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Masco Corporation (MAS) Stock Analysis

Score B

Cyclical · Grade A · Bearish

Consumer Cyclical · Building Products & Equipment

$64.85

Fair Value

$60.47

-6.7%

Conviction

7/10

Quality

A

Classification

Cyclical

Investment Thesis

Price is above modeled value range. Quality supports holding but not attractive for new positions.

Trading near modeled fair value. No strong quantitative signal.

For New Investors

Price above modeled value range

For Current Holders

Quantitative score: neutral

Buy if

  • Price drops 15-20% (improves asymmetry)
  • Bull scenario catalysts materialize
  • Market-wide correction creates opportunity

Sell if

  • Bear scenario triggers occur
  • Quality metrics deteriorate (ROIC declining)
  • Better alternatives emerge

Valuation

Fair Value estimate: $60.47 (-6.7%). Approximately at fair value.

PEG-Based EPS

$84.30

FCF DCF Model

$84.30

EV/EBITDA

$36.65

Blended Fair Value

$60.47

Confidence

Medium

Methods

PEG-Based EPS, FCF 2-Stage DCF, EV/EBITDA

Quality Analysis

A

111/120 points

Investable

ROE (3Y Avg)

23.4%

ROIC-WACC Spread

12.0%

D/E Ratio

0.5x

Current Ratio

1.8x

Interest Coverage

13x

FCF Positive Years

3/3

Quality Flags

  • Leverage: D/E 0.5x (11/15 pts)

Market Sentiment

Wall Street Consensus

$79.00

+21.8% Upside

18 analysts

Range: $72.00$97.00

Rating: Buy

Our model is slightly more cautious than Wall Street.

Trend & Technical

Bearish

Price ($64.77) is 3.9% below SMA 200 ($67.41). Bearish trend. Caution on entry.

Technical Score41/100

Tech Score 41/100 — Weak technicals. Bearish bias in trend or momentum.

Risk & Reward

Asymmetry Ratio

1.04:1

Expected Return

+1.9%

Bull Upside

+31.6%

Bear Downside

-30.5%

Poor asymmetry: 1.04:1 ratio. Risk exceeds potential reward.

Verdict: Unfavorable

Scenario Analysis

Bear

Base

Bull

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Frequently Asked Questions

What is the fair value of MAS?

Based on our multi-method conviction analysis, the estimated fair value of Masco Corporation (MAS) is $60.47. This is calculated by blending PEG-Based EPS, FCF 2-Stage DCF, EV/EBITDA and applying a quality premium of 0% based on the company's fundamentals. The confidence level of this estimate is medium.

Is MAS a buy, sell, or hold?

MAS currently has a HOLD rating with a conviction score of 7/10. Price is above modeled value range. Quality supports holding but not attractive for new positions. Price above modeled value range.

Is MAS a high-quality stock?

Masco Corporation has a quality grade of A (111/120 points), rated as Investable. Key metrics include ROE of 23.4%, ROIC-WACC spread of 12.0%, and D/E ratio of 0.5x.

What type of stock is MAS?

MAS is classified as a "cyclical" in our framework. Low dividend (reinvesting): 1.9%, Mature growth: -1.2%, High beta (cyclical behavior): 1.34, Cyclical sector: Consumer Cyclical, Dividend paying: 1.9%

What do Wall Street analysts say about MAS?

18 Wall Street analysts have a consensus price target of $79.00 for MAS, representing +21.8% upside. Targets range from $72.00 to $97.00. The consensus recommendation is "Buy". Our model is slightly more cautious than Wall Street.

What are the risks of investing in MAS?

The risk/reward asymmetry ratio for MAS is 1.04:1, rated as Unfavorable. Poor asymmetry: 1.04:1 ratio. Risk exceeds potential reward. The expected return is +1.9%, with bull case upside of +31.6% and bear case downside of -30.5%.

What is the current trend for MAS?

MAS is in a bearish trend. Price ($64.77) is 3.9% below SMA 200 ($67.41). Bearish trend. Caution on entry. The technical score is 41/100.

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Last updated: May 19, 2026 · Framework version 3.7

This analysis is for informational purposes only and should not be considered financial advice. Always do your own research before making investment decisions.