Mfs Investment Grade Stock Analysis
| CXH Stock | USD 8.15 0.02 0.25% |
IPO Date 30th of June 1989 | 200 Day MA 7.7873 | 50 Day MA 8.0186 | Beta 0.735 |
MFS Investment Grade holds a debt-to-equity ratio of 0.62. As of now, MFS Investment's Cash Flow To Debt Ratio is decreasing as compared to previous years. With a high degree of financial leverage come high-interest payments, which usually reduce MFS Investment's Earnings Per Share (EPS).
Asset vs Debt
Equity vs Debt
MFS Investment's liquidity is one of the most fundamental aspects of both its future profitability and its ability to meet different types of ongoing financial obligations. MFS Investment's cash, liquid assets, total liabilities, and shareholder equity can be utilized to evaluate how much leverage the Company is using to sustain its current operations. For traders, higher-leverage indicators usually imply a higher risk to shareholders. In addition, it helps MFS Stock's retail investors understand whether an upcoming fall or rise in the market will negatively affect MFS Investment's stakeholders.
For many companies, including MFS Investment, marketable securities, inventories, and receivables are the most common assets that could be converted to cash. However, for MFS Investment Grade, the most critical issue when managing liquidity is ensuring that current assets are properly aligned with current liabilities. If they are not, MFS Investment's management will need to obtain alternative financing to ensure there are always enough cash equivalents on the balance sheet to meet obligations.
Price Book 0.9454 | Price Sales 12.3457 | Dividend Share 0.37 | Earnings Share 0.02 | Shares Short 37.6 K |
Given that MFS Investment's debt-to-equity ratio measures a Company's obligations relative to the value of its net assets, it is usually used by traders to estimate the extent to which MFS Investment is acquiring new debt as a mechanism of leveraging its assets. A high debt-to-equity ratio is generally associated with increased risk, implying that it has been aggressive in financing its growth with debt. Another way to look at debt-to-equity ratios is to compare the overall debt load of MFS Investment to its assets or equity, showing how much of the company assets belong to shareholders vs. creditors. If shareholders own more assets, MFS Investment is said to be less leveraged. If creditors hold a majority of MFS Investment's assets, the Company is said to be highly leveraged.
As of now, MFS Investment's Liabilities And Stockholders Equity is decreasing as compared to previous years. The MFS Investment's current Other Stockholder Equity is estimated to increase to about 11.6 M, while Common Stock Total Equity is projected to decrease to under 70.2 M. . As of now, MFS Investment's Price To Free Cash Flows Ratio is decreasing as compared to previous years. The MFS Investment's current Price Cash Flow Ratio is estimated to increase to 25.67, while Price Book Value Ratio is projected to decrease to 0.68. MFS Investment Grade is undervalued with Real Value of 9.52 and Hype Value of 8.15. The main objective of MFS Investment stock analysis is to determine its intrinsic value, which is an estimate of what MFS Investment Grade is worth, separate from its market price. There are two main types of MFS Investment's stock analysis: fundamental analysis and technical analysis.
The MFS Investment stock is traded in the USA on New York Stock Exchange, with the market opening at 09:30:00 and closing at 16:00:00 every Mon,Tue,Wed,Thu,Fri except for officially observed holidays in the USA. Here, you can get updates on important government artifacts, including earning estimates, SEC corporate filings, announcements, and MFS Investment's ongoing operational relationships across important fundamental and technical indicators.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in MFS Investment Grade. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in discontinued. MFS Stock Analysis Notes
About 53.0% of the company shares are held by institutions such as insurance companies. The company has price-to-book (P/B) ratio of 0.95. Some equities with similar Price to Book (P/B) outperform the market in the long run. MFS Investment Grade last dividend was issued on the 17th of February 2026. MFS Investment Grade Municipal is a close ended fixed income mutual fund launched and managed by Massachusetts Financial Services Company. MFS Investment Grade Municipal Trust was founded in May 16, 1989 and is domiciled in United States. Colonial Investment is traded on New York Stock Exchange in the United States. For more info on MFS Investment Grade please contact the company at 617 954 5000 or go to https://www.mfs.com/en-us/individual-investor/prod.MFS Investment Quarterly Total Revenue |
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MFS Investment Grade Investment Alerts
| On 30th of January 2026 MFS Investment paid $ 0.034 per share dividend to its current shareholders | |
| Latest headline from news.google.com: Will MFS Investment Grade Municipal Trust benefit from green energy policies - Weekly Risk Report Consistent Growth Equity Picks - mfd.ru |
MFS Market Capitalization
The company currently falls under 'Micro-Cap' category with a total capitalization of 66.82 M.MFS Profitablity
The company has Net Profit Margin of 0.02 %, which implies that it may need a different competitive strategy as even a very small decline in it revenue may erase profits and result in a net loss. This is way below average. In the same way, it shows Net Operating Margin of 0.86 %, which entails that for every 100 dollars of revenue, it generated $0.86 of operating income.| Last Reported | Projected for Next Year | ||
| Return On Capital Employed | 0.02 | 0.03 |
Management Efficiency
MFS Investment Grade has Return on Asset of 0.0248 % which means that on every $100 spent on assets, it made $0.0248 of profit. This is way below average. MFS Investment's management efficiency ratios could be used to measure how well MFS Investment manages its routine affairs as well as how well it operates its assets and liabilities. The MFS Investment's current Return On Capital Employed is estimated to increase to 0.03, while Return On Tangible Assets are projected to decrease to 0. As of now, MFS Investment's Non Current Assets Total are decreasing as compared to previous years.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 9.91 | 9.42 | |
| Tangible Book Value Per Share | 9.91 | 9.42 | |
| Enterprise Value Over EBITDA | 53.58 | 56.26 | |
| Price Book Value Ratio | 0.83 | 0.68 | |
| Enterprise Value Multiple | 53.58 | 56.26 | |
| Price Fair Value | 0.83 | 0.68 | |
| Enterprise Value | 123.8 M | 142.8 M |
The management strategies employed by MFS Investment's are designed to enhance shareholder value and ensure long-term growth. We assess the effectiveness of these strategies in our stock analysis.
