MasterBrand（MBC）株式概要マスターブランド社は米国、カナダ、メキシコで住宅用キャビネットの製造販売を行っている。 詳細MBC ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長0/6過去の実績0/6財務の健全性1/6配当金0/6報酬同業他社や業界と比較して、良好な取引価格 リスク分析利払いは収益で十分にカバーされない 過去5年間で収益は年間24.3%減少しました。 すべてのリスクチェックを見るMBC Community Fair Values Create NarrativeSee what 7 others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueUS$Current PriceUS$9.3140.1% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-2m3b2016201920222025202620282031Revenue US$2.6bEarnings US$203.6mAdvancedSet Fair ValueView all narrativesMasterBrand, Inc. 競合他社Gibraltar IndustriesSymbol: NasdaqGS:ROCKMarket cap: US$1.1bApogee EnterprisesSymbol: NasdaqGS:APOGMarket cap: US$779.9mJanus International GroupSymbol: NYSE:JBIMarket cap: US$724.2mInsteel IndustriesSymbol: NYSE:IIINMarket cap: US$533.2m価格と性能株価の高値、安値、推移の概要MasterBrand過去の株価現在の株価US$9.3152週高値US$14.2252週安値US$6.61ベータ1.541ヶ月の変化-0.32%3ヶ月変化-12.42%1年変化-8.00%3年間の変化-10.31%5年間の変化n/aIPOからの変化-6.90%最新ニュースお知らせ • May 07MasterBrand, Inc. Provides Earnings Guidance for the Second Quarter of 2026MasterBrand, Inc. provided earnings guidance for the second quarter of 2026. For the quarter, the company expects net sales year-over-year decrease of mid-single-digit to high-single-digit percentage.Reported Earnings • May 06First quarter 2026 earnings released: US$0.12 loss per share (vs US$0.10 profit in 1Q 2025)First quarter 2026 results: US$0.12 loss per share (down from US$0.10 profit in 1Q 2025). Revenue: US$618.0m (down 6.4% from 1Q 2025). Net loss: US$15.4m (down 216% from profit in 1Q 2025). Revenue is forecast to grow 2.1% p.a. on average during the next 2 years, compared to a 6.8% growth forecast for the Building industry in the US. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.お知らせ • Apr 23MasterBrand, Inc., Annual General Meeting, Jun 04, 2026MasterBrand, Inc., Annual General Meeting, Jun 04, 2026. Location: 3333 richmond road, beachwood, ohio 4412, United Statesお知らせ • Apr 08MasterBrand, Inc. to Report Q1, 2026 Results on May 05, 2026MasterBrand, Inc. announced that they will report Q1, 2026 results After-Market on May 05, 2026Price Target Changed • Mar 31Price target decreased by 23% to US$11.59Down from US$15.00, the current price target is an average from 2 analysts. New target price is 39% above last closing price of US$8.31. Stock is down 36% over the past year. The company posted earnings per share of US$0.21 last year.Reported Earnings • Feb 12Full year 2025 earnings released: EPS: US$0.21 (vs US$0.99 in FY 2024)Full year 2025 results: EPS: US$0.21 (down from US$0.99 in FY 2024). Revenue: US$2.73b (up 1.3% from FY 2024). Net income: US$26.7m (down 79% from FY 2024). Profit margin: 1.0% (down from 4.7% in FY 2024). Revenue is forecast to stay flat during the next 2 years compared to a 6.2% growth forecast for the Building industry in the US. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.最新情報をもっと見るRecent updatesお知らせ • May 07MasterBrand, Inc. Provides Earnings Guidance for the Second Quarter of 2026MasterBrand, Inc. provided earnings guidance for the second quarter of 2026. For the quarter, the company expects net sales year-over-year decrease of mid-single-digit to high-single-digit percentage.Reported Earnings • May 06First quarter 2026 earnings released: US$0.12 loss per share (vs US$0.10 profit in 1Q 2025)First quarter 2026 results: US$0.12 loss per share (down from US$0.10 profit in 1Q 2025). Revenue: US$618.0m (down 6.4% from 1Q 2025). Net loss: US$15.4m (down 216% from profit in 1Q 2025). Revenue is forecast to grow 2.1% p.a. on average during the next 2 years, compared to a 6.8% growth forecast for the Building industry in the US. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.お知らせ • Apr 23MasterBrand, Inc., Annual General Meeting, Jun 04, 2026MasterBrand, Inc., Annual General Meeting, Jun 04, 2026. Location: 3333 richmond road, beachwood, ohio 4412, United Statesお知らせ • Apr 08MasterBrand, Inc. to Report Q1, 2026 Results on May 05, 2026MasterBrand, Inc. announced that they will report Q1, 2026 results After-Market on May 05, 2026Price Target Changed • Mar 31Price target decreased by 23% to US$11.59Down from US$15.00, the current price target is an average from 2 analysts. New target price is 39% above last closing price of US$8.31. Stock is down 36% over the past year. The company posted earnings per share of US$0.21 last year.Reported Earnings • Feb 12Full year 2025 earnings released: EPS: US$0.21 (vs US$0.99 in FY 2024)Full year 2025 results: EPS: US$0.21 (down from US$0.99 in FY 2024). Revenue: US$2.73b (up 1.3% from FY 2024). Net income: US$26.7m (down 79% from FY 2024). Profit margin: 1.0% (down from 4.7% in FY 2024). Revenue is forecast to stay flat during the next 2 years compared to a 6.2% growth forecast for the Building industry in the US. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.Price Target Changed • Feb 11Price target decreased by 13% to US$14.00Down from US$16.00, the current price target is provided by 1 analyst. New target price is 16% above last closing price of US$12.06. Stock is down 27% over the past year. The company posted earnings per share of US$0.65 last year.お知らせ • Feb 11MasterBrand, Inc. Provides Earnings Guidance for the First Quarter of 2026MasterBrand, Inc. provided earnings guidance for the first quarter of 2026. For the quarter, the company expects net sales year-over-year decrease of mid-single-digit to high-single-digit percentage.分析記事 • Jan 30Is MasterBrand (NYSE:MBC) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...お知らせ • Jan 14MasterBrand, Inc. to Report Q4, 2025 Results on Feb 10, 2026MasterBrand, Inc. announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Feb 10, 2026分析記事 • Jan 09What Is MasterBrand, Inc.'s (NYSE:MBC) Share Price Doing?MasterBrand, Inc. ( NYSE:MBC ), might not be a large cap stock, but it received a lot of attention from a substantial...分析記事 • Dec 17Estimating The Intrinsic Value Of MasterBrand, Inc. (NYSE:MBC)Key Insights MasterBrand's estimated fair value is US$12.90 based on 2 Stage Free Cash Flow to Equity With US$11.50...Valuation Update With 7 Day Price Move • Nov 25Investor sentiment improves as stock rises 17%After last week's 17% share price gain to US$11.00, the stock trades at a trailing P/E ratio of 16.9x. Average forward P/E is 18x in the Building industry in the US. Total loss to shareholders of 36% over the past year.Buy Or Sell Opportunity • Nov 17Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 23% to US$9.82. The fair value is estimated to be US$12.52, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.4% over the last 3 years. Earnings per share has declined by 18%.Reported Earnings • Nov 06Third quarter 2025 earnings released: EPS: US$0.14 (vs US$0.23 in 3Q 2024)Third quarter 2025 results: EPS: US$0.14 (down from US$0.23 in 3Q 2024). Revenue: US$698.9m (down 2.7% from 3Q 2024). Net income: US$18.1m (down 38% from 3Q 2024). Profit margin: 2.6% (down from 4.1% in 3Q 2024). Revenue is expected to decline by 1.4% p.a. on average during the next 2 years, while revenues in the Building industry in the US are expected to grow by 5.2%.お知らせ • Nov 05MasterBrand, Inc. Updates Earnings Guidance for the Year 2025MasterBrand, Inc. updated earnings guidance for the year 2025. For full year 2025, the Company expects net sales year-over-year approximately flat - Organic net sales decrease of mid single-digit percentage. The company continues to expect organic net sales performance to outperform the underlying market, as new products, channel-specific offerings and previously implemented price actions gain traction. The Company updated its guidance to account for the expected impact of recently enacted tariffs on operating performance. MasterBrand continues to closely evaluate the impact of tariffs and is actively executing a comprehensive mitigation strategy. This includes targeted pricing adjustments, supplier renegotiations, alternative sourcing and optimizing or relocating manufacturing operations to offset tariff exposure as trade policy evolves.お知らせ • Oct 08MasterBrand, Inc. to Report Q3, 2025 Results on Nov 04, 2025MasterBrand, Inc. announced that they will report Q3, 2025 results After-Market on Nov 04, 2025Seeking Alpha • Oct 03MasterBrand: Undervalued Play With Upside Potential Thanks To American Woodmark DealSummary MasterBrand, Inc. is positioned to benefit significantly from its merger with American Woodmark Corporation, driven by operational synergies and digital transformation. Employees will most likely understand and be prepared for the merger because MBC reported a number of acquisitions in the past. MBC appears undervalued on a standalone basis, with free cash flow and EV/EBITDA metrics suggesting 30% upside potential even if the merger does not close. With net debt of $954 million, WACC of 6%, and long term growth of 2%, I obtained a total valuation of $49 per share. Read the full article on Seeking Alpha分析記事 • Aug 31Is It Time To Consider Buying MasterBrand, Inc. (NYSE:MBC)?MasterBrand, Inc. ( NYSE:MBC ), is not the largest company out there, but it saw a significant share price rise of 30...Reported Earnings • Aug 06Second quarter 2025 earnings released: EPS: US$0.29 (vs US$0.36 in 2Q 2024)Second quarter 2025 results: EPS: US$0.29 (down from US$0.36 in 2Q 2024). Revenue: US$730.9m (up 8.0% from 2Q 2024). Net income: US$37.3m (down 18% from 2Q 2024). Profit margin: 5.1% (down from 6.7% in 2Q 2024). Revenue is forecast to stay flat during the next 2 years compared to a 5.4% growth forecast for the Building industry in the US.