SHW

The Sherwin-Williams Company

Basic MaterialsSpecialty ChemicalsNASDAQ

$321.04

+$9.18 (2.86%)today

Conviction

0/ 10

Fair Value$386.76

Upside+20.47%

Signal0

Market Cap$78.3B

52W Range$301.58–$379.65

Next EarningsApr 28

Price History

FAIR VALUE ANALYSISMonte Carlo · 5,000 runs · 99% valid

Fair Value$96.56

Current Price$303.53

Upside / Down-68.2%

P(Undervalued)0.0%

P(20%+ Up)0.0%

P(15%+ Down)100.0%

Fair Value Distribution — percentile bands

0.0% of simulations place fair value above current price

WHAT IS PRICED IN

Revenue-Based Reverse DCF

24.9%/yr

±7.0% · revenue growth to justify current price

FCF-Based Reverse DCF

26.4%/yr

±3.2% · FCF growth to justify current price

THE GAP

Market pricing margin compression or rising capex

KEY VALUE DRIVERS

Spearman correlation — what moves this valuation most

Quick Take

The Sherwin-Williams Company engages in the development, manufacture, distribution, and sale of paint, coatings, and related products to professional, industrial, commercial and retail customers.

Trailing P/E30.8x

Forward P/E23.4x

P/S3.3x

EPS (TTM)$10.25

Analyst Target$386.76

Analyst Upside20.5%

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Bull Case

No analysis yet

Bear Case

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Research Feed

sec_10kMar 1

Conviction: unchanged

SHW FY2025 10-K: Record Sales, Margin Pressure, Rising Cost Headwinds

SHW delivered record FY2025 revenue of .574B (+2.1% YoY) with gross margin expansion to 48.8%, but GAAP EPS declined 2.7% to .26 and adjusted EPS grew only 0.9% to .43. Paint Stores Group (+3.2% reven...