| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 33 | 29.7x | 17.8x | Bottom tier | |
Growth | 45 | 5.8% | 7.1% | Around median | |
Quality | 90 | 18.1% | 4.5% | Top tier | |
Safety | 59 | 3.1x | 2.6x | Around median | |
Capital Return | 22 | 0.98% | 2.12% | Bottom tier | |
Momentum | 45 | -3.3% | 2.9% | Around median | |
Sentiment | 63 | 14 | 3 | Around median |
Estimates — analyst targets and a simplified DCF, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
The Sherwin-Williams Company operates through three interconnected paint and coatings segments: Paint Stores Group, which serves contractors and professional customers through a network of company-controlled stores; Consumer Brands Group, which sells consumer brands and products through partnerships including Lowe's and Menards; and Performance Coatings Group, which provides industrial coatings for applications such as heavy equipment, automotive, beverage packaging, coils, and wood. Its model relies on expanding customer accounts, increasing its share of spending among existing customers, product pricing, and rapid delivery through stores and blending facilities located near industrial customers.
In Q2 of fiscal 2026, revenue was $6.8 billion, gross profit was $3.3 billion, net income was $843.6 million, and reported earnings per share were $3.43. These figures equate to a gross profit margin of approximately 48.5% and a net income margin of approximately 12.4%, while company data showed that consolidated net sales increased 7.5% to $6.79 billion and net income grew 11.8%. On a trailing twelve-month basis ending in fiscal 2026, the company recorded revenue of $24.4 billion, gross profit of $12.0 billion, and net income of $2.7 billion, compared with revenue of $23.6 billion and net income of $2.6 billion in fiscal 2025.
Growth was broad-based across segments in Q2 of fiscal 2026, but its sources varied: Paint Stores Group sales grew at a mid-single-digit rate and the segment margin reached 24.6%, while Consumer Brands Group benefited from a mid-teens contribution from Suvinil and its adjusted margin increased 210 basis points to 24.5%. Performance Coatings Group recorded growth across all divisions and regions, with its adjusted margin rising 50 basis points and a strong incremental margin of 26.4%. At the group level, adjusted EBITDA grew 10.5% to $1.5 billion and its margin expanded 60 basis points to 21.5%.
The average analyst price target is $391.5, approximately 3.6% above the 52-week range high of $377.77, with a relatively wide target range of $360 to $420 and a consensus rating of “Buy.” No reported price-to-earnings ratio is available in the data, so the valuation of SHW here is based on comparing analyst targets with the 52-week range of $289.86–$377.77, while balancing the raised fiscal 2026 outlook against weak demand and raw material inflation, which may limit margin expansion.
Figures in the text are as of 2026-08-26; the live price is shown at the top of the page.
Sherwin-Williams recorded approximately $6.8 billion in revenue, $3.3 billion in gross profit, and $843.6 million in net income in Q2 of fiscal 2026. Earnings reports showed consolidated net sales increased 7.5% to $6.79 billion and net income grew 11.8%. Performance was driven by growth across all three segments, with Suvinil contributing to Consumer Brands Group, Protective and Marine growing at a mid-teens rate, and account and market share gains in Paint Stores Group.
On July 28, 2026, the company raised its consolidated sales growth outlook to a mid- to high-single-digit rate. It also raised its adjusted earnings per share range to $11.80–$12.20 for fiscal 2026. This outlook assumes continued market share gains and discipline in managing price and costs, but it does not assume a broad recovery in demand across end markets.
Sherwin-Williams participates in these projects through its Protective and Marine business, which recorded mid-teens growth in Q2 of fiscal 2026. The company provides coating solutions covering flooring, structural steel, and architectural elements, and management says rapid delivery and a comprehensive solution are important to data center operators. The same driver extends to semiconductor plants, water treatment, pharmaceutical facilities, and the reshoring of manufacturing, and the business has achieved eight consecutive quarters of at least high-single-digit growth.
Automated analysis for informational purposes only — not investment advice.
The company announced an 8% increase in Paint Stores Group effective September 1, 2026, after implementing more targeted increases in Performance Coatings Group and the remaining businesses. It expects consolidated price mix to increase at a mid-single-digit rate during fiscal 2026, compared with high-single-digit inflation in the raw material basket during the second half. Management is targeting a full-year fiscal 2026 gross profit margin at the prior-year level at the midpoint of guidance, but contracts and seasonality may delay the realization of part of the increase until fiscal 2027.
Suvinil contributed at a mid-teens rate to Consumer Brands Group sales growth during Q2 of fiscal 2026, while the core business excluding it grew at a mid-single-digit rate. Management said it found additional synergy opportunities and areas of customer growth from bringing the two brands together, but expects integration work to continue through the early part of fiscal 2027. The acquisition reduced the reported gross profit margin during the quarter, and the company expects Suvinil's impact on earnings per share in fiscal 2026 to be positive but immaterial.
As of the July 28, 2026 call, management had not observed broad improvement across most end markets, and consumer demand for do-it-yourself painting remained weak. New residential construction remained under pressure, as single-family housing starts and completions were negative in five of the previous six months, while industrial wood was affected by weakness in cabinetry and furniture. Consumer Brands Group volume also declined at a low-single-digit rate in Q2 of fiscal 2026, and European sales declined at a double-digit rate due to customer destocking.
