Masco (MAS) 주식 개요
Masco Corporation은 북미, 유럽 및 전 세계에 주택 개선 및 건축 제품을 제공합니다. 자세히 보기
MAS Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$90.25
FV
25.5% 저평가 내재 할인율7.14%
Revenue growth p.a.
383
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33users have followed this narrative
Masco Corporation 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$67.26 |
| 52주 최고가 | US$79.19 |
| 52주 최저가 | US$58.16 |
| 베타 | 1.34 |
| 1개월 변동 | -9.33% |
| 3개월 변동 | -8.96% |
| 1년 변동 | 8.85% |
| 3년 변동 | 32.48% |
| 5년 변동 | 11.52% |
| IPO 이후 변동 | 15,077.67% |
최근 뉴스 및 업데이트
내러티브 업데이트 • May 21
MAS: Share Repurchases And Bolt On M&A Will Drive Future Upside
The analyst price target for Masco has been adjusted slightly to $80.67 from $81.05. Analysts point to updated assumptions for discount rate, revenue growth, profit margin, and future P/E as the key drivers of this fine tuning.내러티브 업데이트 • May 03
MAS: Share Repurchases And Dividend Policy Will Drive Future Upside Potential
Analysts have nudged their price target on Masco slightly higher to $81.05 from $80.32, reflecting updated assumptions around revenue growth, profit margins, the discount rate, and future P/E expectations. What's in the News From October 1, 2025 to December 31, 2025, Masco repurchased 3,390,046 shares, representing 1.63%, for US$216.9 million under the buyback announced on October 26, 2022, bringing total repurchases under that authorization to 24,703,980 shares, or 11.4%, for US$1,674.56 million (Key Developments).Recent updates
내러티브 업데이트 • May 21
MAS: Share Repurchases And Bolt On M&A Will Drive Future Upside
The analyst price target for Masco has been adjusted slightly to $80.67 from $81.05. Analysts point to updated assumptions for discount rate, revenue growth, profit margin, and future P/E as the key drivers of this fine tuning.내러티브 업데이트 • May 03
MAS: Share Repurchases And Dividend Policy Will Drive Future Upside Potential
Analysts have nudged their price target on Masco slightly higher to $81.05 from $80.32, reflecting updated assumptions around revenue growth, profit margins, the discount rate, and future P/E expectations. What's in the News From October 1, 2025 to December 31, 2025, Masco repurchased 3,390,046 shares, representing 1.63%, for US$216.9 million under the buyback announced on October 26, 2022, bringing total repurchases under that authorization to 24,703,980 shares, or 11.4%, for US$1,674.56 million (Key Developments).Seeking Alpha • Apr 29
Masco: Now Is Not The Time To Turn Bullish Yet
Summary Masco remains a Hold as DIY demand stays weak and commodity cost inflation threatens margins. Q1 2026 showed strong Plumbing segment growth, margin expansion, and effective pricing and cost control initiatives. Commodity cost inflation, especially in copper and oil-based inputs, poses a significant risk to MAS's future margins. Valuation at ~16.9x NTM PE is near historical averages, lacking catalysts for a positive re-rate without clearer DIY recovery or margin durability. Read the full article on Seeking Alpha
내러티브 업데이트 • Apr 19
MAS: Capital Returns And Buybacks Will Support Higher Future Earnings Power
Analysts have slightly reduced their price target on Masco to $93.13 from $93.83, citing updated assumptions for discount rate, revenue growth, profit margin, and future P/E. Their outlook remains broadly in line with prior expectations.
