MFS Competitors

Stocks . USA . 
Stock . MFS Municipal Income
MFM Stock  USD 5.50  0.02  0.36%   
MFS Municipal Income competes with Eaton Vance, Hennessy Equity, Putnam Managed, MFS Charter, and Sit Dividend; as well as few others. The company runs under Capital Markets sector within Financials industry. Analyzing MFS Municipal competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of MFS Municipal to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out MFS Municipal Correlation with its peers.

MFS Municipal vs Invesco Pennsylvania Correlation

Poor diversification

The correlation between MFS Municipal Income and VPV is 0.7 (i.e., Poor diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding MFS Municipal Income and VPV in the same portfolio, assuming nothing else is changed.

Moving against MFS Stock

  0.33KBDC Kayne Anderson BDCPairCorr
  0.32NMFC New Mountain FinancePairCorr
Specify up to 10 symbols:
Hype
Prediction
LowEstimatedHigh
4.815.486.15
Details
Intrinsic
Valuation
LowRealHigh
4.505.175.84
Details
Naive
Forecast
LowNextHigh
4.825.486.15
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
5.245.395.53
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as MFS Municipal. Your research has to be compared to or analyzed against MFS Municipal's peers to derive any actionable benefits. When done correctly, MFS Municipal's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in MFS Municipal Income.

MFS Municipal Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between MFS Municipal and its competitors represents the degree of relationship between the price movements of corresponding stocks. A correlation of about +1.0 implies that the price of MFS and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of MFS Municipal Income does not affect the price movement of the other competitor.

High positive correlations

SGAPX
+ 0.98
SDVGX
SGAPX
+ 0.94
SDVSX
SDVGX
+ 0.93
SDVSX
SILVX
+ 0.85
SDVSX
VPV
+ 0.84
MQT
SDVGX
+ 0.83
HEIFX
  

High negative correlations

SGAPX
- 0.79
ETX
SDVSX
- 0.73
ETX
SDVGX
- 0.72
ETX
PMM
- 0.62
ETX
HEIFX
- 0.58
ETX
SILVX
- 0.45
ETX

Risk-Adjusted Indicators

There is a big difference between MFS Stock performing well and MFS Municipal Company doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze MFS Municipal's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
Mean DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
ETX  0.46 (0.03) 0.00 (0.44) 0.00 
 0.00 
 0.70 
(0.89)
 4.13 
HEIFX  0.62  0.31  0.49  5.34  0.00 
(0.82)
 0.87 
(0.67)
 14.21 
PMM  0.47  0.08  0.08 (0.97) 0.40 
(0.60)
 1.14 
(0.97)
 3.57 
MCR  0.29  0.00 (0.06) 0.04  0.32 
(0.32)
 0.64 
(0.48)
 1.76 
SDVSX  0.63  0.18  0.22  0.40  0.43 
(0.75)
 1.01 
(1.06)
 11.34 
SILVX  0.47  0.09  0.11  0.21  0.36 
(0.56)
 1.15 
(0.79)
 2.82 
SDVGX  0.63  0.22  0.24 (2.23) 0.44 
(0.75)
 1.01 
(1.12)
 11.18 
SGAPX  0.92  0.19  0.15 (1.09) 0.79 
(1.13)
 1.19 
(1.54)
 18.68 
MQT  0.37  0.04  0.02  0.25  0.42 
(0.42)
 0.92 
(0.68)
 2.49 
VPV  0.33  0.03 (0.02)(1.11) 0.35 
(0.38)
 0.67 
(0.65)
 1.91 

