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Matthews International Corp. (MATW) Stock Fundamental Analysis & AI Rating 2026

MATW Nasdaq Nonferrous Foundries (Castings) PA CIK: 0000063296
Updated This Month • Analysis: May 6, 2026 • SEC Data: 2026-03-31
Combined AI Rating
SELL
79% Confidence
AGREEMENT
SELL
80% Conf
HOLD
78% Conf

📊 MATW Key Takeaways

Revenue: $543.4M
Net Margin: 4.0%
Free Cash Flow: $-76.7M
Current Ratio: 1.64x
Debt/Equity: 1.12x
EPS: $0.69
AI Rating: SELL with 80% confidence
Matthews International Corp. (MATW) receives a SELL rating with 79% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $543.4M, net profit margin of 4.0%, and return on equity (ROE) of 4.3%, Matthews International Corp. demonstrates mixed fundamentals in the Market sector. Below is our complete MATW stock analysis for 2026.

Is Matthews International Corp. (MATW) a Good Investment?

Claude

Matthews International faces significant operational headwinds with 16.6% revenue decline and alarming negative operating cash flow of -$67.4M despite positive net income, indicating working capital deterioration. High leverage of 1.12x Debt/Equity combined with declining revenue creates financial stress, while poor returns on capital (ROE 4.3%, ROA 1.4%) suggest capital inefficiency.

ChatGPT

Matthews International shows respectable reported profitability, with solid gross and net margins and stable net income despite a difficult revenue backdrop. However, the quality of those earnings is weakened by a 16.6% revenue decline, sharply negative operating and free cash flow, and a fairly leveraged balance sheet, which limits the attractiveness of the fundamentals. The company appears financially viable, but the current mix of shrinking sales and weak cash generation argues for caution rather than conviction.

Why Buy Matthews International Corp. Stock? MATW Key Strengths

Claude
  • + Positive operating income of $94.3M and gross margin of 37.1% demonstrate underlying profitability in core operations
  • + Current ratio of 1.64x and interest coverage of 3.9x provide near-term financial stability
  • + Operating margin of 17.4% is respectable for manufacturing sector
ChatGPT
  • + Reported margins remain solid, including 35.0% gross margin and 15.3% net margin
  • + Net income held stable year over year and diluted EPS improved materially
  • + Liquidity is adequate with a 1.51x current ratio

MATW Stock Risks: Matthews International Corp. Investment Risks

Claude
  • ! Negative operating cash flow of -$67.4M and negative free cash flow of -$76.7M indicate operational stress despite positive accounting earnings
  • ! Revenue decline of 16.6% YoY in cyclical foundries sector with high fixed costs raises structural demand concerns
  • ! Quick ratio of 0.97x below 1.0 combined with 1.12x Debt/Equity creates liquidity vulnerability if operational performance deteriorates further
  • ! Extremely thin net margin of 4.0% leaves no margin for error; any further revenue decline compresses profitability rapidly
  • ! EPS growth driven by share buybacks masking flat net income growth indicates underlying earnings weakness
ChatGPT
  • ! Revenue contraction of 16.6% points to weak underlying growth
  • ! Operating cash flow and free cash flow are deeply negative, raising concerns about earnings quality
  • ! Leverage is meaningful with debt/equity near 1.0x and only moderate 4.0x interest coverage

Key Metrics to Watch

Claude
  • * Operating cash flow trend (critical turnaround indicator)
  • * Revenue stabilization and year-over-year growth recovery
  • * Debt-to-EBITDA ratio and debt paydown capacity
  • * Quick ratio and working capital management (inventory and receivables)
  • * Interest coverage ratio (maintain above 3.0x minimum)
ChatGPT
  • * Operating cash flow and free cash flow recovery
  • * Revenue stabilization and organic sales growth

Matthews International Corp. (MATW) Financial Metrics & Key Ratios

Revenue
$543.4M
Net Income
$21.8M
EPS (Diluted)
$0.69
Free Cash Flow
$-76.7M
Total Assets
$1.5B
Cash Position
$36.1M

💡 AI Analyst Insight

Matthews International Corp. presents a mixed fundamental picture. Review the detailed metrics above to form your own investment thesis.

MATW Profit Margin, ROE & Profitability Analysis

Gross Margin 37.1%
Operating Margin 17.4%
Net Margin 4.0%
ROE 4.3%
ROA 1.4%
FCF Margin -14.1%

MATW vs Market Sector: How Matthews International Corp. Compares

How Matthews International Corp. compares to Market sector averages

Net Margin
MATW 4.0%
vs
Sector Avg 12.0%
MATW Sector
ROE
MATW 4.3%
vs
Sector Avg 15.0%
MATW Sector
Current Ratio
MATW 1.6x
vs
Sector Avg 1.8x
MATW Sector
Debt/Equity
MATW 1.1x
vs
Sector Avg 0.7x
MATW Sector

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

Is Matthews International Corp. Stock Overvalued? MATW Valuation Analysis 2026

Based on fundamental analysis, Matthews International Corp. shows some fundamental concerns relative to the Market sector in 2026.

