NYSEMaterialsSpecialty ChemicalsSnapshot 2026-07-31
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Create your account →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 — adjusted EPS in range $11.50 to $11.90 for 2026: EPS guidance mid $10.9 vs target $11.5-$11.9.
View ThesisRevenue is growing steadily — about 6% over the past year.
View GrowthRanks among the strongest in its industry on quality — around the top 21%.
View QualityManagement screens strong on capital allocation, earnings delivery, margins.
View ManagementExpectations look high — the market is pricing in about 36% growth a year, above the roughly 5% analysts expect, leaving little room for error.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskSherwin-Williams must maintain strong earnings growth to justify its current price. The company beat revenue estimates and raised its full-year outlook after a strong Q2. It trades at 29× P/E, above the 18× peer median, indicating it looks expensive. The risk is a 20% chance of missing outlook on the next call. Peer multiples imply a price about 37% below where it trades. This read is provisional.
Trailing returns as of 2026-07-31. SHW is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 24 analysts currently covering SHW (as of Jul 2026).
Based on 8 Wall Street analysts offering 12-month price targets for SHW in the last 4 months.
A consensus fair price across 12 valuation methods, at three horizons. As of 2026-08-01. 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.
Advances: Increase adjusted diluted net income per share guidance to $11.80-$12.20 in 2026
Earnings beat supports adjusted EPS guidance increase.
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 2026-07-31. EPS is implied from price ÷ P/E. Not investment advice.
Current $340.85
The last 12 months of price, then the range of analyst 12-month targets from today’s $340.85.
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.
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.
Advances: Maintain adjusted EPS guidance of $11.50 to $11.90 for 2026
Raising outlook after strong Q2 supports EPS guidance.
Legal disputes could impact financial performance and sales growth.
