Perfil da empresa · Industrials

Masco Corporation

MAS · EUA
Bolsa
EUA
País / Região
USA
Data do IPO
10 de junho de 1983
Funcionários
18.000
Preço atual
$81.16
Ao vivo · 27 de julho de 2026
Compra justa
≤ $60
Entrada com margem de segurança
Pontuação de Crescimento Baillie
40/100
Fraco
Valor intrínseco · Faixa em três níveis Preço atual $81.16 Ao vivo · Dentro da faixa de valor intrínseco justo

Faixa de valuation composta · conservador $55–$65 / justo $70–$85 / otimista $95–$115. A $81.16, Dentro da faixa de valor intrínseco justo.

Na publicação $70.25 (30 de maio de 2026)

Valor de mercadoUS$ 15,5 bi
Receita (TTM)US$ 7,68 bi
EBITDAUS$ 1,45 bi
Margem líquida10,9%
ROE84,57%
P/L (TTM)19,15
P/L projetado18,59
PEG1,96
LPAUS$ 4,14
Dividend yield1,62%
Faixa de 52 semanasUS$ 57,76 – US$ 83,21
Preço-alvo dos analistasUS$ 81,82
Recomendação dos analistas3.7 / 5

Dados da EODHD, apresentados na moeda de reporte; apenas para referência, não constitui recomendação de investimento.

Masco Corporation provides home improvement and building products in North America, Europe, and internationally. The company's Plumbing Products segment offers faucets, showerheads, handheld showers, valves, bath hardware and accessories, bathing units, shower bases and enclosures, shower drains, steam shower systems, water filtration systems, and sinks and kitchen accessories; acrylic tubs, bath and shower enclosures, and shower bases and trays; spas, exercise pools, and aquatic fitness systems and saunas; brass, copper, and composite plumbing system component and other non-decorative plumbing products; water products; and thermoplastic products, extruded plastic profiles, and specialized fabrication products, as well as PEX tubing products. This segment provides its products under the DELTA, BRIZO, PEERLESS, HANSGROHE, AXOR, KRAUS, NEWPORT BRASS, GINGER, WALTEC, BRISTAN, HERITAGE, MIROLIN, HOT SPRING, CALDERA, FREEFLOW SPAS, FANTASY SPAS, AQUATERRA, LIFESMART, ENDLESS POOLS, TYLO, FINNLEO, HELO, BRASSCRAFT, PLUMBSHOP, and MASTER PLUMBER brands, as well as under private label to home center and online retailers, mass merchandisers, wholesalers and distributors, plumbers, building contractors, remodelers, smaller retailers, and consumers and homebuilders. Its Decorative Architectural Products segment offers paints, primers, specialty coatings, stains, and waterproofing products, as well as paint applicators and accessories; cabinet and door hardware, functional hardware, hook and hook rail products, and outdoor living hardware; and decorative bath hardware, shower accessories, and shower doors. This segment provides its products under the BEHR, KILZ, WHIZZ, LIBERTY, and FRANKLIN BRASS brands to home center and other retailers, mass and online retailers, other specialty retailers, and original equipment manufacturers and wholesalers. The company was incorporated in 1929 and is headquartered in Livonia, Michigan.

História

Masco Corporation was incorporated in 1929 and is headquartered in Livonia, Michigan; it completed its IPO on June 10, 1983 and employs about 18,000 people. The company supplies home improvement and building products across North America, Europe, and internationally, organized into two segments: Plumbing Products (brands including DELTA, BRIZO, PEERLESS, HANSGROHE, AXOR, KRAUS, HOT SPRING, CALDERA, and ENDLESS POOLS) and Decorative Architectural Products (brands including BEHR, KILZ, WHIZZ, LIBERTY, and FRANKLIN BRASS). In fiscal 2025 it generated sales of about $7.562 billion with operating income of about $1.248 billion. Through sustained share repurchases, year-end shares outstanding fell from 241.2 million in 2021 to 204.3 million in 2025, a reduction of about 15%. In July 2025 Jonathon Nudi became President and CEO, succeeding Keith Allman, who had led the company for ten years; the company divested Kichler in 2024 (recording an approximately $88 million loss) and began a $300 million accelerated share repurchase in May 2026, when first-quarter net sales rose 6% year over year.

Posição no setor

Masco is a global home improvement and building products company whose demand comes mainly from residential repair and remodeling, and secondarily from new home construction. In its 10-K the company describes its plumbing products as among the leaders in sales in North America and Europe. Its competitive position rests on brand, channel, scale, and execution rather than network effects or data advantages. In plumbing and bath it competes with Moen, Kohler, Lixil/Grohe/American Standard, Pfister, and Zurn Elkay, alongside private-label and digitally native brands; in coatings it competes with Sherwin-Williams, PPG, RPM's Rust-Oleum, and Benjamin Moore. A defining structural feature is channel concentration: Behr products are exclusive to The Home Depot in North American retail channels, Kilz primer carries exclusive arrangements at U.S. big-box and some online channels, and The Home Depot is the company's largest overall customer, which the company discloses as a key dependency. Long-term demand is supported by an aging U.S. housing stock, with the median age of owner-occupied homes at 42 years and about half of homes built before 1980.

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