Masco Corporation (MAS) AI Stock Analysis

Masco Corporation designs, manufactures, and distributes home improvement and building products across North America, Europe, and international markets. The company operates in two segments: Plumbing Products and Decorative Architectural Products. Its plumbing business provides faucets, showerheads, valves, bath hardware, sinks, toilets, PEX tubing, and acrylic tubs under brands including DELTA, BRIZO, and HANSGROHE. Its decorative architectural unit offers paints, specialty coatings, waterproofing products, decorative hardware, and lighting systems under brands such as BEHR, KILZ, LIBERTY, FRANKLIN BRASS, KICHLER, and eLAN. Masco sells through plumbing and heating wholesalers, home centers, hardware stores, online retailers, and specialty outlets.

Masco recorded revenue of $7.56B in FY2025, down 3.4% year over year following a 2.2% drop in FY2024 to $7.83B and a 7.7% drop in FY2023 to $8.01B. Over the five years from FY2020 to FY2025, revenue achieved a CAGR of 1.0%. Net income reached $810.0M in FY2025 with a net margin of 10.7% and EPS of $3.96, compared to $822.0M and EPS of $4.10 in FY2024. For the trailing twelve months, revenue was $7.62B with net margin at 11.6% and operating margin at 23.6%. In the latest quarter ended June 30, 2026, quarterly revenue fell 2.9% year over year, while quarterly earnings grew 24.5%.

As of June 30, 2026, Masco held $548.0M in cash and short-term investments against total debt of $3.49B, leaving net debt at $2.94B. Total assets stood at $5.40B, the current ratio was 1.86, and shareholders' equity was -$365.0M. In FY2025, the company generated $1.02B in operating cash flow and $866.0M in free cash flow. Capital expenditures totaled $156.0M, while cash returns to shareholders included $571.0M in share buybacks and $261.0M in dividends paid. Its share count decreased 18.9% over five years.

At a last close of $72.87, Masco has a market capitalization of $14.37B and an enterprise value of $16.39B. The stock trades at a trailing P/E of 16.8x and a forward P/E of 14.7x, both lower than the median of its S&P 500 Industrials peers of 28.5x and 20.7x, respectively. Its EV/EBITDA stands at 12.3x versus the peer median of 17.7x, while its price-to-sales ratio is 1.9x compared to the peer median of 3.3x. Over the past year, the stock returned 9.1% against 16.8% for the S&P 500, and over five years it returned 35.0% compared to 83.0% for the S&P 500.

Masco pays a forward annual dividend of $1.28 per share, representing a 1.76% dividend yield. The payout ratio is 28.4%, and dividends are distributed quarterly. Masco has paid consecutive dividends for 44 years and posted an annualized 5-year dividend growth rate of 17.9%. Its last ex-dividend date was August 24, 2026.

Wall Street coverage includes 6 Strong Buy, 1 Buy, 14 Hold, and 1 Sell ratings. The mean price target of $79.16 sits 8.6% above the last close of $72.87. For the fiscal year ending December 31, 2026, consensus estimates project EPS of $4.53, up 14.4%, on revenue of $7.66B. For the following fiscal year, 23 analysts estimate EPS of $4.60 on revenue of $7.84B. Masco beat EPS estimates in 3 of the last 4 quarters, and its next earnings date is October 28, 2026.

This page is an AI-written research summary of Masco Corporation (MAS). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: MAS income statement, MAS balance sheet, MAS key metrics, MAS analyst forecast, MAS chart. See the MAS stock overview for the latest quote and news.