Mfs Utilities Competition

Mutual Funds . USA . 
Fund . Mfs Utilities Fund
MMUBX Fund  USD 24.79  0.03  0.12%   
Mfs Utilities competes with Dominion Energy, Atlantica Sustainable, Consolidated Edison, Eversource Energy, and FirstEnergy; as well as few others. The fund is listed under Utilities category and is part of MFS family. Analyzing Mfs Utilities 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 Utilities to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Mfs Utilities Correlation with its peers.
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Mfs Utilities competition on your existing holdings.
  
Specify up to 10 symbols:
Hype
Prediction
LowEstimatedHigh
23.9324.7925.65
Details
Intrinsic
Valuation
LowRealHigh
23.7824.6425.50
Details
Naive
Forecast
LowNextHigh
24.5325.3926.26
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
23.8524.4525.06
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Mfs Utilities. Your research has to be compared to or analyzed against Mfs Utilities' peers to derive any actionable benefits. When done correctly, Mfs Utilities' 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 Utilities.

Mfs Utilities Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Mfs Utilities and its competitors represents the degree of relationship between the price movements of corresponding funds. 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 Utilities does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
FE
+ 0.91
ES
ES
+ 0.85
ED
SO
+ 0.84
D
NI
+ 0.83
AY
FE
+ 0.83
ED
SO
+ 0.76
ED
  
High negative correlations   
ES
- 0.74
AY
FE
- 0.73
AY
VGAS
- 0.63
ES
NI
- 0.61
ES
VGAS
- 0.59
FE
NI
- 0.57
FE

Risk-Adjusted Indicators

There is a big difference between Mfs Mutual Fund performing well and Mfs Utilities Mutual Fund 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 Utilities' 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
D  0.96  0.10 (0.02) 3.15  1.12 
(1.04)
 1.83 
(1.96)
 7.68 
AY  0.10  0.00 (0.54) 0.11  0.18 
(0.11)
 0.23 
(0.23)
 0.59 
ED  0.83  0.00 (0.11) 0.14  0.97 
(0.85)
 1.60 
(1.66)
 4.57 
ES  0.85 (0.03) 0.00  0.39  0.00 
 0.00 
 1.74 
(2.10)
 5.63 
FE  0.69 (0.05) 0.00 (0.29) 0.00 
 0.00 
 1.09 
(1.48)
 3.72 
HE  2.33  0.02  0.00  0.08  0.00 
 0.00 
 5.35 
(6.30)
 17.19 
NI  0.70  0.21  0.12  1.59  0.54 
(0.83)
 1.54 
(1.23)
 3.98 
SO  0.81  0.08 (0.06)(0.73) 0.93 
(0.86)
 1.73 
(1.57)
 5.63 
SR  0.98  0.10  0.05  0.28  1.13 
(1.09)
 2.58 
(1.85)
 6.47 
VGAS  2.62  0.22  0.06  0.37  2.82 
(3.22)
 7.07 
(4.57)
 25.46 
All Fundamental Data

