MCR (MFS Charterome Trust) Net Margin %: 98.30% (As of Nov. 2025) — Near Median


MCR MFS Charter Income Trust MCR
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What is MFS Charterome Trust Net Margin %?

MFS Charterome Trust MCR -0.67% 24 Net Margin % is 98.30% as of Nov. 2025, which is 0% above its 10-year median of 98.13. GuruFocus rates MCR with a GF Score™ of 24/100. The stock has 7 warning signs investors should review. Among 1,580 Asset Management companies, MFS Charterome Trust ranks better than 66.58% on this metric.

Net margin is calculated as Net Income divided by its Revenue. MFS Charterome Trust's Net Income for the six months ended in Nov. 2025 was $15.10 Mil. MFS Charterome Trust's Revenue for the six months ended in Nov. 2025 was $15.36 Mil. Therefore, MFS Charterome Trust's net margin for the quarter that ended in Nov. 2025 was 98.30%.

The historical rank and industry rank for MFS Charterome Trust's Net Margin % or its related term are showing as below:

MCR' s Net Margin % Range Over the Past 10 Years
Min: 86.7   Med: 98.13   Max: 109.43
Current: 97.15


MCR's Net Margin % is ranked better than
66.58% of 1580 companies
in the Asset Management industry
Industry Median: 84.895 vs MCR: 97.15

MFS Charterome Trust  (NYSE:MCR) Net Margin % Explanation

Although Net Income and Earnings-per-Share (EPS) are the most widely used parameter in measuring a company's profitability and valuation, it is the least reliable. The reason is that reported earnings can be manipulated easily by adjusting any numbers such as Depreciation, Depletion and Amotorization and non-recurring items.

But the long term trend of the net margin is a good indicator of the competitiveness and health of the business.


MFS Charterome Trust Net Margin % Related Terms


MFS Charterome Trust Net Margin % Historical Data

* Premium members only.

The historical data trend for MFS Charterome Trust's Net Margin % 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 Net Margin % Chart

MFS Charterome Trust Annual Data
Trend Nov17 Nov18 Nov19 Nov20 Nov21 Nov22 Nov23 Nov24 Nov25
Net Margin %
Get a 7-Day Free Trial Premium Member Only 86.70 101.37 96.96 98.34 97.14

MFS Charterome Trust Semi-Annual Data
Nov17 May18 Nov18 May19 Nov19 May20 Nov20 May21 Nov21 May22 Nov22 May23 Nov23 May24 Nov24 May25 Nov25
Net Margin % 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 97.20 98.23 98.44 90.59 98.30

MCR vs MMT, EIC, FCT: Net Margin % Comparison

For the Asset Management subindustry, MFS Charterome Trust's Net Margin %, along with its competitors' market caps and Net Margin % 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 Net Margin % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, MFS Charterome Trust's Net Margin % distribution charts can be found below:

* The bar in red indicates where MFS Charterome Trust's Net Margin % falls into.


MCR
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MFS Charter Income Trust MCR
Net Margin % is just one metric. See GF Score™, valuation, warning signs, and more.
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MFS Charterome Trust Net Margin % Calculation

Net margin - also known as net profit margin is the ratio of Net Income divided by net sales or Revenue, usually presented in percent.

MFS Charterome Trust's Net Margin for the fiscal year that ended in Nov. 2025 is calculated as

Net Margin=Net Income (A: Nov. 2025 )/Revenue (A: Nov. 2025 )
=17.558/18.075
=97.14 %

MFS Charterome Trust's Net Margin for the quarter that ended in Nov. 2025 is calculated as

Net Margin=Net Income (Q: Nov. 2025 )/Revenue (Q: Nov. 2025 )
=15.103/15.364
=98.30 %

* 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 Net Margin % →
What does a Net Margin % of 98.30% mean?
MFS Charterome Trust (MCR) has a Net Margin % of 98.30% as of Nov. 2025. Net margin is the ratio of total net income to net sales. View historical data on MFS Charterome Trust and its competitors. This is near median its historical median of 98.13. Over the past decade, MFS Charterome Trust's Net Margin % has ranged from 86.70 to 109.43. According to the industry distribution chart, MFS Charterome Trust ranks #528 out of 1580 companies in the Asset Management industry, placing it in the top 33.4%.
Is MFS Charterome Trust's Net Margin % too high?
MFS Charterome Trust's current Net Margin % of 98.30% is near median its 10-year median of 98.13. Over the past 10 years, this metric has ranged from a low of 86.70 to a high of 109.43. The Asset Management industry median Net Margin % is 84.90. MFS Charterome Trust's value of 98.30% is 15.8% above this industry median. Based on the distribution chart, MFS Charterome Trust ranks #528 out of 1580 companies in the Asset Management industry, which is above the industry midpoint. Overall, MFS Charterome Trust has a GF Score™ of 24/100, reflecting its overall financial health beyond just this single metric.
How does MFS Charterome Trust's Net Margin % compare to MMT and EIC?
According to the Asset Management industry distribution chart, MFS Charterome Trust ranks #528 out of 1580 companies for Net Margin %. This puts MFS Charterome Trust in the upper half of its industry. The industry median Net Margin % is 84.90. MFS Charterome Trust's value of 98.30% is 15.8% above this benchmark. Historically, MFS Charterome Trust's own Net Margin % has ranged from 86.70 to 109.43 over the past decade. While the company's 10-year median is 98.13 vs. the industry median of 84.90, 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 Net Margin % for an Asset Management company?
The median Net Margin % among Asset Management companies is 84.90, based on 1,580 companies in the industry. Companies in the top quartile (top 25%) have a Net Margin % significantly above this median, while those in the bottom quartile fall well below. However, Net Margin % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. MFS Charterome Trust's current Net Margin % of 98.30% is 15.8% 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 Net Margin % mean?
A high Net Margin % can signal that a stock is expensive relative to its fundamentals. Net margin is the ratio of total net income to net sales. View historical data on MFS Charterome Trust and its competitors. For the Asset Management industry, the median Net Margin % is 84.90 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. MFS Charterome Trust's current Net Margin % is 98.30%, which is near median its own 10-year median of 98.13. 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 Net Margin % of 98.30%. The current Net Margin % is 98.30%, which is near median its 10-year median of 98.13 and 15.8% above the Asset Management industry median of 84.90. MFS Charterome Trust's overall GF Score™ is 24/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Net Margin % calculated?
Net Margin % is calculated from a company's financial statements. For MFS Charterome Trust (MCR), the current Net Margin % is 98.30% as of Nov. 2025. 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.
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