Masco Corporation (MAS)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Masco Corporation (MAS) trades at $82.77 with AI Score 86/100 (Grade A+). Masco Corporation is a global leader in the design, manufacture, and distribution of home improvement and building products. Market cap: $16.70B, Sector: Industrials.
Price live · AI analysis from May 9, 2026MAS stock analysis for 2026: Analysts have set a consensus price target of $78.33 for Masco Corporation, suggesting 5.4% downside from the current price of $82.77. The AI MoonshotScore is 86/100, indicating a strong bullish outlook. Key factors: analyst coverage, AI-driven quantitative scoring.
MAS: 1/1 perspectives are bullish.
How is this calculated? →Masco Corporation (MAS) Industrial Operations Profile
Masco Corporation, established in 1929, is a prominent player in the home improvement and building products industry, offering a wide range of plumbing and decorative architectural products. With a global presence and a diverse brand portfolio, Masco serves plumbing wholesalers, home centers, and retailers, maintaining a competitive edge through established brands and distribution networks.
What Is the Investment Thesis for MAS?
Masco Corporation presents a notable research candidate due to its established market position, diverse product portfolio, and strong distribution network. With a market capitalization of $16.70B and a P/E ratio of 15.1, Masco demonstrates financial stability and profitability, supported by a healthy profit margin of 10.9% and a gross margin of 35.4%. The company's free cash flow of $0.69 billion provides flexibility for strategic investments and shareholder returns, evidenced by a dividend yield of 1.74%. Key growth catalysts include expansion in the repair and remodel market and strategic acquisitions to enhance product offerings. Potential risks include fluctuations in housing market activity and raw material price volatility. Masco's beta of 1.29 indicates moderate volatility relative to the market.
Based on FMP financials and quantitative analysis
MAS Key Highlights
- Market Cap of $16.70B reflects Masco's significant presence in the home improvement and building products industry.
- P/E Ratio of 15.1 indicates a reasonable valuation compared to earnings.
- Profit Margin of 10.9% demonstrates efficient operations and profitability.
- Gross Margin of 35.4% highlights Masco's ability to manage production costs effectively.
- Dividend Yield of 1.74% provides a steady income stream for investors.
Who Are MAS's Competitors?
MAS is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| MLI Mueller Industries, Inc. | $56.50 | -1.60% | $12.49B | 98 |
| CSL Carlisle Companies Incorporated | $366.73 | +1.63% | $14.84B | 88 |
| BLD TopBuild Corp. | $354.25 | -1.53% | $9.97B | 59 |
| CSRLF CSR Limited | $5.75 | -2.13% | $2.74B | 58 |
| PHOE Phoenix Asia Holdings Limited Ordinary Shares | $17.80 | +1.37% | $384.48M | 55 |
| NX Quanex Building Products Corporation | $17.08 | -5.01% | $784.45M | 54 |
| RKWAF Rockwool A/S | $34.70 | +0.00% | $7.17B | 54 |
| JCI Johnson Controls International plc | $140.76 | -2.79% | $85.88B | 53 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are MAS's Key Strengths?
- Strong brand portfolio with recognized brands like DELTA, BEHR, and KILZ.
- Extensive distribution network across North America, Europe, and internationally.
- Diversified product offerings spanning plumbing and decorative architectural products.
- Established relationships with key retailers and wholesalers.
What Are MAS's Weaknesses?
- Exposure to cyclical housing market trends.
- Dependence on raw material prices, which can fluctuate.
- Competition from both large and small players in the industry.
- Potential impact from changing consumer preferences and technological advancements.
What Could Drive MAS Stock Higher?
- Continued expansion in the repair and remodel market, driven by aging housing stock and increased homeowner investments.
- Strategic acquisitions to expand product portfolio and market reach.
- Product innovation focusing on sustainable and technologically advanced solutions.
- Potential infrastructure spending initiatives that could boost demand for building products.
What Are the Key Risks for MAS?
- Economic downturns and housing market slowdowns could negatively impact demand for Masco's products.
- Increased competition from new entrants and existing players could erode market share.
- Raw material price volatility and supply chain disruptions could impact profitability.
- Changes in building codes and regulations could require costly product modifications.
What Are the Growth Opportunities for MAS?
