Investor Insights

This summary was created by AI, based on 4 opinions in the last 12 months.

Masco Corp (MAS) operates as a leading manufacturer of home improvement products, boasting well-known brands like Delta and Peerless. Recent earnings reports reveal a positive trend, with increasing cash reserves due to share buybacks and debt reduction. Despite a slight drop in performance noted in one of the reviews, other experts recognize the company's growth trajectory and solid cash flow management, forecasting earnings growth of 12% to 16% in the coming years. While the stock is considered reasonably priced at 16 times earnings amidst cyclicality and a leveraged balance sheet, it has gained nearly fourfold in the last decade, reflecting a solid investment, albeit with some associated risks. Overall, expert opinions are cautiously optimistic, advising discipline through strategic stop-loss adjustments.

Consensus
Good
Valuation
Fair Value
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Aug 29/24, Down 5.7%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with MAS has triggered its stop at $75.  To remain disciplined, we recommend covering the position at this time.  

premium

This is a Panic-proof Portfolio opinion which is available only for Premium members

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Aug 29/24, Up 4.6%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with MAS is progressing well.  To remain disciplined, we recommend trailing up the stop (from $69) to $75 at this time.  

premium

This is a Panic-proof Portfolio opinion which is available only for Premium members

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly

MAS is one of the world's largest manufacturers of home improvement products, with brands like Delta and Peerless.  Recently reported earnings showed growing cash reserves as shares were bought back and debt retired.  We recommend setting a stop loss at $69, looking to achieve $94 -- upside potential of 18%.  Yield 1.4%

(Analysts’ price target is $82.60)
PARTIAL BUY
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research

It looks decent to us; it is a cyclical business, but MAS has grown earnings nicely over the years. The balance sheet is a bit leveraged with debt at 2.5X cash flow, but cash flow is consistent, with high free cash flow conversion. At 16X earnings, it is priced reasonably well considering expected growth of 12% to 16% over the next few years. The 1.72% dividend has shown good growth. The last quarter was good as operating margins have improved with better cost control. The stock is up about 4-fold in the last decade. We would consider it 'good' but not 'great'. Its cyclicality and debt do add some risks here. 
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BUY
There is a severe housing shortage. A nice way to play housing this is in the repair side. Rising rates will prevent homeowners from moving into new homes and they will stay in place. So, this will drive home renovations. We need to add more supply to homes in the next 12-18 months, but until then there will be pressure on this space.
BUY
Think Behr paint and Delta faucets. The home repair market will continue, which is less sensitive to interest rate rises as the homebuilders. She loves the housing-adjacent trade.
WEAK BUY

JPMorgan just downgraded it 60% of Masco's sales come from plumbing, so how big can DIY demand be? It's only up 6% YTD. He likes it, but sees better upside elsewhere like Whirlpool.

BUY
JPMorgan downgraded it today. Masco traded near the high of today on a day of bad news. Whenever he sees this combination, the bad news doesn't matter and the stock looks like it wants to go higher.
BUY
Made a huge EPS beat today, but still sold off in today's massive slide. Home renos will flourish during this lockdown. They offer cabinets and faucets.
PAST TOP PICK

(Top Pick Nov 28/12, Up 33.46%) Started a new congestion area. It should go well from here.

TOP PICK

Manufactures building materials for the housing market. Many stocks are starting to develop a W formation, which is a very important thing. Stock is in a very nice uptrend above the 200 day moving average. His target is $21.

TOP PICK
Makes products that are used in home renovations and new house construction, which is a negative news back drop right now. This and the weak market have led to a 50% decline in the share price. This is a company that’s been around for 50 years and know how to manage the housing cycles. Yield of about 4% and have increased the dividend for 48 straight years.
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Masco Corp.(MAS-N) Rating

Ranking : 4 out of 5

Star iconStar iconStar iconStar iconStar empty icon

Bullish - Buy Signals / Votes : 3

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 0

Total Signals / Votes : 3

Stockchase rating for Masco Corp. is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Masco Corp.(MAS-N) Frequently Asked Questions

What is Masco Corp. stock symbol?

Masco Corp. is a American stock, trading under the symbol MAS-N on the New York Stock Exchange (MAS). It is usually referred to as NYSE:MAS or MAS-N

Is Masco Corp. a buy or a sell?

In the last year, 3 stock analysts published opinions about MAS-N. 3 analysts recommended to BUY the stock. 0 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Masco Corp..

Is Masco Corp. a good investment or a top pick?

Masco Corp. was recommended as a Top Pick by on . Read the latest stock experts ratings for Masco Corp..

Why is Masco Corp. stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Masco Corp. worth watching?

3 stock analysts on Stockchase covered Masco Corp. In the last year. It is a trending stock that is worth watching.

What is Masco Corp. stock price?

On 2025-04-16, Masco Corp. (MAS-N) stock closed at a price of $61.05.