The Sherwin-Williams Company SHW
Mixed Materials sector · Sherwin-Williams — dominant US paints and coatings with a controlled-store distribution moat.
The Sherwin-Williams Company (SHW) is an established Materials company, graded Mixed on FrontierLab's evidence-based quality rubric (data as of 2026-10-05). Revenue grew 5.8% year-over-year at a 49.1% gross margin. Gross-profits-to-assets is 0.44; Rule of 40 is 22.2. Net share issuance -1.9% YoY (flat share count). No risk flags are currently noted. Analyst mix: 18 buy / 14 hold / 0 sell. Track record: 24% of Mixed-graded names beat the S&P over 63 sessions (95% CI 10–47%, N=17). Median excess vs the S&P was -7.2%.
These sentences are generated from the day's data by deterministic templates.
Key quality signals
| Revenue growth (YoY) | 5.8% |
|---|---|
| Gross margin | 49.1% |
| Gross profits / assets | 0.44 |
| Rule of 40 | 22.2 |
| Net margin | 16.4% |
| Cash runway (months) | — |
| PEG | 3.9 |
| Price / sales | 3.2 |
Quality checklist
Each line is one quality test behind the grade — ✓ passed · ~ borderline · ✗ failed. Hover a metric in the tables below for what it means.
- ✗ Revenue growth — 5.8% (pass ≥ 20%)
- ✓ Gross profits / assets — 0.44 (pass ≥ 0.33)
- · Rule of 40 — 22.2 (context — graded for software only)
- ✓ Gross margin — 49.1% (pass ≥ 25% · Materials)
- ✓ Cash generation
- ✓ Share dilution — -1.9%
- ✓ Competitive moat — Wide
- ✓ Market size (TAM) — Large
Grade history
Graded Mixed since 2026-06-17 — no grade changes recorded yet.
How have Mixed-graded names performed?
The forward returns of all Mixed-graded names since each grade was recorded — the bucket this name currently sits in, not a forecast of this individual stock.
| Window | Forward record vs the S&P | Median |
|---|---|---|
| ~1 month | 28% of Mixed-graded names beat the S&P over 21 sessions (95% CI 12–51%, N=18). | Median excess vs the S&P was -8.2%. |
| ~3 months | 24% of Mixed-graded names beat the S&P over 63 sessions (95% CI 10–47%, N=17). | Median excess vs the S&P was -7.2%. |
| ~6 months | building — 46 more sessions needed | |
Scope: these are forward returns vs the S&P among names still covered at each horizon's end, within the curated universe — not a survivorship-clean whole-market backtest. Names later dropped from coverage are counted as attrition (not hidden), and single-session moves beyond ±300% are treated as split/data artifacts and excluded. How this is measured → · Full track record →
How it compares
Coarse same-sector, same-stage context — not a percentile or rank. GP/A is graded on its absolute level, not position.
Fundamentals
| Market cap | $77.56B |
|---|---|
| Stage | Established |
| Share issuance (YoY) | -1.9% · flat share count |
| Moat | Wide |
| TAM | LARGE |
| P/E (trailing) | 29.4 |
| EPS (trailing) | $10.85 |
| Burn multiple | — |
| Gross-margin trend (pts) | 0.2 |
| Cash / assets | 0.01 |
| Accruals (%) | -4.6% |
| Net debt / EBITDA | 3.1 |
| Statements as of | Q2 FY2026 · filed 2026-07-28 |
Momentum context — describes the past, not a signal
Low reached Jun 2, 2026 · high reached Feb 12, 2026 — by daily close.
| Price | $319.51 (as of 2026-10-02) |
|---|---|
| Last session move | — |
| % off 52-wk high | -15.4% |
| RSI (14) | 41 |
| Relative volume | 0.9× |
Insider activity (90 days)
| Cluster buyers | 0 |
|---|---|
| Sellers | 2 |
Insider selling is routine diversification, not a bearish signal.
Analyst mix
| Strong buy | 5 |
|---|---|
| Buy | 13 |
| Hold | 14 |
| Sell | 0 |
| Strong sell | 0 |
Ratings are context, not a price target. "Momentum" = how the mix changed over recent weeks, not a forecast.
From the headlines
- Friday's session: top gainers and losers in the dow jones index
- These dow jones stocks are moving in today's session
- Here’s How Much You Would Have Made Owning Sherwin-Williams Stock In The Last 20 Years
AI take — daily, AI-generated
AI leans mixed
Sherwin-Williams boasts strong 49% gross margins and decent asset productivity, but a 3.9 PEG on just 5.8% growth means you're paying a premium for stability rather than growth.
Generated by an AI model from the day's news — an opinion for context only. Not financial advice, not a recommendation, and not a price target.
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Data as of 2026-10-05 08:19 (end-of-day). How grades are computed →