Masco Corporation (MAS) Stock Analysis
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 $75.25 with AI Score 89/100 (Grade A+). Masco Corporation is a global leader in the design, manufacture, and distribution of home improvement and building products. Market cap: $14.8B, Sector: Industrials.
Price as of Aug 20, 2026 · Last analyzed: May 9, 2026MAS stock analysis for 2026: Analysts have set a consensus price target of $78.33 for Masco Corporation, suggesting 4.1% upside from the current price of $75.25. The AI MoonshotScore is 89/100, indicating a strong bullish outlook. Key factors: analyst coverage, AI-driven quantitative scoring.
MAS: 3/3 scored disciplines lean bullish. Dominant signal: Izzy Englander bullish.
How is this calculated? →Why this analysis is different
- A sector-relative MoonshotScore — five pillars (business quality, financial safety, valuation, growth durability, momentum) re-ranked nightly against the full universe of US-listed common stocks.
- An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
- Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.
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 $14.8B and a P/E ratio of 19.9, 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 $14.8B reflects Masco's significant presence in the home improvement and building products industry.
- P/E Ratio of 19.9 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. | $62.73 | -2.71% | $13.9B | 81 |
| CSL Carlisle Companies Incorporated | $365.63 | +2.96% | $14.8B | 80 |
| BLD TopBuild Corp. | $354.53 | -1.45% | $9.94B | 59 |
| BLHWF BELIMO Holding AG | $1200.00 | +0.00% | $14.8B | 48 |
| LII Lennox International Inc. | $419.34 | +2.02% | $14.5B | 76 |
| OC Owens Corning | $151.23 | +0.41% | $12.2B | 50 |
| WMS Advanced Drainage Systems, Inc. | $146.41 | +1.60% | $11.2B | 72 |
| KGSPF Kingspan Group plc | $115.95 | -0.50% | $20.9B | 46 |
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?
MAS catalyst: 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?
Insider selling — insiders were net sellers of roughly $2.7M recently.
- 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 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
How Masco Corporation Is Valued
Masco Corporation carries a market capitalization of $14.8B, placing it in the large-cap category. Relative to its peer group, MAS's quantitative score of 89/100 is above the peer average of 69/100.
Company Profile
Masco Corporation operates in the Construction Materials industry within the Basic Materials sector. It is headquartered in Livonia, US. The company is led by CEO Jonathon J. Nudi. MAS has traded publicly since 1980.
Key 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 19.93, below the Industrials sector average of ~32x. 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.
Financial 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 3.90 places it in the safe zone, indicating low near-term bankruptcy risk.
Forward Outlook
Wall Street analysts project Masco Corporation revenue of about $7.65B for fiscal 2026, with EPS near $4.53. The estimate reflects 14 contributing analysts.
Insider Activity
Over the past six months, Masco Corporation insiders filed 20 SEC Form 4 transactions — 11 sales and 9 purchases. On net that is roughly 16K shares disposed (about $2.7M), a signal worth weighing alongside the fundamentals.
MAS Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2025
Bull Case vs Bear Case
Bull Case
- 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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Nvidia backing $105 billion in financing for OpenAI data center in Ohio
CNBC · Aug 17, 2026
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Stocks Slip as Oil and Treasury Yields Rise | Closing Bell
Bloomberg · Aug 17, 2026
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Disney's new parks boss outlines investment strategy, with superfans at the fore
CNBC · Aug 17, 2026
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Yahoo! Finance: MAS News · Aug 17, 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 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
Latest News
Nvidia backing $105 billion in financing for OpenAI data center in Ohio
Stocks Slip as Oil and Treasury Yields Rise | Closing Bell
Disney's new parks boss outlines investment strategy, with superfans at the fore
URI Drives 90%+ of Growth Organically: Is M&A Still a Key Catalyst?
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 the AI Score mean for MAS?
MAS holds an AI Score of 89/100 (Grade: A+). This is an educational research signal, not a buy or sell recommendation. 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 …
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.
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 19.9, suggest a reasonable valuation compared to earnings.
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.
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.
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.
What are the key factors to evaluate for MAS?
Masco Corporation (MAS) holds an AI score of 89/100 (high). P/E: 19.9x vs the S&P 500's ~20-25x. Analysts target $78.33 (+4%). Not financial advice.
How frequently does MAS data refresh on this page?
MAS's price was last updated on Aug 20, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates 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.