Is MFS Charter Stock a Good Investment?
MFS Charter Investment Advice | MCR |
- Examine MFS Charter's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research MFS Charter's leadership team and their track record. Good management can help MFS Charter navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Asset Management & Custody Banks space and any emerging trends that could impact MFS Charter's business and its evolving consumer preferences.
- Compare MFS Charter's performance and market position to its competitors. Analyze how MFS Charter is positioned in terms of product offerings, innovation, and market share.
- Check if MFS Charter pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about MFS Charter's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in MFS Charter Income stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if MFS Charter Income is a good investment.
Sell | Buy |
Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Moves indifferently to market moves | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Hold | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unavailable | Details |
Examine MFS Charter Stock
Researching MFS Charter's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 36.0% of the company shares are owned by institutional investors. The company has price-to-book ratio of 0.92. Typically companies with comparable Price to Book (P/B) are able to outperform the market in the long run. MFS Charter Income last dividend was issued on the 12th of November 2024. The entity had 1:94 split on the July 30, 2013.
To determine if MFS Charter is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding MFS Charter's research are outlined below:
| MFS Charter Income has 95 M in debt with debt to equity (D/E) ratio of 0.31, which is OK given its current industry classification. MFS Charter Income has a current ratio of 0.11, suggesting that it has not enough short term capital to pay financial commitments when the payables are due. Note however, debt could still be an excellent tool for MFS to invest in growth at high rates of return. | |
| On 31st of October 2024 MFS Charter paid $ 0.0466 per share dividend to its current shareholders | |
| Latest headline from news.google.com: Long Term Investment Analysis - Stock Traders Daily |
MFS Charter Quarterly Liabilities And Stockholders Equity |
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MFS Charter's market capitalization trends
The company currently falls under 'Small-Cap' category with a total capitalization of 262.17 M.Market Cap |
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MFS Charter's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.05 | 0.04 | |
| Return On Capital Employed | 0.06 | 0.04 | |
| Return On Assets | 0.05 | 0.04 | |
| Return On Equity | 0.07 | 0.05 |
Determining MFS Charter's profitability involves analyzing its financial statements and using various financial metrics to determine if MFS Charter is a good buy. For example, gross profit margin measures MFS Charter's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of MFS Charter's profitability and make more informed investment decisions.
Evaluate MFS Charter's management efficiency
MFS Charter Income has Return on Asset of 0.0324 % which means that on every $100 spent on assets, it made $0.0324 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.0785 %, implying that it generated $0.0785 on every 100 dollars invested. MFS Charter's management efficiency ratios could be used to measure how well MFS Charter manages its routine affairs as well as how well it operates its assets and liabilities. As of 11/22/2024, Return On Tangible Assets is likely to drop to 0.04. In addition to that, Return On Capital Employed is likely to drop to 0.04. At this time, MFS Charter's Total Assets are relatively stable compared to the past year. As of 11/22/2024, Net Tangible Assets is likely to grow to about 354.6 M, while Non Currrent Assets Other are likely to drop (357.1 M).| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 7.70 | 9.81 | |
| Tangible Book Value Per Share | 7.70 | 9.81 | |
| Enterprise Value Over EBITDA | (11.84) | (12.43) | |
| Price Book Value Ratio | 0.82 | 0.74 | |
| Enterprise Value Multiple | (11.84) | (12.43) | |
| Price Fair Value | 0.82 | 0.74 | |
| Enterprise Value | 405.8 M | 539.2 M |
MFS Charter showcases strong leadership that adapts to market changes and drives innovation. Our analysis explores how this adaptability affects the stock's investment appeal.
