Masco Corp
MAS: XNYS (USA)
| Morningstar Rating for Stocks | Fair Value | Economic Moat | Capital Allocation |
|---|---|---|---|
| R% | LOCK|H<p | LOCK|cx>t!L |
Masco Earnings: We Still See Shares as Undervalued Despite Near-Term Uncertainty
Masco's first-quarter organic revenue declined 3% year over year and adjusted operating margin narrowed 70 basis points to 16.0%. Management estimates annualized tariff costs of about $675 million (9% of 2024 sales) but has already implemented mitigation actions.