- Growth opportunity 1: Expansion in the Repair and Remodel Market: Masco can capitalize on the growing repair and remodel market, driven by aging housing stock and increased homeowner investments. The market is estimated to reach $400 billion by 2028, offering significant growth potential. Masco's strong brand recognition and distribution network provide a competitive advantage in capturing this market share. The company can further enhance its position by introducing innovative products and solutions tailored to the needs of remodelers and homeowners.
- Growth opportunity 2: Strategic Acquisitions: Masco can pursue strategic acquisitions to expand its product portfolio and market reach. By acquiring companies with complementary products or technologies, Masco can strengthen its competitive position and accelerate growth. The company has a history of successful acquisitions, and its strong financial position allows it to continue pursuing this strategy. Potential acquisition targets include companies in the smart home technology and sustainable building products sectors.
- Growth opportunity 3: Product Innovation: Masco can drive growth through product innovation, focusing on developing new and improved products that meet the evolving needs of its customers. The company can invest in research and development to create innovative solutions in areas such as water conservation, energy efficiency, and smart home integration. By introducing differentiated products, Masco can command premium pricing and gain market share. The company's BEHR brand has been successful with new paint technologies.
- Growth opportunity 4: International Expansion: Masco can expand its presence in international markets, particularly in developing regions with growing construction and home improvement sectors. By leveraging its existing brands and distribution network, Masco can enter new markets and capitalize on global growth opportunities. The company can also adapt its products and marketing strategies to meet the specific needs of local markets. Europe and Asia present significant opportunities for expansion.
- Growth opportunity 5: Enhanced Digital Presence: Masco can enhance its digital presence to improve customer engagement and drive online sales. The company can invest in e-commerce platforms, digital marketing campaigns, and online product configurators to reach a wider audience and provide a seamless customer experience. By leveraging data analytics, Masco can personalize its marketing efforts and optimize its product offerings. The company's online sales channels are expected to grow significantly in the coming years.
What Opportunities Does MAS Have?
- Expansion in the repair and remodel market.
- Strategic acquisitions to expand product portfolio and market reach.
- Product innovation focusing on sustainable and technologically advanced solutions.
- International expansion in developing regions.
What Threats Does MAS Face?
- Economic downturns and housing market slowdowns.
- Increased competition from new entrants and existing players.
- Raw material price volatility and supply chain disruptions.
- Changes in building codes and regulations.
What Are MAS's Competitive Advantages?
- Strong brand recognition across its portfolio of brands.
- Extensive distribution network reaching various customer segments.
- Diversified product portfolio spanning plumbing and decorative architectural products.
- Established relationships with key retailers and wholesalers.
What Does MAS Do?
Masco Corporation, founded in 1929 and headquartered in Livonia, Michigan, is a global leader in the design, manufacture, and distribution of home improvement and building products. The company operates through two primary segments: Plumbing Products and Decorative Architectural Products. The Plumbing Products segment offers a comprehensive range of faucets, showerheads, valves, and related accessories under brands like DELTA, BRIZO, and HANSGROHE. This segment also includes bathing units, sinks, toilets, and plumbing system components. The Decorative Architectural Products segment provides paints, primers, coatings, and paint applicators under the BEHR and KILZ brands, as well as cabinet and door hardware, lighting fixtures, and related accessories under brands like LIBERTY and KICHLER. Masco distributes its products through plumbing wholesalers, home centers, online retailers, hardware stores, and other mass merchandisers. With a history spanning nearly a century, Masco has evolved into a diversified manufacturer and distributor, adapting to changing market demands and expanding its product offerings through strategic acquisitions and organic growth. The company's global presence extends across North America, Europe, and other international markets, allowing it to serve a broad customer base and capitalize on diverse growth opportunities.
What Products and Services Does MAS Offer?
- Designs, manufactures, and distributes home improvement and building products.
- Offers a wide range of plumbing products, including faucets, showerheads, and valves.
- Provides decorative architectural products, such as paints, primers, and coatings.
- Sells cabinet and door hardware, lighting fixtures, and related accessories.
- Distributes products through plumbing wholesalers, home centers, and online retailers.
- Operates in North America, Europe, and internationally.
How Does MAS Make Money?
- Manufactures and sells plumbing products under brands like DELTA and HANSGROHE.
- Manufactures and sells decorative architectural products under brands like BEHR and KILZ.
- Distributes products through various channels, including wholesalers and retailers.