お知らせ • Aug 06+ 1 more updateMasterBrand, Inc. (NYSE:MBC) entered into a definitive agreement to acquire American Woodmark Corporation (NasdaqGS:AMWD) for approximately $900 million.MasterBrand, Inc. (NYSE:MBC) entered into a definitive agreement to acquire American Woodmark Corporation (NasdaqGS:AMWD) for approximately $900 million on August 6, 2025. Under the terms of the agreement, at closing, American Woodmark shareholders will receive 5.150 shares of MasterBrand common stock for each share of American Woodmark common stock owned. MasterBrand and American Woodmark shareholders will own approximately 63% and 37% of the combined company, respectively, on a fully diluted basis. Upon closing, American Woodmark will become a wholly-owned subsidiary of MasterBrand and the MasterBrand Board will be expanded to include three directors from American Woodmark. Dave Banyard will serve as Chief Executive Officer of the combined company, and David Petratis will serve as Chair of the combined company’s Board. Following the closing of the transaction, the combined company, to be called MasterBrand, will be headquartered in Beachwood, OH and will maintain a significant presence in Winchester, VA. Nathaniel Leonard, EVP, Corporate Strategy and Development at MasterBrand will lead the process to integrate MasterBrand and American Woodmark. The transaction, has been unanimously approved by the Board of Directors of both companies, and is subject to approval of the transaction by MasterBrand and American Woodmark shareholders, the receipt of regulatory approvals, and the satisfaction of other customary closing conditions. The transaction is expected to close in early 2026. Rothschild & Co is acting as MasterBrand’s financial advisor, and Skadden, Arps, Slate, Meagher & Flom LLP is acting as MasterBrand’s legal counsel on the transaction. Joele Frank, Wilkinson Brimmer Katcher is serving as strategic communications advisor, and C Street Advisory Group is serving as investor relations advisor. Jefferies LLC is acting as American Woodmark’s financial advisor, and McGuireWoods LLP is acting as American Woodmark’s legal counsel on the transaction. Collected Strategies is serving as strategic communications advisor to American Woodmark.分析記事 • Jul 22MasterBrand (NYSE:MBC) Has A Somewhat Strained Balance SheetDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...お知らせ • Jul 10MasterBrand, Inc. to Report Q2, 2025 Results on Aug 06, 2025MasterBrand, Inc. announced that they will report Q2, 2025 results After-Market on Aug 06, 2025分析記事 • Jul 04The Market Doesn't Like What It Sees From MasterBrand, Inc.'s (NYSE:MBC) Earnings YetMasterBrand, Inc.'s ( NYSE:MBC ) price-to-earnings (or "P/E") ratio of 14.5x might make it look like a buy right now...分析記事 • May 31Is Now An Opportune Moment To Examine MasterBrand, Inc. (NYSE:MBC)?While MasterBrand, Inc. ( NYSE:MBC ) might not have the largest market cap around , it received a lot of attention from...分析記事 • May 15MasterBrand's (NYSE:MBC) Soft Earnings Are Actually Better Than They AppearMasterBrand, Inc.'s ( NYSE:MBC ) earnings announcement last week didn't impress shareholders. However, our analysis...Reported Earnings • May 07First quarter 2025 earnings released: EPS: US$0.10 (vs US$0.29 in 1Q 2024)First quarter 2025 results: EPS: US$0.10 (down from US$0.29 in 1Q 2024). Revenue: US$660.3m (up 3.5% from 1Q 2024). Net income: US$13.3m (down 65% from 1Q 2024). Profit margin: 2.0% (down from 5.9% in 1Q 2024). Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Building industry in the US.お知らせ • May 07MasterBrand, Inc. Provides Earnings Guidance for the Full Year 2025MasterBrand, Inc. provided earnings guidance for the full year 2025. For the year company expects Net sales year-over-year decrease of low single digit percentage. Organic net sales decrease of mid single-digit percentage.分析記事 • Apr 29MasterBrand, Inc. (NYSE:MBC) Shares Could Be 48% Below Their Intrinsic Value EstimateKey Insights Using the 2 Stage Free Cash Flow to Equity, MasterBrand fair value estimate is US$22.74 MasterBrand is...お知らせ • Apr 28MasterBrand, Inc., Annual General Meeting, Jun 05, 2025MasterBrand, Inc., Annual General Meeting, Jun 05, 2025. Location: 3333 richmond road, ohio 44122, beachwood, United Statesお知らせ • Apr 09MasterBrand, Inc. to Report Q1, 2025 Results on May 06, 2025MasterBrand, Inc. announced that they will report Q1, 2025 results After-Market on May 06, 2025分析記事 • Mar 27MasterBrand, Inc.'s (NYSE:MBC) Share Price Is Matching Sentiment Around Its EarningsWith a price-to-earnings (or "P/E") ratio of 13.7x MasterBrand, Inc. ( NYSE:MBC ) may be sending bullish signals at the...お知らせ • Mar 18MasterBrand, Inc. (NYSE:MBC) announces an Equity Buyback for $50 million worth of its shares.MasterBrand, Inc. (NYSE:MBC) announces a share repurchase program. Under the program, the company will repurchase up to $50 million worth of its shares. The authorization is in effect until March 13, 2028.Recent Insider Transactions • Mar 06Independent Director recently bought US$282k worth of stockOn the 28th of February, Robert Crisci bought around 20k shares on-market at roughly US$14.08 per share. This transaction amounted to 53% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought US$323k more in shares than they have sold in the last 12 months.Seeking Alpha • Mar 01MasterBrand Cabinets: Macro Uncertainty Top Of MindSummary MasterBrand Cabinets posted a worse-than-expected quarter in Q4, but most of my previous thesis remains intact, structurally speaking. Sales will likely soften further throughout 2025, but between cross-selling opportunities and margin growth initiatives, they can partly offset market headwinds. The bigger valuation worry is just the macro degrading more than expected, but at today's price, I think investors can earn an attractive IRR over time. Read the full article on Seeking AlphaBuy Or Sell Opportunity • Feb 20Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to US$14.76. The fair value is estimated to be US$18.51, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 5.1% over the last 3 years. Earnings per share has declined by 4.4%.Reported Earnings • Feb 19Full year 2024 earnings released: EPS: US$0.99 (vs US$1.42 in FY 2023)Full year 2024 results: EPS: US$0.99 (down from US$1.42 in FY 2023). Revenue: US$2.70b (flat on FY 2023). Net income: US$125.9m (down 31% from FY 2023). Profit margin: 4.7% (down from 6.7% in FY 2023). Revenue is forecast to grow 4.8% p.a. on average during the next 2 years, compared to a 5.5% growth forecast for the Building industry in the US.お知らせ • Feb 19MasterBrand, Inc. Provides Earnings Guidance for the Full Year 2025MasterBrand, Inc. provided earnings guidance for the full year 2025. For the year, the company expects Net sales year-over-year increase of mid single-digit %. Organic net sales flat.Seeking Alpha • Feb 05MasterBrand: Enough Growth To Offset Macro?Summary Masterbrand has seen its share price decline amid today's macro uncertainty, and consistent with their fundamental results. Sales have an attractive near-term opportunity to grow via pricing and sales synergies from newly acquired Supreme Cabinets, and are positioned well competitively long term. However, the near-term macro risks concern me, i.e., near-term consumer spend declines on top of recently announced tariffs. Read the full article on Seeking Alpha分析記事 • Feb 04What Does MasterBrand, Inc.'s (NYSE:MBC) Share Price Indicate?While MasterBrand, Inc. ( NYSE:MBC ) might not have the largest market cap around , it received a lot of attention from...Price Target Changed • Feb 02Price target decreased by 8.7% to US$21.00Down from US$23.00, the current price target is provided by 1 analyst. New target price is 21% above last closing price of US$17.32. Stock is up 23% over the past year. The company posted earnings per share of US$1.42 last year.分析記事 • Jan 22MasterBrand (NYSE:MBC) Hasn't Managed To Accelerate Its ReturnsDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Amongst other things...お知らせ • Jan 15MasterBrand, Inc. to Report Q4, 2024 Results on Feb 18, 2025MasterBrand, Inc. announced that they will report Q4, 2024 results After-Market on Feb 18, 2025分析記事 • Jan 07We Think MasterBrand (NYSE:MBC) Is Taking Some Risk With Its DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...Seeking Alpha • Jan 06MasterBrand: Market Share Gains And End Market Recovery Should Drive UpsideSummary MasterBrand's growth prospects are driven by new product launches under the "Align to Grow" initiative and synergies from the Supreme Cabinetry acquisition. The company is well-positioned to benefit from an end-market recovery due to interest rate cycle reversal and structural housing supply shortages. Margin growth is expected from price increases, cost-saving initiatives, and integration synergies, with easier year-over-year comparisons ahead. MBC stock is undervalued, trading at a discount to sector median, offering attractive upside potential; hence, I rate it a buy. Read the full article on Seeking Alpha分析記事 • Dec 16MasterBrand, Inc.'s (NYSE:MBC) Intrinsic Value Is Potentially 43% Above Its Share PriceKey Insights MasterBrand's estimated fair value is US$23.21 based on 2 Stage Free Cash Flow to Equity MasterBrand is...分析記事 • Nov 26MasterBrand, Inc. (NYSE:MBC) Looks Inexpensive But Perhaps Not Attractive EnoughWhen close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 20x, you may...Reported Earnings • Nov 06Third quarter 2024 earnings released: EPS: US$0.23 (vs US$0.47 in 3Q 2023)Third quarter 2024 results: EPS: US$0.23 (down from US$0.47 in 3Q 2023). Revenue: US$718.1m (up 6.0% from 3Q 2023). Net income: US$29.1m (down 51% from 3Q 2023). Profit margin: 4.1% (down from 8.8% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.0% p.a. on average during the next 2 years, compared to a 4.6% growth forecast for the Building industry in the US.