Eaton Vance Senior Floating-Rate Trust
EFRFinancial ServicesNASDAQAsset Management
Scan Results
Daily timeframePart of the financial services sector, Eaton Vance Senior Floating-Rate Trust (EFR) is listed under Asset Management. The $295.8M market capitalization puts EFR squarely in micro-cap range for its industry. The fund invests in the fixed income markets of the United States.
Market Cap
$295.8M
Beta
0.37
P/E (TTM)
19.65
P/E (Fwd)
100.20
EPS (TTM)
$0.51
EPS (Fwd)
$0.10
ROE
3.5%
ROA
3.7%
Cash
$6.4M
Total Debt
$82.0M
Free CF
$24.1M
52W Change
-11.3%
Annual Financials
Cash vs Debt
Where EFR stands vs its 150-day and 200-day moving averages
As of the October 19, 2026 close, EFR finished 0.49% below its 150-day moving average ($10.23) and 0.78% below its 200-day moving average ($10.26). This snapshot is end-of-day data shown with a five-trading-day delay on the free plan; Premium members see readings from the latest close.
Is EFR overbought or oversold?
At the October 19, 2026 close, EFR's RSI(14) was 52.0, in neutral territory (between 30 and 70). The MACD histogram was negative, so short-term momentum leaned bearish at that close. These readings are historical, refresh daily after market close, and are not investment advice.
Eaton Vance Senior Floating-Rate Trust carries $82.0M in total debt against $6.4M in cash reserves — debt is roughly 12.8x the cash position. Managing this leverage effectively will be important for long-term financial stability. Annual free cash flow of $24.1M supports ongoing capital allocation decisions and provides a cushion against unexpected expenses or downturns. ROE of 3.5% points to modest capital efficiency, indicating how much profit the company produces per dollar of shareholder equity. ROA of 3.7% is on the lower side, which is common in asset-heavy industries. Revenue has been uneven over recent years, ranging from -$28.7M to $23.3M.
The relatively low beta of 0.37 suggests EFR is a less volatile holding compared to the broader index. Debt significantly exceeds cash reserves, which means the company's financial flexibility could be constrained during economic downturns. It is important to consider these factors alongside broader market conditions and individual financial goals when reviewing EFR.