PortfoliosLab logo
Tools
Performance Analysis
Risk Analysis
Optimization
Factor Model
See All Tools
Portfolio Analysis
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
ALG vs. MATW
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Key characteristics


ALGMATW
YTD Return-16.57%-31.32%
1Y Return-3.94%-37.55%
3Y Return (Ann)5.62%-9.89%
5Y Return (Ann)12.61%-3.70%
10Y Return (Ann)13.41%-2.76%
Sharpe Ratio-0.16-1.13
Daily Std Dev27.88%33.57%
Max Drawdown-69.22%-75.27%
Current Drawdown-23.29%-61.71%

Fundamentals


ALGMATW
Market Cap$2.13B$829.47M
EPS$11.25$1.07
PE Ratio15.7925.24
PEG Ratio3.891.92
Total Revenue (TTM)$1.70B$1.56B
Gross Profit (TTM)$444.66M$245.06M
EBITDA (TTM)$229.23M$158.71M

Correlation

-0.50.00.51.00.3

The correlation between ALG and MATW is 0.30, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Performance

ALG vs. MATW - Performance Comparison

In the year-to-date period, ALG achieves a -16.57% return, which is significantly higher than MATW's -31.32% return. Over the past 10 years, ALG has outperformed MATW with an annualized return of 13.41%, while MATW has yielded a comparatively lower -2.76% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.


1,000.00%1,500.00%2,000.00%2,500.00%2024FebruaryMarchAprilMayJune
2,004.80%
876.86%
ALG
MATW

Compare stocks, funds, or ETFs

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


Alamo Group Inc.

Matthews International Corporation

Risk-Adjusted Performance

ALG vs. MATW - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Alamo Group Inc. (ALG) and Matthews International Corporation (MATW). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


ALG
Sharpe ratio
The chart of Sharpe ratio for ALG, currently valued at -0.16, compared to the broader market-2.00-1.000.001.002.003.00-0.16
Sortino ratio
The chart of Sortino ratio for ALG, currently valued at -0.04, compared to the broader market-4.00-2.000.002.004.00-0.04
Omega ratio
The chart of Omega ratio for ALG, currently valued at 1.00, compared to the broader market0.501.001.502.001.00
Calmar ratio
The chart of Calmar ratio for ALG, currently valued at -0.19, compared to the broader market0.002.004.006.00-0.19
Martin ratio
The chart of Martin ratio for ALG, currently valued at -0.42, compared to the broader market-5.000.005.0010.0015.0020.0025.00-0.42
MATW
Sharpe ratio
The chart of Sharpe ratio for MATW, currently valued at -1.13, compared to the broader market-2.00-1.000.001.002.003.00-1.13
Sortino ratio
The chart of Sortino ratio for MATW, currently valued at -1.61, compared to the broader market-4.00-2.000.002.004.00-1.61
Omega ratio
The chart of Omega ratio for MATW, currently valued at 0.81, compared to the broader market0.501.001.502.000.81
Calmar ratio
The chart of Calmar ratio for MATW, currently valued at -0.61, compared to the broader market0.002.004.006.00-0.61
Martin ratio
The chart of Martin ratio for MATW, currently valued at -1.27, compared to the broader market-5.000.005.0010.0015.0020.0025.00-1.27

ALG vs. MATW - Sharpe Ratio Comparison

The current ALG Sharpe Ratio is -0.16, which is higher than the MATW Sharpe Ratio of -1.13. The chart below compares the 12-month rolling Sharpe Ratio of ALG and MATW.


Rolling 12-month Sharpe Ratio-1.50-1.00-0.500.000.501.001.502.002024FebruaryMarchAprilMayJune
-0.16
-1.13
ALG
MATW

Dividends

ALG vs. MATW - Dividend Comparison

ALG's dividend yield for the trailing twelve months is around 0.55%, less than MATW's 3.80% yield.


TTM20232022202120202019201820172016201520142013
ALG
Alamo Group Inc.
0.55%0.42%0.51%0.38%0.38%0.38%0.57%0.35%0.47%0.61%0.58%0.46%
MATW
Matthews International Corporation
3.80%2.54%2.92%2.36%2.87%2.12%1.90%1.33%0.81%1.01%0.95%0.96%

Drawdowns

ALG vs. MATW - Drawdown Comparison

The maximum ALG drawdown since its inception was -69.22%, smaller than the maximum MATW drawdown of -75.27%. Use the drawdown chart below to compare losses from any high point for ALG and MATW. For additional features, visit the drawdowns tool.


-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%2024FebruaryMarchAprilMayJune
-23.29%
-61.71%
ALG
MATW

Volatility

ALG vs. MATW - Volatility Comparison

The current volatility for Alamo Group Inc. (ALG) is 5.43%, while Matthews International Corporation (MATW) has a volatility of 9.92%. This indicates that ALG experiences smaller price fluctuations and is considered to be less risky than MATW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%12.00%14.00%16.00%2024FebruaryMarchAprilMayJune
5.43%
9.92%
ALG
MATW

Financials

ALG vs. MATW - Financials Comparison

This section allows you to compare key financial metrics between Alamo Group Inc. and Matthews International Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities



Values in USD except per share items