MSM vs. MATW
MSM (MSC Industrial Direct Co., Inc.) and MATW (Matthews International Corporation) are both stocks. Both are in the Industrials sector — MSM in Industrial Distribution, MATW in Conglomerates. Over the past 10 years, MSM returned 10.28%/yr vs -4.38%/yr for MATW. At a 0.34 correlation, their price movements are largely independent.
Performance
MSM vs. MATW - Performance Comparison
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Returns By Period
In the year-to-date period, MSM achieves a 42.43% return, which is significantly higher than MATW's 1.87% return. Over the past 10 years, MSM has outperformed MATW with an annualized return of 10.28%, while MATW has yielded a comparatively lower -4.38% annualized return.
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
- 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 vs. MATW - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
MATW Matthews International Corporation | 1.87% | -1.50% | -21.25% | 23.36% | -14.50% | 27.72% | -20.49% | -3.95% | -21.88% | -30.53% |
Correlation
The correlation between MSM and MATW 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 MSM and MATW shifts across timeframes, from 0.34 (all time) to 0.46 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
MSM:
$2.79
MATW:
$0.41
MSM:
42.12
MATW:
63.04
MSM:
17.01
MATW:
0.20
MSM:
1.71
MATW:
0.51
MSM:
$3.83B
MATW:
$1.21B
MSM:
$1.56B
MATW:
$432.86M
MSM:
$264.18M
MATW:
$201.65M
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Return for Risk
MSM vs. MATW — Risk / Return Rank
MSM
MATW
MSM vs. MATW - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MSC Industrial Direct Co., Inc. (MSM) 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.
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.
| MSM | MATW | 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 | 1.33 | 1.17 | +0.16 |
| Calmar ratioReturn relative to maximum drawdown | 4.28 | 1.85 | +2.43 |
| Martin ratioReturn relative to average drawdown | 10.52 | 4.26 | +6.26 |
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Drawdowns
MSM vs. MATW - Drawdown Comparison
The maximum MSM drawdown since its inception was -76.60%, roughly equal to the maximum MATW drawdown of -75.27%. Use the drawdown chart below to compare losses from any high point for MSM and MATW.
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Drawdown Indicators
| MSM | MATW | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.60% | -75.27% | -1.33% |
Max Drawdown (1Y)Largest decline over 1 year | -11.86% | -15.87% | +4.01% |
Max Drawdown (3Y)Largest decline over 3 years | -29.31% | -58.68% | +29.37% |
Max Drawdown (5Y)Largest decline over 5 years | -29.31% | -58.68% | +29.37% |
Max Drawdown (10Y)Largest decline over 10 years | -48.17% | -75.27% | +27.10% |
Current DrawdownCurrent decline from peak | -0.93% | -55.94% | +55.01% |
Average DrawdownAverage peak-to-trough decline | -19.36% | -24.75% | +5.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.82% | 6.88% | -2.06% |
Volatility
MSM vs. MATW - Volatility Comparison
The current volatility for MSC Industrial Direct Co., Inc. (MSM) is 7.39%, while Matthews International Corporation (MATW) has a volatility of 8.62%. This indicates that MSM 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.
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Volatility by Period
| MSM | MATW | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.39% | 8.62% | -1.23% |
Volatility (6M)Calculated over the trailing 6-month period | 19.93% | 21.67% | -1.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.11% | 33.95% | -6.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.84% | 36.34% | -11.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.74% | 36.97% | -10.23% |
Dividends
MSM vs. MATW - Dividend Comparison
MSM's dividend yield for the trailing twelve months is around 2.95%, less than MATW's 3.89% 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
MSM vs. MATW - Financials Comparison
This section allows you to compare key financial metrics between MSC Industrial Direct Co., 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.
Total Revenue: Total amount of money received from sales and other business activities
MSM vs. MATW - Profitability Comparison
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 - 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 - 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 - 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 - 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%.
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%.
Frequently Asked Questions
MSM and MATW 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, MSM dropped -76.60% vs MATW's -75.27%.
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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