내러티브 업데이트 • Apr 05
MAS: Future Returns Will Rely On Margins And Aggressive Share Repurchases
Analysts have raised Masco's fair value estimate from $64.00 to $69.00, citing updated assumptions for revenue growth, profit margins, the discount rate, and future P/E expectations. What's in the News Masco is no longer included in the FTSE All-World Index (USD) following its removal as an index constituent (Index Constituent Drops).내러티브 업데이트 • Mar 22
MAS: Buybacks And Dividend Policy Will Support Future Upside Potential
Analysts have raised their price target on Masco to $80.32 from $74.37, reflecting updated assumptions about fair value, the discount rate, revenue, profit margins, and forward P/E expectations. What's in the News The Board of Directors declared a quarterly dividend of $0.32 per share, payable on March 9, 2026 to shareholders of record on February 20, 2026 (Key Developments).내러티브 업데이트 • Mar 07
MAS: Capital Returns Will Support Higher Earnings Power And Future Repricing
Analysts have nudged their price target on Masco higher to around $94, reflecting slightly firmer expectations for revenue, profit margins, and future P/E levels. Together, these factors support a modestly more optimistic view of the company’s earnings power.내러티브 업데이트 • Feb 21
MAS: Capital Returns And Higher Future P/E Will Drive Bullish Repricing
Analysts have raised their Masco price target from $86.00 to about $93.83. They cite updated fair value estimates, a slightly higher discount rate, more measured expectations for revenue growth and profit margins, and a higher assumed future P/E multiple as key factors in this revision.분석 기사 • Feb 13
Masco's (NYSE:MAS) Shareholders Will Receive A Bigger Dividend Than Last Year
The board of Masco Corporation ( NYSE:MAS ) has announced that it will be paying its dividend of $0.32 on the 9th of...내러티브 업데이트 • Feb 07
MAS: Higher Margin Outlook And Richer P/E Will Support Bullish Repricing
Analysts now frame Masco's fair value at $86.00, up from $82.34. This reflects updated assumptions for revenue growth of 6.23%, profit margin of 12.34%, a discount rate of 8.94%, and a future P/E of 19.30x.내러티브 업데이트 • Jan 24
MAS: Fair Outlook Will Hinge On Margins And Ongoing Share Repurchases
Analysts have lifted their fair value estimate for Masco from US$60.00 to US$64.00, pointing to updated assumptions around revenue growth, profit margins, and a slightly lower future P/E multiple as key drivers of the new target. What's in the News Masco issued earnings guidance for the full year ending December 31, 2025, with expected earnings per share in a range of US$3.84 to US$3.89 (company guidance).내러티브 업데이트 • Jan 09
MAS: Share Repurchases And Stable Earnings Outlook Will Support Balanced Future Upside
Analysts have made a small upward adjustment to their Masco fair value estimate to reflect slightly higher modeled revenue growth and a modestly higher future P/E assumption. The updated target is now framed around US$74.37 per share compared with the prior US$74.26.내러티브 업데이트 • Dec 26
MAS: Share Repurchases Will Support Earnings Strength And Future Upside
Analysts have modestly raised their price target on Masco to approximately $74 from about $73, reflecting slightly lower discount rate assumptions, improved long term margin expectations, and a higher anticipated future earnings multiple despite somewhat softer projected revenue growth. What's in the News Updated share repurchase activity shows Masco bought back 1,754,423 shares between July 1 and September 30, 2025, for $123.51 million, bringing total repurchases under the October 26, 2022 authorization to 21,313,934 shares, or 9.76% of shares outstanding, for $1.46 billion (Key Developments).내러티브 업데이트 • Dec 12
MAS: Share Repurchases And Stable Margins Will Support Future Upside
Analysts have nudged their price target for Masco slightly lower to approximately 73.39 dollars from about 73.67 dollars, reflecting modestly higher discount rate assumptions and a marginally lower future earnings multiple, while largely maintaining their views on revenue growth and profit margins. What's in the News Issued 2025 earnings guidance, projecting earnings per share in the range of 3.84 to 3.89 dollars.내러티브 업데이트 • Nov 28
MAS: Share Buybacks and Earnings Outlook Will Support Price Upside
Analysts have modestly increased their price target for Masco, with the new estimate rising slightly from $73.67 to $73.67 per share. This adjustment is attributed to a small improvement in the company's discount rate and forward valuation expectations.내러티브 업데이트 • Nov 14
MAS: Share Repurchase Completion Will Drive Stronger Financial Performance Ahead
Narrative Update on Masco: Analyst Price Target Adjustment Analysts have slightly reduced their price target for Masco, lowering it from $73.78 to $73.67. This change reflects modest shifts in projected growth rates and profit margins.내러티브 업데이트 • Oct 30
MAS: Share Repurchases And Higher Margins Will Drive Smart Remodeling Demand
Analysts have adjusted their price target for Masco slightly downward from $75.33 to $73.78. This change is based on updated expectations for higher discount rates, moderately increased revenue growth and profit margins, and a reduced future price-to-earnings ratio.분석 기사 • Oct 18
Masco (NYSE:MAS) Has A Pretty Healthy Balance Sheet
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
내러티브 업데이트 • Oct 16
MASCO VALUATION
julio has increased shares outstanding growth rate from -0.0% to -0.0%.분석 기사 • Sep 10
At US$73.45, Is It Time To Put Masco Corporation (NYSE:MAS) On Your Watch List?