- Generates revenue from product sales and related services.
What Industry Does MAS Operate In?
Masco Corporation operates within the construction and home improvement industry, which is influenced by factors such as housing market trends, interest rates, and consumer spending. The industry is characterized by a mix of large, established players and smaller, specialized companies. Masco competes with companies like MLI: Mueller Industries, Inc. and BLD: TopBuild Corp., focusing on both plumbing products and decorative architectural products. The industry is currently experiencing growth driven by increased home renovation activity and new construction projects, with market trends favoring sustainable and technologically advanced products.
Who Are MAS's Key Customers?
- Plumbing, heating, and hardware wholesalers
- Home centers and online retailers
- Hardware stores
- Electrical and landscape distributors
P/E 15.1Key Financial Metrics
Return on assets is 16.0%, showing how much profit it generates from its asset base. MAS trades at a trailing price-to-earnings ratio of 15.07, below the Industrials sector average of ~30x. Its free cash flow yield is 5.7%, a gauge of the cash the business throws off relative to its market value. A current ratio of 1.75 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is 5.0%, the inverse of the P/E and a quick read on earnings relative to price.
How Masco Corporation Is Valued
Masco Corporation carries a market capitalization of $16.70B, placing it in the large-cap category. Relative to its peer group, MAS's quantitative score of 86/100 is above the peer average of 72/100.
F-Score 7/9Financial Health
Masco Corporation's Piotroski F-Score is 7/9, a 9-point checklist of profitability, leverage and efficiency — signaling solid underlying fundamentals. Its Altman Z-Score of 4.29 places it in the safe zone, indicating low near-term bankruptcy risk.
FY2026 estForward Outlook
Wall Street analysts project Masco Corporation revenue of about $7.77B for fiscal 2026, with EPS near $4.28. The estimate reflects 14 contributing analysts.
MAS Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2025
Bull Case vs Bear Case
Bull Case
- Recent insider buying suggests confidence in Masco's future performance, signaling potential undervaluation.
- The community is buzzing about Masco's strong brand recognition and reputation for quality products in the home improvement sector.
- Positive chatter suggests Masco is effectively navigating supply chain challenges, which could translate to improved profitability.
- There's a growing perception that Masco is well-positioned to benefit from the ongoing strength in the housing market.
Bear Case
- Some insiders may be selling shares for personal reasons unrelated to the company's outlook, creating misleading signals.
- Community concerns exist regarding potential margin compression due to rising raw material costs, impacting profitability.
- Negative sentiment is emerging around Masco's ability to maintain its competitive edge against newer, disruptive players in the market.
- There's a growing unease that a potential slowdown in the housing market could negatively impact Masco's revenue growth.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · April 2026
From the Earnings Call
“Plumbing sales increased 9% in the first quarter or 7%, excluding the favorable impact of currency. While this growth was primarily driven by pricing actions, which increased sales by 6%, our performance was better than expected, driven by volume, which was up slightly in the quarter.”
— Richard Westenberg, Vice President and Chief Financial Officer
“Finally, as John mentioned earlier, we are maintaining our 2026 EPS estimate of $4.10 to $4.30 per share.”
— Richard Westenberg, Vice President and Chief Financial Officer
MAS Q1 FY2026 earnings call transcript · 2026-04-22
MAS Latest News
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Is Argan (AGX) Stock Outpacing Its Construction Peers This Year?
Yahoo! Finance: MAS News · Jun 10, 2026
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Is Analyst Support For Masco’s Data‑Driven Margin Push (MAS) Altering Its Investment Case?
Yahoo! Finance: MAS News · Jun 1, 2026
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Goldman Sachs Keeps Buy Rating on Masco (MAS) Stock
Yahoo! Finance: MAS News · May 31, 2026
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Is FGI's Brands, Products and Channels Strategy Starting to Pay Off?
Yahoo! Finance: MAS News · May 29, 2026
MAS Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for MAS.
Price Targets
Consensus target: $78.33
MAS MoonshotScore
What does this score mean?
The MoonshotScore rates MAS's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Latest News
Is Argan (AGX) Stock Outpacing Its Construction Peers This Year?
Is Analyst Support For Masco’s Data‑Driven Margin Push (MAS) Altering Its Investment Case?
Goldman Sachs Keeps Buy Rating on Masco (MAS) Stock
Is FGI's Brands, Products and Channels Strategy Starting to Pay Off?
