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Masco MAS

Masco scores average on business quality (5.6 of 10). Here is why, in plain words, and what our sealed record shows.

Last price$68.75Oct 9, 2026
Business qualityAverage
Next earningsOct 28, 2026, before the open
Insiders, 90 daysQuiet

Why it matters

  1. What Masco does

    Masco manufactures home improvement and building products, selling branded plumbing and decorative architectural items like faucets and paint primarily through home centers and wholesale channels. The company is leaning into its limited new construction exposure to navigate housing market shifts.

  2. What it does best

    Masco dominates through its established portfolio of trusted consumer brands like Delta and Behr, securing a gross margin of 37.0% that outpaces peer CARR at 24.7%. Retail shelf space dominance and strong contractor loyalty make this ecosystem exceptionally hard for rivals to displace.

  3. The main risk

    Softening new construction demand poses a direct threat to volume growth, as highlighted in recent market analysis. Slower housing activity directly constrains product shipments across its core plumbing and architectural segments.

Quality, check by check

Scored against its own industry, from company filings.

ProfitabilityFair

Operating margin stands at 17.5% with a net margin of 11.6%, supported by disciplined cost management. The business maintains stable profitability even as revenue contracts.

MoatStrong

Brand power and retail relationships lock in consumers and major home center partners, supported by a return on equity in the top decile. These entrenched distribution networks take years to replicate.

GrowthSlow

Revenue slipped 3.4% to $7.6B, fading from prior years as demand cools. Top-line growth ranks in the bottom decile of its sector at the 9th percentile.

Financial healthStrong

Interest coverage sits at 13.0x, making debt servicing manageable alongside $865M in free cash flow. The balance sheet is getting stronger as cash generation remains steady.

Insiders

Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.

No open market buys or unplanned sales by executives or directors.

Our sealed record on MAS

Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.

The first sealed verdicts appear here on Oct 11, 2026.

Questions

Is MAS a good business?

Masco scores average on the Cluenex quality check (5.6 of 10), measured against its own industry. Profitability is fair, moat strong, growth slow and financial health strong.

Are insiders buying MAS?

In the last 90 days of SEC Form 4 filings: No open market buys or unplanned sales by executives or directors.

When does MAS report earnings?

Oct 28, 2026, before the open.

For members

See MAS today

  • Today's verdict on MAS, and why
  • Fair value with cautious, base and optimistic cases
  • The exact price that would change the verdict
  • Which stocks each signal names, the night it fires
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Cite this page: Cluenex, “Masco (MAS)”, https://cluenex.com/stocks/mas/, data as of Oct 10, 2026.