Matson Inc vs Union Pacific Corporation — how do they compare? Matson Inc trades at $218.37 (market cap $6.61B), while Union Pacific Corporation trades at $296.88 (market cap $175.89B). The key difference: Union Pacific Corporation is far larger — about 26.6× Matson Inc's market cap, and Union Pacific Corporation pays the higher dividend (1.86%). Which is the better fit depends on your goals.
| MATX | UNP | |
|---|---|---|
Market Cap | $6.61B | $175.89B |
Sector | Technology | Industrials |
52-Week High | $223.55 | $301.75 |
52-Week Low | $88.05 | $214.91 |
Enterprise Value | $7.21B | $206.36B |
Dividend Yield | 0.7% | 1.86% |
Signals from Pluang's Aura AI — not financial advice
Matson (MATX) trades at $218.41, down 1.7% today but maintains a bullish technical outlook with strong moving averages and key support at $214. The company demonstrates solid fundamentals with a P/E of 16.48, net income margin of 12.92%, and consistent earnings beats in recent quarters. Recent news highlights preliminary Q2 2026 results expecting EPS of $4.12-$4.30 and a dividend increase to $0.38 per share, reflecting management confidence.
The investment outlook remains positive given analyst consensus of 63.64% buy ratings, robust cash flow from operations, and strategic fleet modernization. Key risks include exposure to Pacific trade volatility and potential economic slowdowns impacting shipping demand. The stock's current valuation and growth trajectory present a compelling opportunity for investors seeking stable dividends and earnings growth in the shipping sector.
Union Pacific (UNP) trades at $296.00, down 1.91% amid mixed technical signals. The stock shows strong fundamentals with 29.2% net margins and 40.69% ROE, while Q1 2026 earnings beat expectations. Analysts maintain a bullish consensus with a $311.07 price target. Recent news highlights the Norfolk Southern merger progress and upcoming Q2 earnings, with institutional buying supporting positive sentiment despite regulatory and legal overhangs.
Outlook remains positive given earnings momentum and operational efficiency, but risks include merger regulatory scrutiny, pending class action litigation, and cyclical freight demand. The stock offers value near consensus targets with dividend growth, though investors should weigh execution risks against solid profitability trends.
Trailing returns across standard periods
Latest headlines on both assets
Matson, Inc. is an American shipping and logistics company primarily operating in the Pacific. The company provides ocean transportation services, including container, automobile, and general cargo, particularly between the U.S. West Coast, Hawaii, Alaska, and Guam. Matson also offers logistics services, including warehousing, less-than-container load (LCL) consolidation, and supply chain management, making it a critical service provider for businesses operating across the Pacific region.
Read more on MATX →Omaha, Nebraska-based Union Pacific is the largest public railroad in North America. Operating on more than 30,000 miles of track in the western two thirds of the U.S., UP generated roughly $22 billion of revenue in 2021 by hauling coal, industrial products, intermodal containers, agriculture goods, chemicals, and automotive goods. UP owns about one fourth of Mexican railroad Ferromex and derives about 10% of its revenue hauling freight to and from Mexico.
Read more on UNP →