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MFEGX - MFS Growth Fund Class A

Name: MFS Growth Fund Class A (MFEGX) ETF Data
Creator: InsiderStreet.ai
License: https://insiderstreet.ai/terms

$158.10

+0.21 (+0.13%)

Weekly Expected Move ±2.6%

$144 $148 $152 $156 $160

ETF NASDAQ · AUM $40.1B

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

Portfolio Health Summary

IS Overall Score

70.4

★★★★★

Altman Z-Score

22.71

Safe

Weight Coverage

100%

of portfolio analyzed

Holdings Matched

with fundamental data

InsiderStreet Scorecard

★★★★★ 70.4

Profitability

80.7

Balance Sheet

74.8

Earnings Quality

66.5

Growth

69.5

Value

38.5

Momentum

85.4

Safety

92.3

Top Holdings: Score Breakdown

Risk & Quality Signals

Altman Z-Score

22.71

Safe Zone (>2.99)

Piotroski F-Score

7.2 / 9

Strong

Beneish M-Score

-2.27

Unlikely Manipulator

Credit Score

—

Earnings Quality

66.5 / 100

Portfolio Valuation

P/E

114.30x

P/B

42.88x

P/S

35.29x

EV/EBITDA

20.44x

EV/Revenue

9.80x

P/FCF

170.98x

P/OCF

88.05x

PEG

2.59x

Earnings Yield

0.87%

FCF Yield

0.58%

OCF Yield

1.14%

Median P/E

32.80x

Growth & Shareholder Returns

Year-over-Year Growth

Revenue +24.2%

Net Income +32.2%

EPS +39.3%

FCF +19.2%

EBITDA +32.7%

Op. Income —

Compound Growth Rates

Rev CAGR 3Y +23.9%

Rev CAGR 5Y +24.3%

EPS CAGR 3Y +44.1%

EPS CAGR 5Y +32.5%

FCF CAGR 3Y +43.2%

FCF CAGR 5Y +21.8%

EBITDA CAGR 3Y +43.6%

EBITDA CAGR 5Y +32.4%

Payout Ratio

16.81%

Buyback Yield

1.12%

Dividend Yield

0.51%

Total Shareholder Return

1.41%

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

$158.10

Median 1Y

$171.62

5th Pctile

$119.38

95th Pctile

$249.30

Ann. Volatility

23.2%

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

All Ratios & Metrics

Valuation (12)

Metric	Value
Portfolio P/E	114.30
Portfolio P/B	42.88
Portfolio P/S	35.29
EV/EBITDA	20.44
EV/Revenue	9.80
P/FCF	170.98
P/OCF	88.05
PEG	2.59
Earnings Yield	0.87%
FCF Yield	0.58%
OCF Yield	1.14%
Median P/E	32.80

Profitability & Returns (9)

Metric	Value
Gross Margin	60.23%
Operating Margin	35.24%
Net Margin	30.86%
FCF Margin	20.58%
ROE	42.64%
ROA	22.40%
ROIC	37.46%
ROCE	—
Asset Turnover	—

Leverage & Solvency (6)

Metric	Value
Debt/Equity	0.34
Debt/Assets	0.18
Net Debt/EBITDA	-0.11
Interest Coverage	66.68
Current Ratio	1.60
Quick Ratio	1.49

Efficiency (4)

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

Growth — YoY (6)

Metric	Value
Revenue Growth	24.21%
Net Income Growth	32.21%
EPS Growth	39.28%
FCF Growth	19.25%
EBITDA Growth	32.71%
Op. Income Growth	—

Growth — CAGR (16)

Metric	Value
Revenue CAGR 3Y	23.95%
Revenue CAGR 5Y	24.31%
Revenue CAGR 10Y	—
EPS CAGR 3Y	44.15%
EPS CAGR 5Y	32.45%
EPS CAGR 10Y	—
FCF CAGR 3Y	43.24%
FCF CAGR 5Y	21.81%
FCF CAGR 10Y	—
EBITDA CAGR 3Y	43.58%
EBITDA CAGR 5Y	32.41%
EBITDA CAGR 10Y	—
Net Income CAGR 3Y	41.48%
Net Income CAGR 5Y	34.33%
Op. Income CAGR 3Y	—
Op. Income CAGR 5Y	—

Quality Scores (13)

Metric	Value
IS Overall	70.4
IS Profitability	80.7
IS Balance Sheet	74.8
IS Earnings Quality	66.5
IS Growth	69.5
IS Value	38.5
IS Momentum	85.4
IS Safety	92.3
IS Quality	82.6
Altman Z-Score	22.71
Piotroski F-Score	7.18
Beneish M-Score	-2.27
Credit Score	—

Dividends & Payout (4)

Metric	Value
Dividend Yield	0.51%
Payout Ratio	16.81%
Buyback Yield	1.12%
Total Shareholder Return	1.41%

Growth Stability (4)

Metric	Value
Revenue Stability	0.893
Earnings Stability	0.688
Earnings Persistence	0.781
Margin Stability	0.929

Medians (3)

Metric	Value
Median P/E	32.80
Median P/B	7.47
Median Dividend Yield	—

Coverage Meta (3)

Metric	Value
Weight Coverage %	99.51%
Holdings Matched	65
Total Holdings	65