WallStSmart

BW LPG Limited (BWLP)vsMatson Inc (MATX)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

BW LPG Limited generates 7% more annual revenue ($3.58B vs $3.34B). MATX leads profitability with a 13.3% profit margin vs 6.8%. BWLP trades at a lower P/E of 9.9x. MATX earns a higher WallStSmart Score of 64/100 (C+).

BWLP

Buy

59

out of 100

Grade: C

Growth: 5.3Profit: 6.5Value: 8.3Quality: 6.0
Piotroski: 1/9Altman Z: 2.52

MATX

Buy

64

out of 100

Grade: C+

Growth: 4.0Profit: 7.0Value: 10.0Quality: 6.5
Piotroski: 4/9Altman Z: 2.67
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

BWLPUndervalued (+77.5%)

Margin of Safety

+77.5%

Fair Value

$74.88

Current Price

$16.99

$57.89 discount

UndervaluedFair: $74.88Overvalued
MATXUndervalued (+71.3%)

Margin of Safety

+71.3%

Fair Value

$566.82

Current Price

$164.30

$402.52 discount

UndervaluedFair: $566.82Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BWLP2 strengths · Avg: 10.0/10
P/E RatioValuation
9.9x10/10

Attractively priced relative to earnings

Price/BookValuation
1.4x10/10

Reasonable price relative to book value

MATX4 strengths · Avg: 8.8/10
P/E RatioValuation
11.8x10/10

Attractively priced relative to earnings

Debt/EquityHealth
0.279/10

Conservative balance sheet, low leverage

Price/BookValuation
1.8x8/10

Reasonable price relative to book value

EPS GrowthGrowth
21.2%8/10

Earnings expanding 21.2% YoY

Areas to Watch

BWLP4 concerns · Avg: 3.0/10
EPS GrowthGrowth
2.1%4/10

2.1% earnings growth

Profit MarginProfitability
6.8%3/10

6.8% margin — thin

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

Revenue GrowthGrowth
-13.2%2/10

Revenue declined 13.2%

MATX2 concerns · Avg: 3.0/10
PEG RatioValuation
2.014/10

Expensive relative to growth rate

Revenue GrowthGrowth
-4.3%2/10

Revenue declined 4.3%

Comparative Analysis Report

WallStSmart Research

Bull Case : BWLP

The strongest argument for BWLP centers on P/E Ratio, Price/Book.

Bull Case : MATX

The strongest argument for MATX centers on P/E Ratio, Debt/Equity, Price/Book.

Bear Case : BWLP

The primary concerns for BWLP are EPS Growth, Profit Margin, Piotroski F-Score.

Bear Case : MATX

The primary concerns for MATX are PEG Ratio, Revenue Growth.

Key Dynamics to Monitor

BWLP profiles as a value stock while MATX is a declining play — different risk/reward profiles.

MATX carries more volatility with a beta of 1.36 — expect wider price swings.

MATX is growing revenue faster at -4.3% — sustainability is the question.

BWLP generates stronger free cash flow (166M), providing more financial flexibility.

Bottom Line

MATX scores higher overall (64/100 vs 59/100). BWLP offers better value entry with a 77.5% margin of safety. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

BW LPG Limited

INDUSTRIALS · MARINE SHIPPING · USA

BW LPG Limited, an investment holding company, engages in ship owning and chartering activities globally. The company is headquartered in Singapore.

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Matson Inc

INDUSTRIALS · MARINE SHIPPING · USA

Matson, Inc. provides logistics and shipping services. The company is headquartered in Honolulu, Hawaii.

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