MasterBrand, Inc.

NYSE:MBC 株式レポート

時価総額：US$911.3m

MasterBrand マネジメント

マネジメント 基準チェック /24

MasterBrandの CEO はDave Banyardで、 Dec2022年に任命され、 の在任期間は 3.42年です。 の年間総報酬は$ 7.43Mで、 14.1%給与と85.9%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0.58%を直接所有しており、その価値は$ 5.33M 。経営陣と取締役会の平均在任期間はそれぞれ3.4年と3.4年です。

主要情報

Dave Banyard

最高経営責任者

US$7.4m

報酬総額

CEO給与比率14.11%
CEO在任期間3.4yrs
CEOの所有権0.6%
経営陣の平均在職期間3.4yrs
取締役会の平均在任期間3.4yrs

経営陣の近況

Recent updates

分析記事 • Jan 30

Is 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...
分析記事 • Jan 09

What 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 17

Estimating 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...
Seeking Alpha • Oct 03

MasterBrand: Undervalued Play With Upside Potential Thanks To American Woodmark Deal

Summary 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 31

Is 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...
分析記事 • Jul 22

MasterBrand (NYSE:MBC) Has A Somewhat Strained Balance Sheet

David 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 • Jul 04

The Market Doesn't Like What It Sees From MasterBrand, Inc.'s (NYSE:MBC) Earnings Yet

MasterBrand, 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 31

Is 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 15

MasterBrand's (NYSE:MBC) Soft Earnings Are Actually Better Than They Appear

MasterBrand, Inc.'s ( NYSE:MBC ) earnings announcement last week didn't impress shareholders. However, our analysis...
分析記事 • Apr 29

MasterBrand, Inc. (NYSE:MBC) Shares Could Be 48% Below Their Intrinsic Value Estimate

Key Insights Using the 2 Stage Free Cash Flow to Equity, MasterBrand fair value estimate is US$22.74 MasterBrand is...
分析記事 • Mar 27

MasterBrand, Inc.'s (NYSE:MBC) Share Price Is Matching Sentiment Around Its Earnings

With a price-to-earnings (or "P/E") ratio of 13.7x MasterBrand, Inc. ( NYSE:MBC ) may be sending bullish signals at the...
Seeking Alpha • Mar 01

MasterBrand Cabinets: Macro Uncertainty Top Of Mind

Summary 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
Seeking Alpha • Feb 05

MasterBrand: 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 04

What 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...
分析記事 • Jan 22

MasterBrand (NYSE:MBC) Hasn't Managed To Accelerate Its Returns

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Amongst other things...
分析記事 • Jan 07

We Think MasterBrand (NYSE:MBC) Is Taking Some Risk With Its Debt

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Seeking Alpha • Jan 06

MasterBrand: Market Share Gains And End Market Recovery Should Drive Upside

Summary 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 16

MasterBrand, Inc.'s (NYSE:MBC) Intrinsic Value Is Potentially 43% Above Its Share Price

Key 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 26

MasterBrand, Inc. (NYSE:MBC) Looks Inexpensive But Perhaps Not Attractive Enough

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 20x, you may...
Seeking Alpha • Sep 27

MasterBrand: Crafting A Comeback

Summary 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
分析記事 • Sep 15

MasterBrand (NYSE:MBC) Might Have The Makings Of A Multi-Bagger

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Seeking Alpha • Jul 16

MasterBrand Cabinets: Undervalued If The Market Stabilizes

Summary 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 15

An Intrinsic Calculation For MasterBrand, Inc. (NYSE:MBC) Suggests It's 36% Undervalued

Key Insights Using the 2 Stage Free Cash Flow to Equity, MasterBrand fair value estimate is US$23.78 MasterBrand's...
分析記事 • Jun 24

Is 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...
分析記事 • Jun 02

Here's Why We Think MasterBrand (NYSE:MBC) Is Well Worth Watching

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Seeking Alpha • Apr 29

MasterBrand: Despite Recent Troubles, Shares Still Offer Some Nice Upside

Summary 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
分析記事 • Apr 11

MasterBrand's (NYSE:MBC) Returns On Capital Are Heading Higher

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
分析記事 • Mar 23

These 4 Measures Indicate That MasterBrand (NYSE:MBC) Is Using Debt Reasonably Well

David 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 07

MasterBrand, 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...
Seeking Alpha • Dec 25

MasterBrand: An Attractive Play On Long-Term Growth Despite Recent Pain

Summary 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 14

MasterBrand: The Uptrend Should Continue

Summary 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 12

MasterBrand's (NYSE:MBC) Returns On Capital Are Heading Higher

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...
Seeking Alpha • Sep 28

MasterBrand: Good Long-Term Prospects At An Attractive Valuation

Summary 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
Seeking Alpha • Jul 13

MasterBrand: Good Execution And End Markets Bottoming Make It A Buy

Summary 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
分析記事 • Mar 17

Investors Can Find Comfort In MasterBrand's (NYSE:MBC) Earnings Quality

The most recent earnings report from MasterBrand, Inc. ( NYSE:MBC ) was disappointing for shareholders. However, our...

