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MATX 
Matson Inc (MATX)
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Upturn Advisory Summary
12/05/2025: MATX (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Number of Analysts
3 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $144
1 Year Target Price $144
| 2 | Strong Buy |
| 0 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 60.49% | Avg. Invested days 61 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 12/05/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 3.70B USD | Price to earnings Ratio 8.9 | 1Y Target Price 144 |
Price to earnings Ratio 8.9 | 1Y Target Price 144 | ||
Volume (30-day avg) 3 | Beta 1.33 | 52 Weeks Range 86.68 - 152.69 | Updated Date 12/6/2025 |
52 Weeks Range 86.68 - 152.69 | Updated Date 12/6/2025 | ||
Dividends yield (FY) 1.21% | Basic EPS (TTM) 13.08 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 12.7% | Operating Margin (TTM) 17.88% |
Management Effectiveness
Return on Assets (TTM) 6.93% | Return on Equity (TTM) 16.38% |
Valuation
Trailing PE 8.9 | Forward PE 17.61 | Enterprise Value 4255344273 | Price to Sales(TTM) 1.09 |
Enterprise Value 4255344273 | Price to Sales(TTM) 1.09 | ||
Enterprise Value to Revenue 1.26 | Enterprise Value to EBITDA 5.06 | Shares Outstanding 31180035 | Shares Floating 30474119 |
Shares Outstanding 31180035 | Shares Floating 30474119 | ||
Percent Insiders 1.94 | Percent Institutions 91.08 |
Upturn AI SWOT
Matson Inc
Company Overview
History and Background
Matson, Inc. was founded in 1882 by Captain William Matson. Initially focused on shipping goods from San Francisco to Hawaii, it has grown to become a leading provider of ocean transportation and logistics services. Significant milestones include expanding services beyond Hawaii, incorporating technology advancements, and strategic acquisitions to enhance its capabilities.
Core Business Areas
- Ocean Transportation: Provides ocean shipping services between the U.S. West Coast and Hawaii, Alaska, Guam, Micronesia, and South Pacific islands. Includes container shipping and vehicle transportation.
- 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 CEO. The organizational structure is comprised of executive leadership overseeing different business units (Ocean Transportation, Logistics), with functional departments supporting operations (Finance, HR, IT).
Top Products and Market Share
Key Offerings
- Hawaii Container Shipping: Shipping containers between the U.S. West Coast and Hawaii. Matson holds a significant market share in this trade lane. Competitors include Pasha Hawaii, and other mainland companies indirectly serve the market through intermodal solutions.
- Market Share (%): 35
- Alaska Container Shipping: Provides container shipping services between the U.S. mainland and Alaska. Competitors include TOTE Maritime Alaska.
- Market Share (%): 25
- Guam/Micronesia Shipping: Offers containerized freight services to Guam and Micronesia. Other competitors include Swire Shipping.
- Market Share (%): 45
Market Dynamics
Industry Overview
The ocean transportation and logistics industry is characterized by global trade flows, fluctuating fuel prices, regulatory changes, and increasing demand for efficient supply chain solutions. It is highly competitive and subject to economic cycles.
Positioning
Matson holds a strong position in the niche markets it serves (Hawaii, Alaska, Guam). Its competitive advantages include a reliable service, dedicated infrastructure, and strong customer relationships.
Total Addressable Market (TAM)
The TAM for Matson includes the ocean transportation market within its served geographies and the broader logistics market. Estimates suggest this to be in the billions of dollars annually, with Matson capturing a portion through its specialized services. It is well positioned in key areas but needs to expand to capture a larger TAM.
Upturn SWOT Analysis
Strengths
- Strong brand reputation in core markets
- Reliable service and on-time performance
- Dedicated infrastructure and equipment
- Experienced management team
- High barrier to entry in key markets
Weaknesses
- Geographic concentration (reliance on specific trade lanes)
- Vulnerability to economic downturns in served markets
- Exposure to fuel price volatility
- Capital intensive business
- Limited global reach compared to larger competitors
Opportunities
- Expansion into new markets (e.g., other Pacific islands)
- Growth in e-commerce and related logistics services
- Adoption of new technologies to improve efficiency
- Strategic acquisitions to expand service offerings
- Increase government spending in the Micronesia and Guam region
Threats
- Increased competition from larger global shipping companies
- Economic slowdown in key markets (Hawaii, Alaska)
- Fluctuations in fuel prices
- Regulatory changes and environmental regulations
- Cybersecurity threats and disruptions to IT systems
Competitors and Market Share
Key Competitors
- TOTE
- Pasha Hawaii
- Swire Shipping
Competitive Landscape
Matson's advantage lies in its focus on specific niche markets (Hawaii, Alaska, Guam), where it has built strong relationships and dedicated infrastructure. Its disadvantages include limited global reach compared to larger competitors and higher costs in some markets.
Major Acquisitions
Span Alaska Transportation
- Year: 2021
- Acquisition Price (USD millions): 197.6
- Strategic Rationale: Expanded Matson's presence in the Alaska market and increased its logistics capabilities.
Growth Trajectory and Initiatives
Historical Growth: Matson has experienced moderate growth in revenue over the past decade, driven by increased trade volumes in its core markets and strategic initiatives to expand service offerings.
Future Projections: Analysts project moderate revenue growth for Matson in the coming years, driven by continued demand in its core markets. Earnings growth is expected to be more variable, influenced by fuel prices and competitive pressures.
Recent Initiatives: Recent initiatives include investments in new vessels, expansion of logistics services, and technology upgrades to improve operational efficiency.
Summary
Matson is a strong company with a leading presence in niche markets like Hawaii, Alaska, and Guam. It benefits from a reliable service, dedicated infrastructure, and strong customer relationships. Potential threats include fluctuating fuel prices and economic slowdowns in its core markets. Successful execution of strategic initiatives and expansion into new markets are critical for sustained growth.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company Filings (10-K, 10-Q)
- Investor Presentations
- Analyst Reports
- Industry Publications
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market conditions and company performance are subject to change.
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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