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

Company Info

ISIN

US5771281012

CUSIP

577128101

IPO Date

Jul 20, 1994

Highlights

Market Cap

$625.75M

EPS (TTM)

-$2.55

PEG Ratio

1.92

Total Revenue (TTM)

$1.70B

Gross Profit (TTM)

$518.98M

EBITDA (TTM)

$55.92M

Year Range

$18.27 - $31.31

Target Price

$38.00

Short %

6.24%

Short Ratio

4.98

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.


Performance

Performance Chart


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S&P 500

Returns By Period

Matthews International Corporation (MATW) returned -23.20% year-to-date (YTD) and -23.65% over the past 12 months. Over the past 10 years, MATW returned -6.36% annually, underperforming the S&P 500 benchmark at 10.64%.


MATW

YTD

-23.20%

1M

8.10%

6M

-15.90%

1Y

-23.65%

3Y*

-9.50%

5Y*

3.37%

10Y*

-6.36%

^GSPC (Benchmark)

YTD

-0.67%

1M

10.48%

6M

-1.79%

1Y

10.08%

3Y*

13.71%

5Y*

14.60%

10Y*

10.64%

*Annualized

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
20251.12%-10.12%-10.75%-8.05%2.97%-23.20%
2024-10.23%-11.40%7.39%-13.19%5.94%-11.58%15.57%-11.71%-8.41%0.39%29.50%-7.46%-21.90%
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%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of MATW is 23, meaning it’s performing worse than 77% of other stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of MATW is 2323
Overall Rank
The Sharpe Ratio Rank of MATW is 2424
Sharpe Ratio Rank
The Sortino Ratio Rank of MATW is 2121
Sortino Ratio Rank
The Omega Ratio Rank of MATW is 2323
Omega Ratio Rank
The Calmar Ratio Rank of MATW is 2929
Calmar Ratio Rank
The Martin Ratio Rank of MATW is 1616
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.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Matthews International Corporation Sharpe ratios as of May 23, 2025 (values are recalculated daily):

  • 1-Year: -0.50
  • 5-Year: 0.09
  • 10-Year: -0.18
  • All Time: 0.21

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Matthews International Corporation compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


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Dividends

Dividend History

Matthews International Corporation provided a 4.76% dividend yield over the last twelve months, with an annual payout of $0.99 per share. The company has been increasing its dividends for 30 consecutive years, earning it the status of a dividend aristocrat.


1.00%1.50%2.00%2.50%3.00%3.50%$0.00$0.20$0.40$0.60$0.80$1.0020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.99$0.97$0.93$0.89$0.87$0.85$0.81$0.77$0.70$0.62$0.54$0.46

Dividend yield

4.76%3.50%2.54%2.92%2.36%2.87%2.12%1.90%1.33%0.81%1.01%0.95%

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
2025$0.00$0.25$0.00$0.00$0.25$0.50
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

Dividend Yield & Payout


Dividend Yield

Matthews International Corporation has a dividend yield of 4.76%, which is quite average when compared to the overall market.

Payout Ratio

Matthews International Corporation has a payout ratio of 62.26%, 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.


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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 66.56%.


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 chart below shows the rolling one-month volatility.


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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

Earnings Per Share

The chart presents the Earnings Per Share (EPS) performance of Matthews International Corporation, comparing actual results with analytics estimates. In the past quarter, the company did not meet analyst expectations for EPS, resulting in a surprise of -10.5%.


0.200.400.600.801.001.2020212022202320242025
0.34
0.38
Actual
Estimate

Valuation

The Valuation section provides an overview of how Matthews International Corporation is priced in the market compared to other companies in the Conglomerates industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for MATW compared to other companies in the Conglomerates industry. MATW currently has a PEG ratio of 1.9. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for MATW relative to other companies in the Conglomerates industry. Currently, MATW has a P/S ratio of 0.4. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for MATW in comparison with other companies in the Conglomerates industry. Currently, MATW has a P/B value of 1.6. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.

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