Dividend Yield 0.0876 | Forward Dividend Yield 0.0876 | Forward Dividend Rate 0.55 | Beta 0.695 |
Basic technical analysis of MFS Stock
As of the 22nd of November, MFS Charter secures the Mean Deviation of 0.3435, market risk adjusted performance of (0.07), and Risk Adjusted Performance of (0.02). In respect to fundamental indicators, the technical analysis model lets you check practical technical drivers of MFS Charter Income, as well as the relationship between them. Please verify MFS Charter Income risk adjusted performance, variance, as well as the relationship between the Variance and potential upside to decide if MFS Charter Income is priced more or less accurately, providing market reflects its recent price of 6.26 per share. Given that MFS Charter Income has information ratio of (0.27), we recommend you to check MFS Charter's last-minute market performance to make sure the company can sustain itself at some point in the future.MFS Charter's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific MFS Charter insiders, such as employees or executives, is commonly permitted as long as it does not rely on MFS Charter's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases MFS Charter insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Robert Manning over two months ago Insider Trading | ||
Thomas Connors over two months ago Insider Trading | ||
Burgener Philipp over two months ago Insider Trading | ||
Deacon Timothy over three months ago Insider Trading | ||
Beaulieu Martin over six months ago Insider Trading |
MFS Charter's Outstanding Corporate Bonds
MFS Charter issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. MFS Charter Income uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most MFS bonds can be classified according to their maturity, which is the date when MFS Charter Income has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| Boeing Co 2196 Corp BondUS097023DG73 | View | |
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| MFRS TRADERS TR Corp BondUS55279HAK68 | View | |
| US55279HAQ39 Corp BondUS55279HAQ39 | View | |
| US552704AF51 Corp BondUS552704AF51 | View |
Understand MFS Charter's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing MFS Charter's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | (0.02) | |||
| Market Risk Adjusted Performance | (0.07) | |||
| Mean Deviation | 0.3435 | |||
| Coefficient Of Variation | (6,715) | |||
| Standard Deviation | 0.4275 | |||
| Variance | 0.1828 | |||
| Information Ratio | (0.27) | |||
| Jensen Alpha | (0.04) | |||
| Total Risk Alpha | (0.07) | |||
| Treynor Ratio | (0.08) | |||
| Maximum Drawdown | 1.88 | |||
| Value At Risk | (0.65) | |||
| Potential Upside | 0.6452 | |||
| Skewness | (0.03) | |||
| Kurtosis | (0.35) |
| Risk Adjusted Performance | (0.02) | |||
| Market Risk Adjusted Performance | (0.07) | |||
| Mean Deviation | 0.3435 | |||
| Coefficient Of Variation | (6,715) | |||
| Standard Deviation | 0.4275 | |||
| Variance | 0.1828 | |||
| Information Ratio | (0.27) | |||
| Jensen Alpha | (0.04) | |||
| Total Risk Alpha | (0.07) | |||
| Treynor Ratio | (0.08) | |||
| Maximum Drawdown | 1.88 | |||
| Value At Risk | (0.65) | |||
| Potential Upside | 0.6452 | |||
| Skewness | (0.03) | |||
| Kurtosis | (0.35) |
Consider MFS Charter's intraday indicators
MFS Charter intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of MFS Charter stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Accumulation Distribution | 185.1 | |||
| Daily Balance Of Power | 1.0 | |||
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 6.26 | |||
| Day Typical Price | 6.26 | |||
| Price Action Indicator | 0.01 | |||
| Period Momentum Indicator | 0.02 |
MFS Charter Corporate Filings
F4 | 1st of November 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
| 28th of October 2024 Other Reports | ViewVerify | |
| 25th of October 2024 Other Reports | ViewVerify | |
F3 | 19th of September 2024 The report used by insiders such as officers, directors, and major shareholders (beneficial owners holding more than 10% of any class of the company's equity securities) to declare their ownership of a company's stock | ViewVerify |
MFS Stock media impact
Far too much social signal, news, headlines, and media speculation about MFS Charter that are available to investors today. That information is available publicly through MFS media outlets and privately through word of mouth or via MFS internal channels. However, regardless of the origin, that massive amount of MFS data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of MFS Charter news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of MFS Charter relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to MFS Charter's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive MFS Charter alpha.
MFS Charter Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards MFS Charter can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
MFS Charter Corporate Management
| James Kilman | Independent Trustee | Profile | |
| Amanda Mooradian | Assistant Secretary, Assistant Clerk | Profile | |
| CFA CFA | Portfolio Manager | Profile | |
| Susan Pereira | Assistant Secretary, Assistant Clerk | Profile | |
| Laurie Thomsen | Independent Trustee | Profile | |
| Robert Manning | Trustee | Profile |
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.