Mfs Charter Income Stock Three Year Return

MCR Stock

USD 6.24 0.04 0.65%

MFS Charter Income fundamentals help investors to digest information that contributes to MFS Charter's financial success or failures. It also enables traders to predict the movement of MFS Stock. The fundamental analysis module provides a way to measure MFS Charter's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to MFS Charter stock.

Total Stockholder Equity Total Assets

This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

MFS Charter Income Company Three Year Return Analysis

MFS Charter's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.

Three Year Return

(Mean of Monthly Returns - 1)

X

100%

More About Three Year Return | All Equity Analysis

MFS Three Year Return Driver Correlations

Understanding the fundamental principles of building solid financial models for MFS Charter is extremely important. It helps to project a fair market value of MFS Stock properly, considering its historical fundamentals such as Three Year Return. Since MFS Charter's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of MFS Charter's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of MFS Charter's interrelated accounts and indicators.

	Total Assets	Total Stockholder Equity	Net Tangible Assets	Retained Earnings	Accounts Payable	Net Receivables	Total Liab	Long Term Investments	Long Term Debt	Short Long Term Debt	Total Current Assets	Short Term Debt	Common Stock	Net Debt	Net Invested Capital	Short Term Investments	Capital Stock	Current Deferred Revenue
Total Assets		0.97	0.96	0.76	0.33	0.28	-0.09	1.0	-0.09	0.5	0.61	0.62	0.94	0.59	0.94	0.5	0.88	0.5
Total Stockholder Equity	0.97		1.0	0.65	0.5	0.38	-0.33	0.97	-0.32	0.41	0.61	0.54	0.97	0.51	0.93	0.41	0.86	0.43
Net Tangible Assets	0.96	1.0		0.64	0.51	0.36	-0.34	0.96	-0.33	0.39	0.6	0.51	0.97	0.48	0.92	0.39	0.84	0.42
Retained Earnings	0.76	0.65	0.64		0.15	0.1	0.21	0.77	0.2	0.55	0.23	0.63	0.53	0.61	0.72	0.55	0.65	0.49
Accounts Payable	0.33	0.5	0.51	0.15		0.59	-0.8	0.33	-0.76	0.17	0.24	0.21	0.47	0.19	0.42	0.17	0.41	0.24
Net Receivables	0.28	0.38	0.36	0.1	0.59		-0.56	0.28	-0.62	0.34	0.52	0.46	0.39	0.47	0.39	0.34	0.44	0.25
Total Liab	-0.09	-0.33	-0.34	0.21	-0.8	-0.56		-0.09	0.96	0.0	-0.17	-0.04	-0.34	-0.03	-0.24	0.0	-0.2	-0.06
Long Term Investments	1.0	0.97	0.96	0.77	0.33	0.28	-0.09		-0.09	0.5	0.58	0.62	0.94	0.59	0.94	0.5	0.88	0.5
Long Term Debt	-0.09	-0.32	-0.33	0.2	-0.76	-0.62	0.96	-0.09		0.1	-0.19	0.02	-0.3	0.03	-0.21	0.1	-0.15	0.04
Short Long Term Debt	0.5	0.41	0.39	0.55	0.17	0.34	0.0	0.5	0.1		0.36	0.97	0.48	0.97	0.61	1.0	0.73	0.94
Total Current Assets	0.61	0.61	0.6	0.23	0.24	0.52	-0.17	0.58	-0.19	0.36		0.44	0.67	0.44	0.56	0.36	0.52	0.32
Short Term Debt	0.62	0.54	0.51	0.63	0.21	0.46	-0.04	0.62	0.02	0.97	0.44		0.58	1.0	0.73	0.97	0.83	0.88
Common Stock	0.94	0.97	0.97	0.53	0.47	0.39	-0.34	0.94	-0.3	0.48	0.67	0.58		0.56	0.92	0.48	0.89	0.5
Net Debt	0.59	0.51	0.48	0.61	0.19	0.47	-0.03	0.59	0.03	0.97	0.44	1.0	0.56		0.7	0.97	0.81	0.88
Net Invested Capital	0.94	0.93	0.92	0.72	0.42	0.39	-0.24	0.94	-0.21	0.61	0.56	0.73	0.92	0.7		0.61	0.96	0.59
Short Term Investments	0.5	0.41	0.39	0.55	0.17	0.34	0.0	0.5	0.1	1.0	0.36	0.97	0.48	0.97	0.61		0.73	0.94
Capital Stock	0.88	0.86	0.84	0.65	0.41	0.44	-0.2	0.88	-0.15	0.73	0.52	0.83	0.89	0.81	0.96	0.73		0.72
Current Deferred Revenue	0.5	0.43	0.42	0.49	0.24	0.25	-0.06	0.5	0.04	0.94	0.32	0.88	0.5	0.88	0.59	0.94	0.72

Click cells to compare fundamentals

Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.

