Eaton Vance National Municipal Opportunities Trust (EOT)

Analysis: Growth Rates Industry: Asset Management Sector: Financial Services Live Price: $17.47

Enterprise Value

Metric / Stat	3Y	5Y	10Y
Stock Price
Avg YoY	-2.86%	-7.08%	-2.87%
Slope	-3.01%	-7.69%	-3.18%
CAGR	-2.93%	-7.25%	-3.20%
LSR	-2.93%	-7.17%	-3.23%
Market Capitalization
Avg YoY	-3.17%	-7.23%	-2.94%
Slope	-3.32%	-7.81%	-3.21%
CAGR	-3.23%	-7.39%	-3.27%
LSR	-3.23%	-7.28%	-3.26%
(-) Cash & Equivalents
Avg YoY	-100.00%	-47.98%	-36.70%
Slope	-148.86%	-60.20%	2.82%
CAGR	-93.83%	-78.51%	-43.79%
LSR	—	—	—
(+) Total Debt
Avg YoY	-0.12%	22.42%	7.22%
Slope	-0.17%	17.21%	14.15%
CAGR	-0.17%	15.50%	—
LSR	-0.17%	20.69%	—
Enterprise Value
Avg YoY	-1.69%	-4.49%	-1.23%
Slope	-1.72%	-4.32%	-1.93%
CAGR	-1.70%	-4.66%	-1.57%
LSR	-1.70%	-4.09%	-1.94%

