SHW
The Sherwin-Williams CompanyBasic Materials · $78.6B market cap
Verdict
Share price
$319.51
close of Oct 3, 2026
Fair value
$198.85
Sticker Price
Payback Price
$79.54
buy price
SHW is Overpriced: at $319.51 it trades 61% above its fair value of $198.85. Its buy price (Payback Price) is $79.54, 75% below today's price. Business quality is mixed: 2 of 5 key numbers clear the 10% bar.
How we valued it
Free Cash Flow. Sales grew 2% a year over the last 3 years, below the 15% we look for in a fast grower, so we value it on its free cash flow instead of an earnings forecast.
Business quality
2 of 5 clear the 10% bar. What are the Big Five?
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7 of the investors we track hold SHW. In Q2 2026, 2 added and 1 trimmed. Who we track
Viking Global Investors
Viking Global Investors · as of Q2 2026
$1.3B
3,875,879 shares
Lee Ainslie
Maverick Capital · as of Q2 2026
$198.0M
575,013 shares
Jensen Investment Management
Jensen Investment Management · as of Q2 2026
$185.6M
539,035 shares
Mairs & Power Funds
Mairs & Power Funds · as of Q2 2026
$151.7M
440,586 shares
Chase Coleman
Tiger Global Management · as of Q2 2026
$88.5M
257,083 shares
Insider activity
Since Jul 6, 2026: no open-market purchases, 2 sales worth $7.7M and 7 other filings (stock awards, tax withholding and similar). Why purchases matter
Sales
Binns Justin T
President, Glob. Architectural · 2026-08-17
Sold
$4.8M
Jorgenrud Karl J
President, Glob. Industrial · 2026-08-07
Sold
$2.9M
Other filings
Binns Justin T
President, Glob. Architectural · 2026-08-18
G-Gift
813 shares
Binns Justin T
President, Glob. Architectural · 2026-08-17
Option exercise
$1.2M
Jorgenrud Karl J
President, Glob. Industrial · 2026-08-07
Option exercise
$12K
ANDERSON KERRII B
director · 2026-07-06
Award
$10K
Gamgort Robert James
director · 2026-07-06
Award
$34K
Show all 7 other filingsShow fewer
THAMAN MICHAEL H
director · 2026-07-06
Award
$34K
Williams Thomas
director · 2026-07-06
Award
$34K
About The Sherwin-Williams Company
The Sherwin-Williams Company engages in the development, manufacture, distribution, and sale of paint, coatings, and related products to professional, industrial, commercial and retail customers. The company operates through three segments: Paint Stores Group, Consumer Brands Group, and Performance Coatings Group. The Paint Stores Group segment offers architectural paint and coatings; protective and marine products…
Chemicals - Specialty
Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works