Mfs Utilities Competitive Analysis

The better you understand Mfs Utilities competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Mfs Utilities' 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 Utilities' competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
MMUBX D AY ED ES FE HE NI SO SR
 0.12 
 24.79 
Mfs
 0.47 
 58.75 
Dominion
 0.09 
 21.94 
Atlantica
 0.97 
 100.59 
Consolidated
 0.15 
 64.49 
Eversource
 0.16 
 42.55 
FirstEnergy
 1.33 
 10.39 
Hawaiian
 0.42 
 38.09 
NiSource
 0.68 
 89.13 
Southern
 0.11 
 73.19 
Spire
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Somewhat reliable
Very steady
Very steady
Very steady
Market Performance
(90 Days Performance)
OK
Insignificant
Insignificant
Very Weak
Very Weak
Very Weak
Very Weak
Solid
Weak
OK
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Very Low
Very Small
Very Low
Below Average
Below Average
Below Average
Below Average
Below Average
Low
Current Valuation
(Equity Enterprise Value)
Fairly Valued
Over Valued
Under Valued
Over Valued
Over Valued
Fairly Valued
Over Valued
Fairly Valued
Over Valued
Fairly Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Buy
Hold
Hold
Buy
Buy
Hold
Strong Buy
Buy
Hold
Trade Advice
(90 Days Macroaxis Advice)
Cautious Hold
Strong Hold
Hold
Cautious Hold
Cautious Hold
Hold
Strong Sell
Buy
Cautious Hold
Strong Buy
Current Ratio
N/A
0.71
2.07
0.83
0.71
0.66
9.61
0.63
0.85
0.68
Net Asset
2.98 B
109.03 B
8.71 B
66.33 B
55.61 B
48.77 B
17.24 B
31.08 B
139.33 B
10.86 B
Profit Margin
N/A
0.17
0.0306
0.12
-0.0473
0.0673
-0.35
0.15
0.18
0.0942
EBITDA
N/A
6.82 B
828.5 M
6.06 B
1.4 B
3.73 B
636.23 M
2.21 B
11.74 B
789.1 M
Price To Book
1.45
1.92
1.99
1.61
1.57
1.98
1.15
2.14
2.95
1.41
Operating Margin
N/A
0.36
0.33
0.21
0.21
0.22
-0.27
0.2
0.35
0.079
Current Valuation
N/A
92.75 B
7.48 B
61.39 B
52.11 B
47.83 B
3.46 B
31.34 B
162.39 B
9.16 B
Five Year Return
7.1
4.18
5.57
3.68
2.77
4.02
3.33
3.14
4.39
3.42
Retained Earnings
N/A
3.52 B
(351.52 M)
13.38 B
4.14 B
(97 M)
926.72 M
(967 M)
12.48 B
1.02 B
Current Asset
N/A
4.19 B
701.43 M
3.84 B
2.62 B
2.45 B
553.92 M
1.58 B
2.93 B
287.89 M
One Year Return
22.72
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Beta
N/A
0.6
1.0
0.35
0.62
0.5
0.54
0.51
0.51
0.54
Cash Position Weight
2.62
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Equity Positions Weight
97.38
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Number Of Employees
1
17.7 K
1.37 K
14.59 K
10 K
12.04 K
3.6 K
7.36 K
27.82 K
3.59 K
Shares Outstanding
N/A
840.01 M
116.17 M
346.41 M
366.4 M
576.32 M
172.47 M
466.78 M
1.1 B
57.76 M
Three Year Return
6.2
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Cash Flow From Operations
N/A
6.57 B
422.38 M
2.16 B
1.65 B
1.39 B
551.47 M
1.94 B
7.55 B
912.4 M
Annual Yield
0.0109
0.0454
0.0805
0.0327
0.0443
0.0399
N/A
0.0277
0.0321
0.0462
Total Debt
N/A
44.24 B
5.49 B
25.01 B
26.88 B
24.91 B
4.04 B
14.13 B
63.49 B
989 M
Return On Equity
N/A
0.085
0.0174
0.0858
-0.0349
0.0831
-0.68
0.0876
0.13
0.0784
Return On Asset
N/A
0.0259
0.019
0.0322
0.0299
0.0271
-0.12
0.0297
0.0348
0.0284
Number Of Shares Shorted
N/A
15.26 M
1.12 M
6.73 M
4.37 M
10.42 M
9.8 M
6.89 M
17.31 M
1.61 M
Book Value Per Share
N/A
31.17
12.26
63.29
41.34
21.56
9.14
17.88
30.39
53.53
Current Liabilities
N/A
8.12 B
606.02 M
4.72 B
2.99 B
5.25 B
5.29 B
2.66 B
4.99 B
366.28 M
Total Asset
21.99 M
109.03 B
8.71 B
66.33 B
55.61 B
48.77 B
17.24 B
31.08 B
139.33 B
10.86 B
Last Dividend Paid
0.02
2.67
1.78
3.3
2.82
1.67
0.36
1.06
2.84
N/A
Debt To Equity
N/A
1.56
3.27
1.24
1.44
1.89
1.27
1.34
1.7
1.55
Short Ratio
N/A
3.16
1.25
2.9
1.99
3.39
2.94
1.87
3.99
4.32
Target Price
N/A
59.13
22.2
99.8
73.36
46.62
10.17
38.12
91.8
70.06
Shares Owned By Institutions
N/A
77.62
53.92
69.67
84.28
89.6
69.4
96.37
70.73
89.44
Market Capitalization
N/A
50.15 B
2.57 B
34.85 B
23.67 B
24.52 B
1.79 B
17.78 B
97.66 B
4.23 B
Price To Earning
17.68
28.56
242.05
20.35
20.33
17.96
22.25
17.24
20.67
18.9
Price To Earnings To Growth
N/A
2.25
5.2
8.67
2.24
1.29
6.08
2.16
3.21
2.45
Price To Sales
1.01
3.44
2.25
2.32
2.04
1.85
0.49
3.36
3.7
1.62
Net Income
