Louisiana-Pacific Corporation (LPX)vsMasco Corporation (MAS)
LPX
Louisiana-Pacific Corporation
$72.64
+3.89%
INDUSTRIALS · Cap: $4.88B
MAS
Masco Corporation
$60.07
+2.09%
INDUSTRIALS · Cap: $11.98B
Smart Verdict
WallStSmart Research — data-driven comparison
Masco Corporation generates 179% more annual revenue ($7.56B vs $2.71B). MAS leads profitability with a 10.7% profit margin vs 5.4%. MAS appears more attractively valued with a PEG of 1.34. MAS earns a higher WallStSmart Score of 55/100 (C-).
LPX
Hold40
out of 100
Grade: D
MAS
Buy55
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-586.1%
Fair Value
$14.14
Current Price
$72.64
$58.50 premium
Margin of Safety
-196.0%
Fair Value
$25.84
Current Price
$60.07
$34.23 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 124.0%
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Reasonable price relative to book value
Every $100 of equity generates 72 in profit
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Areas to Watch
Premium valuation, high expectations priced in
5.4% margin — thin
Expensive relative to growth rate
Revenue declined 16.6%
Revenue declined 1.9%
Earnings declined 5.9%
Comparative Analysis Report
WallStSmart ResearchBull Case : LPX
The strongest argument for LPX centers on Operating Margin, Altman Z-Score, Debt/Equity.
Bull 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.
Bear Case : LPX
The primary concerns for LPX are P/E Ratio, Profit Margin, PEG Ratio.
Bear Case : MAS
The primary concerns for MAS are Revenue Growth, EPS Growth.
Key Dynamics to Monitor
LPX profiles as a value stock while MAS is a declining play — different risk/reward profiles.
LPX carries more volatility with a beta of 1.75 — expect wider price swings.
MAS is growing revenue faster at -1.9% — sustainability is the question.
MAS generates stronger free cash flow (371M), providing more financial flexibility.
Bottom Line
MAS scores higher overall (55/100 vs 40/100). Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Louisiana-Pacific Corporation
INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA
Louisiana-Pacific Corporation, manufactures and markets construction products primarily for use in the construction, repair and remodeling of new homes and outdoor structures markets. The company is headquartered in Nashville, Tennessee.
Visit Website →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 →Compare with Other BUILDING PRODUCTS & EQUIPMENT Stocks
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