Sherwin-Williams Co.

Sherwin-Williams Co.

SHW

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Market Cap$82.74B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Sherwin-Williams Co.Sherwin-Williams Co.31.10.93%70%3.43.3

Earnings Call Q2 2026

July 28, 2026 - AI Summary

Q2 performance: strong outperformance despite soft demand - Consolidated sales: high single-digit % growth (with low single-digit contribution from the Suvinil acquisition); sales exceeded guidance in all 3 reportable segments. - Gross margin: slightly down reported, but up excluding Suvinil’s dilutive impact; pricing actions helped offset raw material inflation. - Cash & profitability: Adjusted EBITDA up 10.5% to ~$1.5B, EBITDA margin +60 bps to 21.5%; net operating cash +21% (~$235M) and free cash flow conversion 86%.
Cost structure and earnings/capital return - SG&A: increased mid single-digit % but -90 bps as a % of sales; higher costs driven largely by non-annualized Suvinil acquisition costs and higher employee service costs tied to better Y/Y quarter profitability. - Restructuring: expects ~$17M annual savings, with ~half realized over the remainder of 2026. - Capital returns: accelerated share repurchases due to market volatility; dividends + buybacks total ~$1.5B in the quarter.
Outlook raised (no broad-based demand recovery assumed) - Company explicitly assumes no meaningful, broad demand rebound for the rest of 2026; growth must come from share gains, execution, and productivity/pricing levers. - Full-year consolidated sales guidance raised: now mid-to-high single-digit % growth. - Full-year adjusted EPS guidance raised: $11.80 to $12.20 (midpoint implies ~+0.10+ / dime type improvement vs earlier trajectory per CFO’s discussion). - Q3 and FY 2026 guidance rely on “momentum into 2H,” continued share gains, and disciplined price-cost management.

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$378.64

Target Price by Analysts

11.1% upsideSherwin-Williams Target Price DetailsTarget Price
$230.79

Current Fair Value

32.3% downside

Overvalued by 32.3% based on the discounted cash flow analysis.

Share Statistics

Market cap$82.74 Billion
Enterprise Value$95.27 Billion
Dividend Yield$3.18 (0.93%)
Earnings per Share$10.38
Beta1.1
Outstanding Shares244,800,000

Return

Return on Equity69.74%ROE
Return on Assets9.97%
Return on Invested Capital23.13%

Valuation & Multiples

P/E Ratio31.13P/E Ratio
PEG264.25PEG
Price to Sales3.44Price to Sales
Price to Book Ratio22.72Price to Book Ratio
Enterprise Value to Revenue3.9
Enterprise Value to EBIT23.77
Enterprise Value to Net Income35
Total Debt to Enterprise0.13
Debt to Equity3.33Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
July 28, 2026
EPS Estimate
$3.52
Average shareholder expectation
Revenue Estimate
$6.60 B
Average shareholder expectation

Next Earnings Call

Expected Date
October 27, 2026
EPS Estimate
$3.66
Average shareholder expectation
Revenue Estimate
$6.78 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.0000▼ 86.44%
Total Calls-▼ 100.00%
Total Puts18,700▼ 97.49%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %5.87%▼ 73.63%
Total Invested$4.96B▼ 92.08%
Investors Holding734▼ 1010.00%

ESG Score

No data

About Sherwin-Williams Co.

61,111 employees
CEO: John Morikis

Founded in 1866, The Sherwin-Williams Company is a global leader in the manufacture, development, distribution, and sale of paints, coatings and related products to professional, industrial, commercial, and retail customers. Sherwin-Wil...

Relevant Senate Committees

Joint Committee on Taxation

Provides critical analysis and 'revenue estimates' for tax legislation, directly influencing the final shape of tax policy that impacts Sherwin-Williams' corporate tax structures and profitability.

Finance

Controls federal taxation (corporate tax rates, investment credits) and international trade policy (tariffs), both of which directly and significantly impact Sherwin-Williams' profitability, costs of raw materials, and global operations.

Appropriations

Directly controls the allocation of federal funds for infrastructure, government building projects, and defense, all of which are substantial markets for Sherwin-Williams' paints and coatings.

Banking, Housing, and Urban Affairs

Directly regulates housing and urban development, which are core markets for Sherwin-Williams' residential and commercial paint and coatings sales. Financial regulations also impact borrowing costs.

Environment and Public Works

Directly regulates the EPA, which has significant oversight over chemical manufacturing (paints, coatings), environmental standards (VOCs), and waste disposal. Infrastructure projects are a key market for SHW's products.