$MAS · Value Investing with Sven Carlin, Ph.D. · 2026-11-10
AI 摘要 · Value Investing with Sven Carlin, Ph.D.
Masco 在当前市场估值合理，长期表现很好；受住房影响又略有下跌，若估值反转，其市盈率将为 11 倍。说话者对它不太熟悉，注意到它正在剥离某项业务，但认为其下跌在衰退中或许保护不足。
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Value Investing with Sven Carlin, Ph.D.发布 2026-11-10 · 1 段内容
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Masco，在这个市场里也是定价合理，长期表现很好。现在又稍微低了一些，和住房相关。如果估值反转，那它对应的市盈率是11倍。同样的故事。我对这家公司没那么熟悉。他们在剥离一些东西，但你可以看到下滑，也许在衰退的情况下没那么有保护。
Masco, another fairly priced in this market, has done greatly over time. Now, it's a little bit lower again related to housing. If valuation reverses, this then trades at a P ratio of 11.
Same story there. I'm not that familiar with the company. They are devesting something but you can see the decline perhaps not that protected there in case of a recession.