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Matson, Inc. (MATX) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

Matson, Inc.

MATXMarket cap $6.72BPrice $224.8

Country🇺🇸United States

SectorIndustrials

IndustryMarine Transport

Ships cargo between the US mainland, Hawaii, Alaska, and the Pacific — moving essential goods that these regions can't get any other way. Dominates Hawaii shipping so completely that it's practically a lifeline, not just a business.

In Bastion Portfolios?

52W Return+140%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)-8%1

Revenue Forecast

Rev CAGR (1y)+9%6

Rev CAGR (3y)+5%4

Rev CAGR (5y)+4%3

Earnings Forecast

EPS Growth Y+1na–

EPS Growth Y+2+1%4

EPS Growth Y+3+1%4

Quality

Margins

EBIT Margin15%6

Net Income Margin13%7

Free Cash Flow Margin3%3

Debt

Net Debt/EBITDA0.76

Efficiency

ROE17%7

ROA10%8

Earnings Stability55

GEAR+

Not enough data to calculate the GEAR+ rating.

Value

Price Multiples

P/E Ratio (Forward)146

P/E Ratio (Forward 3y)145

P/BV2.46

EV Multiples

EV/EBITDA Fwd97

EV/EBIT Fwd127

Yield

Free Cash Flow Yield1.6%4

Dividend Yield0.7%2

Momentum

Short term

1 month return-0%8

3 month return+13%9

YTD return+83%10

Mid term

Price vs 52wHigh93%9

1 year return+136%10

Long term

3 year return+160%9

5 year return+190%9

Risk Shield

Price Risk

Beta0.94

Volatility35%5

Free Cash Flow

Free Cash Flow Margin3%3

Free Cash Flow Yield1.6%4

Quality

ROCE13%7

Earnings Stability55

Net Debt/EBITDA0.76

02Growth

Is it actually growing, and how fast?

MATXMatson

Revenue FY24$3.4B

GROWTH RATING↗

——

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR-8%1

Revenue, next 1Y+9%6

Revenue, next 3Y, CAGR+5%4

Revenue, next 5Y, CAGR+4%3

EARNINGS FORECAST▾SCORE

EPS growth, FY26Ena–

EPS growth, FY27E+1%4

EPS growth, FY28E+1%4

GROWTH ASSESSMENT

STRENGTHS

After shrinking over the last 3 years, revenue is set to grow 5%/yr from here.

WATCH

Revenue is set to grow 5%/yr over the next 3 years, a little behind the market.4/10

Earnings are set to grow in step with sales (EPS about 1%/yr vs revenue 5%/yr).

WEAKNESSES

Growth is the weak spot here, trailing 100% of companies worldwide.

Revenue fell 8%/yr over the last 3 years, behind 90% of companies worldwide.1/10

Over five years revenue is set to grow 4%/yr, behind 70% of companies worldwide.3/10

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business that's turning around. The one thing to watch: revenue has shrunk over the past 3 years.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

VERY STRONG96 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-0%8

3-month return+13%9

YTD return+83%10

MID & LONG-TERM▾SCORE

% of 52-week high93%9

1-year return+136%10

3-year return+160%9

5-year return+190%9

MOMENTUM ASSESSMENT

STRENGTHS

Magnificent long-term results. Long-term holders have seen +160% over three years and +190% over five, ahead of 80% of the market.

It's up 136% over the past year, now 7% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over the past month (+0%), over three months (+13%) and so far this year (+83%).

WATCH

None flagged.

WEAKNESSES

None flagged.

BOTTOM LINE

Momentum Leader

Short- and long-term returns both rank among the best globally, and the stock trades near its highs. The market is fully behind it — a core fit for momentum strategies.

04Value

Are you paying a fair price for it?

Stop guessing on Matson, Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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Loading charts…

02Growth

Is it actually growing, and how fast?

MATXMatson

Revenue FY24$3.4B

GROWTH RATING↗

——

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR-8%1

Revenue, next 1Y+9%6

Revenue, next 3Y, CAGR+5%4

Revenue, next 5Y, CAGR+4%3

EARNINGS FORECAST▾SCORE

EPS growth, FY26Ena–

EPS growth, FY27E+1%4

EPS growth, FY28E+1%4

GROWTH ASSESSMENT

STRENGTHS

After shrinking over the last 3 years, revenue is set to grow 5%/yr from here.

WATCH

Revenue is set to grow 5%/yr over the next 3 years, a little behind the market.4/10

Earnings are set to grow in step with sales (EPS about 1%/yr vs revenue 5%/yr).

WEAKNESSES

Growth is the weak spot here, trailing 100% of companies worldwide.

Revenue fell 8%/yr over the last 3 years, behind 90% of companies worldwide.1/10

Over five years revenue is set to grow 4%/yr, behind 70% of companies worldwide.3/10

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business that's turning around. The one thing to watch: revenue has shrunk over the past 3 years.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

VERY STRONG96 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-0%8

3-month return+13%9

YTD return+83%10

MID & LONG-TERM▾SCORE

% of 52-week high93%9

1-year return+136%10

3-year return+160%9

5-year return+190%9

MOMENTUM ASSESSMENT

STRENGTHS

Magnificent long-term results. Long-term holders have seen +160% over three years and +190% over five, ahead of 80% of the market.

It's up 136% over the past year, now 7% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over the past month (+0%), over three months (+13%) and so far this year (+83%).

WATCH

None flagged.

WEAKNESSES

None flagged.

BOTTOM LINE

Momentum Leader

Short- and long-term returns both rank among the best globally, and the stock trades near its highs. The market is fully behind it — a core fit for momentum strategies.

04Value

Are you paying a fair price for it?

Stop guessing on Matson, Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community