Masco Corporation MAS

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Insider Decisions

Total sells 5.12
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy
Sell 2 1
Insider Ownership 1.24%

Capital & Financial Ratios

Market Cap 13,490.00
Revenue 7,620.00
Net Income 957.00
Free Cash Flow 1,140.00
Net Debt 2,697.00
Current Ratio 1.86
Debt/Equity (27.50)
P/E ratio 15.57
P/S ratio 1.77
P/B ratio 0.00
Past 5Y EPS Growth 11.37%
This Y EPS Growth 14.39%
Next Y EPS Growth 2.70%
Next 5Y EPS Growth 8.90%
in millions of $

Dividends

Payout Ratio 0.32
Annual Dividend Rate 1.14
Annual Dividend Yield 1.60%
total individual payouts
2028 ‡‡‡‡‡
2027 ‡‡‡‡
2026 1.28
2025 1.24
2024 1.16
2023 1.14
2022 1.12
2021 0.85
2020 0.68
2019 0.50
2018 0.44
2017 0.41
2016 0.39
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 634.00 634.00 647.00 548.00
Receivables 1,090.00 1,035.00 1,028.00 1,342.00
Inventory 1,022.00 938.00 1,046.00 1,060.00
Other
2,856.00 2,730.00 2,840.00 3,069.00
2023 2024 2025 Q'26
Payables 840.00 789.00 810.00 890.00
ST’ Debt
Other
1,695.00 1,560.00 1,573.00 1,646.00
in millions of $

Compound Annual Growth

10y 5y 3y
Sales ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Cash Flow ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Earnings ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Book Value ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡

Revenue

Mar Jun Sep Dec Year
’26 1,918.00 1,992.00
’25 1,801.00 2,051.00 1,917.00 1,793.00 7,562.00
’24 1,926.00 2,091.00 1,983.00 1,828.00 7,828.00
’23 1,979.00 2,127.00 1,979.00 1,882.00 7,967.00
’22 2,201.00 2,352.00 2,204.00 1,923.00 8,680.00
’21 1,970.00 2,179.00 2,204.00 2,022.00 8,375.00
’20 1,581.00 1,764.00 1,983.00 1,860.00 7,188.00
in millions of $

Operating Cash Flow

Mar Jun Sep Dec Year
’26 (79.00) 496.00
’25 (158.00) 306.00 456.00 418.00 1,022.00
’24 (94.00) 346.00 416.00 407.00 1,075.00
’23 33.00 415.00 480.00 485.00 1,413.00
’22 (227.00) 401.00 346.00 320.00 840.00
’21 (89.00) 328.00 356.00 335.00 930.00
’20 (92.00) 382.00 283.00 380.00 953.00
in millions of $

Free Cash Flow

Mar Jun Sep Dec Year
’26 (113.00) 453.00
’25 (190.00) 270.00 415.00 385.00 880.00
’24 (125.00) 303.00 378.00 352.00 908.00
’23 (28.00) 343.00 432.00 426.00 1,173.00
’22 (254.00) 358.00 279.00 233.00 616.00
’21 (119.00) 305.00 327.00 289.00 802.00
’20 (116.00) 361.00 256.00 339.00 840.00
in millions of $

EPS

Mar Jun Sep Dec Year
’26 1.05 1.60
’25 0.87 1.28 0.90 0.80 3.86
’24 0.97 1.17 0.77 0.85 3.76
’23 0.90 1.16 1.10 0.85 4.02
’22 0.97 1.19 0.97 0.51 3.63
’21 0.34 (0.14) 0.89 0.55 1.62
’20 1.92 0.85 1.05 0.74 4.59

