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Matthews International Corporation (MATW)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US5771281012

CUSIP

577128101

Sector

Industrials

IPO Date

Jul 20, 1994

Highlights

Market Cap

$904.30M

EPS (TTM)

-$1.93

PEG Ratio

1.92

Total Revenue (TTM)

$1.48B

Gross Profit (TTM)

$205.12M

EBITDA (TTM)

$81.86M

Year Range

$20.92 - $37.83

Target Price

$37.00

Short %

4.38%

Short Ratio

6.13

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
MATW vs. IRS MATW vs. SCI MATW vs. NNBR MATW vs. ALG MATW vs. VOO MATW vs. MSM MATW vs. LQDT MATW vs. IOVA MATW vs. GIC MATW vs. AXSM
Popular comparisons:
MATW vs. IRS MATW vs. SCI MATW vs. NNBR MATW vs. ALG MATW vs. VOO MATW vs. MSM MATW vs. LQDT MATW vs. IOVA MATW vs. GIC MATW vs. AXSM

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Matthews International Corporation, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


800.00%900.00%1,000.00%1,100.00%1,200.00%JulyAugustSeptemberOctoberNovemberDecember
1,014.50%
1,200.30%
MATW (Matthews International Corporation)
Benchmark (^GSPC)

Returns By Period

Matthews International Corporation had a return of -21.65% year-to-date (YTD) and -23.81% in the last 12 months. Over the past 10 years, Matthews International Corporation had an annualized return of -3.10%, while the S&P 500 had an annualized return of 11.01%, indicating that Matthews International Corporation did not perform as well as the benchmark.


MATW

YTD

-21.65%

1M

18.10%

6M

16.23%

1Y

-23.81%

5Y*

-3.10%

10Y*

-3.10%

^GSPC (Benchmark)

YTD

23.11%

1M

-0.36%

6M

7.02%

1Y

23.15%

5Y*

12.80%

10Y*

11.01%

Monthly Returns

The table below presents the monthly returns of MATW, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-10.23%-11.40%7.39%-13.19%5.94%-11.58%15.57%-11.71%-8.41%0.39%29.50%-21.65%
202321.68%3.65%-5.50%5.02%2.30%10.70%7.70%-7.64%-7.75%-8.92%-2.97%7.32%23.36%
2022-4.23%-4.92%-2.47%-7.88%9.35%-11.40%-2.51%-9.75%-10.40%19.95%18.65%-3.85%-14.50%
20213.84%17.69%10.78%4.63%-5.10%-7.96%-3.78%7.70%-6.32%-0.92%1.46%5.77%27.72%
2020-1.68%-20.79%-18.17%-1.03%-12.77%-7.73%14.22%1.39%2.10%-2.37%23.36%9.99%-20.49%
20199.53%-10.21%-7.09%8.42%-14.60%2.41%-2.01%-13.64%20.74%4.49%4.32%-0.47%-3.95%
20186.06%-8.17%-1.27%-2.50%11.90%6.91%-10.32%-1.24%-3.37%-17.01%1.70%-3.58%-21.88%
2017-12.23%-2.13%2.73%1.57%-7.00%-3.92%7.30%-8.09%3.32%0.96%-9.54%-6.80%-30.53%
2016-6.33%-5.09%8.66%2.57%4.24%1.40%8.30%2.33%-1.22%-1.42%21.74%5.64%45.35%
2015-4.54%4.40%6.49%-5.54%2.31%7.03%1.58%-5.70%-3.56%17.89%3.87%-10.63%10.97%
20140.05%-3.50%-0.54%-0.86%1.61%1.39%4.88%6.12%-4.90%4.99%0.26%5.64%15.43%
20132.37%0.73%5.81%5.73%4.18%-1.69%2.87%-4.60%3.20%6.62%4.17%1.02%34.23%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of MATW is 25, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of MATW is 2525
Overall Rank
The Sharpe Ratio Rank of MATW is 2222
Sharpe Ratio Rank
The Sortino Ratio Rank of MATW is 2121
Sortino Ratio Rank
The Omega Ratio Rank of MATW is 2222
Omega Ratio Rank
The Calmar Ratio Rank of MATW is 2828
Calmar Ratio Rank
The Martin Ratio Rank of MATW is 3333
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Matthews International Corporation (MATW) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for MATW, currently valued at -0.49, compared to the broader market-4.00-2.000.002.00-0.491.90
The chart of Sortino ratio for MATW, currently valued at -0.53, compared to the broader market-4.00-2.000.002.004.00-0.532.54
The chart of Omega ratio for MATW, currently valued at 0.94, compared to the broader market0.501.001.502.000.941.35
The chart of Calmar ratio for MATW, currently valued at -0.31, compared to the broader market0.002.004.006.00-0.312.81
The chart of Martin ratio for MATW, currently valued at -0.72, compared to the broader market0.0010.0020.00-0.7212.39
MATW
^GSPC

