Value
10.0/10data confidence 20%| Component | Sub-score |
|---|---|
| P/E | 10.0 |
- ▸Attractively valued
ETY · Why this verdict
Why Eaton Vance Tax-Managed Diversi (ETY) is rated HOLD
Updated
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Editorial policy
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VerdictHOLD
Overall score5.8/10
ConfidenceMEDIUM
MacroRISK_OFF
Per-dimension breakdown
Quality
4.1/10data confidence 100%| Component | Sub-score |
|---|---|
| ROE | 6.3 |
| ROA | 0.0 |
| Gross margin | 10.0 |
| Op margin | 0.0 |
| Current ratio | 2.0 |
| Moat | 6.2 |
| Piotroski F | 4.4 |
Growth
3.0/10data confidence 33%| Component | Sub-score |
|---|---|
| Rev growth | 3.0 |
Momentum
4.4/10data confidence 100%| Component | Sub-score |
|---|---|
| RSI | 4.5 |
| MACD | 3.6 |
| OBV | 10.0 |
| MA position | 2.0 |
| Volume | 1.7 |
- ▸Volume accumulation (rising OBV)
- ▸Below 200-MA (recent, shallow — too early to call)
Sentiment
5.0/10data confidence 33%| Component | Sub-score |
|---|---|
| Analyst rating | 5.0 |
Insider
5.0/10data confidence 50%Peer rank
6.5/10data confidence 80%| Component | Sub-score |
|---|---|
| value rank | 7.7 |
| quality rank | 8.6 |
| growth rank | 4.8 |
- ▸Best-in-class margins
Technical
7.0/10data confidence 100%| Component | Sub-score |
|---|---|
| bollinger | 6.2 |
| support resistance | 5.7 |
| 52w position | 9.0 |
Risk (lower is worse)
8.9/10data confidence 60%| Component | Sub-score |
|---|---|
| days to cover | 10.0 |
| volatility | 9.6 |
| beta | 7.0 |
Catalyst
7.0/10data confidence 25%| Component | Sub-score |
|---|---|
| dividend safety | 7.0 |
- ▸Dividend: 8.6%
How the verdict was assembled
Engine trigger
Mixed signals. Hold existing position.
Engine technical detail
verdict_path:
L4:PATH_F_HOLD_DEFAULTPassed (6)
- INSIDER:OK
- 8K:CLEAN
- NEWS_EVENTS:NONE_RECENT
- EARNINGS_PROXIMITY:NO_DATE
- SEMI_CYCLE_PEAK:CLEAR
- MATERIALS_CYCLE_PEAK:CLEAR
Failed (1)
- MOMENTUM:4.4<4.5
Warning (1)
- ASYMMETRY:UPSIDE_EXHAUSTED (upside=0.0%)
Reward-to-Risk
0.00
Upside
+0.0%
Downside
5.0%
Sizing output
AVOID
SetupRange Bound — RSI 43 mid-range, Bollinger mid-band
EdgeNo clear edge — No clear edge identified
SuitabilityAggressive — MCap $2.2B<$5B
Investment implication
The default F-path HOLD fired without any positive-conviction gate triggering — no momentum acceleration, no quality+value crossover, no setup recognition. Highest-clear gate: INSIDER:OK. Top dim: Value at 10.0; weakest: Growth at 3.0. The engine's read is one of pattern absence — no directional conviction in either direction at current asymmetry.
The strongest dimensions are Value at 10.0, Risk (lower is worse) at 8.9, and Technical at 7.0; the weakest are Growth at 3.0, Quality at 4.1, and Momentum at 4.4. 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.