MCR (MFS Charterome Trust) EV-to-FCF: 14.99 (As of Jul. 15, 2026) — 26% Above Median

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MCR MFS Charter Income Trust MCR
8 GF Score
Price $5.94
! 7 Warning Signs
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What is MFS Charterome Trust EV-to-FCF?

MFS Charterome Trust MCR -0.67% 8 EV-to-FCF is 14.99 as of Jul. 15, 2026, which is 26% above its 10-year median of 11.93. GuruFocus rates MCR with a GF Score™ of 8/100. The stock has 7 warning signs investors should review. Among 935 Asset Management companies, MFS Charterome Trust ranks worse than 51.66% on this metric.

EV-to-FCF is calculated as enterprise value divided by its free cash flow. As of today, MFS Charterome Trust's Enterprise Value is $342.50 Mil. MFS Charterome Trust's Free Cash Flow for the trailing twelve months (TTM) ended in Nov. 2025 was $22.85 Mil. Therefore, MFS Charterome Trust's EV-to-FCF for today is 14.99.

The historical rank and industry rank for MFS Charterome Trust's EV-to-FCF or its related term are showing as below:

MCR' s EV-to-FCF Range Over the Past 10 Years
Min: 8.07   Med: 11.93   Max: 16.99
Current: 14.99

During the past 9 years, the highest EV-to-FCF of MFS Charterome Trust was 16.99. The lowest was 8.07. And the median was 11.93.

MCR's EV-to-FCF is ranked worse than
51.66% of 935 companies
in the Asset Management industry
Industry Median: 14.5 vs MCR: 14.99

EV-to-FCF is a valuation multiple that allows analysts and investors to compare stocks, preferably in the same sector or industry. This important multiple is often used in conjunction with, or as an alternative to, the PE Ratio (TTM) to determine the fair market value of a company.

As of today (2026-07-15), MFS Charterome Trust's stock price is $5.94. MFS Charterome Trust's Earnings per Share (Diluted) for the trailing twelve months (TTM) ended in Nov. 2025 was $0.420. Therefore, MFS Charterome Trust's PE Ratio (TTM) for today is 14.14.


MFS Charterome Trust  (NYSE:MCR) EV-to-FCF Explanation

EV-to-FCF is a valuation multiple that allows analysts and investors to compare stocks, preferably in the same sector or industry. This important multiple is often used in conjunction with, or as an alternative to, the PE Ratio (TTM) to determine the fair market value of a company.

MFS Charterome Trust's PE Ratio (TTM) for today is calculated as:

PE Ratio (TTM)=Share Price (Today)/Earnings per Share (Diluted) (TTM)
=5.94/0.420
=14.14

MFS Charterome Trust's share price for today is $5.94.
For company reported semi-annually, GuruFocus uses latest annual data as the TTM data. MFS Charterome Trust's Earnings per Share (Diluted) for the trailing twelve months (TTM) ended in Nov. 2025 was $0.420.

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Enterprise Value is used because it is a more complete measure in reflecting how much an investor pays when buying a company. Free Cash Flow is an important financial metric because it represents the actual amount of cash at a company's disposal. Companies with a low EV-to-FCF ratio, combined with a strong balance sheet are generally considered as undervalued.


MFS Charterome Trust EV-to-FCF Related Terms


MFS Charterome Trust EV-to-FCF Historical Data

* Premium members only.

The historical data trend for MFS Charterome Trust's EV-to-FCF can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

MFS Charterome Trust EV-to-FCF Chart

MFS Charterome Trust Annual Data
Trend Nov17 Nov18 Nov19 Nov20 Nov21 Nov22 Nov23 Nov24 Nov25
EV-to-FCF
Get a 7-Day Free Trial Premium Member Only 17.39 12.89 9.39 13.73 15.74

MFS Charterome Trust Semi-Annual Data
Nov17 May18 Nov18 May19 Nov19 May20 Nov20 May21 Nov21 May22 Nov22 May23 Nov23 May24 Nov24 May25 Nov25
EV-to-FCF Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 9.39 0.00 13.73 0.00 15.74

MCR vs JRS, RCS, SCM: EV-to-FCF Comparison

For the Asset Management subindustry, MFS Charterome Trust's EV-to-FCF, along with its competitors' market caps and EV-to-FCF data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


MFS Charterome Trust EV-to-FCF vs Asset Management Industry

For the Asset Management industry and Financial Services sector, MFS Charterome Trust's EV-to-FCF distribution charts can be found below:

* The bar in red indicates where MFS Charterome Trust's EV-to-FCF falls into.


