Sherwin-Williams (SHW)
NYSEMaterialsChemicals - SpecialtySnapshot 2026-09-14
$324.50+0.37%
Close 2026-09-14 · 1-day change
NYSEMaterialsChemicals - SpecialtySnapshot 2026-09-14
Research Workspace
Put SHW 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 broken — adjusted EPS in range $11.50 to $11.90 for 2026: FY26 EPS guidance $10.92-$11.32 vs target $11.50.
View ThesisRevenue is growing steadily — about 6% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on capital allocation, earnings delivery.
View ManagementExpectations look high — the market is pricing in about 29% growth a year, above the roughly 6% analysts expect, leaving little room for error.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskSherwin-Williams must maintain its growth trajectory to justify its current valuation. Revenue grew 7.5% year over year, and the latest quarter beat expectations. It trades at 27.2× P/E versus a peer median of 16.7×, indicating the market prices in more growth than forecasted. The primary risk is the potential for a guidance cut, with a 19% probability of a miss next quarter. Peer multiples imply a price about 29% below where it trades (it looks expensive on this basis). This read is provisional.
Trailing returns as of 2026-09-14. SHW is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 26 analysts currently covering SHW (as of Sep 2026).
Based on 9 Wall Street analysts offering 12-month price targets for SHW in the last 4 months.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| SHW 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 12 valuation methods, at three horizons. As of 2026-09-14. 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 SHW next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Regulatory penalty could impact reputation and sales growth.
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 2026-09-14. EPS is implied from price ÷ P/E. Not investment advice.
Current $324.50
The last 12 months of price, then the range of analyst 12-month targets from today’s $324.50.
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.
Bottom 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Threatens: Execute targeted restructuring actions to generate cost savings
Concerns about margins could hinder cost-saving objectives.
Advances: Increase adjusted diluted net income per share guidance to $11.80-$12.20 in 2026
Earnings beat supports adjusted EPS guidance increase.
Earnings call confirms guidance and growth objectives.
Advances: Implement targeted price increases across all businesses
Pricing increases positively impact sales outlook.
Advances: Maintain adjusted EPS guidance of $11.50 to $11.90 for 2026
Earnings beat supports adjusted EPS guidance for 2026.
Advances: Maintain adjusted EPS guidance of $11.50 to $11.90 for 2026
Lifting outlook supports EPS guidance for 2026.
Advances: Increase net sales by low to mid-single digit percentage in 2026
Beating revenue estimates aligns with sales growth objective.