Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
- Analyst Ratings
Upturn AI SWOT - About
MATX 
Matson Inc (MATX)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
02/14/2025: MATX (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
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -12.77% | Avg. Invested days 46 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 02/14/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 4.17B USD | Price to earnings Ratio 9.13 | 1Y Target Price 167.5 |
Price to earnings Ratio 9.13 | 1Y Target Price 167.5 | ||
Volume (30-day avg) 244186 | Beta 1.05 | 52 Weeks Range 99.50 - 168.70 | Updated Date 03/28/2025 |
52 Weeks Range 99.50 - 168.70 | Updated Date 03/28/2025 | ||
Dividends yield (FY) 1.04% | Basic EPS (TTM) 13.92 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 13.92% | Operating Margin (TTM) 17.87% |
Management Effectiveness
Return on Assets (TTM) 7.89% | Return on Equity (TTM) 18.86% |
Valuation
Trailing PE 9.13 | Forward PE 17.61 | Enterprise Value 4770612519 | Price to Sales(TTM) 1.22 |
Enterprise Value 4770612519 | Price to Sales(TTM) 1.22 | ||
Enterprise Value to Revenue 1.39 | Enterprise Value to EBITDA 5.34 | Shares Outstanding 32831200 | Shares Floating 32137426 |
Shares Outstanding 32831200 | Shares Floating 32137426 | ||
Percent Insiders 1.79 | Percent Institutions 89.24 |
Analyst Ratings
Rating 4.33 | Target Price 150.5 | Buy - | Strong Buy 2 |
Buy - | Strong Buy 2 | ||
Hold 1 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Matson Inc
Company Overview
History and Background
Founded in 1882, Matson, Inc. began as a shipping line between San Francisco and Hawaii. It has evolved into a leading provider of ocean transportation and logistics services, expanding its operations to include the Pacific, Alaska, and Guam.
Core Business Areas
- Ocean Transportation: Provides ocean shipping services between the U.S. West Coast and Hawaii, Alaska, Guam, and other Pacific islands. Includes container shipping and vehicle transportation.
- Logistics: Offers a range of logistics services, including intermodal transportation, warehousing, distribution, and supply chain management solutions.
Leadership and Structure
Matt Cox serves as the Chairman and CEO. The company operates with a structured management team overseeing both the Ocean Transportation and Logistics segments.
Top Products and Market Share
Key Offerings
- Hawaii Container Shipping: Matson's primary market; transports goods between the U.S. West Coast and Hawaii. Holds a significant market share (estimated around 60-70%). Competitors include Pasha Hawaii and TOTE Maritime.
- Alaska Container Shipping: Provides container shipping services to Alaska. Holds a smaller, but significant, market share in this region. Competitors include TOTE Maritime Alaska.
- Guam & South Pacific Shipping: Offers shipping services to Guam and other South Pacific islands. This is a niche market, but Matson is a major player. Competitors have limited presence.
- Logistics Services: Provides intermodal, trucking, warehousing, and distribution services. Market share varies widely by service and geographic region. Competitors include major logistics providers like C.H. Robinson and Expeditors International.
Market Dynamics
Industry Overview
The ocean transportation industry is cyclical and highly competitive, influenced by global trade, fuel prices, and regulatory changes. The logistics sector is also competitive and affected by technological advancements and supply chain disruptions.
Positioning
Matson is a niche player focusing on higher-value, time-sensitive cargo in specific geographic markets. Its competitive advantages include its established network, strong customer relationships, and focus on on-time delivery.
Total Addressable Market (TAM)
TAM for US domestic shipping is estimated to be in the tens of billions. Matson Inc. occupies a significant portion of specific routes. However, the overall shipping industry is much larger.
