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.
Explore the exciting world of Sherwin-Williams (SHW 0.29%) with our expert analysts in this Motley Fool Scoreboard episode. Check out the video below to gain valuable insights into market trends and potential investment opportunities!
The buyout will allow SHW to accelerate profitable above-market growth by providing industry-leading solutions.
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.
The Sherwin-Williams Company (NYSE:SHW ) Q4 2024 Earnings Conference Call January 30, 2024 10:00 AM ET Corporate Participants Jim Jaye - Senior Vice President, Investor Relations & Communications Heidi Petz - President & Chief Executive Officer Al Mistysyn - Chief Financial Officer Conference Call Participants Gregory Melich - Evercore Vincent Andrews - Morgan Stanley David Begleiter - Deutsche Bank John McNulty - BMO Capital Markets Chris Parkinson - Wolfe Research John Roberts - Mizuho Josh Spector - UBS Duffy Fischer - Goldman Sachs Ghansham Panjabi - Baird Mike Sison - Wells Fargo Jeff Zekauskas - JPMorgan Chuck Cerankosky - Northcoast Research Mike Harrison - Seaport Research Partners Mike Leithead - Barclays Arun Viswanathan - RBC Capital Markets Aleksey Yefremov - KeyBanc Capital Markets Kevin McCarthy - Vertical Research Partners Adam Baumgarten - Zelman & Associates Garik Shmois - Loop Capital Markets Patrick Cunningham - Citi Investment Research Steve Byrne - Bank of America Aron Ceccarelli - Berenberg Eric Bosshard - Cleveland Research Company Operator Good morning. Thank you for joining the Sherwin-Williams Company's review of Fourth Quarter and Full Year 2024 Results and our Outlook for the First Quarter and Full Year of 2025.
Consolidated net sales of SHW rise owing to higher sales in the Paint Stores Group in Q4.
Although the revenue and EPS for Sherwin-Williams (SHW) give a sense of how its business performed in the quarter ended December 2024, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Coatings industry giant Sherwin-Williams (SHW -0.53%) reported mixed fourth-quarter results on Thursday, Jan. 30. Adjusted EPS of $2.09 exceeded analyst consensus expectations of $2.06 and improved 15.5% from the previous year.
Sherwin-Williams (SHW) came out with quarterly earnings of $2.09 per share, beating the Zacks Consensus Estimate of $2.07 per share. This compares to earnings of $1.81 per share a year ago.
The paints giant offers soft guidance for the first quarter and all of 2025.
SHW is expected to have faced challenges in certain areas of its businesses in Q4.
Sherwin-Williams (SHW) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.