COMP <GO>
MATX vs KEX // RETURN ON INVESTED CAPITAL (ROIC)
Matson Inc. (NYSE) VS. Kirby Corporation (NYSE) • 15-METRIC TALLY: MATX 8
— KEX 5
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: MATX
LAST: $226.99 (-0.83%) • MKT CAP: $6.79B
roic
13.50%
LAST: $146.00 (-0.05%) • MKT CAP: $7.71B
roic
9.30%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (MATX VS. KEX)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | MATX | KEX | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 13.50% | 9.30% | +4.20 | MATX | /roic <GO> |
| EV/EBITDA & P/E Valuation | 11.1x | 13.7x | -2.60 | MATX | /valuation <GO> |
| Free Cash Flow Yield | 5.84% | 6.73% | -0.89 | KEX | /fcf-yield <GO> |
| Operating Margin | 14.90% | 14.80% | +0.10 | MATX | /operating-margins <GO> |
| Net Profit Margin | 13.30% | 10.50% | +2.80 | MATX | /net-margins <GO> |
| Revenue Growth (YoY) | -2.30% | 3.00% | -5.30 | KEX | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.66% | 0.00% | +0.66 | MATX | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 3.63 | 3.29 | +0.34 | MATX | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 8/9 | -2.00 | KEX | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 47.7 | 64.9 | -17.20 | KEX | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.14 | 1.08 | +0.06 | MATX | /macro-sensitivity <GO> |
| Forward P/E Multiple | 14.2x | 20.2x | -6.00 | MATX | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $6.79B | $7.71B | -$921.0M | KEX | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | MATX REV | KEX REV | MATX GROSS % | KEX GROSS % | MATX FCF | KEX FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $3.34B | $3.36B | — | — | $396.6M | $518.8M |
| FY 2024 | $3.42B | $3.27B | — | — | $613.8M | $609.5M |
| FY 2023 | $3.09B | $3.09B | — | — | $371.2M | $401.1M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
MATX // BETA 1.14
KEX // BETA 1.08