お知らせ • Nov 06MasterBrand, Inc. Reiterates Earnings Guidance for the Full Year of 2024MasterBrand, Inc. reiterated earnings guidance for the full year of 2024. Net sales year-over-year increase of low single-digit percentage and organic decline of low single-digit percentage.お知らせ • Oct 09MasterBrand, Inc. to Report Q3, 2024 Results on Nov 05, 2024MasterBrand, Inc. announced that they will report Q3, 2024 results After-Market on Nov 05, 2024Seeking Alpha • Sep 27MasterBrand: Crafting A ComebackSummary MasterBrand is a leading North American cabinetry manufacturer, showing stable revenue growth despite FY23 challenges, and has improved margins through strategic initiatives and cost-saving measures. The acquisition of Supreme Cabinetry Brands enhances MBC's premium offerings and distribution, positioning it for growth as the housing market recovers due to Federal Reserve rate cuts. Management has increased the 2024 outlook, expecting a low single-digit YoY increase and adjusted EBITDA margin within 14.0% to 14.5%. Read the full article on Seeking AlphaNew Risk • Sep 22New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: US$366k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Sep 19Investor sentiment improves as stock rises 18%After last week's 18% share price gain to US$18.83, the stock trades at a trailing P/E ratio of 13.4x. Average forward P/E is 20x in the Building industry in the US. Total returns to shareholders of 52% over the past year. Simply Wall St's valuation model estimates the intrinsic value at US$33.74 per share.分析記事 • Sep 15MasterBrand (NYSE:MBC) Might Have The Makings Of A Multi-BaggerIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Recent Insider Transactions • Aug 14Independent Director recently bought US$308k worth of stockOn the 9th of August, Robert Crisci bought around 20k shares on-market at roughly US$15.39 per share. This transaction amounted to 76% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.Reported Earnings • Aug 07Second quarter 2024 earnings released: EPS: US$0.36 (vs US$0.40 in 2Q 2023)Second quarter 2024 results: EPS: US$0.36 (down from US$0.40 in 2Q 2023). Revenue: US$676.5m (down 2.7% from 2Q 2023). Net income: US$45.3m (down 12% from 2Q 2023). Profit margin: 6.7% (down from 7.4% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.8% p.a. on average during the next 2 years, compared to a 5.4% growth forecast for the Building industry in the US.Valuation Update With 7 Day Price Move • Jul 16Investor sentiment improves as stock rises 26%After last week's 26% share price gain to US$17.61, the stock trades at a trailing P/E ratio of 12.1x. Average forward P/E is 21x in the Building industry in the US. Total returns to shareholders of 44% over the past year. Simply Wall St's valuation model estimates the intrinsic value at US$23.97 per share.Seeking Alpha • Jul 16MasterBrand Cabinets: Undervalued If The Market StabilizesSummary MasterBrand Cabinets (MBC) stock price, similar to AMWD, is down double-digits since the early part of 2024. While Q1 sales were down sequentially and on a year-over-year basis, it does appear that their end-markets are seeing relatively stable demand on a go-forward basis. Should that condition hold, MBC has room for more upside, particularly if they can extract even a small amount of the announced synergies from their newly acquired Superior Cabinetry. Read the full article on Seeking Alpha分析記事 • Jul 15An Intrinsic Calculation For MasterBrand, Inc. (NYSE:MBC) Suggests It's 36% UndervaluedKey Insights Using the 2 Stage Free Cash Flow to Equity, MasterBrand fair value estimate is US$23.78 MasterBrand's...お知らせ • Jul 10MasterBrand, Inc. to Report Q2, 2024 Results on Aug 06, 2024MasterBrand, Inc. announced that they will report Q2, 2024 results at 4:00 PM, US Eastern Standard Time on Aug 06, 2024分析記事 • Jun 24Is MasterBrand (NYSE:MBC) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...お知らせ • Jun 13MasterBrand, Inc. Appoints Catherine Courage to the BoardOn June 6, 2024, the Board of Directors of MasterBrand, Inc., acting upon the recommendation of its Nominating, Environmental, Social and Governance Committee, elected Catherine Courage as the newest member of the Board, effective immediately. Ms. Courage will serve on Class III of the Board and on the Board’s Audit Committee and Nominating, Environmental, Social and Governance Committee. Ms. Courage serves as Vice President at Google, leading a user experience and data science team that works on Google’s largest properties. Since taking on this role in 2016, she has led the team through major moments such as the shifts to more natural search through multi-modal input, augmented reality in commerce, and generative AI. Prior to her current role, Ms. Courage led user experience for Google's Ads business, overseeing the design and research of the full suite of products built for both customers and consumers. Before Google, Ms. Courage held numerous user experience leadership positions at DocuSign, Citrix, and Salesforce. Ms. Courage serves on the boards of the California College of Arts and Insight Enterprises, a Fortune 500 enterprise technology company. She is also a C100 Charter Member supporting Canadian technology entrepreneurship through mentorship, partnership, and investment. Ms. Courage holds a BS from Memorial University of Newfoundland and a MASc degree in Industrial Engineering: Human Factors from the University of Toronto.分析記事 • Jun 02Here's Why We Think MasterBrand (NYSE:MBC) Is Well Worth WatchingIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...お知らせ • May 09Masterbrand, Inc. Reiterates Earnings Guidance for the Full Year 2024MasterBrand, Inc. reiterated earnings guidance for the full year 2024. For the year, the company expects net sales year-over-year decline of low single-digit percentage to flat.Reported Earnings • May 08First quarter 2024 earnings released: EPS: US$0.29 (vs US$0.27 in 1Q 2023)First quarter 2024 results: EPS: US$0.29 (up from US$0.27 in 1Q 2023). Revenue: US$638.1m (down 5.7% from 1Q 2023). Net income: US$37.5m (up 7.1% from 1Q 2023). Profit margin: 5.9% (up from 5.2% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Building industry in the US.Buy Or Sell Opportunity • May 08Now 22% undervaluedOver the last 90 days, the stock has risen 11% to US$16.40. The fair value is estimated to be US$21.09, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 15% over the last year. Earnings per share has grown by 29%.Seeking Alpha • Apr 29MasterBrand: Despite Recent Troubles, Shares Still Offer Some Nice UpsideSummary MasterBrand, a company focused on cabinetry products, has shown signs of weakness in revenue and cash flow, but shares remain cheap. Analysts expect a decline in revenue and profits for the first quarter of 2024, but the weakness is expected to be temporary. Despite industry challenges, management remains optimistic about the future and has increased estimates for the size of their target markets. Read the full article on Seeking Alphaお知らせ • Apr 24MasterBrand, Inc., Annual General Meeting, Jun 05, 2024MasterBrand, Inc., Annual General Meeting, Jun 05, 2024, at 09:00 US Eastern Standard Time. Location: at 3333 Richmond Road, Beachwood, Ohio 44122 Beachwood United States Agenda: To consider the election of Directors; to approve the Advisory Vote on Executive Compensation; to consider the Ratification of Independent Auditor; and to consider other matters if any.お知らせ • Apr 11MasterBrand, Inc. to Report Q1, 2024 Results on May 07, 2024MasterBrand, Inc. announced that they will report Q1, 2024 results After-Market on May 07, 2024分析記事 • Apr 11MasterBrand's (NYSE:MBC) Returns On Capital Are Heading HigherWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...Price Target Changed • Apr 04Price target increased by 18% to US$20.00Up from US$17.00, the current price target is provided by 1 analyst. New target price is 8.6% above last closing price of US$18.42. Stock is up 147% over the past year. The company posted earnings per share of US$1.42 last year.お知らせ • Mar 28MasterBrand, Inc. Appoints Patrick Shannon to Board of DirectorsMasterBrand, Inc. announced that Patrick Shannon was appointed to the Company’s Board of Directors effective immediately. Mr. Shannon most recently served as the Senior Vice President and Chief Financial Officer for Allegion plc, a global provider of mechanical and electronic security access control products and solutions for commercial and residential markets, following its spin-off from Ingersoll Rand in 2013 to 2022. Prior to the spin-off, he served 12 years with Ingersoll Rand in various leadership positions across multiple divisions and corporate headquarters. Mr. Shannon has also served as Senior Vice President and Chief Financial Officer at OneCoast Network Holdings, where he also held the position of interim Chief Executive Officer, and at AGCO Corporation. He began his career at Arthur Andersen LLC and was a licensed Certified Public Accountant in the State of Georgia. Mr. Shannon has served on the board of directors of Astec Industries since 2024. Mr. Shannon holds a BBA in accounting from the University of Georgia and an MBA from Mercer University.