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Added to YB: 2025-03-07

Pitch date: 2025-03-05

MATW [bullish]

Matthews International Corporation

+18.96%

current return

Author Info

Company Info

Matthews International Corporation provides brand solutions, memorialization products, and industrial technologies worldwide.

Market Cap

$753.0M

Pitch Price

$22.30

Price Target

61.00 (+130%)

Dividend

4.09%

EV/EBITDA

10.60

P/E

-30.95

EV/Sales

0.99

Sector

Diversified Consumer Services

Category

value

Show full summary:
Long Matthews International (MATW)

MATW: Underperforming conglomerate w/ activist pressure. SGK divestiture nets $350M cash + $150M+ stake. Pro forma EBITDA-CapEx $165M. 10-20x EBIT multiple = 0-160% upside. Mgmt faces pressure to sell/repurchase shares or risk losing board in 2026. Activist win = likely sale.

Read full article (4 min)