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EA Series Trust (DTAN)
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Upturn Advisory Summary
12/18/2025: 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 -5.03% | Avg. Invested days 55 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 12/18/2025 |
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 diversified investment trust that invests in a portfolio of assets. Specific founding year and detailed historical milestones are not publicly available for this trust as it is structured as a series trust, meaning it can encompass multiple underlying portfolios or series, each with its own investment objective and strategy. The evolution over time would depend on the specific series being referenced and its performance and strategic adjustments.
Core Business Areas
- Investment Management: EA Series Trust functions as a vehicle for collective investment, managed by professional investment managers who aim to achieve the specific objectives of each series. This involves asset allocation, security selection, and risk management across various asset classes.
- Portfolio Diversification: The trust offers various series, each likely focusing on different investment strategies, such as growth, income, or capital preservation, allowing investors to diversify their holdings across different market segments and risk profiles.
Leadership and Structure
As a trust, EA Series Trust is governed by a board of trustees. The day-to-day management and investment decisions for each series are typically delegated to appointed investment advisors or fund managers.
Top Products and Market Share
Key Offerings
- Series-Specific Funds: EA Series Trust comprises multiple underlying investment series, each with its own investment objective and portfolio. The 'products' are therefore the individual series funds, such as equity funds, bond funds, or balanced funds. Specific details on market share, number of investors, or revenue per series are not publicly disclosed in a consolidated manner for the trust as a whole.
Market Dynamics
Industry Overview
EA Series Trust operates within the broader asset management and investment trust industry. This industry is characterized by intense competition, evolving regulatory landscapes, and a constant drive for performance and investor satisfaction. Key trends include the rise of passive investing, the increasing demand for ESG-focused products, and technological advancements in trading and data analytics.
Positioning
EA Series Trust's positioning is that of a diversified investment vehicle offering multiple strategies. Its competitive advantages would stem from the expertise of its appointed investment managers, the breadth of its investment offerings (if multiple series are active and successful), and potentially its fee structure or distribution channels. Its position relative to competitors is series-specific.
Total Addressable Market (TAM)
The TAM for investment trusts and mutual funds is vast, encompassing trillions of dollars globally in managed assets. EA Series Trust, across its various series, aims to capture a segment of this market by appealing to investors seeking diversified investment solutions. Its positioning with respect to TAM is a function of the size and success of its individual series funds.
Upturn SWOT Analysis
Strengths
- Potential for diversification across multiple asset classes through different series.
- Professional management of individual series.
- Flexibility to offer various investment strategies.
Weaknesses
- Lack of public visibility and consolidated performance data for the entire trust.
- Reliance on external investment managers, whose performance can vary.
- Potential for high fees depending on the management structure and series.
Opportunities
- Expansion into new asset classes or investment themes.
- Leveraging technological advancements for improved investment strategies and investor services.
- Capitalizing on investor demand for specific market segments or ESG-compliant funds.
Threats
- Intense competition from other investment trusts, ETFs, and alternative investment vehicles.
- Market volatility and economic downturns impacting investment performance.
- Changes in regulatory requirements affecting the investment industry.
Competitors and Market Share
Key Competitors
- BlackRock Inc. (BLK)
- Vanguard Group, Inc.
- Fidelity Investments
- State Street Corporation (STT)
Competitive Landscape
EA Series Trust competes in a highly competitive asset management industry dominated by large, well-established players. Its ability to attract and retain assets depends on the specific performance and characteristics of its individual series compared to the offerings of competitors. Lacking specific details on EA Series Trust's market share makes a precise competitive advantage assessment difficult.
Growth Trajectory and Initiatives
Historical Growth: Growth trajectory for EA Series Trust is not publicly aggregated. Individual series funds would exhibit their own historical growth based on asset inflows, investment performance, and fee structures.
Future Projections: Future projections are series-specific and would be based on the investment strategy of each fund and market outlook. Analyst estimates for the entire trust are not typically published.
Recent Initiatives: Recent strategic initiatives would be undertaken at the series level, potentially involving changes in investment strategy, fund mergers, or the launch of new series to meet market demand.
Summary
EA Series Trust operates as a platform for various investment series, offering diversified investment solutions. Its strengths lie in its potential for diversification and professional management at the series level. However, it faces significant challenges from large, established competitors in a dynamic market. The lack of consolidated public data makes a comprehensive assessment difficult, and its success hinges on the performance of its individual series.
Similar Stocks
Sources and Disclaimers
Data Sources:
- General industry knowledge of investment trusts and asset management.
- Publicly available data for major asset management firms (for comparative context).
Disclaimers:
Information regarding EA Series Trust is generalized due to its structure as a series trust, where specific data is often series-dependent and not publicly aggregated for the entire entity. This analysis is based on general industry characteristics and may not reflect the precise operational details or financial standing of all individual series within EA Series Trust.
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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