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Masco Corporation (MAS), headquartered in Livonia, Michigan, provides home improvement and building products. Valued at $15.6 billion by market cap, the company’s products include faucets, kitchen and bath cabinets, architectural coatings, and builders’ hardware products. Masco sells its products through mass merchandisers, home centers, hardware stores, and other wholesale and retail outlets, serving both consumers and contractors.
Shares of this branded home improvement and building products leader have underperformed the broader market over the past year. MAS has declined 3% over this time frame, while the broader S&P 500 Index ($SPX) has rallied nearly 14.3%. In 2025, MAS stock is up 2.6%, compared to the SPX’s 9% rise on a YTD basis.
Narrowing the focus, MAS’ underperformance is also apparent compared to the SPDR S&P Homebuilders ETF (XHB). The exchange-traded fund has gained about 2.2% over the past year. Moreover, the ETF’s 9.9% returns on a YTD basis outshine the stock’s gains over the same time frame.
On Jul. 31, MAS shares closed up more than 3% after reporting its Q2 results. Its adjusted EPS of $1.30 surpassed Wall Street expectations of $1.08. The company’s revenue was $2.1 billion, topping Wall Street forecasts of $2 billion. MAS expects full-year adjusted EPS in the range of $3.90 to $4.10.
For the current fiscal year, ending in December, analysts expect MAS’ EPS to decline 1.7% to $4.03 on a diluted basis. The company’s earnings surprise history is mixed. It beat or matched the consensus estimate in three of the last four quarters while missing the forecast on another occasion.
Among the 22 analysts covering MAS stock, the consensus is a “Moderate Buy.” That’s based on seven “Strong Buy” ratings, 14 “Holds,” and one “Moderate Sell.”
This configuration is less bullish than a month ago, with eight analysts suggesting a “Strong Buy.”
On Aug. 6, RBC Capital analyst Michael Dahl maintained a “Hold” rating on MAS and set a price target of $71.
The mean price target of $74.61 represents a marginal premium to MAS’ current price levels. The Street-high price target of $85 suggests an upside potential of 14.1%.
