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Upturn AI SWOT - About
MATX 
Matson Inc (MATX)
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Upturn Advisory Summary
06/27/2025: 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.
Number of Analysts
3 Analysts rated it
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Year Target Price $142.5
Year Target Price $142.5
| 2 | Strong Buy |
| 0 | Buy |
| 1 | Hold |
| 0 | Under performing |
| 0 | Sell |
Analysis of Past Performance
Type Stock | Historic Profit 48.79% | Avg. Invested days 72 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 06/27/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 3.66B USD | Price to earnings Ratio 7.43 | 1Y Target Price 142.5 |
Price to earnings Ratio 7.43 | 1Y Target Price 142.5 | ||
Volume (30-day avg) - | Beta 1.31 | 52 Weeks Range 91.42 - 168.09 | Updated Date 06/29/2025 |
52 Weeks Range 91.42 - 168.09 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 1.29% | Basic EPS (TTM) 15.07 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 14.72% | Operating Margin (TTM) 9.99% |
Management Effectiveness
Return on Assets (TTM) 8.58% | Return on Equity (TTM) 20.48% |
Valuation
Trailing PE 7.43 | Forward PE 17.61 | Enterprise Value 4239569631 | Price to Sales(TTM) 1.05 |
Enterprise Value 4239569631 | Price to Sales(TTM) 1.05 | ||
Enterprise Value to Revenue 1.22 | Enterprise Value to EBITDA 4.49 | Shares Outstanding 32644800 | Shares Floating 31910661 |
Shares Outstanding 32644800 | Shares Floating 31910661 | ||
Percent Insiders 1.82 | Percent Institutions 89.13 |
Analyst Ratings
Rating 4.33 | Target Price 142.5 | 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
Matson, Inc. traces its roots back to 1882 when Captain William Matson sailed his three-masted schooner, the Emma Claudina, from San Francisco to Hilo, Hawaii. Officially incorporated as Matson Navigation Company in 1901, it played a crucial role in developing Hawaii's economy. Over time, it expanded its services beyond Hawaii to other Pacific regions and diversified into logistics services.
Core Business Areas
- Ocean Transportation: Provides ocean shipping services between the U.S. mainland and Hawaii, Alaska, Guam, Micronesia, and South Pacific islands. Carries containerized goods, automobiles, and other commodities.
- Logistics: Offers a range of logistics services, including intermodal transportation, warehousing, distribution, and supply chain management.
Leadership and Structure
Matt Cox serves as Chairman and Chief Executive Officer. The company has a traditional corporate structure with executive leadership overseeing various departments and reporting to the Board of Directors.
Top Products and Market Share
Key Offerings
- Hawaii Service: Ocean freight services to Hawaii. Matson is a dominant player in this market, estimated to hold over 50% market share. Competitors include Pasha Hawaii and TOTE Maritime Alaska. Primary Revenue source for Matson Inc.
- Alaska Service: Ocean freight services to Alaska. Matson's market share in this region is estimated to be around 20%. Competitors include TOTE Maritime Alaska. Not specified how much revenue this brings in.
- Guam/Micronesia Service: Ocean freight services to Guam and Micronesia. Not specified how much revenue this brings in.
- Logistics Services: Inland transportation, freight forwarding, and supply chain solutions. Market share varies by specific service within this segment. Main competitors include JB Hunt (JBHT) and XPO (XPO). Not specified how much revenue this brings in.
Market Dynamics
Industry Overview
The ocean transportation and logistics industry is highly competitive and subject to economic cycles, fuel costs, and regulatory changes. The industry is influenced by global trade patterns, supply chain disruptions, and technological advancements.
Positioning
Matson is a leading provider of ocean transportation services in the Pacific, particularly to Hawaii. Its competitive advantages include its established routes, reliable service, and integrated logistics capabilities.
Total Addressable Market (TAM)
The TAM for ocean transportation and logistics is substantial, estimated in the hundreds of billions of dollars globally. Matson's positioning in niche Pacific markets allows it to capture a significant share within those specific regions, even if it represents a smaller portion of the overall TAM.
Upturn SWOT Analysis
Strengths
- Dominant position in Hawaii market
- Strong brand reputation
- Integrated logistics capabilities
- Reliable service and on-time performance
Weaknesses
- High dependence on specific geographic markets
- Vulnerability to fuel price fluctuations
- Exposure to economic cycles
- Limited geographic diversification compared to larger global players
Opportunities
- Expansion into new geographic markets
- Growth in e-commerce and supply chain solutions
- Investments in technology and automation
- Strategic acquisitions to expand service offerings
Threats
- Increased competition from larger carriers
- Economic downturns affecting trade volumes
- Regulatory changes and environmental regulations
- Geopolitical risks and trade disputes
Competitors and Market Share
Key Competitors
- TOTE Maritime Alaska (SALT)
- Pasha Hawaii
- JB Hunt (JBHT)
- XPO (XPO)
Competitive Landscape
Matson's competitive advantages include its strong brand reputation and dominant position in the Hawaii market. However, it faces competition from larger global carriers and regional players. Key competitive factors include service reliability, pricing, and network coverage.
Major Acquisitions
Span Alaska Transportation
- Year: 2021
- Acquisition Price (USD millions): 197.6
- Strategic Rationale: Expanded Matson's presence in the Alaska market and enhanced its integrated logistics capabilities.
Growth Trajectory and Initiatives
Historical Growth: Data needed, as real-time financial data is not available
Future Projections: Data needed, as real-time financial data is not available
Recent Initiatives: Matson has been focused on optimizing its fleet, improving operational efficiency, and expanding its logistics services. Recent initiatives include investments in new vessels and technology upgrades.
Summary
Matson is a strong player in the Pacific ocean transportation and logistics markets, particularly in Hawaii. Its established routes and reliable service provide a competitive advantage. However, the company is vulnerable to economic cycles and fuel price fluctuations. Matson should focus on diversifying its geographic footprint and investing in technology to drive future growth.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings (SEC)
- Industry reports
- Analyst estimates
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market data and analyst estimates are subject to change. The user assumes full responsibility for any investment decisions based on this information.
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.
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