Mfs Investment Grade Stock Buy Hold or Sell Recommendation
| CXH Stock | USD 7.35 0.02 0.27% |
Considering the 90-day investment horizon and complete risk avoidance on your part, our recommendation regarding MFS Investment Grade is 'Strong Sell'. Macroaxis provides MFS Investment buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding CXH positions. The advice algorithm takes into account all of MFS Investment's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting MFS Investment's buy or sell advice are summarized below:
Real Value 7.43 | Hype Value 7.37 | Market Value 7.35 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell MFS Investment Grade given historical horizon and risk tolerance towards MFS Investment. When Macroaxis issues a 'buy' or 'sell' recommendation for MFS Investment Grade, the advice is generated through an automated system that utilizes algorithms and statistical models.
MFS |
Execute MFS Investment Buy or Sell Advice
The MFS recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on MFS Investment Grade. Macroaxis does not own or have any residual interests in MFS Investment Grade or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute MFS Investment's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Sell
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Slowly supersedes the market | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Not Available | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Inapplicable | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
MFS Investment Trading Alerts and Improvement Suggestions
| MFS Investment Grade generated a negative expected return over the last 90 days | |
| On 28th of March 2024 MFS Investment paid $ 0.0255 per share dividend to its current shareholders | |
| Latest headline from news.google.com: MFS Investment Grade Municipal Trust and MFS Municipal Income Trust Declare Capital Gain Distributions - The Globe and Mail |
MFS Investment Returns Distribution Density
The distribution of MFS Investment's historical returns is an attempt to chart the uncertainty of MFS Investment's future price movements. The chart of the probability distribution of MFS Investment daily returns describes the distribution of returns around its average expected value. We use MFS Investment Grade price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of MFS Investment returns is essential to provide solid investment advice for MFS Investment.
| Mean Return | -0.02 | Value At Risk | -0.93 | Potential Upside | 0.67 | Standard Deviation | 0.50 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of MFS Investment historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
MFS Investment Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change In Cash | 1.8M | 1.1M | (3.1M) | 7.0M | 8.1M | 8.5M | |
| Dividends Paid | (4.2M) | (4.2M) | (3.8M) | (2.5M) | (2.3M) | (2.1M) | |
| Total Cash From Operating Activities | 5.5M | 4.1M | (302.3K) | 11.8M | 13.6M | 14.3M | |
| Net Income | 4.4M | 4.9M | (18.3M) | 1.6M | 1.4M | 1.5M | |
| Total Cash From Financing Activities | (3.7M) | (3.0M) | (2.8M) | (11.8M) | (13.6M) | (14.3M) | |
| Other Cashflows From Financing Activities | 914.8K | 49.9M | 1.8M | 5.3M | 6.1M | 6.8M | |
| Change To Account Receivables | 268.4K | 101.0K | 226.7K | 23.4K | 27.0K | 25.6K | |
| Change To Operating Activities | (30.9K) | (68.8K) | 3.8K | (67.3K) | (60.5K) | (57.5K) | |
| Change To Netincome | (7.5M) | 934.1K | (988.7K) | 17.8M | 20.5M | 21.5M | |
| End Period Cash Flow | 2.1M | 3.1M | 0.0 | 7.0M | 8.1M | 8.5M | |
| Free Cash Flow | 5.5M | 4.1M | (302.3K) | 11.8M | 10.7M | 6.7M | |
| Change In Working Capital | 199.7K | 104.6K | 175.1K | 164.1K | 147.6K | 134.6K | |
| Begin Period Cash Flow | 600.4K | 1.2M | 283.5K | 2.1M | 3.1M | 0.0 | |
| Other Non Cash Items | 934.1K | (975.8K) | 17.9M | 10.1M | 11.6M | 7.1M |
MFS Investment Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to MFS Investment or Capital Markets sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that MFS Investment's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a MFS stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over NYSE Composite | -0.04 | |
β | Beta against NYSE Composite | 0.28 | |
σ | Overall volatility | 0.50 | |
