All research in Building Materials — 1 reports.
Masco is a North American home-improvement building-products brand portfolio anchored by Behr paint, Delta plumbing, and repair-and-remodel demand, with solid cash flow and disciplined buybacks. The business quality is sound, but growth is slow, dependence on The Home Depot is high, and the current share price of about USD 70 is already close to fair value with limited margin of safety. Report rating Watch: a good company at a broadly fair price, with an ideal buy range of USD 55 to 60.
