The Sherwin-Williams Company

NYSE:SHW 株式レポート

時価総額:US$77.7b

Sherwin-Williams マネジメント

マネジメント 基準チェック /44

Sherwin-Williamsの CEO はHeidi Petzで、 Mar2022年に任命され、 の在任期間は 4.17年です。 の年間総報酬は$ 14.91Mで、 9.2%給与と90.8%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.011%を直接所有しており、その価値は$ 8.51M 。経営陣と取締役会の平均在任期間はそれぞれ5.9年と5.1年です。

主要情報

Heidi Petz

最高経営責任者

US$14.9m

報酬総額

CEO給与比率9.21%
CEO在任期間4.2yrs
CEOの所有権0.01%
経営陣の平均在職期間5.9yrs
取締役会の平均在任期間5.1yrs

経営陣の近況

Recent updates

ナラティブ更新 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...
分析記事 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
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

CEO報酬分析

Sherwin-Williams の収益と比較して、Heidi Petz の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 31 2026n/an/a

US$3b

Dec 31 2025US$15mUS$1m

US$3b

Sep 30 2025n/an/a

US$3b

Jun 30 2025n/an/a

US$3b

Mar 31 2025n/an/a

US$3b

Dec 31 2024US$13mUS$1m

US$3b

Sep 30 2024n/an/a

US$3b

Jun 30 2024n/an/a

US$3b

Mar 31 2024n/an/a

US$2b

Dec 31 2023US$10mUS$873k

US$2b

Sep 30 2023n/an/a

US$2b

Jun 30 2023n/an/a

US$2b

Mar 31 2023n/an/a

US$2b

Dec 31 2022US$4mUS$761k

US$2b

Sep 30 2022n/an/a

US$2b

Jun 30 2022n/an/a

US$2b

Mar 31 2022n/an/a

US$2b

Dec 31 2021US$3mUS$560k

US$2b

報酬と市場: Heidiの 総報酬 ($USD 14.91M ) は、 US市場 ($USD 14.80M ) の同様の規模の企業の平均とほぼ同じです。

報酬と収益: Heidiの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Heidi Petz (50 yo)

4.2yrs
在職期間
US$14,914,317
報酬

Ms. Heidi G. Petz is Director of Ulta Salon, Cosmetics & Fragrance, Inc. Ms. Petz is Independent Director of Ulta Beauty, Inc. from December 16, 2022. She has been the President of The Sherwin-Williams Com...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Heidi Petz
Chairman4.2yrsUS$14.91m0.011%
$ 8.5m
Mary Garceau
Senior VP8.8yrsUS$3.45m0.015%
$ 11.5m
Justin Binns
President of Global Architectural9.6yrsUS$4.01m0.011%
$ 8.8m
Karl Jorgenrud
President of Global Industrial8.9yrsUS$4.19m0.0086%
$ 6.6m
Benjamin Meisenzahl
Senior VP of Finance & CFOless than a yearデータなし0.0027%
$ 2.1m
J. Lang
Senior VP of Enterprise Finance & Chief Accounting Officer1.3yrsデータなし0.00077%
$ 598.2k
James Jaye
Senior Vice President of Investor Relations & Corporate Communications8.6yrsデータなし0.0023%
$ 1.8m
Karl Schmitt
Senior Vice President of Marketingno dataデータなしデータなし
Marlena Boyce
SVP & Chief Human Resources Officer1.3yrsデータなし0.00052%
$ 404.0k
Bryan Young
Senior Vice President of Corporate Strategy & Developmentno dataデータなし0.0043%
$ 3.3m
Colin Davie
President and GM of Global Supply Chain Division & Consumer Brands Group7.3yrsデータなし0.0032%
$ 2.5m
Todd Rea
President of Consumer Brands Group4.5yrsデータなし0.0073%
$ 5.7m
5.9yrs
平均在職期間
49yo
平均年齢

経験豊富な経営陣: SHWの経営陣は経験豊富で経験豊富です(平均在職期間は5.9年)。


取締役

名称ポジション在職期間報酬所有権
Heidi Petz
Chairman2.6yrsUS$14.91m0.011%
$ 8.5m
Michael Thaman
Independent Director9.1yrsUS$325.15k0.0029%
$ 2.2m
Jeffrey Fettig
Lead Independent Director7.1yrsUS$375.15k0.0024%
$ 1.9m
Kerrii Anderson
Independent Director7.1yrsUS$350.15k0.0019%
$ 1.5m
Marta Stewart
Independent Director4.8yrsUS$355.15k0.00097%
$ 753.6k
Thomas Williams
Independent Director2.8yrsUS$325.15k0.00042%
$ 326.3k
Robert Gamgort
Independent Director1.1yrsUS$272.10k0.000070%
$ 54.4k
Matthew Thornton
Independent Director11.8yrsUS$347.15k0.0048%
$ 3.7m
Aaron Powell
Independent Director5.1yrsUS$322.15k0.0010%
$ 784.6k
5.1yrs
平均在職期間
66yo
平均年齢

経験豊富なボード: SHWの 取締役会経験豊富 であると考えられます ( 5.1年の平均在任期間)。


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2026/05/11 05:32
終値2026/05/11 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。

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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 23 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。48

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