分析記事 • Mar 23These 4 Measures Indicate That MasterBrand (NYSE:MBC) Is Using Debt Reasonably WellDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • Mar 07MasterBrand, Inc. (NYSE:MBC) Held Back By Insufficient Growth Even After Shares Climb 27%MasterBrand, Inc. ( NYSE:MBC ) shareholders would be excited to see that the share price has had a great month, posting...Reported Earnings • Feb 27Full year 2023 earnings released: EPS: US$1.42 (vs US$1.21 in FY 2022)Full year 2023 results: EPS: US$1.42 (up from US$1.21 in FY 2022). Revenue: US$2.73b (down 17% from FY 2022). Net income: US$182.0m (up 17% from FY 2022). Profit margin: 6.7% (up from 4.7% in FY 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 1.6% p.a. on average during the next 2 years, compared to a 5.2% growth forecast for the Building industry in the US.お知らせ • Jan 18MasterBrand, Inc. to Report Q4, 2023 Results on Feb 26, 2024MasterBrand, Inc. announced that they will report Q4, 2023 results at 4:00 PM, US Eastern Standard Time on Feb 26, 2024Price Target Changed • Jan 09Price target increased by 13% to US$17.00Up from US$15.00, the current price target is provided by 1 analyst. New target price is 16% above last closing price of US$14.70. Stock is up 92% over the past year. The company posted earnings per share of US$1.21 last year.Seeking Alpha • Dec 25MasterBrand: An Attractive Play On Long-Term Growth Despite Recent PainSummary MasterBrand, a provider of cabinetry products, is a solid value play in the market. The company has achieved attractive growth in recent years but has experienced a decline in revenue and cash flows in 2023. Despite the weakness, shares of MasterBrand are attractively priced and offer upside potential, making it a 'buy' rating. Read the full article on Seeking AlphaSeeking Alpha • Dec 14MasterBrand: The Uptrend Should ContinueSummary MasterBrand has outperformed the market and is expected to see its revenue bottom next year due to the end of retail inventory destocking and easier year-over-year comparisons. The company's margins are improving and are expected to continue to do so with cost savings and productivity initiatives. The stock is trading at a discount compared to its peer American Woodmark and has good long-term growth prospects, leading to a buy rating. Read the full article on Seeking Alpha分析記事 • Dec 12MasterBrand's (NYSE:MBC) Returns On Capital Are Heading HigherIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...お知らせ • Nov 10Masterbrand, Inc. Provides Earnings Guidance for the Fourth Quarter of 2023MasterBrand, Inc. provided earnings guidance for the fourth quarter of 2023. For the period, the company expects Net sales year-over-year decline of mid teens percentage in the fourth quarter of 2023.Reported Earnings • Nov 10Third quarter 2023 earnings released: EPS: US$0.47 (vs US$0.41 in 3Q 2022)Third quarter 2023 results: EPS: US$0.47 (up from US$0.41 in 3Q 2022). Revenue: US$677.3m (down 21% from 3Q 2022). Net income: US$59.7m (up 14% from 3Q 2022). Profit margin: 8.8% (up from 6.1% in 3Q 2022). Revenue is expected to decline by 3.7% p.a. on average during the next 2 years, while revenues in the Building industry in the US are expected to grow by 3.9%.お知らせ • Oct 11MasterBrand, Inc. to Report Q3, 2023 Results on Nov 07, 2023MasterBrand, Inc. announced that they will report Q3, 2023 results After-Market on Nov 07, 2023Seeking Alpha • Sep 28MasterBrand: Good Long-Term Prospects At An Attractive ValuationSummary While MasterBrand faces near-term revenue challenges due to economic uncertainty, its growth initiatives position it well for long-term growth. The company was able to improve margins in Q2 2023 despite lower sales. The company's focus on cost-saving initiatives and automation should support long-term margin growth. Valuation is attractive. Read the full article on Seeking AlphaReported Earnings • Aug 09Second quarter 2023 earnings released: EPS: US$0.40 (vs US$0.32 in 2Q 2022)Second quarter 2023 results: EPS: US$0.40 (up from US$0.32 in 2Q 2022). Revenue: US$695.1m (down 19% from 2Q 2022). Net income: US$51.2m (up 25% from 2Q 2022). Profit margin: 7.4% (up from 4.8% in 2Q 2022). Revenue is expected to decline by 3.8% p.a. on average during the next 2 years, while revenues in the Building industry in the US are expected to grow by 4.5%.お知らせ • Aug 09MasterBrand, Inc. Provides Earnings Guidance for the Second Half and Full Year of 2023MasterBrand, Inc. provided earnings guidance for the second half and full year of 2023. Net sales year-over-year decline of mid teens percentage in the second half of 2023.Net sales outlook remains unchanged for the full year as the company continues to expect softer end market demand in 2023.Seeking Alpha • Jul 13MasterBrand: Good Execution And End Markets Bottoming Make It A BuySummary MasterBrand is expected to benefit from a potential housing market recovery next year as well as strong market position and favorable long-term tailwinds. The company's margin is expected to benefit from proactive pricing strategies and cost-reduction initiatives. The company is executing well with its "Align to Grow" initiatives. Read the full article on Seeking Alphaお知らせ • Jul 12MasterBrand, Inc. to Report Q2, 2023 Results on Aug 08, 2023MasterBrand, Inc. announced that they will report Q2, 2023 results After-Market on Aug 08, 2023お知らせ • Jun 19MasterBrand, Inc.(NYSE:MBC) dropped from FTSE All-World Index (USD)MasterBrand, Inc.(NYSE:MBC) dropped from FTSE All-World Index (USD)Valuation Update With 7 Day Price Move • May 16Investor sentiment improves as stock rises 28%After last week's 28% share price gain to US$10.74, the stock trades at a trailing P/E ratio of 9.6x. Average forward P/E is 14x in the Building industry in the US.お知らせ • May 11MasterBrand, Inc. Reaffirms Revenue Guidance for the Full Year 2023 and Provides Revenue Guidance for the Second Quarter, Third Quarter and Fourth Quarter of 2023MasterBrand, Inc. reaffirmed revenue guidance for the full year 2023 and provided revenue guidance for the second quarter, third quarter and fourth quarter of 2023. For full year 2023, the Company expects Net sales year-over-year decline of mid teens, based on market declines of low teens. Net sales outlook remains unchanged for the full year as the Company continues to expect softer end markets in 2023.Given the strength in the first quarter, The company expects to see a slight net sales step-up sequentially in the second quarter with sequential declines in both the third and the fourth quarter.Reported Earnings • May 10First quarter 2023 earnings releasedFirst quarter 2023 results: EPS: US$0.27. Revenue: US$676.7m (down 17% from 1Q 2022). Net income: US$35.0m (down 20% from 1Q 2022). Profit margin: 5.2% (down from 5.4% in 1Q 2022). Revenue is expected to decline by 5.6% p.a. on average during the next 2 years, while revenues in the Building industry in the US are expected to grow by 4.5%.お知らせ • May 10MasterBrand, Inc. (NYSE:MBC) announces an Equity Buyback for $50 million worth of its shares.MasterBrand, Inc. (NYSE:MBC) announces a share repurchase program. Under the program, the company will repurchase up to $50 million worth of its shares. The authorization is in effect until April 23, 2025.分析記事 • Mar 17Investors Can Find Comfort In MasterBrand's (NYSE:MBC) Earnings QualityThe most recent earnings report from MasterBrand, Inc. ( NYSE:MBC ) was disappointing for shareholders. However, our...Reported Earnings • Mar 08Full year 2022 earnings releasedFull year 2022 results: EPS: US$1.21. Revenue: US$3.28b (up 15% from FY 2021). Net income: US$155.4m (down 15% from FY 2021). Profit margin: 4.7% (down from 6.4% in FY 2021). Revenue is expected to decline by 7.6% p.a. on average during the next 2 years, while revenues in the Building industry in the US are expected to grow by 3.1%.お知らせ • Feb 15MasterBrand, Inc. to Report Q4, 2022 Results on Mar 07, 2023MasterBrand, Inc. announced that they will report Q4, 2022 results After-Market on Mar 07, 2023株主還元MBCUS BuildingUS 市場7D30.8%3.1%1.3%1Y-8.0%7.6%27.7%株主還元を見る業界別リターン: MBC過去 1 年間で7.6 % の収益を上げたUS Building業界を下回りました。リターン対市場: MBCは、過去 1 年間で27.7 % のリターンを上げたUS市場を下回りました。価格変動Is MBC's price volatile compared to industry and market?MBC volatilityMBC Average Weekly Movement8.3%Building Industry Average Movement6.1%Market Average Movement7.2%10% most volatile stocks in US Market16.6%10% least volatile stocks in US Market3.0%安定した株価: MBC 、 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: MBCの 週次ボラティリティ ( 8% ) 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195412,633Dave Banyardwww.masterbrand.comマスターブランド社は、米国、カナダ、メキシコで住宅用キャビネットの製造・販売を行っている。同社は、キッチン、バスルーム、その他住まいの様々な場所に、ストックキャビネット、セミオーダーキャビネット、プレミアムキャビネットなどの住宅用キャビネット製品を提供している。販売店、小売店、建築業者を通じて、リフォーム市場や新築市場に製品を販売している。マスターブランド社は1954 年に設立され、オハイオ州ビーチウッドに本社を置く。もっと見るMasterBrand, Inc. 基礎のまとめMasterBrand の収益と売上を時価総額と比較するとどうか。MBC 基礎統計学時価総額US$1.06b収益（TTM）-US$2.00m売上高(TTM)US$2.69b0.4xP/Sレシオ-595.8xPER（株価収益率MBC は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計MBC 損益計算書（TTM）収益US$2.69b売上原価US$1.91b売上総利益US$781.20mその他の費用US$783.20m収益-US$2.00m直近の収益報告Mar 29, 2026次回決算日該当なし一株当たり利益（EPS）-0.016グロス・マージン29.02%純利益率-0.074%有利子負債／自己資本比率82.2%MBC の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation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2026/05/27 06:24終値2026/05/27 00:00収益2026/03/29年間収益2025/12/28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年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 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MasterBrand, Inc. 1 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。1 アナリスト機関Garik ShmoisLoop Capital Markets
お知らせ • May 07MasterBrand, Inc. Provides Earnings Guidance for the Second Quarter of 2026MasterBrand, Inc. provided earnings guidance for the second quarter of 2026. For the quarter, the company expects net sales year-over-year decrease of mid-single-digit to high-single-digit percentage.
