WallStSmart

Costamare Inc (CMRE)vsMatson Inc (MATX)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Matson Inc generates 303% more annual revenue ($3.46B vs $857.38M). CMRE leads profitability with a 39.5% profit margin vs 13.4%. MATX appears more attractively valued with a PEG of 2.01. MATX earns a higher WallStSmart Score of 69/100 (B-).

CMRE

Buy

59

out of 100

Grade: C

Growth: 2.0Profit: 8.5Value: 6.0Quality: 6.0
Piotroski: 5/9Altman Z: 1.81

MATX

Strong Buy

69

out of 100

Grade: B-

Growth: 6.7Profit: 7.0Value: 5.7Quality: 6.0
Piotroski: 3/9Altman Z: 2.62
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CMREOvervalued (-6.4%)

Margin of Safety

-6.4%

Fair Value

$15.72

Current Price

$15.28

$0.44 premium

UndervaluedFair: $15.72Overvalued

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
5.7x10/10

Attractively priced relative to earnings

Price/BookValuation
0.8x10/10

Reasonable price relative to book value

Profit MarginProfitability
39.5%10/10

Keeps 40 of every $100 in revenue as profit

Operating MarginProfitability
47.0%10/10

Strong operational efficiency at 47.0%

MATX5 strengths · Avg: 8.2/10
Debt/EquityHealth
0.269/10

Conservative balance sheet, low leverage

P/E RatioValuation
15.3x8/10

Attractively priced relative to earnings

Price/BookValuation
2.5x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
16.7%8/10

16.7% revenue growth

EPS GrowthGrowth
46.2%8/10

Earnings expanding 46.2% YoY

Areas to Watch

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

Expensive relative to growth rate

Altman Z-ScoreHealth
1.814/10

Grey zone — moderate risk

Market CapQuality
$1.83B3/10

Smaller company, higher risk/reward

Revenue GrowthGrowth
-4.0%2/10

Revenue declined 4.0%

MATX3 concerns · Avg: 3.0/10
PEG RatioValuation
2.014/10

Expensive relative to growth rate

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Free Cash FlowQuality
$-99.90M2/10

Negative free cash flow — burning cash

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 39.5% and operating margin at 47.0%.

Bull Case : MATX

The strongest argument for MATX centers on Debt/Equity, P/E Ratio, Price/Book. Revenue growth of 16.7% demonstrates continued momentum.

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, Free Cash Flow.

Key Dynamics to Monitor

CMRE profiles as a declining stock while MATX is a growth play — different risk/reward profiles.

MATX carries more volatility with a beta of 1.26 — expect wider price swings.

MATX is growing revenue faster at 16.7% — sustainability is the question.

MATX generates stronger free cash flow (-100M), providing more financial flexibility.

Bottom Line

MATX scores higher overall (69/100 vs 59/100) and 16.7% revenue growth. Both earn "Strong 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.

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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