Masco Corporation (MAS)vsAdvanced Drainage Systems Inc (WMS)
MAS
Masco Corporation
$60.07
+2.09%
INDUSTRIALS · Cap: $11.98B
WMS
Advanced Drainage Systems Inc
$137.86
+4.29%
INDUSTRIALS · Cap: $10.30B
Smart Verdict
WallStSmart Research — data-driven comparison
Masco Corporation generates 153% more annual revenue ($7.56B vs $2.99B). WMS leads profitability with a 15.8% profit margin vs 10.7%. WMS appears more attractively valued with a PEG of 1.12. WMS earns a higher WallStSmart Score of 66/100 (B-).
MAS
Buy55
out of 100
Grade: C-
WMS
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-196.0%
Fair Value
$25.84
Current Price
$60.07
$34.23 premium
Margin of Safety
+3.4%
Fair Value
$179.34
Current Price
$137.86
$41.48 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 72 in profit
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Revenue surging 40.0% year-over-year
Every $100 of equity generates 28 in profit
Strong operational efficiency at 21.0%
Areas to Watch
Revenue declined 1.9%
Earnings declined 5.9%
No major concerns identified
Comparative Analysis Report
WallStSmart ResearchBull Case : MAS
The strongest argument for MAS centers on Return on Equity, Debt/Equity, P/E Ratio. PEG of 1.34 suggests the stock is reasonably priced for its growth.
Bull Case : WMS
The strongest argument for WMS centers on Revenue Growth, Return on Equity, Operating Margin. Profitability is solid with margins at 15.8% and operating margin at 21.0%. Revenue growth of 40.0% demonstrates continued momentum.
Bear Case : MAS
The primary concerns for MAS are Revenue Growth, EPS Growth.
Bear Case : WMS
No major red flags identified for WMS, but monitor valuation.
Key Dynamics to Monitor
MAS profiles as a declining stock while WMS is a growth play — different risk/reward profiles.
WMS carries more volatility with a beta of 1.30 — expect wider price swings.
WMS is growing revenue faster at 40.0% — sustainability is the question.
MAS generates stronger free cash flow (371M), providing more financial flexibility.
Bottom Line
WMS scores higher overall (66/100 vs 55/100), backed by strong 15.8% margins and 40.0% revenue growth. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Masco Corporation
INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA
Masco Corporation is a manufacturer of products for the home improvement and new home construction markets.
Visit Website →Advanced Drainage Systems Inc
INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA
Advanced Drainage Systems, Inc. designs, manufactures and markets thermoplastic corrugated pipe and related water management products and drainage solutions for use in the underground construction and infrastructure market in the United States, Canada, Mexico and internationally. The company is headquartered in Hilliard, Ohio.
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