Masco (MAS) Resumen de Acciones
Masco Corporation suministra productos para la mejora del hogar y la construcción en Norteamérica, Europa y el resto del mundo. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 4/6 |
| Crecimiento futuro | 2/6 |
| Rendimiento pasado | 4/6 |
| Salud financiera | 3/6 |
| Dividendos | 5/6 |
Recompensas
Análisis de riesgos
MAS Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$91.56
FV
9.6% infravalorado descuento intrínseco5.83%
Revenue growth p.a.
424
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Competidores de Masco Corporation
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$82.77 |
| Máximo en las últimas 52 semanas | US$83.21 |
| Mínimo de 52 semanas | US$58.16 |
| Beta | 1.28 |
| Cambio en 1 mes | 19.25% |
| Variación en 3 meses | 38.67% |
| Cambio de 1 año | 24.69% |
| Variación en 3 años | 49.92% |
| Variación en 5 años | 41.61% |
| Variación desde la OPV | 18,577.61% |
Noticias y actualizaciones recientes
Actualización de narrativa • Jul 02
MAS: Strong Capital Returns And Buybacks Will Support Future Earnings Power
Analysts have modestly raised their price target for Masco to $95.60 from $93.13, citing updated assumptions around discount rate, revenue growth, profit margin and future P/E that slightly shift the valuation outlook. What’s in the News for Masco Masco reported first quarter results with revenue up 6.5% year over year and net profit up 14.52%, supported by organic revenue and EBITDA growth.Artículo de análisis • Jun 21
Masco (MAS) Stock Could Be 18.8% Undervalued After Earnings Beat
Masco (MAS) is back in focus after reporting earnings that exceeded market expectations, drawing attention to its diversified home improvement portfolio and relatively resilient performance compared with other homebuilding and construction supplies companies. See our latest analysis for Masco. Masco’s recent earnings surprise has arrived alongside firm positive momentum, with a 30 day share price return of 10.59% and a 90 day share price return of 23.80%. The 1 year total shareholder return...
Actualización de narrativa • Jun 18
MAS: Share Repurchases And M&A Optionality Will Support Balanced Future Returns
Analysts kept their Masco price target steady at $80.67, citing only slight parameter adjustments, such as a modestly lower discount rate and marginal tweaks to revenue growth, profit margin, and future P/E assumptions, which leave the overall valuation view unchanged. What’s in the News for Masco Stockholders approved amendments to Masco’s Certificate of Incorporation at the May 8, 2026 annual meeting, including moving advance notice provisions for director nominations to the bylaws, enabling stockholders to adopt rights to call special meetings, and limiting liability for certain officers, with related bylaw amendments filed on May 12, 2026.
Actualización de narrativa • Jun 04
MAS: Future Returns Will Depend On Margins And Capital Deployment Choices
Analysts have trimmed their fair value estimate for Masco to $67 from $69 as they now apply a slightly higher discount rate and more modest assumptions for revenue growth and future P/E, while keeping profit margin expectations broadly similar. What's in the News Masco reported first quarter 2026 earnings and net sales that were above estimates, with Plumbing Products leading top line results and Decorative Architectural Products showing stronger profitability even with flat sales.Recent updates
Actualización de narrativa • Jul 02
MAS: Strong Capital Returns And Buybacks Will Support Future Earnings Power
Analysts have modestly raised their price target for Masco to $95.60 from $93.13, citing updated assumptions around discount rate, revenue growth, profit margin and future P/E that slightly shift the valuation outlook. What’s in the News for Masco Masco reported first quarter results with revenue up 6.5% year over year and net profit up 14.52%, supported by organic revenue and EBITDA growth.Artículo de análisis • Jun 21
Masco (MAS) Stock Could Be 18.8% Undervalued After Earnings Beat
Masco (MAS) is back in focus after reporting earnings that exceeded market expectations, drawing attention to its diversified home improvement portfolio and relatively resilient performance compared with other homebuilding and construction supplies companies. See our latest analysis for Masco. Masco’s recent earnings surprise has arrived alongside firm positive momentum, with a 30 day share price return of 10.59% and a 90 day share price return of 23.80%. The 1 year total shareholder return...Actualización de narrativa • Jun 18
MAS: Share Repurchases And M&A Optionality Will Support Balanced Future Returns
Analysts kept their Masco price target steady at $80.67, citing only slight parameter adjustments, such as a modestly lower discount rate and marginal tweaks to revenue growth, profit margin, and future P/E assumptions, which leave the overall valuation view unchanged. What’s in the News for Masco Stockholders approved amendments to Masco’s Certificate of Incorporation at the May 8, 2026 annual meeting, including moving advance notice provisions for director nominations to the bylaws, enabling stockholders to adopt rights to call special meetings, and limiting liability for certain officers, with related bylaw amendments filed on May 12, 2026.Actualización de narrativa • Jun 04
MAS: Future Returns Will Depend On Margins And Capital Deployment Choices
