4 models fit Masco Corporation Common Stock and they disagree: 1 of 4 land within 15% of the average.
Two or more of our models back this value.
Near fair value(i)Silver69
Valued as a mature, profitable company: Discounted cash flow, P/E comparison, EV/EBITDA comparison, Graham number, and Dividend discount.
ACCE opinionMasco Corporation Common Stock (MAS)
Fair value (4 models)
$70.66
ACCE price target
$74.00
Rating
Fairly valued
Horizon
12 months
Fair value published on 11 Oct 2026, 00:00 CEST; previously $73.30 since 30 Sept 2026, 00:00 CEST.
ACCE price target published on 26 Sept 2026, 00:00 CEST.
Rating published on 19 Oct 2026, 18:04 CEST.
Price used: $76.01 at the close on 23 Oct 2026, 22:00 CEST.
Models: Discounted cash flow, Dividend discount, EV/EBITDA comparison, Graham number, and P/E comparison.
Fair value: the average of the applicable valuation models (discounted cash flow, multiples, residual income, dividend discount, shareholder yield), each run on the latest financial statements and the market price shown. Opinion columns (fair value, target, rating) are shown apart from the data. Full methodology: acceinvestments.com/data/how-we-value-stocks
Conflicts of interest: The author holds no personal position in this security. General statement
Produced by ACCE Investments (acceinvestments.com)
Data
Price vs fair value
7.6% above
-7.0% to fair value
ACCE score
61
out of 100
Analysts
32% buy
22 covering
P/E
18.0x
forward 14.7x
1-year return
+9.4%
Dividend yield
1.69%
Masco Corporation Common Stock in four questions
Plain answers, details below
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Overview
ACCE thesis
Masco makes plumbing fixtures (Delta and Hansgrohe faucets and showers) and paints (Behr, sold through Home Depot), and it holds a leading position in both categories. Its advantage rests on brand strength and a distribution footprint that is hard for smaller rivals to replicate, which supports gross margin of 37.2% and operating margin of 23.6%. Revenue is shrinking, with growth at -2.9%, so the case depends on margins holding while volumes recover from a weak repair-and-remodel market. At 16.1 trailing and 15.0 forward earnings, the stock is priced for a modest rebound rather than a sharp one. A 58.6% ROE reflects a lean balance sheet and buybacks as much as operating quality, so it warrants checking how much leverage sits underneath. The score of 57/100 and absence from major indices suggest this is a candidate for a deeper look, not a conclusion.
⚠ Investor warnings · 3 flagsAI-assisted·How I use AI
high
ACCE score collapse
Score fell 14 points in 90 days (71 to 57). Growth component particularly weak at 35/100, signalling deterioration in forward momentum despite recent earnings beat.
high
Revenue decline with leverage
Revenue down 2.9% YoY while Debt/Equity stands at 42.87. Earnings growth (+24.5%) appears driven by cost cuts or mix, not top-line expansion, limiting durability.
moderate
Insider selling, no buying
Last 10 disclosures show $1.07M in sales and $0 in buys. Absence of insider conviction during a score decline warrants attention.
AI research notes
AI-assisted·How I use AIWritten Oct 11, 2026 · figures from 2026-06-30 · prices to Oct 23, 2026
Why it could do well
The company generated $866M in free cash flow over the last twelve months, yielding 6.4% on today's share price.
Masco repurchased 4.1% of shares last fiscal year while maintaining an 11.6% net margin and 20.2% return on invested capital.
Why it could disappoint
Revenue fell 2.9% year over year, signaling weakening demand in home improvement as mortgage rates remain elevated.
Debt to equity of 42.87 leaves minimal balance sheet flexibility if housing demand deteriorates further and cash flow contracts.
Only 32% of analysts rate the stock Buy or Strong Buy, and the consensus fair value offers just 3.6% upside from current levels.
Each chip shows the exact figure and where it comes from. A claim without a source is not published.
Next results
Oct 28, 2026
We update the fair value about 2 days after the results, once the new figures are filed.Add to calendarGoogle
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Valuation
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Where MAS's valuation models land
Price
$76.01
Model fair value
$70.66
Model range
$51.23 to $106
Fair value $70.66
Price $76.01
The price sits inside the model range.
Model
Fair value
Upside
Discounted cash flow
Dividend discount
EV/EBITDA comparison
Graham number
P/E comparison
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Quality
INVESTOR
Quality and conviction INVESTOR FEATURE
The full quality picture: a reason under every score, how the scores moved, and the conviction breakdown.
+A plain reason under every score
+Conviction breakdown and growth / value / quality / momentum scores