MFS Municipal Competitive Analysis

The better you understand MFS Municipal competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, MFS Municipal's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across MFS Municipal's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
MFM ETX HEIFX PMM MCR SDVSX SILVX SDVGX SGAPX MQT
 0.36 
 5.50 
MFS
 0.16 
 18.76 
Eaton
 0.36 
 13.81 
Hennessy
 0.48 
 6.29 
Putnam
 0.32 
 6.27 
MFS
 0.76 
 16.89 
Sit
 0.22 
 18.19 
Summit
 0.23 
 17.17 
Sit
 1.61 
 19.53 
American
 0.1 
 10.24 
Blackrock
Market Volatility
(90 Days Market Risk)
Not too volatile
Very steady
Not too volatile
Very steady
Very steady
Very steady
Very steady
Very steady
Not too volatile
Very steady
Market Performance
(90 Days Performance)
Fair
Weakest
Good
Fair
Soft
Good
Good
Good
Fair
Fair
Odds of Financial Distress
(Probability Of Bankruptcy)
Tiny
Small
Low
Tiny
Low
Low
Low
Low
Low
Low
Current Valuation
(Equity Enterprise Value)
Over Valued
Over Valued
Fairly Valued
Fairly Valued
Over Valued
Under Valued
Under Valued
Under Valued
Fairly Valued
Fairly Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Hold
Hold
Cautious Hold
Strong Hold
Hold
Strong Buy
Strong Buy
Hold
Sell
Hold
Current Ratio
0.06
N/A
N/A
0.66
0.11
N/A
N/A
N/A
N/A
0.09
Net Asset
362.51 M
212.71 M
42.4 M
405.88 M
379.06 M
229.6 M
207.91 M
229.6 M
197.35 M
N/A
Profit Margin
0.33
N/A
N/A
0.37
0.79
N/A
N/A
N/A
N/A
139.19
EBITDA
10.07 M
7.33 M
N/A
12.78 M
22.72 M
N/A
N/A
N/A
N/A
N/A
Operating Margin
0.86
N/A
N/A
0.88
0.9
N/A
N/A
N/A
N/A
85.33
Current Valuation
334.12 M
N/A
N/A
387.08 M
355.43 M
N/A
N/A
N/A
N/A
406.28 M
Price To Book
0.92
1.02
2.58
0.93
0.93
2.72
2.97
2.72
4.69
0.74
Retained Earnings
(32.1 M)
(1.15 M)
N/A
(28.99 M)
(48.65 M)
N/A
N/A
N/A
N/A
N/A
Five Year Return
5.05
3.7
5.44
5.11
8.82
12.69
9.62
12.98
2.61
-1.14
One Year Return
N/A
N/A
6.98
N/A
N/A
17.66
9.51
17.95
0.59
2.55
Beta
0.74
0.26
N/A
0.79
0.71
N/A
N/A
N/A
N/A
0.33
Number Of Employees
33
20
1
29
31
1
1
1
1
20
Cash Position Weight
N/A
N/A
1.89
N/A
N/A
0.77
1.38
0.3
1.63
N/A
Equity Positions Weight
N/A
N/A
68.93
N/A
N/A
99.23
98.62
99.7
98.37
N/A
Shares Outstanding
41.19 M
10.89 M
N/A
42.83 M
41.69 M
N/A
N/A
N/A
N/A
22.56 M
Three Year Return
N/A
N/A
8.88
N/A
N/A
16.75
13.19
17.08
10.41
2.1
Cash Flow From Operations
10.85 M
84.58 M
N/A
26.22 M
11.85 M
N/A
N/A
N/A
N/A
37.71 M
Annual Yield
0.0509
0.0499
0.0046
0.0508
0.086
0.0076
0.0064
0.0099
N/A
0.0099
Total Debt
113.79 M
6.67 M
N/A
16.08 M
95 M
N/A
N/A
N/A
N/A
194.25 M
Return On Equity
0.0226
-6.47
N/A
0.0183
0.0618
N/A
N/A
N/A
N/A
-13.21
Bond Positions Weight
N/A
N/A
27.18
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Return On Asset
0.0253
N/A
N/A
0.0263
0.033
N/A
N/A
N/A
N/A
1.97
Number Of Shares Shorted
42.21 K
19.71 K
N/A
44.25 K
10.54 K
N/A
N/A
N/A
N/A
15.38 K
Book Value Per Share
6.02
N/A
N/A
6.71
6.75
N/A
N/A
N/A
N/A
14.1
Minimum Initial Investment
N/A
N/A
2.5 K
N/A
N/A
N/A
1000 K
100 K
2.5 K
N/A
Total Asset
362.51 M
212.71 M
24.73 M
405.88 M
379.06 M
17.47 M
194.14 M
212.13 M
27.28 M
N/A
Debt To Equity
0.43
N/A
N/A
0.12
0.31
N/A
N/A
N/A
N/A
0.71
Short Ratio
0.32
0.69
N/A
0.37
0.1
N/A
N/A
N/A
N/A
0.33
Last Dividend Paid
0.27
N/A
0.02
0.3
0.54
0.06
N/A
0.07
N/A
0.52
Target Price
N/A
0.32
