What is the long-term trend for Matthews International's cash surrender value of life insurance policies?

Over 5 years (2020 to 2025), Matthews International's cash surrender value of life insurance policies has grown at a 2.5% compound annual growth rate (CAGR), from $4.62M to $5.24M.

Matthews International MATW Cash surrender value of life insurance policies

Cash surrender value of life insurance policies at other companies

OGS

ONE GASOGS

$45.4M+8.9%

Korn FerryKFY

$289.06M+14.4%

Distribution Solutions Group, Inc.DSGR

$21.42M+8.6%

International BancsharesIBOC

$311.73M+2.2%

First Merchants CorporationFRME

$371.24M+21.8%

Trico BancsharesTCBK

$138.07M+2.5%

Other financials

Income statement

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Revenue$258.6M-39.5%

Gross profit$102.0M-29.2%

Operating income-$3.2M-153%

Net income-$21.8M-145%

EPS (diluted)-$0.69-138%

Balance sheet

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Cash & equivalents$36.1M-10.3%

Total debt$662.1M-26.6%

Total equity$512.2M+25.5%

Total assets$1.5B-16.2%

Cash flow

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Operating cash flow-$15.4M—

CapEx$4.0M-53.7%

Free cash flow-$19.5M-708%

Valuation

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Market cap$821.56M+26.0%

Enterprise value$1.45B-4.4%

P/E84.6×—

P/S0.7×+0.3×

Profitability

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Gross margin36.3%+5.8pp

Operating margin2.3%-1.2pp

Net margin0.8%+0.4pp

FCF margin-8.3%-8.8pp

Returns & leverage

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Return on equity2.1%+1.1pp

Debt / equity1.3×-0.9×

Current ratio1.6×0.0×

Where this comes from

Reported directly by Matthews International in its filing.

Tagged under the XBRL concept us-gaap:CashSurrenderValueOfLifeInsurance.

The official record: Matthews International’s 10-Q, filed May 1, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Matthews International's cash surrender value of life insurance policies?: Matthews International (MATW) reported cash surrender value of life insurance policies of $4.13M in Q1 2026.
How has Matthews International's cash surrender value of life insurance policies changed year-over-year?: Matthews International's cash surrender value of life insurance policies decreased by 19.3% year-over-year, from $5.12M to $4.13M.
What is the long-term trend for Matthews International's cash surrender value of life insurance policies?: Over 5 years (2020 to 2025), Matthews International's cash surrender value of life insurance policies has grown at a 2.5% compound annual growth rate (CAGR), from $4.62M to $5.24M.