Masco Croissance future
Future contrôle des critères 2/6
Masco devrait augmenter ses bénéfices et son chiffre d'affaires de 5.9% et de 3% par an respectivement. Le BPA devrait croître de de 8.6% par an. Le rendement des capitaux propres devrait être 1514.6% dans 3 ans.
Informations clés
5.9%
Taux de croissance des bénéfices
8.59%
Taux de croissance du BPA
| Building croissance des bénéfices | 20.4% |
| Taux de croissance des recettes | 3.0% |
| Rendement futur des capitaux propres | 1,514.65% |
| Couverture par les analystes | Good |
| Dernière mise à jour | 15 May 2026 |
Mises à jour récentes de la croissance future
Recent updates
Mise à jour du récit • 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 Alpha
Mise à jour du récit • 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.
Mise à jour du récit • 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).Mise à jour du récit • 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).Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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).Mise à jour du récit • 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.Mise à jour du récit • 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).Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...
Mise à jour du récit • Oct 16
MASCO VALUATION
julio has increased shares outstanding growth rate from -0.0% to -0.0%.Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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 AlphaSeeking Alpha • Sep 23
Masco: A Steady Play Is Fully Valued
Summary Masco Corporation has seen stable margins and solid topline growth over the past years, although that sales are consolidating now in a post-pandemic environment. The company’s valuation has expanded to a 20x earnings multiple, driven by operational efficiency and continued buybacks, despite two years of topline pressure. A recent divestment of Kichler Lighting and modest leverage indicate financial health, but market conditions remain challenging. Given the current valuation and recent performance, I am cautious about chasing Masco shares at this level, preferring to monitor future developments. Read the full article on Seeking AlphaPrévisions de croissance des bénéfices et des revenus
| Date | Recettes | Les revenus | Flux de trésorerie disponible | Cash from Op | Moy. Nombre d'analystes |
|---|---|---|---|---|---|
| 12/31/2028 | 8,269 | 972 | 950 | 1,191 | 6 |
| 12/31/2027 | 8,010 | 905 | 896 | 1,081 | 20 |
| 12/31/2026 | 7,769 | 842 | 814 | 1,023 | 19 |
| 3/31/2026 | 7,679 | 837 | 943 | 1,101 | N/A |
| 12/31/2025 | 7,562 | 810 | 866 | 1,022 | N/A |
| 9/30/2025 | 7,597 | 827 | 846 | 1,011 | N/A |
| 6/30/2025 | 7,663 | 805 | 809 | 971 | N/A |
| 3/31/2025 | 7,703 | 793 | 842 | 1,011 | N/A |
| 12/31/2024 | 7,828 | 822 | 907 | 1,075 | N/A |
| 9/30/2024 | 7,882 | 831 | 979 | 1,153 | N/A |
| 6/30/2024 | 7,878 | 913 | 1,033 | 1,217 | N/A |
| 3/31/2024 | 7,914 | 918 | 1,073 | 1,286 | N/A |
| 12/31/2023 | 7,967 | 908 | 1,170 | 1,413 | N/A |
| 9/30/2023 | 8,008 | 831 | 980 | 1,248 | N/A |
| 6/30/2023 | 8,233 | 801 | 827 | 1,114 | N/A |
| 3/31/2023 | 8,458 | 813 | 842 | 1,100 | N/A |
| 12/31/2022 | 8,680 | 842 | 616 | 840 | N/A |
| 9/30/2022 | 8,779 | 863 | 672 | 855 | N/A |
| 6/30/2022 | 8,779 | 863 | 720 | 865 | N/A |
| 3/31/2022 | 8,606 | 552 | 667 | 792 | N/A |
| 12/31/2021 | 8,375 | 406 | 802 | 930 | N/A |
| 9/30/2021 | 8,213 | 462 | 851 | 975 | N/A |
| 6/30/2021 | 7,992 | 516 | 780 | 902 | N/A |
| 3/31/2021 | 7,577 | 760 | 836 | 956 | N/A |
| 12/31/2020 | 7,188 | 801 | 839 | 953 | N/A |
| 9/30/2020 | 6,967 | 765 | 678 | 801 | N/A |
| 6/30/2020 | 6,700 | 654 | 774 | 910 | N/A |
| 3/31/2020 | 6,775 | 656 | 724 | 872 | N/A |
| 12/31/2019 | 6,707 | 633 | N/A | 833 | N/A |
| 9/30/2019 | 5,979 | 595 | N/A | 983 | N/A |
| 6/30/2019 | 6,167 | 602 | N/A | 952 | N/A |
| 3/31/2019 | 6,247 | 587 | N/A | 956 | N/A |
| 12/31/2018 | 6,654 | 629 | N/A | 1,032 | N/A |
| 9/30/2018 | 7,596 | 591 | N/A | 938 | N/A |
| 6/30/2018 | 7,637 | 573 | N/A | 889 | N/A |
| 3/31/2018 | 7,784 | 539 | N/A | 845 | N/A |
| 12/31/2017 | 6,014 | 421 | N/A | 751 | N/A |
| 9/30/2017 | 7,548 | 546 | N/A | 773 | N/A |
| 6/30/2017 | 7,480 | 527 | N/A | 754 | N/A |
| 3/31/2017 | 7,415 | 514 | N/A | 710 | N/A |
| 12/31/2016 | 7,361 | 487 | N/A | 789 | N/A |
| 9/30/2016 | 7,313 | 463 | N/A | 760 | N/A |
| 6/30/2016 | 7,275 | 440 | N/A | 750 | N/A |
| 3/31/2016 | 7,203 | 400 | N/A | 781 | N/A |
| 12/31/2015 | 7,142 | 352 | N/A | 810 | N/A |
| 9/30/2015 | 7,093 | 361 | N/A | 718 | N/A |
| 6/30/2015 | 7,088 | 774 | N/A | 680 | N/A |
Prévisions de croissance des analystes
Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de MAS ( 5.9% par an) est supérieure au taux d'épargne ( 3.5% ).
Bénéfices vs marché: Les bénéfices de MAS ( 5.9% par an) devraient croître plus lentement que le marché US ( 16.8% par an).
Croissance élevée des bénéfices: Les bénéfices de MAS devraient augmenter, mais pas de manière significative.
Chiffre d'affaires vs marché: Le chiffre d'affaires de MAS ( 3% par an) devrait croître plus lentement que le marché de US ( 11.6% par an).
Croissance élevée des revenus: Le chiffre d'affaires de MAS ( 3% par an) devrait croître plus lentement que 20% par an.
Prévisions de croissance du bénéfice par action
Rendement futur des capitaux propres
ROE futur: Le retour sur capitaux propres de MAS devrait être très élevé dans 3 ans ( 1514.6 %).
Découvrir les entreprises en croissance
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/20 11:15 |
| Cours de l'action en fin de journée | 2026/05/20 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Masco Corporation est couverte par 31 analystes. 20 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Christopher Graja | Argus Research Company |
| Timothy Wojs | Baird |
| Stephen Kim | Barclays |