Matthews International Stock Buy Hold or Sell Recommendation
| MATW Stock | USD 26.92 0.36 1.32% |
Given the investment horizon of 90 days and your above-average risk tolerance, our recommendation regarding Matthews International is 'Cautious Hold'. Macroaxis provides Matthews International buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding MATW positions. The advice algorithm takes into account all of Matthews International's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Matthews International's buy or sell advice are summarized below:
Real Value 34.57 | Target Price 56 | Hype Value 26.94 | Market Value 26.92 | Naive Value 26.92 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Matthews International given historical horizon and risk tolerance towards Matthews International. When Macroaxis issues a 'buy' or 'sell' recommendation for Matthews International, the advice is generated through an automated system that utilizes algorithms and statistical models.
Matthews |
Execute Matthews International Buy or Sell Advice
The Matthews recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Matthews International. Macroaxis does not own or have any residual interests in Matthews International or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Matthews International's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Cautious Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Hyperactively responds to market trends | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Strong Buy | Details | |
Financial Strenth (F Score) | Strong | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Matthews International Trading Alerts and Improvement Suggestions
| Matthews International generated a negative expected return over the last 90 days | |
| Matthews International has a strong financial position based on the latest SEC filings | |
| Over 84.0% of the company shares are owned by institutional investors | |
| Latest headline from news.google.com: Matthews International Q3 Earnings and Revenues Surpass Estimates - Yahoo Movies Canada |
Matthews International Returns Distribution Density
The distribution of Matthews International's historical returns is an attempt to chart the uncertainty of Matthews International's future price movements. The chart of the probability distribution of Matthews International daily returns describes the distribution of returns around its average expected value. We use Matthews International price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Matthews International returns is essential to provide solid investment advice for Matthews International.
| Mean Return | -0.26 | Value At Risk | -3.98 | Potential Upside | 2.82 | Standard Deviation | 2.60 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Matthews International historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Matthews Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Matthews International is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Matthews International backward and forwards among themselves. Matthews International's institutional investor refers to the entity that pools money to purchase Matthews International's securities or originates loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Morgan Stanley - Brokerage Accounts | 2023-12-31 | 488 K | Allspring Global Investments Holdings, Llc | 2023-12-31 | 470 K | Charles Schwab Investment Management Inc | 2023-12-31 | 430.5 K | Bank Of New York Mellon Corp | 2023-12-31 | 365.7 K | Northern Trust Corp | 2023-12-31 | 356.6 K | Sei Investments Co | 2023-12-31 | 269.8 K | Barington Capital Group L P | 2023-12-31 | 231 K | Amvescap Plc. | 2023-12-31 | 229.9 K | Goldman Sachs Group Inc | 2023-12-31 | 222.3 K | Blackrock Inc | 2023-12-31 | 4.7 M | Vanguard Group Inc | 2023-12-31 | 3.5 M |
Matthews International Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change To Inventory | 6.0M | (12.8M) | (23.5M) | (24.0M) | (21.6M) | (20.5M) | |
| Change In Cash | 6.0M | 27.0M | 3.1M | (29.3M) | (26.4M) | (25.1M) | |
| Free Cash Flow | 145.6M | 128.5M | 65.5M | 28.9M | 33.3M | 31.6M | |
| Depreciation | 119.1M | 133.5M | 104.1M | 96.5M | 111.0M | 116.6M | |
| Other Non Cash Items | 89.9M | (6.3M) | 108.6M | (16.3M) | (18.8M) | (17.8M) | |
| Dividends Paid | 26.4M | 27.7M | 27.7M | 28.2M | 32.4M | 34.1M | |
| Capital Expenditures | 34.8M | 34.3M | 61.3M | 50.6M | 58.2M | 61.1M | |
| Net Income | (87.7M) | 2.9M | (99.8M) | 39.1M | 35.2M | 28.4M | |
| End Period Cash Flow | 41.3M | 68.3M | 71.4M | 42.1M | 48.4M | 52.0M | |
| Change To Netincome | 78.5M | 111.3M | 13.4M | 122.3M | 140.6M | 147.7M | |
| Investments | (9.7M) | 34.2M | 6.6M | (58.7M) | (52.9M) | (50.2M) | |
| Net Borrowings | (16.0M) | (126.3M) | (76.8M) | 35.7M | 32.1M | 30.6M |
Matthews International Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Matthews International or Commercial Services & Supplies sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Matthews International's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Matthews stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over NYSE Composite | -0.49 | |
β | Beta against NYSE Composite | 2.55 | |
σ | Overall volatility | 2.64 | |
Ir | Information ratio | -0.14 |
Matthews International Volatility Alert
Matthews International exhibits very low volatility with skewness of -0.86 and kurtosis of 1.33. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Matthews International's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Matthews International's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Matthews International Fundamentals Vs Peers
