MASCO CORP /DE/ · Heating Equip, Except Elec & Warm Air; & Plumbing Fixtures

MAS

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The short version

A profitable company with steady sales.

Going well

Profitable every year for 10 years
Brings in more cash than it spends
Buying back shares: share count down 9.5% in 3 years

Money moves

No insider buying or selling in the last 30 days
Institutions added 0.6% to their holdings in the quarter ending June 2026 (484 bought, 347 sold)
Held by Ray Dalio (Bridgewater)

Facts from SEC filings, not a recommendation.

What the price means

Price as of Oct 26

$75.51-0.7% that day

Company value: $15.2B; Share price times all shares
Price vs profit (P/E): 18.7x; You pay about $19 for each $1 of yearly profit
Price vs sales: 2.0x; Company value is 2.0 times a year of sales
Dividend yield: 1.6%; Yearly dividend as a share of today's price
Cash vs value: 3%; Cash as a share of company value
Debt vs value: 19%; Debt as a share of company value

From MAS's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.

The business over time

Last 12 quarters, from SEC filings

Sales, Mar '26

$1.9B+6.5% vs a year earlier

Jun '23Tap a barMar '26

Last 12 months: $7.7B, down 0.3% from the 12 months before. Over 5 years, sales grew about 1.0% a year.

What the price assumes

Your guesses, our math

Move the sliders to your own view of MAS. Starting points are the company's recent numbers.

Sales growth0% a yearRecently: -0.3% a yearProfit margin11%Last 12 months: 10.9%P/E at the end19xToday: 18.7x. Many steady companies trade at 12x to 25xShare count change-3% a yearBelow zero means buybacks; above zero means new shares (dilution)

Sales in 5 years$7.7B

Profit in 5 years$845M

Price these guesses point to$92.64+23% vs $75.51 todayAbout +4.2% a year, before dividends

What today's price needs: with a 11% margin and a 19x P/E, sales could shrink about 4.0% a year for 5 years and still match today's price.

Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.

Price

Price chart by TradingView.

Business quality

The checklist Warren Buffett-style investors use. Annual numbers for 2025.

4/6Mixed

MissDebt under half of equityNot relying on borrowed money.Owes more than it owns
PassNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.10.7%
PassProfitable every yearSteady profits, not one good year.10 of 10 years
PassFree cash flow positiveBrings in more cash than it spends to run and grow.$1.0B
PassShare count not growingNot diluting owners. Falling means buybacks.-9.5% in 3 years
MissGross margin 40%+Pricing power: sells for well above what it costs to make.35.4%

Revenue: $7.6B; -3.4% vs prior year
5-year growth: +1.0%/yr; revenue, per year
Total debt: $2.9B
Current ratio: 1.81x; short-term assets / bills due

From annual reports filed with the SEC. Not in this company's SEC data, so not scored: return on equity 15%+. A checklist is a starting point for research, not a verdict.

Latest quarter

Quarter ended Mar 31, 2026

Reported Jul 29

Revenue: $1.9B; +6.5% YoY
EPS: $1.05; vs $0.87
Op. margin: 16.5%; +0.6 pts
Gross margin: 35.8%; 0.0 pts
Free cash flow: -$113.0M
Share count: -4.2%; vs a year ago

Insider rating

Last 90 days

No open-market insider buys or sells in the last 90 days.

Weekly insider trend

No trades to chart yet.

Filing buzz

Last 7 days vs normal

0/ 100

This week: 0
Normal week: 0.2
vs normal: 0.0x

SEC filings of any kind. 50 means a normal week.

Institutional ownership

Steady+0.6%

Institutions added 0.6% to their holdings. 484 bought, 347 sold.

Shares held by institutions200.7M

Sep '24Jun '26

Safety check

From SEC filings

Share count growthYearly rate, last 3 years

-3.6%

Cash runwayAt last year's cash burn

Cash flow positive

Debt to equityLatest balance sheet: debt compared with what owners have

Owes more than it owns

Shares outstandingLatest reported

202M

Earnings reports

Last 12

Next reportIn 1 days (est.)Estimated from the same quarter last year

Results filedJul 29
Results filedApr 22
Results filedFeb 10
Results filedOct 29, 2025
Results filedJul 31, 2025

Flags and big holders

Offerings 6 months, flags 12 months, holders 90 days

New 5%+ holder (passive)Aug 7 · View filing ↗Big holder

Insider trades

Open-market buys and sells, last 90 days

No open-market buys or sells in 90 days. Grants and option exercises are left out.

"Owns after" is the insider's holding right after the trade. Pre-planned (10b5-1) sales are set up months ahead, a weaker signal.

Latest filings

Straight from SEC EDGAR

New 5%+ holder (passive)Aug 7 · Form SCHEDULE 13G ↗Earnings resultsJul 29 · Form 8-K ↗Quarterly reportJul 29 · Form 10-Q ↗11-KJun 5 · Form 11-K ↗SDJun 1 · Form SD ↗5%+ holder update (passive)May 15 · Form SCHEDULE 13G/A ↗Charter or share changeMay 14 · Form 8-K ↗

Stock awardMark R. AlexanderDirector

2,650 shares

+13% of holdings
Now owns 23,469 shares
Filed 4 days after trade

May 8Form 4 ↗

Stock awardGary A CoombeDirector

2,650 shares

+270% of holdings
Now owns 3,630 shares
Filed 4 days after trade

May 8Form 4 ↗

Stock awardAine DenariDirector

2,650 shares

+23% of holdings
Now owns 13,970 shares
Filed 4 days after trade

May 8Form 4 ↗

Stock awardMarie A FfolkesDirector

2,650 shares

+12% of holdings
Now owns 24,517 shares
Filed 4 days after trade

May 8Form 4 ↗

Stock awardChristopher A O'herlihyDirector

2,650 shares

+5% of holdings
Now owns 51,766 shares
Filed 4 days after trade

May 8Form 4 ↗

Stock awardLisa A PayneDirector

2,650 shares

+19% of holdings
Now owns 16,487 shares
Filed 4 days after trade

May 8Form 4 ↗

Insider tradeMay 12 · Form 4 ↗Insider tradeMay 12 · Form 4 ↗

Source: SEC EDGAR filings. For informational purposes. Not investment advice.

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