Reported Earnings • May 06First quarter 2026 earnings released: US$0.12 loss per share (vs US$0.10 profit in 1Q 2025)First quarter 2026 results: US$0.12 loss per share (down from US$0.10 profit in 1Q 2025). Revenue: US$618.0m (down 6.4% from 1Q 2025). Net loss: US$15.4m (down 216% from profit in 1Q 2025). Revenue is forecast to grow 2.1% p.a. on average during the next 2 years, compared to a 6.8% growth forecast for the Building industry in the US. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
お知らせ • Apr 23MasterBrand, Inc., Annual General Meeting, Jun 04, 2026MasterBrand, Inc., Annual General Meeting, Jun 04, 2026. Location: 3333 richmond road, beachwood, ohio 4412, United States
お知らせ • Apr 08MasterBrand, Inc. to Report Q1, 2026 Results on May 05, 2026MasterBrand, Inc. announced that they will report Q1, 2026 results After-Market on May 05, 2026
Price Target Changed • Mar 31Price target decreased by 23% to US$11.59Down from US$15.00, the current price target is an average from 2 analysts. New target price is 39% above last closing price of US$8.31. Stock is down 36% over the past year. The company posted earnings per share of US$0.21 last year.
Reported Earnings • Feb 12Full year 2025 earnings released: EPS: US$0.21 (vs US$0.99 in FY 2024)Full year 2025 results: EPS: US$0.21 (down from US$0.99 in FY 2024). Revenue: US$2.73b (up 1.3% from FY 2024). Net income: US$26.7m (down 79% from FY 2024). Profit margin: 1.0% (down from 4.7% in FY 2024). Revenue is forecast to stay flat during the next 2 years compared to a 6.2% growth forecast for the Building industry in the US. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
お知らせ • May 07MasterBrand, Inc. Provides Earnings Guidance for the Second Quarter of 2026MasterBrand, Inc. provided earnings guidance for the second quarter of 2026. For the quarter, the company expects net sales year-over-year decrease of mid-single-digit to high-single-digit percentage.
Reported Earnings • May 06First quarter 2026 earnings released: US$0.12 loss per share (vs US$0.10 profit in 1Q 2025)First quarter 2026 results: US$0.12 loss per share (down from US$0.10 profit in 1Q 2025). Revenue: US$618.0m (down 6.4% from 1Q 2025). Net loss: US$15.4m (down 216% from profit in 1Q 2025). Revenue is forecast to grow 2.1% p.a. on average during the next 2 years, compared to a 6.8% growth forecast for the Building industry in the US. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
お知らせ • Apr 23MasterBrand, Inc., Annual General Meeting, Jun 04, 2026MasterBrand, Inc., Annual General Meeting, Jun 04, 2026. Location: 3333 richmond road, beachwood, ohio 4412, United States
お知らせ • Apr 08MasterBrand, Inc. to Report Q1, 2026 Results on May 05, 2026MasterBrand, Inc. announced that they will report Q1, 2026 results After-Market on May 05, 2026
Price Target Changed • Mar 31Price target decreased by 23% to US$11.59Down from US$15.00, the current price target is an average from 2 analysts. New target price is 39% above last closing price of US$8.31. Stock is down 36% over the past year. The company posted earnings per share of US$0.21 last year.
Reported Earnings • Feb 12Full year 2025 earnings released: EPS: US$0.21 (vs US$0.99 in FY 2024)Full year 2025 results: EPS: US$0.21 (down from US$0.99 in FY 2024). Revenue: US$2.73b (up 1.3% from FY 2024). Net income: US$26.7m (down 79% from FY 2024). Profit margin: 1.0% (down from 4.7% in FY 2024). Revenue is forecast to stay flat during the next 2 years compared to a 6.2% growth forecast for the Building industry in the US. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
Price Target Changed • Feb 11Price target decreased by 13% to US$14.00Down from US$16.00, the current price target is provided by 1 analyst. New target price is 16% above last closing price of US$12.06. Stock is down 27% over the past year. The company posted earnings per share of US$0.65 last year.
お知らせ • Feb 11MasterBrand, Inc. Provides Earnings Guidance for the First Quarter of 2026MasterBrand, Inc. provided earnings guidance for the first quarter of 2026. For the quarter, the company expects net sales year-over-year decrease of mid-single-digit to high-single-digit percentage.
分析記事 • Jan 30Is MasterBrand (NYSE:MBC) A Risky Investment?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
お知らせ • Jan 14MasterBrand, Inc. to Report Q4, 2025 Results on Feb 10, 2026MasterBrand, Inc. announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Feb 10, 2026
分析記事 • Jan 09What Is MasterBrand, Inc.'s (NYSE:MBC) Share Price Doing?MasterBrand, Inc. ( NYSE:MBC ), might not be a large cap stock, but it received a lot of attention from a substantial...
分析記事 • Dec 17Estimating The Intrinsic Value Of MasterBrand, Inc. (NYSE:MBC)Key Insights MasterBrand's estimated fair value is US$12.90 based on 2 Stage Free Cash Flow to Equity With US$11.50...
Valuation Update With 7 Day Price Move • Nov 25Investor sentiment improves as stock rises 17%After last week's 17% share price gain to US$11.00, the stock trades at a trailing P/E ratio of 16.9x. Average forward P/E is 18x in the Building industry in the US. Total loss to shareholders of 36% over the past year.
Buy Or Sell Opportunity • Nov 17Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 23% to US$9.82. The fair value is estimated to be US$12.52, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.4% over the last 3 years. Earnings per share has declined by 18%.
Reported Earnings • Nov 06Third quarter 2025 earnings released: EPS: US$0.14 (vs US$0.23 in 3Q 2024)Third quarter 2025 results: EPS: US$0.14 (down from US$0.23 in 3Q 2024). Revenue: US$698.9m (down 2.7% from 3Q 2024). Net income: US$18.1m (down 38% from 3Q 2024). Profit margin: 2.6% (down from 4.1% in 3Q 2024). Revenue is expected to decline by 1.4% p.a. on average during the next 2 years, while revenues in the Building industry in the US are expected to grow by 5.2%.
お知らせ • Nov 05MasterBrand, Inc. Updates Earnings Guidance for the Year 2025MasterBrand, Inc. updated earnings guidance for the year 2025. For full year 2025, the Company expects net sales year-over-year approximately flat - Organic net sales decrease of mid single-digit percentage. The company continues to expect organic net sales performance to outperform the underlying market, as new products, channel-specific offerings and previously implemented price actions gain traction. The Company updated its guidance to account for the expected impact of recently enacted tariffs on operating performance. MasterBrand continues to closely evaluate the impact of tariffs and is actively executing a comprehensive mitigation strategy. This includes targeted pricing adjustments, supplier renegotiations, alternative sourcing and optimizing or relocating manufacturing operations to offset tariff exposure as trade policy evolves.
