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Upturn AI SWOT - About
MATX 
Matson Inc (MATX)
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Upturn Advisory Summary
09/17/2025: 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
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $115
1 Year Target Price $115
| 2 | Strong Buy |
| 0 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong 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 09/17/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 3.37B USD | Price to earnings Ratio 7.22 | 1Y Target Price 115 |
Price to earnings Ratio 7.22 | 1Y Target Price 115 | ||
Volume (30-day avg) 3 | Beta 1.21 | 52 Weeks Range 91.13 - 167.56 | Updated Date 09/17/2025 |
52 Weeks Range 91.13 - 167.56 | Updated Date 09/17/2025 | ||
Dividends yield (FY) 1.29% | Basic EPS (TTM) 14.69 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 14.26% | Operating Margin (TTM) 13.05% |
Management Effectiveness
Return on Assets (TTM) 8.33% | Return on Equity (TTM) 19.7% |
Valuation
Trailing PE 7.22 | Forward PE 17.61 | Enterprise Value 3957716167 | Price to Sales(TTM) 0.97 |
Enterprise Value 3957716167 | Price to Sales(TTM) 0.97 | ||
Enterprise Value to Revenue 1.14 | Enterprise Value to EBITDA 4.29 | Shares Outstanding 31789000 | Shares Floating 31055963 |
Shares Outstanding 31789000 | Shares Floating 31055963 | ||
Percent Insiders 1.9 | Percent Institutions 89.61 |
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 Emma Claudina from San Francisco to Hilo, Hawaii. Initially focused on transporting goods and passengers, it has evolved into a leading provider of ocean transportation and logistics services.
Core Business Areas
- Ocean Transportation: Provides ocean shipping services between the U.S. mainland and Hawaii, Alaska, Guam, Micronesia, and other international destinations. It focuses on containerized cargo, automobiles, and project cargo.
- Logistics: Offers a range of logistics services, including intermodal transportation, warehousing, distribution, and freight forwarding.
Leadership and Structure
Matt Cox serves as the Chairman and Chief Executive Officer. The company has a typical corporate structure with a board of directors overseeing various executive leadership positions responsible for different business segments and functional areas.
Top Products and Market Share
Key Offerings
- Hawaii Service: Ocean transportation of goods to and from Hawaii. Market share is significant, estimated around 35-40% of the Hawaii market. Competitors include Pasha Hawaii and others, but Matson benefits from its long-standing presence and reliability. Revenue for 2023 from the Hawaii service was $1.7 billion.
- Alaska Service: Ocean transportation of goods to and from Alaska. Matson is a key player in the Alaska market, with market share estimated around 25-30%. Competitors include TOTE Maritime. Revenue for 2023 from the Alaska Service was $400 million.
- China-Long Beach Express (CLX): Expedited ocean freight service from China to Long Beach, California. This service faces competition from other transpacific carriers and air freight options. Competitors include COSCO, MSC and Maersk. Revenue figures not explicitly broken out, it's part of the overall Ocean Transportation segment.
Market Dynamics
Industry Overview
The ocean transportation and logistics industry is highly competitive and cyclical, influenced by global trade patterns, economic conditions, and regulatory changes. The industry is currently facing challenges such as overcapacity and fluctuating fuel prices.
Positioning
Matson is a leading player in the niche markets it serves (Hawaii, Alaska, Guam), offering premium, reliable service. Its competitive advantages include its established networks, dedicated terminals, and focus on customer service.
Total Addressable Market (TAM)
The TAM for Matson includes all freight to Hawaii, Alaska, Guam and CLX. It is estimated the market size of all these lanes, is about $10 billion, and Matson Inc is well positioned within its markets.
Upturn SWOT Analysis
Strengths
- Strong brand reputation in niche markets
- Extensive network and infrastructure
- Reliable and time-sensitive services
- Experienced management team
Weaknesses
- Geographic concentration in specific markets
- Vulnerability to economic cycles
- High capital expenditure requirements
- Exposure to fuel price volatility
Opportunities
- Expansion into new geographic markets
- Growth in e-commerce and related logistics services
- Development of value-added logistics solutions
- Leveraging technology for efficiency improvements
Threats
- Increased competition from larger global carriers
- Economic slowdown and trade disruptions
- Regulatory changes and environmental regulations
- Cybersecurity threats
Competitors and Market Share
Key Competitors
- TOTE
- Pasha Hawaii
- COSCO
Competitive Landscape
Matson competes primarily on service quality and reliability in its niche markets. It faces competition from larger global carriers, particularly on transpacific routes. Matson excels on reliability.
Major Acquisitions
Span Alaska Transportation
- Year: 2021
- Acquisition Price (USD millions): 197.6
- Strategic Rationale: Expanded Matson's presence and service offerings in the Alaska market.
Growth Trajectory and Initiatives
Historical Growth: Matson's growth has been moderate, driven primarily by its core Hawaii and Alaska services. The China-Long Beach Express service has also contributed to growth.
Future Projections: Analysts project modest revenue growth in the coming years, with a focus on cost optimization and operational efficiencies. Revenue growth for next 3 years [2, 2, 1]. Percentage values
Recent Initiatives: Recent strategic initiatives include fleet modernization, investments in technology, and expansion of logistics services.
Summary
Matson is a strong player in its niche markets of Hawaii and Alaska, providing essential ocean transport and logistics services. The decline in Net Income over the past few years raises concerns. Its competitive advantage lies in its reliability, established networks, and dedicated terminals. It needs to look out for rising fuel prices and other general economic uncertainty. Growth is going to have to come from operational efficiencies.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings (10-K, 10-Q)
- Analyst Reports
- Industry Publications
- Company Website
- Press Releases
Disclaimers:
The data provided is for informational purposes only and should not be considered financial 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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