WallStSmart

Costamare Inc (CMRE)vsMatson Inc (MATX)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Matson Inc generates 283% more annual revenue ($3.32B vs $866.09M). CMRE leads profitability with a 39.8% profit margin vs 12.9%. MATX appears more attractively valued with a PEG of 2.01. CMRE earns a higher WallStSmart Score of 59/100 (C).

CMRE

Buy

59

out of 100

Grade: C

Growth: 2.0Profit: 8.5Value: 6.0Quality: 6.0
Piotroski: 5/9Altman Z: 1.78

MATX

Hold

49

out of 100

Grade: D+

Growth: 2.0Profit: 6.5Value: 5.7Quality: 6.0
Piotroski: 3/9Altman Z: 2.62
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CMREFair Value (-4.6%)

Margin of Safety

-4.6%

Fair Value

$15.99

Current Price

$15.99

$0.00 premium

UndervaluedFair: $15.99Overvalued

Intrinsic value data unavailable for MATX.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CMRE4 strengths · Avg: 10.0/10
P/E RatioValuation
5.5x10/10

Attractively priced relative to earnings

Price/BookValuation
0.9x10/10

Reasonable price relative to book value

Profit MarginProfitability
39.8%10/10

Keeps 40 of every $100 in revenue as profit

Operating MarginProfitability
46.3%10/10

Strong operational efficiency at 46.3%

MATX3 strengths · Avg: 8.3/10
Debt/EquityHealth
0.269/10

Conservative balance sheet, low leverage

P/E RatioValuation
15.0x8/10

Attractively priced relative to earnings

Price/BookValuation
2.1x8/10

Reasonable price relative to book value

Areas to Watch

CMRE4 concerns · Avg: 3.3/10
PEG RatioValuation
2.404/10

Expensive relative to growth rate

Altman Z-ScoreHealth
1.784/10

Distress zone — elevated risk

Market CapQuality
$1.89B3/10

Smaller company, higher risk/reward

Revenue GrowthGrowth
-5.3%2/10

Revenue declined 5.3%

MATX4 concerns · Avg: 2.8/10
PEG RatioValuation
2.014/10

Expensive relative to growth rate

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Revenue GrowthGrowth
-3.1%2/10

Revenue declined 3.1%

EPS GrowthGrowth
-15.1%2/10

Earnings declined 15.1%

Comparative Analysis Report

WallStSmart Research

Bull Case : CMRE

The strongest argument for CMRE centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 39.8% and operating margin at 46.3%.

Bull Case : MATX

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

Bear Case : CMRE

The primary concerns for CMRE are PEG Ratio, Altman Z-Score, Market Cap.

Bear Case : MATX

The primary concerns for MATX are PEG Ratio, Piotroski F-Score, Revenue Growth.

Key Dynamics to Monitor

MATX carries more volatility with a beta of 1.29 — expect wider price swings.

MATX is growing revenue faster at -3.1% — sustainability is the question.

MATX generates stronger free cash flow (46M), providing more financial flexibility.

Monitor MARINE SHIPPING industry trends, competitive dynamics, and regulatory changes.

Bottom Line

CMRE scores higher overall (59/100 vs 49/100), backed by strong 39.8% margins. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

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

Costamare Inc

INDUSTRIALS · MARINE SHIPPING · USA

Costamare Inc. owns and leases container ships to shipping companies around the world. The company is headquartered in Monaco.

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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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