MATX vs. COST
Compare and contrast key facts about Matson, Inc. (MATX) and Costco Wholesale Corporation (COST).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MATX or COST.
Correlation
The correlation between MATX and COST is 0.52, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
MATX vs. COST - Performance Comparison
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Key characteristics
MATX:
0.05
COST:
1.34
MATX:
0.36
COST:
1.94
MATX:
1.05
COST:
1.26
MATX:
0.03
COST:
1.79
MATX:
0.07
COST:
5.21
MATX:
16.60%
COST:
5.95%
MATX:
44.10%
COST:
21.91%
MATX:
-70.57%
COST:
-53.39%
MATX:
-30.19%
COST:
-6.04%
Fundamentals
MATX:
$3.79B
COST:
$439.93B
MATX:
$15.07
COST:
$17.08
MATX:
7.71
COST:
58.05
MATX:
3.31
COST:
5.29
MATX:
1.09
COST:
1.67
MATX:
1.44
COST:
17.33
MATX:
$3.48B
COST:
$264.09B
MATX:
$1.53B
COST:
$35.11B
MATX:
$871.00M
COST:
$11.25B
Returns By Period
In the year-to-date period, MATX achieves a -13.35% return, which is significantly lower than COST's 10.55% return. Over the past 10 years, MATX has underperformed COST with an annualized return of 12.46%, while COST has yielded a comparatively higher 23.63% annualized return.
MATX
-13.35%
15.84%
-28.99%
2.14%
38.17%
12.46%
COST
10.55%
3.57%
9.63%
29.05%
29.79%
23.63%
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Risk-Adjusted Performance
MATX vs. COST — Risk-Adjusted Performance Rank
MATX
COST
MATX vs. COST - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Matson, Inc. (MATX) and Costco Wholesale Corporation (COST). 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.
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Dividends
MATX vs. COST - Dividend Comparison
MATX's dividend yield for the trailing twelve months is around 1.17%, more than COST's 0.47% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MATX Matson, Inc. | 1.17% | 0.98% | 1.15% | 1.95% | 1.18% | 1.58% | 2.11% | 2.56% | 2.61% | 2.09% | 1.64% | 1.91% |
COST Costco Wholesale Corporation | 0.47% | 0.49% | 2.87% | 0.76% | 0.54% | 3.38% | 0.86% | 1.08% | 4.81% | 1.09% | 4.06% | 0.97% |
Drawdowns
MATX vs. COST - Drawdown Comparison
The maximum MATX drawdown since its inception was -70.57%, which is greater than COST's maximum drawdown of -53.39%. Use the drawdown chart below to compare losses from any high point for MATX and COST. For additional features, visit the drawdowns tool.
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Volatility
MATX vs. COST - Volatility Comparison
Matson, Inc. (MATX) has a higher volatility of 27.14% compared to Costco Wholesale Corporation (COST) at 6.36%. This indicates that MATX's price experiences larger fluctuations and is considered to be riskier than COST based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
MATX vs. COST - Financials Comparison
This section allows you to compare key financial metrics between Matson, Inc. and Costco Wholesale 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.
Total Revenue: Total amount of money received from sales and other business activities
MATX vs. COST - Profitability Comparison
MATX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Matson, Inc. reported a gross profit of 782.00M and revenue of 782.00M. Therefore, the gross margin over that period was 100.0%.
COST - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Costco Wholesale Corporation reported a gross profit of 9.61B and revenue of 63.72B. Therefore, the gross margin over that period was 15.1%.
MATX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Matson, Inc. reported an operating income of 82.10M and revenue of 782.00M, resulting in an operating margin of 10.5%.
COST - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Costco Wholesale Corporation reported an operating income of 2.32B and revenue of 63.72B, resulting in an operating margin of 3.6%.
MATX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Matson, Inc. reported a net income of 72.30M and revenue of 782.00M, resulting in a net margin of 9.3%.
COST - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Costco Wholesale Corporation reported a net income of 1.79B and revenue of 63.72B, resulting in a net margin of 2.8%.