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Eaton Vance Senior Floating-Rate Trust
EFR | US
10.49
USD-0.13
-1.22%
EFR | US
About Eaton Vance Senior Floating-Rate Trust
Sector
Financial Services
Industry
Asset Management
Earnings date
30/04/2024
As of date
06/03/2026
Close
10.49
Open
10.56
High
10.70
Low
10.48
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.
View LessEFR | US
Risk
8.3
Sharpe
-1.26
Luna's Score
57/100
Recommendation
Hold
Luna says (EFR | US)
What's Working
Low 6-Month Volatility (<30%)
Low Market Beta (-0.4 to 0.8)
Low Debt to Asset (< 0.2)
Value Stock (Price to Book < 3)
Strong Operating Margin (> 25%)
Strong Revenue Growth (> 10%)
What's not Working
Negative Momentum (Declining Price)
Weakness based on declining price with high volume
Price Below SMA10D
High Short-term Volatility
Smallcap (300M - 2B USD)
Weak Sharpe Ratio (< 0.3)
Volatility Signals
Bullish: Stable Volatility (6-month <= 1-month volatility) is positive for the stock performance.
Risk Meter
10 days
10.7%1 month
8.3%3 months
6.6%6 months
6.3%Returns
Fundamental Ratios
PE
7.51
Fwd. PE
-
Price to book
0.97
Debt to equity
0.26
Debt to assets
0.20
Ent. to EBITDA
-
Ent. to rev.
10.04
PEG
-
Other Fundamentals
EBITDA
-
MarketCap
306.32M
MarketCap(USD)
306.32M
Div. yield
9.85
Op. margin
80.07
Erngs. growth
0.40
Rev. growth
12.10
Ret. on equity
-0.22
Short ratio
1.46
Short perc.
-
Market Sentiment (SMA and Price signals)
Short-term: Bearish (SMA10D < SMA1M)
Intermediate-term: Bearish (SMA1M < SMA3M)
Long-term: Bearish (SMA6M < SMA12M)
SMAs: Stock Price Trends
Range10D
0.49
Range1M
0.68
Range3M
0.88
Volumes: Market Activity
Rel. volume
1.65
Price X volume
2.27M
Peers
Diversifiers
Industry Comparison
| Parameter | Company | Industry | Indicator |
|---|---|---|---|
| Enterprise to EBITDA | - | 332.92 | - |
| Ent. to Revenue | 10.04 | 18.60 | Cheaper |
| PE Ratio | 7.51 | 20.20 | Cheaper |
| Price to Book | 0.97 | 2.63 | Cheaper |
| Dividend Yield | 9.85 | 7.25 | Leader |
| Std. Deviation (3M) | 6.64 | 21.97 | Lower Risk |
| Debt to Equity | 0.26 | 50.50 | Cheaper |
| Debt to Assets | 0.20 | 44.08 | Cheaper |
| Market Cap | 306.32M | 8.59B | Emerging |
