ZIM vs. MATX
ZIM (ZIM Integrated Shipping Services Ltd.) and MATX (Matson, Inc.) are both stocks. Both operate in the Marine Shipping industry within the Industrials sector. Over the past 5 years, ZIM returned 18.83%/yr vs 27.24%/yr for MATX. At a 0.41 correlation, their price movements are largely independent.
Performance
ZIM vs. MATX - Performance Comparison
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Returns By Period
In the year-to-date period, ZIM achieves a 23.05% return, which is significantly lower than MATX's 59.98% return.
ZIM
- 1D
- 3.82%
- 1M
- 0.12%
- YTD
- 23.05%
- 6M
- 31.40%
- 1Y
- 61.18%
- 3Y*
- 52.37%
- 5Y*
- 18.83%
- 10Y*
- —
MATX
- 1D
- 2.92%
- 1M
- 8.24%
- YTD
- 59.98%
- 6M
- 60.54%
- 1Y
- 81.08%
- 3Y*
- 40.11%
- 5Y*
- 27.24%
- 10Y*
- 21.65%
ZIM vs. MATX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
ZIM ZIM Integrated Shipping Services Ltd. | 23.05% | 28.11% | 176.93% | -21.06% | -52.70% | 463.11% |
MATX Matson, Inc. | 59.98% | -7.21% | 24.30% | 78.20% | -29.53% | 41.54% |
Correlation
The correlation between ZIM and MATX is 0.42, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.42 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.36 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.42 |
Correlation (All Time) Calculated using the full available price history since Jan 28, 2021 | 0.41 |
Fundamentals
ZIM:
$3.04B
MATX:
$6.02B
ZIM:
$0.81
MATX:
$13.63
ZIM:
31.10
MATX:
14.44
ZIM:
0.18
MATX:
2.41
ZIM:
0.48
MATX:
1.87
ZIM:
0.80
MATX:
2.21
ZIM:
$6.29B
MATX:
$3.32B
ZIM:
$676.00M
MATX:
$610.50M
ZIM:
$1.73B
MATX:
$712.90M
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Return for Risk
ZIM vs. MATX — Risk / Return Rank
ZIM
MATX
ZIM vs. MATX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ZIM Integrated Shipping Services Ltd. (ZIM) 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.
| ZIM | MATX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.07 | ||
| Sortino ratioReturn per unit of downside risk | -0.90 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.38 | -0.12 |
| Calmar ratioReturn relative to maximum drawdown | 2.06 | 3.39 | -1.33 |
| Martin ratioReturn relative to average drawdown | 5.18 | 10.47 | -5.30 |
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Drawdowns
ZIM vs. MATX - Drawdown Comparison
The maximum ZIM drawdown since its inception was -84.68%, which is greater than MATX's maximum drawdown of -71.40%. Use the drawdown chart below to compare losses from any high point for ZIM and MATX.
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Drawdown Indicators
| ZIM | MATX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -84.68% | -71.40% | -13.28% |
Max Drawdown (1Y)Largest decline over 1 year | -29.84% | -24.05% | -5.79% |
Max Drawdown (3Y)Largest decline over 3 years | -57.12% | -46.90% | -10.22% |
Max Drawdown (5Y)Largest decline over 5 years | -84.68% | -53.63% | -31.05% |
Max Drawdown (10Y)Largest decline over 10 years | — | -53.63% | — |
Current DrawdownCurrent decline from peak | -11.49% | -2.53% | -8.96% |
Average DrawdownAverage peak-to-trough decline | -39.77% | -33.30% | -6.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.85% | 7.77% | +4.08% |
Volatility
ZIM vs. MATX - Volatility Comparison
ZIM Integrated Shipping Services Ltd. (ZIM) has a higher volatility of 11.94% compared to Matson, Inc. (MATX) at 8.68%. This indicates that ZIM'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
| ZIM | MATX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.94% | 8.68% | +3.26% |
Volatility (6M)Calculated over the trailing 6-month period | 36.70% | 24.96% | +11.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 52.54% | 36.43% | +16.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 65.74% | 39.76% | +25.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 67.49% | 42.23% | +25.26% |
Dividends
ZIM vs. MATX - Dividend Comparison
ZIM's dividend yield for the trailing twelve months is around 4.95%, more than MATX's 0.73% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MATX Matson, Inc. | 0.73% | 1.13% | 0.98% | 1.15% | 1.95% | 1.18% | 1.58% | 2.11% | 2.56% | 2.61% | 2.09% | 1.64% |
ZIM ZIM Integrated Shipping Services Ltd. | 4.95% | 20.16% | 22.40% | 64.84% | 160.27% | 7.65% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
ZIM vs. MATX - Financials Comparison
This section allows you to compare key financial metrics between ZIM Integrated Shipping Services Ltd. 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
ZIM vs. MATX - Profitability Comparison
ZIM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, ZIM Integrated Shipping Services Ltd. reported a gross profit of 46.80M and revenue of 1.40B. Therefore, the gross margin over that period was 3.4%.
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%.
ZIM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, ZIM Integrated Shipping Services Ltd. reported an operating income of -39.00M and revenue of 1.40B, resulting in an operating margin of -2.8%.
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%.
ZIM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, ZIM Integrated Shipping Services Ltd. reported a net income of -86.00M and revenue of 1.40B, resulting in a net margin of -6.2%.
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
ZIM and MATX have a correlation of 0.42, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ZIM has higher volatility (11.94%) compared to MATX (8.68%). In terms of maximum drawdown, ZIM dropped -84.68% vs MATX's -71.40%.
MATX currently has the higher Sharpe Ratio (2.24 vs 1.17), 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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