Income Statement

Metric / Stat	3Y	5Y	10Y
Revenue
Avg YoY	-125.71%	-97.43%	-12.74%
Slope	537.57%	-41.01%	-23.64%
CAGR	—	-31.48%	-12.56%
LSR	—	—	—
Cost of Revenue
Avg YoY	-100.00%	-25.67%	-11.19%
Slope	-51.59%	-23.64%	-8.83%
CAGR	-30.13%	-11.81%	-6.92%
LSR	—	—	—
Gross Profit
Avg YoY	-122.75%	-98.91%	17.18%
Slope	2,143.01%	-53.90%	-28.50%
CAGR	—	-34.26%	-13.67%
LSR	—	—	—
Gross Margin
Avg YoY	-19.26%	-2.19%	1.85%
Slope	-21.05%	-4.55%	2.70%
CAGR	-19.31%	-4.06%	-1.27%
LSR	-19.31%	-4.86%	2.55%
SG&A Expenses
Avg YoY	8.12%	5.18%	3.85%
Slope	7.75%	4.06%	2.66%
CAGR	7.89%	5.01%	3.62%
LSR	7.89%	4.03%	2.71%
Operating Expenses
Avg YoY	7.74%	4.82%	-8.25%
Slope	7.41%	3.83%	-35.81%
CAGR	7.54%	4.67%	-27.50%
LSR	7.54%	3.79%	-14.25%
Operating Income (EBIT)
Avg YoY	-129.62%	1,200.96%	-76.87%
Slope	827.95%	402.23%	-17.09%
CAGR	—	—	-10.54%
LSR	—	—	—
Operating Margin
Avg YoY	-14.86%	1,076.46%	-49.44%
Slope	-16.11%	44.40%	10.03%
CAGR	-15.57%	—	2.31%
LSR	-15.57%	—	—
Interest Income
Avg YoY	4.54%	2.20%	-1.84%
Slope	4.32%	2.78%	10.61%
CAGR	4.47%	2.12%	—
LSR	4.47%	2.79%	—
Interest Expense
Avg YoY	38.66%	103.45%	47.62%
Slope	20.82%	45.69%	23.35%
CAGR	27.77%	70.93%	—
LSR	27.77%	88.72%	—
Net Interest Income
Avg YoY	2.72%	-0.03%	-2.79%
Slope	2.68%	-0.01%	9.92%
CAGR	2.72%	-0.07%	—
LSR	2.72%	0.00%	—
Other Income / Expense
Avg YoY	2.72%	-926.83%	81,970,703.95%
Slope	2.68%	-27.10%	5.22%
CAGR	2.72%	-24.84%	—
LSR	2.72%	—	—
Unusual Items
Avg YoY	2.72%	-926.83%	81,970,703.95%
Slope	-2.68%	27.10%	-5.22%
CAGR	—	—	—
LSR	—	—	—
EBT excl. Unusual
Avg YoY	-720.07%	-411.36%	388.75%
Slope	70.41%	-32.30%	-1.46%
CAGR	—	-28.88%	4.15%
LSR	—	—	—
Pre-Tax Income
Avg YoY	-129.62%	-99.80%	134.04%
Slope	827.95%	-55.41%	-16.49%
CAGR	—	-36.58%	-10.54%
LSR	—	—	—
Pre-Tax Margin
Avg YoY	-14.86%	-6.69%	267.01%
Slope	-16.11%	-6.00%	6.00%
CAGR	-15.57%	-7.44%	2.31%
LSR	-15.57%	-6.39%	16.45%
Income Tax Expense
Avg YoY	—	—	-71.99%
Slope	—	—	25.95%
CAGR	—	—	—
LSR	—	—	—
Net Income
Avg YoY	-129.62%	-99.80%	134.04%
Slope	827.95%	-55.41%	-16.49%
CAGR	—	-36.58%	-10.54%
LSR	—	—	—
Net Margin
Avg YoY	-14.86%	-6.69%	267.01%
Slope	-16.11%	-6.00%	6.00%
CAGR	-15.57%	-7.44%	2.31%
LSR	-15.57%	-6.39%	16.45%
EBITDA
Avg YoY	-129.62%	1,200.96%	-76.87%
Slope	827.95%	402.23%	-17.09%
CAGR	—	—	-10.54%
LSR	—	—	—
EBITDA Margin
Avg YoY	-14.86%	1,076.46%	-49.44%
Slope	-16.11%	44.40%	10.03%
CAGR	-15.57%	—	2.31%
LSR	-15.57%	—	—
NOPAT
Avg YoY	-129.62%	1,200.96%	-76.87%
Slope	827.95%	402.23%	-17.09%
CAGR	—	—	-10.54%
LSR	—	—	—
NOPAT Margin
Avg YoY	-14.86%	1,076.46%	-49.44%
Slope	-16.11%	44.40%	10.03%
CAGR	-15.57%	—	2.31%
LSR	-15.57%	—	—
Owner's Earnings
Avg YoY	-129.62%	-99.80%	134.04%
Slope	827.95%	-55.41%	-16.49%
CAGR	—	-36.58%	-10.54%
LSR	—	—	—
Owner's Earnings Margin
Avg YoY	-14.86%	-6.69%	267.01%
Slope	-16.11%	-6.00%	6.00%
CAGR	-15.57%	-7.44%	2.31%
LSR	-15.57%	-6.39%	16.45%
EPS (Basic)
Avg YoY	-129.62%	-99.57%	134.83%
Slope	827.95%	-56.70%	-16.57%
CAGR	—	-36.88%	-10.80%
LSR	—	—	—
EPS (Diluted)
Avg YoY	-129.72%	-99.62%	134.80%
Slope	833.42%	-56.93%	-16.61%
CAGR	—	-36.98%	-10.87%
LSR	—	—	—
Shares (Basic)
Avg YoY	0.00%	0.48%	0.30%
Slope	0.00%	0.38%	0.40%
CAGR	0.00%	0.47%	0.30%
LSR	0.00%	0.38%	0.40%
Shares (Diluted)
Avg YoY	0.31%	0.63%	0.37%
Slope	0.31%	0.50%	0.44%
CAGR	0.31%	0.63%	0.37%
LSR	0.31%	0.50%	0.44%

