Masco マネジメント
マネジメント 基準チェック /24
Mascoの CEO はJon Nudiで、 Jul2025年に任命され、 の在任期間は 1 年未満です。 の年間総報酬は$ 7.29Mで、 7.3%給与と92.7%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の0.022%を直接所有しており、その価値は$ 3.18M 。経営陣と取締役会の平均在任期間はそれぞれ0.4年と8.5年です。
主要情報
Jon Nudi
最高経営責任者
US$7.3m
報酬総額
| CEO給与比率 | 7.26% |
| CEO在任期間 | less than a year |
| CEOの所有権 | 0.02% |
| 経営陣の平均在職期間 | less than a year |
| 取締役会の平均在任期間 | 8.5yrs |
経営陣の近況
Recent updates
分析記事 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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.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 AlphaCEO報酬分析
| 日付 | 総報酬 | 給与 | 会社業績 |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$837m |
| Dec 31 2025 | US$7m | US$529k | US$810m |
| Sep 30 2025 | n/a | n/a | US$827m |
| Jun 30 2025 | n/a | n/a | US$805m |
| Mar 31 2025 | n/a | n/a | US$793m |
| Dec 31 2024 | US$310k | n/a | US$822m |
| Sep 30 2024 | n/a | n/a | US$831m |
| Jun 30 2024 | n/a | n/a | US$913m |
| Mar 31 2024 | n/a | n/a | US$918m |
| Dec 31 2023 | US$258k | n/a | US$908m |
報酬と市場: Jonの 総報酬 ($USD 7.29M ) は、 US市場 ($USD 14.67M ) の同様の規模の企業の平均を下回っています。
報酬と収益: Jonの報酬は過去 1 年間で 20% 以上増加しました。
CEO
Jon Nudi (56 yo)
less than a year
在職期間
US$7,289,022
報酬
Mr. Jonathon J. Nudi, also known as Jon, serves as Independent Director of Masco Corporation since June 01, 2023. He had been Group President of North America Retail of General Mills, Inc. since January 6,...
リーダーシップ・チーム
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| President | less than a year | US$7.29m | 0.022% $ 3.2m | |
| VP, CFO & Treasurer | 2.7yrs | US$2.25m | 0.020% $ 3.0m | |
| VP, General Counsel & Secretary | 12.9yrs | US$1.70m | 0.025% $ 3.7m | |
| Group President of Plumbing & Wellness | no data | US$3.36m | 0.023% $ 3.4m | |
| Vice President | 2.3yrs | データなし | データなし | |
| Director of Corporate Communications | no data | データなし | データなし | |
| Vice President of Strategy | less than a year | データなし | データなし | |
| VP & Chief Human Resource Officer | less than a year | データなし | 0.013% $ 1.9m | |
| President of Delta Faucet Company & North America Plumbing | less than a year | データなし | データなし | |
| VP & Chief Procurement Officer | less than a year | データなし | データなし | |
| VP, Chief Supply Chain Officer & Masco Operating System | less than a year | データなし | データなし | |
| President of Behr Paint Company | less than a year | データなし | データなし |
0.4yrs
平均在職期間
55yo
平均年齢
経験豊富な経営陣: MASの経営陣は 経験豊富 とはみなされません ( 0.4年の平均在職年数)。これは新しいチームを示唆しています。
取締役
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| President | 3yrs | US$7.29m | 0.022% $ 3.2m | |
| Independent Director | 14.1yrs | US$310.09k | 0.025% $ 3.8m | |
| Independent Chair of Board | 19.5yrs | US$510.09k | 0.0093% $ 1.4m | |
| Independent Director | less than a year | データなし | 0.0018% $ 270.1k | |
| Independent Director | 11.7yrs | US$325.09k | 0.012% $ 1.7m | |
| Independent Director | 8.3yrs | US$335.09k | 0.0091% $ 1.3m | |
| Independent Director | 13.4yrs | US$320.09k | 0.026% $ 3.9m | |
| Independent Director | 8.8yrs | US$330.09k | 0.012% $ 1.8m | |
| Independent Director | 3yrs | US$310.09k | 0.0053% $ 777.8k | |
| Independent Director | 4yrs | US$315.09k | 0.0070% $ 1.0m |
8.5yrs
平均在職期間
62yo
平均年齢
経験豊富なボード: MASの 取締役会 は 経験豊富 であると考えられます ( 8.5年の平均在任期間)。
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 | 2026/06/22 12:01 |
| 終値 | 2026/06/22 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
この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
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 19 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 |