Masco vs UFP Industries
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The short version
- 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 18.9x against 18.6x for UFP Industries.
| Latest fiscal year | MAS · FY25 | UFPI · FY25 |
|---|---|---|
| Size | ||
| Market cap | $15.5B | $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 | 18.9x | 18.6x |
| Piotroski F-score | 7 | 5 |
Revenue
FY16
MAS $7.4B
UFPI $3.2B
FY17
MAS $6.0B
UFPI $3.9B
FY18
MAS $6.7B
UFPI $4.5B
FY19
MAS $6.7B
UFPI $4.4B
FY20
MAS $7.2B
UFPI $5.2B
FY21
MAS $8.4B
UFPI $8.6B
FY22
MAS $8.7B
UFPI $9.6B
FY23
MAS $8.0B
UFPI $7.2B
FY24
MAS $7.8B
UFPI $6.7B
FY25
MAS $7.6B
UFPI $6.3B
MAS
UFPI
Operating margin
FY16
MAS 14.8%
UFPI 5.1%
FY17
MAS 17.1%
UFPI 4.6%
FY18
MAS 16.2%
UFPI 4.6%
FY19
MAS 16.2%
UFPI 5.6%
FY20
MAS 18.0%
UFPI 6.7%
FY21
MAS 16.8%
UFPI 8.5%
FY22
MAS 14.9%
UFPI 9.9%
FY23
MAS 16.9%
UFPI 9.0%
FY24
MAS 17.4%
UFPI 7.4%
FY25
MAS 16.5%
UFPI 5.8%
MAS
UFPI
Free cash flow
FY16
MAS $609M
UFPI $119M
FY17
MAS $578M
UFPI $65.5M
FY18
MAS $813M
UFPI $20.8M
FY19
MAS $671M
UFPI $264M
FY20
MAS $839M
UFPI $247M
FY21
MAS $802M
UFPI $361M
FY22
MAS $616M
UFPI $657M
FY23
MAS $1.2B
UFPI $780M
FY24
MAS $907M
UFPI $410M
FY25
MAS $866M
UFPI $276M
MAS
UFPI
Return on capital
FY16
MAS 40.5%
UFPI 12.7%
FY17
MAS 36.9%
UFPI 12.7%
FY18
MAS 36.5%
UFPI 13.7%
FY19
MAS 35.8%
UFPI 15.0%
FY20
MAS 49.8%
UFPI 20.1%
FY21
MAS 48.4%
UFPI 33.5%
FY22
MAS 43.0%
UFPI 33.4%
FY23
MAS 42.7%
UFPI 22.4%
FY24
MAS 43.6%
UFPI 17.2%
FY25
MAS 40.4%
UFPI 11.8%
MAS
UFPI
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.