Masonite International (NYSE: DOOR) and Ply Gem (NYSE:PGEM) are both small-cap consumer discretionary companies, but which is the superior investment? We will compare the two businesses based on the strength of their valuation, analyst recommendations, profitability, institutional ownership, risk, dividends and earnings.
Risk and Volatility
Masonite International has a beta of 1.23, indicating that its share price is 23% more volatile than the S&P 500. Comparatively, Ply Gem has a beta of 2.36, indicating that its share price is 136% more volatile than the S&P 500.
This table compares Masonite International and Ply Gem’s net margins, return on equity and return on assets.
|Net Margins||Return on Equity||Return on Assets|
Valuation & Earnings
This table compares Masonite International and Ply Gem’s top-line revenue, earnings per share (EPS) and valuation.
|Gross Revenue||Price/Sales Ratio||Net Income||Earnings Per Share||Price/Earnings Ratio|
|Masonite International||$2.03 billion||0.89||$151.73 million||$3.33||19.29|
|Ply Gem||$2.06 billion||0.72||$68.32 million||$0.98||22.09|
Masonite International has higher earnings, but lower revenue than Ply Gem. Masonite International is trading at a lower price-to-earnings ratio than Ply Gem, indicating that it is currently the more affordable of the two stocks.
This is a breakdown of current ratings and recommmendations for Masonite International and Ply Gem, as reported by MarketBeat.com.
|Sell Ratings||Hold Ratings||Buy Ratings||Strong Buy Ratings||Rating Score|
Masonite International currently has a consensus price target of $77.00, suggesting a potential upside of 19.84%. Ply Gem has a consensus price target of $21.00, suggesting a potential downside of 3.00%. Given Masonite International’s stronger consensus rating and higher probable upside, equities analysts plainly believe Masonite International is more favorable than Ply Gem.
Insider & Institutional Ownership
99.2% of Masonite International shares are held by institutional investors. Comparatively, 29.3% of Ply Gem shares are held by institutional investors. 2.4% of Masonite International shares are held by insiders. Comparatively, 68.9% of Ply Gem shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.
Masonite International beats Ply Gem on 9 of the 14 factors compared between the two stocks.
Masonite International Company Profile
Masonite International Corporation designs, manufactures, and distributes interior and exterior doors for the new construction and repair, renovation, and remodeling sectors of the residential and non-residential building construction markets worldwide. The company offers molded panel, flush, stile and rail, routed medium-density fiberboard (MDF), steel, and fiberglass residential doors, as well as architectural interior doors. It also provides various door components, including interior door facings, agri-fiber and particleboard door cores, MDF and wood cut-stock components, critical door components, wood veneer door skins, and mineral and particleboard door cores. The company offers its products under the Masonite, Marshfield, Premdor, Mohawk, Megantic, Algoma, Birchwood Best, Door-Stop, Harring Doors, Performance Doorset Solutions, and National Hickman brands to remodeling contractors, builders, homeowners, retailers, dealers, lumberyards, commercial and general contractors, and architects through wholesale and retail distribution channels. Masonite International Corporation was founded in 1925 and is headquartered in Tampa, Florida.
Ply Gem Company Profile
Ply Gem Holdings, Inc. manufactures and sells residential and commercial building products in the United States and Canada. It operates in two segments: Siding, Fencing, and Stone; and Windows and Doors. The Siding, Fencing, and Stone segment offers vinyl siding and skirting, steel siding, vinyl and aluminum soffit, aluminum trim and gutter coil, fabricated aluminum gutter, aluminum and steel roofing accessory, cellular polyvinyl chloride trim and moulding, J-channel, wide crown molding, window and door trim, F-channel, H-mold, fascia, undersill trim, outside/inside corner post, rain removal system, vinyl fence and railing, engineered slate and cedar shake roofing, and stone veneer products. It also provides injection molded designer accents, such as shakes, shingles, scallops, shutters, vents, and mounts. This segment sells its products to the new construction, and home repair and remodeling sectors primarily under the Variform, Napco, Mastic Home Exteriors, Mitten, Ply Gem/Cellwood, Durabuilt, Ply Gem Trim and Mouldings, Ply Gem, Canyon Stone and Ply Gem Stone, Ply Gem Roofing, Leaf Relief, Leaf Relief Snap Tight, Leaf Smart, and Leaf Logic brands; and the Georgia-Pacific brand through a private label program. The Windows and Doors segment offers vinyl, aluminum-clad vinyl, aluminum, wood, and clad-wood windows and patio doors; and steel, wood, and fiberglass entry doors for the new construction, and home repair and remodeling sectors under the Ply Gem Windows, Simonton Windows, Great Lakes Window, and Ply Gem Canada brands. It sells its products to the new residential and light commercial construction through independent building material dealers, regional/national lumberyard chains, builder direct/OEMs, and retail home centers; and independent home improvement dealers, one-step distributors, and big box retail outlets. The company was incorporated in 2004 and is headquartered in Cary, North Carolina. Ply Gem Holdings, Inc. is a subsidiary of CI Partnerships.
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