Balance Sheet

Metric / Stat	3Y	5Y
Cash & Cash Equivalents
Avg YoY	-100.00%	-47.98%
Slope	-148.86%	-60.20%
CAGR	-93.83%	-78.51%
LSR	—	—
Cash & Short-Term Investments
Avg YoY	-100.00%	-47.98%
Slope	-148.86%	-60.20%
CAGR	-93.83%	-78.51%
LSR	—	—
Net Receivables
Avg YoY	-4.53%	0.14%
Slope	-4.84%	-2.07%
CAGR	-4.65%	-0.37%
LSR	-4.65%	-2.02%
Other Current Assets
Avg YoY	-54.67%	-49.70%
Slope	78.67%	54.81%
CAGR	—	—
LSR	—	—
Total Current Assets
Avg YoY	-100.00%	-100.00%
Slope	-36.12%	37.96%
CAGR	-21.78%	—
LSR	—	—
Long-Term Investments
Avg YoY	-49.02%	-26.17%
Slope	-74.27%	-26.04%
CAGR	—	—
LSR	—	—
Other Non-Current Assets
Avg YoY	-97.37%	-721.57%
Slope	288.16%	42.77%
CAGR	—	106.32%
LSR	—	—
Other Assets
Avg YoY	-100.00%	-61.00%
Slope	0.00%	53.72%
CAGR	—	—
LSR	—	—
Total Non-Current Assets
Avg YoY	-4.61%	-36.93%
Slope	73.23%	-3.09%
CAGR	—	-2.93%
LSR	—	—
Total Assets
Avg YoY	2,229.17%	1,088.59%
Slope	71.29%	-2.74%
CAGR	564.28%	-2.60%
LSR	564.28%	-2.16%
Accounts Payable
Avg YoY	450.12%	514.12%
Slope	61.78%	0.03%
CAGR	207.37%	50.04%
LSR	207.37%	26.21%
Short-Term Debt
Avg YoY	-100.00%	-100.00%
Slope	0.00%	50.00%
CAGR	—	—
LSR	—	—
Deferred Revenue
Avg YoY	78.31%	78.31%
Slope	32.85%	-39.05%
CAGR	—	—
LSR	—	—
Other Current Liabilities
Avg YoY	123.43%	274.06%
Slope	27.43%	32.49%
CAGR	—	—
LSR	—	—
Total Current Liabilities
Avg YoY	-744.91%	-289.50%
Slope	287.46%	197.40%
CAGR	—	—
LSR	—	—
Long-Term Debt
Avg YoY	-0.17%	22.40%
Slope	-0.17%	17.02%
CAGR	-0.17%	15.50%
LSR	-0.17%	20.41%
Other Non-Current Liabilities
Avg YoY	-100.00%	-3.36%
Slope	152.73%	39.92%
CAGR	—	—
LSR	—	—
Total Non-Current Liabilities
Avg YoY	0.03%	0.03%
Slope	75.01%	75.00%
CAGR	—	—
LSR	—	—
Total Liabilities
Avg YoY	-2,652.36%	-1,243.22%
Slope	79.95%	77.32%
CAGR	—	—
LSR	—	—
Common Stock
Avg YoY	-0.31%	-0.15%
Slope	-0.31%	-0.12%
CAGR	-0.31%	-0.15%
LSR	-0.31%	-0.12%
Retained Earnings
Avg YoY	26.50%	-48.27%
Slope	-17.04%	-383.40%
CAGR	—	—
LSR	—	—
Accumulated OCI
Avg YoY	—	-100.00%
Slope	—	-100.00%
CAGR	—	—
LSR	—	—
Total Shareholders’ Equity
Avg YoY	26.99%	-52.00%
Slope	-17.26%	-184.34%
CAGR	—	—
LSR	—	—
Total Equity
Avg YoY	26.99%	-52.00%
Slope	-17.26%	-184.34%
CAGR	—	—
LSR	—	—
Total Liabilities & Equity
Avg YoY	-173.42%	-153.73%
Slope	135.13%	-35.41%
CAGR	—	-25.38%
LSR	—	—
Tangible Assets
Avg YoY	2,229.17%	1,088.59%
Slope	71.29%	-2.74%
CAGR	564.28%	-2.60%
LSR	564.28%	-2.16%
Tangible Equity
Avg YoY	26.99%	-52.00%
Slope	-17.26%	-184.34%
CAGR	—	—
LSR	—	—
Tangible Book Value
Avg YoY	26.99%	-52.00%
Slope	-17.26%	-184.34%
CAGR	—	—
LSR	—	—
Total Investments
Avg YoY	-49.02%	-26.17%
Slope	-74.27%	-26.04%
CAGR	—	—
LSR	—	—
Net Debt
Avg YoY	11.50%	54.86%
Slope	9.54%	33.21%
CAGR	10.52%	44.16%
LSR	10.52%	50.96%

