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Sherwin-Williams Co

Sherwin-Williams Co

SHW
$323.31USD↑+1.85%+5.87 today

MARKET CAP

78.5B

P/E (TTM)

31.0x

FWD P/E

—

DAY RANGE

$318 – $325

52W RANGE

$290
$378

AI Summary

Stalk
TrimMedium

SHW remains entrenched in a Stage 4 downtrend, confirmed by lower highs and lower lows beneath all EMAs. Medium- and long-term biases are bearish. Short-term price action is extended below declining EMAs, so we defer selling until rallies into the broken support cluster near the 328–335 zone, using that area as resistance to trim.

  • ↑7% price increase mitigates raw material inflation
  • ↑Residential repaint volumes up mid-single digits YoY
  • ↓Q2 EPS down 20% YoY to $1.20 due to higher costs
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The case for & against

Bull & Bear analysis

Bullish

Sherwin-Williams Company (NYSE: SHW) is a dominant player in the global paints and coatings industry, known for its extensive range of products serving residential, commercial, and industrial markets. With a well-established brand and a robust market presence, the company operates through three primary segments: Paint Stores Group, Consumer Brands, and Performance Coatings Group. Sherwin-Williams is strategically positioned to capture growth opportunities amid ongoing market volatility, making it a key player in the home improvement and construction sectors.

Bull says

  • ↑7% price increase mitigates raw material inflation
  • ↑Residential repaint volumes up mid-single digits YoY
  • ↑Souvenir acquisition synergy to drive Consumer Brands sales
  • ↑Plans to open 80–100 stores annually to capture share
  • ↑Q2 revenue rose 3% to ~$5.5B; gross margin expanded to 44%
  • ↑Strong profitability and positive analyst revisions support growth

Bear says

  • ↓Q2 EPS down 20% YoY to $1.20 due to higher costs
  • ↓Propylene prices set to rise ~50%, threatening margins
  • ↓Softer residential and DIY demand limits volume gains
  • ↓Recent insider sale signals valuation and confidence concerns
  • ↓Souvenir integration risk may erode expected synergy gains
  • ↓High inflation and mortgage rates dampen consumer spending

Investment themes with SHW

Quality↓ -0.56%

Companies with strong fundamentals and stability

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Earnings Call · Q2 2026 · Mgmt. Guidance

Updated 04-28-2026neutral

Transcript signals

Bull points

  • And that we're at the very front edge of that. So there's a nice tailwind there. It's going to continue to drive a lot more customer conversions. Certainly first half this year, well into the back half and into 27.
  • And I can tell you with confidence that no one is better positioned to ride that. So we do expect to see some significant wins here.
  • In terms of where we go from household formations, it has slowed a little bit, but it's still a pretty healthy rate in terms of household formations, and we expect that to continue.

Bear points

  • the U.S. architectural paint demand in the U.S. has been structurally impaired.
  • the down low single digits given how the housing market is shaping up this year.
  • Even though there's not an announced general increase for paint stores group, as we try to manage through cost out and other simplification efforts, there might be some spotty other areas where we are able to get price without doing a full launch.
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