TK vs. MATX
TK (Teekay Corporation) and MATX (Matson, Inc.) are both stocks. TK operates in Oil & Gas Midstream (Energy), while MATX operates in Marine Shipping (Industrials). Over the past 10 years, TK returned 11.94%/yr vs 22.51%/yr for MATX. At a 0.34 correlation, their price movements are largely independent.
Performance
TK vs. MATX - Performance Comparison
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Returns By Period
In the year-to-date period, TK achieves a 30.97% return, which is significantly lower than MATX's 81.70% return. Over the past 10 years, TK has underperformed MATX with an annualized return of 11.94%, while MATX has yielded a comparatively higher 22.51% annualized return.
TK
- 1D
- -0.55%
- 1M
- -9.66%
- 6M
- 22.05%
- YTD
- 30.97%
- 1Y
- 57.48%
- 3Y*
- 46.47%
- 5Y*
- 47.10%
- 10Y*
- 11.94%
MATX
- 1D
- 7.01%
- 1M
- 14.05%
- 6M
- 53.79%
- YTD
- 81.70%
- 1Y
- 102.96%
- 3Y*
- 42.66%
- 5Y*
- 29.58%
- 10Y*
- 22.51%
TK vs. MATX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TK Teekay Corporation | 30.97% | 48.20% | 47.41% | 57.49% | 44.59% | 46.05% | -59.59% | 61.78% | -63.10% | 18.93% |
MATX Matson, Inc. | 81.70% | -7.21% | 24.30% | 78.20% | -29.53% | 60.35% | 43.05% | 30.32% | 9.78% | -13.51% |
Correlation
The correlation between TK and MATX is 0.32, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.32 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.26 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.28 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.33 |
Correlation (All Time) Calculated using the full available price history since Jul 20, 1995 | 0.34 |
Fundamentals
TK:
$951.91M
MATX:
$6.77B
TK:
$0.81
MATX:
$13.77
TK:
13.56
MATX:
16.24
TK:
0.06
MATX:
2.71
TK:
0.94
MATX:
2.10
TK:
0.44
MATX:
2.51
TK:
$1.00B
MATX:
$3.32B
TK:
$239.59M
MATX:
$610.50M
TK:
$388.35M
MATX:
$712.90M
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Return for Risk
TK vs. MATX — Risk / Return Rank
TK
MATX
TK vs. MATX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Teekay Corporation (TK) 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.
| TK | MATX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.22 | ||
| Sortino ratioReturn per unit of downside risk | -1.52 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.46 | -0.20 |
| Calmar ratioReturn relative to maximum drawdown | 2.42 | 4.62 | -2.20 |
| Martin ratioReturn relative to average drawdown | 7.32 | 15.36 | -8.04 |
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Drawdowns
TK vs. MATX - Drawdown Comparison
The maximum TK drawdown since its inception was -97.03%, which is greater than MATX's maximum drawdown of -71.40%. Use the drawdown chart below to compare losses from any high point for TK and MATX.
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Drawdown Indicators
| TK | MATX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -97.03% | -71.40% | -25.63% |
Max Drawdown (1Y)Largest decline over 1 year | -23.83% | -22.40% | -1.43% |
Max Drawdown (3Y)Largest decline over 3 years | -32.17% | -46.90% | +14.73% |
Max Drawdown (5Y)Largest decline over 5 years | -32.17% | -53.63% | +21.46% |
Max Drawdown (10Y)Largest decline over 10 years | -83.87% | -53.63% | -30.24% |
Current DrawdownCurrent decline from peak | -64.68% | 0.00% | -64.68% |
Average DrawdownAverage peak-to-trough decline | -47.85% | -33.26% | -14.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.88% | 6.73% | +1.15% |
Volatility
TK vs. MATX - Volatility Comparison
Teekay Corporation (TK) has a higher volatility of 14.06% compared to Matson, Inc. (MATX) at 10.96%. This indicates that TK's price experiences larger fluctuations and is considered to be riskier 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
| TK | MATX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 14.06% | 10.96% | +3.10% |
Volatility (6M)Calculated over the trailing 6-month period | 28.50% | 26.48% | +2.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 36.64% | 37.05% | -0.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 41.64% | 39.75% | +1.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 55.54% | 42.25% | +13.29% |
Dividends
TK vs. MATX - Dividend Comparison
TK's dividend yield for the trailing twelve months is around 9.14%, more than MATX's 0.64% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MATX Matson, Inc. | 0.64% | 1.13% | 0.98% | 1.15% | 1.95% | 1.18% | 1.58% | 2.11% | 2.56% | 2.61% | 2.09% | 1.64% |
TK Teekay Corporation | 9.14% | 11.07% | 46.90% | 0.00% | 0.00% | 0.00% | 0.00% | 1.03% | 6.59% | 2.36% | 2.74% | 17.55% |
Financials
TK vs. MATX - Financials Comparison
This section allows you to compare key financial metrics between Teekay Corporation 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
TK vs. MATX - Profitability Comparison
TK - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Teekay Corporation reported a gross profit of 157.58M and revenue of 285.82M. Therefore, the gross margin over that period was 55.1%.
MATX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 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%.
TK - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Teekay Corporation reported an operating income of 147.21M and revenue of 285.82M, resulting in an operating margin of 51.5%.
MATX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Matson, Inc. reported an operating income of 61.40M and revenue of 757.80M, resulting in an operating margin of 8.1%.
TK - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Teekay Corporation reported a net income of 47.68M and revenue of 285.82M, resulting in a net margin of 16.7%.
MATX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 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
TK and MATX have a correlation of 0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TK has higher volatility (14.06%) compared to MATX (10.96%). In terms of maximum drawdown, TK dropped -97.03% vs MATX's -71.40%.
MATX currently has the higher Sharpe Ratio (2.80 vs 1.58), 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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