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EA Series Trust (DTAN)
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Upturn Advisory Summary
08/14/2025: DTAN (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
0 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
Analysis of Past Performance
Type Stock | Historic Profit -6.68% | Avg. Invested days 44 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Company Size ETF | Market Capitalization 0 USD | Price to earnings Ratio - | 1Y Target Price - |
Price to earnings Ratio - | 1Y Target Price - | ||
Volume (30-day avg) - | Beta - | 52 Weeks Range 22.76 - 28.97 | Updated Date 02/26/2025 |
52 Weeks Range 22.76 - 28.97 | Updated Date 02/26/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) - |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) - |
Management Effectiveness
Return on Assets (TTM) - | Return on Equity (TTM) - |
Valuation
Trailing PE - | Forward PE - | Enterprise Value - | Price to Sales(TTM) - |
Enterprise Value - | Price to Sales(TTM) - | ||
Enterprise Value to Revenue - | Enterprise Value to EBITDA - | Shares Outstanding - | Shares Floating - |
Shares Outstanding - | Shares Floating - | ||
Percent Insiders - | Percent Institutions - |
Upturn AI SWOT
EA Series Trust
Company Overview
History and Background
EA Series Trust is a registered investment company offering a variety of exchange-traded funds (ETFs). It allows investment managers to launch and operate ETFs under its umbrella structure, simplifying the regulatory and operational burden.
Core Business Areas
- ETF Management Platform: Provides a platform for investment managers to launch, operate, and manage ETFs. EA Series Trust handles regulatory compliance, administrative functions, and operational support.
Leadership and Structure
EA Series Trust operates under a board of trustees responsible for oversight. Specific investment managers are responsible for the day-to-day management of individual ETFs within the trust.
Top Products and Market Share
Key Offerings
- Multiple ETFs: EA Series Trust hosts a range of ETFs covering various asset classes, investment strategies, and market sectors. Market share and individual ETF performance vary widely depending on the specific fund. Competitors include other ETF providers such as State Street (STT), BlackRock (BLK), and Invesco (IVZ).
Market Dynamics
Industry Overview
The ETF industry is experiencing significant growth, driven by increasing investor demand for low-cost, diversified investment options.
Positioning
EA Series Trust positions itself as a cost-effective and efficient platform for launching and managing ETFs, appealing to investment managers seeking to enter the ETF market. The fund provides economies of scale which benefits smaller investment managers.
Total Addressable Market (TAM)
The global ETF market is estimated to be in the trillions of dollars. EA Series Trust's positioning allows it to capture a portion of this TAM by enabling more investment managers to offer ETF products.
Upturn SWOT Analysis
Strengths
- Established ETF platform
- Lower barrier to entry for ETF managers
- Diversified product offerings through multiple managers
- Efficient regulatory and operational infrastructure
Weaknesses
- Dependent on the success of individual ETF managers
- Potential lack of brand recognition compared to larger ETF providers
- Limited control over individual ETF investment strategies
Opportunities
- Continued growth in the ETF market
- Expansion into new asset classes and investment strategies
- Partnerships with established investment firms
- Increasing demand for thematic ETFs
Threats
- Increased competition from larger ETF providers
- Regulatory changes impacting the ETF market
- Market volatility affecting ETF performance
- Potential loss of ETF managers to competitors
Competitors and Market Share
Key Competitors
- STT
- BLK
- IVZ
Competitive Landscape
EA Series Trust has the advantage of allowing smaller investment firms to get into the ETF market but they lack brand recognition to their larger, more established competitors.
Growth Trajectory and Initiatives
Historical Growth: Growth depends on attracting new investment managers and increasing the assets under management (AUM) of existing ETFs.
Future Projections: Future growth depends on the continuing popularity of the ETF market.
Recent Initiatives: Recent initiatives include onboarding new investment managers, expanding the range of available ETFs, and enhancing its platform.
Summary
EA Series Trust offers a streamlined approach for investment managers to launch ETFs, which helps promote a wider and more customized range of funds. Its success depends on attracting skilled investment managers and providing a reliable, cost-effective platform. The company faces stiff competition from larger, more established ETF providers and is vulnerable to regulatory changes. It must continuously innovate and adapt to maintain its position in the market. The company needs to build better brand recognition or strategic partnerships.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Publicly available information on ETFs, ETF industry reports, company websites.
Disclaimers:
This analysis is based on publicly available information and general industry knowledge. Market share data is approximate and may vary depending on the source. EA Series Trust is a platform, so the data on the invidual ETFs is not contained herein.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About EA Series Trust
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date 2024-09-10 | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund will invest in equity securities of publicly listed non-U.S. companies that Sparkline Capital LP believes are attractive relative to its proprietary measure of "intangible-augmented intrinsic value." Under normal circumstances, the fund invests at least 80% of its net assets in equity securities of publicly listed non-U.S. companies, including common stocks and depositary receipts evidencing ownership of common stocks, that satisfy the sub-adviser"s definition of value.
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