Equity Brief · Basic Materials2026-05-20
SHW·Basic Materials

Sherwin-Williams Co

I · Analyse IA

En bref

Sherwin-Williams makes and sells paint, coatings, and related products across three main businesses: retail paint stores under the Sherwin-Williams brand for contractors and homeowners, branded and private-label products sold through Home Depot and other big retailers, and specialized industrial coatings for manufacturing, automotive refinishing, and protective applications [Yahoo Finance]. The company operates globally with 64,249 employees and maintains a network of dedicated paint stores alongside partnerships with third-party retailers and distributors [Yahoo Finance].

Sherwin-Williams is a 158-year-old paint and coatings giant operating through three divisions: Paint Stores (serving contractors and DIY customers), Consumer Brands (supplying big-box retailers), and Performance Coatings (industrial, automotive, and marine applications) [Yahoo Finance]. The company generated $23.6B in revenue with a gross margin of 48.9%, but net debt stands at 3.3x EBITDA and shares have fallen 14% over the past year while the broader market gained 26.5% [Yahoo Finance]. Recent news highlights new AI data center coatings products and a prestigious John Deere supplier award, though the stock's underperformance signals investor concerns about its growth trajectory [Yahoo Finance] [Simply Wall St].

Sherwin-Williams shows solid profitability but carries elevated debt and faces slowing revenue growth [Yahoo Finance].

En bref AI analysisConfiance 7/10

Score Sentinellis

6.3/10

Moderate concerns

Capitalisation boursière

$73.8B

Chiffre d'affaires (12 mois)

$23.6B

II · Actualités récentes

Ce qui a fait bouger le cours

3 stories · ranked by relevance

  • macro2026-05-19

    Sherwin Williams Earns Recognition as a John Deere "Partner-Level Supplier" and Supplier of the Year

    Yahoo Finance

  • macro2026-05-14

    Sherwin-Williams Ties AI Data Center Coatings Push To SHW Valuation

    Simply Wall St

  • macro2026-05-14

    Are Wall Street Analysts Predicting Sherwin-Williams Company Stock Will Climb or Sink?

    Yahoo Finance

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Revenue growth has slowed to just 2.1% year-over-year, and the stock's 14% decline over the past year (while the market rose 26.5%) suggests investors see limited near-term catalysts and potential weakness in construction and industrial end markets [Yahoo Finance].

1 sur 5 risques dans ce rapport

Risques

5

Opportunités

5

Signaux d'alerte

2

Direction

10

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