MCR (MFS Charterome Trust) PE Ratio without NRI: 14.14 (As of Jul. 09, 2026) — Near Median


MCR MFS Charter Income Trust MCR
8 GF Score
Price $5.94
! 7 Warning Signs
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What is MFS Charterome Trust PE Ratio without NRI?

MFS Charterome Trust MCR -0.67% 8 PE Ratio without NRI is 14.14 as of Jul. 09, 2026, which is 6% above its 10-year median of 13.40. GuruFocus rates MCR with a GF Score™ of 8/100. The stock has 7 warning signs investors should review. Among 1,202 Asset Management companies, MFS Charterome Trust ranks worse than 59.57% on this metric.

The PE Ratio without NRI, or P/E Ratio without non-recurring items, is a financial ratio used to compare a company's market price to its EPS without NRI. As of today (2026-07-09), MFS Charterome Trust's share price is $5.94. MFS Charterome Trust's EPS without NRI for the trailing twelve months (TTM) ended in Nov. 2025 was $0.42. Therefore, MFS Charterome Trust's PE Ratio without NRI for today is 14.14.

During the past 9 years, MFS Charterome Trust's highest PE Ratio without NRI was 94.78. The lowest was 5.41. And the median was 13.40.

MFS Charterome Trust's EPS without NRI for the six months ended in Nov. 2025 was $0.36. Its EPS without NRI for the trailing twelve months (TTM) ended in Nov. 2025 was $0.42.

As of today (2026-07-09), MFS Charterome Trust's share price is $5.94. MFS Charterome Trust's Earnings per Share (Diluted) for the trailing twelve months (TTM) ended in Nov. 2025 was $0.42. Therefore, MFS Charterome Trust's PE Ratio (TTM) for today is 14.14.

Warning Sign:

MFS Charter Income Trust stock PE Ratio (=14.14) is close to 1-year high of 15.1.

During the past years, MFS Charterome Trust's highest PE Ratio (TTM) was 94.78. The lowest was 5.41. And the median was 13.40.

MFS Charterome Trust's EPS (Diluted) for the six months ended in Nov. 2025 was $0.36. Its EPS (Diluted) for the trailing twelve months (TTM) ended in Nov. 2025 was $0.42.

MFS Charterome Trust's EPS (Basic) for the six months ended in Nov. 2025 was $0.36. Its EPS (Basic) for the trailing twelve months (TTM) ended in Nov. 2025 was $0.42.


MFS Charterome Trust  (NYSE:MCR) PE Ratio without NRI Explanation

The PE Ratio can be viewed as the number of years it takes for the company to earn back the price you pay for the stock. For example, if a company earns $2 a share per year, and the stock is traded at $30, the PE Ratio is 15. Therefore it takes 15 years for the company to earn back the $30 you paid for its stock, assuming the earnings stays constant over the next 15 years.

In real business, earnings never stay constant. If a company can grow its earnings, it takes fewer years for the company to earn back the price you pay for the stock. If a company's earnings decline it takes more years. As a shareholder, you want the company to earn back the price you pay as soon as possible. Therefore, lower P/E stocks are more attractive than higher P/E stocks so long as the PE Ratio is positive. Also for stocks with the same PE Ratio, the one with faster growth business is more attractive.

If a company loses money, the PE Ratio becomes meaningless.

To compare stocks with different growth rates, Peter Lynch invented a ratio called PEG Ratio. PEG Ratio is defined as the PE Ratio divided by the growth ratio. He thinks a company with a PE Ratio equal to its growth rate is fairly valued. Still he said he would rather buy a company growing 20% a year with a PE Ratio of 20, instead of a company growing 10% a year with a PE Ratio of 10.

Because the PE Ratio measures how long it takes to earn back the price you pay, the PE Ratio can be applied to the stocks across different industries. That is why it is the one of the most important and widely used indicators for the valuation of stocks.

Similar to the PE Ratio or PS Ratio or Price-to-Operating-Cash-Flow or Price-to-Free-Cash-Flow , the PE Ratio without NRI measures the valuation based on the earning power of the company. This is where it is different from the PB Ratio , which measures the valuation based on the company's balance sheet.


Be Aware

Investors need to be aware that the PE Ratio can be misleading a lot of times, especially when the underlying business is cyclical and unpredictable. As Peter Lynch pointed out, cyclical businesses have higher profit margins at the peaks of the business cycles. Their earnings are high and PE Ratio s are artificially low. It is usually a bad idea to buy a cyclical business when the PE Ratio is low. A better ratio to identify the time to buy a cyclical businesses is the PS Ratio.


MFS Charterome Trust PE Ratio without NRI Related Terms


MFS Charterome Trust PE Ratio without NRI Historical Data

* Premium members only.

The historical data trend for MFS Charterome Trust's PE Ratio without NRI 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 PE Ratio without NRI Chart

MFS Charterome Trust Annual Data
Trend Nov17 Nov18 Nov19 Nov20 Nov21 Nov22 Nov23 Nov24 Nov25
PE Ratio without NRI
Get a 7-Day Free Trial Premium Member Only 93.78 At Loss 16.03 8.77 15.12

MFS Charterome Trust Semi-Annual Data
Nov17 May18 Nov18 May19 Nov19 May20 Nov20 May21 Nov21 May22 Nov22 May23 Nov23 May24 Nov24 May25 Nov25
PE Ratio without NRI 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 16.03 At Loss 8.77 At Loss 15.12

MCR vs JRS, RCS, SCM: PE Ratio without NRI Comparison

For the Asset Management subindustry, MFS Charterome Trust's PE Ratio without NRI, along with its competitors' market caps and PE Ratio without NRI 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 PE Ratio without NRI vs Asset Management Industry

For the Asset Management industry and Financial Services sector, MFS Charterome Trust's PE Ratio without NRI distribution charts can be found below:

* The bar in red indicates where MFS Charterome Trust's PE Ratio without NRI falls into.


