Added to YB: 2025-03-07
Pitch date: 2025-03-05
MATW [bullish]
Matthews International Corporation
+21.92%
current return
Author Info
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Company Info
Matthews International Corporation provides brand solutions, memorialization products, and industrial technologies worldwide.
Market Cap
$836.8M
Pitch Price
$21.89
Price Target
61.00 (+129%)
Dividend
3.80%
EV/EBITDA
13.48
P/E
86.25
EV/Sales
1.19
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)