Mfs Charter Income Stock Analysis

MFS Stock Analysis Notes

About 38.0% of the company shares are owned by institutional investors. The company has price-to-book ratio of 0.91. 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 18th of March 2025. The entity had 1:94 split on the July 30, 2013. MFS Charter Income Trust is a closed ended fixed income mutual fund launched and managed by Massachusetts Financial Services Company. MFS Charter Income Trust was formed on July 20, 1989 and is domiciled in the United States. MFS Charter is traded on New York Stock Exchange in the United States. To find out more about MFS Charter Income contact the company at 617 954 5000 or learn more at https://www.mfs.com/en-us/individual-investor/prod.

MFS Charter Income Investment Alerts

MFS Market Capitalization

The company currently falls under 'Small-Cap' category with a total capitalization of 261.9 M.

MFS Profitablity

The company has Net Profit Margin of 1.32 %, 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 0.9 %, which entails that for every 100 dollars of revenue, it generated $0.9 of operating income.

Management Efficiency

MFS Charter Income has Return on Asset of 0.0331 % which means that on every $100 spent on assets, it made $0.0331 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.1051 %, implying that it generated $0.1051 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. At this time, MFS Charter's Return On Tangible Assets are relatively stable compared to the past year. As of 03/23/2025, Return On Assets is likely to grow to 0.09, though Return On Capital Employed is likely to grow to (0.21). At this time, MFS Charter's Total Assets are relatively stable compared to the past year. As of 03/23/2025, Net Tangible Assets is likely to grow to about 354.6 M, while Total Current Assets are likely to drop slightly above 23.1 K.

Technical Drivers

As of the 23rd of March, MFS Charter secures the Risk Adjusted Performance of 0.0193, market risk adjusted performance of 0.0468, and Mean Deviation of 0.3951. 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 information ratio, potential upside, as well as the relationship between the Potential Upside and kurtosis to decide if MFS Charter Income is priced more or less accurately, providing market reflects its recent price of 6.28 per share. Given that MFS Charter Income has jensen alpha of 0.018, 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 Income Price Movement Analysis

MFS Charter Income Insider Trading Activities

MFS Charter Outstanding Bonds

MFS Charter Predictive Daily Indicators

MFS Charter Corporate Filings

MFS Charter Forecast Models

MFS Charter's time-series forecasting models are one of many MFS Charter'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 Charter'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.

Stock analysis is the technique used by a trader or investor to examine and evaluate how MFS Charter 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 Charter. By using and applying MFS Stock analysis, traders can create a robust methodology for identifying MFS entry and exit points for their positions.

We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. MFS analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. MFS analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.

MFS Charter Income stock analysis indicators help investors evaluate how MFS Charter stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing and determine when trading MFS Charter shares will generate the highest return on investment. By understating and applying MFS Charter stock analysis, traders can identify MFS Charter position entry and exit signals to maximize returns.

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.