Latest news with #MascoCorporation
Yahoo
6 days ago
- Business
- Yahoo
Masco Corporation (MAS): A Bull Case Theory
We came across a bullish thesis on Masco Corporation on Pacific Northwest Edge's Substack by David. In this article, we will summarize the bulls' thesis on MAS. Masco Corporation's share was trading at $65.88 as of July 17th. MAS's trailing and forward P/E were 18.00 and 18.52, respectively according to Yahoo Finance. A close-up of a vibrant paint color being sprayed onto a wooden surface. Masco (MAS) is a quietly dominant player in the home improvement sector with two main business segments: plumbing and decorative architectural. The latter is anchored by Behr paint, which has been exclusively sold through Home Depot since 1978. This long-standing partnership creates a symbiotic advantage as Behr enjoys prime in-store placement and leverages Home Depot's store expansion at no cost, while Home Depot benefits from Behr's consumer appeal and quality, driving foot traffic. Behr is widely praised, with Consumer Reports ranking its top three paint lines: Dynasty, Marquee, and Ultra as the best on the market. Masco's plumbing segment is equally strong, led by trusted brands like Delta and Moen, favored by professionals for their reliability and durability. Masco focuses primarily on the repair and renovation market, which accounts for 88% of sales, offering stability versus the more cyclical homebuilding sector. Despite competition from larger players like Sherwin-Williams and Benjamin Moore, Masco's exclusive relationship with Home Depot, strong branding, and focus on existing home upgrades give it a durable moat. While scale advantages are limited and there are no meaningful switching costs or exclusive resources, Masco benefits from branding, counter-positioning, and indirectly from Home Depot's network effects. Financially, Masco is compelling, generating $750M+ in free cash flow annually, supporting substantial buybacks (reducing shares by 37% over a decade), and maintaining healthy liquidity. Concerns around debt are mitigated by its strong cash flows and manageable liabilities. At a P/E of 18 and with a recent pullback due to tariff fears, Masco appears attractively priced with favorable long-term prospects and resilient fundamentals. Previously, we covered a on Carlisle Companies Incorporated (CSL) by Max Dividends in May 2025, which highlighted the company's leadership in commercial construction materials, long-term earnings growth targets, and strong dividend track record. The company's stock price has appreciated approximately 7.24% since our coverage. David shares a similar view in his thesis on Masco, emphasizing resilient demand and strong brand-driven moats. Masco Corporation is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 48 hedge fund portfolios held MAS at the end of the first quarter which was 43 in the previous quarter. While we acknowledge the potential of MAS as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None.
Business Wire
01-07-2025
- Business
- Business Wire
Masco Corporation Announces Date for Earnings Release and Conference Call for 2025 Second Quarter
LIVONIA, Mich.--(BUSINESS WIRE)--Masco Corporation (NYSE: MAS) announced today that it will hold a conference call regarding 2025 second quarter results on Thursday, July 31 at 8:00 a.m. ET. The conference call will be hosted by Masco President and Chief Executive Officer Jon Nudi. Participants in the call are asked to register five to ten minutes prior to the scheduled start time by dialing (800) 549-8228 or (289) 819-1520. Please use the conference identification number 73279. The 2025 second quarter results and supplemental material will be distributed at 7:00 a.m. ET on July 31 and will be available on the Company's website at The conference call will be webcast simultaneously and in its entirety through the Masco Corporation website. Shareholders, media representatives and others interested in Masco may participate in the webcast by registering through the Investor Relations section on the Company's website. A replay of the call will be available on Masco's website or by phone by dialing (888) 660-6264 or (289) 819-1325. Please use the playback passcode 73279 #. The telephone replay will be available approximately two hours after the end of the call and continue through August 31, 2025. Headquartered in Livonia, Michigan, Masco Corporation is a global leader in the design, manufacture and distribution of branded home improvement and building products. Our portfolio of industry-leading brands includes Behr ® paint; Delta ® and hansgrohe ® faucets, bath and shower fixtures; Liberty ® branded decorative and functional hardware; and HotSpring ® spas. We leverage our powerful brands across product categories, sales channels and geographies to create value for our customers and shareholders. For more information about Masco Corporation, visit
Yahoo
23-06-2025
- Business
- Yahoo
Is Masco Stock Underperforming the Dow?