MCR
8GF Score
MFS Charter Income Trust MCR
EV-to-FCF is just one metric. See GF Score™, valuation, warning signs, and more.
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MFS Charterome Trust EV-to-FCF Calculation

MFS Charterome Trust's EV-to-FCF for today is calculated as:

EV-to-FCF=Enterprise Value (Today)/Free Cash Flow (TTM)
=342.503/22.851
=14.99

MFS Charterome Trust's current Enterprise Value is $342.50 Mil.
For company reported semi-annually, GuruFocus uses latest annual data as the TTM data. MFS Charterome Trust's Free Cash Flow for the trailing twelve months (TTM) ended in Nov. 2025 was $22.85 Mil.

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Frequently Asked Questions Learn more about EV-to-FCF →
What does a EV-to-FCF of 14.99 mean?
MFS Charterome Trust (MCR) has a EV-to-FCF of 14.99 as of Jul. 15, 2026. EV to FCF ratio is the company's enterprise value divided by free cash flow. View historical data on MFS Charterome Trust and its competitors. This is 26% above median its historical median of 11.93. Over the past decade, MFS Charterome Trust's EV-to-FCF has ranged from 8.07 to 16.99. According to the industry distribution chart, MFS Charterome Trust ranks #483 out of 935 companies in the Asset Management industry, placing it in the top 51.7%.
Is MFS Charterome Trust's EV-to-FCF too high?
MFS Charterome Trust's current EV-to-FCF of 14.99 is 26% above median its 10-year median of 11.93. Over the past 10 years, this metric has ranged from a low of 8.07 to a high of 16.99. The Asset Management industry median EV-to-FCF is 14.50. MFS Charterome Trust's value of 14.99 is 3.4% above this industry median. Based on the distribution chart, MFS Charterome Trust ranks #483 out of 935 companies in the Asset Management industry, which is below the industry midpoint. Overall, MFS Charterome Trust has a GF Score™ of 8/100, reflecting its overall financial health beyond just this single metric.
How does MFS Charterome Trust's EV-to-FCF compare to JRS and RCS?
According to the Asset Management industry distribution chart, MFS Charterome Trust ranks #483 out of 935 companies for EV-to-FCF. This places MFS Charterome Trust in the lower half of its industry. The industry median EV-to-FCF is 14.50. MFS Charterome Trust's value of 14.99 is 3.4% above this benchmark. Historically, MFS Charterome Trust's own EV-to-FCF has ranged from 8.07 to 16.99 over the past decade. While the company's 10-year median is 11.93 vs. the industry median of 14.50, MFS Charterome Trust has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good EV-to-FCF for an Asset Management company?
The median EV-to-FCF among Asset Management companies is 14.50, based on 935 companies in the industry. Companies in the top quartile (top 25%) have a EV-to-FCF significantly above this median, while those in the bottom quartile fall well below. However, EV-to-FCF should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. MFS Charterome Trust's current EV-to-FCF of 14.99 is 3.4% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high EV-to-FCF mean?
A high EV-to-FCF can signal that a stock is expensive relative to its fundamentals. EV to FCF ratio is the company's enterprise value divided by free cash flow. View historical data on MFS Charterome Trust and its competitors. For the Asset Management industry, the median EV-to-FCF is 14.50 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. MFS Charterome Trust's current EV-to-FCF is 14.99, which is 26% above median its own 10-year median of 11.93. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is MFS Charterome Trust stock overvalued right now?
MFS Charterome Trust (MCR) has a current EV-to-FCF of 14.99. The current EV-to-FCF is 14.99, which is 26% above median its 10-year median of 11.93 and 3.4% above the Asset Management industry median of 14.50. MFS Charterome Trust's overall GF Score™ is 8/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is EV-to-FCF calculated?
EV-to-FCF is calculated from a company's financial statements. For MFS Charterome Trust (MCR), the current EV-to-FCF is 14.99 as of Jul. 15, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

MFS Charterome Trust Business Description

Address 111 Huntington Avenue, Boston, MA, USA, 02199
MFS Charter Income Trust is a United States-based closed-end fund. Its investment objective is to seek high current income, but may also consider capital appreciation. The fund invests the assets in Debt Instruments, Corporate Bonds, U.S. Government Securities, Foreign Government Securities, Securitized Instruments, Derivatives, Principal Risks, Debt Management Risk, Investment Selection Risk, Interest Rate Risk, Credit Risk, Foreign Risks, Emerging Markets Risk, Currency Risk, Leveraging Risk, Operational and Cybersecurity Risk, Active and Frequent Trading, and etc of different market countries.
8GF Score

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