Masco Corporation ( NYSE:MAS ) led the NYSE gainers with a relatively large price hike in the past couple of weeks...분석 기사 • Aug 03
Masco Corporation Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year
Masco Corporation ( NYSE:MAS ) just released its latest quarterly results and things are looking bullish. Masco beat...분석 기사 • Jul 29
What You Can Learn From Masco Corporation's (NYSE:MAS) P/E
It's not a stretch to say that Masco Corporation's ( NYSE:MAS ) price-to-earnings (or "P/E") ratio of 18x right now...Seeking Alpha • Apr 27
Masco Corp.: DIY Headwinds And Cost Pressure From Tariffs Make Me Cautious
Summary Despite strong execution in PP and PRO paint, worsening consumer backdrop, DIY headwinds, and tariff costs warrant a hold rating for MAS. 1Q25 earnings showed a 6.5% revenue decline, driven by a 16% drop in the DA segment, while PP remained stable. Tariffs are adding significant cost pressures, with $400 million expected this year, partially mitigated by price increases and cost cuts. Persistent weakness in DIY paint and uncertain demand visibility make it prudent to stay on the sidelines until conditions improve. Read the full article on Seeking AlphaSeeking Alpha • Mar 18
Masco Corporation: Shares Are Approaching A Buying Point
Summary Masco Corporation remains a "hold" due to mixed financial performance and broader economic uncertainty, despite a recent 11% stock drop making it cheaper. Revenue fell 2.9% year-over-year, impacted by foreign currency fluctuations and asset divestitures, while net income also declined from $908 million to $822 million. Management is optimistic about 2025, projecting earnings per share between $4.20 and $4.45, but broader economic factors and industry trends create uncertainty. Despite potential long-term growth in the repair and remodeling industry, current pricing and economic concerns justify maintaining a "hold" rating for MAS stock. Read the full article on Seeking AlphaSeeking Alpha • Dec 10
Masco Corporation: Still Not Cheap Enough, Especially Given Mixed Results
Summary Masco Corporation is rated a 'hold' due to its fair valuation and mixed financial results, despite a slight outperformance of the S&P 500. Revenue remained flat, and profitability declined, with net profits falling from $249 million to $167 million due to higher costs and unfavorable sales mix. Management projects modest organic revenue growth and continues share buybacks, but shares are not cheap enough compared to similar firms. Despite interesting business aspects, I maintain a 'hold' rating as shares look fairly valued and because recent financial performance is mixed. Read the full article on Seeking AlphaSeeking Alpha • Sep 23
Masco: A Steady Play Is Fully Valued
Summary Masco Corporation has seen stable margins and solid topline growth over the past years, although that sales are consolidating now in a post-pandemic environment. The company’s valuation has expanded to a 20x earnings multiple, driven by operational efficiency and continued buybacks, despite two years of topline pressure. A recent divestment of Kichler Lighting and modest leverage indicate financial health, but market conditions remain challenging. Given the current valuation and recent performance, I am cautious about chasing Masco shares at this level, preferring to monitor future developments. Read the full article on Seeking Alpha주주 수익률
| MAS | US Building | US 시장 | |
|---|---|---|---|
| 7D | 2.6% | 0.2% | 1.1% |
| 1Y | 8.9% | 6.1% | 28.7% |
수익률 대 산업: MAS은 지난 1년 동안 6.1%의 수익을 기록한 US Building 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: MAS은 지난 1년 동안 28.7%를 기록한 US 시장보다 저조한 성과를 냈습니다.
