RPM International (RPM)
NYSEMaterialsChemicals - SpecialtySnapshot 2026-10-29
$102.44+0.22%
Close 2026-10-30 · 1-day change
NYSEMaterialsChemicals - SpecialtySnapshot 2026-10-29
Research Workspace
Put RPM beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Specialty Chemicals is in recovery. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Increase sales in mid-single-digit range: Revenue: $2.22B.
View ThesisRevenue is growing steadily — about 5% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on capital allocation, the balance sheet.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskRPM’s growth case rests on its sales objective, though revenue growth has slowed. Q1 FY2027 revenue grew 4.8% year over year, below the prior quarter’s 7.2%. Adjusted EPS beat estimates, supporting the profitability objective. RPM trades at 18× P/E versus a 17× peer median; expectations look modest versus our view. The primary sales pillar is under pressure, with revenue at $2.22B against its mid-single-digit growth objective. Our model puts the next-quarter miss probability near 24%. Peer multiples imply a price about 6% below where it trades; this read is provisional.
Trailing returns as of 2026-10-30. RPM is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 16 analysts currently covering RPM (as of Oct 2026).
Based on 11 Wall Street analysts offering 12-month price targets for RPM in the last 4 months.
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Compare RPM with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| RPM Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 13 valuation methods, at three horizons. As of 2026-10-30. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Specialty Chemicals — fair value, gap to price, and forward P/E.
Compare the value case
Put RPM next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Lowered price target indicates potential growth concerns.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
Current $102.44
The last 12 months of price, then the range of analyst 12-month targets from today’s $102.44.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Above average on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Increase sales in mid-single-digit range
Earnings call confirms strong sales growth trajectory.
Advances: Increase adjusted EBIT in low- to high-single-digits
EPS beat indicates improved profitability.
Advances: Increase adjusted EBIT in low- to high-single-digits
Earnings beat supports adjusted EBIT growth objective.
Advances: Increase share repurchase authorization by $700 million
Record earnings and buyback align with capital allocation goals.
Advances: Increase sales in mid-single-digit range
UBS upgrade indicates confidence in pricing power and sales growth.