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MATW vs MATX
Revenue, margins, valuation, and 5-year total return — side by side.
Marine Shipping
MATW vs MATX — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Conglomerates | Marine Shipping |
| Market Cap | $890M | $5.70B |
| Revenue (TTM) | $1.21B | $3.32B |
| Net Income (TTM) | $10M | $429M |
| Gross Margin | 35.7% | 18.4% |
| Operating Margin | -0.5% | 13.6% |
| Forward P/E | 35.7x | 13.9x |
| Total Debt | $764M | $727M |
| Cash & Equiv. | $32M | $142M |
MATW vs MATX — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Matthews Internatio… (MATW) | 100 | 138.1 | +38.1% |
| Matson, Inc. (MATX) | 100 | 655.4 | +555.4% |
Price return only. Dividends and distributions are not included.
Quick Verdict: MATW vs MATX
Each card shows where this stock fits in a portfolio — not just who wins on paper.
MATW is the clearest fit if your priority is income & stability and growth exposure.
- Dividend streak 15 yrs, beta 1.03, yield 3.7%
- Rev growth -16.6%, EPS growth 59.1%, 3Y rev CAGR -5.3%
- Lower volatility, beta 1.03, current ratio 1.48x
MATX carries the broadest edge in this set and is the clearest fit for long-term compounding.
- 5.0% 10Y total return vs MATW's -28.4%
- -2.3% revenue growth vs MATW's -16.6%
- Lower P/E (13.9x vs 35.7x)
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | -2.3% revenue growth vs MATW's -16.6% | |
| Value | Lower P/E (13.9x vs 35.7x) | |
| Quality / Margins | 12.9% margin vs MATW's 0.8% | |
| Stability / Safety | Beta 1.03 vs MATX's 1.76 | |
| Dividends | 3.7% yield, 15-year raise streak, vs MATX's 0.8% | |
| Momentum (1Y) | +71.4% vs MATW's +56.1% | |
| Efficiency (ROA) | 9.5% ROA vs MATW's 0.6%, ROIC 10.8% vs 1.2% |
MATW vs MATX — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
MATW vs MATX — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
MATX leads this category, winning 5 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
MATX is the larger business by revenue, generating $3.3B annually — 2.7x MATW's $1.2B. MATX is the more profitable business, keeping 12.9% of every revenue dollar as net income compared to MATW's 0.8%. On growth, MATX holds the edge at -3.1% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $1.2B | $3.3B |
| EBITDAEarnings before interest/tax | $38M | $658M |
| Net IncomeAfter-tax profit | $10M | $429M |
| Free Cash FlowCash after capex | -$80M | $467M |
| Gross MarginGross profit ÷ Revenue | +35.7% | +18.4% |
| Operating MarginEBIT ÷ Revenue | -0.5% | +13.6% |
| Net MarginNet income ÷ Revenue | +0.8% | +12.9% |
| FCF MarginFCF ÷ Revenue | -6.6% | +14.1% |
| Rev. Growth (YoY)Latest quarter vs prior year | -39.5% | -3.1% |
| EPS Growth (YoY)Latest quarter vs prior year | -137.9% | -15.1% |
Valuation Metrics
MATW leads this category, winning 3 of 5 comparable metrics.
Valuation Metrics
On an enterprise value basis, MATX's 7.9x EV/EBITDA is more attractive than MATW's 17.6x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $890M | $5.7B |
| Enterprise ValueMkt cap + debt − cash | $1.6B | $6.3B |
| Trailing P/EPrice ÷ TTM EPS | -36.18x | 13.50x |
| Forward P/EPrice ÷ next-FY EPS est. | 35.73x | 13.94x |
| PEG RatioP/E ÷ EPS growth rate | — | 0.53x |
| EV / EBITDAEnterprise value multiple | 17.61x | 7.89x |
| Price / SalesMarket cap ÷ Revenue | 0.59x | 1.70x |
| Price / BookPrice ÷ Book value/share | 1.85x | 2.11x |
| Price / FCFMarket cap ÷ FCF | — | 37.06x |
Profitability & Efficiency
MATX leads this category, winning 8 of 8 comparable metrics.
Profitability & Efficiency
MATX delivers a 15.9% return on equity — every $100 of shareholder capital generates $16 in annual profit, vs $2 for MATW. MATX carries lower financial leverage with a 0.26x debt-to-equity ratio, signaling a more conservative balance sheet compared to MATW's 1.59x.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +1.9% | +15.9% |
| ROA (TTM)Return on assets | +0.6% | +9.5% |
| ROICReturn on invested capital | +1.2% | +10.8% |
| ROCEReturn on capital employed | +1.5% | +11.3% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 5 |
| Debt / EquityFinancial leverage | 1.59x | 0.26x |
| Net DebtTotal debt minus cash | $732M | $585M |
| Cash & Equiv.Liquid assets | $32M | $142M |
| Total DebtShort + long-term debt | $764M | $727M |
| Interest CoverageEBIT ÷ Interest expense | 4.89x | 127.63x |
Total Returns (Dividends Reinvested)
MATX leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in MATX five years ago would be worth $29,147 today (with dividends reinvested), compared to $7,979 for MATW. Over the past 12 months, MATX leads with a +71.4% total return vs MATW's +56.1%. The 3-year compound annual growth rate (CAGR) favors MATX at 41.5% vs MATW's -6.1% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +11.2% | +51.7% |
| 1-Year ReturnPast 12 months | +56.1% | +71.4% |
| 3-Year ReturnCumulative with dividends | -17.3% | +183.5% |
| 5-Year ReturnCumulative with dividends | -20.2% | +191.5% |
| 10-Year ReturnCumulative with dividends | -28.4% | +502.7% |
| CAGR (3Y)Annualised 3-year return | -6.1% | +41.5% |
Risk & Volatility
Evenly matched — MATW and MATX each lead in 1 of 2 comparable metrics.
