Lennox International Inc vs Masco Corp

Lennox International Inc (LII) is fairly valued and Masco Corp (MAS) is slightly overvalued.

Both trade above our estimate of their intrinsic value. LII is the closer of the two: -0%, against -15% for MAS.

Values as of the 22 Sept 2026 close.

Lennox International Inc (LII)

Discounting its cash flows at 9.9% (average of 3 methods) values the shares at $370.30; the price of $371.68 sits right on that value, and 73% of that value comes from beyond year five.

Leak Score 59/100 on 3 of 12 signals

Masco Corp (MAS)

Discounting its cash flows at 9.8% (average of 3 methods) values the shares at $60.63; the price of $69.96 is 15% above that value, and 73% of that value comes from beyond year five.

Leak Score 44/100 on 2 of 12 signals

MetricLIIMAS
VerdictFairly valuedSlightly overvalued
Price$371.68$69.96
Intrinsic value$370.30$60.63
Margin of safety-0%-15%
Leak Score59/100 (3/12)44/100 (2/12)
Market cap$12.8B$13.8B
Revenue growth, 5 years7.4%1.0%
Operating margin19.7%17.7%
Net margin14.6%11.6%
Return on equity70.5%
Debt to equity1.56
P/E16.8x16.1x
Forward P/E14.3x15.0x
P/B9.9x
Dividend yield1.4%1.8%

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