N/A
N/A
3.67
N/A
N/A
N/A
N/A
N/A
Shares Owned By Institutions
42.3
21.79
N/A
20.95
40.3
N/A
N/A
N/A
N/A
21.6
Market Capitalization
227.36 M
204.56 M
N/A
269.22 M
260.55 M
N/A
N/A
N/A
N/A
255.2 M
Price To Earning
8.73
N/A
3.57
49.92
10.73
17.72
19.33
17.72
26.9
22.04
Price To Sales
13.11
30.1
1.82
13.64
11.66
1.74
1.55
1.74
3.13
12.56
Net Income
5.67 M
6.64 M
N/A
12.09 M
17.56 M
N/A
N/A
N/A
N/A
26.24 M
Earnings Per Share
0.13
0.6
N/A
0.18
0.42
N/A
N/A
N/A
N/A
0.48
Shares Owned By Insiders
N/A
N/A
N/A
0.011
N/A
N/A
N/A
N/A
N/A
N/A
Revenue
13.61 M
6.94 M
N/A
13.98 M
19.67 M
N/A
N/A
N/A
N/A
18.85 M
Year To Date Return
N/A
N/A
2.04
N/A
N/A
2.15
4.9
2.19
0.14
0.74
Ten Year Return
N/A
N/A
7.71
N/A
N/A
11.42
N/A
11.7
N/A
N/A
Cash And Equivalents
966.01 K
N/A
N/A
1.77 M
251.96 K
N/A
N/A
N/A
N/A
69.02 K
Cash Per Share
0.02
N/A
N/A
0.04
0.01
N/A
N/A
N/A
N/A
N/A
Gross Profit
17.35 M
N/A
N/A
19.74 M
22.34 M
N/A
N/A
N/A
N/A
18.85 M
Day Typical Price
5.5
18.8
13.81
6.31
6.26
16.89
18.19
17.17
19.53
10.24
Accumulation Distribution
499.21
0.01
N/A
0.011
0.0064
N/A
N/A
N/A
N/A
1090.67
Market Facilitation Index
N/A
0.19
N/A
0.07
0.04
N/A
N/A
N/A
N/A
0.0
Daily Balance Of Power
0.6667
(0.16)
0
0.4286
0.5
0
0
0
0
0.1111
Period Momentum Indicator
0.02
(0.03)
(0.05)
0.03
0.02
(0.13)
(0.04)
(0.04)
(0.32)
0.01
Rate Of Daily Change
1.0
1.0
1.0
1.0
1.0
0.99
1.0
1.0
0.98
1.0
Day Median Price
5.5
18.83
13.81
6.32
6.26
16.89
18.19
17.17
19.53
10.25
Price Action Indicator
0.015
(0.08)
(0.03)
(0.01)
0.02
(0.07)
(0.02)
(0.02)
(0.16)
N/A
Coefficient Of Variation
1001.89
(4,151)
532.26
726.1
1936.36
642.19
523.31
594.69
1122.86
855.43
Mean Deviation
0.4971
0.4562
0.6229
0.4727
0.2878
0.6329
0.4661
0.6273
0.9164
0.3712
Jensen Alpha
0.0577
(0.03)
0.3101
0.082
0.0013
0.1835
0.0861
0.2208
0.1924
0.0413
Total Risk Alpha
0.0251
(0.06)
0.2321
0.0489
(0.01)
0.1378
0.0759
0.1543
0.0835
0.025
Sortino Ratio
0.0309
N/A
0.4891
0.0791
(0.06)
0.2201
0.1148
0.2407
0.1487
0.0238
Downside Variance
0.4588
N/A
0.3208
0.3097
0.1774
0.5687
0.357
0.5737
1.04
0.3073
Standard Deviation
0.6611
0.6639
1.71
0.647
0.3688
1.36
0.5949
1.35
2.21
0.4983
Kurtosis
1.44
3.34
49.66
2.14
0.076
36.25
(0.10)
35.6
42.32
1.06
Potential Upside
0.9328
0.7008
0.8734
1.14
0.641
1.01
1.15
1.01
1.19
0.9184
Treynor Ratio
(1.12)
(0.44)
5.34
(0.97)
0.0407
0.4015
0.2067
(2.23)
(1.09)
0.2452
Maximum Drawdown
3.32
4.13
14.21
3.57
1.76
11.34
2.82
11.18
18.68
2.49
Variance
0.437
0.4408
2.94
0.4186
0.136
1.84
0.3539
1.83
4.86
0.2483
Market Risk Adjusted Performance
(1.11)
(0.43)
5.35
(0.96)
0.0507
0.4115
0.2167
(2.22)
(1.08)
0.2552
Risk Adjusted Performance
0.0737
(0.02)
0.1469
0.1019
0.0284
0.1215
0.141
0.1309
0.0735
0.0828
Skewness
0.3703
(0.02)
6.73
0.8303
0.1077
5.24
0.0548
5.18
5.93
(0.39)
Semi Deviation
0.5325
N/A
0.0
0.3972
0.317
0.4294
0.3646
0.436
0.7938
0.4158
Information Ratio
0.0316
(0.09)
0.1616
0.0681
(0.07)
0.1225
0.1153
0.1348
0.0686
0.0264
Value At Risk
(1.09)
(0.89)
(0.67)
(0.97)
(0.48)
(1.06)
(0.79)
(1.12)
(1.54)
(0.68)
Expected Short fall
(0.57)
N/A
(0.82)
(0.60)
(0.32)
(0.75)
(0.56)
(0.75)
(1.13)
(0.42)
Downside Deviation
0.6773
N/A
0.5664
0.5565
0.4212
0.7541
0.5975
0.7575
1.02
0.5544
Semi Variance
0.2836
N/A
(0.17)
0.1578
0.1005
0.1844
0.133
0.1901
0.6302
0.1729

