Masco Corporation

NYSE:MAS Stok Raporu

Piyasa değeri: US$13.3b

Masco Geçmiş Kazanç Performansı

Geçmiş kriter kontrolleri 4/6

Masco yıllık ortalama 7.3% oranında kazançlarını artırırken, Building sektöründe kazançlar growing at 11.7% annual. Gelirler declining yılda ortalama 2% oranında artmaktadır. Masco'in özkaynak karlılığı 3288.9% ve net marjı 10.9%'dir.

Anahtar bilgiler

7.26%

Kazanç büyüme oranı

11.04%

EPS büyüme oranı

Building Sektör Büyümesi13.32%
Gelir büyüme oranı-1.95%
Özkaynak getirisi3,288.89%
Net Marj10.90%
Son Kazanç Güncellemesi31 Mar 2026

Yakın geçmiş performans güncellemeleri

Recent updates

Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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).
Anlatı Güncellemesi • 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).
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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).
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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).
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Anlatı Güncellemesi • Oct 16

MASCO VALUATION

julio has increased shares outstanding growth rate from -0.0% to -0.0%.
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha

Gelir ve Gider Dağılımı

Masco nasıl para kazanır ve harcar. LTM bazında en son bildirilen kazançlara dayanmaktadır.

Kazanç ve Gelir Geçmişi

NYSE:MAS Gelir, gider ve kazançlar (USD Millions )
TarihGelirKazançlarG+A GiderleriAr-Ge Giderleri
31 Mar 267,6798371,4430
31 Dec 257,5628101,4320
30 Sep 257,5978271,4230
30 Jun 257,6638051,4380
31 Mar 257,7037931,4650
31 Dec 247,8288221,4740
30 Sep 247,8828311,5220
30 Jun 247,8789131,5150
31 Mar 247,9149181,4930
31 Dec 237,9679081,4800
30 Sep 238,0088311,4180
30 Jun 238,2338011,4030
31 Mar 238,4588131,4010
31 Dec 228,6808421,3990
30 Sep 228,7798631,4190
30 Jun 228,7798631,4450
31 Mar 228,6065521,8500
31 Dec 218,3754061,8430
30 Sep 218,2134621,8500
30 Jun 217,9925161,8150
31 Mar 217,5777601,3430
31 Dec 207,1888011,3270
30 Sep 206,9677651,2780
30 Jun 206,7006541,2690
31 Mar 206,7756561,3040
31 Dec 196,7076331,2950
30 Sep 195,9795951,1930
30 Jun 196,1676021,2040
31 Mar 196,2475871,2060
31 Dec 186,6546291,2640
30 Sep 187,5965911,4040
30 Jun 187,6375731,4350
31 Mar 187,7845391,4750
31 Dec 176,0144211,2170
30 Sep 177,5485461,4500
30 Jun 177,4805271,4250
31 Mar 177,4155141,4160
31 Dec 167,3614871,4070
30 Sep 167,3134631,3650
30 Jun 167,2754401,3510
31 Mar 167,2034001,3440
31 Dec 157,1423521,3390
30 Sep 157,0933611,3650
30 Jun 157,0887741,3520

Kaliteli Kazançlar: MAS yüksek kaliteli kazançlar sağlıyor.

Büyüyen Kar Marjı: MAS 'nin mevcut net kar marjları (10.9%) geçen yılın (10.3%) sinden daha yüksektir.

Serbest Nakit Akışı ve Kazanç Analizi

Geçmiş Kazanç Büyüme Analizi

Kazanç Eğilimi: MAS şirketinin kazancı son 5 yılda yılda 7.3% oranında arttı.

Büyüme Hızlandırma: MAS 'un son bir yıldaki kazanç büyümesi ( 5.5% ) 5 yıllık ortalamasının ( 7.3% /yıl) altındadır.

Kazançlar vs. Sektör: MAS geçen yılki kazanç büyümesi ( 5.5% ) Building sektörünün -6.4% değerini aştı.

Özkaynak Getirisi

Yüksek ROE: MAS 'nin Özsermaye Getirisi ( 3288.89% ) olağanüstü olsa da, bu ölçüt yüksek borç seviyeleri nedeniyle çarpıktır.

Varlık Getirisi

Kullanılan Sermaye Getirisi

Geçmişte güçlü performans gösteren şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/26 19:57
Gün Sonu Hisse Fiyatı2026/05/22 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Masco Corporation 31 Bu analistlerden 20, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Christopher GrajaArgus Research Company
Timothy WojsBaird
Stephen KimBarclays