Sherwin-Williams (SHW)
NYSEMaterialsChemicals - SpecialtySnapshot 2026-09-04
NYSEMaterialsChemicals - SpecialtySnapshot 2026-09-04
QuarterlyIQ Insights · SHW
Price, fair value, and the multiples that frame it on the same time axis. Scroll over the price chart to zoom.
Daily closes. Earnings/event dots inline.
A consensus fair price across 12 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $334 the market pays 28× p/e — above the 17× p/e peer median but in line with its own 29× history. That premium reflects a durable franchise our peer-anchored $252 fair value understates; treat the 'expensive vs peers' read with low confidence. Analysts target $330–$420. Note: our $252 fair value sits below the entire analyst range ($330–$420). Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
Score 100 = cheapest in the cohort, 0 = richest. Bars are filled left-to-right based on the peer-relative score (or PEG/self-history where shown).
Each method's implied share price per horizon. Provisional rows use a projected (historical-CAGR) growth input rather than analyst or management guidance.
| Method | Horizon | Est. price | Multiple | Per-share input | EPS source | Confidence |
|---|---|---|---|---|---|---|
| analyst target | 12M | $390.00 | — | — | Analyst | high |
| dcf fcfe | 12M | $671.93 | — | — | Hist. CAGR | high |
| dcf fcff | 12M | $563.01 | — | — | Hist. CAGR | high |
| ddm gordon | 12M | $50.80 | — | — | TTM | high |
| graham number | 12M |
A “consensus-then vs. actual-now” overlay is on the way — what our valuation estimate said on a past date versus where the price actually landed.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A long-thesis check that carries the widest uncertainty of the three horizons.
Bottom 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
$330.00 – $420.00 (median $390.00) · 11 analysts · as of 2026-08-24
Only weak execution quality — not the full expensive x weak x turbulent stack. Regime (Mania) does not concentrate fragility.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
At today's price you pay about 99% over what the business is worth with no growth; closing that gap needs roughly 61.0 years of the forecast growth to come through. These describe the expectations embedded in the price, not a forecast of the move. Reverse-DCF base: $9.62/sh owner earnings.
Looks more expensive than peers.
Around its own typical valuation.
Trailing four: 2025-Q2, 2025-Q3, 2026-Q1, 2026-Q2
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
| $64.69 |
| — |
| — |
| TTM |
| high |
| Peer P/FCF | 12M | $275.36 | 21.1 | 13.06 | TTM | high |
| Peer P/E | 12M | $206.01 | 17.4 | 11.87 | TTM | high |
| Peer P/S | 12M | $143.78 | 1.4 | 99.23 | TTM | high |
| PEG | 12M | $209.22 | 17.6 | 11.87 | TTM | high |
| residual income | 12M | $55.79 | — | — | TTM | high |
| Own P/E history | 12M | $344.20 | 29.0 | 11.87 | TTM | high |
| triangulated | 12M | $215.82 | 17.4 | 12.44 | Triangulated | high |
| Peer P/FCF | 3Y | $418.79 | 21.1 | 19.87 | Hist. CAGR(prov.) | medium |
| Peer P/E | 3Y | $280.52 | 17.4 | 16.16 | Analyst | medium |
| Peer P/S | 3Y | $170.60 | 1.4 | 117.74 | Analyst | medium |
| PEG | 3Y | $284.88 | 17.6 | 16.16 | Analyst | medium |
| Own P/E history | 3Y | $468.67 | 29.0 | 16.16 | Analyst | medium |
| Peer P/FCF | 5Y | $553.85 | 21.1 | 26.27 | Hist. CAGR(prov.) | high |
| Peer P/E | 5Y | $344.62 | 17.4 | 19.86 | Analyst | high |
| Peer P/S | 5Y | $190.70 | 1.4 | 131.61 | Analyst | high |
| PEG | 5Y | $349.98 | 17.6 | 19.86 | Analyst | high |
| Own P/E history | 5Y | $575.77 | 29.0 | 19.86 | Analyst | high |