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MATX vs MRCY

MATX
Matson, Inc.
BULLISH
Price
$173.35
Market Cap
$5.27B
Sector
Industrials
AI Confidence
75%
MRCY
Mercury Systems, Inc.
NEUTRAL
Price
$84.09
Market Cap
$5.05B
Sector
Industrials
AI Confidence
80%

Valuation

P/E Ratio
MATX
12.55
MRCY
--
Forward P/E
MATX
11.51
MRCY
56.09
P/B Ratio
MATX
1.91
MRCY
3.42
P/S Ratio
MATX
1.58
MRCY
5.35
EV/EBITDA
MATX
9.1
MRCY
70.16

Profitability

Gross Margin
MATX
22.77%
MRCY
28.16%
Operating Margin
MATX
15.8%
MRCY
-2.83%
Profit Margin
MATX
13.3%
MRCY
-3.23%
ROE
MATX
16.44%
MRCY
-2.08%
ROA
MATX
6.46%
MRCY
-0.01%

Growth

Revenue Growth
MATX
-4.3%
MRCY
4.4%
Earnings Growth
MATX
21.2%
MRCY
--

Financial Health

Debt/Equity
MATX
0.26
MRCY
0.47
Current Ratio
MATX
0.9
MRCY
2.96
Quick Ratio
MATX
0.76
MRCY
1.87

Dividends

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

AI Verdict

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
MRCY NEUTRAL

Mercury Systems presents a contradictory profile: a stable financial foundation (Piotroski F-Score 5/9) and strong liquidity contrasted by negative profitability and aggressive insider selling. While the balance sheet is healthy with a low Debt/Equity ratio of 0.47 and a strong Current Ratio of 2.96, the valuation is stretched with a Forward P/E of 56.09 and negative profit margins. The stark divergence between bullish analyst targets ($96.88) and bearish insider activity ($150M in sales) suggests significant internal skepticism despite external optimism.

Strengths
Strong liquidity position with a Current Ratio of 2.96
Conservative leverage with Debt/Equity at 0.47
Positive earnings surprise trend in the last 4 quarters
Risks
Negative profit margins (-3.23%) and ROE (-2.08%)
Extremely bearish insider sentiment with $150.16M in net sales
High valuation premium (Forward P/E 56.09) relative to slow revenue growth (4.4%)

Compare Another Pair

MATX vs MRCY: Head-to-Head Comparison

This page compares Matson, Inc. (MATX) and Mercury Systems, Inc. (MRCY) 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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