The Sherwin-Williams Company

Informe acción NYSE:SHW

Capitalización de mercado: US$77.7b

Sherwin-Williams Resultados de beneficios anteriores

Pasado controles de criterios 2/6

Sherwin-Williams ha aumentado sus beneficios a una tasa media anual de 7.3%, mientras que los beneficios de la industria de Chemicals han experimentado un descenso de 3.8% anual. Los ingresos han ido creciendo a una tasa media de 4.1% al año. La rentabilidad financiera de Sherwin-Williams es de 58.7%, y sus márgenes netos son de 10.9%.

Información clave

7.34%

Tasa de crecimiento de los beneficios

8.90%

Tasa de crecimiento del BPA

Crecimiento de la industria Chemicals 12.93%
Tasa de crecimiento de los ingresos4.09%
Rentabilidad financiera58.66%
Margen neto10.86%
Última actualización de beneficios31 Mar 2026

Actualizaciones de resultados anteriores recientes

Recent updates

Actualización del análisis May 09

SHW: Future Execution Risks And Legal Overhang Will Meet Steadier Buybacks And Dividend

The analyst price target for Sherwin-Williams has shifted slightly lower to $312.90 from $316.43, as analysts factor in more cautious assumptions on revenue growth, profit margins and future P/E, while also reflecting a series of recent target cuts and rating changes across the Street. Analyst Commentary Recent Street research on Sherwin-Williams has tilted more cautious, with several bearish analysts trimming price targets and reassessing their expectations for the stock.
Seeking Alpha May 01

Sherwin-Williams: Premium Valuation Meets Softening Demand Reality

Summary The Sherwin-Williams Company is rated Sell due to a premium valuation unsupported by near-term fundamentals and softening end-market demand. Q1 '26 results showed headline growth, but organic constant-currency growth was weak, with volumes declining and acquisitions/FX driving most gains. Management reaffirmed full-year EPS guidance but shifted composition to pricing-led growth as volumes are now expected to decline low single digits. SHW trades at a 59% premium to its five-year average P/E, with limited earnings growth and macro headwinds challenging the premium multiple. Read the full article on Seeking Alpha
Actualización del análisis Apr 25

SHW: Future Execution Risks And Legal Overhang Counterbalanced By Dividend And Buybacks

Analysts have nudged the Sherwin-Williams fair value estimate slightly lower, trimming it by about $1 to reflect reduced revenue growth assumptions, a modestly higher discount rate, and updated P/E expectations after a series of recent price target cuts and downgrades across the Street. Analyst Commentary Recent Street research on Sherwin-Williams has leaned more cautious, with a cluster of price target cuts and at least one downgrade in a short span.
Actualización del análisis Apr 08

SHW: Fair Valuation Balances Execution Risks With Dividend And Buyback Support

Analysts have trimmed Sherwin-Williams' fair value estimate by about $3 to $317.76, reflecting recent cuts to Street price targets along with updated assumptions for discount rate, revenue growth, profit margins, and future P/E multiples. Analyst Commentary Recent Street research on Sherwin-Williams shows a shift in tone, with several bearish analysts cutting price targets and questioning how much upside is left at current valuations.
Actualización del análisis Mar 24

SHW: Premium Multiple Will Face Mixed Macro And Execution Risks In 2026

Analysts have trimmed their aggregate Sherwin-Williams price targets by a few dollars, reflecting updated models that factor in a fair value estimate near $321, a slightly lower discount rate, and modest adjustments to revenue growth, profit margin, and future P/E assumptions following recent earnings and sector wide revisions. Analyst Commentary Recent Street research on Sherwin-Williams has featured a mix of price target increases, trims, and rating changes, with several bearish analysts highlighting valuation and execution questions alongside more constructive voices that still carry Buy or Outperform ratings.
Actualización del análisis Mar 10

SHW: Mixed Rating Resets And Active Capital Returns Will Shape Future Pricing Power

