Matthews International (MATW) Invested Capital (2009 - 2026)
Matthews International (MATW) posted Invested Capital of $1.05 billion for fiscal Q3 2026 (quarter ended Jun 30, 2026), down 13.4% from $1.22 billion a year earlier and down 3.5% from the prior quarter.
Matthews International (MATW) Invested Capital (2009 - 2026) Analysis & Trends
For FY2025 (ended Sep 30, 2025), Matthews International's Invested Capital came in at $1.19 billion, down 1.8% from FY2024.
- Annual Invested Capital shows a five-year compound annual growth rate of -3.8% (FY2020 to FY2025).
- In prior fiscal years, Matthews International's Invested Capital was $1.21 billion in FY2024 (-7.7%), $1.32 billion in FY2023 (+2.3%), $1.29 billion in FY2022 (-8.2%) and $1.4 billion in FY2021 (-3.2%).
- The fiscal Q3 2026 figure stands as the lowest quarterly Invested Capital since fiscal Q3 2014.
- On a year-over-year basis, Invested Capital has declined in each of the last eight quarters, with an average decline of 9.3% over the last eight quarters.
- The strongest year-over-year quarter for Invested Capital in the past five years was fiscal Q2 2024, with growth of 4.8%; the weakest was fiscal Q3 2026, with a decline of 13.4%.
- According to Business Quant data, Invested Capital for the three prior fiscal quarters was $1.09 billion (Q2 2026), $1.08 billion (Q1 2026) and $1.19 billion (Q4 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Service Corp International | 10.40 Bn | 9.40 Bn | 273.50 Mn | 6.84 Bn |
| 2 | New Oriental Education & Technology | 8.60 Bn | -6.17 Bn | 812.22 Mn | - |
| 3 | Laureate Education | 5.26 Bn | 4.55 Bn | 237.67 Mn | 1.36 Bn |
| 4 | Graham Holdings | 4.84 Bn | -29.42 Mn | 392.03 Mn | 5.70 Bn |
| 5 | Covista | 4.16 Bn | 3.29 Bn | 284.63 Mn | 2.11 Bn |
| 6 | Valvoline | 3.85 Bn | 3.56 Bn | 214.90 Mn | 2.02 Bn |
| 7 | Stride | 3.23 Bn | 123.52 Mn | 217.28 Mn | 2.05 Bn |
| 8 | Bright Horizons Family Solutions | 3.14 Bn | 2.59 Bn | 188.96 Mn | 2.22 Bn |
| 9 | TAL Education | 2.30 Bn | -11.64 Bn | 438.20 Mn | - |
| 10 | Matthews International | 598.98 Mn | 461.50 Mn | 88.19 Mn | 1.05 Bn |
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 1.05 Bn |
| Mar 31, 2026 | 1.09 Bn |
| Dec 31, 2025 | 1.08 Bn |
| Sep 30, 2025 | 1.19 Bn |
| Jun 30, 2025 | 1.22 Bn |
| Mar 31, 2025 | 1.23 Bn |
| Dec 31, 2024 | 1.22 Bn |
| Sep 30, 2024 | 1.21 Bn |
| Jun 30, 2024 | 1.33 Bn |
| Mar 31, 2024 | 1.35 Bn |
| Dec 31, 2023 | 1.37 Bn |
| Sep 30, 2023 | 1.32 Bn |
| Jun 30, 2023 | 1.30 Bn |
| Mar 31, 2023 | 1.29 Bn |
| Dec 31, 2022 | 1.34 Bn |
| Sep 30, 2022 | 1.29 Bn |
| Jun 30, 2022 | 1.37 Bn |
| Mar 31, 2022 | 1.38 Bn |
| Dec 31, 2021 | 1.48 Bn |
| Sep 30, 2021 | 1.40 Bn |
Matthews International Invested Capital API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=invested-capital&ticker=MATW&period=max&api_key=YOUR_API_KEY
import requests
url = "https://data.businessquant.com/historic"
params = {"slug": "invested-capital", "ticker": "MATW", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()
const res = await fetch("https://data.businessquant.com/historic?slug=invested-capital&ticker=MATW&period=max&api_key=YOUR_API_KEY");
const data = await res.json();