SHW stock sentiment todaySherwin-Williams Co
Sentiment verdict
Gossip first, financials second — NEUTRAL at 78% confidence.
Last updated · cached analysis, refreshes periodically
SHW
Sherwin-Williams CoA premium-quality market leader facing a 'wait-and-see' period as high valuations collide with a sluggish housing turnover environment.
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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 SHW. Not financial advice.
Price · last 12 months
Gossip
The narrative is dominated by the 'lock-in effect' of high mortgage rates slowing existing home sales, partially offset by optimism regarding professional contractor demand and recent inclusion in the Dow Jones Industrial Average which boosted institutional visibility.
- ·Replacement of Intel in the Dow Jones Industrial Average
- ·Impact of interest rate cuts on housing turnover
- ·Raw material deflation benefits
- ·Resilience of the Pro-Painter segment
Financial
Sherwin-Williams maintains industry-leading margins and a robust 'moat' through its captive retail store model, though its valuation currently sits at a significant premium to its historical average.
- ·Forward P/E ratio approximately 28-30x
- ·Consistent ROIC exceeding 20%
- ·Strong free cash flow generation used for buybacks and dividends
- ·Net debt-to-EBITDA remains within a healthy 2.0x range
Conviction
Whose money is actually in the stock — insider open-market trades and the patience of the institutional holder base.
Mixed conviction — no decisive signal from insiders or the holder base.
- ·Insiders sold a net $7.7M on the open market 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
- ·Extended slump in the U.S. housing market reducing DIY demand
- ·High valuation leaves little room for earnings misses
- ·Potential volatility in petroleum-based raw material costs
Peer temperature
How direct competitors stack up against SHW right now.
- COLDPPGPPG Industries, Inc.
COLDER — lower margins and higher exposure to struggling European markets and global industrial cyclicality.
See full analysis → - HOTRPMRPM International Inc.
HOTTER — trading at a more attractive PEG ratio with strong tailwinds from federal infrastructure spending.
See full analysis → - NEUTRALMASMasco Corporation
SIMILAR — shares the same housing-market sensitivity but lacks the unique competitive advantage of SHW's 5,000+ dedicated store network.
See full analysis →
- SHW-9.7%
- PPG-5.5%
- RPM-9.6%
- MAS-6.0%
Analyst price target
Consensus average of 15 analysts · median 400.00
Source: StockAnalysis.com · updated 2026-08-28
AI-generated analysis for informational purposes only. Not financial advice.