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GLNAX - MFS Global New Discovery Fund Class A

Name: MFS Global New Discovery Fund Class A (GLNAX) ETF Data
Creator: InsiderStreet.ai
License: https://insiderstreet.ai/terms

$23.61

-0.08 (-0.34%)

Weekly Expected Move ±2.7%

$22 $22 $23 $23 $24

ETF NASDAQ · AUM $71.0M

Overview Holdings Changes Technicals Analysis Peers Institutions Dark Pool Short Interest Weather

Portfolio Health Summary

IS Overall Score

53.4

★★★★★

Altman Z-Score

3.69

Safe

Weight Coverage

96%

of portfolio analyzed

Holdings Matched

101

with fundamental data

InsiderStreet Scorecard

★★★★★ 53.4

Profitability

52.4

Balance Sheet

62.0

Earnings Quality

66.6

Growth

52.4

Value

49.7

Momentum

71.3

Safety

76.3

Top Holdings: Score Breakdown

Risk & Quality Signals

Altman Z-Score

3.69

Safe Zone (>2.99)

Piotroski F-Score

6.5 / 9

Moderate

Beneish M-Score

-2.05

Unlikely Manipulator

Credit Score

—

Earnings Quality

66.6 / 100

Portfolio Valuation

P/E

19.37x

P/B

2.48x

P/S

2.29x

EV/EBITDA

21.18x

EV/Revenue

3.82x

P/FCF

24.09x

P/OCF

23.74x

PEG

0.79x

Earnings Yield

5.16%

FCF Yield

4.15%

OCF Yield

4.21%

Median P/E

23.83x

Growth & Shareholder Returns

Year-over-Year Growth

Revenue +13.0%

Net Income +26.7%

EPS +28.4%

FCF +23.8%

EBITDA +28.7%

Op. Income —

Compound Growth Rates

Rev CAGR 3Y +14.8%

Rev CAGR 5Y +15.0%

EPS CAGR 3Y +24.6%

EPS CAGR 5Y +11.0%

FCF CAGR 3Y +31.8%

FCF CAGR 5Y +21.5%

EBITDA CAGR 3Y +14.6%

EBITDA CAGR 5Y +18.1%

Payout Ratio

56.08%

Buyback Yield

2.47%

Dividend Yield

1.73%

Total Shareholder Return

4.07%

Earnings Stability

Monte Carlo Price Simulation

Geometric Brownian Motion with 1,000 antithetic paths over 1 year, seeded from 1800 days of historical volatility. Percentile bands show the range of statistically plausible outcomes — this is a statistical model, not a forecast.

Current Price

$23.61

Median 1Y

$24.65

5th Pctile

$18.54

95th Pctile

$32.81

Ann. Volatility

18.3%

25th–75th percentile 5th–95th percentile Median path Historical

All Ratios & Metrics

Valuation (12)

Metric	Value
Portfolio P/E	19.37
Portfolio P/B	2.48
Portfolio P/S	2.29
EV/EBITDA	21.18
EV/Revenue	3.82
P/FCF	24.09
P/OCF	23.74
PEG	0.79
Earnings Yield	5.16%
FCF Yield	4.15%
OCF Yield	4.21%
Median P/E	23.83

Profitability & Returns (9)

Metric	Value
Gross Margin	31.84%
Operating Margin	15.34%
Net Margin	11.73%
FCF Margin	2.01%
ROE	13.04%
ROA	2.33%
ROIC	10.09%
ROCE	—
Asset Turnover	—

Leverage & Solvency (6)

Metric	Value
Debt/Equity	0.76
Debt/Assets	0.14
Net Debt/EBITDA	1.11
Interest Coverage	11.51
Current Ratio	0.33
Quick Ratio	0.30

Efficiency (4)

Metric	Value
Asset Turnover	—
Inventory Turnover	—
Receivables Turnover	—
Payables Turnover	—

Growth — YoY (6)

Metric	Value
Revenue Growth	12.99%
Net Income Growth	26.66%
EPS Growth	28.39%
FCF Growth	23.82%
EBITDA Growth	28.70%
Op. Income Growth	—

Growth — CAGR (16)

Metric	Value
Revenue CAGR 3Y	14.80%
Revenue CAGR 5Y	14.98%
Revenue CAGR 10Y	—
EPS CAGR 3Y	24.60%
EPS CAGR 5Y	10.99%
EPS CAGR 10Y	—
FCF CAGR 3Y	31.79%
FCF CAGR 5Y	21.46%
FCF CAGR 10Y	—
EBITDA CAGR 3Y	14.63%
EBITDA CAGR 5Y	18.14%
EBITDA CAGR 10Y	—
Net Income CAGR 3Y	26.72%
Net Income CAGR 5Y	12.98%
Op. Income CAGR 3Y	—
Op. Income CAGR 5Y	—

Quality Scores (13)

Metric	Value
IS Overall	53.4
IS Profitability	52.4
IS Balance Sheet	62.0
IS Earnings Quality	66.6
IS Growth	52.4
IS Value	49.7
IS Momentum	71.3
IS Safety	76.3
IS Quality	68.7
Altman Z-Score	3.69
Piotroski F-Score	6.45
Beneish M-Score	-2.05
Credit Score	—

Dividends & Payout (4)

Metric	Value
Dividend Yield	1.73%
Payout Ratio	56.08%
Buyback Yield	2.47%
Total Shareholder Return	4.07%

Growth Stability (4)

Metric	Value
Revenue Stability	0.768
Earnings Stability	0.521
Earnings Persistence	0.763
Margin Stability	0.856

Medians (3)

Metric	Value
Median P/E	23.83
Median P/B	2.99
Median Dividend Yield	—

Coverage Meta (3)

Metric	Value
Weight Coverage %	96.39%
Holdings Matched	101
Total Holdings	102