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CXE vs JHI

CXE
MFS High Income Municipal Trust
BEARISH
Price
$3.74
Market Cap
$117.9M
Sector
Financial Services
AI Confidence
95%
JHI
John Hancock Investors Trust
NEUTRAL
Price
$13.30
Market Cap
$116.3M
Sector
Financial Services
AI Confidence
85%

Valuation

P/E Ratio
CXE
374.0
JHI
11.47
Forward P/E
CXE
--
JHI
--
P/B Ratio
CXE
0.9
JHI
0.9
P/S Ratio
CXE
11.46
JHI
7.64
EV/EBITDA
CXE
--
JHI
--

Profitability

Gross Margin
CXE
100.0%
JHI
100.0%
Operating Margin
CXE
86.53%
JHI
91.1%
Profit Margin
CXE
0.73%
JHI
66.36%
ROE
CXE
0.06%
JHI
7.77%
ROA
CXE
2.56%
JHI
3.88%

Growth

Revenue Growth
CXE
1.4%
JHI
5.5%
Earnings Growth
CXE
-16.5%
JHI
19.8%

Financial Health

Debt/Equity
CXE
0.53
JHI
0.67
Current Ratio
CXE
0.27
JHI
0.05
Quick Ratio
CXE
0.27
JHI
0.04

Dividends

Dividend Yield
CXE
5.75%
JHI
9.34%
Payout Ratio
CXE
2070.0%
JHI
103.03%

AI Verdict

CXE BEARISH

CXE presents a stable Piotroski F-Score of 5/9, but this is overshadowed by severe valuation disconnects and unsustainable payout metrics. The stock trades at $3.74, vastly exceeding its Graham Number of $0.97 and an Intrinsic Value of $0.07. With a P/E ratio of 374.00 and a dividend payout ratio of 2070%, the current price is not supported by earnings or cash flow. Negative earnings growth (-16.5%) and a critical liquidity position (Current Ratio 0.27) further degrade the investment profile.

Strengths
Piotroski F-Score of 5/9 indicates stable baseline financial health
Price/Book ratio of 0.90 suggests the stock is trading slightly below its book value
Moderate Debt/Equity ratio of 0.53 compared to sector average
Risks
Extreme overvaluation with a P/E ratio of 374.00
Mathematically unsustainable dividend payout ratio of 2070%
Severe liquidity risk indicated by a Current Ratio of 0.27
JHI NEUTRAL

JHI presents a classic value trap profile, characterized by a stable Piotroski F-Score of 5/9 and significant undervaluation relative to its Graham Number ($19.68) and Intrinsic Value ($34.22). While the company boasts impressive operating margins and a low P/E ratio compared to the sector, these strengths are offset by critical liquidity concerns and an unsustainable dividend policy. The current price of $13.30 is well below fair value estimates, but the technical trend is bearish and the payout ratio exceeds 100%. Consequently, the stock is a high-yield play with significant fundamental risks regarding solvency and dividend maintenance.

Strengths
Significant undervaluation (Price < Book Value and Price < Graham Number)
Very high operating margins (91.10%) and profit margins (66.36%)
Strong earnings growth (19.80% YoY)
Risks
Unsustainable dividend payout ratio (103.03%)
Severe liquidity risk indicated by a Current Ratio of 0.05
Bearish technical trend (0/100 score)

Compare Another Pair

CXE vs JHI: Head-to-Head Comparison

This page compares MFS High Income Municipal Trust (CXE) and John Hancock Investors Trust (JHI) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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