Masco Corp vs Trane Technologies plc

Masco Corp (MAS) is slightly overvalued and Trane Technologies plc (TT) is overvalued.

Both trade above our estimate of their intrinsic value. MAS is the closer of the two: -15%, against -69% for TT.

Values as of the 22 Sept 2026 close.

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

Trane Technologies plc (TT)

Discounting its cash flows at 10.3% (average of 3 methods) values the shares at $259.71; the price of $437.82 is 69% above that value, and 72% of that value comes from beyond year five.

Leak Score 59/100 on 3 of 12 signals

MetricMASTT
VerdictSlightly overvaluedOvervalued
Price$69.96$437.82
Intrinsic value$60.63$259.71
Margin of safety-15%-69%
Leak Score44/100 (2/12)59/100 (3/12)
Market cap$13.8B$96.3B
Revenue growth, 5 years1.0%11.3%
Operating margin17.7%18.1%
Net margin11.6%13.3%
Return on equity36.5%
Debt to equity0.54
P/E16.1x33.2x
Forward P/E15.0x24.9x
P/B11.2x
Dividend yield1.8%0.9%

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