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MATXMatson, Inc.
$221.91$6.7B
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  2. Financial Ratios

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  3. MATX
  4. Financial Ratios

Matson, Inc. (MATX) Financial Ratios

Latest Ratios: P/E Ratio 16.0x · EV/EBITDA 9.2x · ROE 16.4%. (1996–2025 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

MATX Valuation Multiples

Price-based multiples — how expensive the stock is relative to earnings, sales, book value, and cash flow

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Market Cap$6.7B$3.8B$4.6B$3.9B$2.5B$3.9B$2.5B$1.8B$1.4B$1.3B$1.5B
Enterprise Value$7.3B$4.4B$5.1B$4.5B$3.1B$4.7B$3.5B$3.0B$2.2B$2.1B$2.3B
P/E Ratio →16.008.919.6813.172.314.1912.8321.3612.665.5619.13
P/S Ratio2.011.151.351.260.570.991.040.800.620.630.79
P/B Ratio2.501.391.741.631.072.332.582.191.821.903.11
P/FCF43.6925.0010.0814.932.315.9010.43————
P/OCF12.287.026.017.661.933.955.777.104.515.739.76

P/E links to full P/E history page with 30-year chart

MATX EV Ratios

Enterprise-value multiples — capital-structure-neutral measures of total business value

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
EV / Revenue—1.321.491.460.721.191.461.351.001.041.17
EV / EBITDA9.175.565.916.971.973.367.519.8710.129.799.68
EV / EBIT15.628.048.3911.692.273.9012.1122.7813.3014.2315.01
EV / FCF—28.8111.1317.182.937.0814.60————

MATX Profitability

Margins and return-on-capital ratios measuring operating efficiency

Margins

Full margin charts and quarterly trend are on the Earnings History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Gross Margin22.8%22.8%25.0%20.2%35.3%34.8%20.1%14.8%15.6%15.9%16.6%
Operating Margin14.0%14.0%16.1%11.0%29.3%28.8%10.7%4.9%5.7%5.8%7.1%
Net Profit Margin13.3%13.3%13.9%9.6%24.5%23.6%8.1%3.8%4.9%11.3%4.2%

Return on Capital

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
ROE16.4%16.4%18.9%12.6%53.7%70.6%21.9%10.6%15.2%39.4%17.2%
ROA9.5%9.5%10.7%6.9%26.5%28.1%6.7%3.1%4.5%10.2%4.2%
ROIC10.8%10.8%13.5%8.6%35.3%38.6%9.6%4.5%6.1%6.5%10.0%
ROCE11.3%11.3%14.2%9.1%37.2%41.4%10.6%4.8%6.1%6.0%8.5%

MATX Leverage & Debt

Solvency and debt-coverage ratios — lower is generally safer

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Debt / Equity0.260.260.280.300.400.641.041.521.131.271.49
Debt / EBITDA0.910.910.871.120.580.762.174.073.923.953.16
Net Debt / Equity—0.210.180.250.290.461.031.491.111.241.46
Net Debt / EBITDA0.730.730.560.920.410.562.144.003.833.853.10
Debt / FCF—3.811.052.250.621.174.17————
Interest Coverage32.4032.4080.9231.5776.1352.8310.455.798.906.176.26

MATX Liquidity & Efficiency

Short-term solvency ratios and asset-utilisation metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Current Ratio0.890.891.091.071.311.150.600.660.860.930.99
Quick Ratio0.890.891.091.071.311.150.600.660.860.930.99
Cash Ratio0.270.270.480.240.440.470.030.050.050.070.05
Asset Turnover—0.700.740.721.001.060.820.770.890.880.89
Inventory Turnover———————————
Days Sales Outstanding—28.0330.9350.0036.9234.1138.8536.2341.1335.1640.02

MATX Shareholder Yields

Earnings, FCF, buyback, and dividend yields — total returns to shareholders

Dividends

Full dividend history and growth charts are on the Dividend History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Dividend Yield0.7%1.2%1.0%1.2%2.0%1.2%1.6%2.1%2.6%2.6%2.1%
Payout Ratio10.1%10.1%9.4%15.1%4.5%4.9%20.3%45.0%32.5%14.6%39.6%

Total Shareholder Return Metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Earnings Yield6.3%11.2%10.3%7.6%43.3%23.8%7.8%4.7%7.9%18.0%5.2%
FCF Yield2.3%4.0%9.9%6.7%43.3%16.9%9.6%————
Buyback Yield4.5%7.9%4.3%4.0%16.2%5.1%0.0%0.0%0.0%1.5%2.5%
Total Shareholder Yield5.2%9.1%5.3%5.1%18.1%6.3%1.6%2.1%2.6%4.1%4.6%
Shares Outstanding—$31M$34M$36M$39M$43M$44M$43M$43M$43M$44M

Key Metrics

Growth RegimeMixed
ProfitabilityModerate
Balance SheetHealthy
Cash FlowMixed
Top Statement Risk

Transpacific rate normalization

Verified Source

Metrics are mathematically derived from official filings.

SEC 10-K (2026Q2)

Margin Normalization from Peak Levels

Gross margin at 23.9% in Q2 2026 remains well below the 32.0% peak in Q3 2024, indicating a normalization from pandemic-era highs. According to the latest quarterly data, operating margin of 16.4% still reflects strong pricing power in protected lanes.

