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Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

Eaton Vance Tax-Managed Global Diversified Equity Income Fund

EXGMarket cap $2.88BPrice $9.4

Country🇺🇸United States

SectorFinancials

IndustryCapital Markets

Runs a closed-end fund that buys global dividend-paying stocks while writing call options against them to generate extra income. It pays monthly distributions, trading growth potential for steady cash flow investors chase in volatile markets.

In Bastion Portfolios?

52W Return+9%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)na–

Revenue Forecast

Rev CAGR (1y)na–

Rev CAGR (3y)na–

Rev CAGR (5y)na–

Earnings Forecast

EPS Growth Y+1na–

EPS Growth Y+2na–

EPS Growth Y+3na–

Quality

Margins

EBIT Marginna–

Net Income Marginna–

Free Cash Flow Marginna–

Debt

Net Debt/EBITDAna–

Efficiency

ROEna–

ROAna–

Earnings Stability33

GEAR+

Not enough data to calculate the GEAR+ rating.

Value

Price Multiples

P/E Ratio (Forward)na–

P/E Ratio (Forward 3y)na–

P/BVna–

EV Multiples

EV/EBITDA Fwdna–

EV/EBIT Fwdna–

Yield

Free Cash Flow Yieldna–

Dividend Yield8.4%10

Momentum

Short term

1 month return-5%5

3 month return-2%6

YTD return+5%6

Mid term

Price vs 52wHigh94%9

1 year return+11%6

Long term

3 year return+67%6

5 year return+45%6

Risk Shield

Price Risk

Betana–

Volatility14%10

Free Cash Flow

Free Cash Flow Marginna–

Free Cash Flow Yieldna–

Quality

ROCEna–

Earnings Stability33

Net Debt/EBITDAna–

02Growth

Is it actually growing, and how fast?

EXGEaton Vance Tax-Managed Global Diversified Equity Income Fund

Revenue FY25$420M

GROWTH RATING↗

——

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGRna–

Revenue, next 1Yna–

Revenue, next 3Y, CAGRna–

Revenue, next 5Y, CAGRna–

EARNINGS FORECAST▾SCORE

EPS growth, FY+1na–

EPS growth, FY+2na–

EPS growth, FY+3na–

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE65 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-5%5

3-month return-2%6

YTD return+5%6

MID & LONG-TERM▾SCORE

% of 52-week high94%9

1-year return+11%6

3-year return+67%6

5-year return+45%6

MOMENTUM ASSESSMENT

STRENGTHS

It's up 11% over the past year, now 6% below its 52-week high. That is clearly ahead of the market.

WATCH

Average long-term results. Multi-year returns are middling (+67% over three years and +45% over five), roughly average for the market.

Returns sit at the market level over the past month (-5%), over three months (-2%) and so far this year (+5%).

WEAKNESSES

None flagged.

BOTTOM LINE

Mixed Momentum

Horizons disagree or sit near the middle of the pack. Momentum investors may want a clearer trend before sizing up.

04Value

Are you paying a fair price for it?

Stop guessing on Eaton Vance Tax-Managed Global Diversified Equity Income Fund. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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02Growth

Is it actually growing, and how fast?

EXGEaton Vance Tax-Managed Global Diversified Equity Income Fund

Revenue FY25$420M

GROWTH RATING↗

——

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGRna–

Revenue, next 1Yna–

Revenue, next 3Y, CAGRna–

Revenue, next 5Y, CAGRna–

EARNINGS FORECAST▾SCORE

EPS growth, FY+1na–

EPS growth, FY+2na–

EPS growth, FY+3na–

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE65 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-5%5

3-month return-2%6

YTD return+5%6

MID & LONG-TERM▾SCORE

% of 52-week high94%9

1-year return+11%6

3-year return+67%6

5-year return+45%6

MOMENTUM ASSESSMENT

STRENGTHS

It's up 11% over the past year, now 6% below its 52-week high. That is clearly ahead of the market.

WATCH

Average long-term results. Multi-year returns are middling (+67% over three years and +45% over five), roughly average for the market.

Returns sit at the market level over the past month (-5%), over three months (-2%) and so far this year (+5%).

WEAKNESSES

None flagged.

BOTTOM LINE

Mixed Momentum

Horizons disagree or sit near the middle of the pack. Momentum investors may want a clearer trend before sizing up.

04Value

Are you paying a fair price for it?

Stop guessing on Eaton Vance Tax-Managed Global Diversified Equity Income Fund. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community