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MATX logo

Matson, Inc. Stock Price

NYSE:MATX Community·US$7.0b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 26 Fair Values set on narratives written by author
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MATX Share Price Performance

US$232.92
129.16 (124.48%)
​
US$261.67
Fair Value
US$232.92
129.16 (124.48%)
11.0% undervalued intrinsic discount
US$261.67
Fair Value
Price US$232.92
AnalystConsensusTarget US$261.67
AnalystHighTarget US$270.00
AnalystLowTarget US$255.00
Sat, 22 Aug 26
Fair ValueUS$261.67
Share Pricen/a

MATX Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$261.67 11.0% undervalued intrinsic discount

MATX: Fair Value And Rising P/E Will Support Long-Term Stability

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AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$270 13.7% undervalued intrinsic discount

Modernized Fleet Will Capture Asia-Pacific Trade Despite Uncertainties

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2users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$255 8.7% undervalued intrinsic discount

Falling Transpacific Volumes Will Strain Margins Yet Steady Lanes Persist

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3users have followed this narrative
MATX logo
Matson
11.0% undervalued intrinsic discount

MATX: Fair Value And Rising P/E Will Support Long-Term Stability

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AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 22 Aug
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MATX logo
Matson
8.7% undervalued intrinsic discount

Falling Transpacific Volumes Will Strain Margins Yet Steady Lanes Persist

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AN
AnalystLowTarget
AnalystLowTarget
Updated 5 Sep
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MATX logo
Matson
13.7% undervalued intrinsic discount

Modernized Fleet Will Capture Asia-Pacific Trade Despite Uncertainties

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AN
AnalystHighTarget
AnalystHighTarget
Updated 8 Aug
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Trending Discussion

No trending discussion available.

Recently Updated Narratives

AN
AnalystLowTarget
MATX logo

MATX: Rising Margins And Cash Flow Will Drive Further Upside

Fair Value: US$255 8.7% undervalued intrinsic discount
3 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
MATX logo

MATX: Margin Strength And Cash Generation Will Support Future Earnings Power

Fair Value: US$261.67 11.0% undervalued intrinsic discount
9 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
MATX logo

MATX: China Trade Strength And Margin Gains Will Drive Future Upside

Fair Value: US$270 13.7% undervalued intrinsic discount
2 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Adequate balance sheet and fair value.

1 Risk
1 Reward
View Full Analysis

Matson, Inc. Key Details

US$3.5b

Revenue

US$2.7b

Cost of Revenue

US$796.4m

Gross Profit

US$332.6m

Other Expenses

US$463.8m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
15.51
23.02%
13.41%
12.0%
View Full Analysis

About MATX

Founded
1882
Employees
4170
CEO
Matthew Cox
WebsiteView website
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 company offers ocean freight transportation services to the domestic non-contiguous economies of Hawaii, Alaska and Guam, and to other island economies in Micronesia; and transports dry containers of mixed commodities, refrigerated commodities, food products, beverages, building materials, automobiles, household goods, livestock, seafood, general sustenance cargo, e-commerce related goods, garments, consumer electronics, footwear, retail merchandise, and other merchandise. It 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, 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 terminal locations of Anchorage, Kodiak, and Dutch Harbor. In addition, the company provides multimodal transportation brokerage of domestic and international rail intermodal, long-haul and regional highway trucking, specialized hauling, flat-bed and project, less-than-truckload (LCL), and expedited freight services; LCL consolidation and freight forwarding services; warehousing, trans-loading, value-added packaging and distribution services; purchase order management, booking services, and non-vessel operating common carrier freight forwarding services. It serves the U.S. military, freight forwarders and non-vessel owning common carriers, retailers and 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.

Recent MATX News & Updates

Seeking Alpha • Sep 08

Matson: Better Fundamentals, Limited Upside After The Rally

Summary Matson's fundamentals have improved, driven by China's recovery and stronger Ocean Transportation profitability, prompting a more positive business outlook. Q2 results confirmed real operating performance gains, with revenue up 16.7% YoY and operating income up 40.6%, supporting higher earnings quality. Management's guidance signals Q3 will be the strongest quarter, but normalization is expected in Q4, limiting the sustainability of current earnings strength. Despite disciplined capital allocation, elevated capex and current valuation suggest limited upside, with DCF analysis for MATX indicating a 12% downside from the current price. Read the full article on Seeking Alpha
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Narrative Update • Sep 05

MATX: Rising Margins And Cash Flow Will Drive Further Upside

Analysts lifted the fair value estimate for Matson stock from $230 to $255, citing recent price target increases on the Street that reference stronger than expected Q2 and Q3 setups, improving margins, solid cash generation, and what they describe as durable competitive moats. Analyst Commentary Recent Street research on Matson highlights a mix of confidence around near term earnings and ongoing questions about how much of that strength is already reflected in the stock price.
User avatar
Narrative Update • Aug 22

MATX: Margin Strength And Cash Generation Will Support Future Earnings Power

Analysts have raised their price target on Matson from $224 to about $262. They cite recent research that highlights stronger near term guidance, improving margins, solid cash generation, and competitive advantages in the core business as key supports for the higher fair value estimate.

Recent updates

No updates

Matson, Inc. Competitors

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United Airlines Holdings

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Market cap: US$24.6b
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