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GE vs MATX

GE
GE Aerospace
NEUTRAL
Price
$303.60
Market Cap
$320.24B
Sector
Industrials
AI Confidence
85%
MATX
Matson, Inc.
BULLISH
Price
$173.35
Market Cap
$5.27B
Sector
Industrials
AI Confidence
75%

Valuation

P/E Ratio
GE
37.71
MATX
12.55
Forward P/E
GE
35.2
MATX
11.51
P/B Ratio
GE
17.05
MATX
1.91
P/S Ratio
GE
6.98
MATX
1.58
EV/EBITDA
GE
30.66
MATX
9.1

Profitability

Gross Margin
GE
31.5%
MATX
22.77%
Operating Margin
GE
19.55%
MATX
15.8%
Profit Margin
GE
18.98%
MATX
13.3%
ROE
GE
44.69%
MATX
16.44%
ROA
GE
4.68%
MATX
6.46%

Growth

Revenue Growth
GE
17.6%
MATX
-4.3%
Earnings Growth
GE
37.4%
MATX
21.2%

Financial Health

Debt/Equity
GE
1.14
MATX
0.26
Current Ratio
GE
1.04
MATX
0.9
Quick Ratio
GE
0.69
MATX
0.76

Dividends

Dividend Yield
GE
0.62%
MATX
0.83%
Payout Ratio
GE
17.89%
MATX
10.14%

AI Verdict

GE NEUTRAL

GE Aerospace exhibits a stark divergence between its operational growth and its deterministic financial health, highlighted by a weak Piotroski F-Score of 3/9. While the company delivers impressive earnings growth (37.4% YoY) and high ROE (44.69%), it trades at a significant premium to both its Graham Number ($56.79) and Intrinsic Value ($237.48). The valuation is stretched with a PEG ratio of 5.24, suggesting that current price levels have priced in aggressive future success. Despite strong analyst 'strong_buy' recommendations, the combination of poor deterministic health and bearish insider activity warrants a cautious approach.

Strengths
Exceptional Return on Equity (ROE) of 44.69%
Strong earnings track record with consistent beats and high average surprise (25.12%)
Robust revenue growth (17.6% YoY) and earnings growth (37.4% YoY)
Risks
Weak deterministic health indicated by a Piotroski F-Score of 3/9
Extreme valuation metrics, specifically a PEG ratio of 5.24 and P/B of 17.05
Tight liquidity position with a Quick Ratio of 0.69
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

GE vs MATX: Head-to-Head Comparison

This page compares GE Aerospace (GE) 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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