The sequential improvement from Q1's 17.7% gross margin to 23.9% in Q2 suggests that Transpacific pricing strength is partially offsetting cost pressures, but the gap to the 2024 peak highlights the cyclicality of the China service. Net margin of 13.3% in Q2 is respectable but down from 20.7% in Q3 2024, implying that the earnings mix is shifting toward lower-margin domestic volumes. Investors should monitor whether the margin recovery is sustainable as spot rates normalize, given that the Q2 EPS miss versus consensus suggests conversion challenges.

ROIC Recovery Amid Capex Cycle

ROIC improved to 3.6% in Q2 2026 from 1.3% in Q1, but remains below the 6.0% level seen in Q3 2024. As reported in the financial statements, the elevated capital base from fleet renewal is pressuring returns.

The sharp quarterly swings in ROIC—from 0.9% in Q1 2024 to 6.0% in Q3 2024—underscore the earnings volatility tied to Transpacific rates. The current ROIC of 3.6% is below the cost of capital, suggesting that the heavy investment in new vessels has not yet generated adequate returns. However, the low D/E ratio of 0.26 indicates that the company is funding this expansion conservatively, which may support long-term value creation if the new assets improve efficiency.

Working Capital Efficiency Improves

DSO improved to 28 days in Q2 2026 from 54 days in Q1 2024, while DPO rose to 34 days, indicating better cash collection and supplier terms. Based on the quarterly data, the cash conversion cycle turned negative in Q3 2025.

The reduction in DSO by nearly half over two years suggests tighter credit management or a shift in customer mix toward faster-paying Transpacific shippers. The negative CCC in Q3 2025 implies that Matson is effectively using supplier financing to fund its operations, a sign of working capital efficiency. However, the asset turnover of 0.21 remains low, reflecting the capital-intensive nature of vessel ownership, which is a structural characteristic of the Jones Act model.

Conservative Leverage Masks Refinancing Needs

Debt-to-equity remains low at 0.26, with interest coverage of 103.4x in Q2 2026, indicating ample debt service capacity. According to the balance sheet data, total debt of $716.4M is modest relative to equity of $2.8B.

The D/EBITDA ratio of 3.03 in Q2 2026 is slightly elevated from 2.09 in Q3 2024, but still manageable given the stable cash flows from domestic lanes. The high interest coverage provides a significant cushion against rate hikes, but investors should note that the upcoming Alaska fleet renewal may require additional debt or cash outlays. The low leverage is a strategic advantage, but it also suggests that the market may be undervaluing the potential for future capital returns.

Liquidity Tightens as Cash Dwindles

The current ratio fell to 0.89 in Q2 2026 from 1.09 in Q4 2024, while cash dropped to $119.3M from $266.8M. As per the balance sheet, this indicates a strained liquidity position relative to short-term obligations.

The sub-1.0 current ratio suggests that Matson may face difficulty covering near-term liabilities without relying on operating cash flow or external financing. The sharp decline in cash is largely due to the $237.5M capex outlay in Q2, which is part of the fleet renewal program. While the company has access to credit facilities, the tight liquidity warrants monitoring, especially if Transpacific rates weaken and operating cash flow declines.

Misapplied P/E on Cyclical Earnings

The trailing P/E of 14.91 appears reasonable, but it is based on peak Transpacific earnings that are normalizing. According to the valuation data, the forward P/E of 12.88 suggests the market expects continued strength, which may be overly optimistic.

The most commonly misapplied ratio for Matson is the P/E, because it fails to account for the cyclicality of the China expedited service. Using a mid-cycle earnings estimate or EV/EBITDA would provide a more stable valuation metric, as the current P/E may understate the risk of a downturn. The PEG of 0.58 implies that the stock is undervalued relative to growth, but this growth is likely unsustainable, making the ratio misleading. Investors should focus on the durability of the domestic monopoly lanes and the potential for margin compression in the Transpacific trade.

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Includes 30+ ratios · 30 years · Updated daily

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MATX — Frequently Asked Questions

Quick answers to the most common questions about buying MATX stock.

What is Matson, Inc.'s P/E ratio?

Matson, Inc.'s current P/E ratio is 16.0x. The historical average is 12.1x. This places it at the 70th percentile of its historical range.

What is Matson, Inc.'s EV/EBITDA?

Matson, Inc.'s current EV/EBITDA is 9.2x. This enterprise value multiple compares the company's total value (equity + debt - cash) to its EBITDA. The historical average is 10.0x.

What is Matson, Inc.'s ROE?

Matson, Inc.'s return on equity (ROE) is 16.4%. The historical average is 16.8%.

Is MATX stock overvalued?

Based on historical data, Matson, Inc. is trading at a P/E of 16.0x. This is at the 70th percentile of its historical P/E range. Compare with industry peers and growth rates for a complete picture.

What is Matson, Inc.'s dividend yield?

Matson, Inc.'s current dividend yield is 0.65% with a payout ratio of 10.1%.

What are Matson, Inc.'s profit margins?

Matson, Inc. has 22.8% gross margin and 14.0% operating margin. Operating margin between 10-20% is typical for established companies.

How much debt does Matson, Inc. have?

Matson, Inc.'s Debt/EBITDA ratio is 0.9x, indicating low leverage. A ratio below 2x is generally considered financially healthy.