NASDAQ · Asset Management

Madison Large Cap Fund Class Y (MINVX) Stock

$31.18 +0.06% NASDAQ: MINVX Financial Services

Under normal market conditions, the fund will invest at least 80% of its net assets (including any borrowings for investment purposes) in the securities of large-cap companies. It may also invest up to 35% of its assets in foreign securities (including American Depositary Receipts and emerging market securities).

Valuation

MetricValue
Price$31.18
Market Cap$322.82M
P/E Ratio21.21
P/B Ratio0.00
P/S Ratio0.38
EPS (TTM)$1.47
52-Week High$31.18
52-Week Low$26.55
Dividend Yield6.54%

Financials & Margins

MetricValue
ROE-215.93%
ROA5.47%
ROCE12.49%
Gross Margin43.76%
Operating Margin12.62%
Net Margin9.00%
Debt/Equity-12.47
Current Ratio0.55

Annual Financials (USD)

Metric2019202020212022
Revenue$585.0M$82.0M$653.0M$851.0M
Operating Profit$-17.0M$-222.0M$0$107.0M
Net Profit$172.0M$-219.0M$-133.0M$77.0M
EPS$7.15$-4.22$-2.58$1.47
Op Margin-2.9%-271.3%0.1%12.6%

Balance Sheet (USD)

Metric2019202020212022
Total Assets—$1.7B$1.5B$1.4B
Total Liabilities—$1.2B$1.5B$1.5B
Cash—$318.0M$58.0M$76.0M
Borrowings$0$695.0M$918.0M$866.0M

Cash Flow (USD)

Metric2019202020212022
Operating Cash Flow$32.0M$-148.0M$95.0M$136.0M
Investing Cash Flow$247.0M$-21.0M$30.0M$15.0M
Financing Cash Flow$-315.0M$473.0M$-396.0M$-169.0M
Net Cash Flow$3.0M$315.0M$-255.0M$22.0M
Free Cash Flow$2.0M$-158.0M$80.0M$121.0M

Valuation & Return Ratios

MetricValue
PEG Ratio0.01
EV / EBITDA6.63
FCF Yield37.33%
Quick Ratio0.54
Interest Coverage0.00
Return 1Y17.79%
Return 3Y41.36%
Return 5Y54.54%

Peer Comparison

TickerPriceChangeP/EMarket CapDiv Yield
AAPLApple Inc. $313.33 +0.29% 37.72 $4.60T 0.34%
MSFTMicrosoft Corporation $499.99 +0.03% 22.95 $3.71T 0.94%
GOOGLAlphabet Inc. $354.30 -0.96% 27.68 $4.29T 0.23%
AMZNAmazon.com, Inc. $274.48 +0.82% 28.76 $2.95T 0.00%
METAMeta Platforms, Inc. $592.10 +0.37% 21.47 $1.51T 0.35%

About Madison Large Cap Fund Class Y

Under normal market conditions, the fund will invest at least 80% of its net assets (including any borrowings for investment purposes) in the securities of large-cap companies. It may also invest up to 35% of its assets in foreign securities (including American Depositary Receipts and emerging market securities). To the extent invested in common stocks, the fund generally invests in only 25-40 companies at any given time.

Madison Large Cap Fund Class Y is headquartered in US.

Madison Large Cap Fund Class Y (MINVX) stock trades at $31.18 with a market capitalization of $322.82M. The stock is valued at a price-to-earnings (P/E) ratio of 21.21, price-to-book of 0.00, price-to-sales of 0.38. Over the past 52 weeks the stock has ranged between $26.55 and $31.18, and currently trades at its 52-week high. It pays a dividend yielding 6.54%.

On profitability, Madison Large Cap Fund Class Y generates a return on equity (ROE) of -215.93%, return on capital employed of 12.49%, an operating margin of 12.62%, a net profit margin of 9.00%.

Official website: www.mfs.com

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