MCRI vs. MATX
MCRI (Monarch Casino & Resort, Inc.) and MATX (Matson, Inc.) are both stocks. MCRI operates in Resorts & Casinos (Consumer Cyclical), while MATX operates in Marine Shipping (Industrials). Over the past 10 years, MCRI returned 20.79%/yr vs 21.59%/yr for MATX. At a 0.27 correlation, their price movements are largely independent.
Performance
MCRI vs. MATX - Performance Comparison
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Returns By Period
In the year-to-date period, MCRI achieves a 35.35% return, which is significantly lower than MATX's 59.11% return. Both investments have delivered pretty close results over the past 10 years, with MCRI having a 20.79% annualized return and MATX not far ahead at 21.59%.
MCRI
- 1D
- -0.51%
- 1M
- 10.54%
- YTD
- 35.35%
- 6M
- 31.82%
- 1Y
- 51.32%
- 3Y*
- 24.93%
- 5Y*
- 16.19%
- 10Y*
- 20.79%
MATX
- 1D
- -0.54%
- 1M
- 7.66%
- YTD
- 59.11%
- 6M
- 58.65%
- 1Y
- 77.13%
- 3Y*
- 39.85%
- 5Y*
- 26.72%
- 10Y*
- 21.59%
MCRI vs. MATX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MCRI Monarch Casino & Resort, Inc. | 35.35% | 22.86% | 15.99% | -2.62% | 3.98% | 20.79% | 26.10% | 27.29% | -14.90% | 73.86% |
MATX Matson, Inc. | 59.11% | -7.21% | 24.30% | 78.20% | -29.53% | 60.35% | 43.05% | 30.32% | 9.78% | -13.51% |
Correlation
The correlation between MCRI and MATX is 0.27, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.27 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.36 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.37 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.39 |
Correlation (All Time) Calculated using the full available price history since Aug 10, 1993 | 0.27 |
The correlation between MCRI and MATX shifts across timeframes, from 0.27 (1 year) to 0.39 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
MCRI:
$2.34B
MATX:
$5.99B
MCRI:
$5.87
MATX:
$13.63
MCRI:
21.95
MATX:
14.36
MCRI:
1.71
MATX:
2.40
MCRI:
4.31
MATX:
1.86
MCRI:
4.26
MATX:
2.19
MCRI:
$556.28M
MATX:
$3.32B
MCRI:
$222.88M
MATX:
$610.50M
MCRI:
$175.29M
MATX:
$712.90M
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Return for Risk
MCRI vs. MATX — Risk / Return Rank
MCRI
MATX
MCRI vs. MATX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Monarch Casino & Resort, Inc. (MCRI) and Matson, Inc. (MATX). 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.
| MCRI | MATX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.54 | ||
| Sortino ratioReturn per unit of downside risk | +0.25 | ||
| Omega ratioGain probability vs. loss probability | 1.39 | 1.37 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 2.95 | 3.22 | -0.27 |
| Martin ratioReturn relative to average drawdown | 5.89 | 9.96 | -4.07 |
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Drawdowns
MCRI vs. MATX - Drawdown Comparison
The maximum MCRI drawdown since its inception was -88.31%, which is greater than MATX's maximum drawdown of -71.40%. Use the drawdown chart below to compare losses from any high point for MCRI and MATX.
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Drawdown Indicators
| MCRI | MATX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -88.31% | -71.40% | -16.91% |
Max Drawdown (1Y)Largest decline over 1 year | -17.47% | -24.05% | +6.58% |
Max Drawdown (3Y)Largest decline over 3 years | -23.09% | -46.90% | +23.81% |
Max Drawdown (5Y)Largest decline over 5 years | -41.76% | -53.63% | +11.87% |
Max Drawdown (10Y)Largest decline over 10 years | -75.07% | -53.63% | -21.44% |
Current DrawdownCurrent decline from peak | -1.42% | -3.06% | +1.64% |
Average DrawdownAverage peak-to-trough decline | -36.47% | -33.30% | -3.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.74% | 7.77% | +0.97% |
Volatility
MCRI vs. MATX - Volatility Comparison
The current volatility for Monarch Casino & Resort, Inc. (MCRI) is 4.79%, while Matson, Inc. (MATX) has a volatility of 7.98%. This indicates that MCRI experiences smaller price fluctuations and is considered to be less risky than MATX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MCRI | MATX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.79% | 7.98% | -3.19% |
Volatility (6M)Calculated over the trailing 6-month period | 20.57% | 24.87% | -4.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 32.34% | 36.37% | -4.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.28% | 39.76% | -7.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 39.19% | 42.22% | -3.03% |
Dividends
MCRI vs. MATX - Dividend Comparison
MCRI's dividend yield for the trailing twelve months is around 0.93%, more than MATX's 0.74% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MATX Matson, Inc. | 0.74% | 1.13% | 0.98% | 1.15% | 1.95% | 1.18% | 1.58% | 2.11% | 2.56% | 2.61% | 2.09% | 1.64% |
MCRI Monarch Casino & Resort, Inc. | 0.93% | 1.25% | 1.52% | 8.53% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
MCRI vs. MATX - Financials Comparison
This section allows you to compare key financial metrics between Monarch Casino & Resort, Inc. and Matson, 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
MCRI vs. MATX - Profitability Comparison
MCRI - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Monarch Casino & Resort, Inc. reported a gross profit of 0.00 and revenue of 136.55M. Therefore, the gross margin over that period was 0.0%.
MATX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Matson, Inc. reported a gross profit of 0.00 and revenue of 757.80M. Therefore, the gross margin over that period was 0.0%.
MCRI - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Monarch Casino & Resort, Inc. reported an operating income of 34.95M and revenue of 136.55M, resulting in an operating margin of 25.6%.
MATX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Matson, Inc. reported an operating income of 61.40M and revenue of 757.80M, resulting in an operating margin of 8.1%.
MCRI - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Monarch Casino & Resort, Inc. reported a net income of 27.59M and revenue of 136.55M, resulting in a net margin of 20.2%.
MATX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Matson, Inc. reported a net income of 56.60M and revenue of 757.80M, resulting in a net margin of 7.5%.
Frequently Asked Questions
MCRI and MATX have a correlation of 0.27, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MATX has higher volatility (7.98%) compared to MCRI (4.79%). In terms of maximum drawdown, MCRI dropped -88.31% vs MATX's -71.40%.
MATX currently has the higher Sharpe Ratio (2.13 vs 1.60), 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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