Target Price Range

High ‡‡‡‡‡ ‡‡‡‡
Average ‡‡‡‡‡ ‡‡‡‡
Low ‡‡‡‡‡ ‡‡‡‡

Recommendation Rating

2.5
1Buy 2 3Hold 4 5Sell
Powerpack only forecast
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 42.33 46.69 63.60 56.55
Low Price
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 71.06 69.66 86.70 82.18
High Price
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 19,000 18,000 18,000 18,000
Employees
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.46 0.44 0.43 0.42
Revenue/Emp
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 8,680.00 7,967.00 7,828.00 7,562.00 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Revenue
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 31.26% 35.60% 36.17% 35.43%
Gross Margin
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1,193.00 1,238.00 1,161.00 1,135.00
EBT
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 13.74% 15.54% 14.83% 15.01% ‡‡‡ ‡‡‡ ‡‡‡
EBT Margin
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 905.00 960.00 874.00 858.00 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Net Income
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 145.00 149.00 150.00 148.00
Depreciation
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 37.58 35.41 35.91 36.18 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Revenue/Sh
‡‡‡‡ ‡‡‡‡ ‡‡‡‡ ‡‡‡‡ ‡‡‡‡ ‡‡‡‡ 3.63 4.02 3.76 3.86 ‡‡‡‡‡ ‡‡‡‡ ‡‡‡‡‡
Earnings/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 3.64 6.28 4.93 4.89
Cash Flow/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (0.97) (1.07) (0.77) (0.68) ‡‡‡ ‡‡‡ ‡‡‡
Capex/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 2.67 5.21 4.17 4.21
Free CF/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (1.13) 0.44 (0.24) 0.36
Book Value/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 231.00 225.00 218.00 209.00 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Shares
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 13.03 16.60 19.30 16.48 ‡‡‡‡ ‡‡‡‡ ‡‡‡‡
PE Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1.26 1.88 2.02 1.75 ‡‡‡ ‡‡‡ ‡‡‡
PS Ratio
‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.00 152.84 0.00 176.84 ‡‡‡ ‡‡‡ ‡‡‡
PB Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1.58 2.18 2.32 2.07 ‡‡‡‡ ‡‡‡‡ ‡‡‡‡
EV/Sales
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 22.23 14.80 20.04 17.76
EV/FCF
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 840.00 1,413.00 1,075.00 1,022.00 ‡‡‡ ‡‡‡ ‡‡‡
Op' Cash Flow
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (224.00) (240.00) (167.00) (142.00) ‡‡‡‡‡ ‡‡‡‡‡
Capex
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 616.00 1,173.00 908.00 880.00
FCF
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1,057.00 1,161.00 1,170.00 1,267.00
Working Cap'
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 3,190.00 2,945.00 2,945.00 2,945.00
Total Debt
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 2,738.00 2,311.00 2,311.00 2,298.00
Net Debt
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (262.00) 98.00 (53.00) 76.00
Sh' Equity
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 15.68% 17.21% 15.84% 15.86%
ROA
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 32.74% 34.97% 37.73% 32.86%
ROIC
‡‡‡‡‡ ‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (819.42%) (1,107.32%) 3,653.33% 7,363.64%
ROE
predictions in italic, sparklines do not include predictions

Analyst Commentary (Summary)

Masco Corporation (MAS), a resilient player in home improvement products like Delta faucets and Behr paints, has streamlined into a leaner operator, slashing headcount 48% since 2016 while boosting revenue per employee 48%. This efficiency has sustained strong profitability through housing cycles—EBT margins holding 12-15%, ROIC at 33-38%, and robust free cash flow funding aggressive share repurchases that cut shares outstanding 38% and amplified per-share metrics. Even as revenues peaked at $8.68 billion in 2022 before softening to $7.83 billion in 2024 amid high rates and cooling demand, Masco’s balance sheet remains manageable with net debt at 2.1x EV/sales, though volatile equity from buybacks warrants caution.

Looking ahead, analysts forecast a near-term revenue dip to $7.56 billion in 2025 before a V-shaped rebound to $8.29 billion by 2028, driven by rate cuts and remodel demand (80% of sales). EPS could climb 38% to $5.20 with forward P/E compressing to 14.6x, suggesting undervaluation, supported by steady dividends and FCF buffers. However, recent insider selling totaling $8.2 million, softening housing starts, sticky inflation, and labor shortages signal tempered confidence—no buys in sight.

For risk-averse investors eyeing steady compounders, Masco offers hold-with-upside potential in a choppy market, but watch housing data and insider flows closely; execution amid cyclical headwinds will determine if margins and buybacks deliver rerating or stagnation.

