MFS Intermediate Profitability Analysis
| MIN Stock | USD 2.67 0.01 0.37% |
Net Income | First Reported 2006-10-31 | Previous Quarter 6.6 M | Current Value 6.6 M | Quarterly Volatility 13 M |
| Current Value | Last Year | Change From Last Year | 10 Year Trend | ||||||
|---|---|---|---|---|---|---|---|---|---|
| Gross Profit Margin | 0.91 | 1.21 |
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| Net Profit Margin | 0.72 | 0.75 |
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| Operating Profit Margin | 0.7 | 0.72 |
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| Pretax Profit Margin | 0.72 | 0.75 |
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For MFS Intermediate profitability analysis, we use financial ratios and fundamental drivers that measure the ability of MFS Intermediate to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well MFS Intermediate Income utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between MFS Intermediate's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of MFS Intermediate Income over time as well as its relative position and ranking within its peers.
MFS |
Is Asset Management & Custody Banks space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of MFS Intermediate. If investors know MFS will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about MFS Intermediate listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.31) | Dividend Share 0.247 | Earnings Share 0.02 | Revenue Per Share 0.107 | Quarterly Revenue Growth 0.113 |
The market value of MFS Intermediate Income is measured differently than its book value, which is the value of MFS that is recorded on the company's balance sheet. Investors also form their own opinion of MFS Intermediate's value that differs from its market value or its book value, called intrinsic value, which is MFS Intermediate's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because MFS Intermediate's market value can be influenced by many factors that don't directly affect MFS Intermediate's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between MFS Intermediate's value and its price as these two are different measures arrived at by different means. Investors typically determine if MFS Intermediate is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. 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.
MFS Intermediate Income Return On Asset vs. Return On Equity Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining MFS Intermediate's current stock value. Our valuation model uses many indicators to compare MFS Intermediate value to that of its competitors to determine the firm's financial worth. MFS Intermediate Income is regarded fifth in return on equity category among its peers. It is regarded fourth in return on asset category among its peers reporting about 1.61 of Return On Asset per Return On Equity. At this time, MFS Intermediate's Return On Equity is very stable compared to the past year. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the MFS Intermediate's earnings, one of the primary drivers of an investment's value.MFS Return On Asset vs. Return On Equity
Return on Equity or ROE tells company stockholders how effectually their money is being utilized or reinvested. It is a useful ratio when analyzing company profitability or the management effectiveness given the capital invested by the shareholders. ROE shows how efficiently a company utilizes investments to generate income.
MFS Intermediate |
| = | 0.0114 |
For most industries, Return on Equity between 10% and 30% are considered desirable to provide dividends to owners and have funds for the future growth of the company. Investors should be very careful using ROE as the only efficiency indicator because ROE can be high if a company is heavily leveraged.
Return on Asset or ROA shows how effective is the management of the company in generating income from utilizing all of the assets at their disposal. It is a useful ratio to evaluate the performance of different departments of a company as well as to understand management performance over time.
MFS Intermediate |
| = | 0.0184 |
Return on Asset measures overall efficiency of a company in generating profits from its total assets. It is expressed as the percentage of profits earned per dollar of Asset. A low ROA typically means that a company is asset-intensive and therefore will needs more money to continue generating revenue in the future.
MFS Return On Asset Comparison
MFS Intermediate is currently under evaluation in return on asset category among its peers.
MFS Intermediate Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in MFS Intermediate, profitability is also one of the essential criteria for including it into their portfolios because, without profit, MFS Intermediate will eventually generate negative long term returns. The profitability progress is the general direction of MFS Intermediate's change in net profit over the period of time. It can combine multiple indicators of MFS Intermediate, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
| Last Reported | Projected for Next Year | ||
| Operating Income | 8.7 M | 12.7 M | |
| Net Income From Continuing Ops | 8.7 M | 9.5 M | |
| Income Before Tax | 8.7 M | 10.5 M | |
| Total Other Income Expense Net | (3.45) | (3.62) | |
| Net Loss | -39.5 M | -37.5 M | |
| Net Income | 8.7 M | 9.5 M | |
| Income Tax Expense | 10.6 M | 11.1 M | |
| Net Interest Income | 9.9 M | 10.5 M | |
| Interest Income | 9.9 M | 10.5 M | |
| Net Income Per Share | 0.10 | 0.10 |
MFS Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on MFS Intermediate. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of MFS Intermediate position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the MFS Intermediate's important profitability drivers and their relationship over time.
MFS Intermediate Profitability Trends
MFS Intermediate profitability trend refers to the progression of profit or loss within a business. An upward trend means that MFS Intermediate's profit has generally increased over time, and a downward profitability trend means profits are declining. Recognizing problems early in profitability trends allows investors to address revenue and cost issues in advance. Investors and analysts usually monitor three types of profitability trends: gross, operating, and net. Gross profit is the difference between revenue and costs of goods sold. Operating profit is MFS Intermediate's gross profit minus its overhead. After you account for other unusual revenue, expenses, and costs, you get net profit. Gross profit trends are often a good indicator of future profitability. If you have high gross profit margins, you have a better chance to cover overhead and make money.
MFS Intermediate Profitability Drivers Correlations
One of the toughest challenges investors face today is learning how to quickly synthesize and read into endless financial statements and information provided by the company, SEC reporting, and various external parties. Understanding the correlation between MFS Intermediate different financial indicators related to revenue and profit generation helps investors identify and prioritize their investing strategies towards MFS Intermediate in a much-optimized way. Analyzing correlations between profit drivers that are directly associated with dollar figures is the most effective way to break down MFS Intermediate's future profitability.
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Use MFS Intermediate in pair-trading
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 Intermediate 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 Intermediate will appreciate offsetting losses from the drop in the long position's value.MFS Intermediate Pair Trading
MFS Intermediate Income Pair Trading Analysis
The ability to find closely correlated positions to MFS Intermediate 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 Intermediate 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 Intermediate - 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 Intermediate Income to buy it.
The correlation of MFS Intermediate 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 Intermediate moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if MFS Intermediate 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 Intermediate 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.Use Investing Themes to 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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ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Emerging Markets ETFs theme has 29 constituents at this time.
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Check out Correlation Analysis. You can also try the Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.
To fully project MFS Intermediate's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of MFS Intermediate Income at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include MFS Intermediate's income statement, its balance sheet, and the statement of cash flows.