CXH
BEARISH
$8.35
Live
MFS Investment Grade Municipal Trust · NYSE
$7.34
52W Range
$8.41
At a glance
Key valuation, profitability, growth, and risk metrics.
Updated Apr 26, 2026
Market cap
$68.46M
P/E
417.5
ROE
0.2%
Profit margin
2.1%
Debt/Equity
0.62
Dividend yield
4.81%
AI Analysis
AI-powered fundamental assessment
Confidence
90%
CXH exhibits a stable Piotroski F-Score of 6/9, but this operational stability is overshadowed by severe valuation disconnects. The current price of $8.35 trades at a massive premium to the Graham Number ($1.97) and Intrinsic Value ($0.14), while the P/E ratio of 417.50 is fundamentally unjustifiable. Most critically, the dividend payout ratio of 1867.50% indicates that distributions are not supported by earnings, signaling a potential return of capital or unsustainable leverage. Despite recent price appreciation, the combination of negative earnings growth and a bearish technical trend suggests a high risk of correction.
Key Strengths
Stable Piotroski F-Score (6/9)
Strong liquidity with a Current Ratio of 2.68
Trading slightly below book value (P/B 0.97)
Positive 1-year price performance (+15.9%)
Manageable Debt/Equity ratio of 0.62
Key Risks
Extreme overvaluation relative to Graham Number and Intrinsic Value
Unsustainable dividend payout ratio (1867.50%)
Negative earnings growth (-10% YoY)
Astronomical P/E ratio (417.50) compared to sector average
Bearish technical trend (10/100)
AI Fair Value Estimate
Based on comprehensive analysis
$2.06
-75.3% below current price
Performance Snowflake
Multi-dimensional analysis across 5 key categories
Overall
34
Weak
10
20
65
60
15
AI Verdict
Overvalued Yield Trap
Key drivers: Extreme P/E ratio, Unsustainable payout ratio, Negative earnings growth, Price/Graham Number divergence
Confidence
90%
Value
10/100
Ref P/E, PEG, Graham Number
Positives
- P/B ratio is slightly under 1.0
Watchpoints
- P/E of 417.50
- Price far exceeds Graham Number ($1.97)
Future
20/100
Ref Growth rates
Positives
- Slight positive revenue growth (1.2%)
Watchpoints
- Earnings growth is -10% YoY
- Low ROE (0.16%)
Past
65/100
Ref Historical trends
Positives
- Strong 1Y (+15.9%) and 3Y (+30%) returns
Watchpoints
- Recent technical trend is bearish
Health
60/100
Ref Altman Z-Score, Piotroski F-Score
Positives
- Piotroski F-Score of 6/9 indicates stability
- Current ratio of 2.68
Watchpoints
- Low profit margins (2.11%)
Dividend
15/100
Ref Yield, Payout
Positives
- Yield of 4.81% is attractive on the surface
Watchpoints
- Payout ratio of 1867.50% is mathematically unsustainable
Stock Price & Analyst Targets
Real-time price movements and analyst price targets
Current Price
$8.35
Multi-Horizon Performance vs Peers
Price momentum across 5Y → 1W horizons for CXH and closest competitors.
Updated 2026-04-24
| Company | 5Y | 3Y | 1Y | 6M | 1M | 1W |
|---|---|---|---|---|---|---|
|
CXH
MFS Investment Grade Municipal Trust
Primary
|
+4.1% | +30.0% | +15.9% | +7.0% | +4.4% | -0.1% |
|
BYFC
Broadway Financial Corporation
Peer
|
-59.1% | -11.9% | +22.8% | -4.9% | -7.0% | -1.6% |
|
CCIF
Carlyle Credit Income Fund
Peer
|
-30.3% | -38.2% | -38.8% | -32.4% | +4.4% | -5.0% |
|
CLST
Catalyst Bancorp, Inc.
Peer
|
+24.1% | +46.3% | +50.9% | +26.3% | +2.5% | +1.6% |
|
DMA
Destra Multi-Alternative Fund
Peer
|
+17.0% | +61.4% | +3.6% | -4.8% | -1.7% | -1.8% |
CXH
MFS Investment Grade Municipal Trust
Primary
5Y
+4.1%
3Y
+30.0%
1Y
+15.9%
6M
+7.0%
1M
+4.4%
1W
-0.1%
BYF
Broadway Financial Corporation
Peer
5Y
-59.1%
3Y
-11.9%
1Y
+22.8%
6M
-4.9%
1M
-7.0%
1W
-1.6%
CCI
Carlyle Credit Income Fund
Peer
5Y
-30.3%
3Y
-38.2%
1Y
-38.8%
6M
-32.4%
1M
+4.4%
1W
-5.0%
CLS
Catalyst Bancorp, Inc.
Peer
5Y
+24.1%
3Y
+46.3%
1Y
+50.9%
6M
+26.3%
1M
+2.5%
1W
+1.6%
DMA
Destra Multi-Alternative Fund
Peer
5Y
+17.0%
3Y
+61.4%
1Y
+3.6%
6M
-4.8%
1M
-1.7%
1W
-1.8%
Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.