お知らせ • Oct 08MasterBrand, Inc. to Report Q3, 2025 Results on Nov 04, 2025MasterBrand, Inc. announced that they will report Q3, 2025 results After-Market on Nov 04, 2025
Seeking Alpha • Oct 03MasterBrand: Undervalued Play With Upside Potential Thanks To American Woodmark DealSummary MasterBrand, Inc. is positioned to benefit significantly from its merger with American Woodmark Corporation, driven by operational synergies and digital transformation. Employees will most likely understand and be prepared for the merger because MBC reported a number of acquisitions in the past. MBC appears undervalued on a standalone basis, with free cash flow and EV/EBITDA metrics suggesting 30% upside potential even if the merger does not close. With net debt of $954 million, WACC of 6%, and long term growth of 2%, I obtained a total valuation of $49 per share. Read the full article on Seeking Alpha
分析記事 • Aug 31Is It Time To Consider Buying MasterBrand, Inc. (NYSE:MBC)?MasterBrand, Inc. ( NYSE:MBC ), is not the largest company out there, but it saw a significant share price rise of 30...
Reported Earnings • Aug 06Second quarter 2025 earnings released: EPS: US$0.29 (vs US$0.36 in 2Q 2024)Second quarter 2025 results: EPS: US$0.29 (down from US$0.36 in 2Q 2024). Revenue: US$730.9m (up 8.0% from 2Q 2024). Net income: US$37.3m (down 18% from 2Q 2024). Profit margin: 5.1% (down from 6.7% in 2Q 2024). Revenue is forecast to stay flat during the next 2 years compared to a 5.4% growth forecast for the Building industry in the US.
お知らせ • Aug 06+ 1 more updateMasterBrand, Inc. (NYSE:MBC) entered into a definitive agreement to acquire American Woodmark Corporation (NasdaqGS:AMWD) for approximately $900 million.MasterBrand, Inc. (NYSE:MBC) entered into a definitive agreement to acquire American Woodmark Corporation (NasdaqGS:AMWD) for approximately $900 million on August 6, 2025. Under the terms of the agreement, at closing, American Woodmark shareholders will receive 5.150 shares of MasterBrand common stock for each share of American Woodmark common stock owned. MasterBrand and American Woodmark shareholders will own approximately 63% and 37% of the combined company, respectively, on a fully diluted basis. Upon closing, American Woodmark will become a wholly-owned subsidiary of MasterBrand and the MasterBrand Board will be expanded to include three directors from American Woodmark. Dave Banyard will serve as Chief Executive Officer of the combined company, and David Petratis will serve as Chair of the combined company’s Board. Following the closing of the transaction, the combined company, to be called MasterBrand, will be headquartered in Beachwood, OH and will maintain a significant presence in Winchester, VA. Nathaniel Leonard, EVP, Corporate Strategy and Development at MasterBrand will lead the process to integrate MasterBrand and American Woodmark. The transaction, has been unanimously approved by the Board of Directors of both companies, and is subject to approval of the transaction by MasterBrand and American Woodmark shareholders, the receipt of regulatory approvals, and the satisfaction of other customary closing conditions. The transaction is expected to close in early 2026. Rothschild & Co is acting as MasterBrand’s financial advisor, and Skadden, Arps, Slate, Meagher & Flom LLP is acting as MasterBrand’s legal counsel on the transaction. Joele Frank, Wilkinson Brimmer Katcher is serving as strategic communications advisor, and C Street Advisory Group is serving as investor relations advisor. Jefferies LLC is acting as American Woodmark’s financial advisor, and McGuireWoods LLP is acting as American Woodmark’s legal counsel on the transaction. Collected Strategies is serving as strategic communications advisor to American Woodmark.
分析記事 • Jul 22MasterBrand (NYSE:MBC) Has A Somewhat Strained Balance SheetDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
お知らせ • Jul 10MasterBrand, Inc. to Report Q2, 2025 Results on Aug 06, 2025MasterBrand, Inc. announced that they will report Q2, 2025 results After-Market on Aug 06, 2025
分析記事 • Jul 04The Market Doesn't Like What It Sees From MasterBrand, Inc.'s (NYSE:MBC) Earnings YetMasterBrand, Inc.'s ( NYSE:MBC ) price-to-earnings (or "P/E") ratio of 14.5x might make it look like a buy right now...
分析記事 • May 31Is Now An Opportune Moment To Examine MasterBrand, Inc. (NYSE:MBC)?While MasterBrand, Inc. ( NYSE:MBC ) might not have the largest market cap around , it received a lot of attention from...
分析記事 • May 15MasterBrand's (NYSE:MBC) Soft Earnings Are Actually Better Than They AppearMasterBrand, Inc.'s ( NYSE:MBC ) earnings announcement last week didn't impress shareholders. However, our analysis...
Reported Earnings • May 07First quarter 2025 earnings released: EPS: US$0.10 (vs US$0.29 in 1Q 2024)First quarter 2025 results: EPS: US$0.10 (down from US$0.29 in 1Q 2024). Revenue: US$660.3m (up 3.5% from 1Q 2024). Net income: US$13.3m (down 65% from 1Q 2024). Profit margin: 2.0% (down from 5.9% in 1Q 2024). Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Building industry in the US.
お知らせ • May 07MasterBrand, Inc. Provides Earnings Guidance for the Full Year 2025MasterBrand, Inc. provided earnings guidance for the full year 2025. For the year company expects Net sales year-over-year decrease of low single digit percentage. Organic net sales decrease of mid single-digit percentage.
分析記事 • Apr 29MasterBrand, Inc. (NYSE:MBC) Shares Could Be 48% Below Their Intrinsic Value EstimateKey Insights Using the 2 Stage Free Cash Flow to Equity, MasterBrand fair value estimate is US$22.74 MasterBrand is...
お知らせ • Apr 28MasterBrand, Inc., Annual General Meeting, Jun 05, 2025MasterBrand, Inc., Annual General Meeting, Jun 05, 2025. Location: 3333 richmond road, ohio 44122, beachwood, United States
お知らせ • Apr 09MasterBrand, Inc. to Report Q1, 2025 Results on May 06, 2025MasterBrand, Inc. announced that they will report Q1, 2025 results After-Market on May 06, 2025
分析記事 • Mar 27MasterBrand, Inc.'s (NYSE:MBC) Share Price Is Matching Sentiment Around Its EarningsWith a price-to-earnings (or "P/E") ratio of 13.7x MasterBrand, Inc. ( NYSE:MBC ) may be sending bullish signals at the...
お知らせ • Mar 18MasterBrand, Inc. (NYSE:MBC) announces an Equity Buyback for $50 million worth of its shares.MasterBrand, Inc. (NYSE:MBC) announces a share repurchase program. Under the program, the company will repurchase up to $50 million worth of its shares. The authorization is in effect until March 13, 2028.
Recent Insider Transactions • Mar 06Independent Director recently bought US$282k worth of stockOn the 28th of February, Robert Crisci bought around 20k shares on-market at roughly US$14.08 per share. This transaction amounted to 53% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought US$323k more in shares than they have sold in the last 12 months.
Seeking Alpha • Mar 01MasterBrand Cabinets: Macro Uncertainty Top Of MindSummary MasterBrand Cabinets posted a worse-than-expected quarter in Q4, but most of my previous thesis remains intact, structurally speaking. Sales will likely soften further throughout 2025, but between cross-selling opportunities and margin growth initiatives, they can partly offset market headwinds. The bigger valuation worry is just the macro degrading more than expected, but at today's price, I think investors can earn an attractive IRR over time. Read the full article on Seeking Alpha
Buy Or Sell Opportunity • Feb 20Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to US$14.76. The fair value is estimated to be US$18.51, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 5.1% over the last 3 years. Earnings per share has declined by 4.4%.
Reported Earnings • Feb 19Full year 2024 earnings released: EPS: US$0.99 (vs US$1.42 in FY 2023)Full year 2024 results: EPS: US$0.99 (down from US$1.42 in FY 2023). Revenue: US$2.70b (flat on FY 2023). Net income: US$125.9m (down 31% from FY 2023). Profit margin: 4.7% (down from 6.7% in FY 2023). Revenue is forecast to grow 4.8% p.a. on average during the next 2 years, compared to a 5.5% growth forecast for the Building industry in the US.
お知らせ • Feb 19MasterBrand, Inc. Provides Earnings Guidance for the Full Year 2025MasterBrand, Inc. provided earnings guidance for the full year 2025. For the year, the company expects Net sales year-over-year increase of mid single-digit %. Organic net sales flat.
Seeking Alpha • Feb 05MasterBrand: Enough Growth To Offset Macro?Summary Masterbrand has seen its share price decline amid today's macro uncertainty, and consistent with their fundamental results. Sales have an attractive near-term opportunity to grow via pricing and sales synergies from newly acquired Supreme Cabinets, and are positioned well competitively long term. However, the near-term macro risks concern me, i.e., near-term consumer spend declines on top of recently announced tariffs. Read the full article on Seeking Alpha
分析記事 • Feb 04What Does MasterBrand, Inc.'s (NYSE:MBC) Share Price Indicate?While MasterBrand, Inc. ( NYSE:MBC ) might not have the largest market cap around , it received a lot of attention from...
Price Target Changed • Feb 02Price target decreased by 8.7% to US$21.00Down from US$23.00, the current price target is provided by 1 analyst. New target price is 21% above last closing price of US$17.32. Stock is up 23% over the past year. The company posted earnings per share of US$1.42 last year.
分析記事 • Jan 22MasterBrand (NYSE:MBC) Hasn't Managed To Accelerate Its ReturnsDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Amongst other things...