Analysts have trimmed their fair value estimate for Masco to $67 from $69 as they now apply a slightly higher discount rate and more modest assumptions for revenue growth and future P/E, while keeping profit margin expectations broadly similar. What's in the News Masco reported first quarter 2026 earnings and net sales that were above estimates, with Plumbing Products leading top line results and Decorative Architectural Products showing stronger profitability even with flat sales.Actualización de narrativa • May 21
MAS: Share Repurchases And Bolt On M&A Will Drive Future Upside
The analyst price target for Masco has been adjusted slightly to $80.67 from $81.05. Analysts point to updated assumptions for discount rate, revenue growth, profit margin, and future P/E as the key drivers of this fine tuning.Actualización de narrativa • May 03
MAS: Share Repurchases And Dividend Policy Will Drive Future Upside Potential
Analysts have nudged their price target on Masco slightly higher to $81.05 from $80.32, reflecting updated assumptions around revenue growth, profit margins, the discount rate, and future P/E expectations. What's in the News From October 1, 2025 to December 31, 2025, Masco repurchased 3,390,046 shares, representing 1.63%, for US$216.9 million under the buyback announced on October 26, 2022, bringing total repurchases under that authorization to 24,703,980 shares, or 11.4%, for US$1,674.56 million (Key Developments).Seeking Alpha • Apr 29
Masco: Now Is Not The Time To Turn Bullish Yet
Summary Masco remains a Hold as DIY demand stays weak and commodity cost inflation threatens margins. Q1 2026 showed strong Plumbing segment growth, margin expansion, and effective pricing and cost control initiatives. Commodity cost inflation, especially in copper and oil-based inputs, poses a significant risk to MAS's future margins. Valuation at ~16.9x NTM PE is near historical averages, lacking catalysts for a positive re-rate without clearer DIY recovery or margin durability. Read the full article on Seeking AlphaActualización de narrativa • Apr 19
MAS: Capital Returns And Buybacks Will Support Higher Future Earnings Power
Analysts have slightly reduced their price target on Masco to $93.13 from $93.83, citing updated assumptions for discount rate, revenue growth, profit margin, and future P/E. Their outlook remains broadly in line with prior expectations.Actualización de narrativa • Apr 05
MAS: Future Returns Will Rely On Margins And Aggressive Share Repurchases
Analysts have raised Masco's fair value estimate from $64.00 to $69.00, citing updated assumptions for revenue growth, profit margins, the discount rate, and future P/E expectations. What's in the News Masco is no longer included in the FTSE All-World Index (USD) following its removal as an index constituent (Index Constituent Drops).Actualización de narrativa • Mar 22
MAS: Buybacks And Dividend Policy Will Support Future Upside Potential
Analysts have raised their price target on Masco to $80.32 from $74.37, reflecting updated assumptions about fair value, the discount rate, revenue, profit margins, and forward P/E expectations. What's in the News The Board of Directors declared a quarterly dividend of $0.32 per share, payable on March 9, 2026 to shareholders of record on February 20, 2026 (Key Developments).Actualización de narrativa • Mar 07
MAS: Capital Returns Will Support Higher Earnings Power And Future Repricing
Analysts have nudged their price target on Masco higher to around $94, reflecting slightly firmer expectations for revenue, profit margins, and future P/E levels. Together, these factors support a modestly more optimistic view of the company’s earnings power.Actualización de narrativa • Feb 21
MAS: Capital Returns And Higher Future P/E Will Drive Bullish Repricing
Analysts have raised their Masco price target from $86.00 to about $93.83. They cite updated fair value estimates, a slightly higher discount rate, more measured expectations for revenue growth and profit margins, and a higher assumed future P/E multiple as key factors in this revision.Artículo de análisis • Feb 13
Masco's (NYSE:MAS) Shareholders Will Receive A Bigger Dividend Than Last Year
The board of Masco Corporation ( NYSE:MAS ) has announced that it will be paying its dividend of $0.32 on the 9th of...Actualización de narrativa • Feb 07
MAS: Higher Margin Outlook And Richer P/E Will Support Bullish Repricing
Analysts now frame Masco's fair value at $86.00, up from $82.34. This reflects updated assumptions for revenue growth of 6.23%, profit margin of 12.34%, a discount rate of 8.94%, and a future P/E of 19.30x.Actualización de narrativa • Jan 24
MAS: Fair Outlook Will Hinge On Margins And Ongoing Share Repurchases
Analysts have lifted their fair value estimate for Masco from US$60.00 to US$64.00, pointing to updated assumptions around revenue growth, profit margins, and a slightly lower future P/E multiple as key drivers of the new target. What's in the News Masco issued earnings guidance for the full year ending December 31, 2025, with expected earnings per share in a range of US$3.84 to US$3.89 (company guidance).Actualización de narrativa • Jan 09
MAS: Share Repurchases And Stable Earnings Outlook Will Support Balanced Future Upside
Analysts have made a small upward adjustment to their Masco fair value estimate to reflect slightly higher modeled revenue growth and a modestly higher future P/E assumption. The updated target is now framed around US$74.37 per share compared with the prior US$74.26.Actualización de narrativa • Dec 26
MAS: Share Repurchases Will Support Earnings Strength And Future Upside
