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Masco Corp

Masco Corp

MAS
$78.65USD↓-1.86%-1.49 today

MARKET CAP

15.9B

P/E (TTM)

19.0x

FWD P/E

17.6x

DAY RANGE

$78 – $82

52W RANGE

$58
$83

AI Summary

Stalk
Buy NowMedium

MAS is in a Stage 2 advancing regime with intact higher highs and higher lows, supported by rising EMAs and constructive volume. Price has pulled back into the confluence of the 9 and 21 EMAs after an exhaustion signal at the peak, and is now tightly tracking above these EMAs. Short-term momentum has resumed, providing a favorable execution window grounded in pullback support. Medium-term bias remains bullish amid low stage-transition risk.

  • ↑EPS +20% to $1.04 in Q1 2026, driven by pricing and efficiency.
  • ↑Returned $267M in Q1 via dividends and $202M buybacks; $1.3B liquidity.
  • ↓DIY paint sales fell high single digits, dragging revenue momentum.
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The case for & against

Bull & Bear analysis

Bullish

Masco Corporation (NYSE: MAS) is a leading provider of home improvement and building products in North America, specializing in plumbing and decorative architectural products. The company leverages strong brand equity with well-known names like Delta Faucet and Behr paint, positioning itself in the lucrative repair and remodel (R&R) market. As housing dynamics change and the DIY segment adjusts, Masco is focused on its premium product offerings and is exploring growth avenues, notably with rising demand in the pro sector.

Bull says

  • ↑EPS +20% to $1.04 in Q1 2026, driven by pricing and efficiency.
  • ↑Returned $267M in Q1 via dividends and $202M buybacks; $1.3B liquidity.
  • ↑R&R market tailwinds from aging housing stock and high homeowner equity.
  • ↑Analyst fair value $91.56 vs $75.75 share price implies ~21% upside.
  • ↑Strong earnings yield, positive profitability and low leverage support stability.
  • ↑Projected EPS guidance of $4.10–$4.30 for 2026 underpinned by margin gains.

Bear says

  • ↓DIY paint sales fell high single digits, dragging revenue momentum.
  • ↓Weak growth factor raises concerns over future top-line expansion.
  • ↓Tariffs impose ~$270M annual cost, pressuring profit margins.
  • ↓Negative momentum suggests prolonged downward pressure on share price.
  • ↓High interest-rate sensitivity risks earnings amid further rate hikes.
  • ↓Negative liquidity factor could limit capital flexibility for investments.

Investment themes with MAS

High Dividend Yield↑ +0.32%

Companies paying above-average dividends

AVGO · JPM · XOM

Earnings Call · Q1 2026 · Mgmt. Guidance

Updated 04-23-2026neutral

Transcript signals

Bull points

  • Net sales increased 6% or 4% local currency, primarily driven by favorable pricing. Additionally, while still down slightly, this was our strongest year-over-year first quarter volume performance since the end of the pandemic.
  • Delta Faucet delivered a strong quarter with sales growth across all three channels, trade, retail, and e-commerce.
  • Bayer Premium Plus EcoMix was recently named a 2026 Green Building Sustainable Product of the Year.

Bear points

  • we continue to expect approximately $50 million in total charges in 2026
  • we continue to face a highly dynamic macroeconomic and geopolitical environment.
  • we believe it is prudent to maintain our 2026 earnings per share guidance in the range of $4.10 to $4.30 per share.
Read full transcript analysis ›