주가 변동성
| MAS volatility | |
|---|---|
| MAS Average Weekly Movement | 5.7% |
| Building Industry Average Movement | 6.1% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
안정적인 주가: MAS는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: MAS의 주간 변동성(6%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1929 | 18,000 | Jon Nudi | masco.com |
Masco Corporation은 북미, 유럽 및 전 세계에 주택 개선 및 건축 제품을 제공합니다. 이 회사의 배관 제품 부문은 수도꼭지, 샤워헤드, 핸드헬드 샤워기, 밸브, 욕실 하드웨어 및 액세서리, 목욕 장치, 샤워 베이스 및 인클로저, 샤워 배수구, 스팀 샤워 시스템, 물 여과 시스템, 싱크대 및 주방 액세서리, 아크릴 욕조, 욕조 및 샤워 인클로저, 샤워 베이스 및 트레이를 제공합니다; 스파, 운동 수영장, 수중 피트니스 시스템 및 사우나; 황동, 구리, 복합 배관 시스템 구성품 및 기타 비장식 배관 제품; 물 제품; 열가소성 제품, 압출 플라스틱 프로파일, 특수 제작 제품 및 PEX 튜브 제품. 이 부문은 델타, 브리조, 피어리스, 한스그로헤, 악서, 크라우스, 뉴포트 브라스, 진저, 월텍, 브리스탄, 헤리티지, 미롤린, 핫 스프링, 칼데라, 프리플로우 스파, 판타지 스파, 아쿠아테라, 라이프스마트, 엔들리스 풀, 타이로, 핀레오, 헬로 브랜드로 제품을 공급합니다, 브라스크래프트, 플럼샵, 마스터 플럼버 브랜드는 물론 홈 센터 및 온라인 소매업체, 대량 판매업체, 도매업체 및 유통업체, 배관공, 건축업자, 리모델링업자, 소규모 소매업체, 소비자 및 주택 건설업체에 개인 상표로 판매되고 있습니다.
Masco Corporation 기초 지표 요약
| MAS 기초 통계 | |
|---|---|
| 시가총액 | US$13.35b |
| 순이익 (TTM) | US$837.00m |
| 매출 (TTM) | US$7.68b |
15.9x
주가수익비율(P/E)1.7x
주가매출비율(P/S)MAS는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| MAS 손익계산서 (TTM) | |
|---|---|
| 매출 | US$7.68b |
| 매출원가 | US$4.94b |
| 총이익 | US$2.74b |
| 기타 비용 | US$1.90b |
| 순이익 | US$837.00m |
최근 보고된 실적
Mar 31, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | 4.22 |
| 총이익률 | 35.68% |
| 순이익률 | 10.90% |
| 부채/자본 비율 | 11,385.2% |
MAS의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기| Masco 배당 일정 | |
|---|---|
| 배당락일 | May 22 2026 |
| 배당 지급일 | Jun 08 2026 |
| 배당락일까지 남은 일수 | 4 days |
| 배당 지급일까지 남은 일수 | 13 days |
MAS는 안정적으로 배당을 지급합니까?
MAS 배당 기록 및 벤치마크 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/25 00:56 |
| 종가 | 2026/05/22 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
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분석가 소스
Masco Corporation는 31명의 분석가가 다루고 있습니다. 이 중 20명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Christopher Graja | Argus Research Company |
| Timothy Wojs | Baird |
| Stephen Kim | Barclays |