The Sherwin-Williams Company engages in the development, manufacture, distribution, and sale of paint, coatings, and related products to professional, industrial, commercial and retail customers. The company operates through three segments: Paint Stores Group, Consumer Brands Group, and Performance Coatings Group.
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation. The dashed forward point is the forward P/E — today's price ÷ analyst consensus EPS. Shaded region = analyst consensus for the current and next fiscal year (24 analysts).
| Parameter | BaseValue |
|---|---|
Initial Cash Flow | |
| Growth Rate (Yr 1-5) | % |
| Growth Rate (Yr 6-10) | % |
| Terminal Growth Rate | % |
| Discount Rate | % |
Base Case $243.53 Implied EV: $74.45B |
What growth rate is the market pricing in at $321?
The market implies +15.9% Owner Earnings growth, above historical trends.
Standard FCF implies a demanding +18.3%, reflecting heavy growth investment.
Wide moat with strength across all dimensions. Revenue Predictability is the standout factor.
"Market is pricing this stock without strong emotion in either direction"
Price appears to exceed estimated intrinsic value — limited margin of safety at current levels