SURVYR

MATX

Matson, Inc.
$231.74
+$2.89 (1.26%)Oct 27 close
IndustrialsS&P 600 CompareTechnicals
Model valuationLeans undervaluedDCF base $262
1M3M6M1Y2Y
-7%+32%+70%+109%+148%Oct 2025Oct 2026Apr 202652w high $240.8752w low $96.70
MATXSPY
Wall St. Highest PT $310.00 (+33.8%) Wall St. Avg PT $276.75 (+19.4%)
$96$152$208$264$319POC $162Hi $310Avg $277
Underwater Drawdown %Max DD -12.8%Current -2.9%
0.0%-12.8%
Relative Strength vs SPY+125.1% vs SPYOutperforming
+154%0%-154%
1W
−$5.53 (2.33%)
1M
+$7.08 (3.15%)
3M
+$29.02 (14.31%)
6M
+$56.90 (32.54%)
YTD
+$108.93 (88.70%)
1Y
+$134.65 (138.68%)

Chart

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Ratings & dials

1m · 5m · 15m · 1h · 4h · 1D

Analyst & Morningstar ratings

Consensus · Targets · Morningstar
Wall Street analyst consensus
SellHoldStrong Buy
Strong Buy
4 analysts · mean score 1.25
1 = Strong Buy · 5 = Sell
Strong Buy375%
Buy125%
Hold00%
Underperform00%
Sell00%
Wall Street consensus · as of Oct 13, 2026
Analyst price targets
Current price$231.74
Average target$276.75
+$45.01 (+19.4%) upsideaverage target vs current price
CurrentAverageMedian
Low$260.00
Median$268.50
High$310.00
12-month Wall Street target range · as of Oct 13, 2026
Recent analyst rating changes · 30
Reiterated
2026-10-13 · JP Morgan reiterated Overweight on MATX
Initiated
2026-09-30 · Freedom Broker started covering MATX at Buy
Reiterated
2026-08-04 · JP Morgan reiterated Overweight on MATX
Reiterated
2026-08-04 · Stephens & Co. reiterated Overweight on MATX
Initiated
2026-04-27 · JP Morgan started covering MATX at Overweight
Reiterated
2026-01-21 · Stephens & Co. reiterated Overweight on MATX
All analyst rating changes ›

Third-party ratings, not SURVYR.'s views.

Health check

Quality
WeakAverageStrong
Average
Piotroski F-score 5 of 9
See the tests
  • ✓Positive net income
  • ✓Positive operating cash flow
  • ✗Return on assets improved
  • ✓Cash flow above net income
  • ✓Long-term debt / assets fell
  • ✗Current ratio improved
  • ✓No share dilution
  • ✗Gross margin improved
  • ✗Asset turnover improved

Computed by SURVYR. from the company's SEC filings (latest balance sheet Jun 30, 2026). Descriptive, not a forecast.

Key stats & company

Market value$6.9B
P/E (last 12 months)15.6
P/E (next 12 months, estimated)13.8
52-week range$96.70 – $240.87
Revenue growth (latest quarter vs a year ago)+16.7%
Dividend yield0.66%
Analyst consensusStrong Buy (4)
Average analyst price target$276.75 (+19%)

What they do

Matson, Inc. engages in the provision of ocean transportation and logistics services. It operates through two segments, Ocean Transportation and Logistics. The company offers ocean freight transportation services to the domestic non-contiguous economies of Hawaii, Alaska and Guam.

Industrials · Marine Shipping
Valuation and fundamentals

Valuation & fundamentals

Bottom line
Leans undervalued
Model read-out from the numbers below, not advice. Score +2 (DCF counts double).
•DCF (base case)above the price by 13%
▲Forward P/E vs sector13.8x vs median 17.5x
•Piotroski F-score5/9
▲Net debt / EBITDA0.4x
▲Analyst target+19% (4 analysts)

Discounted cash flow

CyclicalValued on average-cycle margins
Bear
$171
-26%
growth -1% · disc. 11.8% · term. 2.0%
Base
$262
+13%
growth 4% · disc. 10.8% · term. 2.5%
Bull
$374
+62%
growth 7% · disc. 9.8% · term. 3.0%

Starting cash flow is mid-cycle: 17.2% average margin × current revenue = 0.6B (last 12 months: 0.6B at a 17% margin). On trailing cash flow the base case would be $257.

