Reviewing PGT Innovations Inc. (PGTI)’s and Masco Corporation (NYSE:MAS)’s results

Both PGT Innovations Inc. (NYSE:PGTI) and Masco Corporation (NYSE:MAS) compete on a level playing field in the General Building Materials industry. We will evaluate their performance with regards to institutional ownership, profitability, risk, analyst recommendations, dividends, earnings and valuation.

Earnings and Valuation

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio
PGT Innovations Inc. 698.49M 1.20 53.93M 0.98 14.55
Masco Corporation 8.36B 1.37 727.00M 2.38 16.83

Table 1 highlights PGT Innovations Inc. and Masco Corporation’s gross revenue, earnings per share and valuation. Masco Corporation appears to has higher revenue and earnings than PGT Innovations Inc. The company with a lower P/E ratio is presently more affordable of the two stocks. PGT Innovations Inc. is presently more affordable than Masco Corporation, because it’s trading at a lower P/E ratio.

Profitability

Table 2 provides the net margins, return on equity and return on assets of the two firms.

Net Margins Return on Equity Return on Assets
PGT Innovations Inc. 7.72% 23.9% 9.8%
Masco Corporation 8.70% 0% 13.1%

Volatility & Risk

PGT Innovations Inc. has a 1.02 beta, while its volatility is 2.00%, thus making it more volatile than Standard and Poor’s 500. From a competition point of view, Masco Corporation has a 1.46 beta which is 46.00% more volatile compared to Standard and Poor’s 500.

Liquidity

2.8 and 2.2 are the respective Current Ratio and a Quick Ratio of PGT Innovations Inc. Its rival Masco Corporation’s Current and Quick Ratios are 1.6 and 1.1 respectively. PGT Innovations Inc. has a better chance of clearing its pay short and long-term debts than Masco Corporation.

Dividends

The dividend yield for Masco Corporation is 1.16% while its annual dividend payout is $0.45 per share. No dividend is paid out by PGT Innovations Inc.

Analyst Recommendations

PGT Innovations Inc. and Masco Corporation Recommendations and Ratings are available in the next table.

Sell Ratings Hold Ratings Buy Ratings Rating Score
PGT Innovations Inc. 0 0 0 0.00
Masco Corporation 0 2 11 2.85

Masco Corporation on the other hand boasts of a $40.82 consensus price target and a 4.91% potential upside.

Insider & Institutional Ownership

Institutional investors owned 95% of PGT Innovations Inc. shares and 95% of Masco Corporation shares. Insiders owned roughly 3% of PGT Innovations Inc.’s shares. On the other hand, insiders owned about 0.6% of Masco Corporation’s shares.

Performance

Here are the Weekly, Monthly, Quarterly, Half Yearly, Yearly and YTD Performance of both pretenders.

Performance (W) Performance (M) Performance (Q) Performance (HY) Performance (Y) Performance (YTD)
PGT Innovations Inc. -20.52% -14.12% -25.3% -42.03% -22.34% -9.84%
Masco Corporation 5.46% 23.3% 25.07% 3.12% -2.18% 36.66%

For the past year PGT Innovations Inc. has -9.84% weaker performance while Masco Corporation has 36.66% stronger performance.

Summary

Masco Corporation beats on 14 of the 15 factors PGT Innovations Inc.

PGT Innovations, Inc. manufactures and supplies residential impact-resistant windows and doors in the Southeastern United States, the Gulf Coast, Coastal mid-Atlantic, the Caribbean, Central America, and Canada. The company offers heavy-duty aluminum or vinyl frames with laminated glass to provide protection from hurricane-force winds and wind-borne debris; and non-impact vinyl windows with insulating glass and multi-chambered frames for various climate zones. It also provides customizable non-impact-resistant aluminum frame windows and doors; and non-glass vertical and horizontal sliding panels for porch enclosures, including vinyl-glazed aluminum-framed products used for enclosing screened-in porches that provide protection from inclement weather, as well as cabana doors. In addition, the company offers high-end aluminum impact-resistant products; aluminum impact-resistant windows and doors; vinyl energy-efficient impact-resistant windows; and commercial storefront window system and entry doors. Further, it provides high-end luxury aluminum doors and windows, such as impact and non-impact sliding glass doors and terrace doors, fixed picture windows, single hung windows, and horizontal rolling windows; and various aluminum thermally broken doors and windows. The company offers its products primarily under the PGT, CGI, and WinDoor brands, as well as WinGuard, WinGuard Vinyl and EnergyVue, Eze-Breeze, Estate Collection, Sentinel, Estate Entrances, Commercial Series, and Targa names. It serves residential new construction, and repair and remodeling end markets through window and building supply distributors, window replacement dealers, and enclosure contractors. The company was formerly known as PGT, Inc. and changed its name to PGT Innovations, Inc. in December 2016. PGT Innovations, Inc. was founded in 1980 and is headquartered in North Venice, Florida.

Masco Corporation designs, manufactures, markets, and distributes home improvement and building products worldwide. Its Plumbing Products segment provides faucets, showerheads, handheld showers, valves, bathing units, shower enclosures, toilets, acrylic tubs, shower trays, spas products, exercise pools and systems, brass and copper plumbing system components, and other non-decorative plumbing products. The companyÂ’s Decorative Architectural Products segment offers architectural coatings, including paints, primers, specialty paints, stains, and waterproofing products; cabinet, door, window, and hardware products; and functional hardware, wall plates, hook and rail products, and picture hanging accessories, as well as decorative bath hardware, shower accessories, and shower doors. The companyÂ’s Cabinetry Products segment offers assembled cabinetry for kitchen, bath, storage, home office, and home entertainment applications; and integrated bathroom vanity and countertop products. Its Windows and Other Specialty Products segment provides vinyl, fiberglass, and aluminum windows and patio doors; vinyl windows, and composite and panel doors; and staple guns, hammer tackers, glue guns, and rivet tools, as well as staples, glues, and rivets. The company sells its products under DELTA, BRIZO, PEERLESS, HANSGROHE, AXOR, GINGER, NEWPORT BRASS, BRASSTECH, WALTEC, BRISTAN, HERITAGE, MIROLIN, HÃœPPE, HOT SPRING, CALDERA, FREEFLOW SPAS, FANTASY SPAS, ENDLESS POOLS, BRASSCRAFT, PLUMB SHOP, COBRA, MASTER PLUMBER, BEHR, KILZ, LIBERTY, BRAINERD, FRANKLIN BRASS, KRAFTMAID, CARDELL, MERILLAT, QUALITY CABINETS, MOORES, ESSENCE SERIES, MILGARD, DURAFLEX, GRIFFIN, PREMIER, EVOLUTION, ARROW, POWERSHOT, and EASYSHOT brands. It offers its products through home center retailers, mass merchandisers, hardware stores, homebuilders, distributors, and other outlets to consumers and contractors, as well as directly to consumers. The company was founded in 1929 and is headquartered in Taylor, Michigan.