The current Matthews International Corporation Sharpe ratio is -0.49. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Matthews International Corporation with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00JulyAugustSeptemberOctoberNovemberDecember
-0.49
1.90
MATW (Matthews International Corporation)
Benchmark (^GSPC)

Dividends

Dividend History

Matthews International Corporation provided a 3.49% dividend yield over the last twelve months, with an annual payout of $0.97 per share. The company has been increasing its dividends for 26 consecutive years, earning it the status of a dividend aristocrat.


1.00%1.50%2.00%2.50%3.00%$0.00$0.20$0.40$0.60$0.80$1.0020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.97$0.93$0.89$0.87$0.85$0.81$0.77$0.70$0.62$0.54$0.46$0.41

Dividend yield

3.49%2.54%2.92%2.36%2.87%2.12%1.90%1.33%0.81%1.01%0.95%0.96%

Monthly Dividends

The table displays the monthly dividend distributions for Matthews International Corporation. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.24$0.00$0.00$0.24$0.00$0.00$0.24$0.00$0.00$0.00$0.25$0.97
2023$0.00$0.23$0.00$0.00$0.23$0.00$0.00$0.23$0.00$0.00$0.24$0.00$0.93
2022$0.00$0.22$0.00$0.00$0.22$0.00$0.00$0.22$0.00$0.00$0.23$0.00$0.89
2021$0.00$0.22$0.00$0.00$0.22$0.00$0.00$0.22$0.00$0.00$0.22$0.00$0.87
2020$0.21$0.00$0.00$0.00$0.21$0.00$0.21$0.00$0.00$0.00$0.22$0.00$0.85
2019$0.00$0.20$0.00$0.00$0.20$0.00$0.00$0.20$0.00$0.00$0.21$0.00$0.81
2018$0.00$0.19$0.00$0.19$0.00$0.00$0.19$0.00$0.00$0.00$0.20$0.00$0.77
2017$0.00$0.17$0.00$0.17$0.00$0.00$0.17$0.00$0.00$0.00$0.19$0.00$0.70
2016$0.15$0.00$0.00$0.15$0.00$0.00$0.15$0.00$0.00$0.00$0.17$0.00$0.62
2015$0.13$0.00$0.00$0.13$0.00$0.00$0.13$0.00$0.00$0.00$0.15$0.00$0.54
2014$0.11$0.00$0.00$0.11$0.00$0.00$0.11$0.00$0.00$0.00$0.13$0.00$0.46
2013$0.10$0.00$0.00$0.10$0.00$0.00$0.10$0.00$0.00$0.00$0.11$0.00$0.41

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%3.5%
Matthews International Corporation has a dividend yield of 3.49%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%44.7%
Matthews International Corporation has a payout ratio of 44.70%, which is quite average when compared to the overall market. This suggests that Matthews International Corporation strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-70.00%-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-56.31%
-3.58%
MATW (Matthews International Corporation)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Matthews International Corporation. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Matthews International Corporation was 75.27%, occurring on Jun 25, 2020. The portfolio has not yet recovered.

The current Matthews International Corporation drawdown is 56.31%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-75.27%Jan 5, 2017874Jun 25, 2020
-50.17%Sep 19, 2008143Apr 15, 20091495Mar 24, 20151638
-37.26%Jul 12, 1999152Feb 14, 2000267Mar 7, 2001419
-25.22%Apr 17, 200265Jul 18, 2002308Oct 7, 2003373
-22.93%Jul 12, 2005260Jul 21, 200684Nov 17, 2006344

Volatility

Volatility Chart

The current Matthews International Corporation volatility is 22.87%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%20.00%JulyAugustSeptemberOctoberNovemberDecember
22.87%
3.64%
MATW (Matthews International Corporation)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Matthews International Corporation over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Matthews International Corporation.


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Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
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The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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