Is MFS Investment Stock a Good Investment?
MFS Investment Investment Advice | CXH |
- Examine MFS Investment'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 Investment's leadership team and their track record. Good management can help MFS Investment 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 Investment's business and its evolving consumer preferences.
- Compare MFS Investment's performance and market position to its competitors. Analyze how MFS Investment is positioned in terms of product offerings, innovation, and market share.
- Check if MFS Investment pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about MFS Investment'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 Investment Grade 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 Investment Grade is a good investment.
Sell | Buy |
Hold
Market Performance | Modest | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Very Low | Details | |
Economic Sensitivity | Barely shadows the market | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Not Available | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Examine MFS Investment Stock
Researching MFS Investment'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 43.0% of the company shares are held by institutions such as insurance companies. The company has price-to-book (P/B) ratio of 0.89. 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 18th of March 2025.
To determine if MFS Investment 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 Investment's research are outlined below:
| On 28th of February 2025 MFS Investment paid $ 0.0265 per share dividend to its current shareholders | |
| Latest headline from seekingalpha.com: MFS Investment Grade Municipal Trust declares 0.0275 dividend |
MFS Investment's market capitalization trends
The company currently falls under 'Micro-Cap' category with a total capitalization of 65.59 M.Market Cap |
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MFS Investment's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.07 | 0.07 | |
| Return On Capital Employed | (0.18) | (0.17) | |
| Return On Assets | 0.07 | 0.07 | |
| Return On Equity | 0.11 | 0.12 |
Determining MFS Investment's profitability involves analyzing its financial statements and using various financial metrics to determine if MFS Investment is a good buy. For example, gross profit margin measures MFS Investment'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 Investment's profitability and make more informed investment decisions.
Evaluate MFS Investment's management efficiency
MFS Investment Grade has Return on Asset of 0.0241 % which means that on every $100 spent on assets, it made $0.0241 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.1019 %, implying that it generated $0.1019 on every 100 dollars invested. 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. As of now, MFS Investment's Return On Tangible Assets are decreasing as compared to previous years. The MFS Investment's current Return On Assets is estimated to increase to 0.07, while Return On Capital Employed is forecasted to increase to (0.17). As of now, MFS Investment's Non Current Assets Total are decreasing as compared to previous years. The MFS Investment's current Return On Tangible Assets is estimated to increase to 0.07, while Total Current Assets are projected to decrease to under 26.9 K.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 10.26 | 9.75 | |
| Tangible Book Value Per Share | 10.26 | 9.75 | |
| Enterprise Value Over EBITDA | (170.95) | (162.40) | |
| Price Book Value Ratio | 0.83 | 0.68 | |
| Enterprise Value Multiple | (170.95) | (162.40) | |
| Price Fair Value | 0.83 | 0.68 | |
| Enterprise Value | 78.1 M | 138.9 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.
Basic technical analysis of MFS Stock
As of the 25th of March, MFS Investment secures the Market Risk Adjusted Performance of (0.09), mean deviation of 0.3801, and Risk Adjusted Performance of (0.01). 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'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 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's Outstanding Corporate 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.
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Understand MFS Investment's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing MFS Investment'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 | (0.01) | |||
| Market Risk Adjusted Performance | (0.09) | |||
| Mean Deviation | 0.3801 | |||
| Semi Deviation | 0.5642 | |||
| Downside Deviation | 0.6425 | |||
| Coefficient Of Variation | 39753.95 | |||
| Standard Deviation | 0.5098 | |||
| Variance | 0.2599 | |||
| Information Ratio | 0.0545 | |||
| Jensen Alpha | (0.01) | |||
| Total Risk Alpha | 0.0119 | |||
| Sortino Ratio | 0.0432 | |||
| Treynor Ratio | (0.10) | |||
| Maximum Drawdown | 2.37 | |||
| Value At Risk | (1.00) | |||
| Potential Upside | 0.7585 | |||
| Downside Variance | 0.4128 | |||
| Semi Variance | 0.3183 | |||
| Expected Short fall | (0.37) | |||
| Skewness | (0.61) | |||
| Kurtosis | 0.8486 |
| Risk Adjusted Performance | (0.01) | |||
| Market Risk Adjusted Performance | (0.09) | |||
| Mean Deviation | 0.3801 | |||
| Semi Deviation | 0.5642 | |||
| Downside Deviation | 0.6425 | |||
| Coefficient Of Variation | 39753.95 | |||
| Standard Deviation | 0.5098 | |||
| Variance | 0.2599 | |||
| Information Ratio | 0.0545 | |||
| Jensen Alpha | (0.01) | |||
| Total Risk Alpha | 0.0119 | |||
| Sortino Ratio | 0.0432 | |||
| Treynor Ratio | (0.10) | |||
| Maximum Drawdown | 2.37 | |||
| Value At Risk | (1.00) | |||
| Potential Upside | 0.7585 | |||
| Downside Variance | 0.4128 | |||
| Semi Variance | 0.3183 | |||
| Expected Short fall | (0.37) | |||
| Skewness | (0.61) | |||
| Kurtosis | 0.8486 |
Consider MFS Investment's intraday 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.
| Daily Balance Of Power | (9,223,372,036,855) | |||
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 7.98 | |||
| Day Typical Price | 7.98 | |||
| Price Action Indicator | (0.01) | |||
| Period Momentum Indicator | (0.02) | |||
| Relative Strength Index | 47.13 |
MFS Investment Corporate Filings
| 14th of February 2025 Other Reports | ViewVerify | |
| 11th of February 2025 Other Reports | ViewVerify | |
| 27th of January 2025 Other Reports | ViewVerify | |
| 24th of January 2025 Other Reports | ViewVerify |
MFS Stock media impact
Far too much social signal, news, headlines, and media speculation about MFS Investment 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 Investment 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 Investment 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 Investment's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive MFS Investment alpha.
MFS Investment Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards MFS Investment 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 Investment Corporate Management
| James Kilman | Independent Trustee | Profile | |
| Amanda Mooradian | Assistant Secretary, Assistant Clerk | Profile | |
| Susan Pereira | Assistant Secretary, Assistant Clerk | Profile | |
| Laurie Thomsen | Independent Trustee | Profile | |
| Robert Manning | Trustee | Profile | |
| Maryanne Roepke | Independent Trustee | Profile |
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 interest. You can also try the ETF Categories module to list of ETF categories grouped based on various criteria, such as the investment strategy or type of investments.
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 Investment. 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 Investment 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 0.118 | Dividend Share 0.303 | Earnings Share 0.88 | Revenue Per Share | Quarterly Revenue Growth (0.02) |
The market value of MFS Investment Grade 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 Investment's value that differs from its market value or its book value, called intrinsic value, which is MFS Investment'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 Investment's market value can be influenced by many factors that don't directly affect MFS Investment's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
In summary, please note that there is a difference between MFS Investment's value and its price, as these two are different measures arrived at by various means. Investors typically determine if MFS Investment is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, MFS Investment'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.