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Matson, Inc.

Industrials Updated August 11, 2026
$204.68
52W $86.97 – $230.74
58/100
$6.19B
13.6
1.28
AI Committee Verdict
Watch
58/100
Conviction: Contested · 50% agreement · 6 analysts
Contested

Is MATX Bullish or Bearish?

Mixed. Innellis AI committee rates Matson, Inc. (MATX) Watch with a composite score of 58/100 , based on 6 analysts with 50% agreement. Last updated August 11, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +2.08 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Reduce
Requires the score to fall below 40.0 — -17.92 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. Macro Analyst sees a compelling case — vix regime is low -- calm backdrop supports risk-taking. Growth Analyst remains cautious — revenue declining -4.6% yoy -- this is not a growth story right now. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • P/E of 14.6 is inexpensive for the broad market — Value
  • Price-to-book of 1.4x is a discount to asset value — Value
  • ROE of 15.9% shows genuine earnings power backing the valuation — Value
  • Price structure making higher highs and higher lows — Technical
  • Trend and market structure agree -- coherent bullish picture — Technical
  • Weekly trend (uptrend) confirms the daily trend -- multi-timeframe agreement — Technical
Bear Case
  • Revenue declining -4.6% YoY -- this is not a growth story right now — Growth
  • EPS declining -10.6% YoY despite any revenue growth — Growth
  • MACD histogram negative -- bearish momentum — Technical
  • Current ratio of 0.89 is tight -- limited short-term liquidity cushion — Risk
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 11, 2026
Overall Committee Score
58/100
Agreement
50%
Analysts
6
Conviction
Contested
Sector Rank
Top 59%
of 223 Industrials peers
Value Analyst bullish
76 / 100 · High confidence
Classic value case: cheap on multiples with earnings power to back it up
+ P/E of 14.6 is inexpensive for the broad market
Growth Analyst bearish
18 / 100 · Moderate confidence
Growth story is weak, decelerating, or inconsistent
− Revenue declining -4.6% YoY -- this is not a growth story right now
Technical Analyst bullish
61 / 100 · High confidence
Price action is constructive -- trend and momentum agree
+ Price structure making higher highs and higher lows
− MACD histogram negative -- bearish momentum
Risk Analyst neutral
58 / 100 · Moderate confidence
Moderate risk -- no single red flag, but nothing that clearly de-risks the position either
+ Low leverage (debt-to-equity 0.13) -- balance sheet can absorb a shock
− Current ratio of 0.89 is tight -- limited short-term liquidity cushion
Macro Analyst bullish
78 / 100 · Moderate confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ VIX regime is low -- calm backdrop supports risk-taking
News Analyst neutral
58 / 100 · Low confidence
News flow is mixed or quiet -- no strong signal either way right now
Portfolio Manager neutral
55 / 100 · Moderate confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− 2 existing position pair(s) are highly correlated already
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Technical Analysis

RSI (14)
43.6
Neutral
MACD Histogram
-0.918
Bearish Momentum
Trend Direction
Uptrend
Weekly: Uptrend
Market Structure
Hh Hl
Bollinger %B
0.30
Inside Bands
Price vs Moving Averages
EMA 9
$207.11 Below
EMA 21
$206.98 Below
EMA 50
$201.14 Above
EMA 200
$169.46 Above

Fundamental Analysis

Valuation
63
Profitability
62
Financial Health
54
Cash Flow
70
Valuation
P/E Ratio 13.6×
P/B Ratio 2.22×
PEG Ratio 40.75
Dividend Yield 0.71%
52W High $230.74
52W Low $86.97
Quality & Growth
ROE 1612.2%
ROA 934.5%
Gross Margin 2302.3%
Operating Margin 1449.5%
Revenue Growth YoY
Debt / Equity 0.26
AI Fundamental Assessment
[reduced confidence: limited earnings history] P/E ratio of 13.6 (inexpensive relative to a 15-40x range); Price-to-book of 2.2x; PEG ratio of 40.7 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 16.1%; Return on assets of 9.3%; Net margin of 13.4%; Gross margin of 23.0%; Current ratio of 0.89 (tight short-term liquidity); Debt-to-equity of 0.26; Free cash flow per share is positive (4.11); Earnings-history trend unavailable; growth based on TTM year-over-year only.
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