MCR
8GF Score
MFS Charter Income Trust MCR
PE Ratio without NRI is just one metric. See GF Score™, valuation, warning signs, and more.
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MFS Charterome Trust PE Ratio without NRI Calculation

The PE Ratio without NRI, or P/E Ratio without non-recurring items, is a financial ratio used to compare a company's market price to its EPS without NRI. Regular PE Ratio can be affected by Non Operating Income such as the sale of part of businesses. This may increase for the current year or quarter dramatically. But it cannot be repeated over and over. Therefore PE Ratio without NRI is a more accurate indication of valuation than regular PE Ratio.

MFS Charterome Trust's PE Ratio without NRI for today is calculated as

PE Ratio without NRI=Share Price/ EPS without NRI
=5.94/0.420
=14.14

MFS Charterome Trust's Share Price of today is $5.94.
For company reported semi-annually, MFS Charterome Trust's EPS without NRI for the trailing twelve months (TTM) ended in Nov. 2025 adds up the semi-annually data reported by the company within the most recent 12 months, which was $0.42.

* 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.

There are at least three kinds of PE Ratios used by different investors. They are Trailing Twelve Month PE Ratio, Forward PE Ratio, or PE Ratio without NRI. A new PE Ratio based on inflation-adjusted normalized PE Ratio is called Shiller PE Ratio, after Yale professor Robert Shiller.

In the case of PE Ratio without NRI, the reported earnings less the non-recurring items are used.

In the calculation of PE Ratio (TTM), the earnings per share used are the earnings per share over the past 12 months.

For Forward PE Ratio, the earnings are the expected earnings for the next twelve months.

For Shiller PE Ratio, the earnings of the past 10 years are inflation-adjusted and averaged. Since it looks at the average over the last 10 years, Shiller PE Ratio is also called PE10.

Frequently Asked Questions Learn more about PE Ratio without NRI →
What does a PE Ratio without NRI of 14.14 mean?
MFS Charterome Trust (MCR) has a PE Ratio without NRI of 14.14 as of Jul. 09, 2026. P/E without nonrecurring items is the ratio of share price to a company's earnings less one-time charges. View historical data on MFS Charterome Trust and its competitors. This is near median its historical median of 13.40. Over the past decade, MFS Charterome Trust's PE Ratio without NRI has ranged from 5.41 to 94.78. According to the industry distribution chart, MFS Charterome Trust ranks #716 out of 1202 companies in the Asset Management industry, placing it in the top 59.6%.
Is MFS Charterome Trust's PE Ratio without NRI too high?
MFS Charterome Trust's current PE Ratio without NRI of 14.14 is near median its 10-year median of 13.40. Over the past 10 years, this metric has ranged from a low of 5.41 to a high of 94.78. The Asset Management industry median PE Ratio without NRI is 11.50. MFS Charterome Trust's value of 14.14 is 23% above this industry median. Based on the distribution chart, MFS Charterome Trust ranks #716 out of 1202 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 PE Ratio without NRI compare to JRS and RCS?
According to the Asset Management industry distribution chart, MFS Charterome Trust ranks #716 out of 1202 companies for PE Ratio without NRI. This places MFS Charterome Trust in the lower half of its industry. The industry median PE Ratio without NRI is 11.50. MFS Charterome Trust's value of 14.14 is 23% above this benchmark. Historically, MFS Charterome Trust's own PE Ratio without NRI has ranged from 5.41 to 94.78 over the past decade. While the company's 10-year median is 13.40 vs. the industry median of 11.50, 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 PE Ratio without NRI for an Asset Management company?
The median PE Ratio without NRI among Asset Management companies is 11.50, based on 1,202 companies in the industry. Companies in the top quartile (top 25%) have a PE Ratio without NRI significantly above this median, while those in the bottom quartile fall well below. However, PE Ratio without NRI should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. MFS Charterome Trust's current PE Ratio without NRI of 14.14 is 23% 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 PE Ratio without NRI mean?
A high PE Ratio without NRI can signal that a stock is expensive relative to its fundamentals. P/E without nonrecurring items is the ratio of share price to a company's earnings less one-time charges. View historical data on MFS Charterome Trust and its competitors. For the Asset Management industry, the median PE Ratio without NRI is 11.50 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. MFS Charterome Trust's current PE Ratio without NRI is 14.14, which is near median its own 10-year median of 13.40. 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 PE Ratio without NRI of 14.14. The current PE Ratio without NRI is 14.14, which is near median its 10-year median of 13.40 and 23% above the Asset Management industry median of 11.50. 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 PE Ratio without NRI calculated?
PE Ratio without NRI is calculated from a company's financial statements. For MFS Charterome Trust (MCR), the current PE Ratio without NRI is 14.14 as of Jul. 09, 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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$5.94
Price