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Upturn AI Summary - About
Matthews International Corporation(MATW)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for MATW
09/25/2026: MATW (1-star) is currently NOT-A-BUY. Pass it for now.
Matthews International Corporation is a diversified industrial company operating across memorialization, brand solutions, and industrial technologies. The company is known for its steady cash flows from memorial products and its growth potential in battery manufacturing equipment. While the firm has a leading position in niche markets, it faces execution risks related to its industrial expansion and cyclicality in consumer marketing budgets. The stock may appeal to value-oriented investors seeking dividend income alongside exposure to energy transition themes. Key developments to monitor include the successful scaling of its industrial technologies segment and the management of its acquisition-related debt profile.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | Growth is tied to specific industrial segments like energy storage, which are still scaling. |
| Momentum investor | Weak fit | The stock often requires specific industrial contract wins or technological breakthroughs to sustain upward momentum. |
| Value investor | Strong fit | The company's legacy memorialization segment often provides a stable valuation floor for long-term investors. |
| Dividend investor | Strong fit | Matthews has a history of consistent dividend payments that appeal to income-focused portfolios. |
| Low-risk investor | Mixed fit | While memorialization is stable, the company's expansion into industrial tech introduces higher operational and market volatility. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | The stock reacts to cyclical industrial demand and integration news. |
| Valuation risk | Medium | Valuation is often tied to the perceived growth rate of the industrial technologies segment. |
| Competition risk | Medium | The company faces specialized competitors in both its brand marketing and industrial automation divisions. |
| Business quality | Medium | The mix of stable memorialization and high-growth industrial tech makes the business quality profile complex. |
| Dividend income | Low | Dividends are reliable but may not be the primary driver of total return for many investors. |
| Execution risk | Medium | Successfully integrating and scaling new energy technologies is critical to long-term performance. |
Price Behavior
Downtrend
The stock has experienced a sustained decline in price over recent periods.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type Stock | Historic Profit -30.56% | Avg. Invested days 29 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/25/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 591.49M USD | Price to earnings Ratio - | 1Y Target Price 31.33 |
Price to earnings Ratio - | 1Y Target Price 31.33 | ||
Volume (30-day avg) 1.0M shares | Beta 1.04 | 52 Weeks Range 18.94 - 30.32 | Updated Date 09/25/2026 |
52 Weeks Range 18.94 - 30.32 | Updated Date 09/25/2026 | ||
Dividends yield (FY) 5.31% | Basic EPS (TTM) -0.95 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Memorialization | Bronze memorials, cremation equipment, and funeral home products. | This is a stable, consistent cash-flow business. |
| SGK Brand Solutions | Packaging design, brand deployment, and marketing services. | This segment tracks global consumer goods spending and marketing budgets. |
| Industrial Technologies | Battery production equipment, marking and coding systems. | This is the growth engine tied to energy transition and automation. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Valuation
Trailing PE - | Forward PE 11.15 | Enterprise Value 1.21B | Price to Sales(TTM) 0.53 |
Enterprise Value 1.21B | Price to Sales(TTM) 0.53 | ||
Enterprise Value to Revenue 1.09 | Enterprise Value to EBITDA 11.1 | Shares Outstanding 31.21M | Shares Floating 26.76M |
Shares Outstanding 31.21M | Shares Floating 26.76M | ||
Percent Insiders 4.85 | Percent Institutions 97.84 |
Upturn AI Summary
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.
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
About Matthews International Corporation
Exchange NASDAQ | Headquarters Pittsburgh, PA, United States | ||
IPO Launch date 1994-07-20 | President, CEO & Director Mr. Michael J. Whitehead | ||
Sector Industrials | Industry Conglomerates | Full time employees 4300 | Website https://www.matw.com |
Full time employees 4300 | 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 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 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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