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MATX vs MYRG

MATX
Matson, Inc.
BULLISH
Price
$173.35
Market Cap
$5.27B
Sector
Industrials
AI Confidence
75%
MYRG
MYR Group Inc.
NEUTRAL
Price
$330.97
Market Cap
$5.14B
Sector
Industrials
AI Confidence
85%

Valuation

P/E Ratio
MATX
12.55
MYRG
44.01
Forward P/E
MATX
11.51
MYRG
30.72
P/B Ratio
MATX
1.91
MYRG
7.78
P/S Ratio
MATX
1.58
MYRG
1.41
EV/EBITDA
MATX
9.1
MYRG
22.24

Profitability

Gross Margin
MATX
22.77%
MYRG
11.59%
Operating Margin
MATX
15.8%
MYRG
4.67%
Profit Margin
MATX
13.3%
MYRG
3.24%
ROE
MATX
16.44%
MYRG
18.79%
ROA
MATX
6.46%
MYRG
6.49%

Growth

Revenue Growth
MATX
-4.3%
MYRG
17.3%
Earnings Growth
MATX
21.2%
MYRG
137.1%

Financial Health

Debt/Equity
MATX
0.26
MYRG
0.16
Current Ratio
MATX
0.9
MYRG
1.33
Quick Ratio
MATX
0.76
MYRG
1.26

Dividends

Dividend Yield
MATX
0.83%
MYRG
--
Payout Ratio
MATX
10.14%
MYRG
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
MYRG NEUTRAL

MYRG exhibits strong operational health with a Piotroski F-Score of 7/9 and a very conservative debt-to-equity ratio of 0.16. However, the stock is currently trading at a significant premium, with a current price of $330.97 far exceeding both the Graham Number ($84.84) and the growth-based Intrinsic Value ($221.84). While explosive earnings growth (137.10% YoY) justifies some premium, the high PEG ratio (3.41) and bearish technical trend suggest the stock is overextended. The disconnect between fundamental strength and valuation creates a neutral outlook for new entries.

Strengths
Strong financial health indicated by a Piotroski F-Score of 7/9
Exceptional earnings growth (137.10% YoY) and consistent quarterly beats
Very low leverage with a Debt/Equity ratio of 0.16
Risks
Severe overvaluation relative to Graham Number and Intrinsic Value
Thin profit margins (3.24%) leave little room for operational error
Bearish insider sentiment with recent selling activity

Compare Another Pair

MATX vs MYRG: Head-to-Head Comparison

This page compares Matson, Inc. (MATX) and MYR Group Inc. (MYRG) 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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