CEO報酬分析

MasterBrand の収益と比較して、Dave Banyard の報酬はどのように変化したか？
日付総報酬給与会社業績
Mar 29 2026n/an/a

-US$2m

Dec 28 2025US$7mUS$1m

US$27m

Sep 28 2025n/an/a

US$83m

Jun 29 2025n/an/a

US$94m

Mar 30 2025n/an/a

US$102m

Dec 29 2024US$7mUS$1m

US$126m

Sep 29 2024n/an/a

US$148m

Jun 30 2024n/an/a

US$179m

Mar 31 2024n/an/a

US$185m

Dec 31 2023US$7mUS$1m

US$182m

Sep 24 2023n/an/a

US$161m

Jun 25 2023n/an/a

US$154m

Mar 26 2023n/an/a

US$144m

Dec 25 2022US$7mUS$755k

US$155m

Sep 25 2022n/an/a

US$175m

Jun 26 2022n/an/a

US$171m

Mar 27 2022n/an/a

US$180m

Dec 26 2021US$4mUS$736k

US$183m

Dec 27 2020US$5mUS$720k

US$146m

報酬と市場: Daveの 総報酬 ($USD 7.43M ) は、 US市場 ($USD 3.73M ) の同規模の企業の平均を上回っています。

報酬と収益: Daveの報酬は増加しましたが、会社は利益を上げていません。

CEO

Dave Banyard (56 yo)

3.4yrs
在職期間
US$7,428,822
報酬

Mr. R. David Banyard Jr. also known as Dave, is President of MasterBrand, Inc. and serves as its CEO since December 14, 2022. He also serves as Director of MasterBrand, Inc. since December 14, 2022. He ser...

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
R. Banyard
CEO, President & Director3.4yrsUS$7.43m0.58%
$ 5.3m
Andrea Simon
Executive VP & CFO3.4yrsUS$2.32m0.19%
$ 1.8m
Kurt Wanninger
Executive VP & COO3yrsUS$1.42m0.12%
$ 1.1m
Navi Grewal
Executive VP and Chief Digital & Technology Officer3.4yrsUS$1.64m0.10%
$ 930.6k
Andrean Horton
Executive VP3.4yrsUS$1.53m0.085%
$ 771.7k
Mark Young
Chief Accounting Officer & VP4.3yrsデータなし0.028%
$ 253.1k
Farand Pawlak
Vice President of Investor Relations & External Communicationsno dataデータなしデータなし
Bruce Kendrick
Executive VP & Chief Human Resources Officer3.4yrsUS$1.43m0.11%
$ 975.2k
Dana Hudson
Executive VP & Chief Growth Officerno dataデータなしデータなし
Rob Andersen
Executive VP and Chief Commercial Officer of Dealerno dataデータなしデータなし
Nathaniel Leonard
Executive Vice President of Corporate Strategy & Developmentno dataデータなしデータなし
Gay McMichael
Executive VP & Chief Commercial Officer of Retailno dataデータなしデータなし
3.4yrs
平均在職期間
51yo
平均年齢

経験豊富な経営陣: MBCの経営陣は 経験豊富 であると考えられます ( 3.4年の平均在職年数)。

取締役

名称ポジション在職期間報酬所有権
R. Banyard
CEO, President & Director3.4yrsUS$7.43m0.58%
$ 5.3m
Patrick Shannon
Independent Director2.2yrsUS$235.00k0.0076%
$ 69.6k
Ann Hackett
Independent Director3.4yrsUS$255.00k0.036%
$ 324.1k
David Petratis
Independent Non-Executive Chairman of the Board3.4yrsUS$372.50k0.021%
$ 188.2k
Juliana Chugg
Independent Director3.4yrsUS$235.00k0.026%
$ 238.0k
Catherine Courage
Independent Director1.9yrsUS$235.00k0.0066%
$ 60.2k
Robert Crisci
Independent Director3.4yrsUS$260.00k0.052%
$ 473.0k
Jeffery Perry
Independent Director3.4yrsUS$255.00k0.023%
$ 211.8k
3.4yrs
平均在職期間
58.5yo
平均年齢

経験豊富なボード: MBCの 取締役会 は 経験豊富 であると考えられます ( 3.4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2026/05/21 20:44
終値2026/05/21 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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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