N/A
2.16 B
43.38 M
2.52 B
(442.24 M)
1.18 B
201.13 M
674.4 M
3.98 B
250.9 M
Earnings Per Share
N/A
2.71
0.25
5.32
-1.61
1.55
-11.72
1.64
4.29
4.19
Shares Owned By Insiders
N/A
0.12
42.27
0.19
0.26
0.12
0.21
0.13
0.1
2.7
Year To Date Return
18.62
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Revenue
N/A
14.39 B
1.1 B
14.66 B
11.91 B
12.87 B
3.68 B
5.51 B
25.25 B
2.59 B
Ten Year Return
8.68
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Working Capital
N/A
911 M
374.4 M
75 M
(2.09 B)
(2.82 B)
8.23 B
(765.7 M)
(3.04 B)
(678.5 M)
Cash And Equivalents
N/A
153 M
853.12 M
1.28 B
327.01 M
160 M
199.88 M
40.8 M
1.92 B
6.5 M
Cash Per Share
N/A
0.26
7.4
0.28
1.39
0.44
1.46
0.19
1.62
0.12
Gross Profit
N/A
7.92 B
1.1 B
7.68 B
5.41 B
8.23 B
754.24 M
2.26 B
10.82 B
887.9 M
Day Typical Price
24.79
58.88
21.95
100.96
64.42
42.64
10.45
38.1
89.38
73.27
Accumulation Distribution
N/A
37833.35
755.02
12348.65
9307.1
12799.94
22234.13
24366.81
30700.91
1201.42
Daily Balance Of Power
9.2 T
(0.32)
0.5
(0.75)
(0.15)
(0.21)
(0.64)
(0.39)
(0.52)
0.127
Period Momentum Indicator
0.03
(0.28)
0.02
(0.99)
(0.10)
(0.07)
(0.14)
(0.16)
(0.61)
0.08
Rate Of Daily Change
1.0
1.0
1.0
0.99
1.0
1.0
0.99
1.0
0.99
1.0
Day Median Price
24.79
58.95
21.96
101.14
64.38
42.69
10.48
38.11
89.51
73.32
Price Action Indicator
0.015
(0.34)
(0.01)
(1.04)
0.06
(0.17)
(0.16)
(0.1)
(0.68)
(0.09)
Relative Strength Index
48.7
46.09
66.85
29.41
32.28
39.64
65.96
66.39
44.11
49.9
Coefficient Of Variation
778.34
1156.62
2416.83
4791.33
(3,068)
(3,391)
(11,180)
371.26
1328.88
677.8
Mean Deviation
0.6681
0.9589
0.1033
0.8321
0.8452
0.6857
2.33
0.6994
0.8085
0.9807
Jensen Alpha
0.0832
0.0979
4.0E-4
0.0013
(0.03)
(0.05)
0.0232
0.2111
0.0776
0.1015
Total Risk Alpha
(0.04)
(0.11)
(0.03)
(0.16)
(0.23)
(0.17)
(0.59)
0.0811
(0.10)
(0.04)
Sortino Ratio
(0.03)
(0.02)
(0.54)
(0.11)
N/A
N/A
N/A
0.1234
(0.06)
0.0474
Downside Variance
0.8261
1.46
0.0574
1.03
N/A
N/A
N/A
0.6821
0.9986
1.69
Standard Deviation
0.8561
1.3
0.1708
1.01
1.12
0.8205
3.3
0.8892
1.01
1.35
Kurtosis
0.0825
2.39
17.64
(0.42)
0.7271
(0.49)
1.26
0.8228
0.5761
1.82
Potential Upside
1.45
1.83
0.2276
1.6
1.74
1.09
5.35
1.54
1.73
2.58
Treynor Ratio
0.761
3.15
0.1107
0.1449
0.3909
(0.29)
0.0804
1.59
(0.73)
0.275
Maximum Drawdown
4.3
7.68
0.5927
4.57
5.63
3.72
17.19
3.98
5.63
6.47
Variance
0.7329
1.68
0.0292
1.02
1.25
0.6733
10.87
0.7907
1.02
1.82
Market Risk Adjusted Performance
0.771
3.16
0.1207
0.1549
0.4009
(0.28)
0.0904
1.6
(0.72)
0.285
Risk Adjusted Performance
0.0993
0.0702
(0)
0.0184
(0.02)
(0.02)
8.0E-4
0.2073
0.06
0.1171
Skewness
(0.16)
0.5439
(3.08)
0.0045
(0.47)
(0.15)
(0.47)
(0.07)
(0.08)
(0.17)
Semi Deviation
0.7583
1.12
0.1844
0.9746
N/A
N/A
N/A
0.5378
0.9262
1.13
Information Ratio
(0.03)
(0.02)
(0.76)
(0.12)
(0.16)
(0.20)
(0.05)
0.1146
(0.06)
0.0456
Value At Risk
(1.42)
(1.96)
(0.23)
(1.66)
(2.10)
(1.48)
(6.30)
(1.23)
(1.57)
(1.85)
Expected Short fall
(0.70)
(1.04)
(0.11)
(0.85)
N/A
N/A
N/A
(0.83)
(0.86)
(1.09)
Downside Deviation
0.9089
1.21
0.2397
1.02
N/A
N/A
N/A
0.8259
0.9993
1.3
Semi Variance
0.5751
1.26
0.034
0.9498
N/A
N/A
N/A
0.2893
0.8579
1.28

Mfs Utilities Competition Performance Charts

Five steps to successful analysis of Mfs Utilities Competition

Mfs Utilities' 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 Utilities in relation to its competition. Mfs Utilities' competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Mfs Utilities 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 Utilities' competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Mfs Utilities, 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.

Complement your Mfs Utilities position

In addition to having Mfs Utilities 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.

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Other Information on Investing in Mfs Mutual Fund

Mfs Utilities financial ratios help investors to determine whether Mfs Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Mfs with respect to the benefits of owning Mfs Utilities security.
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