Added to YB: 2026-09-08
Pitch date: 2026-09-04
SHW [bullish]
The Sherwin-Williams Company
Author Info
No bio for this author
Company Info
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.
Market Cap
$80.5B
Pitch Price
N/A
Price Target
N/A
Dividend
0.96%
EV/EBITDA
17.27
P/E
30.78
EV/Sales
3.90
Sector
Chemicals
Category
turnaround
Sherwin-Williams raised guide in a year when its biggest end market is still broken.
SHW: Sherwin-Williams at $330 trades at 27x raised FY26 adjusted EPS guidance of $11.80-$12.20 despite existing-home sales running about 25% below normal. Paint Stores still delivered 4.2% Q2 same-store growth with positive price and volume. A turnover recovery could lift EPS to roughly $14 in two to three years, implying 24x earnings; raw materials are moving the wrong way, and no cheaper-resin benefit is assumed.
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