Mfs Charter Income Stock Performance
| MCR Stock | USD 6.29 0.03 0.48% |
MFS Charter has a performance score of 2 on a scale of 0 to 100. The company secures a Beta (Market Risk) of 0.2, which conveys not very significant fluctuations relative to the market. As returns on the market increase, MFS Charter's returns are expected to increase less than the market. However, during the bear market, the loss of holding MFS Charter is expected to be smaller as well. MFS Charter Income currently secures a risk of 0.43%. Please verify MFS Charter Income potential upside, as well as the relationship between the kurtosis and day typical price , to decide if MFS Charter Income will be following its current price movements.
Risk-Adjusted Performance
2 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in MFS Charter Income are ranked lower than 2 (%) of all global equities and portfolios over the last 90 days. Even with relatively invariable fundamental indicators, MFS Charter is not utilizing all of its potentials. The latest stock price agitation, may contribute to short-term losses for the retail investors. ...more
Actual Historical Performance (%)
One Day Return 0.64 | Five Day Return 2.27 | Year To Date Return (2.63) | Ten Year Return (28.41) | All Time Return (48.06) |
Forward Dividend Yield 0.0873 | Payout Ratio 0.9992 | Forward Dividend Rate 0.55 | Dividend Date 2019-02-28 | Ex Dividend Date 2024-11-12 |
| MFS Charter dividend paid on 30th of August 2024 | 08/30/2024 |
1 | Pivots Trading Plans and Risk Controls - Stock Traders Daily | 09/05/2024 |
2 | Insider Trading | 09/06/2024 |
3 | Peritus High Yield ETF Stock Crosses Below 200-Day Moving Average of 25.49 - Defense World | 09/25/2024 |
| MFS Charter dividend paid on 30th of September 2024 | 09/30/2024 |
| MFS Charter dividend paid on 31st of October 2024 | 10/31/2024 |
4 | Long Term Investment Analysis - Stock Traders Daily | 11/13/2024 |
| Begin Period Cash Flow | 1.7 M |
MFS |
MFS Charter Relative Risk vs. Return Landscape
If you would invest 624.00 in MFS Charter Income on August 27, 2024 and sell it today you would earn a total of 5.00 from holding MFS Charter Income or generate 0.8% return on investment over 90 days. MFS Charter Income is generating 0.0134% of daily returns assuming volatility of 0.4294% on return distribution over 90 days investment horizon. In other words, 3% of stocks are less volatile than MFS, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
MFS Charter Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for MFS Charter's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as MFS Charter Income, and traders can use it to determine the average amount a MFS Charter's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0311
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| Negative Returns | MCR |
Estimated Market Risk
| 0.43 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.03 actual daily | 2 98% of assets perform better |
Based on monthly moving average MFS Charter is performing at about 2% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of MFS Charter by adding it to a well-diversified portfolio.
MFS Charter Fundamentals Growth
MFS Stock prices reflect investors' perceptions of the future prospects and financial health of MFS Charter, and MFS Charter fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on MFS Stock performance.
| Return On Equity | 0.0785 | ||||
| Return On Asset | 0.0324 | ||||
| Profit Margin | 1.01 % | ||||
| Operating Margin | 0.90 % | ||||
| Current Valuation | 358 M | ||||
| Shares Outstanding | 42.01 M | ||||
| Price To Earning | 10.73 X | ||||
| Price To Book | 0.93 X | ||||
| Price To Sales | 11.74 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 | ||||
| Earnings Per Share | 0.54 X | ||||
| Market Capitalization | 263.01 M | ||||
| Total Asset | 386.45 M | ||||
| Retained Earnings | (66.04 M) | ||||
About MFS Charter Performance
Assessing MFS Charter's fundamental ratios provides investors with valuable insights into MFS Charter's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the MFS Charter is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | (983.84) | (934.65) | |
| 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 |
Things to note about MFS Charter Income performance evaluation
Checking the ongoing alerts about MFS Charter for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for MFS Charter Income help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| 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 |
- Analyzing MFS Charter's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether MFS Charter's stock is overvalued or undervalued compared to its peers.
- Examining MFS Charter's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating MFS Charter's management team can have a significant impact on its success or failure. Reviewing the track record and experience of MFS Charter's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of MFS Charter's stock. These opinions can provide insight into MFS Charter's potential for growth and whether the stock is currently undervalued or overvalued.
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.