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.
Show full disclosure ▾Hide full disclosure ▴
About TrendMatrix. TrendMatrix is a publisher of general securities research and market commentary. We publish on a regular schedule. All content is the same for every subscriber in a tier — we do not provide personalized investment advice and we do not take into account any individual subscriber's financial situation, investment objectives, risk tolerance, tax situation, or holdings.
Not investment advice. TrendMatrix is not a registered investment adviser. Our content is for informational and educational purposes only. Consult your own licensed investment adviser, broker, or tax professional before making any investment decision.
Conflicts and positions. The TrendMatrix editorial team frequently holds personal long-term positions in securities discussed. We disclose positions held at the time of publication on each piece. We maintain a trading-window policy: we do not initiate or close positions in the same direction as a TrendMatrix publication within 24 hours before or 72 hours after publication.
No paid promotion. TrendMatrix does not accept payment from any issuer, broker, or third party in exchange for coverage of any security. Our sole compensation is subscription revenue.
No fiduciary duty. No fiduciary, advisory, or agency relationship is created between you and TrendMatrix by reading our content or subscribing to our service.
Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.
VerdictHOLD
Overall score5.8/10
ConfidenceMEDIUM
MacroNEUTRAL
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
6.3/10data confidence 100%| Component | Sub-score |
|---|---|
| RSI | 5.5 |
| MACD | 6.5 |
| OBV | 10.0 |
| MA position | 8.0 |
| Volume | 1.3 |
- ▸Volume accumulation (rising OBV)
- ▸Above 200-MA but MA slope flat
Sentiment
5.0/10data confidence 33%| Component | Sub-score |
|---|---|
| Analyst rating | 5.0 |
Insider
5.0/10data confidence 50%Peer rank
7.1/10data confidence 80%| Component | Sub-score |
|---|---|
| value rank | 9.0 |
| quality rank | 9.1 |
| growth rank | 5.4 |
- ▸Attractive P/E vs peers
- ▸Superior ROE vs peers
Technical
4.6/10data confidence 100%| Component | Sub-score |
|---|---|
| bollinger | 2.5 |
| support resistance | 1.9 |
| 52w position | 9.3 |
Risk (lower is worse)
8.3/10data confidence 60%| Component | Sub-score |
|---|---|
| days to cover | 10.0 |
| volatility | 7.7 |
| beta | 7.1 |
Catalyst
5.5/10data confidence 25%| Component | Sub-score |
|---|---|
| dividend safety | 5.5 |
- ▸Dividend: 816.0%
How the verdict was assembled
Engine trigger
Mixed signals. Hold existing position.
Engine technical detail
verdict_path:
L4:PATH_F_HOLD_DEFAULTPassed (7)
- MOMENTUM:6.3>=5.5
- INSIDER:OK
- 8K:CLEAN
- NEWS_EVENTS:NONE_RECENT
- EARNINGS_PROXIMITY:NO_DATE
- SEMI_CYCLE_PEAK:CLEAR
- MATERIALS_CYCLE_PEAK:CLEAR
Failed (0)
none
Warning (1)
- ASYMMETRY:UPSIDE_EXHAUSTED (upside=0.0%)
Reward-to-Risk
0.00
Upside
+0.0%
Downside
5.0%
Sizing output
AVOID
SetupBreakout — Golden cross, above all MAs, RSI 56, MACD bullish
EdgeNo clear edge — No clear edge identified
SuitabilityAggressive — MCap $2.3B<$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: MOMENTUM:6.3>=5.5. 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 8.3, and Peer rank at 7.1; the weakest are Growth at 3.0, Quality at 4.1, and Technical at 4.6. The V9 engine cleared all gates with 1 warning, producing an asymmetric reward-to-risk of 0.00 and an engine sizing output of AVOID.