Upturn SWOT Analysis
Strengths
- Strong brand reputation in its core markets
- Established network and infrastructure
- High service reliability
- Focus on niche markets with less competition
- Solid financial performance
Weaknesses
- Geographic concentration (reliance on specific markets)
- Exposure to fluctuations in fuel prices
- Sensitivity to economic conditions in its primary markets
- Capital intensive business
Opportunities
- Expansion into new geographic markets or service offerings
- Increased demand for e-commerce related logistics services
- Potential for strategic acquisitions
- Leveraging technology to improve efficiency and service quality
Threats
- Increased competition from larger shipping lines
- Economic downturns in its primary markets
- Regulatory changes affecting shipping and logistics
- Disruptions from global events (e.g., pandemics, geopolitical conflicts)
- Fluctuations in fuel costs
Competitors and Market Share
Key Competitors
- TOTE Maritime
- Pasha Hawaii
- CMA CGM
- Hapag-Lloyd AG
Competitive Landscape
Matson competes with larger global shipping lines and smaller regional players. Its focus on niche markets and customer service differentiates it from some competitors, while others have broader geographic reach and service offerings.
Major Acquisitions
Span Alaska Transportation, Inc.
- Year: 2021
- Acquisition Price (USD millions): 197.6
- Strategic Rationale: Expansion of presence in the Alaska market, strengthening its logistics capabilities.
Growth Trajectory and Initiatives
Historical Growth: Matson has demonstrated growth through organic expansion and strategic acquisitions over the years.
Future Projections: Analyst estimates vary depending on overall economic conditions, and the growth prospects for the company's main routes.
Recent Initiatives: Recent initiatives include investments in new vessels, expansion of logistics services, and technology upgrades to improve efficiency.
Summary
Matson is a well-established company operating in niche markets with a strong brand reputation. The company is capital intensive, sensitive to fuel prices and focused on the Pacific routes. Diversification and technological improvements are areas that can continue to be improved. Economic slowdowns in key markets or increased competition from larger players could negatively impact the company.
Similar Companies
- ZIM
- SITC
- DNB
- CHRW
Sources and Disclaimers
Data Sources:
- Company filings, industry reports, analyst estimates, press releases
Disclaimers:
This analysis is based on publicly available information and is for informational purposes only. It is not financial advice. Market share data is estimated and may not be precise. Financial data is subject to change and should be verified with the company's official filings.
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 Matson Inc
Exchange NYSE | Headquaters Honolulu, HI, United States | ||
IPO Launch date 1973-05-03 | Chairman & CEO Mr. Matthew J. Cox | ||
Sector Industrials | Industry Marine Shipping | Full time employees 4356 | Website https://www.matson.com |
Full time employees 4356 | Website https://www.matson.com | ||
Matson, Inc., together with its subsidiaries, engages in the provision of ocean transportation and logistics services. It operates through two segments, Ocean Transportation and Logistics. The Ocean Transportation segment offers ocean freight transportation services to the domestic non-contiguous economies of Hawaii, Alaska and Guam, and to other island economies in Micronesia. It primarily transports dry containers of mixed commodities, refrigerated commodities, food products, beverages, building materials, automobiles, and household goods; livestock; seafood; general sustenance cargo; and garments, footwear, e-commerce, and other retail merchandise. This segment also operates an expedited service from China to Long Beach, California, and various islands in the South Pacific, as well as Okinawa, Japan; and provides stevedoring, refrigerated cargo services, inland transportation, container equipment maintenance, and other terminal services on the Hawaiian islands of Oahu, Hawaii, Maui, and Kauai, as well as in the Alaska locations of Anchorage, Kodiak, and Dutch Harbor. The Logistics segment provides multimodal transportation brokerage services, including domestic and international rail intermodal, long-haul and regional highway trucking, specialized hauling, flat-bed and project, less-than-truckload, and expedited freight services; less-than-container load consolidation and freight forwarding services; warehousing and distribution services; supply chain management services, and non-vessel operating common carrier freight forwarding services. It serves the U.S. military, freight forwarders, retailers, consumer goods manufacturers, and other customers. The company was formerly known as Alexander & Baldwin Holdings, Inc. and changed its name to Matson, Inc. in June 2012. Matson, Inc. was founded in 1882 and is headquartered in Honolulu, Hawaii.
Upturn is now on iOS and Android!
Experience Upturn on your mobile. Install it now!
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.