Masonite Worldwide: The Market Is Not Pricing This As A Cyclical Firm (DOOR)

Constantinis/E+ through Getty Pictures

Funding Thesis

Masonite Worldwide Company (NYSE:DOOR) is a cyclical firm. Whereas it delivered a 30 % ROE for FYE Jan 2023, its long-term efficiency and worth ought to be considered by a cyclical lens.

There’s a

past 70 years of US Housing Starts

Chart 1: US Housing Begins (Buying and selling

Revenue Index vs Housing Starts Index

Chart 2: Income Index vs Housing Begins Index (Creator)

trends in revenue, profits and gross profitability

Chart 3: Efficiency Index (Creator)

Margins vs Revenue

Chart 4: Margins vs Income (Creator)

correlation analysis

Desk 1: Correlation (Creator)

Sources and Uses of Funds - 2006 to 2022

Desk 2: Sources and Makes use of of Funds – 2006 to 2022 (Creator)

Value of DOOR

Desk 3: Worth of DOOR (Creator)

Computation of DOOR value

Desk 4: Computation of DOOR worth (Creator)

Deriving the WACC

Desk 5: WACC (Varied sources)

Comparing the WACC parameters

Desk 6: Evaluating the WACC parameters (Creator)

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