MATW vs. MSM
MATW (Matthews International Corporation) and MSM (MSC Industrial Direct Co., Inc.) are both stocks. Both are in the Industrials sector — MATW in Conglomerates, MSM in Industrial Distribution. Over the past 10 years, MATW returned -4.38%/yr vs 10.28%/yr for MSM. At a 0.34 correlation, their price movements are largely independent.
Performance
MATW vs. MSM - Performance Comparison
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Returns By Period
In the year-to-date period, MATW achieves a 1.87% return, which is significantly lower than MSM's 42.43% return. Over the past 10 years, MATW has underperformed MSM with an annualized return of -4.38%, while MSM has yielded a comparatively higher 10.28% annualized return.
MATW
- 1D
- -0.91%
- 1M
- -2.39%
- YTD
- 1.87%
- 6M
- 2.30%
- 1Y
- 29.23%
- 3Y*
- -9.69%
- 5Y*
- -2.96%
- 10Y*
- -4.38%
MSM
- 1D
- -0.93%
- 1M
- 10.24%
- YTD
- 42.43%
- 6M
- 37.43%
- 1Y
- 50.56%
- 3Y*
- 11.12%
- 5Y*
- 9.91%
- 10Y*
- 10.28%
MATW vs. MSM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MATW Matthews International Corporation | 1.87% | -1.50% | -21.25% | 23.36% | -14.50% | 27.72% | -20.49% | -3.95% | -21.88% | -30.53% |
MSM MSC Industrial Direct Co., Inc. | 42.43% | 17.41% | -23.40% | 28.52% | 0.90% | 3.09% | 25.33% | 5.76% | -18.26% | 6.96% |
Correlation
The correlation between MATW and MSM is 0.43, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.43 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.43 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.46 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.46 |
Correlation (All Time) Calculated using the full available price history since Dec 20, 1995 | 0.34 |
The correlation between MATW and MSM shifts across timeframes, from 0.34 (all time) to 0.46 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
MATW:
$0.41
MSM:
$2.79
MATW:
63.04
MSM:
42.12
MATW:
0.20
MSM:
17.01
MATW:
0.51
MSM:
1.71
MATW:
$1.21B
MSM:
$3.83B
MATW:
$432.86M
MSM:
$1.56B
MATW:
$201.65M
MSM:
$264.18M
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Return for Risk
MATW vs. MSM — Risk / Return Rank
MATW
MSM
MATW vs. MSM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Matthews International Corporation (MATW) and MSC Industrial Direct Co., Inc. (MSM). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| MATW | MSM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.01 | ||
| Sortino ratioReturn per unit of downside risk | -1.39 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 1.33 | -0.16 |
| Calmar ratioReturn relative to maximum drawdown | 1.85 | 4.28 | -2.43 |
| Martin ratioReturn relative to average drawdown | 4.26 | 10.52 | -6.26 |
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Drawdowns
MATW vs. MSM - Drawdown Comparison
The maximum MATW drawdown since its inception was -75.27%, roughly equal to the maximum MSM drawdown of -76.60%. Use the drawdown chart below to compare losses from any high point for MATW and MSM.
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Drawdown Indicators
| MATW | MSM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -75.27% | -76.60% | +1.33% |
Max Drawdown (1Y)Largest decline over 1 year | -15.87% | -11.86% | -4.01% |
Max Drawdown (3Y)Largest decline over 3 years | -58.68% | -29.31% | -29.37% |
Max Drawdown (5Y)Largest decline over 5 years | -58.68% | -29.31% | -29.37% |
Max Drawdown (10Y)Largest decline over 10 years | -75.27% | -48.17% | -27.10% |
Current DrawdownCurrent decline from peak | -55.94% | -0.93% | -55.01% |
Average DrawdownAverage peak-to-trough decline | -24.75% | -19.36% | -5.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.88% | 4.82% | +2.06% |
Volatility
MATW vs. MSM - Volatility Comparison
Matthews International Corporation (MATW) has a higher volatility of 8.62% compared to MSC Industrial Direct Co., Inc. (MSM) at 7.39%. This indicates that MATW's price experiences larger fluctuations and is considered to be riskier than MSM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MATW | MSM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.62% | 7.39% | +1.23% |
Volatility (6M)Calculated over the trailing 6-month period | 21.67% | 19.93% | +1.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 33.95% | 27.11% | +6.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 36.34% | 24.84% | +11.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.97% | 26.74% | +10.23% |
Dividends
MATW vs. MSM - Dividend Comparison
MATW's dividend yield for the trailing twelve months is around 3.89%, more than MSM's 2.95% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MATW Matthews International Corporation | 3.89% | 3.85% | 4.37% | 2.54% | 2.92% | 2.36% | 2.87% | 2.12% | 1.90% | 1.33% | 0.81% | 1.01% |
MSM MSC Industrial Direct Co., Inc. | 2.95% | 4.07% | 4.47% | 3.16% | 3.72% | 3.57% | 13.63% | 3.52% | 3.08% | 1.89% | 1.88% | 2.90% |
Financials
MATW vs. MSM - Financials Comparison
This section allows you to compare key financial metrics between Matthews International Corporation and MSC Industrial Direct Co., Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
MATW vs. MSM - Profitability Comparison
MATW - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Matthews International Corporation reported a gross profit of 101.98M and revenue of 258.62M. Therefore, the gross margin over that period was 39.4%.
MSM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, MSC Industrial Direct Co., Inc. reported a gross profit of 377.59M and revenue of 917.77M. Therefore, the gross margin over that period was 41.1%.
MATW - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Matthews International Corporation reported an operating income of -3.18M and revenue of 258.62M, resulting in an operating margin of -1.2%.
MSM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, MSC Industrial Direct Co., Inc. reported an operating income of 64.79M and revenue of 917.77M, resulting in an operating margin of 7.1%.
MATW - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Matthews International Corporation reported a net income of -21.83M and revenue of 258.62M, resulting in a net margin of -8.4%.
MSM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, MSC Industrial Direct Co., Inc. reported a net income of -9.32M and revenue of 917.77M, resulting in a net margin of -1.0%.
Frequently Asked Questions
MATW and MSM have a correlation of 0.43, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MATW has higher volatility (8.62%) compared to MSM (7.39%). In terms of maximum drawdown, MATW dropped -75.27% vs MSM's -76.60%.
MSM currently has the higher Sharpe Ratio (1.88 vs 0.87), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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