The updated analyst price target for Sherwin-Williams reflects a modest fair value adjustment of about $1. Analysts are factoring in slightly lower discount rate and revenue growth assumptions, a small trim to expected profit margins, and a marginally higher future P/E multiple following recent earnings and mixed, but active, target revisions across the Street.
Actualización del análisis Feb 24

SHW: Mixed Rating Resets And Measured Outlook Will Shape Future Pricing Power

Analysts have nudged their Sherwin-Williams price expectations higher, with recent target changes clustered in roughly a $5 to $20 range as they refresh models following earnings, while adjusting for valuation views and mixed sector readthroughs. Analyst Commentary Recent research updates on Sherwin-Williams reflect a mix of optimism and caution, with several firms fine-tuning price targets by increments of roughly $5 to $20 and a few shifting ratings as they reset expectations after earnings.
Actualización del análisis Feb 09

SHW: Mixed Rating Shifts And Modest Outlook Tweaks Will Test Pricing Power

The Analyst Price Target for Sherwin-Williams has been lifted by about $1 to $387.43, as analysts factor in a slightly lower discount rate and modest tweaks to revenue growth, profit margin, and future P/E assumptions following a mix of recent target raises and trims across the Street. Analyst Commentary Recent Street research on Sherwin-Williams reflects a mix of higher and lower price targets, along with at least one upgrade and one downgrade, creating a balanced but divided view on the shares.
Actualización del análisis Jan 26

SHW: Mixed Rating Shifts And CFO Transition Will Test Pricing Power

The analyst price target for Sherwin-Williams edges slightly lower by about US$0.33 as analysts weigh recent mixed research, including small downward target revisions and a valuation-driven downgrade, alongside some supportive target hikes and an upgrade to Buy. Analyst Commentary Bullish Takeaways Bullish analysts are lifting price targets to levels such as about US$400 and US$371, signaling confidence that Sherwin-Williams can justify higher valuations if it executes well.
Actualización del análisis Jan 12

SHW: Pricing Power And Margins Will Be Tested In Mixed Chemicals Backdrop

Narrative Update We are making a small upward adjustment to our Sherwin-Williams price target of about $0.80, reflecting analysts' mixed but generally constructive updates to revenue growth, margins, and long term P/E assumptions following recent Street research. Analyst Commentary Recent Street research on Sherwin-Williams shows a mix of optimism and caution, with price targets clustered in a relatively tight range and ratings spread between Neutral and Buy.
Actualización del análisis Dec 25

SHW: Premium Multiple Will Face Macro Headwinds Amid Cautious Earnings Outlook

Sherwin-Williams' analyst-derived fair value estimate has been raised by about $39 to approximately $317 per share, as analysts factor in modestly stronger long term revenue growth expectations and a higher forward P/E multiple. This comes even as they acknowledge a tougher macro environment and a slightly lower margin outlook highlighted in recent Street research.
Actualización del análisis Dec 11

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.
Actualización del análisis Nov 27

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.
Actualización del análisis Nov 12

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.
Actualización del análisis Oct 29

Execution Will Drive Recovery Amid Demand Challenges And Macro Uncertainty

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.
Artículo de análisis Sep 23

The Sherwin-Williams Company's (NYSE:SHW) Price Is Out Of Tune With Earnings

With a price-to-earnings (or "P/E") ratio of 33.8x The Sherwin-Williams Company ( NYSE:SHW ) may be sending very...
Artículo de análisis Sep 08

Is Now An Opportune Moment To Examine The Sherwin-Williams Company (NYSE:SHW)?

Let's talk about the popular The Sherwin-Williams Company ( NYSE:SHW ). The company's shares saw a decent share price...
Actualización del análisis Sep 04

Expanding Store Footprint And Global Markets Will Unlock Opportunities

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.
Artículo de análisis Jul 25

The Sherwin-Williams Company Just Missed EPS By 19%: Here's What Analysts Think Will Happen Next

Last week saw the newest quarterly earnings release from The Sherwin-Williams Company ( NYSE:SHW ), an important...
Artículo de análisis Jun 27

A Look At The Intrinsic Value Of The Sherwin-Williams Company (NYSE:SHW)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Sherwin-Williams fair value estimate is US$285...
Artículo de análisis Jun 15

Here's Why We Think Sherwin-Williams (NYSE:SHW) Might Deserve Your Attention Today

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Artículo de análisis May 22

When Should You Buy The Sherwin-Williams Company (NYSE:SHW)?

