A Look At Masco (MAS) Valuation After A Weak Q3 And Challenging Market Commentary

Simply Wall St.02-04 09:30

AdvertisementQ3 earnings miss and market reaction Masco (MAS) reported a disappointing Q3, with revenue down 3.3% year on year and adjusted operating income and EBITDA below analyst expectations, with...

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See our latest analysis for Masco. Despite the weak Q3, Masco’s share price has shown positive short term momentum, with a 30 day share price return of 5.55% and a 3 year total shareholder return of 31.90%, although the 1 year total shareholder return is a 10.31% decline. If Masco’s latest move has you rethinking where you put your money next, it could be a good moment to check out aerospace and defense stocks as another area to research. So with Q3 weakness on one side and a 3 year total return of 31.90% on the other, is Masco’s current share price offering you a discount, or has the market already priced in any future growth? Most Popular Narrative: 24.6% Undervalued Masco closed at $68.05, while the most followed narrative, according to julio, points to a fair value of $90.25. This represents a sizeable gap that hinges on specific long term assumptions.  The R&R market is poised for long-term growth, driven by several secular tailwinds, including the aging housing stock and favorable demographics.  Read the complete narrative. Curious what kind of revenue trajectory and profit margins are built into that $90.25 figure? The narrative leans on durable demand and a premium earnings multiple. The full write up explains how those pieces fit together in detail. Result: Fair Value of $90.25 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, this hinges on renovation spending and acquisitions holding up, and weaker housing affordability or troubled deals could quickly challenge that 24.6% undervalued case. Find out about the key risks to this Masco narrative.  Build Your Own Masco Narrative If you are not fully on board with this view, or prefer to test the numbers yourself, you can build a fresh story in minutes with Do it your way. A great starting point for your Masco research is our analysis highlighting 4 key rewards and 1 important warning sign that could impact your investment decision. Looking for more investment ideas? Masco might be on your radar, but you do not want to stop at a single name when there are other focused ideas you can scan quickly.  Spot potential value candidates by filtering for these 873 undervalued stocks based on cash flows that match the kind of quality and pricing balance you want to research further. Tap into long term technology themes by checking out these 25 AI penny stocks that are tied to artificial intelligence trends you want to study in more depth. Add income focused ideas to your watchlist by reviewing these 13 dividend stocks with yields > 3% that could complement growth focused holdings in your portfolio.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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