quality rank | 7.7 |
| growth rank | 4.2 |
- ▸Best-in-class margins
Technical
8.1/10data confidence 100%| Component | Sub-score |
|---|---|
| bollinger | 8.2 |
| support resistance | 7.0 |
| 52w position | 9.1 |
Risk (lower is worse)
8.6/10data confidence 60%| Component | Sub-score |
|---|---|
| days to cover | 10.0 |
| volatility | 8.6 |
| beta | 7.1 |
Catalyst
5.0/10data confidence 25%| Component | Sub-score |
|---|---|
| dividend safety | 5.0 |
- ▸Dividend: 822.0%
How the verdict was assembled
Engine trigger
Quality below minimum threshold.
Engine technical detail
verdict_path:
L1:HARD_BLOCKPassed (6)
- INSIDER:OK
- 8K:CLEAN
- NEWS_EVENTS:NONE_RECENT
- EARNINGS_PROXIMITY:NO_DATE
- SEMI_CYCLE_PEAK:CLEAR
- MATERIALS_CYCLE_PEAK:CLEAR
Failed (1)
- MOMENTUM:3.3<4.5
Warning (1)
- ASYMMETRY:UPSIDE_EXHAUSTED (upside=0.0%)
Reward-to-Risk
0.00
Upside
+0.0%
Downside
5.0%
Sizing output
AVOID
SetupFALLING_KNIFE — Death cross, below all MAs, RSI 38, MACD bearish
EdgeNO_EDGE — No clear edge identified
SuitabilityAGGRESSIVE — MCap $2.3B<$5B
Investment implication
The L1 gate blocked the positive-verdict path: a hard-floor threshold was breached, so dimensional pillars — including Risk (lower is worse) at 8.6 could not lift the engine output above the verdict floor. Failed gate signal: MOMENTUM:3.3<4.5.
The strongest dimensions are Risk (lower is worse) at 8.6, Technical at 8.1, and Value at 7.6; the weakest are Growth at 2.8, Momentum at 3.3, and Quality at 3.6. The V9 engine flagged 1 failed gate with 1 warning, producing an asymmetric reward-to-risk of 0.00 and an engine sizing output of AVOID.