With a market cap of $12.9 billion, Masco Corporation (MAS) is engaged in designing, manufacturing, and distributing branded home improvement and building products. Based in Livonia, Michigan, the company operates through Plumbing Products and Decorative Architectural Products segments. Companies valued at $10 billion or more are generally classified as 'large-cap' stocks, and Masco fits this description perfectly. The company has a portfolio of industry-leading brands, including Behr paint, Delta and Hansgrohe faucets, bath and shower fixtures, Liberty-branded decorative and functional hardware, and HotSpring spas. Robotaxis, Powell and Other Key Things to Watch this Week The 7 Signs Your Stock Is A Buyout Target Looking to Gamble on Hard-Hit Solar Stocks? This Is the Top-Rated Ticker Now. Our exclusive Barchart Brief newsletter is your FREE midday guide to what's moving stocks, sectors, and investor sentiment - delivered right when you need the info most. Subscribe today! Masco Corporation stock has dropped 29.4% from its 52-week high of $86.70. Shares of MAS have declined 13.1% over the past three months, lagging behind the broader Dow Jones Industrials Average's ($DOWI) marginal increase. On a YTD basis, MAS stock has dipped 15.7%, whereas DOWI's has fallen marginally. In addition, shares of Masco have decreased 10.3% over the past 52 weeks, notably underperforming the Dow Jones' 7.9% rise over the same time frame. Despite some fluctuations, the stock has been trading mostly below its 50-day and 200-day moving averages since March. Masco stock fell 3.4% following the release of its disappointing Q1 2025 results on Apr. 23. The company reported revenue of $1.8 billion, down 6.5% year-over-year, missing Street expectations. The decline was primarily driven by a drop in the Plumbing Products segment and a significant 16% decline in the Decorative Architectural Products segment. Additionally, Masco faced rising costs due to newly imposed tariffs on imports from China. Adjusted EPS came in at $0.87, a decrease of 6.5% from the prior-year quarter, and missed analysts' estimates. In contrast, rival Builders FirstSource, Inc. (BLDR) has performed weaker than the MAS stock. BLDR stock has declined 19.7% on a YTD basis and 20.7% over the past 52 weeks. Although MAS stock has underperformed relative to the Dow, analysts have a moderately optimistic outlook. With 20 analysts covering the stock, the consensus rating is 'Moderate Buy,' and it is currently trading below the mean price target of $69.78. On the date of publication, Sohini Mondal did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on
Yahoo
18-05-2025
- Business
- Yahoo
Be Sure To Check Out Masco Corporation (NYSE:MAS) Before It Goes Ex-Dividend
Masco Corporation (NYSE:MAS) is about to trade ex-dividend in the next 4 days. Typically, the ex-dividend date is one business day before the record date, which is the date on which a company determines the shareholders eligible to receive a dividend. It is important to be aware of the ex-dividend date because any trade on the stock needs to have been settled on or before the record date. Therefore, if you purchase Masco's shares on or after the 23rd of May, you won't be eligible to receive the dividend, when it is paid on the 9th of June. The company's next dividend payment will be US$0.31 per share. Last year, in total, the company distributed US$1.24 to shareholders. Looking at the last 12 months of distributions, Masco has a trailing yield of approximately 1.8% on its current stock price of US$67.66. Dividends are an important source of income to many shareholders, but the health of the business is crucial to maintaining those dividends. So we need to check whether the dividend payments are covered, and if earnings are growing. We've found 21 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free. Dividends are typically paid from company earnings. If a company pays more in dividends than it earned in profit, then the dividend could be unsustainable. Masco paid out a comfortable 32% of its profit last year. Yet cash flows are even more important than profits for assessing a dividend, so we need to see if the company generated enough cash to pay its distribution. It distributed 30% of its free cash flow as dividends, a comfortable payout level for most companies. It's encouraging to see that the dividend is covered by both profit and cash flow. This generally suggests the dividend is sustainable, as long as earnings don't drop precipitously. See our latest analysis for Masco Click here to see the company's payout ratio, plus analyst estimates of its future dividends. Businesses with strong growth prospects usually make the best dividend payers, because it's easier to grow dividends when earnings per share are improving. If earnings decline and the company is forced to cut its dividend, investors could watch the value of their investment go up in smoke. Fortunately for readers, Masco's earnings per share have been growing at 11% a year for the past five years. Earnings per share have been growing rapidly and the company is retaining a majority of its earnings within the business. Fast-growing businesses that are reinvesting heavily are enticing from a dividend perspective, especially since they can often increase the payout ratio later. Another key way to measure a company's dividend prospects is by measuring its historical rate of dividend growth. In the last 10 years, Masco has lifted its dividend by approximately 13% a year on average. Both per-share earnings and dividends have both been growing rapidly in recent times, which is great to see. Is Masco an attractive dividend stock, or better left on the shelf? We love that Masco is growing earnings per share while simultaneously paying out a low percentage of both its earnings and cash flow. These characteristics suggest the company is reinvesting in growing its business, while the conservative payout ratio also implies a reduced risk of the dividend being cut in the future. Masco looks solid on this analysis overall, and we'd definitely consider investigating it more closely. In light of that, while Masco has an appealing dividend, it's worth knowing the risks involved with this stock. Our analysis shows 3 warning signs for Masco that we strongly recommend you have a look at before investing in the company. A common investing mistake is buying the first interesting stock you see. Here you can find a full list of high-yield dividend stocks. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Business Wire
09-05-2025
- Business
- Business Wire
Masco Corporation Declares Quarterly Dividend
LIVONIA, Mich.--(BUSINESS WIRE)--Masco Corporation (NYSE: MAS) announced that its Board of Directors declared a quarterly dividend of $0.31 per common share, payable on June 9, 2025, to shareholders of record on May 23, 2025. Headquartered in Livonia, Michigan, Masco Corporation is a global leader in the design, manufacture and distribution of branded home improvement and building products. Our portfolio of industry-leading brands includes Behr ® paint; Delta ® and hansgrohe ® faucets, bath and shower fixtures; Liberty ® branded decorative and functional hardware; and HotSpring ® spas. We leverage our powerful brands across product categories, sales channels and geographies to create value for our customers and shareholders. For more information about Masco Corporation, visit
