Masco（MAS）株式概要
マスコ・コーポレーションは、北米、ヨーロッパ、そして国際的にホームセンターや建築関連製品を提供している。 詳細
MAS Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$90.25
FV
23.7% 割安 内在価値ディスカウント7.14%
Revenue growth p.a.
383
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Masco Corporation 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$68.90 |
| 52週高値 | US$79.19 |
| 52週安値 | US$58.16 |
| ベータ | 1.34 |
| 1ヶ月の変化 | -7.12% |
| 3ヶ月変化 | -4.12% |
| 1年変化 | 8.52% |
| 3年間の変化 | 37.83% |
| 5年間の変化 | 13.66% |
| IPOからの変化 | 15,447.75% |
最新ニュース
ナラティブの更新 • 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.ナラティブの更新 • 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).Recent updates
ナラティブの更新 • 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.ナラティブの更新 • 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
ナラティブの更新 • 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.
ナラティブの更新 • 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).ナラティブの更新 • 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).ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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).ナラティブの更新 • 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.ナラティブの更新 • 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).ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...
ナラティブの更新 • Oct 16
MASCO VALUATION
julio has increased shares outstanding growth rate from -0.0% to -0.0%.分析記事 • 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...分析記事 • 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...分析記事 • 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 Alpha株主還元
| MAS | US Building | US 市場 | |
|---|---|---|---|
| 7D | 6.9% | 5.7% | 2.5% |
| 1Y | 8.5% | 5.8% | 26.4% |
業界別リターン: MAS過去 1 年間で6.1 % の収益を上げたUS Building業界を上回りました。
リターン対市場: MASは、過去 1 年間で28.7 % のリターンを上げたUS市場を下回りました。
価格変動
| MAS volatility | |
|---|---|
| MAS Average Weekly Movement | 5.7% |
| Building Industry Average Movement | 6.1% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.5% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: MAS 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: MASの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1929 | 18,000 | Jon Nudi | masco.com |
マスコ・コーポレーションは、北米、欧州、および海外でホームセンターや建築関連製品を提供している。配管製品部門では、蛇口、シャワーヘッド、ハンドシャワー、バルブ、浴室用金具と付属品、入浴ユニット、シャワーベースとエンクロージャー、シャワー排水口、スチームシャワーシステム、浄水システム、シンクとキッチン付属品、アクリル製浴槽、浴槽とシャワーエンクロージャー、シャワーベースとトレイを提供している；スパ、エクササイズプール、水中フィットネスシステムおよびサウナ、真鍮、銅、複合配管システム部品およびその他の非装飾配管製品、水製品、熱可塑性プラスチック製品、押出プラスチックプロファイル、特殊加工製品、PEXチューブ製品。当部門は、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、MASTER PLUMBERの各ブランドのほか、プライベートブランドでホームセンターやオンライン小売店、量販店、卸売業者や流通業者、配管工、建築請負業者、リフォーム業者、小規模小売店、消費者やホームビルダーに販売している。装飾建築用製品部門は、塗料、プライマー、特殊塗料、ステイン、防水製品、塗料アプリケーターおよび付属品、キャビネットおよびドア用金具、機能的金具、フックおよびフックレール製品、屋外生活用金具、装飾浴室用金具、シャワー用付属品、シャワードアを提供している。当部門は、BEHR、KILZ、WHIZZ、LIBERTY、FRANKLIN BRASSのブランドで、ホームセンターやその他の小売店、量販店やオンライン小売店、その他の専門小売店、OEMメーカーや卸売業者に製品を提供している。同社は1929年に設立され、ミシガン州リボニアに本社を置いている。
Masco Corporation 基礎のまとめ
| MAS 基礎統計学 | |
|---|---|
| 時価総額 | US$13.35b |
| 収益（TTM） | US$837.00m |
| 売上高(TTM) | US$7.68b |
16.3x
PER（株価収益率1.8x
P/SレシオMAS は割高か？
公正価値と評価分析を参照収益と収入
| MAS 損益計算書（TTM） | |
|---|---|
| 収益 | US$7.68b |
| 売上原価 | US$4.94b |
| 売上総利益 | US$2.74b |
| その他の費用 | US$1.90b |
| 収益 | US$837.00m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 4.22 |
| グロス・マージン | 35.68% |
| 純利益率 | 10.90% |
| 有利子負債／自己資本比率 | 11,385.2% |
MAS の長期的なパフォーマンスは？
過去の実績と比較を見る| Masco 配当日 | |
|---|---|
| 配当落ち日 | May 22 2026 |
| 配当支払日 | Jun 08 2026 |
| 配当落ちまでの日数 | 5 days |
| 配当支払日までの日数 | 12 days |
MAS 配当は確実ですか？
MAS 配当履歴とベンチマークを見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/26 04:57 |
| 終値 | 2026/05/26 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Masco Corporation 20 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。31
| アナリスト | 機関 |
|---|---|
| Christopher Graja | Argus Research Company |
| Timothy Wojs | Baird |
| Stephen Kim | Barclays |