Is Masco Stock Underperforming the Dow?

With a market cap of $12.9 billion, Masco Corporation (MAS) is engaged in designing, manufacturing, and distributing branded home improvement and building products. Based in Livonia, Michigan, the company operates through Plumbing Products and Decorative Architectural Products segments.

Companies valued at $10 billion or more are generally classified as “large-cap” stocks, and Masco fits this description perfectly. The company has a portfolio of industry-leading brands, including Behr paint, Delta and Hansgrohe faucets, bath and shower fixtures, Liberty-branded decorative and functional hardware, and HotSpring spas.  

Masco Corporation stock has dropped 29.4% from its 52-week high of $86.70. Shares of MAS have declined 13.1% over the past three months, lagging behind the broader Dow Jones Industrials Average's ($DOWI) marginal increase.

On a YTD basis, MAS stock has dipped 15.7%, whereas DOWI’s has fallen marginally. In addition, shares of Masco have decreased 10.3% over the past 52 weeks, notably underperforming the Dow Jones’ 7.9% rise over the same time frame. 

Despite some fluctuations, the stock has been trading mostly below its 50-day and 200-day moving averages since March. 

Masco stock fell 3.4% following the release of its disappointing Q1 2025 results on Apr. 23. The company reported revenue of $1.8 billion, down 6.5% year-over-year, missing Street expectations. The decline was primarily driven by a drop in the Plumbing Products segment and a significant 16% decline in the Decorative Architectural Products segment. 

Additionally, Masco faced rising costs due to newly imposed tariffs on imports from China. Adjusted EPS came in at $0.87, a decrease of 6.5% from the prior-year quarter, and missed analysts’ estimates. 

In contrast, rival Builders FirstSource, Inc. (BLDR) has performed weaker than the MAS stock. BLDR stock has declined 19.7% on a YTD basis and 20.7% over the past 52 weeks.

Although MAS stock has underperformed relative to the Dow, analysts have a moderately optimistic outlook. With 20 analysts covering the stock, the consensus rating is “Moderate Buy,” and it is currently trading below the mean price target of $69.78.