Capital Structure

Metric / Stat	3Y	5Y
Working Capital
Avg YoY	-195.58%	-210.97%
Slope	-85.30%	-23.80%
CAGR	-40.92%	-20.19%
LSR	—	—
Total Capital
Avg YoY	-1.00%	-3.03%
Slope	-1.03%	-2.66%
CAGR	-1.03%	-3.08%
LSR	-1.03%	-2.58%
Capital Employed
Avg YoY	-1.12%	-3.02%
Slope	-1.16%	-2.58%
CAGR	-1.16%	-3.08%
LSR	-1.16%	-2.51%
Invested Capital
Avg YoY	0.15%	-2.13%
Slope	0.09%	-1.69%
CAGR	0.09%	-2.19%
LSR	0.09%	-1.65%

Cash Flow

Metric / Stat	3Y	5Y	10Y
Net Income
Avg YoY	62.99%	-7.38%	175.80%
Slope	833.42%	-56.93%	-16.61%
CAGR	—	-36.98%	-10.87%
LSR	—	—	—
Change in Working Capital
Avg YoY	41.31%	41.31%	-8.68%
Slope	157.74%	2.58%	-51.42%
CAGR	-19.30%	—	—
LSR	—	—	—
Accounts Receivable
Avg YoY	1.15%	1.15%	-27.43%
Slope	175.78%	8.59%	-252.01%
CAGR	-73.43%	—	—
LSR	—	—	—
Accounts Payable
Avg YoY	-12.79%	-12.79%	10.70%
Slope	137.67%	-4.11%	21.58%
CAGR	-54.32%	—	-11.24%
LSR	—	—	—
Other Working Capital
Avg YoY	-120.07%	-120.07%	-26.85%
Slope	-178.33%	-9.44%	5.88%
CAGR	—	—	—
LSR	—	—	—
Other Non-Cash Items
Avg YoY	-282.38%	-130.07%	-29.22%
Slope	518.92%	192.19%	-89.54%
CAGR	—	—	—
LSR	—	—	—
Net Cash from Operating Activities
Avg YoY	82.30%	82.30%	25.64%
Slope	738.91%	296.30%	-27.68%
CAGR	—	—	-4.14%
LSR	—	—	—
Purchases of Investments
Avg YoY	25.19%	25.19%	2.64%
Slope	28.53%	-40.49%	-20.83%
CAGR	-26.77%	—	16.05%
LSR	-26.77%	—	—
Sales / Maturities of Investments
Avg YoY	-15.75%	-15.75%	-5.37%
Slope	-18.89%	43.70%	18.15%
CAGR	-18.99%	—	11.19%
LSR	-18.99%	—	—
Net Cash from Investing Activities
Avg YoY	350.32%	350.32%	196.23%
Slope	186.21%	12.07%	-423.63%
CAGR	—	—	—
LSR	—	—	—
Net Debt Issuance
Avg YoY	-315.98%	-315.98%	-177.32%
Slope	-162.94%	-4.31%	57.86%
CAGR	—	—	—
LSR	—	—	—
Long-Term Debt Issuance
Avg YoY	-99.46%	-99.46%	-32.97%
Slope	-148.39%	0.54%	57.64%
CAGR	—	—	—
LSR	—	—	—
Short-Term Debt Issuance
Avg YoY	—	—	—
Slope	-150.00%	-100.00%	-54.55%
CAGR	—	—	—
LSR	—	—	—
Net Dividends Paid
Avg YoY	-3.18%	-3.18%	16.36%
