Kirby Corp vs Matson Inc

Kirby Corp (KEX) is slightly overvalued and Matson Inc (MATX) is fairly valued.

Both trade above our estimate of their intrinsic value. MATX is the closer of the two: -3%, against -9% for KEX.

Values as of the 22 Sept 2026 close.

Kirby Corp (KEX)

Discounting its cash flows at 8.8% (average of 3 methods) values the shares at $121.66; the price of $132.47 is 9% above that value, and 77% of that value comes from beyond year five.

Leak Score 27/100 on 3 of 12 signals

Matson Inc (MATX)

Discounting its cash flows at 10.8% (average of 3 methods) values the shares at $221.12; the price of $226.78 is 3% above that value, and 70% of that value comes from beyond year five.

Leak Score 59/100 on 3 of 12 signals

MetricKEXMATX
VerdictSlightly overvaluedFairly valued
Price$132.47$226.78
Intrinsic value$121.66$221.12
Margin of safety-9%-3%
Leak Score27/100 (3/12)59/100 (3/12)
Market cap$7.0B$6.8B
Revenue growth, 5 years9.2%7.0%
Operating margin13.9%14.4%
Net margin10.2%13.4%
Return on equity10.4%17.2%
Debt to equity0.360.12
P/E20.4x15.2x
Forward P/E15.9x13.5x
P/B2.0x2.5x
Dividend yield0.6%

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