Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
AI Summary - 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 4.75B USD | Price to earnings Ratio 12.01 | 1Y Target Price 116 |
Price to earnings Ratio 12.01 | 1Y Target Price 116 | ||
Volume (30-day avg) 244186 | Beta 1.05 | 52 Weeks Range 99.50 - 168.70 | Updated Date 02/21/2025 |
52 Weeks Range 99.50 - 168.70 | Updated Date 02/21/2025 | ||
Dividends yield (FY) 0.95% | Basic EPS (TTM) 11.9 |
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2025-02-18 | When Before Market | Estimate - | Actual - |
Profitability
Profit Margin 12.37% | Operating Margin (TTM) 24.7% |
Management Effectiveness
Return on Assets (TTM) 6.8% | Return on Equity (TTM) 16.61% |
Valuation
Trailing PE 12.01 | Forward PE 17.61 | Enterprise Value 5129771052 | Price to Sales(TTM) 1.43 |
Enterprise Value 5129771052 | Price to Sales(TTM) 1.43 | ||
Enterprise Value to Revenue 1.54 | Enterprise Value to EBITDA 6.25 | Shares Outstanding 33210100 | Shares Floating 32451945 |
Shares Outstanding 33210100 | Shares Floating 32451945 | ||
Percent Insiders 1.77 | Percent Institutions 88.01 |
AI Summary
Matson Inc.: A Comprehensive Overview
Company Profile:
History and Background:
Founded in 1882, Matson Inc. (NYSE: MATX) is a leading US-based provider of ocean transportation and logistics services.
Headquartered in Honolulu, Hawaii, the company has a long and rich history of serving the needs of the Pacific region. Matson began as a small shipping company carrying freight between San Francisco and Hawaii. Over time, it expanded its operations to include Guam, Micronesia, and other Pacific Island nations.
Today, Matson operates a diversified fleet of 24 vessels, including containerships, barges, and tankers. The company provides a range of services, including containerized shipping, ocean transportation, intermodal services, and logistics.
Core Business Areas:
- Ocean Transportation: Matson offers containerized shipping services between the US mainland, Hawaii, Alaska, Guam, Micronesia, and other Pacific Island nations. They also provide ocean transportation services for other regions, including China, Japan, and South Korea.
- Logistics: Matson provides a range of logistics services, including warehousing, distribution, and customs brokerage.
- Intermodal Services: Matson offers intermodal services, which combine ocean transportation with other modes of transportation, such as trucking and rail.
Leadership Team and Corporate Structure:
- Matthew Cox: Chairman and Chief Executive Officer
- Joel Wine: Executive Vice President and Chief Operating Officer
- Ken Lichtendahl: Executive Vice President and Chief Financial Officer
- Dave Hoppes: Senior Vice President, Ocean Services
- Bernie Valencia: Senior Vice President, Logistics
- Dave Bennett: Senior Vice President, Human Resources
- Matthew Cox: Board of Directors Chairman
Top Products and Market Share:
Top Products and Offering:
- Ocean Transportation: Containerized shipping is the company's primary product, accounting for a significant portion of its revenue.
- Logistics: Matson offers a comprehensive suite of logistics services, including warehousing, distribution, and customs brokerage.
- Intermodal Services: Intermodal services, which combine ocean transportation with other modes of transportation, are a growing segment of the company's business.
Market Share:
- Global Market Share: Matson holds a small market share in the global ocean transportation market.
- US Market Share: Matson has a dominant market share in the US-Hawaii trade lane, with approximately 80% of the market.
Product Performance and Market Reception:
Matson's products are generally well-received by customers. The company has a strong reputation for reliability and customer service. However, Matson faces competition from larger ocean carriers, such as Maersk and CMA CGM.
Total Addressable Market:
The total addressable market for Matson is estimated to be around $100 billion. This includes the global ocean transportation market, as well as the US logistics market.
