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EQPT vs MATX

EQPT
EquipmentShare.com Inc.
BEARISH
Price
$20.50
Market Cap
$5.45B
Sector
Industrials
AI Confidence
50%
MATX
Matson, Inc.
BULLISH
Price
$173.35
Market Cap
$5.27B
Sector
Industrials
AI Confidence
75%

Valuation

P/E Ratio
EQPT
2050.0
MATX
12.55
Forward P/E
EQPT
20.56
MATX
11.51
P/B Ratio
EQPT
15.48
MATX
1.91
P/S Ratio
EQPT
1.25
MATX
1.58
EV/EBITDA
EQPT
30.04
MATX
9.1

Profitability

Gross Margin
EQPT
35.65%
MATX
22.77%
Operating Margin
EQPT
11.4%
MATX
15.8%
Profit Margin
EQPT
0.07%
MATX
13.3%
ROE
EQPT
0.34%
MATX
16.44%
ROA
EQPT
3.44%
MATX
6.46%

Growth

Revenue Growth
EQPT
1.1%
MATX
-4.3%
Earnings Growth
EQPT
-53.0%
MATX
21.2%

Financial Health

Debt/Equity
EQPT
4.9
MATX
0.26
Current Ratio
EQPT
1.97
MATX
0.9
Quick Ratio
EQPT
1.28
MATX
0.76

Dividends

Dividend Yield
EQPT
--
MATX
0.83%
Payout Ratio
EQPT
0.0%
MATX
10.14%

AI Verdict

EQPT BEARISH

EQPT shows bearish fundamentals based on deterministic rules. Financial strength is strong (F-Score 6/9). Concerns include weak profitability or high valuation.

Strengths
Company has established market presence
Risks
High valuation with P/E of 2050.0
Premium vs Graham Number ($0.55)
Low profit margin of 0.1%
MATX BULLISH

MATX exhibits exceptional financial health with a Piotroski F-Score of 8/9, indicating strong operational efficiency and balance sheet stability. While the current price ($173.35) sits slightly above the Graham Number ($167.93), it remains significantly undervalued relative to its growth-based intrinsic value of $407.4. Despite a recent decline in revenue growth (-4.30%), the company has maintained strong earnings growth (21.20%) and a consistent track record of beating EPS estimates. The primary headwinds are bearish insider sentiment and a critical regulatory dependency on the Jones Act.

Strengths
Strong financial health evidenced by a Piotroski F-Score of 8/9
Very low leverage with a Debt/Equity ratio of 0.26
Consistent earnings outperformance with an average surprise of 27.74% over the last 4 quarters
Risks
Existential regulatory risk regarding the potential repeal or amendment of the Jones Act
Negative year-over-year revenue growth (-4.30%) suggesting a potential slowdown in demand
Bearish insider activity with 12 sell transactions and zero buys in the last 6 months

Compare Another Pair

EQPT vs MATX: Head-to-Head Comparison

This page compares EquipmentShare.com Inc. (EQPT) and Matson, Inc. (MATX) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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