Leadership: Jonathon J. Nudi
CEO
Jonathon J. Nudi serves as the Chief Executive Officer of Masco Corporation, bringing extensive experience in the building products industry. Prior to his appointment as CEO, Nudi held various leadership positions within Masco, including Group President, where he oversaw several of the company's key business units. His career at Masco has spanned over two decades, during which he has demonstrated a strong track record of driving growth and improving operational efficiency. Nudi's expertise lies in strategic planning, product development, and market expansion.
Track Record: Under Jonathon J. Nudi's leadership, Masco Corporation has focused on strategic initiatives to enhance its market position and drive shareholder value. Key achievements include the successful integration of acquired businesses, the introduction of innovative products, and the expansion of the company's digital presence. Nudi has also prioritized sustainability and corporate responsibility, implementing initiatives to reduce Masco's environmental footprint and promote ethical business practices. He manages 18,000 employees.
Masco Corporation Industrials Stock: Key Questions Answered
What does Masco Corporation do?
Masco Corporation is a global leader in the design, manufacture, and distribution of home improvement and building products. The company operates through its Plumbing Products and Decorative Architectural Products segments. The Plumbing Products segment offers faucets, showerheads, valves, and related accessories under brands like DELTA and HANSGROHE. The Decorative Architectural Products segment provides paints, primers, coatings, and paint applicators under brands like BEHR and KILZ. Masco distributes its products through plumbing wholesalers, home centers, online retailers, and other mass merchandisers, serving customers in North America, Europe, and internationally.
What do analysts say about MAS stock?
Analysts generally view Masco Corporation as a stable and well-managed company with a strong market position. Key valuation metrics, such as the P/E ratio of 15.1, suggest a reasonable valuation compared to earnings. Growth considerations include the company's ability to capitalize on the repair and remodel market, expand its product portfolio through strategic acquisitions, and drive innovation in sustainable and technologically advanced solutions. Analyst consensus typically reflects expectations for steady growth and consistent profitability, while acknowledging potential risks related to economic cycles and raw material prices. There are no strong buy or sell recommendations.
What are the main risks for MAS?
The main risks for Masco Corporation include economic downturns and housing market slowdowns, which could negatively impact demand for its products. Increased competition from new entrants and existing players could erode market share. Raw material price volatility and supply chain disruptions could impact profitability. Changes in building codes and regulations could require costly product modifications. Additionally, shifts in consumer preferences and technological advancements could necessitate investments in new product development and marketing strategies. These risks are inherent in the construction and home improvement industry and require careful monitoring and mitigation.
How does Masco Corporation compare to competitors in its industry?
Masco Corporation competes with companies like MLI: Mueller Industries, Inc. and BLD: TopBuild Corp. in the construction and home improvement industry. Masco differentiates itself through its diversified product portfolio, spanning both plumbing and decorative architectural products, and its strong brand recognition across its portfolio of brands like DELTA, BEHR, and KILZ. While some competitors may focus on specific product categories or geographic regions, Masco's broad product offerings and extensive distribution network provide a competitive advantage. The company's strategic focus on innovation and sustainability also sets it apart from some competitors.
What are the key financial metrics investors watch for MAS?
Investors typically monitor several key financial metrics for Masco Corporation, including revenue growth, profit margin, gross margin, free cash flow, and return on invested capital (ROIC). Revenue growth indicates the company's ability to increase sales and expand its market share. Profit margin and gross margin reflect the efficiency of its operations and its ability to manage costs. Free cash flow provides flexibility for strategic investments and shareholder returns. ROIC measures the company's ability to generate returns from its investments. Additionally, investors may consider the company's debt levels and dividend yield as indicators of financial stability and shareholder value.
What are the key factors to evaluate for MAS?
Masco Corporation (MAS) holds an AI score of 86/100 (high). P/E: 15.1x vs the S&P 500's ~20-25x. Analysts target $78.33 (-5%). Not financial advice.
How frequently does MAS data refresh on this page?
MAS prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven MAS's recent stock price performance?
Masco Corporation (MAS) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Strong brand portfolio with recognized brands like DELTA, BEHR, and KILZ. See the News tab for the latest drivers. Past performance does not predict future results.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- Information is based on available data as of 2026-05-09.
- Financial data is subject to change based on market conditions and company performance.