Masco (MAS)
NYSEIndustrialsConstruction MaterialsSnapshot 2026-10-29
$80.18+5.43%
Close 2026-10-29 · 1-day change
NYSEIndustrialsConstruction MaterialsSnapshot 2026-10-29
Research Workspace
Put MAS beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Building Products is in recovery. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Maintain EPS guidance at or above $4.10 for 2026: Direct metric needs a verified mapping.
View ThesisRevenue is growing steadily — about 1% over the past year.
View GrowthRanks among the strongest in its industry on quality — around the top 6%.
View QualityManagement screens strong on capital allocation, margins, the balance sheet.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskMAS rests on sustaining adjusted EPS growth through raised 2026 guidance, with recent revenue growth uneven. Q3 2026 revenue grew 3% year over year, and non-GAAP EPS beat consensus. MAS trades at 16× P/E versus an 19× peer median. The price reflects less growth than our forecast, despite that peer discount. Reported profits are not well backed by cash, and our model puts next-quarter miss probability near 22%. The primary pillar, maintaining 2026 EPS guidance at or above $4.10, needs verified mapping. Peer multiples imply a price about 39% above where it trades; the thesis is on watch. This read is provisional.
Trailing returns as of 2026-10-29. MAS is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 23 analysts currently covering MAS (as of Oct 2026).
Based on 9 Wall Street analysts offering 12-month price targets for MAS in the last 4 months.
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Compare MAS with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| MAS Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 10 valuation methods, at three horizons. As of 2026-10-29. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Building Products — fair value, gap to price, and forward P/E.
Compare the value case
Put MAS next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Maintain and raise adjusted EPS guidance for 2026
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-29. EPS is implied from price ÷ P/E. Not investment advice.
Current $80.18
The last 12 months of price, then the range of analyst 12-month targets from today’s $80.18.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Below average on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
2026 EPS and margin targets provide concrete guidance supporting growth and operational objectives.
Advances: Maintain and raise adjusted EPS guidance for 2026
New construction exposure supports EPS growth objectives.
Advances: Manage leadership transitions effectively
AI leadership appointment supports technology oversight during leadership transition.
Advances: Maintain and raise adjusted EPS guidance for 2026
Reported Q2 volume growth and pricing support EPS growth and operating execution.
Advances: Maintain and raise adjusted EPS guidance for 2026
Reported Q2 volume growth and pricing support EPS growth and operating execution.
Advances: Manage leadership transitions effectively
Company named a chief technology and AI officer, clarifying leadership responsibilities.
Advances: Maintain and raise adjusted EPS guidance for 2026
Growth bets align with maintaining EPS guidance.
Advances: Maintain and raise adjusted EPS guidance for 2026
Official Q2 call provides management's results and outlook against EPS objectives.