Forensic Analysis · Industrials / Manufacturing / Defense · as of Aug 11, 2026

Masco Corp /De/ (MAS)

A forensic read on Masco Corp /De/ built from its complete SEC filings — financial-health screens, earnings quality, red flags and a price-aware rating. Reproducible math, not opinion.

C · Mixed — selective

Forensic grade

Safe

Financial health

5.8

Distress distance

Clean

Earnings quality

Forensic signals

17.0

P / E (ttm)

$14.8B

Market cap

1.70%

Dividend yield

-3.4%

Revenue growth

This free snapshot doesn't read filing or proxy text, so the auditor-quality and governance checks that can lower a grade were not evaluated (red flags, auditor quality, say on pay, board independence). Those checks only ever lower a grade, so the full analysis can land below the grade above but never above it — treat it as the most favourable reading, not the settled one.

Masco Corp /De/ earns a C (Mixed — selective) forensic quality grade, and its balance-sheet distress test reads 5.8, placing it in the Safe zone. 2 forensic signals were flagged in its latest SEC filings, led by shareholder returns.

What the filings flag

96% of FCF

FY2025

Shareholder returns. Returned $832M to shareholders (buybacks + dividends) in FY2025 — 96% of free cash flow. Right at the limit of what free cash flow covers — little room before it's funded by debt or the balance sheet. That ratio has actually been EASING, not tightening further — down from ~190% of free cash flow a few years back. Counting the $30M of stock-based comp paid out in shares on top of that, the combined claim on free cash flow is 100%.

$64M

FY2021–FY2022

Goodwill impairments. Took $64M of goodwill writedowns across 2 years (FY2021 ($45M), FY2022 ($19M)) — about 5% of net income over the span. Writedowns mean past acquisitions underperformed what was paid for them.

Key fundamentals

Latest Revenue$7.56B

Revenue Growth YoY-3.4%

Revenue CAGR (3yr)-4.5%

Net Margin10.7%

Free Cash Flow$866.0M

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Data from SEC EDGAR public filings · metrics as of Aug 11, 2026. Forensic signals flag probability, not certainty.