Reverse DCFfor context, not a signal
Today's price assumes free cash flow grows about 2% a year for 10 years.
Implied
+2%/yr
FCF, last 3 yrs
-25%/yr
FCF, last 5 yrs
+5%/yr
Revenue, last 3 yrs
-8%/yr
Revenue, last 5 yrs
+7%/yr
Same inputs as the DCF above: mid-cycle free cash flow 0.6B, 10.8% discount rate, 2.5% growth after year 10, net debt and today's share count. Actual growth rates are compound annual rates from SEC annual filings through FY2025; "n/a" means too little history or a negative starting year.
Edit assumptions · recalculates instantly
Your value per share–

Free cash flow = operating cash flow − capital spending, trailing 12 months (TTM to 2026-06-30). Growth default: average of 3-year revenue CAGR and latest revenue growth, capped at 30%. Years 6–10 fade linearly to terminal growth. Discount rate = 4.25% risk-free assumption + beta 1.30 × 5% equity premium, kept within 7–13%. Bear: lower growth, +1 pt discount, 2% terminal. Bull: higher growth, −1 pt, 3%.

Multiples vs Industrials

P/E (trailing)
sector median 26.2× · 12th pct
 15.6×
cheaper
Forward P/E
sector median 17.5× · 29th pct
 13.8×
cheaper
EV / EBITDA
sector median 14.9× · 24th pct
 10.9×
cheaper
Price / sales
sector median 2.2× · 45th pct
 2.0×
cheaper
Price / book
sector median 3.5× · 32nd pct
 2.5×
cheaper
FCF yield
sector median 4.6% · 80th pct
 8.4%
cheaper

Forward EPS $16.81 vs trailing $14.87 (+13% expected growth). Forward P/E uses analysts' next-12-month estimate.

Quality & financial health

Gross margin
–
Operating margin
15.2%
FCF margin
16.9%
Net margin
13.4%
Return on equity
16.7%
Return on invested capital
14.6%
Net debt / EBITDA
0.4×
Current ratio
0.9×
Interest cover
79.5×
Cash conversion (OCF/NI)
1.3×
Piotroski F-score 5/9 · last two fiscal years
✓ Positive net income✓ Positive operating cash flow✗ Return on assets improved✓ Cash flow above net income✓ Long-term debt / assets fell✗ Current ratio improved✓ No share dilution✗ Gross margin improved✗ Asset turnover improved

Analysts

Mean target
$277
+19%
Analysts
4
Strong Buy
Range
$260–$310
low – high
● price · ◆ mean target

Annual history

FYRevenueNet incomeFree cash flow
2025$3.3B$444.8M$547.1M
2024$3.4B$476.4M$767.8M
2023$3.1B$297.1M$510.5M
2022$4.3B$1.1B$1.3B
2021$3.9B$927.4M$984.1M
2020$2.4B$193.1M$429.8M

From the company's 10-K filings via SEC XBRL. 3-year revenue CAGR -8.3%.

For information only · Important disclosures

Grades vs sector

Momentum
99th percentile in sector
A+
12-1 return: +119.6%
Percentile within its GICS sector across the S&P 1500.
Growth
75th percentile in sector
B+
Revenue growth (YoY): +16.7%
Percentile within its GICS sector across the S&P 1500.
Value
70th percentile in sector
B
Forward E/P: 7.2% · EBITDA/EV: 8.8%
Percentile within its GICS sector across the S&P 1500.
Profitability
66th percentile in sector
B
Profit margin: +13.4% · Return on equity: +17.2%
Percentile within its GICS sector across the S&P 1500.
Revisions
Not enough data yet
–
EPS estimate change, 30 days (current FY): –
30-day change in analysts' current-year EPS estimate; graded across covered stocks.

Systematic Models

Held by 1 of 7 live models: Momentum Blend.