Today we're going to take a look at the well-established The Sherwin-Williams Company ( NYSE:SHW ). The company's stock...
Seeking Alpha Apr 21

Sherwin-Williams: Is This Best-In-Class Company Worth The Premium Right Now?

Summary The Sherwin-Williams Company is a well-managed company with a history of outperforming the S&P 500, boasting strong profitability, sustained gross margins, and consistent dividend increases. Despite its dominance and growth potential, SHW stock is currently overvalued with a P/E above 30, suggesting investors may find better entry points later. The company’s growth is driven by its three segments: paint stores, consumer brands, and performance coatings, with a focus on innovation and sustainability. Given the current valuation and macroeconomic uncertainties, I rate Sherwin-Williams as a "hold" and recommend monitoring for better entry points below $300. Read the full article on Seeking Alpha
Nuevo análisis Apr 08

Sales And Digital Tools Will Secure Future Success

Strategic investments and targeted price increases are expected to drive revenue growth and expand margins, enhancing market share.
Seeking Alpha Feb 24

Sherwin-Williams: Long-Term Value Creator At Work

Summary Sherwin-Williams trades at a demanding near 30 times earnings, despite modest revenue growth and higher interest rates impacting capital-intensive end markets. The company maintains a sound capital allocation strategy, focusing on dividends, M&A, and share buybacks, with a 45-year streak of dividend increases. Recent acquisition of BASF's Brazilian Architectural Business for $1.15 billion is a modest bolt-on deal, adding 2.3% to pro forma sales, at relatively interesting pricing. Despite solid long-term performance, I remain cautious and patient, waiting for better entry opportunities given the current high valuation. Read the full article on Seeking Alpha
Seeking Alpha Feb 05

The Sherwin-Williams Company: Macro Uncertainty Weigh On Near-Term Outlook

Summary Downgrade Sherwin-Williams to hold due to macro uncertainty in the US housing market impacting near-term volume demand and valuation concerns. PSG remains SHW's key growth driver, showing resilience with price increases and strong brand strength despite a weak macro environment. Management's cost control efforts are commendable, with improved gross margins and conservative SG&A growth guidance for FY25. Valuation concerns arise as SHW's 5% earnings growth outlook may not justify its current high multiple, prompting a more conservative stance. Read the full article on Seeking Alpha
Seeking Alpha Jan 15

Sherwin-Williams: This SWAN Is As Boring As Watching Paint Dry

Summary The Sherwin-Williams Company is a resilient, well-established firm with a strong dividend history, poised to become a Dividend King despite current valuation concerns. Lower interest rates are expected to provide tailwinds, boosting demand and supporting future growth, especially with planned new store openings. Despite recent financial pressures and segment weaknesses, Sherwin-Williams' financials remain solid with strong liquidity and manageable debt levels. Current valuation suggests holding off on buying until a market correction, with a target SHW share price near $300 for better entry. Read the full article on Seeking Alpha
Seeking Alpha Jan 02

Sherwin-Williams: Too Rich For Me At Its Current Price

Summary Sherwin-Williams offers diverse paint products and operates in three segments, boasting a market cap near $90B and a 35-year return of over 20,000%. The stock has offered investors a solid combination of dividend growth and price appreciation. The most recent earnings report was very weak, combine that with the company trading for a significant premium and investors should be cautious of SHW. Read the full article on Seeking Alpha
Seeking Alpha Oct 22

Sherwin-Williams' Q3 Earnings Simply Not Good Enough

Summary Sherwin Williams missed earnings estimates, showing signs of an exhausted uptrend and potential for a significant selloff if key support levels are broken. Despite reaffirming guidance, the stock's valuation remains high, and margins are pressured by rising SG&A expenses, indicating undisciplined cost management. Seasonality is bullish for November, but current technical indicators suggest the stock needs a breather, with critical support at $346. Hold rating; if $346 fails, expect a larger selloff. Reevaluate after the dust settles and price finds equilibrium. Read the full article on Seeking Alpha

Desglose de ingresos y gastos

Cómo gana y gasta dinero Sherwin-Williams. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).


