Argus

•

Apr 24, 2026

Symbols

Sector(s)

Industrials

Rating

Earnings Estimate

Current Price

$74.20

Price Target

Summary

Masco manufactures home improvement and building products. Following the spin-off of the installation business in 2015 and the more recent sales of the cabinet and windows businesses, Masco has two segments, which had 2025 sales of $7.6 billion: Plumbing Products, including Delta faucets (66%), and Decorative Architectural Products, including Behr paint (33%). Approximately 21% of the company's sales are from outside North America, dominated by Hansgrohe plumbing fixtures in the U.K. and Europe. Plumbing Products has the most international exposure, about 31%. Almost 100% of Decorative Architectural Products revenue is linked to repair and remodel. MAS is one of the biggest suppliers to Home Depot and Lowe's. Some 38% of Masco's 2025 sales were to HD, where Behr paint is a major brand. Lowe

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Chris Graja, CFA

Senior Analyst:  Retail

Chris covers the Consumer sector for Argus. He was the #1 Stock Picker in the Household Durables sector, winning the 2019 StarMine U.S. Analyst award from Refinitiv. He was the #1 Stock Picker in Food and Staples Retailing, winning back-to-back U.S. Analyst Awards in 2015 and 2016. He received a prestigious Volunteer of the Year award from the New York Society of Security Analysts in 2000. Prior to Argus, Chris spent 16 years at Bloomberg Financial Markets. He was the Director of Training and a Senior Researcher for Bloomberg’s research division before joining the new Bloomberg magazine as Technical Studies Editor in 1993. He rose to Executive Markets Editor of the publishing group.  Chris co-authored the book “Investing in Small-Cap Stocks,” which was published in three U.S. editions, an audio book, and two Chinese editions. Chris earned an MBA from Rutgers University. He is a CFA charterholder.

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