Momentum Blend
3.9% of the book · Core sleeve
 HeldQuality Growth
Outside this model's universe or screens
 Momentum Top 15
Outside this model's universe or screens
 New Highs Growth
Outside this model's universe or screens
 SURVYR. Barbell Momentum & T-Bill Shield
Outside this model's universe or screens
 SURVYR. Physical AI Grid & Power
Outside this model's universe or screens
 SURVYR. Long Book
Not in the current book
Why it's in the Momentum Blend

In the Core sleeve: one of the steadiest 12-month uptrends in its universe (the model's smooth-trend momentum score).

What would knock it out: Re-checked at each monthly rebalance (next Oct 30); leaves if it no longer makes the Core selection. The latest preview keeps it.

Earnings & events

MATX earningsNext report in 8 days
Next report · quarter Sep 2026
Wed Nov 4, 2026After the close
EPS consensus$6.27 range $6.09–$6.50
Revenue consensus$1.1B 3 analysts
Last 4 quarters · EPS vs estimate
Aug 3, 2026$4.27est $3.82+11.8%Above estimates
May 4, 2026$1.85est $1.61+15.1%Above estimates
Feb 24, 2026$4.60est $3.69+24.8%Above estimates
Nov 4, 2025$4.24est $3.25+30.3%Above estimates

In line = within 1% of the estimate.

Source: Yahoo Finance · report time: Nasdaq earnings calendar · refreshed 2026-10-27 18:03:54 ET
24-1025-0225-0525-0725-1126-0226-0526-080.005.89
EstimateActual (beat)Actual (miss)

Quarterly revenue

QuarterRevenueYoY
2026-03-31$757.8M-3.1%
2025-12-31$851.9M–
2025-09-30$880.1M–
2025-06-30$830.5M–
2025-03-31$782.0M–

Recent dividends

2026-08-06: $0.380 · 2026-05-07: $0.360 · 2026-02-05: $0.360 · 2025-11-06: $0.360 · 2025-08-07: $0.360 · 2025-05-08: $0.340 · 2025-02-06: $0.340 · 2024-11-07: $0.340

News & catalysts

More news
MATSON ANNOUNCES QUARTERLY DIVIDEND OF $0.38 PER SHARE
PR Newswire · Oct 20
Rating changes
Reiterated
2026-10-13 · JP Morgan reiterated Overweight on MATX
Initiated
2026-09-30 · Freedom Broker started covering MATX at Buy
Reiterated
2026-08-04 · JP Morgan reiterated Overweight on MATX
Reiterated
2026-08-04 · Stephens & Co. reiterated Overweight on MATX
Initiated
2026-04-27 · JP Morgan started covering MATX at Overweight
Reiterated
2026-01-21 · Stephens & Co. reiterated Overweight on MATX

Third-party analyst actions, not SURVYR.'s views. All rating changes

Insider trades
Cox Matthew J
Director, Chairman & CEO · 2026-09-29
Sell
$1.3M
Cox Matthew J
Director, Chairman & CEO · 2026-09-29
Sell
$552.7K
Cox Matthew J
Director, Chairman & CEO · 2026-09-29
Sell
$168.2K
Cox Matthew J
Director, Chairman & CEO · 2026-09-29
Sell
$155.3K
Cox Matthew J
Director, Chairman & CEO · 2026-08-28
Sell
$1.4M
Cox Matthew J
Director, Chairman & CEO · 2026-08-28
Sell
$770.9K
Cox Matthew J
Director, Chairman & CEO · 2026-08-28
Sell
$99.5K
Angoco Vic S Jr
Executive Vice President · 2026-08-24
Sell
$231.1K
Angoco Vic S Jr
Executive Vice President · 2026-08-24
Sell
$149.3K
Angoco Vic S Jr
Executive Vice President · 2026-08-24
Sell
$130.4K
Scott Christopher A
EVP & Chief Commercial Officer · 2026-08-19
Sell
$131.9K
Heilmann Peter T
EVP, Chief Admin. Officer & GC · 2026-08-19
Sell
$1.1M

Stats refreshed 2026-10-27 18:03:54 ET from Yahoo Finance (yfinance). "–" means the data isn't available. Refresh now

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Systematic research · Not investment advice · Hypothetical unless marked Live · Data: Yahoo Finance (15-min delayed), SEC EDGAR, House Clerk · Important disclosures · Contact desk@coteau.app

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Coteau 0.9 · Oct 21, 2026