Masco Corporation (MAS) Latest News

News by impact score

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21 Sep

3 Insider Monkey, 1:30 AM

Masco Corp named Yaron Ben David as Chief Technology and AI Officer, reporting to CEO Jon Nudi, consolidating technology, data, AI, and cyber under one executive to spread ideas across its brands. Ben David, a cyber-intelligence veteran who led AI and digital initiatives at Standard Industries and previously served in Unit 8200, will seek to accelerate tech-driven improvements across Masco’s portfolio. In Q2, Masco's sales fell 3% to $1.992 billion, with North America down 5% in local currency, yet gross margin rose 600 basis points to 43.6% and operating profit increased 14% to $470 million. Shareholder returns totaled $454 million via dividends and buybacks, and international demand rose 4% locally. A net tariff refund of about $95 million boosted quarterly results, contributing to an expected full-year refund of roughly $85 million that supports the 2026 EPS target of $4.40–$4.60. The role's impact remains unclear. AI leadership is intended to unlock cross-brand growth, but near-term profits are driven by tariff refunds rather than underlying sales strength.

15 Sep

3 , 10:16 AM

Masco Corporation (MAS) saw performance lift in Q2 from strong volume growth and maintained pricing. Strong volume growth and intact pricing in Q2 signal improved operational results likely to support moderate gains in financial performance and investor sentiment.

3 , 9:00 AM

Masco Corporation appoints Yaron Ben David as Chief Technology and AI Officer. New AI executive role targets innovation in operations and products.

17 Aug

3 , 12:10 PM

URI drives over 90% of growth organically, raising questions whether M&A remains a key catalyst. Emphasis on organic growth from URI signals potential strategic shift away from M&A for Masco.

13 Aug

3 , 12:45 PM

Masco reports Q2 earnings, prompting buy, sell or hold analysis for the stock amid operational and market updates. Q2 earnings results and related analysis may moderately influence Masco financial performance and investor sentiment.

7 Aug

3 transcript www.fool.com, 8:17 PM

Masco Corporation held its Q2 2026 earnings call. Quarterly earnings calls deliver financial results and guidance that can shift near-term investor views.

31 Jul

3 , 12:10 PM

Masco Corporation reported higher earnings, supported by pricing actions and tariff refunds that lifted 2026 margins. Earnings growth and margin gains from pricing plus tariff refunds improve Masco financial performance.

30 Jul

3 , 7:11 PM

Masco missed revenue targets but raised EPS guidance, leading to questions on whether the stock remains undervalued. Revenue miss offset by higher EPS guidance affects near-term financial outlook and valuation.

29 Jul

3 transcript , 3:04 PM

Masco Corp posted strong profit growth for Q2 2026 while sales faced ongoing challenges. Mixed Q2 results with profit gains offset by sales weakness point to moderate influence on financial outlook and sentiment.

3 www.marketbeat.com, 9:04 AM

Masco Corporation presented Q2 earnings call highlights covering financial results, operational updates and outlook. Quarterly earnings data can shift near-term investor views and valuations but rarely alters long-term company trajectory.

3 , 7:39 AM

Masco (MAS) posted Q2 CY2026 sales below analyst estimates. Quarterly sales miss versus estimates typically weighs on near-term valuation and sentiment.

3 , 7:00 AM

Masco Corporation released second quarter 2026 financial results. Quarterly earnings releases supply updated financial metrics that can shift near-term stock valuation and sentiment.

28 Jul

3 , 9:17 AM

Masco Corporation earnings preview highlights key financial metrics and expectations ahead of the upcoming report. Earnings previews can moderately influence Masco stock movements and near-term investor expectations.

17 Jul

3 , 12:00 PM

Masco Corporation (MAS) upgraded to Strong Buy rating. Strong Buy upgrade may moderately influence investor sentiment and short-term stock performance.

31 May

3 Simply Wall St., 10:03 PM

Analyst support for Masco Corporation's data-driven margin push prompts questions on whether the initiatives are altering the company's investment case. Margin push efforts may moderately affect financial performance and investor sentiment but are unlikely to fundamentally shift company trajectory.

