Masco Corp (MAS) is overvalued and Advanced Drainage Systems Inc (WMS) is overvalued.
Both trade above our estimate of their intrinsic value. WMS is the closer of the two: -30%, against -39% for MAS.
Values as of the 19 Oct 2026 close.
Discounting its cash flows at 9.9% (average of 3 methods) values the shares at $52.52; the price of $73.00 is 39% above that value, and 72% of that value comes from beyond year five.
Leak Score 67/100 on 10 of 12 signals
Discounting its cash flows at 10.2% (average of 3 methods) values the shares at $98.51; the price of $127.78 is 30% above that value, and 72% of that value comes from beyond year five.
Leak Score 63/100 on 12 of 12 signals
| Metric | MAS | WMS |
|---|---|---|
| Verdict | Overvalued | Overvalued |
| Price | $73.00 | $127.78 |
| Intrinsic value | $52.52 | $98.51 |
| Margin of safety | -39% | -30% |
| Leak Score | 67/100 (10/12) | 63/100 (12/12) |
| Market cap | $14.4B | $9.6B |
| Revenue growth, 5 years | 1.0% | 9.0% |
| Operating margin | 17.7% | 21.5% |
| Net margin | 11.6% | 14.0% |
| Return on equity | — | 25.3% |
| Debt to equity | — | 0.95 |
| P/E | 16.8x | 22.1x |
| Forward P/E | 15.9x | 17.3x |
| P/B | — | 5.1x |
| Dividend yield | 1.8% | 0.6% |