MFS Competitors
| MIN Stock | USD 2.59 0.01 0.38% |
MFS Intermediate vs Simt Small Correlation
Average diversification
The correlation between MFS Intermediate Income and SPVYX is 0.14 (i.e., Average diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding MFS Intermediate Income and SPVYX in the same portfolio, assuming nothing else is changed.
MFS Intermediate Competition Correlation Matrix
Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between MFS Intermediate 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 Intermediate Income does not affect the price movement of the other competitor.
Risk-Adjusted Indicators
There is a big difference between MFS Stock performing well and MFS Intermediate 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 Intermediate'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 Deviation | Jensen Alpha | Sortino Ratio | Treynor Ratio | Semi Deviation | Expected Shortfall | Potential Upside | Value @Risk | Maximum Drawdown | ||
|---|---|---|---|---|---|---|---|---|---|---|
| MCR | 0.28 | 0.00 | (0.15) | 0.05 | 0.30 | 0.64 | 1.76 | |||
| EFT | 0.32 | 0.00 | (0.15) | 0.05 | 0.32 | 0.87 | 2.52 | |||
| BKT | 0.25 | 0.02 | (0.12) | 0.19 | 0.23 | 0.65 | 1.66 | |||
| MMT | 0.32 | 0.05 | (0.03) | 0.46 | 0.25 | 0.66 | 1.74 | |||
| AEF | 0.86 | 0.31 | 0.29 | 0.85 | 0.51 | 2.13 | 4.26 | |||
| ZTR | 0.58 | 0.10 | 0.06 | 0.37 | 0.63 | 1.07 | 2.38 | |||
| SCD | 0.61 | 0.11 | 0.12 | 0.24 | 0.53 | 1.26 | 2.95 | |||
| OIA | 0.45 | 0.09 | 0.04 | 3.08 | 0.39 | 0.84 | 3.84 | |||
| BGT | 0.35 | 0.01 | (0.08) | 0.14 | 0.58 | 0.64 | 2.38 | |||
| SPVYX | 0.96 | 0.24 | 0.27 | 0.32 | 0.49 | 2.73 | 10.12 |
Cross Equities Net Income Analysis
Compare MFS Intermediate Income and related stocks such as MFS Charter Income, Eaton Vance Floating, and BlackRock Income Closed Net Income Over Time
Select Fundamental| 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MCR | 29.5 M | 79.9 M | 21.3 M | 30.6 M | (10.1 M) | 40.2 M | 36 M | (7.3 M) | 53.4 M | 27.9 M | 3.8 M | (38.9 M) | 16.5 M | 29.9 M | 17.6 M | 15.8 M | 13.3 M |
| EFT | 85.4 M | 67.1 M | 67.1 M | 29.6 M | 17.9 M | 3.2 M | 70.5 M | 34.5 M | 19 M | (46.8 M) | 90.3 M | (12.8 M) | 14.9 M | 55.3 M | 19.6 M | 22.6 M | 19.3 M |
| MMT | 28.9 M | 75.3 M | 23.8 M | 31.1 M | (9.9 M) | 36 M | 31.4 M | (8.4 M) | 50.8 M | 16.4 M | 26.1 M | (57.6 M) | 18 M | 45.2 M | 22.1 M | 19.9 M | 13.5 M |
| OIA | 15.7 M | 26.1 M | 26.1 M | (4 M) | 44.3 M | 9.5 M | 9.5 M | 17.8 M | 15.7 M | 2.9 M | 2.9 M | 5.6 M | (39 M) | 17.4 M | 17.4 M | 21.9 M | 12.3 M |
MFS Intermediate Income and related stocks such as MFS Charter Income, Eaton Vance Floating, and BlackRock Income Closed Net Income description
Net income is one of the most important fundamental items in finance. It plays a large role in MFS Intermediate Income financial statement analysis. It represents the amount of money remaining after all of MFS Intermediate Income operating expenses, interest, taxes and preferred stock dividends have been deducted from a company total revenue.MFS Intermediate Competitive Analysis
The better you understand MFS Intermediate competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, MFS Intermediate'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 Intermediate'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 |
MFS Intermediate Competition Performance Charts
Five steps to successful analysis of MFS Intermediate Competition
MFS Intermediate'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 Intermediate Income in relation to its competition. MFS Intermediate's competition analysis typically involves several steps, including:- Identifying the key players in the market: This involves identifying the major competitors of MFS Intermediate 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 Intermediate's competitive landscape.
- Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to MFS Intermediate 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.
Complement your MFS Intermediate position
In addition to having MFS Intermediate in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Soft Drinks
Entities manufacturing and distributing non alcoholic beverages across different markets. The Soft Drinks theme has 12 constituents at this time.
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Check out MFS Intermediate Correlation with its peers. You can also try the Portfolio Analyzer module to portfolio analysis module that provides access to portfolio diagnostics and optimization engine.
Will Asset Management & Custody Banks sector continue expanding? Could MFS diversify its offerings? Factors like these will boost the valuation of MFS Intermediate. 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 Intermediate data point contributes insight, yet successful analysis hinges on identifying the most consequential variables.
Quarterly Earnings Growth (0.41) | Dividend Share 0.23 | Earnings Share 0.16 | Revenue Per Share | Quarterly Revenue Growth (0.02) |
MFS Intermediate Income's market price often diverges from its book value, the accounting figure shown on MFS's balance sheet. Smart investors calculate MFS Intermediate's intrinsic value - its true economic worth - which may differ significantly from both market price and book value. Seasoned market participants apply comprehensive analytical frameworks to derive fundamental worth and identify mispriced opportunities. Since MFS Intermediate's trading price responds to investor sentiment, macroeconomic conditions, and market psychology, it can swing far from fundamental value.
Understanding that MFS Intermediate's value differs from its trading price is crucial, as each reflects different aspects of the company. Evaluating whether MFS Intermediate represents a sound investment requires analyzing earnings trends, revenue growth, technical signals, industry dynamics, and expert forecasts. However, MFS Intermediate's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.
