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The Sherwin-Williams Company
Rule-based classification of fundamentals against the sector. Not a price forecast and not investment advice.
Signals scattered
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2 of 5 met · composite in line with peers
Business quality, valuation against the sector, and position in the 52-week range — whether they line up or not.
Stable quality
Profitability
3/4
Debt & liquidity
2/3
Efficiency
1/2
Capital returns at The Sherwin-Williams Company run well ahead of the sector: ROE of 59.4% sits +348% above the sector median of 13.3%, and FCF yield of 3.5% exceeds the sector median of 2.3% by +53%. The price paid for that quality is steep — P/B of 19.9× stands +390% above the sector median of 4.1×, and the forward PEG reads as stretched on consensus estimates that, as a category, tend to run roughly 10% optimistic. The balance sheet adds a layer of caution: Debt/EBITDA of 2.7× exceeds the sector median of 2.1× by +26%, and the current ratio of 0.87 falls -62% below the sector median of 2.29. An F-Score of 6/9 and a composite of 51/100 against the sector median reflect a business with genuine profitability strengths carrying a balance sheet and a valuation that leave little room for error.
| Ticker | Name | F-Score | ROE | Revenue YoY | Op. margin |
|---|---|---|---|---|---|
| APD | Air Products | 5/9 | -2% |
The market prices in earnings growth; analyst sentiment is steady; has mostly beaten consensus.
Price against next year's expected earnings. The forward P/E already carries analyst optimism — read it alongside the “Versus consensus” line.
A forward P/E below the current one means the market expects earnings to grow; above it, to fall. The historical growth is realized figures from SEC filings, not a forecast.
The three-month change in the share of positive analyst ratings. This is sentiment, not an earnings-estimate revision, and not a call to act.
When SHW reports on 2026-10-26, track revenue year over year alongside free cash flow — the current FCF yield of 2.30% sits 53% above the sector median, and any erosion there would be a material signal. Also check whether the F-Score profitability block, currently 3/4, holds or slips.
Pull SHW's most recent 10-K on SEC EDGAR and focus on the leverage disclosures — the current ratio of 2.29 is 62% below the sector median, which warrants scrutiny of near-term debt obligations. Management's discussion of working capital and liquidity assumptions will put that figure in context.
From the alphabetical same-sector table in section 06, pick two or three companies yourself and line up one metric — P/B or FCF yield works well given SHW's P/B stands 4.9× above the sector median. No company in the table is ranked; the goal is to see where SHW's valuation sits relative to the range, not to identify a single standout.
Steps you can check yourself, based on the figures in this brief.
Piotroski F-Score: nine binary tests of financial strength from the annual report. A ✓ marks a test passed, a dot (·) a test failed.
Over 4 years: -32%+106%-21%+27%
Over 4 years: 2.621.882.592.70
Over 4 years: +11%+4%+0%+2%
The context on the right shows how each figure compares with the sector median. The trend below tracks the change over recent fiscal years.
Beat consensus in 6 of 8 recent quarters — the company clears estimates regularly (consensus is often set conservatively).
Last quarter's EPS against consensus, plus the estimated date of the next report.
| -1% |
| -7% |
| CTVA | Corteva | 7/9 | 5% | +3% | — |
| DD | DuPont | 5/9 | -4% | +2% | — |
| DOW | Dow Inc. | 3/9 | -15% | -7% | — |
| ECL | Ecolab | 5/9 | 22% | +2% | 17% |
| FCX | Freeport-McMoRan | 5/9 | 23% | +2% | 25% |
| LIN | Linde | 4/9 | 18% | +3% | 26% |
| MLM | Martin Marietta | 8/9 | 12% | +9% | 23% |
| NEM | Newmont | 8/9 | 22% | +21% | — |
| NUE | Nucor | 6/9 | 8% | +6% | — |
| PKG | Packaging Corp | 3/9 | 17% | +7% | 12% |
| PPG | PPG Industries | 6/9 | 21% | +0% | — |
| SHW | The Sherwin-Williams Company | 6/9 | 59% | +2% | — |
| STLD | Steel Dynamics | 5/9 | 13% | +4% | 8% |
| VMC | Vulcan Materials | 9/9 | 13% | +7% | 20% |
A sample of 15 companies in the sector including the target, alphabetical, unranked. Data from the latest SEC annual reports.
Rule-based classification of fundamentals against the sector. Not a price forecast and not investment advice.
The last few quarters are recent context, not a fixed rate. Consensus for near quarters is set low, so companies clear it routinely; over long horizons the forecasts run the other way, too high.
A description of what the market and analysts expect. Not a price forecast and not investment advice. Analyst forecasts run systematically optimistic over long horizons — read them with that discount.