Ir | Information ratio | -0.15 |
MFS Investment Volatility Alert
MFS Investment Grade exhibits very low volatility with skewness of -0.23 and kurtosis of 0.09. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure MFS Investment's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact MFS Investment's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.MFS Investment Fundamentals Vs Peers
Comparing MFS Investment's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze MFS Investment's direct or indirect competition across all of the common fundamentals between MFS Investment and the related equities. This way, we can detect undervalued stocks with similar characteristics as MFS Investment or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of MFS Investment's fundamental indicators could also be used in its relative valuation, which is a method of valuing MFS Investment by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare MFS Investment to competition |
| Fundamentals | MFS Investment | Peer Average |
| Return On Equity | 0.0216 | -0.31 |
| Return On Asset | 0.0226 | -0.14 |
| Profit Margin | 0.29 % | (1.27) % |
| Operating Margin | 0.78 % | (5.51) % |
| Current Valuation | 111.25 M | 16.62 B |
| Shares Outstanding | 8.2 M | 571.82 M |
| Shares Owned By Institutions | 33.28 % | 39.21 % |
| Number Of Shares Shorted | 6.91 K | 4.71 M |
| Price To Earning | 14.99 X | 28.72 X |
| Price To Book | 0.88 X | 9.51 X |
| Price To Sales | 11.07 X | 11.42 X |
| Revenue | 1.86 M | 9.43 B |
| Gross Profit | 5.1 M | 27.38 B |
| EBITDA | 1.57 M | 3.9 B |
| Net Income | 1.57 M | 570.98 M |
| Cash And Equivalents | 1.98 K | 2.7 B |
| Total Debt | 43.77 M | 5.32 B |
| Debt To Equity | 0.62 % | 48.70 % |
| Current Ratio | 1.92 X | 2.16 X |
| Book Value Per Share | 8.39 X | 1.93 K |
| Cash Flow From Operations | 11.84 M | 971.22 M |
| Short Ratio | 0.47 X | 4.00 X |
| Earnings Per Share | 0.23 X | 3.12 X |
| Beta | 0.54 | -0.15 |
| Market Capitalization | 60.26 M | 19.03 B |
| Total Asset | 114.47 M | 29.47 B |
| Retained Earnings | (9.58 M) | 9.33 B |
| Annual Yield | 0.04 % | |
| Five Year Return | 4.75 % | |
| Net Asset | 114.47 M | |
| Last Dividend Paid | 0.28 |
Note: Disposition of 308 shares by Morgan Stanley of MFS Investment at 25000.0 subject to Rule 16b-3 [view details]
MFS Investment Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as MFS . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About MFS Investment Buy or Sell Advice
When is the right time to buy or sell MFS Investment Grade? Buying financial instruments such as MFS Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.| 2021 | 2022 | 2023 | 2024 (projected) | Total Stockholder Equity | 76.7M | 68.8M | 61.9M | 93.1M | Total Assets | 129.1M | 114.5M | 103.0M | 127.7M |
Use Investing Ideas to Build Portfolios
In addition to having MFS Investment 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?
Run Millennials Best Thematic Idea Now
Millennials Best
Companies or funds that provide products or services that appeal to the generation of millennials and that are expected to experience growth in the next 5 years. The millennial generation usually refers to the demographic population that were born between 1980 to 2000. The Millennials Best theme has 77 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Millennials Best Theme or any other thematic opportunities.
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Check out MFS Investment Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. You can also try the Equity Forecasting module to use basic forecasting models to generate price predictions and determine price momentum.
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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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Is MFS Investment's industry 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 (0.83) | Dividend Share 0.279 | Earnings Share 0.23 | Revenue Per Share 0.671 | Quarterly Revenue Growth 0.087 |
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.
Please note, there is a significant difference between MFS Investment's value and its price as these two are different measures arrived at by different 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.