Historical Performance Trends
Long-term financial metrics and growth patterns
Revenue & Net Income
Profit & Operating Margins
Return on Equity (ROE)
Quarterly Revenue Growth
Historical data shows last 12 quarters (3 years)
Valuation Metrics
Key valuation ratios and pricing indicators
P/E Ratio
417.5
Forward P/E
N/A
PEG Ratio
N/A
P/B Ratio
0.97
P/S Ratio
12.65
EV/Revenue
20.77
EV/EBITDA
N/A
Market Cap
$68.46M
Profitability
Profit margins and return metrics
Profit Margin
2.11%
Operating Margin
85.96%
Gross Margin
100.0%
ROE
0.16%
ROA
2.48%
Growth
Revenue and earnings growth rates
Revenue Growth
+1.2%
Earnings Growth
-10.0%
Q/Q Revenue Growth
N/A
Q/Q Earnings Growth
-10.0%
Financial Health
Balance sheet strength and liquidity metrics
Debt/Equity
0.62
Moderate
Current Ratio
2.68
Strong
Quick Ratio
2.68
Excellent
Cash/Share
$N/A
Financial Statement Flow
Interactive flow visualization showing how money moves through the company Q4 2025
Total Assets
$0.1B
Liabilities
$0.0B
Equity
$0.1B
Debt/Equity
0.63x
Financial Services Sector Comparison
Comparing CXH against 693 companies in the Financial Services sector
(118 bullish, 285 neutral, 290 bearish)
P/E Ratio
417.5
This Stock
vs
38.68
Sector Avg
+979.5%
(Expensive)
Return on Equity (ROE)
0.16%
This Stock
vs
-2.84%
Sector Avg
-105.6%
(Below Avg)
Profit Margin
2.11%
This Stock
vs
59.37%
Sector Avg
-96.5%
(Weaker)
Debt to Equity
0.62
This Stock
vs
1.44
Sector Avg
-56.8%
(Less Debt)
Revenue Growth
1.2%
This Stock
vs
40.21%
Sector Avg
-97.0%
(Slower)
Current Ratio
2.68
This Stock
vs
3.45
Sector Avg
-22.3%
(Weaker)
Similar Companies
Peer comparison within the same industry
| Company | AI Rating | Market Cap | P/E | ROE | Profit Margin | Price | |
|---|---|---|---|---|---|---|---|
|
CXH
MFS Investment Grade...
|
BEARISH | $68.46M | 417.5 | 0.2% | 2.1% | $8.35 | |
|
BYFC
Broadway Financial Corporation
|
BEARISH | $68.17M | - | -8.9% | -75.6% | $7.33 | Compare |
|
CCIF
Carlyle Credit Income Fund
|
BEARISH | $67.84M | - | -% | -% | $3.2 | Compare |
|
CLST
Catalyst Bancorp, Inc.
|
BEARISH | $69.21M | 30.04 | 2.5% | 18.2% | $16.82 | Compare |
|
DMA
Destra Multi-Alternative Fund
|
BEARISH | $70.63M | - | -% | -% | $7.88 | Compare |
CXH
MFS Investment...
BEARISH
Mkt Cap
$68M
P/E
417.5
ROE
0.2%
Price
$8.35
Recent Insider Trading
Insider buy and sell transactions from the last 6 months
| Date | Insider | Position | Transaction | Shares | Value |
|---|---|---|---|---|---|
| 2026-02-24 | BULLDOG INVESTORS, LLP | Beneficial Owner of more than 10% of a Class of Security | Purchase | 1,372 | $11,141 |
| 2026-02-11 | BULLDOG INVESTORS, LLP | Beneficial Owner of more than 10% of a Class of Security | Purchase | 3,989 | $32,311 |
| 2026-01-23 | BULLDOG INVESTORS, LLP | Beneficial Owner of more than 10% of a Class of Security | Purchase | 10,219 | $81,440 |
| 2026-01-22 | BULLDOG INVESTORS, LLP | Beneficial Owner of more than 10% of a Class of Security | Sale | 5,000 | $39,850 |
BULLDOG INVESTORS, LLP
Beneficial Owner of more than 10% of a Class of Security
2026-02-24
1,372 shares
·
$11,141
BULLDOG INVESTORS, LLP
Beneficial Owner of more than 10% of a Class of Security
2026-02-11
3,989 shares
·
$32,311
BULLDOG INVESTORS, LLP
Beneficial Owner of more than 10% of a Class of Security
2026-01-23
10,219 shares
·
$81,440
BULLDOG INVESTORS, LLP
Beneficial Owner of more than 10% of a Class of Security
2026-01-22
5,000 shares
·
$39,850
Insider transactions can signal confidence or concerns about company prospects
Past News Coverage
Recent headlines mentioning CXH from our newsroom.
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