← BackSherwin Williams Co · Building Materials, Hardware, Garden SupplySHW
Low riskNext report: Around Jan 28, 2027 (est.)
The short versionA high-quality, profitable business with steady sales.
Going well
- Profitable every year for 10 years
- Brings in more cash than it spends
- Buying back shares: share count down 5.6% in 3 years
Money moves
- No insider buying or selling in the last 30 days
- Institutions added 3.3% to their holdings in the quarter ending June 2026 (722 bought, 824 sold)
- Held by Chase Coleman (Tiger Global), Ray Dalio (Bridgewater)
Facts from SEC filings, not a recommendation.
What the price means
Price as of Oct 26
$335.16-0.6% that day
- Company value
- $81.0B
- Share price times all shares
- Price vs profit (P/E)
- 30.8x
- You pay about $31 for each $1 of yearly profit
- Price vs sales
- 3.3x
- Company value is 3.3 times a year of sales
- Dividend yield
- 0.9%
- Yearly dividend as a share of today's price
- Cash vs value
- 0%
- Cash as a share of company value
- Debt vs value
- 12%
- Debt as a share of company value
From SHW'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, Sep '26$6.9B+7.9% vs a year earlier
Dec '23Tap a barSep '26
Last 12 months: $24.9B, up 7.0% from the 12 months before. Over 5 years, sales grew about 5.1% 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.59.4%
- MissDebt under half of equityNot relying on borrowed money.2.10x equity
- PassNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.10.9%
- 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.$3.5B
- PassShare count not growingNot diluting owners. Falling means buybacks.-5.6% in 3 years
- PassGross margin 40%+Pricing power: sells for well above what it costs to make.48.8%
- Revenue
- $23.6B
- +2.1% vs prior year
- 5-year growth
- +5.1%/yr
- revenue, per year
- Total debt
- $9.7B
- 2.10x equity
- Current ratio
- 0.87x
- 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 Sep 30, 2026Reported Oct 27Before open7:04 am ET - Revenue
- $6.9B
- +7.9% YoY
- EPS
- $3.38
- vs $3.35
- Gross margin
- 47.8%
- -1.4 pts
- Free cash flow
- $975.8M
- Share count
- -2.5%
- 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
93/ 100
- This week
- 11
- Normal week
- 0.9
- vs normal
- 12.9x
SEC filings of any kind. 50 means a normal week.
Institutional ownership
■Steady+3.3%Institutions added 3.3% to their holdings. 722 bought, 824 sold.
Shares held by institutions201.8M
Sep '24Jun '26
Share count growthYearly rate, last 3 years
-1.9%Cash runwayAt last year's cash burn
Cash flow positiveDebt to equityLatest balance sheet: debt compared with what owners have
2.4x · $9.4B debtShares outstandingLatest reported
242MNext reportAround Jan 28, 2027 (est.)Estimated from the same quarter last year
- Results filedOct 27
- Results filedJul 28
- Results filedApr 28
- Results filedJan 29
- Results filedOct 28, 2025
Flags and big holders
Offerings 6 months, flags 12 months, holders 90 days
No offerings, red flags or new big holders. Clean record.
Insider trades
Open-market buys and sells, last 90 days
No open-market buys or sells in the last 17 insider filings. 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 awardJustin T BinnsPresident, Glob. Architectural
12,055 shares
- Now owns 12,055 shares
- Exercise price $335.04
- Employee Stock Option (Right to Buy)
- Filed 2 days after trade
Stock awardMarlena K. BoyceSVP - CHRO
6,220 shares
- Now owns 6,220 shares
- Exercise price $335.04
- Employee Stock Option (Right to Buy)
- Filed 2 days after trade
Stock awardColin M. DaviePres. & GM, Glob. Supply Chain
7,000 shares
- Now owns 7,000 shares
- Exercise price $335.04
- Employee Stock Option (Right to Buy)
- Filed 2 days after trade
Stock awardMary L GarceauSVP - CLO and Secretary
7,585 shares
- Now owns 7,585 shares
- Exercise price $335.04
- Employee Stock Option (Right to Buy)
- Filed 2 days after trade
Stock awardJames R JayeSVP - IR & Corp. Comm.
2,335 shares
- Now owns 2,335 shares
- Exercise price $335.04
- Employee Stock Option (Right to Buy)
- Filed 2 days after trade
Stock awardKarl J JorgenrudPresident, Glob. Industrial
12,055 shares
- Now owns 12,055 shares
- Exercise price $335.04
- Employee Stock Option (Right to Buy)
- Filed 2 days after trade
Stock awardJames P. LangSVP - Enterprise Finance & CAO
2,335 shares
- Now owns 2,335 shares
- Exercise price $335.04
- Employee Stock Option (Right to Buy)
- Filed 2 days after trade
Stock awardBenjamin E. MeisenzahlSVP - Finance and CFO
13,805 shares
- Now owns 13,805 shares
- Exercise price $335.04
- Employee Stock Option (Right to Buy)
- Filed 2 days after trade
Stock awardHeidi G PetzPresident & CEO, Director
47,640 shares
- Now owns 47,640 shares
- Exercise price $335.04
- Employee Stock Option (Right to Buy)
- Filed 2 days after trade
Stock awardTodd D ReaPresident, Consumer Brands Grp
4,470 shares
- Now owns 4,470 shares
- Exercise price $335.04
- Employee Stock Option (Right to Buy)
- Filed 2 days after trade
Stock awardBryan J YoungSVP - Corp Strategy & Devel.
3,500 shares
- Now owns 3,500 shares
- Exercise price $335.04
- Employee Stock Option (Right to Buy)
- Filed 2 days after trade
Stock awardKerrii B AndersonDirector
31 shares at $324.14 · $10K
- +3% of holdings
- Now owns 1,110 shares
- Held Deferred Fee Plan
- Filed 4 days after trade
Stock awardRobert James GamgortDirector
104 shares at $324.14 · $34K
- +18% of holdings
- Now owns 691 shares
- Held Deferred Fee Plan
- Filed 4 days after trade