Financial Performance:
Recent Financial Statements:
- Revenue: $2.47 billion (2022)
- Net Income: $333.3 million (2022)
- Profit Margin: 13.5% (2022)
- Earnings per Share (EPS): $5.14 (2022)
Year-over-Year Performance:
Matson's financial performance has been strong in recent years. Revenue, net income, and EPS have all increased significantly.
Cash Flow and Balance Sheet:
Matson has a strong cash flow and a healthy balance sheet. The company has a low debt-to-equity ratio and ample liquidity.
Dividends and Shareholder Returns:
Dividend History:
Matson has a history of paying dividends. The company's current dividend yield is 0.5%.
Shareholder Returns:
Matson's stock has performed well in recent years. The company's total shareholder return over the past 5 years is over 100%.
Growth Trajectory:
Historical Growth:
Matson has experienced strong historical growth. Revenue has increased by over 50% in the past 5 years.
Future Projections:
Matson is expected to continue to grow in the future. The company is benefiting from strong demand in the US-Hawaii trade lane and is expanding its services into new markets.
Recent Initiatives:
Matson is investing in new vessels and expanding its logistics network. The company is also developing new technologies to improve its efficiency and customer service.
Market Dynamics:
Industry Overview:
The ocean transportation industry is highly competitive. However, Matson is well-positioned in the US-Hawaii trade lane due to its dominant market share. The company is also benefiting from the growth of e-commerce, which is driving demand for ocean transportation services.
Technological Advancements:
The ocean transportation industry is undergoing a period of technological change. Matson is investing in new technologies to improve its efficiency and customer service.
Competitive Landscape:
- Top Competitors:
- Seaspan Corporation (NYSE: SSW)
- Dorian LPG (NYSE: LPG)
- Genco Shipping & Trading Limited (NYSE: GNK)
- International Seaways, Inc. (NYSE: INSW)
- Teekay Tankers Ltd. (NYSE: TNK)
- Market Share: Matson has the highest market share in the US-Hawaii trade lane, while its competitors operate in different segments of the global market.
- Competitive Advantages: Matson's strong market share, brand recognition, and customer service are its key competitive advantages.
Potential Challenges and Opportunities:
Challenges:
- Supply Chain Issues: Matson faces challenges related to supply chain disruptions, which can impact its ability to deliver goods on time.
- Competition: Matson faces competition from larger ocean carriers, which could put pressure on its market share and pricing.
- Technological Changes: The ocean transportation industry is undergoing a period of technological change, which could require Matson to invest in new technologies to remain competitive.
Opportunities:
- New Markets: Matson is expanding its services into new markets, which could provide new growth opportunities.
- Product Innovations: Matson is developing new technologies to improve its efficiency and customer service, which could attract new customers.
- Strategic Partnerships: Matson is forming strategic partnerships with other companies, which could help it expand its reach and capabilities.
Recent Acquisitions:
Matson has not made any acquisitions in the past 3 years.
AI-Based Fundamental Rating:
AI-Based Rating: 8/10
Justification:
Matson has a strong financial performance, a dominant market share in the US-Hawaii trade lane, and a positive growth trajectory. The company is also well-positioned to benefit from the growth of e-commerce and the development of new technologies. However, Matson faces challenges related to supply chain disruptions and competition. Overall, Matson is a well-positioned company with a bright future.
Sources and Disclaimers:
Sources:
- Matson Inc. website
- Yahoo Finance
- MarketWatch
- Bloomberg
Disclaimer:
This information is intended for educational purposes only and should not be considered investment advice. Please consult with a financial professional before making any investment decisions.
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 4315 | Website https://www.matson.com |
Full time employees 4315 | 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, Japan, Alaska, and Guam, as well as 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 to ocean carriers on the Hawaiian islands of Oahu, Hawaii, Maui, and Kauai, as well as in the Alaska locations of Anchorage, Kodiak, and Dutch Harbor. In addition, it offers vessel management and container transshipment services. 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, automobile 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.