Mfs Charter Income Trust (MCR) Fundamental Analysis: Revenue, Earnings & Valuation

1.90 / 10

Underperform

MCR's fundamental score is 1.9/10, reflecting poor health. Key concerns include a negative rate of return on total assets (-9.58%) and declining basic earnings per share (-40.98% YoY). However, the gross profit margin is a strong 47.52%, and current liabilities represent 53.35% of total liabilities, which is manageable. These factors collectively suggest a constrained investment case, and the stock is rated 'Underperform' on fundamentals.

Analysis Checks(3/10)

Gross profit margin (%)

Value47.52

Score2/3

Weight16.79%

1M Return1.53%

Current liabilities / Total liabilities (%)

Value53.35

Score2/3

Weight17.26%

1M Return1.58%

Net income-Revenue

Value1.42

Score0/3

Weight-7.95%

1M Return-1.00%

Basic earnings per share (YoY growth rate %)

Value-40.98

Score0/3

Weight5.22%

1M Return0.50%

Rate of return on total assets (%)

Value-9.58

Score1/3

Weight15.62%

1M Return1.48%

Total profit / EBIT (%)

Value100.00

Score2/3

Weight16.54%

1M Return1.52%

Annualized return on total assets (%)

Value-9.58

Score1/3

Weight15.62%

1M Return1.48%

Diluted earnings per share (YoY growth rate %)

Value39.79

Score0/3

Weight9.12%

1M Return0.88%

Operating revenue (YoY growth rate %)

Value74.94

Score1/3

Weight13.71%

1M Return1.29%

Asset-MV

Value-0.51

Score1/3

Weight-1.94%

1M Return-0.20%

Is MCR undervalued or overvalued?

MCR scores 1.90/10 on fundamentals and holds a Premium valuation at present. Backed by its 6.18% ROE, 78.58% net margin, 14.89 P/E ratio, 0.93 P/B ratio, and -40.98% earnings growth, these metrics solidify its Underperform investment rating.