Event-Driven Stocks

MATTHEWS INTERNATIONAL CORP

MATWNasdaq

Materials · Nonferrous Foundries (Castings) · PA · SEC filings ↗ · Compare ⊕

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Signs● 2 good● 5 warningdetails ↓

Financials

SEC XBRL · annual
 FY25FY24FY23FY22FY21FY20
Revenue$1.50B$1.80B$1.88B$1.76B$1.67B$1.50B
Operating income$75.5M−$12.3M$88.1M−$43.9M$42.0M−$64.2M
Net income−$24.5M−$59.7M$39.3M−$99.8M$2.9M−$87.2M
Total assets$1.69B$1.83B$1.89B$1.88B$2.03B$2.07B
Total liabilities$1.21B$1.40B$1.36B$1.40B$1.40B$1.46B
Equity$480.9M$437.2M$525.7M$487.4M$636.5M$610.8M
EPS (diluted)$-0.79$-1.93$1.26$-3.18$0.09$-2.79
Shares out.30.8M30.6M30.4M30.3M31.5M31.8M

Reported figures from the company's SEC filings (XBRL). Blank where a line item isn't cleanly tagged — never estimated.

Key ratios

from filings · FY2025
Operating margin
5.0%
Net margin
−1.6%
Return on equity
−5.1%
Return on assets
−1.4%
Return on capital (ROCE)
5.6%
Liabilities / assets
71.6%
Debt / equity
2.52×
Book value / share
$15.62
Revenue growth (YoY)
−16.6%
Net income growth (YoY)
—

Computed from the company's own SEC figures — no market price, so these are facts, not a valuation. Book value per share is reported equity ÷ shares; it is not the stock price.

Financial health

forensic scores · FY2025
Altman Z″ (distress)
2.46grey zone
Accruals / assets
−0.1%clean
Piotroski F-Score
5/9mixed

Altman Z″is a textbook bankruptcy-distress score from book values only (>2.6 safe · 1.1–2.6 grey · <1.1 distress). Accruals = (net income − operating cash flow) ÷ assets; persistently high accruals are an earnings-quality red flag. Beneish M-Scoreis an eight-ratio screen comparing this year with last (M > −1.78 = elevated manipulation-risk screen, not proof). Piotroski F-Scorecounts how many of nine fundamental-health checks pass (shown as passed / applicable; we use operating margin and total liabilities as documented proxies where the exact input isn't XBRL-tagged). Computed from SEC filings — descriptive factors, not advice or a forecast.

Quality score

EDS Score
45
/ 100
Profitability 40Growth 0Catalyst 67Earnings quality 67Financial strength 50

Our own multi-factor score from free SEC data — profitability, growth, financial strength, earnings quality, and event/ownership catalysts. No market price and no licensed model: each axis is the share of source-backed checks it passes. Descriptive factors, not advice or a forecast.

Signs

● 5 warning● 2 good
  • Reported a net loss
  • Revenue declined year-over-year
  • High leverage (liabilities > 70% of assets)
  • Negative operating cash flow
  • Altman Z″ in the grey zone
  • Operating margin is positive
  • Clean earnings (low accruals)

Derived from the company's own SEC figures (fundamentals, forensic scores, filing discipline) — descriptive factors, not advice or a forecast.

5%+ owners

SEC Schedule 13D / 13G · last 3 yrs

Holders who disclosed a 5%+ stake. 13D signals intent to influence or control; 13G is a passive holding. Latest filing per holder — open it for the exact stake.

Short interest

FINRA · bi-monthly
SettlementShares shortDays to coverΔ vs prior
May 15, 20263.0M12.1+8.5%
Apr 30, 20262.8M17.1+17.6%
Apr 15, 20262.3M16.5-2.3%
Mar 31, 20262.4M10.4+3.7%
Mar 13, 20262.3M12.0+8.7%

Shares sold short as reported to FINRA. Days-to-cover = short shares ÷ average daily volume — higher means more potential squeeze pressure.

Material events

SEC Form 8-K · most recent

Events the company reported on Form 8-K, labelled by the SEC item code it filed under — its own classification, not our interpretation.

Recent SEC filings

All filings ↗

Event-driven situations (1)