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The Sherwin-Williams CompanyNYSE:SHW 株式レポート

時価総額 US$74.5b
株価
US$303.84
US$388.14
21.7% 割安 内在価値ディスカウント
1Y-15.3%
7D-1.7%
1D
ポートフォリオ価値
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The Sherwin-Williams Company

NYSE:SHW 株式レポート

時価総額:US$74.5b

Sherwin-Williams(SHW)株式概要

シャーウィン・ウィリアムズ社は、塗料、コーティング剤、関連製品の開発、製造、流通、販売に従事し、専門家、工業用、商業用、小売用の顧客を対象としている。 詳細

SHW ファンダメンタル分析
スノーフレーク・スコア
評価2/6
将来の成長2/6
過去の実績2/6
財務の健全性3/6
配当金4/6

SHW Community Fair Values

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The Sherwin-Williams Company 競合他社

価格と性能

株価の高値、安値、推移の概要Sherwin-Williams
過去の株価
現在の株価US$303.84
52週高値US$379.65
52週安値US$294.32
ベータ1.16
1ヶ月の変化-4.45%
3ヶ月変化-14.68%
1年変化-15.32%
3年間の変化26.16%
5年間の変化7.29%
IPOからの変化60,668.00%

最新ニュース

ナラティブの更新 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

Recent updates

ナラティブの更新 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
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
分析記事 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...
ナラティブの更新 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.
分析記事 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...
分析記事 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...
分析記事 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...
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
新しいナラティブ 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

株主還元

SHWUS ChemicalsUS 市場
7D-1.7%-1.0%1.6%
1Y-15.3%6.3%28.5%

業界別リターン: SHW過去 1 年間で6.3 % の収益を上げたUS Chemicals業界を下回りました。

リターン対市場: SHWは、過去 1 年間で28.5 % のリターンを上げたUS市場を下回りました。

価格変動

Is SHW's price volatile compared to industry and market?
SHW volatility
SHW Average Weekly Movement4.2%
Chemicals Industry Average Movement7.4%
Market Average Movement7.2%
10% most volatile stocks in US Market16.8%
10% least volatile stocks in US Market3.0%

安定した株価: SHW 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: SHWの 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
186664,249Heidi Petzwww.sherwin-williams.com

シャーウィン・ウィリアムズ社は、塗料、コーティング剤、および関連製品の開発、製造、流通、販売に従事し、専門家、工業用、商業用、小売用の顧客を対象としている。同社は3つのセグメントを通じて事業を行っている:ペイントストア・グループ、コンシューマー・ブランド・グループ、パフォーマンス・コーティングス・グループである。ペイントストア・グループは、シャーウィン・ウィリアムズのブランドで、建築用塗料やコーティング剤、保護・船舶用製品、OEM製品の仕上げや関連製品を建築・工業用塗料業者やDIY業者向けに提供している。消費者ブランド・グループ(Consumer Brands Group)部門は、ホームセンターや金物店を含む小売店や専売店、販売代理店に、ブランドおよびプライベート・ブランドの建築用塗料、ステイン、ワニス、工業製品、木材仕上げ製品、木材防腐剤、アプリケーター、腐食防止剤、エアゾール、コーキング剤、接着剤のポートフォリオを供給している。パフォーマンス・コーティングス・グループは、木工用および一般工業用コーティング剤、自動車用再塗装製品、保護・船舶用コーティング剤、コイルコーティング剤、包装用コーティング剤、機能性樹脂および着色剤を開発・販売している。このセグメントは、小売店、ディーラー、職工、ライセンシー、その他の第三者販売業者にサービスを提供している。北米、南米、カリブ海地域、ヨーロッパ、アジア、オーストラリアで事業を展開している。シャーウィン・ウィリアムズ社は1866年に設立され、オハイオ州クリーブランドに本社を置いている。

The Sherwin-Williams Company 基礎のまとめ

Sherwin-Williams の収益と売上を時価総額と比較するとどうか。
SHW 基礎統計学
時価総額US$74.50b
収益(TTM)US$2.60b
売上高(TTM)US$23.94b
28.7x
PER(株価収益率
3.1x
P/Sレシオ

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
SHW 損益計算書(TTM)
収益US$23.94b
売上原価US$12.20b
売上総利益US$11.74b
その他の費用US$9.14b
収益US$2.60b

直近の収益報告

Mar 31, 2026

次回決算日

該当なし

一株当たり利益(EPS)10.60
グロス・マージン49.04%
純利益率10.86%
有利子負債/自己資本比率282.4%

SHW の長期的なパフォーマンスは?

過去の実績と比較を見る

配当金

1.1%
現在の配当利回り
30%
配当性向

SHW 配当は確実ですか?

SHW 配当履歴とベンチマークを見る
SHW 、いつまでに購入すれば配当金を受け取れますか?
Sherwin-Williams 配当日
配当落ち日May 22 2026
配当支払日Jun 05 2026
配当落ちまでの日数9 days
配当支払日までの日数5 days

SHW 配当は確実ですか?

SHW 配当履歴とベンチマークを見る

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/31 08:26
終値2026/05/29 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

The Sherwin-Williams Company 21 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。49

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