Historial de beneficios e ingresos

NYSE:SHW Ingresos, gastos y beneficios (USD Millions)
FechaIngresosBeneficiosGastos G+AGastos de I+D
31 Mar 2623,9362,5997,8610
31 Dec 2523,5742,5697,6820
30 Sep 2523,2762,5727,6330
30 Jun 2523,0802,5457,5720
31 Mar 2523,0372,6807,4050
31 Dec 2423,0992,6817,4090
30 Sep 2423,0542,5587,3750
30 Jun 2423,0082,5137,2370
31 Mar 2422,9772,4177,1510
31 Dec 2323,0522,3897,0440
30 Sep 2323,0302,4196,8340
30 Jun 2322,9612,3436,6930
31 Mar 2322,5932,1276,5370
31 Dec 2222,1492,0206,3360
30 Sep 2221,6811,9386,1370
30 Jun 2220,7801,7555,8960
31 Mar 2220,2871,8265,7370
31 Dec 2119,9451,8645,8860
30 Sep 2119,6711,9675,6090
30 Jun 2119,6472,1715,6470
31 Mar 2118,8712,1185,5010
31 Dec 2018,3622,0305,4830
30 Sep 2017,9871,8725,3590
30 Jun 2017,7331,7435,2980
31 Mar 2018,0071,6185,3390
31 Dec 1917,9011,5415,3150
30 Sep 1917,8511,3945,2350
30 Jun 1917,7141,1715,1570
31 Mar 1917,6101,1045,1280
31 Dec 1817,5351,1095,0550
30 Sep 1817,4501,8614,9760
30 Jun 1817,2251,8235,0320
31 Mar 1816,1871,7804,8570
31 Dec 1714,9841,7704,7820
30 Sep 1713,7871,1194,4890
30 Jun 1712,5591,1904,2000
31 Mar 1712,0431,2074,1100
31 Dec 1611,8561,1334,0750
30 Sep 1611,6781,1284,0380
30 Jun 1611,5501,1153,9950
31 Mar 1611,4631,0873,9560
31 Dec 1511,3391,0543,8860
30 Sep 1511,3049883,7670
30 Jun 1511,3029383,7620

Ingresos de calidad: SHW tiene ganancias de alta calidad.

Margen de beneficios creciente: Los actuales márgenes de beneficio(10.9%) de SHW son inferiores a los del año pasado (11.6%).


Análisis del flujo de caja libre vs. Beneficios


Análisis del crecimiento de los beneficios en el pasado

Tendencia de beneficios: Los beneficios de SHW han crecido un 7.3% al año en los últimos 5 años.

Acelerando crecimiento: SHW ha tenido un crecimiento negativo de los beneficios en el último año, por lo que no puede compararse con su media de 5 años.

Beneficios vs. Industria: SHW tuvo un crecimiento negativo de los beneficios (-3%) durante el año pasado, lo que dificulta la comparación con la media de la industria Chemicals (0.7%).


Rentabilidad financiera

Alta ROE: Aunque la rentabilidad financiera (58.66%) de SHW es excepcional, esta métrica está sesgada debido a su alto nivel de deuda.


Rentabilidad económica


Rendimiento del capital invertido


Descubre empresas con buenos resultados en el pasado

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/11 14:20
Precio de las acciones al final del día2026/05/11 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

The Sherwin-Williams Company está cubierta por 48 analistas. 23 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
William SeleskyArgus Research Company
Ghansham PanjabiBaird
Michael LeitheadBarclays