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MFS Intermediate Income Trust · Financial Services · United States · $279M · Avg Vol: $486K/d

32
StockRank
Q
46
V
42
M
36
P/E (TTM)
15.3x
ROE
5.8%
D/E
—
Dividend %
9.4%
Director Trades · 180d
None in 180d →
Buybacks · 180d
None in 180d →
AI CONVICTION THESIS

MFS Intermediate Income Trust is a closed-end fixed income fund that does not fit our mandate of concentrated, high-conviction global equities with structural macro tailwinds.

COMPANY DESCRIPTION

MFS Intermediate Income Trust is a closed-end investment fund managed by MFS Investment Management, primarily investing in a diversified portfolio of intermediate-term, investment-grade fixed-income securities. The trust offers investors access to actively managed bond portfolios with a core objective of income generation. Its management by a well-established global asset manager provides a credible vehicle for fixed-income exposure.

FINANCIAL SUMMARY (USD)

Year20212022202320242025CAGR
Revenue—-43M10M28M19M35.7%
EPS0.02-0.370.080.24—128.9%
Shares—115M114M114M114M-1.0%
Debt—322,9665M1M2M76.8%
Equity—342M321M320M311M-3.1%
Op CF——————
Inv CF——————
Fin CF——————
Loading...
PRICE (1M)-1.2%
2.412.432.452.462.48May 7May 29Jun 18
SMA 50SMA 200
Close
$2.43
RSI (14)
46.3
52W High
$2.54
From 52W High
1.0%

SCORE BREAKDOWN

Quality
46
ROIC (ROA)
2.0%*59.4
ROE
5.8%24.8
GP/Assets
3.9%46.2
Op. Margin
81.3%91.0
FCF/Assets
—N/A
Piotroski
—44.5
Int. Cover
—N/A
D/E Ratio
—N/A
Current Ratio
2.62x63.7
Value
42
P/E (TTM)
15.3x38.0
EV/EBITDA
—N/A
P/FCF
—N/A
P/B
0.9x65.9
P/S
22.7x6.0
Div Yield
9.4%92.4
Momentum
36
52W High %
96%67.3
RS 6M
-14%31.6
SMA 50/200
0.98x28.9
EPS Rev 4W
—N/A
EPS Rev 12W
—N/A
EPS Improve
—N/A
Q Growth
-41%8.7

FUNDAMENTALS

Market Cap
$279M
P/E (Forward)
—
Gross Margin
100.0%

SECTOR PEERS

Closest peers in Financial Services, ranked by industry match, size, and score similarity. Cross-listings of MIN are excluded.

TickerCompanyMkt CapStockRankSignal
MINMFS Intermediate Income Trust(you)$279M32SELL
EODWells Fargo Advantage Funds - Allspring Global Dividend Opportunity Fund$283M32SELL
ACVVirtus Diversified Income & Convertible Fund$292M31SELL
EFREaton Vance Senior Floating-Rate Trust$311M35SELL
JRSNuveen Real Estate Income Fund$240M35SELL
CAFMorgan Stanley China A Share Fund, Inc.$336M30SELL
EFTEaton Vance Floating-Rate Income Trust$290M37HOLD
MMDNYLI MacKay DefinedTerm Muni Opportunities Fund$287M38HOLD
RWAYRunway Growth Finance Corp.$277M38HOLD
MFMMFS Municipal Income Trust$222M35SELL

Peer medians: ROE 10.8% · P/E 13.6x · Gross margin 0.0%

MFS Intermediate Income Trust (MIN) — Stock Score Summary

MFS Intermediate Income Trust (MIN) has a MoatMap StockRank of 32/100 based on Quality (46/100), Value (42/100), and Momentum (36/100) factor scores. The current signal is SELL. MFS Intermediate Income Trust is a closed-end fixed income fund that does not fit our mandate of concentrated, high-conviction global equities with structural macro tailwinds.

MFS Intermediate Income Trust is a closed-end investment fund managed by MFS Investment Management, primarily investing in a diversified portfolio of intermediate-term, investment-grade fixed-income securities. The trust offers investors access to actively managed bond portfolios with a core objective of income generation. Its management by a well-established global asset manager provides a credible vehicle for fixed-income exposure.

Key Financial Metrics

Price$2.43
Market Cap$279M
P/E (TTM)15.31
Price/Book0.90
Return on Equity5.8%
Gross Margin100.0%
Operating Margin81.3%
Revenue Growth-2.3%
Dividend Yield9.4%

MFS Intermediate Income Trust operates in the Asset Management industry, part of the Financial Services sector (United States).

Frequently Asked Questions

What is MFS Intermediate Income Trust’s (MIN) StockRank?
MoatMap’s StockRank for MFS Intermediate Income Trust (MIN) is 32/100, with a Sell signal. It is a composite of Quality (46), Value (42), and Momentum (36) factor ranks across MoatMap’s 20,000+ stock universe.
Does MFS Intermediate Income Trust have an economic moat?
MFS Intermediate Income Trust (MIN) has a Quality factor score of 46/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage — the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is MFS Intermediate Income Trust a buy, hold, or sell?
MoatMap’s current signal for MFS Intermediate Income Trust (MIN) is Sell, based on a StockRank of 32/100. Signals are derived mechanically from the StockRank composite and should be one input among many — combine with your own thesis on management, competitive position, and valuation.
What sector is MFS Intermediate Income Trust in?
MFS Intermediate Income Trust (MIN) operates in the Financial Services sector, specifically the Asset Management industry (United States).
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