MFS Municipal Competition Performance Charts

Five steps to successful analysis of MFS Municipal Competition

MFS Municipal's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by MFS Municipal Income in relation to its competition. MFS Municipal's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of MFS Municipal in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact MFS Municipal's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to MFS Municipal Income, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

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When determining whether MFS Municipal Income is a strong investment it is important to analyze MFS Municipal's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact MFS Municipal's future performance. For an informed investment choice regarding MFS Stock, refer to the following important reports:
How To Invest In MFS
Details
Is MFS Stock a good investment?
Details
What is MFS Municipal's Net Worth?
Details
Largest Asset Management & Custody Banks Companies
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Largest Financial Services Companies
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Check out MFS Municipal Correlation with its peers.
You can also try the Stock Screener module to find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook..
Will Asset Management & Custody Banks sector continue expanding? Could MFS diversify its offerings? Factors like these will boost the valuation of MFS Municipal. Expected growth trajectory for MFS significantly influences the price investors are willing to assign. Accurate valuation requires analyzing both current fundamentals and future growth trajectories. Every MFS Municipal data point contributes insight, yet successful analysis hinges on identifying the most consequential variables.
Investors evaluate MFS Municipal Income using market value (trading price) and book value (balance sheet equity), each telling a different story. Calculating MFS Municipal's intrinsic value - the estimated true worth - helps identify when the stock trades at a discount or premium to fair value. Seasoned market participants apply comprehensive analytical frameworks to derive fundamental worth and identify mispriced opportunities. External factors like market trends, sector rotation, and investor psychology can cause MFS Municipal's market price to deviate significantly from intrinsic value.
Altman
Z Score
Details
Piotroski
F Score
Details
Beneish
M Score
Details
Financial
Analysis
Details
Buy or Sell
Advice
Details
Technical
Analysis
Details
Understanding that MFS Municipal's value differs from its trading price is crucial, as each reflects different aspects of the company. Evaluating whether MFS Municipal represents a sound investment requires analyzing earnings trends, revenue growth, technical signals, industry dynamics, and expert forecasts. Conversely, MFS Municipal's market price signifies the transaction level at which participants voluntarily complete trades.
Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions
 
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