Competition

Predict MFS Charter

MFS Return On Tangible Assets

Return On Tangible Assets

0.0377

At this time, MFS Charter's Return On Tangible Assets are relatively stable compared to the past year.

Based on the latest financial disclosure, MFS Charter Income has a Three Year Return of 0.0%. This indicator is about the same for the Capital Markets average (which is currently at 0.0) sector and about the same as Financials (which currently averages 0.0) industry. This indicator is about the same for all United States stocks average (which is currently at 0.0).

MFS Three Year Return Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses MFS Charter's direct or indirect competition against its Three Year Return to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of MFS Charter could also be used in its relative valuation, which is a method of valuing MFS Charter by comparing valuation metrics of similar companies.

MFS Charter is currently under evaluation in three year return category among its peers.

MFS Charter Current Valuation Drivers

We derive many important indicators used in calculating different scores of MFS Charter from analyzing MFS Charter's financial statements. These drivers represent accounts that assess MFS Charter's ability to generate profits relative to its revenue, operating costs, and shareholders' equity. Below are some of MFS Charter's important valuation drivers and their relationship over time.

	2019	2020	2021	2022	2023	2024 (projected)
Market Cap	378.0M	360.5M	300.0M	257.9M	296.6M	440.2M
Enterprise Value	477.7M	460.5M	399.4M	352.9M	405.8M	539.2M

MFS Fundamentals

	Return On Equity	0.0785
	Return On Asset	0.0324
	Profit Margin	1.01 %
	Operating Margin	0.90 %
	Current Valuation	357.16 M
	Shares Outstanding	42.01 M
	Shares Owned By Institutions	35.99 %
	Number Of Shares Shorted	35.36 K
	Price To Earning	10.73 X
	Price To Book	0.92 X
	Price To Sales	11.71 X
	Revenue	16.99 M
	Gross Profit	19.29 M
	EBITDA	16.47 M
	Net Income	16.47 M
	Cash And Equivalents	251.96 K
	Cash Per Share	0.01 X
	Total Debt	95 M
	Debt To Equity	0.31 %
	Current Ratio	0.11 X
	Book Value Per Share	6.76 X
	Cash Flow From Operations	37.57 M
	Short Ratio	0.52 X
	Earnings Per Share	0.54 X
	Target Price	3.67
	Beta	0.7
	Market Capitalization	262.17 M
	Total Asset	386.45 M
	Retained Earnings	(66.04 M)
	Annual Yield	0.09 %
	Five Year Return	8.82 %
	Net Asset	386.45 M
	Last Dividend Paid	0.54

About MFS Charter Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze MFS Charter Income's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of MFS Charter using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of MFS Charter Income based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.

Please read more on our fundamental analysis page.

Pair Trading with MFS Charter

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if MFS Charter position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in MFS Charter will appreciate offsetting losses from the drop in the long position's value.

Moving against MFS Stock

0.43	LC	LendingClub Corp	Pair Corr
0.4	V	Visa Class A	Pair Corr
0.38	GS	Goldman Sachs Group Fiscal Year End 21st of January 2025	Pair Corr
0.32	DIST	Distoken Acquisition	Pair Corr
0.31	MS	Morgan Stanley Fiscal Year End 21st of January 2025	Pair Corr

The ability to find closely correlated positions to MFS Charter could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace MFS Charter when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back MFS Charter - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling MFS Charter Income to buy it.

The correlation of MFS Charter is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as MFS Charter moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if MFS Charter Income moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.

Correlation analysis and pair trading evaluation for MFS Charter can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.

Pair Correlation Correlation Matching

Additional Tools for MFS Stock Analysis

When running MFS Charter's price analysis, check to measure MFS Charter's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy MFS Charter is operating at the current time. Most of MFS Charter's value examination focuses on studying past and present price action to predict the probability of MFS Charter's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move MFS Charter's price. Additionally, you may evaluate how the addition of MFS Charter to your portfolios can decrease your overall portfolio volatility.

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

Feedback Blog

Made with optimal in San Francisco

2024 Macroaxis LLC