MP Materials fuels EV and defense supply chains; Sherwin-Williams boasts global scale and strong cash flow. Which business model stands out in today's market?

The Sherwin-Williams Company (SHW) stock price & volume — 10-year historical chart
Investment Thesis • Updated 2026Q1
while the company maintains a robust 49.1% gross margin, the high EV/EBITDA multiple of 22.58 and a strained balance sheet with a current ratio of 0.86 suggest that the current valuation may not fully account for cyclical downside risks.
The Sherwin-Williams Company (SHW) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
The Sherwin-Williams Company (SHW) EPS & revenue vs analyst estimates — last 4 quarters
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | Apr 28, 2026 | $2.35vs $2.27+3.5% | $5.7Bvs $5.6B+1.9% |
| Q1 2026 | Jan 29, 2026 | $2.23vs $2.16+3.2% | $5.6Bvs $5.6B+0.5% |
| Q4 2025 | Oct 28, 2025 | $3.59vs $3.45+4.1% | $6.4Bvs $6.2B+2.5% |
| Q3 2025 | Jul 22, 2025 | $3.38vs $3.76-10.1% | $6.3Bvs $6.3B+0.3% |
Recent stock market news and headlines for The Sherwin-Williams Company (SHW)
MP Materials fuels EV and defense supply chains; Sherwin-Williams boasts global scale and strong cash flow. Which business model stands out in today's market?

On June 24, 2026, we present a DCF analysis for Sherwin-Williams Co (SHW), a company that has experienced a mixed price performance recently, with a year-to-dat

Sherwin-Williams leverages its vast store network and pricing power to drive resilient growth despite soft end-market demand. SHW's Q1 2026 net sales rose 6.8% year-over-year, aided by the Suvinil acquisition and incremental price increases. Trading at a forward P/E of 27, SHW offers a marginal discount to its fair value estimate of $322 per share.

Key metrics vs top competitors for The Sherwin-Williams Company (SHW)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $346.05 | $85.35B | 33.70 | 2.06% | 10.9% | 59.39% | 0.92% | |
| $122.61 | $27.44B | 17.72 | 0.19% | 9.83% | 31.06% | — | |
| $110.68 | $14.18B | 20.69 | 0.51% | 8.63% | 21.79% | — | |
| $34.20 | $7.3B | 19.66 | -3.01% | 7.22% | 15.54% | — | |
| $10.55 | $1.84B | -6.64 | -5.85% | -5.69% | -8.14% | — | |
| $67.09 | $7.67B | 16.36 | -6.71% | 4.62% | 6.69% | — |
The Sherwin-Williams Company (SHW) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
The Sherwin-Williams Company (SHW) SEC filings — annual & quarterly reports (10-K, 10-Q)
Apr 28, 2026·SEC
Apr 24, 2026·SEC
Feb 9, 2026·SEC
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The Sherwin-Williams Company (SHW) stock FAQ — growth, dividends, profitability & financials explained
The Sherwin-Williams Company (SHW) reported $23.94B in revenue for fiscal year 2025. This represents a 479% increase from $4.13B in 1996.
The Sherwin-Williams Company (SHW) grew revenue by 2.1% over the past year. Growth has been modest.
Yes, The Sherwin-Williams Company (SHW) is profitable, generating $2.60B in net income for fiscal year 2025 (10.9% net margin).
Yes, The Sherwin-Williams Company (SHW) pays a dividend with a yield of 0.92%. This makes it attractive for income-focused investors.
The Sherwin-Williams Company (SHW) has a return on equity (ROE) of 59.4%. This is excellent, indicating efficient use of shareholder capital.
The Sherwin-Williams Company (SHW) generated $2.91B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.