NYSE: SHW
The Sherwin-Williams Company
Basic Materials · Chemicals - Specialty
Market Cap
$76.45B
52w High
$379.65
52w Low
$294.32
P/E
29.30
Volume
2.68M
Outstanding Shares
246.64M
Price vs Fundamentals
Why The Stock Is Moving
What changed
The stock fell 13.73% over the last year. Revenue grew 3.9% over the trailing twelve months. Operating margin moved from 16.45% to 16.13%. Free cash flow grew 33.54% over the trailing twelve months.
What the market seems to be pricing
Visible fundamentals weakened far less than the stock price. The market appears to be discounting durability, risk, or trust rather than just the latest reported numbers.
What would invalidate this read
This read changes if operating margin (currently 16.13%) continues to decline, or if revenue growth turns negative. The bull case requires the business to hold its current trajectory.
Company profile
The Sherwin-Williams Company develops, manufactures, distributes, and sells paints, coatings, and related products to professional, industrial, commercial, and retail customers.
Valuation
Stock splits
Every 1 shares became 3
Every 1 shares became 2
Every 1 shares became 2
Every 1 shares became 2
Every 1 shares became 2
Every 1 shares became 2
Profitability & growth
Analyst consensus
23
Buy
14
Hold
1
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Full quarter-by-quarter history of actuals vs estimates. Switch into compare mode to inspect one metric year-over-year.
Next report
Jul 28, 2026
Q3 FY26 · EPS est $3.48 · Revenue est $6.61B
View
Dividends
$3.18/shareQuarterlyDividend Aristocrat · 40yrSafeSHW pays a dividend with a 1.03% dividend yield, 40 consecutive years of growth, growing at 9.79% annually, covered 3.4× by free cash flow.
Dividend Yield
1.03%
Annual Div / Share
$3.18
5yr CAGR
+9.79%
Doubles every ~7.4yr
Payout Ratio
30.26%
Safe
Dividend Growth Rate
3yr CAGR
+9.68%
5yr CAGR
+9.79%
10yr CAGR
+12.19%
Dividend History
Annualized dividend cycles per share
Income Projection
Today
$1/mo
In 5 yrs
$1/mo
In 10 yrs
$2/mo
| Today | In 5 yrs | In 10 yrs |
|---|---|---|
$10/yr $1/mo | $16/yr+60% $1/mo | $26/yr+155% $2/mo |
Yield-on-cost grows from 1.03% → 2.61% over 10yr
Analysis
Dividend Strengths
Dividend Aristocrat
SHW has raised its dividend for 40 consecutive years — qualifying as a Dividend Aristocrat, demonstrating long-term commitment to shareholder income.
Well-covered by free cash flow
The dividend is covered 3.4× by free cash flow, indicating the company generates sufficient cash to sustain and potentially grow the payout without straining its finances.
Strong dividend growth rate
The 5-year CAGR of 9.79% meaningfully outpaces inflation, compounding real income growth for long-term holders.
Risks to Watch
No strong risk signal stands out from the latest period pair.