RPM stock sentiment todayRPM International Inc
Sentiment verdict
Gossip first, financials second — HOT at 85% confidence.
Last updated · cached analysis, refreshes periodically
RPM
RPM International IncRPM is a best-in-class industrial compounder benefiting from internal efficiency programs and a dominant position in the specialty coatings niche.
Pick a name and you can add your own 1-, 3- and 6-month price calls — no account needed. The needle above shows where the crowd sits. Calls lock 48 hours after you make them, so every scorecard stays honest.
You'll show up on boards and The Floor under this name. Add an email later to keep your history.
No account needed. You can add an email later to keep your calls.
Already have an account? Sign in
See exactly how analyst targets, gossip sentiment and momentum are weighted into this 6-month forecast.
Sign in to go Pro →Full model breakdown (analyst / gossip / momentum weights) is a Pro feature. Modelled for RPM. Not financial advice.
Price · last 12 months
Gossip
Market sentiment is high following the 'MAP 2025' initiative, which has successfully transitioned the company from a fragmented collection of brands to a streamlined, margin-focused powerhouse. Analysts are cheering the consistent earnings beats and the company's defensive posture in a volatile macro environment.
- ·MAP 2025 operational efficiency gains
- ·Resilience in infrastructure spending (Construction Products Group)
- ·Strong pricing power offsetting raw material volatility
Financial
RPM demonstrates exceptional cash flow generation and a legendary dividend track record (50+ years of increases). While debt levels were historically elevated due to acquisitions, aggressive deleveraging and record EBIT margins are strengthening the balance sheet.
- ·P/E Ratio: ~19x (Attractive vs. historical 5-year average)
- ·Operating Margin: Expanding toward 16% goal
- ·Dividend Yield: ~1.8% with high payout safety
- ·Record Q1/Q2 sales performance in specialty segments
Conviction
Whose money is actually in the stock — insider open-market trades and the patience of the institutional holder base.
Strong conviction — insiders and patient capital are backing this.
- ·No open-market insider trades in the last 120 days.
Pro shows every named insider trade in the window (buyer, title, size, price, and whether it was a pre-scheduled 10b5-1 sale) plus the full holder register split into patient capital and fast money.
Unlock with Pro →Source: SEC EDGAR Form 4 + 13F holder register. Option exercises, grants, gifts and tax withholding are excluded — only open-market purchases and sales count. Not financial advice.
Risks
- ·Exposure to high interest rates slowing the DIY/Consumer renovation market
- ·Potential slowdown in commercial construction starts
- ·Foreign exchange headwinds given significant international operations
Peer temperature
How direct competitors stack up against RPM right now.
- NEUTRALSHWSherwin-Williams
COLDER — Trading at a significant valuation premium (30x+ P/E) with higher sensitivity to the cooling residential housing market.
See full analysis → - NEUTRALPPGPPG Industries
COLDER — Struggling with slower volume growth in industrial segments and less aggressive margin expansion than RPM's MAP 2025 program.
See full analysis → - HOTAXTAAxalta Coating Systems
WARMER — Trading at a lower EV/EBITDA multiple with a specific catalyst in the recovery of the automotive refinish and OEM sectors.
See full analysis →
- RPM-9.6%
- SHW-9.7%
- PPG-5.5%
- AXTA-6.0%
AI-generated analysis for informational purposes only. Not financial advice.