Sherwin-Williams (SHW)
NYSEMaterialsChemicals - SpecialtySnapshot 2026-10-29
$330.10+2.90%
Close 2026-10-29 · 1-day change
NYSEMaterialsChemicals - SpecialtySnapshot 2026-10-29
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 under pressure — adjusted EPS in range $11.50 to $11.90 for 2026: Comparison needs review.
View ThesisRevenue is growing steadily — about 7% 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 34% growth a year, above the roughly 4% analysts expect, leaving little room for error.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskSherwin-Williams’ case rests on steady sales growth, supported by brand preference and expanded production capacity. Revenue growth has edged higher, though Q3 revenue grew 7.9% and adjusted EPS missed. It trades at 28× earnings versus a 17× peer median, pricing in more growth than our forecast. That premium must be earned despite fragile cash backing and unsteady management. Our model puts the next-quarter miss probability near 21%. Peer multiples imply a price about 34% below where it trades; the thesis is on watch, and this read is provisional.
Trailing returns as of 2026-10-29. SHW is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 29 analysts currently covering SHW (as of Oct 2026).
Based on 12 Wall Street analysts offering 12-month price targets for SHW in the last 4 months.
Continue this research
Compare SHW with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
Compare now without an account. Saving and monitoring require an account.
| 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 2026-10-29. 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.
Threatens: Maintain sales growth across the businesses
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 2026-10-29. EPS is implied from price ÷ P/E. Not investment advice.
Current $330.10
The last 12 months of price, then the range of analyst 12-month targets from today’s $330.10.
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.
Narrower EPS outlook and prolonged soft demand pressure sales growth, partly offset by planned savings.
Threatens: Maintain adjusted EPS guidance of $11.50 to $11.90 for 2026
Earnings miss and cost-driven margin pressure challenge the maintained 2026 adjusted EPS guidance.
Lowered price target may indicate weaker future performance.
Advances: Increase consolidated net sales by mid to high-single digit percentage in 2026
Survey indicates strong brand preference, supporting sales growth objective.
Advances: Increase consolidated net sales by mid to high-single digit percentage in 2026
Facility expansion supports sales growth objectives.
Regulatory penalty could impact reputation and sales growth.
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.
