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MATW vs. MSM
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

MATW vs. MSM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Matthews International Corporation (MATW) and MSC Industrial Direct Co., Inc. (MSM). The values are adjusted to include any dividend payments, if applicable.

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MATW vs. MSM - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
MATW
Matthews International Corporation
-0.21%-1.50%-21.25%23.36%-14.50%27.72%-20.49%-3.95%-21.88%-30.53%
MSM
MSC Industrial Direct Co., Inc.
10.86%17.41%-23.40%28.52%0.90%3.09%25.33%5.76%-18.26%6.96%

Fundamentals

Market Cap

MATW:

$812.40M

MSM:

$5.16B

EPS

MATW:

$0.72

MSM:

$3.66

PE Ratio

MATW:

35.66

MSM:

25.21

PEG Ratio

MATW:

0.11

MSM:

10.18

PS Ratio

MATW:

0.58

MSM:

1.35

PB Ratio

MATW:

1.50

MSM:

3.74

Total Revenue (TTM)

MATW:

$1.38B

MSM:

$3.81B

Gross Profit (TTM)

MATW:

$469.95M

MSM:

$1.55B

EBITDA (TTM)

MATW:

$227.64M

MSM:

$365.70M

Returns By Period

In the year-to-date period, MATW achieves a -0.21% return, which is significantly lower than MSM's 10.86% return. Over the past 10 years, MATW has underperformed MSM with an annualized return of -4.35%, while MSM has yielded a comparatively higher 6.59% annualized return.


MATW

1D
2.58%
1M
-2.31%
YTD
-0.21%
6M
8.48%
1Y
21.18%
3Y*
-7.12%
5Y*
-5.83%
10Y*
-4.35%

MSM

1D
2.56%
1M
-1.67%
YTD
10.86%
6M
2.18%
1Y
23.87%
3Y*
7.25%
5Y*
4.07%
10Y*
6.59%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

MATW vs. MSM — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

MATW
MATW Risk / Return Rank: 6161
Overall Rank
MATW Sharpe Ratio Rank: 6262
Sharpe Ratio Rank
MATW Sortino Ratio Rank: 5858
Sortino Ratio Rank
MATW Omega Ratio Rank: 5454
Omega Ratio Rank
MATW Calmar Ratio Rank: 6767
Calmar Ratio Rank
MATW Martin Ratio Rank: 6666
Martin Ratio Rank

MSM
MSM Risk / Return Rank: 7171
Overall Rank
MSM Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
MSM Sortino Ratio Rank: 6767
Sortino Ratio Rank
MSM Omega Ratio Rank: 6262
Omega Ratio Rank
MSM Calmar Ratio Rank: 7777
Calmar Ratio Rank
MSM Martin Ratio Rank: 7676
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

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.


MATWMSMDifference

Sharpe ratio

Return per unit of total volatility

0.56

0.85

-0.28

Sortino ratio

Return per unit of downside risk

1.06

1.46

-0.39

Omega ratio

Gain probability vs. loss probability

1.12

1.17

-0.05

Calmar ratio

Return relative to maximum drawdown

1.22

2.01

-0.79

Martin ratio

Return relative to average drawdown

2.66

4.73

-2.07

MATW vs. MSM - Sharpe Ratio Comparison

The current MATW Sharpe Ratio is 0.56, which is lower than the MSM Sharpe Ratio of 0.85. The chart below compares the historical Sharpe Ratios of MATW and MSM, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


MATWMSMDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.56

0.85

-0.28

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.16

0.17

-0.33

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.12

0.25

-0.37

Sharpe Ratio (All Time)

Calculated using the full available price history

0.22

0.26

-0.04

Correlation

The correlation between MATW and MSM is 0.34, 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.


Dividends

MATW vs. MSM - Dividend Comparison

MATW's dividend yield for the trailing twelve months is around 3.91%, more than MSM's 3.73% yield.


TTM20252024202320222021202020192018201720162015
MATW
Matthews International Corporation
3.91%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.
3.73%4.07%4.47%3.16%3.72%3.57%13.63%3.52%3.08%1.89%1.88%2.90%

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


MATWMSMDifference

Max Drawdown

Largest peak-to-trough decline

-75.27%

-76.60%

+1.33%

Max Drawdown (1Y)

Largest decline over 1 year

-16.18%

-11.86%

-4.32%

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 Drawdown

Current decline from peak

-56.84%

-3.44%

-53.40%

Average Drawdown

Average peak-to-trough decline

-24.53%

-19.49%

-5.04%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.38%

5.04%

+2.34%

Volatility

MATW vs. MSM - Volatility Comparison

The current volatility for Matthews International Corporation (MATW) is 7.71%, while MSC Industrial Direct Co., Inc. (MSM) has a volatility of 8.51%. This indicates that MATW experiences smaller price fluctuations and is considered to be less risky 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


MATWMSMDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.71%

8.51%

-0.80%

Volatility (6M)

Calculated over the trailing 6-month period

22.59%

19.63%

+2.96%

Volatility (1Y)

Calculated over the trailing 1-year period

37.79%

28.29%

+9.50%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

36.24%

24.47%

+11.77%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

36.86%

26.50%

+10.36%

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.


Quarterly
Annual

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


200.00M400.00M600.00M800.00M1.00BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
284.76M
965.68M
(MATW) Total Revenue
(MSM) Total Revenue
Values in USD except per share items

MATW vs. MSM - Profitability Comparison

The chart below illustrates the profitability comparison between Matthews International Corporation and MSC Industrial Direct Co., Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

25.0%30.0%35.0%40.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
34.0%
40.7%
Portfolio components
MATW - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Matthews International Corporation reported a gross profit of 96.71M and revenue of 284.76M. Therefore, the gross margin over that period was 34.0%.

MSM - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, MSC Industrial Direct Co., Inc. reported a gross profit of 392.68M and revenue of 965.68M. Therefore, the gross margin over that period was 40.7%.

MATW - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Matthews International Corporation reported an operating income of -15.69M and revenue of 284.76M, resulting in an operating margin of -5.5%.

MSM - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, MSC Industrial Direct Co., Inc. reported an operating income of 76.24M and revenue of 965.68M, resulting in an operating margin of 7.9%.

MATW - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Matthews International Corporation reported a net income of 43.63M and revenue of 284.76M, resulting in a net margin of 15.3%.

MSM - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, MSC Industrial Direct Co., Inc. reported a net income of 51.80M and revenue of 965.68M, resulting in a net margin of 5.4%.