Masco Toekomstige groei
Future criteriumcontroles 2/6
Masco zal naar verwachting groeien in winst en omzet met respectievelijk 5.9% en 3% per jaar. De winst per aandeel zal naar verwachting groeien met 8.6% per jaar. Het rendement op het eigen vermogen zal over 3 jaar naar verwachting 1514.6% zijn.
Belangrijke informatie
5.9%
Groei van de winst
8.59%
Groei van de winst per aandeel
| Building winstgroei | 20.4% |
| Inkomstengroei | 3.0% |
| Toekomstig rendement op eigen vermogen | 1,514.65% |
| Dekking van analisten | Good |
| Laatst bijgewerkt | 15 May 2026 |
Recente toekomstige groei-updates
Recent updates
Narratiefupdate • 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
Narratiefupdate • 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.
Narratiefupdate • 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).Narratiefupdate • 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).Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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.Narratiefupdate • 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).Narratiefupdate • 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.Narratiefupdate • 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).Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...
Narratiefupdate • Oct 16
MASCO VALUATION
julio has increased shares outstanding growth rate from -0.0% to -0.0%.Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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 AlphaWinst- en omzetgroeiprognoses
| Datum | Inkomsten | Inkomsten | Vrije kasstroom | Geldmiddelen uit operationele activiteiten | Gem. Aantal analisten |
|---|---|---|---|---|---|
| 12/31/2028 | 8,269 | 972 | 950 | 1,191 | 6 |
| 12/31/2027 | 8,010 | 905 | 896 | 1,081 | 20 |
| 12/31/2026 | 7,769 | 842 | 814 | 1,023 | 19 |
| 3/31/2026 | 7,679 | 837 | 943 | 1,101 | N/A |
| 12/31/2025 | 7,562 | 810 | 866 | 1,022 | N/A |
| 9/30/2025 | 7,597 | 827 | 846 | 1,011 | N/A |
| 6/30/2025 | 7,663 | 805 | 809 | 971 | N/A |
| 3/31/2025 | 7,703 | 793 | 842 | 1,011 | N/A |
| 12/31/2024 | 7,828 | 822 | 907 | 1,075 | N/A |
| 9/30/2024 | 7,882 | 831 | 979 | 1,153 | N/A |
| 6/30/2024 | 7,878 | 913 | 1,033 | 1,217 | N/A |
| 3/31/2024 | 7,914 | 918 | 1,073 | 1,286 | N/A |
| 12/31/2023 | 7,967 | 908 | 1,170 | 1,413 | N/A |
| 9/30/2023 | 8,008 | 831 | 980 | 1,248 | N/A |
| 6/30/2023 | 8,233 | 801 | 827 | 1,114 | N/A |
| 3/31/2023 | 8,458 | 813 | 842 | 1,100 | N/A |
| 12/31/2022 | 8,680 | 842 | 616 | 840 | N/A |
| 9/30/2022 | 8,779 | 863 | 672 | 855 | N/A |
| 6/30/2022 | 8,779 | 863 | 720 | 865 | N/A |
| 3/31/2022 | 8,606 | 552 | 667 | 792 | N/A |
| 12/31/2021 | 8,375 | 406 | 802 | 930 | N/A |
| 9/30/2021 | 8,213 | 462 | 851 | 975 | N/A |
| 6/30/2021 | 7,992 | 516 | 780 | 902 | N/A |
| 3/31/2021 | 7,577 | 760 | 836 | 956 | N/A |
| 12/31/2020 | 7,188 | 801 | 839 | 953 | N/A |
| 9/30/2020 | 6,967 | 765 | 678 | 801 | N/A |
| 6/30/2020 | 6,700 | 654 | 774 | 910 | N/A |
| 3/31/2020 | 6,775 | 656 | 724 | 872 | N/A |
| 12/31/2019 | 6,707 | 633 | N/A | 833 | N/A |
| 9/30/2019 | 5,979 | 595 | N/A | 983 | N/A |
| 6/30/2019 | 6,167 | 602 | N/A | 952 | N/A |
| 3/31/2019 | 6,247 | 587 | N/A | 956 | N/A |
| 12/31/2018 | 6,654 | 629 | N/A | 1,032 | N/A |
| 9/30/2018 | 7,596 | 591 | N/A | 938 | N/A |
| 6/30/2018 | 7,637 | 573 | N/A | 889 | N/A |
| 3/31/2018 | 7,784 | 539 | N/A | 845 | N/A |
| 12/31/2017 | 6,014 | 421 | N/A | 751 | N/A |
| 9/30/2017 | 7,548 | 546 | N/A | 773 | N/A |
| 6/30/2017 | 7,480 | 527 | N/A | 754 | N/A |
| 3/31/2017 | 7,415 | 514 | N/A | 710 | N/A |
| 12/31/2016 | 7,361 | 487 | N/A | 789 | N/A |
| 9/30/2016 | 7,313 | 463 | N/A | 760 | N/A |
| 6/30/2016 | 7,275 | 440 | N/A | 750 | N/A |
| 3/31/2016 | 7,203 | 400 | N/A | 781 | N/A |
| 12/31/2015 | 7,142 | 352 | N/A | 810 | N/A |
| 9/30/2015 | 7,093 | 361 | N/A | 718 | N/A |
| 6/30/2015 | 7,088 | 774 | N/A | 680 | N/A |
Toekomstige groeivoorspellingen analisten
Verdiensten versus spaarpercentage: De verwachte winstgroei MAS ( 5.9% per jaar) ligt boven de spaarquote ( 3.5% ).
Winst versus markt: De winst van MAS ( 5.9% per jaar) zal naar verwachting langzamer groeien dan de markt US ( 16.8% per jaar).
Hoge groeiwinsten: De winst van MAS zal naar verwachting groeien, maar niet aanzienlijk.
Omzet versus markt: De omzet van MAS ( 3% per jaar) zal naar verwachting langzamer groeien dan de markt US ( 11.6% per jaar).
Hoge groei-inkomsten: De omzet van MAS ( 3% per jaar) zal naar verwachting langzamer groeien dan 20% per jaar.
Groeiprognoses winst per aandeel
Toekomstig rendement op eigen vermogen
Toekomstige ROE: Het rendement op eigen vermogen MAS zal naar verwachting over 3 jaar zeer hoog zijn ( 1514.6 %).
Ontdek groeibedrijven
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/20 17:42 |
| Aandelenkoers aan het einde van de dag | 2026/05/20 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Masco Corporation wordt gevolgd door 31 analisten. 20 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Christopher Graja | Argus Research Company |
| Timothy Wojs | Baird |
| Stephen Kim | Barclays |