COMP <GO>
MATX vs NCLH // OPERATING MARGIN
Matson Inc. (NYSE) VS. Norwegian Cruise Line Holdings Ltd. (NYSE) • 15-METRIC TALLY: MATX 7
— NCLH 6
▲ OPERATING MARGIN LEADER: NCLH
LAST: $223.85 (-1.38%) • MKT CAP: $6.79B
operating-margins
14.90%
LAST: $17.57 (-3.57%) • MKT CAP: $8.37B
operating-margins
66.60%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (MATX VS. NCLH)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | MATX | NCLH | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 13.50% | 11.70% | +1.80 | MATX | /roic <GO> |
| EV/EBITDA & P/E Valuation | 11.1x | 3.9x | +7.20 | NCLH | /valuation <GO> |
| Free Cash Flow Yield | 5.84% | -13.98% | +19.82 | MATX | /fcf-yield <GO> |
| Operating Margin ACTIVE | 14.90% | 66.60% | -51.70 | NCLH | /operating-margins <GO> |
| Net Profit Margin | 13.30% | 18.10% | -4.80 | NCLH | /net-margins <GO> |
| Revenue Growth (YoY) | -2.30% | 8.80% | -11.10 | NCLH | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.66% | 0.00% | +0.66 | MATX | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 3.63 | 0.45 | +3.18 | MATX | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 4/9 | +2.00 | MATX | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 47.7 | 69.5 | -21.80 | NCLH | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.14 | 1.07 | +0.07 | MATX | /macro-sensitivity <GO> |
| Forward P/E Multiple | 14.2x | 18.4x | -4.20 | MATX | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $6.79B | $8.37B | -$1.58B | NCLH | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | MATX REV | NCLH REV | MATX GROSS % | NCLH GROSS % | MATX FCF | NCLH FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $3.34B | $0 | — | — | $396.6M | -$1.17B |
| FY 2024 | $3.42B | $0 | — | — | $613.8M | $838.9M |
| FY 2023 | $3.09B | $0 | — | — | $371.2M | $2.01B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
MATX // BETA 1.14
NCLH // BETA 1.07