Strong Share, A Recovering Market, And Margin Leverage Supporting Masonite's Outlook

For all of the too clever by half ticker symbols, Masonite's (NYSE:DOOR) is pretty straightforward - it makes doors, it makes a lot of doors, and it more or less makes only doors. A virtual duopolist in the North American interior doors market, Masonite is taking advantage of improving housing markets (both new construction and remodeling) and looking to boost margins on a richer product mix and improving utilization.

Masonite shares have outperformed the S&P 500 over the past year and are quite popular with the sell-side community. Nevertheless, I think there could still be upside here if the company can leverage mid-single-digit revenue growth into double-digit free cash flow growth.

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Strong Share, A Recovering Market, And Margin Leverage Supporting Masonite's Outlook