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Upturn AI SWOT - About
MATW 
Matthews International Corporation (MATW)
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Upturn Advisory Summary
02/05/2025: MATW (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit 11.26% | Avg. Invested days 37 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 02/05/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 697.42M USD | Price to earnings Ratio - | 1Y Target Price 41 |
Price to earnings Ratio - | 1Y Target Price 41 | ||
Volume (30-day avg) 213451 | Beta 1.08 | 52 Weeks Range 20.72 - 31.70 | Updated Date 03/28/2025 |
52 Weeks Range 20.72 - 31.70 | Updated Date 03/28/2025 | ||
Dividends yield (FY) 4.28% | Basic EPS (TTM) -1.97 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -3.48% | Operating Margin (TTM) 1.65% |
Management Effectiveness
Return on Assets (TTM) 3.26% | Return on Equity (TTM) -13.19% |
Valuation
Trailing PE - | Forward PE 11.51 | Enterprise Value 1563315504 | Price to Sales(TTM) 0.4 |
Enterprise Value 1563315504 | Price to Sales(TTM) 0.4 | ||
Enterprise Value to Revenue 0.89 | Enterprise Value to EBITDA 20.59 | Shares Outstanding 30968700 | Shares Floating 29450291 |
Shares Outstanding 30968700 | Shares Floating 29450291 | ||
Percent Insiders 4.7 | Percent Institutions 82.66 |
Analyst Ratings
Rating 4.5 | Target Price 37 | Buy 1 | Strong Buy 1 |
Buy 1 | Strong Buy 1 | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Matthews International Corporation
Company Overview
History and Background
Matthews International Corporation was founded in 1850. Initially focused on marking products, it evolved into a diversified global provider of brand solutions, memorialization products, and industrial automation solutions through strategic acquisitions and organic growth.
Core Business Areas
- Memorialization: Designs and manufactures memorialization products, including caskets, urns, and cremation equipment.
- Brand Solutions: Provides brand management solutions, including package design, pre-media services, and printing plates and equipment.
- Industrial Technologies: Develops and manufactures solutions for warehouse automation, and energy storage solutions.
Leadership and Structure
The company is led by a board of directors and a management team headed by the CEO. Its organizational structure is divided into the three main business segments mentioned above, each with its own leadership and operational teams.
Top Products and Market Share
Key Offerings
- Caskets: Designs, manufactures, and distributes caskets. Competitors include Hillenbrand (HI) and Batesville Casket Company (private). Market share varies by region and product type, precise numbers are difficult to determine as most companies are not publicly traded, but Matthews has a substantial portion of the North American market. Revenue attributed to this product is around 30% of total memorialization sales.
- Package Design: Provides design services, pre-media, and engineered packaging solutions. Key customers include major consumer brands. Competitors include SGK (private) and other global branding agencies. Market share in this space is fragmented; revenue from the design segment is estimated to be around 40% of total Brand Solutions sales.
- Warehouse Automation: Designs, manufactures, and installs warehouse automation systems, including conveyor systems and related software. Competitors include Daifuku (6385.T) and Honeywell (HON) and Knapp AG (private). Estimated revenue around 25% of total Industrial Technologies sales.
Market Dynamics
Industry Overview
The memorialization industry is relatively stable, driven by mortality rates. The brand solutions industry is dynamic, influenced by changing consumer preferences and technological advancements. Industrial automation experiences growth driven by the need for supply chain efficiency, especially in e-commerce fulfillment.
Positioning
Matthews International Corporation holds a strong position in the memorialization industry and is gaining traction in both brand solutions and industrial automation through innovation and strategic acquisitions. Its competitive advantages include its diverse product portfolio, established customer relationships, and global reach.
Total Addressable Market (TAM)
The total addressable market across all three segments (Memorialization, Brand Solutions, and Industrial Technologies) is estimated to be in the tens of billions of dollars. Matthews is positioned to capture a larger share through innovation and expansion. Memorialization market is estimated around $20 Billion, Brand Solutions and Industrial Technologies are each estimated around $40 Billion worldwide.
Upturn SWOT Analysis
Strengths
- Diversified business segments
- Established market presence
- Strong customer relationships
- Global reach
- Proven acquisition strategy
Weaknesses
- Exposure to cyclical industries
- Integration risks associated with acquisitions
- Dependence on key customers in some segments
Opportunities
- Expanding into emerging markets
- Developing new technologies for automation
- Increasing demand for sustainable packaging solutions
- Further acquisitions to consolidate markets
Threats
- Economic downturns impacting demand
- Increased competition in all segments
- Changing consumer preferences
- Raw material price fluctuations
Competitors and Market Share
Key Competitors
- HI
- Daifuku (6385.T)
- Honeywell (HON)
- SGK (private)
- Knapp AG (private)
- Batesville Casket Company (private)
Competitive Landscape
Evaluate Matthews International Corporationu2019s advantages and disadvantages compared to its competitors.
Major Acquisitions
Olbrich Corporation
- Year: 2016
- Acquisition Price (USD millions): 128.8
- Strategic Rationale: Expanded capabilities in industrial automation and specialty converting equipment.
Growth Trajectory and Initiatives
Historical Growth: Discuss Matthews International Corporation's growth trends over the past years.
Future Projections: Provide projections for Matthews International Corporation's future growth based on analyst estimates.
Recent Initiatives: Highlight recent strategic initiatives undertaken by Matthews International Corporation.
Summary
Matthews International Corporation is a diversified company with a strong foothold in memorialization and growing presence in brand solutions and industrial automation. Its diversified business model provides stability, while strategic acquisitions drive growth. Integration of acquisitions and managing cyclical industry exposure are key challenges. Continued innovation and expansion into emerging markets offer significant opportunities.
Similar Companies
- HI
- HON
- DOV
- ROCK
Sources and Disclaimers
Data Sources:
- Company filings
- Analyst reports
- Industry reports
- Company Investor Relations
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market conditions and company performance may change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Matthews International Corporation
Exchange NASDAQ | Headquaters Pittsburgh, PA, United States | ||
IPO Launch date 1994-07-20 | CEO, President & Director Mr. Joseph C. Bartolacci J.D. | ||
Sector Industrials | Industry Conglomerates | Full time employees 11000 | Website https://www.matw.com |
Full time employees 11000 | Website https://www.matw.com | ||
Matthews International Corporation provides brand solutions, memorialization products, and industrial technologies worldwide. It operates through three segments: Memorialization, Industrial Technologies, and SGK Brand Solutions. The Memorialization segment provides bronze and granite memorials, upright granite memorials and monuments, concrete burial vaults, cremation memorialization products, granite benches, flower vases, crypt plates and letters, cremation urns, niche units, cemetery features, and statues, as well as bronze plaques, letters, emblems, vases, lights and photo ceramics, granite monuments, mausoleums, crypts, and flush memorials. The Industrial Technologies segment designs, manufactures, services, and distributes high-tech custom energy storage solutions, and product identification and warehouse automation technologies and solutions, including order fulfillment systems for identifying, tracking, picking, and conveying consumer and industrial products. This segment also provides engineered calendaring, laminating, and coating equipment; stand-alone marking products; laser and ink-jet printing systems; and spare parts, calendar, and coating-roller refurbishing and retrofits. The SGK Brand solutions segment provides brand management, pre-media services, printing plates and cylinders, imaging services, digital asset management, merchandising display systems, and marketing and design services for the consumer goods and retail industries. The company was founded in 1850 and is based in Pittsburgh, Pennsylvania.
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