お知らせ • Jan 15MasterBrand, Inc. to Report Q4, 2024 Results on Feb 18, 2025MasterBrand, Inc. announced that they will report Q4, 2024 results After-Market on Feb 18, 2025
分析記事 • Jan 07We Think MasterBrand (NYSE:MBC) Is Taking Some Risk With Its DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Seeking Alpha • Jan 06MasterBrand: Market Share Gains And End Market Recovery Should Drive UpsideSummary MasterBrand's growth prospects are driven by new product launches under the "Align to Grow" initiative and synergies from the Supreme Cabinetry acquisition. The company is well-positioned to benefit from an end-market recovery due to interest rate cycle reversal and structural housing supply shortages. Margin growth is expected from price increases, cost-saving initiatives, and integration synergies, with easier year-over-year comparisons ahead. MBC stock is undervalued, trading at a discount to sector median, offering attractive upside potential; hence, I rate it a buy. Read the full article on Seeking Alpha
分析記事 • Dec 16MasterBrand, Inc.'s (NYSE:MBC) Intrinsic Value Is Potentially 43% Above Its Share PriceKey Insights MasterBrand's estimated fair value is US$23.21 based on 2 Stage Free Cash Flow to Equity MasterBrand is...
分析記事 • Nov 26MasterBrand, Inc. (NYSE:MBC) Looks Inexpensive But Perhaps Not Attractive EnoughWhen close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 20x, you may...
Reported Earnings • Nov 06Third quarter 2024 earnings released: EPS: US$0.23 (vs US$0.47 in 3Q 2023)Third quarter 2024 results: EPS: US$0.23 (down from US$0.47 in 3Q 2023). Revenue: US$718.1m (up 6.0% from 3Q 2023). Net income: US$29.1m (down 51% from 3Q 2023). Profit margin: 4.1% (down from 8.8% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.0% p.a. on average during the next 2 years, compared to a 4.6% growth forecast for the Building industry in the US.
お知らせ • Nov 06MasterBrand, Inc. Reiterates Earnings Guidance for the Full Year of 2024MasterBrand, Inc. reiterated earnings guidance for the full year of 2024. Net sales year-over-year increase of low single-digit percentage and organic decline of low single-digit percentage.
お知らせ • Oct 09MasterBrand, Inc. to Report Q3, 2024 Results on Nov 05, 2024MasterBrand, Inc. announced that they will report Q3, 2024 results After-Market on Nov 05, 2024
Seeking Alpha • Sep 27MasterBrand: Crafting A ComebackSummary MasterBrand is a leading North American cabinetry manufacturer, showing stable revenue growth despite FY23 challenges, and has improved margins through strategic initiatives and cost-saving measures. The acquisition of Supreme Cabinetry Brands enhances MBC's premium offerings and distribution, positioning it for growth as the housing market recovers due to Federal Reserve rate cuts. Management has increased the 2024 outlook, expecting a low single-digit YoY increase and adjusted EBITDA margin within 14.0% to 14.5%. Read the full article on Seeking Alpha
New Risk • Sep 22New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: US$366k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Sep 19Investor sentiment improves as stock rises 18%After last week's 18% share price gain to US$18.83, the stock trades at a trailing P/E ratio of 13.4x. Average forward P/E is 20x in the Building industry in the US. Total returns to shareholders of 52% over the past year. Simply Wall St's valuation model estimates the intrinsic value at US$33.74 per share.
分析記事 • Sep 15MasterBrand (NYSE:MBC) Might Have The Makings Of A Multi-BaggerIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Recent Insider Transactions • Aug 14Independent Director recently bought US$308k worth of stockOn the 9th of August, Robert Crisci bought around 20k shares on-market at roughly US$15.39 per share. This transaction amounted to 76% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
Reported Earnings • Aug 07Second quarter 2024 earnings released: EPS: US$0.36 (vs US$0.40 in 2Q 2023)Second quarter 2024 results: EPS: US$0.36 (down from US$0.40 in 2Q 2023). Revenue: US$676.5m (down 2.7% from 2Q 2023). Net income: US$45.3m (down 12% from 2Q 2023). Profit margin: 6.7% (down from 7.4% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.8% p.a. on average during the next 2 years, compared to a 5.4% growth forecast for the Building industry in the US.
Valuation Update With 7 Day Price Move • Jul 16Investor sentiment improves as stock rises 26%After last week's 26% share price gain to US$17.61, the stock trades at a trailing P/E ratio of 12.1x. Average forward P/E is 21x in the Building industry in the US. Total returns to shareholders of 44% over the past year. Simply Wall St's valuation model estimates the intrinsic value at US$23.97 per share.
Seeking Alpha • Jul 16MasterBrand Cabinets: Undervalued If The Market StabilizesSummary MasterBrand Cabinets (MBC) stock price, similar to AMWD, is down double-digits since the early part of 2024. While Q1 sales were down sequentially and on a year-over-year basis, it does appear that their end-markets are seeing relatively stable demand on a go-forward basis. Should that condition hold, MBC has room for more upside, particularly if they can extract even a small amount of the announced synergies from their newly acquired Superior Cabinetry. Read the full article on Seeking Alpha
分析記事 • Jul 15An Intrinsic Calculation For MasterBrand, Inc. (NYSE:MBC) Suggests It's 36% UndervaluedKey Insights Using the 2 Stage Free Cash Flow to Equity, MasterBrand fair value estimate is US$23.78 MasterBrand's...
お知らせ • Jul 10MasterBrand, Inc. to Report Q2, 2024 Results on Aug 06, 2024MasterBrand, Inc. announced that they will report Q2, 2024 results at 4:00 PM, US Eastern Standard Time on Aug 06, 2024
分析記事 • Jun 24Is MasterBrand (NYSE:MBC) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
お知らせ • Jun 13MasterBrand, Inc. Appoints Catherine Courage to the BoardOn June 6, 2024, the Board of Directors of MasterBrand, Inc., acting upon the recommendation of its Nominating, Environmental, Social and Governance Committee, elected Catherine Courage as the newest member of the Board, effective immediately. Ms. Courage will serve on Class III of the Board and on the Board’s Audit Committee and Nominating, Environmental, Social and Governance Committee. Ms. Courage serves as Vice President at Google, leading a user experience and data science team that works on Google’s largest properties. Since taking on this role in 2016, she has led the team through major moments such as the shifts to more natural search through multi-modal input, augmented reality in commerce, and generative AI. Prior to her current role, Ms. Courage led user experience for Google's Ads business, overseeing the design and research of the full suite of products built for both customers and consumers. Before Google, Ms. Courage held numerous user experience leadership positions at DocuSign, Citrix, and Salesforce. Ms. Courage serves on the boards of the California College of Arts and Insight Enterprises, a Fortune 500 enterprise technology company. She is also a C100 Charter Member supporting Canadian technology entrepreneurship through mentorship, partnership, and investment. Ms. Courage holds a BS from Memorial University of Newfoundland and a MASc degree in Industrial Engineering: Human Factors from the University of Toronto.
分析記事 • Jun 02Here's Why We Think MasterBrand (NYSE:MBC) Is Well Worth WatchingIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
お知らせ • May 09Masterbrand, Inc. Reiterates Earnings Guidance for the Full Year 2024MasterBrand, Inc. reiterated earnings guidance for the full year 2024. For the year, the company expects net sales year-over-year decline of low single-digit percentage to flat.
Reported Earnings • May 08First quarter 2024 earnings released: EPS: US$0.29 (vs US$0.27 in 1Q 2023)First quarter 2024 results: EPS: US$0.29 (up from US$0.27 in 1Q 2023). Revenue: US$638.1m (down 5.7% from 1Q 2023). Net income: US$37.5m (up 7.1% from 1Q 2023). Profit margin: 5.9% (up from 5.2% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Building industry in the US.
Buy Or Sell Opportunity • May 08Now 22% undervaluedOver the last 90 days, the stock has risen 11% to US$16.40. The fair value is estimated to be US$21.09, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 15% over the last year. Earnings per share has grown by 29%.
Seeking Alpha • Apr 29MasterBrand: Despite Recent Troubles, Shares Still Offer Some Nice UpsideSummary MasterBrand, a company focused on cabinetry products, has shown signs of weakness in revenue and cash flow, but shares remain cheap. Analysts expect a decline in revenue and profits for the first quarter of 2024, but the weakness is expected to be temporary. Despite industry challenges, management remains optimistic about the future and has increased estimates for the size of their target markets. Read the full article on Seeking Alpha
お知らせ • Apr 24MasterBrand, Inc., Annual General Meeting, Jun 05, 2024MasterBrand, Inc., Annual General Meeting, Jun 05, 2024, at 09:00 US Eastern Standard Time. Location: at 3333 Richmond Road, Beachwood, Ohio 44122 Beachwood United States Agenda: To consider the election of Directors; to approve the Advisory Vote on Executive Compensation; to consider the Ratification of Independent Auditor; and to consider other matters if any.
お知らせ • Apr 11MasterBrand, Inc. to Report Q1, 2024 Results on May 07, 2024MasterBrand, Inc. announced that they will report Q1, 2024 results After-Market on May 07, 2024
分析記事 • Apr 11MasterBrand's (NYSE:MBC) Returns On Capital Are Heading HigherWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
Price Target Changed • Apr 04Price target increased by 18% to US$20.00Up from US$17.00, the current price target is provided by 1 analyst. New target price is 8.6% above last closing price of US$18.42. Stock is up 147% over the past year. The company posted earnings per share of US$1.42 last year.
