← BackRPM INTERNATIONAL INC/DE/ · Paints, Varnishes, Lacquers, Enamels & Allied ProdsRPM
Low riskNext report: Around Jan 7, 2027 (est.)
The short versionA high-quality, profitable business with steady sales. Institutions are adding.
Going well
- Profitable every year for 10 years
- Brings in more cash than it spends
- Little debt
Money moves
- No insider buying or selling in the last 30 days
- Institutions added 3% to their holdings in the quarter ending June 2026 (381 bought, 294 sold)
- Held by Ray Dalio (Bridgewater)
Facts from SEC filings, not a recommendation.
What the price means
Price as of Oct 26
$97.93-0.8% that day
- Company value
- $12.5B
- Share price times all shares
- Price vs profit (P/E)
- 18.1x
- You pay about $18 for each $1 of yearly profit
- Price vs sales
- 1.6x
- Company value is 1.6 times a year of sales
- Cash vs value
- 3%
- Cash as a share of company value
- Debt vs value
- 0%
- Debt as a share of company value
From RPM's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.
The business over time
Last 12 quarters, from SEC filings
Sales, Aug '26$2.2B+4.8% vs a year earlier
Nov '23Tap a barAug '26
Last 12 months: $8.0B, up 6.0% from the 12 months before. Over 5 years, sales grew about 5.2% a year.
Business quality
The checklist Warren Buffett-style investors use. Annual numbers for 2025.- PassReturn on equity 15%+Earns a lot on the money owners have in the business.22.7%
- PassDebt under half of equityNot relying on borrowed money.0.00x equity
- MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.8.4%
- PassProfitable every yearSteady profits, not one good year.10 of 10 years
- PassFree cash flow positiveBrings in more cash than it spends to run and grow.$898.7M
- PassShare count not growingNot diluting owners. Falling means buybacks.-1.0% in 3 years
- PassGross margin 40%+Pricing power: sells for well above what it costs to make.41.4%
- Revenue
- $7.9B
- +6.7% vs prior year
- 5-year growth
- +5.2%/yr
- revenue, per year
- Total debt
- $8.3M
- 0.00x equity
- Current ratio
- 2.22x
- short-term assets / bills due
From annual reports filed with the SEC. A checklist is a starting point for research, not a verdict.
Latest quarter
Quarter ended Aug 31, 2026- Revenue
- $2.2B
- +4.8% YoY
- EPS
- $2.01
- vs $1.77
- Gross margin
- 41.3%
- -1.0 pts
- Free cash flow
- $205.4M
- Share count
- -0.6%
- vs a year ago
Insider rating
Last 90 days
No open-market insider buys or sells in the last 90 days.
Weekly insider trendNo trades to chart yet.
Filing buzz
Last 7 days vs normal
0/ 100
- This week
- 1
- Normal week
- 1.5
- vs normal
- 0.7x
SEC filings of any kind. 50 means a normal week.
Institutional ownership
▲Accumulating+3.0%Institutions added 3.0% to their holdings. 381 bought, 294 sold. 2 quarters of net buying in a row.
Shares held by institutions109.1M
Sep '24Jun '26
Share count growthYearly rate, last 3 years
-0.3%Cash runwayAt last year's cash burn
Cash flow positiveDebt to equityLatest balance sheet: debt compared with what owners have
0.6x · $2.0B debtShares outstandingLatest reported
128MNext reportAround Jan 7, 2027 (est.)Estimated from the same quarter last year
- Results filedOct 6
- Results filedJul 22
- Results filedApr 8
- Results filedJan 8
- Results filedOct 1, 2025
Insider trades
Open-market buys and sells, last 90 days
No open-market buys or sells in 90 days. Grants and option exercises are left out.
"Owns after" is the insider's holding right after the trade. Pre-planned (10b5-1) sales are set up months ahead, a weaker signal.
Latest filings
Straight from SEC EDGAR
Stock awardJulie A BeckDirector
1,700 shares
- +121% of holdings
- Now owns 3,100 shares
- Filed 5 days after trade
Stock awardJenniffer D. DeckardDirector
1,700 shares
- +10% of holdings
- Now owns 18,885 shares
- Filed 5 days after trade
Stock awardSalvatore D FazzolariDirector
1,700 shares
- +8% of holdings
- Now owns 23,278 shares
- Filed 5 days after trade
Stock awardTom GentileDirector
1,700 shares
- Now owns 1,700 shares
- Filed 5 days after trade
Stock awardRobert LivingstonDirector
1,700 shares
- +9% of holdings
- Now owns 20,173 shares
- Filed 5 days after trade
Stock awardChristopher L MapesDirector
1,700 shares
- +121% of holdings
- Now owns 3,100 shares
- Filed 5 days after trade