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Why Is This Industry Leader Lagging?

Jul. 19, 2013 11:44 AM ETMAS, SHW
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I'm always looking for industry leaders that are under-performing their peers, and Masco (NYSE: MAS) appears to be just that. Even with the impressive rebound in housing starts over the past two years, Masco has managed to under-perform major peers.

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Masco manufactures, sells and installs home-improvement and building products. Its sales avenues include mass merchandisers, hardware stores, home centers and home builders.

While the company does operate primarily in North America, with nearly 80% of revenue derived form the segment in 2012, it does have an impressively diverse product portfolio; plumbing products account for around 38% of revenue, paints and stains are 23%, cabinets and related products are 16%, installation is 16%, which includes building products, installed gutters, fireplaces and garage doors. Windows and doors account for the final 7%.


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