28 May

3 StockStory, 1:58 PM

Masco Corporation is identified as the S&P 500 stock to target this week while two other companies face headwinds. Recommendation of Masco as a weekly target may moderately lift near-term investor sentiment and share performance.

13 May

4 Business Wire, 9:10 AM

Masco Corporation announced a strategic update and outlined long-term financial targets. Strategic updates and long-term financial targets signal major moves that could significantly alter trajectory and investor sentiment.

3 StockStory, 1:00 PM

Masco Corporation (MAS) poses investment risks due to three key factors, leading to a recommendation for one alternative stock instead. Outlining three specific risks moderately influences investor sentiment and short-term performance without fundamentally changing MAS's trajectory.

7 May

4 Business Wire, 8:30 AM

Masco Corporation announced a $300 million accelerated share repurchase program. $300 million accelerated share repurchase signals strong management confidence, reduces outstanding shares, boosts EPS, and positively impacts investor sentiment and stock performance.

30 Apr

4 Zacks, 12:47 PM

Masco Corporation (MAS) Q1 earnings topped estimates on strong execution, with 2026 outlook raised. Q1 earnings beat and raised 2026 guidance signal strong performance and positive trajectory shift.

29 Apr

4 Zacks, 12:06 PM

Masco Corporation (MAS) VMC Q1 earnings and revenues beat estimates due to pricing actions and cost controls. Q1 earnings and revenues exceeding estimates via pricing and cost control demonstrate operational strength boosting MAS future performance and investor sentiment.

27 Apr

4 Simply Wall St., 1:03 PM

Masco Corporation (MAS) stock surged 11.2% after beating Q1 earnings expectations, announcing share buybacks, and a leadership shake-up. Q1 earnings beat, buybacks, and leadership changes signal major positive shifts in financial performance and strategy, driving significant stock gains.

24 Apr

4 www.fool.com, 8:36 AM

Masco Corporation shocked the market this week with surprising developments. Market shock from Masco's actions signals significant potential shifts in its trajectory and investor sentiment.

4 www.marketbeat.com, 1:08 AM

Masco Corporation's Q1 earnings call highlights key financial results, operational updates, and forward guidance for the quarter. Q1 earnings call highlights directly reveal financial performance, strategic updates, and guidance that significantly shape investor expectations and stock performance.

23 Apr

4 StockStory, 7:41 AM

Masco Corporation (MAS) delivered Q1 outperformance fueled by higher volumes, cost-saving measures, and product line expansions. Q1 volume gains, cost actions, and product expansions represent major strategic drivers boosting MAS's financial trajectory and competitive edge.

4 Simply Wall St., 4:07 AM

Masco Corporation beat Q1 expectations, announced share buybacks, and implemented leadership changes, signaling strong ongoing confidence in its valuation. Q1 earnings beat combined with buybacks and leadership changes represent major strategic signals boosting financial performance and investor sentiment.

4 GuruFocus.com, 3:02 AM

Masco Corporation (MAS) reported strong financial performance in Q1 2026 earnings call highlights despite market challenges. Strong Q1 2026 results amid market headwinds signal significant positive influence on MAS's financial trajectory and investor sentiment.

22 Apr

4 , 4:24 PM

Masco Corporation (MAS) stock leads S&P 500 gainers after solid quarterly earnings signal robust housing market recovery and future demand for its cabinetry, plumbing, and building products. Solid earnings drove significant stock gains and indicate strengthening housing sector vital to Masco's core operations.

4 Barrons.com, 12:42 PM

Masco Corporation's stock led S&P 500 gainers after solid quarterly earnings signaled housing market recovery and strength in core brands like Delta and KraftMaid. Strong earnings exceeded expectations, propelled stock to top S&P 500 performer, and highlighted housing rebound boosting Masco's key operations.

3 app.moby.co, 12:46 PM

Masco Corporation released Q1 2026 earnings call summary detailing quarterly financial results, operational updates, and future outlook. Quarterly earnings summaries impact financial performance and investor sentiment but are routine without transformative shifts.