Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Valuation
- About
EA Series Trust (DTAN)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
10/15/2025: 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.
Analysis of Past Performance
Type Stock | Historic Profit -3.98% | Avg. Invested days 66 | 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 10/15/2025 |
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 that serves as a vehicle for multiple investment portfolios, each with its own investment objective and strategy. It provides a platform for investment advisors to offer their strategies to investors in a pooled investment format.
Core Business Areas
- Investment Management: Providing investment management services through a series of distinct investment portfolios (or 'series funds') with varying investment objectives and risk profiles.
Leadership and Structure
EA Series Trust is structured as a series trust, with each series managed by its own investment advisor. The trust has a board of trustees responsible for overall governance and oversight. Specific leadership varies by series.
Top Products and Market Share
Key Offerings
- Series Funds: EA Series Trust offers a variety of series funds, each managed by a different investment advisor. Market share data is not directly applicable at the trust level. Competitors include other series trusts and mutual fund platforms like SEI Investment Trust and Northern Lights Fund Trust.
Market Dynamics
Industry Overview
The series trust industry provides a flexible structure for investment advisors to offer pooled investment products. It is a competitive market with many established and emerging players.
Positioning
EA Series Trust provides a platform for various investment advisors to launch and manage funds. It is positioned as a cost-effective and efficient way to bring new investment strategies to market.
Total Addressable Market (TAM)
The total addressable market for pooled investment vehicles (mutual funds, ETFs, series trusts) is in the trillions of dollars. EA Series Trust's position depends on the success of the individual series funds it houses.
Upturn SWOT Analysis
Strengths
- Diversified Investment Strategies
- Efficient Platform for Investment Advisors
- Cost-Effective Structure
- Scalability
Weaknesses
- Reliance on External Investment Advisors
- Lack of Brand Recognition at Trust Level
- Performance Variability across Series
- Limited Control over Advisor Strategies
Opportunities
- Attract New Investment Advisors
- Expand Product Offerings (e.g., ETFs)
- Develop Strategic Partnerships
- Increase Marketing Efforts
Threats
- Increased Regulatory Scrutiny
- Competitive Pressure from Larger Fund Providers
- Market Volatility
- Economic Downturn
Competitors and Market Share
Key Competitors
- SEI
- CLS Investments
- Northern Lights
Competitive Landscape
EA Series Trust competes with other series trusts and established fund providers. Its advantage lies in providing a flexible and cost-effective platform. Its disadvantage is the reliance on external advisors.
Growth Trajectory and Initiatives
Historical Growth: Growth depends on the success of attracting new investment advisors and the performance of existing series funds.
Future Projections: Future growth is dependent on market conditions and the ability to attract and retain successful investment advisors.
Recent Initiatives: Recent initiatives would typically involve adding new series funds or enhancing the platform for investment advisors.
Summary
EA Series Trust is a series trust platform that allows investment advisors to launch and manage funds. Its strength lies in its flexible and cost-effective structure. However, it faces the challenge of relying on external advisors and lacking brand recognition at the trust level. It needs to attract new successful investment advisors while managing regulatory scrutiny and market volatility. The trust faces competition from larger, more established fund providers and series trust companies.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- SEC Filings
- Industry Reports
- Analyst Estimates
Disclaimers:
This analysis is based on publicly available information and general industry knowledge. It is not financial advice. Market share data is estimated and may not be precise. Performance of individual series funds within the trust can vary significantly.
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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.