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MATV Stock Analysis 2026 - Mativ Holdings, Inc. AI Rating

MATV NYSE Paper Mills DE CIK: 0001000623
Recently Updated • Analysis: Apr 1, 2026 • SEC Data: 2025-12-31
STRONG SELL
92% Conf
Pending
Analysis scheduled

📊 MATV Key Takeaways

Revenue: $2.0B
Net Margin: -17.0%
Free Cash Flow: $93.8M
Current Ratio: 2.24x
Debt/Equity: 2.07x
EPS: $-6.19
AI Rating: STRONG SELL with 92% confidence

Is MATV a Good Investment? Thesis Analysis

Claude

Mativ is in severe financial distress with substantial operating losses (-19.3% margin) and negative net income of -$337.4M, indicating fundamental operational challenges in a capital-intensive paper mills business. While positive operating cash flow and current liquidity appear adequate, the company's high leverage (2.07x debt-to-equity), negative interest coverage (-21.0x), and inability to generate profits from its $2.0B revenue base signal deep structural problems that pose significant solvency risk.

Why Buy MATV? Key Strengths

Claude
  • + Positive operating cash flow of $133.8M provides near-term liquidity buffer despite losses
  • + Current ratio of 2.24x indicates adequate short-term liquidity to meet obligations
  • + Positive free cash flow of $93.8M suggests some cash generation capability despite unprofitability

MATV Investment Risks to Consider

Claude
  • ! Severe operating losses with -19.3% operating margin and -$337.4M net loss indicate fundamental profitability collapse
  • ! Negative interest coverage ratio (-21.0x) signals inability to service debt obligations from operating earnings
  • ! High financial leverage (2.07x debt-to-equity) with $1.0B long-term debt creates solvency risk if operational trends deteriorate further
  • ! Gross margin of 18.3% in capital-intensive paper industry is insufficient to cover operating expenses
  • ! ROE of -67.7% and ROA of -16.4% demonstrate severe destruction of shareholder and asset value

Key Metrics to Watch

Claude
  • * Operating margin trend - critical to assess if losses are stabilizing or accelerating
  • * Operating cash flow sustainability - monitor if positive OCF persists as losses continue
  • * Debt covenant compliance and refinancing requirements - assess solvency timeline
  • * Revenue trends and gross margin recovery - essential to determine if business can return to profitability

MATV Financial Metrics

Revenue
$2.0B
Net Income
$-337.4M
EPS (Diluted)
$-6.19
Free Cash Flow
$93.8M
Total Assets
$2.1B
Cash Position
$84.2M

💡 AI Analyst Insight

The relatively thin 4.7% FCF margin may limit capital allocation flexibility. Strong liquidity with a 2.24x current ratio provides a solid financial cushion.

MATV Profitability Ratios

Gross Margin 18.3%
Operating Margin -19.3%
Net Margin -17.0%
ROE -67.7%
ROA -16.4%
FCF Margin 4.7%

MATV vs Default Sector

How Mativ Holdings, Inc. compares to Default sector averages

Net Margin
MATV -17.0%
vs
Sector Avg 12.0%
MATV Sector
ROE
MATV -67.7%
vs
Sector Avg 15.0%
MATV Sector
Current Ratio
MATV 2.2x
vs
Sector Avg 1.8x
MATV Sector
Debt/Equity
MATV 2.1x
vs
Sector Avg 0.7x
MATV Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is MATV Overvalued or Undervalued?

Based on fundamental analysis, Mativ Holdings, Inc. shows some fundamental concerns relative to the Default sector in 2026.

