Carnival vs Matson
CCL and MATX side by side, both in water transportation. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How CCL and MATX compare
Carnival is the larger company, worth 6.3 times as much as Matson ($39.3B against $6.2B).
On earnings, Matson is cheaper: it trades at 11.8× trailing earnings, against 12.8× for Carnival.
Matson grew revenue faster over the last twelve months (9.2% versus 5.2% for Carnival).
Matson keeps more of each dollar of sales as profit, with a net margin of 14.6% compared with 11.4% at Carnival.
Both pay dividends: Carnival yields 1.5% and Matson 0.53%.
Matson scores higher on the StockData Score (17 against 11 for Carnival), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | CCL | MATX |
|---|---|---|
| Size and price | ||
| Market cap | $39.3B | $6.2B |
| Share price | $29.23 | $208.66 |
| Change, 1 year | 7.7% | 89.4% |
| Change, 5 years | 42.7% | 130% |
| Beta (5Y) | 1.92 | 0.93 |
| Employees | 160K | 4,170 |
| StockData Score | ||
| Total score | 11 | 17 (better) |
| Valuation score | 3 (better) | 1 |
| Growth score | 3 (better) | 2 |
| Performance score | 3 | 5 (better) |
| Health score | 1 | 6 (better) |
| Dividend score | 1 | 3 (better) |
| Valuation | ||
| P/E | 12.8× | 11.8× (better) |
| P/S | 1.4× (better) | 1.7× |
| P/B | 2.8× | 2.1× (better) |
| EV/EBITDA | 8.5× (better) | 10.3× |
| P/FCF | 12.4× | – |
| FCF yield | 8.1% | – |
| Fair value | $29.30 | $158.42 |
| Margin of safety | 0.23% (better) | −31.7% |
| Growth | ||
| Revenue growth (TTM) | 5.2% | 9.2% (better) |
| Revenue growth, 5Y average | 36.6% (better) | 7.0% |
| Net income growth (TTM) | 18.7% | 25.3% (better) |
| EPS growth (TTM) | 19.3% | 34.2% (better) |
| EPS growth, 5Y average | – | 25.5% |
| Profitability | ||
| Operating margin | 16.0% | 16.8% (better) |
| Net margin | 11.4% | 14.6% (better) |
| FCF margin | 11.5% | – |
| Return on equity | 24.0% (better) | 19.2% |
| Return on invested capital | 11.9% | 17.0% (better) |
| Financial health | ||
| Debt / equity | 1.69 | 0.12 (better) |
| Net debt / EBITDA | 3.10 | 0.23 (better) |
| Interest coverage | 3.8× | 96.8× (better) |
| Current ratio | 0.27 | 1.10 (better) |
| Altman Z-score | 1.44 | 3.87 (better) |
| Piotroski F-score | 7 (better) | 5 |
| Dividends and buybacks | ||
| Dividend yield | 1.5% (better) | 0.53% |
| Payout ratio | – | 8.3% |
| Years of dividend growth | – | 12 |
| Dividend growth, 5Y average | – | 9.2% |
| Buyback yield | – | 4.1% |
| Shareholder yield | 1.5% | 4.7% (better) |
| Ownership | ||
| Held by institutions | 71.5% | 87.0% |
| Held by insiders | 7.3% | 2.5% |
| Insider net buying, 12 months | −$15.1M (better) | −$28.5M |
| Superinvestors holding | 1 | – |
| Short interest, % of float | 3.3% | 5.0% |
Go deeper
- CCL stock overview
- CCL income statement
- CCL valuation and score
- MATX stock overview
- MATX income statement
- MATX valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.