Analysts have modestly raised their price target on Masco to approximately $74 from about $73, reflecting slightly lower discount rate assumptions, improved long term margin expectations, and a higher anticipated future earnings multiple despite somewhat softer projected revenue growth. What's in the News Updated share repurchase activity shows Masco bought back 1,754,423 shares between July 1 and September 30, 2025, for $123.51 million, bringing total repurchases under the October 26, 2022 authorization to 21,313,934 shares, or 9.76% of shares outstanding, for $1.46 billion (Key Developments).Actualización de narrativa • Dec 12
MAS: Share Repurchases And Stable Margins Will Support Future Upside
Analysts have nudged their price target for Masco slightly lower to approximately 73.39 dollars from about 73.67 dollars, reflecting modestly higher discount rate assumptions and a marginally lower future earnings multiple, while largely maintaining their views on revenue growth and profit margins. What's in the News Issued 2025 earnings guidance, projecting earnings per share in the range of 3.84 to 3.89 dollars.Actualización de narrativa • Nov 28
MAS: Share Buybacks and Earnings Outlook Will Support Price Upside
Analysts have modestly increased their price target for Masco, with the new estimate rising slightly from $73.67 to $73.67 per share. This adjustment is attributed to a small improvement in the company's discount rate and forward valuation expectations.Actualización de narrativa • Nov 14
MAS: Share Repurchase Completion Will Drive Stronger Financial Performance Ahead
Narrative Update on Masco: Analyst Price Target Adjustment Analysts have slightly reduced their price target for Masco, lowering it from $73.78 to $73.67. This change reflects modest shifts in projected growth rates and profit margins.Actualización de narrativa • Oct 30
MAS: Share Repurchases And Higher Margins Will Drive Smart Remodeling Demand
Analysts have adjusted their price target for Masco slightly downward from $75.33 to $73.78. This change is based on updated expectations for higher discount rates, moderately increased revenue growth and profit margins, and a reduced future price-to-earnings ratio.Artículo de análisis • Oct 18
Masco (NYSE:MAS) Has A Pretty Healthy Balance Sheet
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Actualización de narrativa • Oct 16
MASCO VALUATION
julio has increased shares outstanding growth rate from -0.0% to -0.0%.Artículo de análisis • Sep 10
At US$73.45, Is It Time To Put Masco Corporation (NYSE:MAS) On Your Watch List?
Masco Corporation ( NYSE:MAS ) led the NYSE gainers with a relatively large price hike in the past couple of weeks...Artículo de análisis • Aug 03
Masco Corporation Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year
Masco Corporation ( NYSE:MAS ) just released its latest quarterly results and things are looking bullish. Masco beat...Artículo de análisis • Jul 29
What You Can Learn From Masco Corporation's (NYSE:MAS) P/E
It's not a stretch to say that Masco Corporation's ( NYSE:MAS ) price-to-earnings (or "P/E") ratio of 18x right now...Seeking Alpha • Apr 27
Masco Corp.: DIY Headwinds And Cost Pressure From Tariffs Make Me Cautious
Summary Despite strong execution in PP and PRO paint, worsening consumer backdrop, DIY headwinds, and tariff costs warrant a hold rating for MAS. 1Q25 earnings showed a 6.5% revenue decline, driven by a 16% drop in the DA segment, while PP remained stable. Tariffs are adding significant cost pressures, with $400 million expected this year, partially mitigated by price increases and cost cuts. Persistent weakness in DIY paint and uncertain demand visibility make it prudent to stay on the sidelines until conditions improve. Read the full article on Seeking AlphaSeeking Alpha • Mar 18
Masco Corporation: Shares Are Approaching A Buying Point
Summary Masco Corporation remains a "hold" due to mixed financial performance and broader economic uncertainty, despite a recent 11% stock drop making it cheaper. Revenue fell 2.9% year-over-year, impacted by foreign currency fluctuations and asset divestitures, while net income also declined from $908 million to $822 million. Management is optimistic about 2025, projecting earnings per share between $4.20 and $4.45, but broader economic factors and industry trends create uncertainty. Despite potential long-term growth in the repair and remodeling industry, current pricing and economic concerns justify maintaining a "hold" rating for MAS stock. Read the full article on Seeking AlphaSeeking Alpha • Dec 10
Masco Corporation: Still Not Cheap Enough, Especially Given Mixed Results
Summary Masco Corporation is rated a 'hold' due to its fair valuation and mixed financial results, despite a slight outperformance of the S&P 500. Revenue remained flat, and profitability declined, with net profits falling from $249 million to $167 million due to higher costs and unfavorable sales mix. Management projects modest organic revenue growth and continues share buybacks, but shares are not cheap enough compared to similar firms. Despite interesting business aspects, I maintain a 'hold' rating as shares look fairly valued and because recent financial performance is mixed. Read the full article on Seeking AlphaRentabilidad de los accionistas
| MAS | US Building | Mercado US | |
|---|---|---|---|
| 7D | 3.5% | -1.1% | 1.6% |
| 1Y | 24.7% | 7.4% | 18.6% |
Rentabilidad vs. Industria: MAS superó a la industria US Building, que obtuvo un rendimiento del 7.4% el año pasado.
