Sherwin-Williams

Execution Will Drive Recovery Amid Demand Challenges And Macro Uncertainty

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

06 Aug 24

Updated

11 Dec 25

Views

224

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-7.0%

7D

-2.3%

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1Y

-7.0%

7D

-2.3%

You can edit this narrative until Dec 12 8:05 AM. Then, changes will post as Updates.

Author's Valuation

US$385.8116.8% undervalued

AnalystConsensusTarget Fair Value

Shared on 11 Dec 25

Fair value Decreased 0.18%

SHW: Pricing Power And Margin Discipline Will Drive Upside Through Macro Volatility

The analyst price target for Sherwin-Williams has been modestly increased to about $386 from roughly $386, as analysts balance cautious views on a challenging macro environment and uneven end markets with support from select target raises and an unchanged long-term earnings multiple outlook. Analyst Commentary Recent research updates on Sherwin-Williams reflect a mixed but generally constructive stance, with modest target changes capturing both improving company specific execution and ongoing macro uncertainty across key end markets.

Shared on 27 Nov 25

SHW: Share Gains And Market Recovery Will Fuel Upside In Coming Quarters

Sherwin-Williams' average analyst price target has seen only modest movement recently, as analysts adjust forecasts in response to mixed macroeconomic signals and ongoing uncertainty in industrial demand. Analyst Commentary Recent research updates present a mixed picture of Sherwin-Williams' outlook, with analysts divided on the company’s ability to navigate current economic headwinds and maintain growth momentum.

Shared on 12 Nov 25

Fair value Increased 2.14%

SHW: Market Rebound Will Drive an Upswing Following Recent Executive Changes

The analyst price target for Sherwin-Williams has increased modestly to approximately $386.52 from $378.43. Analysts cite a mixed outlook with incremental improvements in revenue growth expectations despite ongoing macroeconomic challenges.

Shared on 29 Oct 25

Fair value Decreased 0.29%

The analyst consensus price target for Sherwin-Williams has decreased slightly by $1.10 to $378.43. Analysts cite ongoing macroeconomic uncertainty, weaker margins, and inconsistent demand across key end markets.

Shared on 04 Sep 25

Sherwin-Williams faces persistent volume and demand weakness leading to downward guidance revisions and "messy" recent earnings, but ongoing investment and market share gains position the company for future recovery, with the analyst price target effectively unchanged at $379.52. Analyst Commentary Volume growth remains elusive and housing-related demand is weak, leading to downward guidance revisions.

Shared on 07 May 25

Fair value Increased 2.41%

Shared on 30 Apr 25

Fair value Decreased 0.37%

AnalystConsensusTarget has increased revenue growth from 4.2% to 4.7%.

Shared on 23 Apr 25

Fair value Increased 0.12%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 16 Apr 25

Fair value Decreased 1.69%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 1.21%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Decreased 0.39%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 0.073%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Increased 2.11%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget Fair Value

US$385.81

16.8% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

4.43%

Chemicals revenue growth rate

0.60%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

7.84%

Calculation

US$3.35b

Earnings '28

x

34.13x

PE Ratio '28

=

US$114.21b

Market Cap '28

US$114.21b

Market Cap '28

/

236.34m

No. shares '28

=

US$483.26

Share Price '28

US$483.26 Share Price '28

Discounted to 2025 @ 7.85% p.a.

=

US$385.25

Fair Value '25