お知らせ • Mar 28MasterBrand, Inc. Appoints Patrick Shannon to Board of DirectorsMasterBrand, Inc. announced that Patrick Shannon was appointed to the Company’s Board of Directors effective immediately. Mr. Shannon most recently served as the Senior Vice President and Chief Financial Officer for Allegion plc, a global provider of mechanical and electronic security access control products and solutions for commercial and residential markets, following its spin-off from Ingersoll Rand in 2013 to 2022. Prior to the spin-off, he served 12 years with Ingersoll Rand in various leadership positions across multiple divisions and corporate headquarters. Mr. Shannon has also served as Senior Vice President and Chief Financial Officer at OneCoast Network Holdings, where he also held the position of interim Chief Executive Officer, and at AGCO Corporation. He began his career at Arthur Andersen LLC and was a licensed Certified Public Accountant in the State of Georgia. Mr. Shannon has served on the board of directors of Astec Industries since 2024. Mr. Shannon holds a BBA in accounting from the University of Georgia and an MBA from Mercer University.
分析記事 • Mar 23These 4 Measures Indicate That MasterBrand (NYSE:MBC) Is Using Debt Reasonably WellDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 • Mar 07MasterBrand, Inc. (NYSE:MBC) Held Back By Insufficient Growth Even After Shares Climb 27%MasterBrand, Inc. ( NYSE:MBC ) shareholders would be excited to see that the share price has had a great month, posting...
Reported Earnings • Feb 27Full year 2023 earnings released: EPS: US$1.42 (vs US$1.21 in FY 2022)Full year 2023 results: EPS: US$1.42 (up from US$1.21 in FY 2022). Revenue: US$2.73b (down 17% from FY 2022). Net income: US$182.0m (up 17% from FY 2022). Profit margin: 6.7% (up from 4.7% in FY 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 1.6% p.a. on average during the next 2 years, compared to a 5.2% growth forecast for the Building industry in the US.
お知らせ • Jan 18MasterBrand, Inc. to Report Q4, 2023 Results on Feb 26, 2024MasterBrand, Inc. announced that they will report Q4, 2023 results at 4:00 PM, US Eastern Standard Time on Feb 26, 2024
Price Target Changed • Jan 09Price target increased by 13% to US$17.00Up from US$15.00, the current price target is provided by 1 analyst. New target price is 16% above last closing price of US$14.70. Stock is up 92% over the past year. The company posted earnings per share of US$1.21 last year.
Seeking Alpha • Dec 25MasterBrand: An Attractive Play On Long-Term Growth Despite Recent PainSummary MasterBrand, a provider of cabinetry products, is a solid value play in the market. The company has achieved attractive growth in recent years but has experienced a decline in revenue and cash flows in 2023. Despite the weakness, shares of MasterBrand are attractively priced and offer upside potential, making it a 'buy' rating. Read the full article on Seeking Alpha
Seeking Alpha • Dec 14MasterBrand: The Uptrend Should ContinueSummary MasterBrand has outperformed the market and is expected to see its revenue bottom next year due to the end of retail inventory destocking and easier year-over-year comparisons. The company's margins are improving and are expected to continue to do so with cost savings and productivity initiatives. The stock is trading at a discount compared to its peer American Woodmark and has good long-term growth prospects, leading to a buy rating. Read the full article on Seeking Alpha
分析記事 • Dec 12MasterBrand's (NYSE:MBC) Returns On Capital Are Heading HigherIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...
お知らせ • Nov 10Masterbrand, Inc. Provides Earnings Guidance for the Fourth Quarter of 2023MasterBrand, Inc. provided earnings guidance for the fourth quarter of 2023. For the period, the company expects Net sales year-over-year decline of mid teens percentage in the fourth quarter of 2023.
Reported Earnings • Nov 10Third quarter 2023 earnings released: EPS: US$0.47 (vs US$0.41 in 3Q 2022)Third quarter 2023 results: EPS: US$0.47 (up from US$0.41 in 3Q 2022). Revenue: US$677.3m (down 21% from 3Q 2022). Net income: US$59.7m (up 14% from 3Q 2022). Profit margin: 8.8% (up from 6.1% in 3Q 2022). Revenue is expected to decline by 3.7% p.a. on average during the next 2 years, while revenues in the Building industry in the US are expected to grow by 3.9%.
お知らせ • Oct 11MasterBrand, Inc. to Report Q3, 2023 Results on Nov 07, 2023MasterBrand, Inc. announced that they will report Q3, 2023 results After-Market on Nov 07, 2023
Seeking Alpha • Sep 28MasterBrand: Good Long-Term Prospects At An Attractive ValuationSummary While MasterBrand faces near-term revenue challenges due to economic uncertainty, its growth initiatives position it well for long-term growth. The company was able to improve margins in Q2 2023 despite lower sales. The company's focus on cost-saving initiatives and automation should support long-term margin growth. Valuation is attractive. Read the full article on Seeking Alpha
Reported Earnings • Aug 09Second quarter 2023 earnings released: EPS: US$0.40 (vs US$0.32 in 2Q 2022)Second quarter 2023 results: EPS: US$0.40 (up from US$0.32 in 2Q 2022). Revenue: US$695.1m (down 19% from 2Q 2022). Net income: US$51.2m (up 25% from 2Q 2022). Profit margin: 7.4% (up from 4.8% in 2Q 2022). Revenue is expected to decline by 3.8% p.a. on average during the next 2 years, while revenues in the Building industry in the US are expected to grow by 4.5%.
お知らせ • Aug 09MasterBrand, Inc. Provides Earnings Guidance for the Second Half and Full Year of 2023MasterBrand, Inc. provided earnings guidance for the second half and full year of 2023. Net sales year-over-year decline of mid teens percentage in the second half of 2023.Net sales outlook remains unchanged for the full year as the company continues to expect softer end market demand in 2023.
Seeking Alpha • Jul 13MasterBrand: Good Execution And End Markets Bottoming Make It A BuySummary MasterBrand is expected to benefit from a potential housing market recovery next year as well as strong market position and favorable long-term tailwinds. The company's margin is expected to benefit from proactive pricing strategies and cost-reduction initiatives. The company is executing well with its "Align to Grow" initiatives. Read the full article on Seeking Alpha
お知らせ • Jul 12MasterBrand, Inc. to Report Q2, 2023 Results on Aug 08, 2023MasterBrand, Inc. announced that they will report Q2, 2023 results After-Market on Aug 08, 2023
お知らせ • Jun 19MasterBrand, Inc.(NYSE:MBC) dropped from FTSE All-World Index (USD)MasterBrand, Inc.(NYSE:MBC) dropped from FTSE All-World Index (USD)
Valuation Update With 7 Day Price Move • May 16Investor sentiment improves as stock rises 28%After last week's 28% share price gain to US$10.74, the stock trades at a trailing P/E ratio of 9.6x. Average forward P/E is 14x in the Building industry in the US.
お知らせ • May 11MasterBrand, Inc. Reaffirms Revenue Guidance for the Full Year 2023 and Provides Revenue Guidance for the Second Quarter, Third Quarter and Fourth Quarter of 2023MasterBrand, Inc. reaffirmed revenue guidance for the full year 2023 and provided revenue guidance for the second quarter, third quarter and fourth quarter of 2023. For full year 2023, the Company expects Net sales year-over-year decline of mid teens, based on market declines of low teens. Net sales outlook remains unchanged for the full year as the Company continues to expect softer end markets in 2023.Given the strength in the first quarter, The company expects to see a slight net sales step-up sequentially in the second quarter with sequential declines in both the third and the fourth quarter.
Reported Earnings • May 10First quarter 2023 earnings releasedFirst quarter 2023 results: EPS: US$0.27. Revenue: US$676.7m (down 17% from 1Q 2022). Net income: US$35.0m (down 20% from 1Q 2022). Profit margin: 5.2% (down from 5.4% in 1Q 2022). Revenue is expected to decline by 5.6% p.a. on average during the next 2 years, while revenues in the Building industry in the US are expected to grow by 4.5%.
お知らせ • May 10MasterBrand, Inc. (NYSE:MBC) announces an Equity Buyback for $50 million worth of its shares.MasterBrand, Inc. (NYSE:MBC) announces a share repurchase program. Under the program, the company will repurchase up to $50 million worth of its shares. The authorization is in effect until April 23, 2025.
分析記事 • Mar 17Investors Can Find Comfort In MasterBrand's (NYSE:MBC) Earnings QualityThe most recent earnings report from MasterBrand, Inc. ( NYSE:MBC ) was disappointing for shareholders. However, our...
Reported Earnings • Mar 08Full year 2022 earnings releasedFull year 2022 results: EPS: US$1.21. Revenue: US$3.28b (up 15% from FY 2021). Net income: US$155.4m (down 15% from FY 2021). Profit margin: 4.7% (down from 6.4% in FY 2021). Revenue is expected to decline by 7.6% p.a. on average during the next 2 years, while revenues in the Building industry in the US are expected to grow by 3.1%.
お知らせ • Feb 15MasterBrand, Inc. to Report Q4, 2022 Results on Mar 07, 2023MasterBrand, Inc. announced that they will report Q4, 2022 results After-Market on Mar 07, 2023