Rentabilidad vs. Mercado: MAS superó al mercado US, que obtuvo un rendimiento del 18.6% el año pasado.
Volatilidad de los precios
| MAS volatility | |
|---|---|
| MAS Average Weekly Movement | 5.7% |
| Building Industry Average Movement | 6.5% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.2% |
Precio estable de las acciones: MAS no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de MAS (6%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1929 | 18,000 | Jon Nudi | masco.com |
Masco Corporation suministra productos para la mejora del hogar y la construcción en Norteamérica, Europa e internacionalmente. El segmento de productos de fontanería de la empresa ofrece grifos, cabezales de ducha, duchas de mano, válvulas, herrajes y accesorios de baño, unidades de baño, bases y mamparas de ducha, desagües de ducha, sistemas de ducha de vapor, sistemas de filtración de agua, y fregaderos y accesorios de cocina; bañeras acrílicas, mamparas de baño y ducha, y bases y platos de ducha; spas, piscinas de ejercicio y sistemas de fitness acuático y saunas; componentes de sistemas de fontanería de latón, cobre y composite y otros productos de fontanería no decorativos; productos para el agua; y productos termoplásticos, perfiles de plástico extruido y productos de fabricación especializada, así como productos de tubería PEX. Este segmento ofrece sus productos bajo las marcas DELTA, BRIZO, PEERLESS, HANSGROHE, AXOR, KRAUS, NEWPORT BRASS, GINGER, WALTEC, BRISTAN, HERITAGE, MIROLIN, HOT SPRING, CALDERA, FREEFLOW SPAS, FANTASY SPAS, AQUATERRA, LIFESMART, ENDLESS POOLS, TYLO, FINNLEO, HELO, BRASSCRAFT, PLUMBSHOP, y MASTER PLUMBER, así como bajo marca propia a minoristas de centros del hogar y en línea, mayoristas y distribuidores, fontaneros, contratistas de obras, remodeladores, minoristas más pequeños, y consumidores y constructores de viviendas.
Resumen de fundamentos de Masco Corporation
| Estadísticas fundamentales de MAS | |
|---|---|
| Capitalización bursátil | US$16.42b |
| Beneficios(TTM) | US$837.00m |
| Ingresos (TTM) | US$7.68b |
19.6x
Ratio precio-beneficio (PE)2.1x
Ratio precio-ventas (PS)¿Está MAS sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de MAS | |
|---|---|
| Ingresos | US$7.68b |
| Coste de los ingresos | US$4.94b |
| Beneficio bruto | US$2.74b |
| Otros gastos | US$1.90b |
| Beneficios | US$837.00m |
Últimos beneficios comunicados
Mar 31, 2026
Próxima fecha de beneficios
Jul 29, 2026
| Beneficios por acción (BPA) | 4.22 |
| Margen bruto | 35.68% |
| Margen de beneficio neto | 10.90% |
| Ratio deuda/patrimonio | 11,385.2% |
¿Cómo se ha desempeñado MAS a largo plazo?
Ver rendimiento histórico y comparativaDividendos
1.5%
Rentabilidad actual por dividendo31%
Ratio de pagosAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/07/05 04:52 |
| Precio de las acciones al final del día | 2026/07/02 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también contamos con guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Masco Corporation está cubierta por 30 analistas. 19 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Christopher Graja | Argus Research Company |
| Timothy Wojs | Baird |
| Stephen Kim | Barclays |