Risk & Volatility
MATW is the less volatile stock with a 1.03 beta — it tends to amplify market swings less than MATX's 1.76 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. MATX currently trades 100.0% from its 52-week high vs MATW's 92.4% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.03x | 1.76x |
| 52-Week HighHighest price in past year | $30.93 | $187.26 |
| 52-Week LowLowest price in past year | $18.61 | $86.97 |
| % of 52W HighCurrent price vs 52-week peak | +92.4% | +100.0% |
| RSI (14)Momentum oscillator 0–100 | 52.2 | 51.3 |
| Avg Volume (50D)Average daily shares traded | 182K | 278K |
Analyst Outlook
MATW leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Wall Street rates MATW as "Buy" and MATX as "Buy". For income investors, MATW offers the higher dividend yield at 3.69% vs MATX's 0.77%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | — | $190.00 |
| # AnalystsCovering analysts | 10 | 11 |
| Dividend YieldAnnual dividend ÷ price | +3.7% | +0.8% |
| Dividend StreakConsecutive years of raises | 15 | 12 |
| Dividend / ShareAnnual DPS | $1.05 | $1.44 |
| Buyback YieldShare repurchases ÷ mkt cap | +1.4% | +5.3% |
MATX leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). MATW leads in 2 (Valuation Metrics, Analyst Outlook). 1 tied.
MATW vs MATX: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is MATW or MATX a better buy right now?
For growth investors, Matson, Inc.
(MATX) is the stronger pick with -2. 3% revenue growth year-over-year, versus -16. 6% for Matthews International Corporation (MATW). Matson, Inc. (MATX) offers the better valuation at 13. 5x trailing P/E (13. 9x forward), making it the more compelling value choice. Analysts rate Matthews International Corporation (MATW) a "Buy" — based on 10 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — MATW or MATX?
On forward P/E, Matson, Inc.
is actually cheaper at 13. 9x.
03Which is the better long-term investment — MATW or MATX?
Over the past 5 years, Matson, Inc.
(MATX) delivered a total return of +191. 5%, compared to -20. 2% for Matthews International Corporation (MATW). Over 10 years, the gap is even starker: MATX returned +502. 7% versus MATW's -28. 4%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — MATW or MATX?
By beta (market sensitivity over 5 years), Matthews International Corporation (MATW) is the lower-risk stock at 1.
03β versus Matson, Inc. 's 1. 76β — meaning MATX is approximately 70% more volatile than MATW relative to the S&P 500. On balance sheet safety, Matson, Inc. (MATX) carries a lower debt/equity ratio of 26% versus 159% for Matthews International Corporation — giving it more financial flexibility in a downturn.
05Which is growing faster — MATW or MATX?
By revenue growth (latest reported year), Matson, Inc.
(MATX) is pulling ahead at -2. 3% versus -16. 6% for Matthews International Corporation (MATW). On earnings-per-share growth, the picture is similar: Matthews International Corporation grew EPS 59. 1% year-over-year, compared to -0. 4% for Matson, Inc.. Over a 3-year CAGR, MATW leads at -5. 3% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — MATW or MATX?
Matson, Inc.
(MATX) is the more profitable company, earning 13. 3% net margin versus -1. 6% for Matthews International Corporation — meaning it keeps 13. 3% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: MATX leads at 14. 0% versus 1. 4% for MATW. At the gross margin level — before operating expenses — MATW leads at 32. 6%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is MATW or MATX more undervalued right now?
On forward earnings alone, Matson, Inc.
(MATX) trades at 13. 9x forward P/E versus 35. 7x for Matthews International Corporation — 21. 8x cheaper on a one-year earnings basis.
08Which pays a better dividend — MATW or MATX?
All stocks in this comparison pay dividends.
Matthews International Corporation (MATW) offers the highest yield at 3. 7%, versus 0. 8% for Matson, Inc. (MATX).
09Is MATW or MATX better for a retirement portfolio?
For long-horizon retirement investors, Matthews International Corporation (MATW) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 1.
03), 3. 7% yield). Matson, Inc. (MATX) carries a higher beta of 1. 76 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (MATW: -28. 4%, MATX: +502. 7%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between MATW and MATX?
Both stocks operate in the Industrials sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: MATW is a small-cap income-oriented stock; MATX is a small-cap deep-value stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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