Return on Equity
4.3%
Sector avg: 15%
Net Profit Margin
4.0%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
1.12x
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.

Matthews International Corp. Balance Sheet: MATW Debt, Cash & Liquidity

Current Ratio
1.64x
Quick Ratio
0.97x
Debt/Equity
1.12x
Debt/Assets
66.6%
Interest Coverage
3.91x
Long-term Debt
$572.0M

MATW Revenue & Earnings Growth: 5-Year Financial Trend

MATW 5-year financial data: Year 2020: Revenue $1.6B, Net Income N/A, EPS N/A. Year 2021: Revenue $1.7B, Net Income -$38.0M, EPS $-1.21. Year 2022: Revenue $1.8B, Net Income -$87.2M, EPS $-2.79. Year 2023: Revenue $1.9B, Net Income $2.9M, EPS $0.09. Year 2024: Revenue $1.9B, Net Income -$99.8M, EPS $-3.18.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Matthews International Corp.'s revenue has grown significantly by 17% over the 5-year period, indicating strong business expansion. The most recent EPS of $1.26 reflects profitable operations.

MATW Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-14.1%
Free cash flow / Revenue

MATW Quarterly Earnings & Performance

Quarterly financial performance data for Matthews International Corp. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q2 2026 $258.6M -$8.9M $-0.29
Q1 2026 $284.8M -$3.5M $-0.11
Q3 2025 $349.4M $1.8M $0.06
Q2 2025 $427.6M $6.7M $0.22
Q1 2025 $401.8M -$2.3M $-0.07
Q3 2024 $427.8M $1.8M $0.06
Q2 2024 $471.2M $6.7M $0.22
Q1 2024 $449.2M -$2.3M $-0.07

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

Matthews International Corp. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$67.4M
Cash generated from operations
Stock Buybacks
$5.7M
Shares repurchased (TTM)
Capital Expenditures
$9.3M
Investment in assets
Dividends Paid
$17.5M
Returned to shareholders

MATW SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Matthews International Corp. (CIK: 0000063296)

📋 Recent SEC Filings

Date Form Document Action
May 1, 2026 10-Q matw-20260331.htm View →
May 1, 2026 8-K matw-20260430.htm View →
Apr 30, 2026 8-K matw-20260429.htm View →
Apr 10, 2026 8-K d139164d8k.htm View →
Mar 23, 2026 4 xslF345X06/wk-form4_1774281457.xml View →

Frequently Asked Questions about MATW

What is the AI rating for MATW?

Matthews International Corp. (MATW) has a Combined AI Rating of SELL from Claude (SELL) and ChatGPT (HOLD) with 79% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are MATW's key strengths?

Claude: Positive operating income of $94.3M and gross margin of 37.1% demonstrate underlying profitability in core operations. Current ratio of 1.64x and interest coverage of 3.9x provide near-term financial stability. ChatGPT: Reported margins remain solid, including 35.0% gross margin and 15.3% net margin. Net income held stable year over year and diluted EPS improved materially.

What are the risks of investing in MATW?

Claude: Negative operating cash flow of -$67.4M and negative free cash flow of -$76.7M indicate operational stress despite positive accounting earnings. Revenue decline of 16.6% YoY in cyclical foundries sector with high fixed costs raises structural demand concerns. ChatGPT: Revenue contraction of 16.6% points to weak underlying growth. Operating cash flow and free cash flow are deeply negative, raising concerns about earnings quality.

What is MATW's revenue and growth?

Matthews International Corp. reported revenue of $543.4M.

Does MATW pay dividends?

Matthews International Corp. pays dividends, with $17.5M distributed to shareholders in the trailing twelve months.

Where can I find MATW SEC filings?

Official SEC filings for Matthews International Corp. (CIK: 0000063296) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is MATW's EPS?

Matthews International Corp. has a diluted EPS of $0.69.

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 MATW a good stock to buy right now?

Based on our AI fundamental analysis in May 2026, Matthews International Corp. has a SELL rating with 79% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is MATW stock overvalued or undervalued?

Valuation metrics for MATW: ROE of 4.3% (sector avg: 15%), net margin of 4.0% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy MATW stock in 2026?

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

What is MATW's free cash flow?

Matthews International Corp.'s operating cash flow is $-67.4M, with capital expenditures of $9.3M. FCF margin is -14.1%.

How does MATW compare to other Market stocks?

Vs Default sector averages: Net margin 4.0% (avg: 12%), ROE 4.3% (avg: 15%), current ratio 1.64 (avg: 1.8).

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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: May 6, 2026 | Data as of: 2026-03-31 | Powered by Claude AI