Comparing Matthews International's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Matthews International's direct or indirect competition across all of the common fundamentals between Matthews International and the related equities. This way, we can detect undervalued stocks with similar characteristics as Matthews International or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Matthews International's fundamental indicators could also be used in its relative valuation, which is a method of valuing Matthews International by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Matthews International to competition |
| Fundamentals | Matthews International | Peer Average |
| Return On Equity | 0.0655 | -0.31 |
| Return On Asset | 0.0309 | -0.14 |
| Profit Margin | 0.02 % | (1.27) % |
| Operating Margin | 0.03 % | (5.51) % |
| Current Valuation | 1.72 B | 16.62 B |
| Shares Outstanding | 30.68 M | 571.82 M |
| Shares Owned By Insiders | 4.07 % | 10.09 % |
| Shares Owned By Institutions | 84.04 % | 39.21 % |
| Number Of Shares Shorted | 623.73 K | 4.71 M |
| Price To Earning | 78.39 X | 28.72 X |
| Price To Book | 1.61 X | 9.51 X |
| Price To Sales | 0.43 X | 11.42 X |
| Revenue | 1.88 B | 9.43 B |
| Gross Profit | 534.88 M | 27.38 B |
| EBITDA | 184.65 M | 3.9 B |
| Net Income | 39.14 M | 570.98 M |
| Cash And Equivalents | 48.02 M | 2.7 B |
| Cash Per Share | 1.57 X | 5.01 X |
| Total Debt | 790.18 M | 5.32 B |
| Debt To Equity | 1.44 % | 48.70 % |
| Current Ratio | 1.93 X | 2.16 X |
| Book Value Per Share | 16.58 X | 1.93 K |
| Cash Flow From Operations | 79.52 M | 971.22 M |
| Short Ratio | 4.10 X | 4.00 X |
| Earnings Per Share | 1.07 X | 3.12 X |
| Price To Earnings To Growth | 1.92 X | 4.89 X |
| Target Price | 48.0 | |
| Number Of Employees | 12 K | 18.84 K |
| Beta | 1.11 | -0.15 |
| Market Capitalization | 837 M | 19.03 B |
| Total Asset | 1.89 B | 29.47 B |
| Retained Earnings | 714.73 M | 9.33 B |
| Working Capital | 253.66 M | 1.48 B |
Note: Acquisition by Jerry Whitaker of 3777 shares of Matthews International subject to Rule 16b-3 [view details]
Matthews International Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Matthews . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Accumulation Distribution | 2164.25 | |||
| Daily Balance Of Power | (0.67) | |||
| Rate Of Daily Change | 0.99 | |||
| Day Median Price | 27.02 | |||
| Day Typical Price | 26.99 | |||
| Price Action Indicator | (0.28) | |||
| Period Momentum Indicator | (0.36) | |||
| Relative Strength Index | 39.82 |
About Matthews International Buy or Sell Advice
When is the right time to buy or sell Matthews International? Buying financial instruments such as Matthews Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.| 2021 | 2022 | 2023 | 2024 (projected) | Short and Long Term Debt Total | 798.6M | 790.2M | 908.7M | 954.1M | Total Assets | 1.9B | 1.9B | 2.2B | 1.2B |
Use Investing Ideas to Build Portfolios
In addition to having Matthews International in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Trading theme has 61 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Trading Theme or any other thematic opportunities.
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Check out Matthews International Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. For more information on how to buy Matthews Stock please use our How to Invest in Matthews International guide.You can also try the Economic Indicators module to top statistical indicators that provide insights into how an economy is performing.
Complementary Tools for Matthews Stock analysis
When running Matthews International's price analysis, check to measure Matthews International's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Matthews International is operating at the current time. Most of Matthews International's value examination focuses on studying past and present price action to predict the probability of Matthews International's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Matthews International's price. Additionally, you may evaluate how the addition of Matthews International to your portfolios can decrease your overall portfolio volatility.
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Is Matthews International's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Matthews International. If investors know Matthews will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Matthews International listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 2.111 | Dividend Share 0.94 | Earnings Share 1.07 | Revenue Per Share 61.002 | Quarterly Revenue Growth 0.002 |
The market value of Matthews International is measured differently than its book value, which is the value of Matthews that is recorded on the company's balance sheet. Investors also form their own opinion of Matthews International's value that differs from its market value or its book value, called intrinsic value, which is Matthews International's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Matthews International's market value can be influenced by many factors that don't directly affect Matthews International's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Matthews International's value and its price as these two are different measures arrived at by different means. Investors typically determine if Matthews International is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Matthews International's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.