Slope	-3.12%	-51.04%	7.95%
CAGR	3.13%	—	-2.86%
LSR	3.13%	—	—
Common Dividends Paid
Avg YoY	-3.18%	-3.18%	16.36%
Slope	-3.12%	-51.04%	7.95%
CAGR	3.13%	—	-2.86%
LSR	3.13%	—	—
Other Financing Activities
Avg YoY	-97.86%	-97.86%	-28.87%
Slope	-143.83%	2.06%	67.18%
CAGR	—	—	—
LSR	—	—	—
Net Cash from Financing Activities
Avg YoY	-122.11%	-122.11%	-32.94%
Slope	-211.75%	-120.58%	22.33%
CAGR	—	—	-5.88%
LSR	—	—	—
Effect of FX on Cash
Avg YoY	-100.00%	-100.00%	-100.00%
Slope	-150.00%	0.00%	30.30%
CAGR	—	—	—
LSR	—	—	—
Net Change in Cash
Avg YoY	100.00%	-48.21%	-21.47%
Slope	151.15%	-27.44%	-235.29%
CAGR	—	—	-43.73%
LSR	—	—	—
Cash at Beginning of Period
Avg YoY	-100.00%	-28.40%	1,923.23%
Slope	-150.00%	-51.43%	8.73%
CAGR	—	—	—
LSR	—	—	—
Cash at End of Period
Avg YoY	—	-71.98%	-85.99%
Slope	150.00%	-81.79%	-10.61%
CAGR	—	-78.51%	-43.79%
LSR	—	—	—
Operating Cash Flow
Avg YoY	82.30%	82.30%	25.64%
Slope	738.91%	296.30%	-27.68%
CAGR	—	—	-4.14%
LSR	—	—	—
Capital Expenditure
Avg YoY	-100.00%	-100.00%	-100.00%
Slope	0.00%	50.00%	42.42%
CAGR	—	—	—
LSR	—	—	—
Free Cash Flow
Avg YoY	82.30%	82.30%	25.64%
Slope	738.91%	296.30%	-27.68%
CAGR	—	—	-4.14%
LSR	—	—	—

Free Cash Flow

Metric / Stat	3Y	5Y	10Y
EBITDA
Avg YoY	56.10%	0.09%	168.24%
Slope	3,687.27%	-108.28%	-15.27%
CAGR	—	-46.51%	-11.02%
LSR	—	—	—
Change In Working Capital
Avg YoY	41.31%	41.31%	-8.68%
Slope	157.74%	2.58%	-51.42%
CAGR	—	—	—
LSR	—	—	—
Capital Expenditure
Avg YoY	-100.00%	-100.00%	-100.00%
Slope	0.00%	50.00%	42.42%
CAGR	—	—	—
LSR	—	—	—
Unlevered Free Cash Flow
Avg YoY	56.55%	0.47%	167.48%
Slope	3,446.93%	-108.05%	-14.96%
CAGR	—	-46.17%	-10.60%
LSR	—	—	—
Net Interest After Taxes
Avg YoY	2.41%	-0.64%	-3.31%
Slope	2.37%	-0.52%	9.55%
CAGR	2.41%	-0.69%	—
LSR	2.41%	-0.50%	—
Net Debt Issuance
Avg YoY	-315.98%	-315.98%	-177.32%
Slope	-162.94%	-4.31%	57.86%
CAGR	—	—	—
LSR	—	—	—
Levered Free Cash Flow
Avg YoY	-783.12%	-423.29%	-173.28%
Slope	13.16%	-149.22%	-35.55%
CAGR	—	—	—
LSR	—	—	—