Masco vs UFP Industries
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KIRA’s take AI analyst
I put Masco and UFP Industries side by side, using each one’s latest annual report. Here is what stands out:
- Masco is the larger business, with $7.6B of revenue in fiscal 2025 against $6.3B for UFP Industries.
- Masco grew revenue faster (−3.4%, against −5.0%).
- Masco kept more of each dollar of sales as operating profit (16.5% operating margin, against 5.8%).
- Masco turned more of its sales into free cash flow (11.5% FCF margin, against 4.4%).
- Masco earned a higher return on the capital invested in it (40.4%, against 11.8%).
- Investors pay more for each dollar of Masco’s earnings: a P/E of 18.7x against 18.6x for UFP Industries.
Who comes out ahead
Of the 10 measures where higher (or lower) is clearly better, how many each company leads.
Masco
MAS
8/10
Revenue growthGross marginOperating marginNet marginFCF marginReturn on capitalPiotroski F-scoreShare count change
UFP Industries
UFPI
2/10
5-year growthNet debt / EBITDA
Side by side
Best in the row
| Latest fiscal year | MAS FY25 | UFPI FY25 |
|---|---|---|
| Size | ||
| Market cap | $15.4B | $4.4B |
| Revenue | $7.6B | $6.3B |
| Free cash flow | $866M | $276M |
| Net income | $810M | $295M |
| Growth | ||
| Revenue growth | −3.4% | −5.0% |
| 5-year growth | 1.0% | 4.2% |
| Share count change | −4.1% | −3.5% |
| Profitability | ||
| Gross margin | 35.4% | 16.8% |
| Operating margin | 16.5% | 5.8% |
| Net margin | 10.7% | 4.7% |
| FCF margin | 11.5% | 4.4% |
| Return on capital | 40.4% | 11.8% |
| Return on equity | — | 9.4% |
| Balance sheet | ||
| Net debt | $2.3B | −$719M |
| Net debt / EBITDA | 1.7x | −1.4x |
| Dividends and buybacks | $832M | $515M |
| Valuation & quality | ||
| P/E | 18.7x | 18.6x |
| Piotroski F-score | 7 | 5 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.