Return on Equity
-67.7%
Sector avg: 15%
Net Profit Margin
-17.0%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
2.07x
Sector avg: 0.7x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

MATV Balance Sheet & Liquidity

Current Ratio
2.24x
Quick Ratio
1.08x
Debt/Equity
2.07x
Debt/Assets
75.7%
Interest Coverage
-21.01x
Long-term Debt
$1.0B

MATV 5-Year Financial Trend & Growth Analysis

MATV 5-year financial data: Year 2020: Revenue $1.4B, Net Income $94.5M, EPS $3.06. Year 2022: Revenue $2.2B, Net Income $83.8M, EPS $2.66. Year 2023: Revenue $2.0B, Net Income $88.9M, EPS $2.80. Year 2024: Revenue $2.0B, Net Income -$6.6M, EPS $-0.18. Year 2025: Revenue $2.0B, Net Income -$309.5M, EPS $-5.69.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Mativ Holdings, Inc.'s revenue has grown significantly by 41% over the 5-year period, indicating strong business expansion. The most recent EPS of $-5.69 indicates the company is currently unprofitable.

MATV Growth Metrics (YoY)

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
4.7%
Free cash flow / Revenue

MATV Quarterly Performance

Quarterly financial performance data for Mativ Holdings, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $498.5M -$3.2M $-0.06
Q2 2025 $523.8M -$1.4M $-0.03
Q1 2025 $484.8M -$28.0M $-0.52
Q3 2024 $498.2M -$20.8M $-0.38
Q2 2024 $523.8M -$1.4M $-0.03
Q1 2024 $500.2M -$7.7M $-0.14
Q3 2023 $498.2M -$9.1M $-0.25
Q2 2023 $426.4M -$4.5M $-0.08

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

MATV Capital Allocation

Operating Cash Flow
$133.8M
Cash generated from operations
Stock Buybacks
$800.0K
Shares repurchased (TTM)
Capital Expenditures
$40.0M
Investment in assets
Dividends Paid
$22.3M
Returned to shareholders

MATV SEC 10-K & 10-Q Filing Analysis

Access official SEC EDGAR filings for Mativ Holdings, Inc. (CIK: 0001000623)

📋 Recent SEC Filings

Date Form Document Action
Mar 25, 2026 8-K matv-20260325.htm View →
Mar 23, 2026 4 xslF345X06/primarydocument.xml View →
Mar 23, 2026 4 xslF345X06/primarydocument.xml View →
Mar 23, 2026 4 xslF345X06/primarydocument.xml View →
Mar 17, 2026 DEF 14A matv-20260317.htm View →

Frequently Asked Questions about MATV

What is the AI rating for MATV?

Mativ Holdings, Inc. (MATV) has an AI rating of STRONG SELL with 92% confidence, based on fundamental analysis of SEC EDGAR filings.

What are MATV's key strengths?

Claude: Positive operating cash flow of $133.8M provides near-term liquidity buffer despite losses. Current ratio of 2.24x indicates adequate short-term liquidity to meet obligations.

What are the risks of investing in MATV?

Claude: Severe operating losses with -19.3% operating margin and -$337.4M net loss indicate fundamental profitability collapse. Negative interest coverage ratio (-21.0x) signals inability to service debt obligations from operating earnings.

What is MATV's revenue and growth?

Mativ Holdings, Inc. reported revenue of $2.0B.

Does MATV pay dividends?

Mativ Holdings, Inc. pays dividends, with $22.3M distributed to shareholders in the trailing twelve months.

Where can I find MATV SEC filings?

Official SEC filings for Mativ Holdings, Inc. (CIK: 0001000623) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is MATV's EPS?

Mativ Holdings, Inc. has a diluted EPS of $-6.19.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is MATV a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Mativ Holdings, Inc. has a STRONG SELL rating with 92% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is MATV stock overvalued or undervalued?

Valuation metrics for MATV: ROE of -67.7% (sector avg: 15%), net margin of -17.0% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy MATV stock in 2026?

Our dual AI analysis gives Mativ Holdings, Inc. a combined STRONG SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is MATV's free cash flow?

Mativ Holdings, Inc.'s operating cash flow is $133.8M, with capital expenditures of $40.0M. FCF margin is 4.7%.

How does MATV compare to other Default stocks?

Vs Default sector averages: Net margin -17.0% (avg: 12%), ROE -67.7% (avg: 15%), current ratio 2.24 (avg: 1.8).

Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 1, 2026 | Data as of: 2025-12-31 | Powered by Claude AI