Technical Drivers
As of the 24th of February, MFS Investment secures the Mean Deviation of 0.2354, risk adjusted performance of 0.1234, and Market Risk Adjusted Performance of 14.19. MFS Investment Grade technical analysis lets you operate historical price patterns with an objective to determine a pattern that forecasts the direction of the firm's future prices.MFS Investment Grade Price Movement Analysis
The output start index for this execution was nine with a total number of output elements of fifty-two. The Triangular Moving Average shows MFS Investment double smoothed mean price over a specified number of previous prices (i.e., averaged twice).
MFS Investment Grade 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 Investment insiders, such as employees or executives, is commonly permitted as long as it does not rely on MFS Investment'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 Investment 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.
MFS Investment Outstanding Bonds
MFS Investment 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 Investment Grade 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 Investment Grade 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.
MFS Investment Predictive Daily Indicators
MFS Investment 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 Investment 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.
MFS Investment Corporate Filings
13A | 17th of February 2026 The form used by investors holding more than 5% of a company's stock, to report their beneficial ownership pursuant to Rule 13d-1 or Rule 13d-2 under the Securities Exchange Act of 1934 | ViewVerify |
13A | 13th of February 2026 An amended filing to the original Schedule 13G | ViewVerify |
| 12th of February 2026 Other Reports | ViewVerify | |
| 26th of January 2026 Other Reports | ViewVerify | |
| 23rd of January 2026 Other Reports | ViewVerify | |
F3 | 9th of January 2026 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 |
F4 | 11th of December 2025 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 |
| 30th of October 2025 Other Reports | ViewVerify |
MFS Investment Forecast Models
MFS Investment's time-series forecasting models are one of many MFS Investment's stock analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary MFS Investment's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.MFS Investment Bond Ratings
MFS Investment Grade financial ratings play a critical role in determining how much MFS Investment have to pay to access credit markets, i.e., the amount of interest on their issued debt. The threshold between investment-grade and speculative-grade ratings has important market implications for MFS Investment's borrowing costs.| Piotroski F Score | 5 | Healthy | View |
| Beneish M Score | (2.87) | Unlikely Manipulator | View |
MFS Investment Grade Debt to Cash Allocation
As MFS Investment Grade follows its natural business cycle, the capital allocation decisions will not magically go away. MFS Investment's decision-makers have to determine if most of the cash flows will be poured back into or reinvested in the business, reserved for other projects beyond operational needs, or paid back to stakeholders and investors.
MFS Investment Grade has 43.94 M in debt with debt to equity (D/E) ratio of 0.62, which is OK given its current industry classification. MFS Investment Grade has a current ratio of 1.88, which is typical for the industry and considered as normal. That said, strategic use of leverage may enable MFS to fund expansion initiatives and generate superior returns. MFS Investment Total Assets Over Time
MFS Investment Assets Financed by Debt
The debt-to-assets ratio shows the degree to which MFS Investment uses debt to finance its assets. It includes both long-term and short-term borrowings maturing within one year. It also includes both tangible and intangible assets, such as goodwill.MFS Investment Debt Ratio | 28.0 |
MFS Investment Corporate Bonds Issued
Most MFS bonds can be classified according to their maturity, which is the date when MFS Investment Grade 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.
MFS Long Term Debt
Long Term Debt |
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About MFS Stock Analysis
Stock analysis is the technique used by a trader or investor to examine and evaluate how MFS Investment prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling MFS shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Stock such as MFS Investment. By using and applying MFS Stock analysis, traders can create a robust methodology for identifying MFS entry and exit points for their positions.
| Last Reported | Projected for Next Year | ||
| Pretax Profit Margin | 0.03 | 0.03 | |
| Operating Profit Margin | 0.45 | 0.53 | |
| Net Profit Margin | 0.03 | 0.03 | |
| Gross Profit Margin | 0.79 | 0.97 |
Be your own money manager
As an investor, your ultimate goal is to build wealth. Optimizing your investment portfolio is an essential element in this goal. Using our stock analysis tools, you can find out how much better you can do when adding MFS Investment to your portfolios without increasing risk or reducing expected return.Did you try this?
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Complementary Tools for MFS Stock analysis
When running MFS Investment's price analysis, check to measure MFS Investment'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 Investment is operating at the current time. Most of MFS Investment's value examination focuses on studying past and present price action to predict the probability of MFS Investment'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 Investment's price. Additionally, you may evaluate how the addition of MFS Investment to your portfolios can decrease your overall portfolio volatility.
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