Latest news with #RPMInternational
Globe and Mail
3 days ago
- Business
- Globe and Mail
Why Sherwin-Williams Stock Just Dropped
Ask Sherwin-Williams (NYSE: SHW) why its stock price is going down today, and your reply will probably be to ask Citigroup instead. This morning, the investment bank downgraded shares of the paint maker from buy to neutral, and Sherwin-Williams stock is down 3.3% through 12:20 p.m. ET in response. What Citi thinks about Sherwin-Williams stock "Housing dynamics" look "suppressed," warns Citi analyst Pat Cunningham in a note covered on today. Interest rates are high, and the likelihood of Federal Reserve cuts that would lower those rates looks slim. (Earlier today, J.P. Morgan's chief economist predicted the next Fed meeting will vote "unanimously" to leave rates unchanged.) In the current economic environment, therefore, Citi says it has little "confidence in a material 2H25 US housing market recovery," nor a "favorable risk/reward" for buying Sherwin-Williams stock at its present price. Is Sherwin-Williams stock a buy? With its fortunes tied largely to the health of the residential housing market, Sherwin-Williams stock looks pricey at 34 times earnings, a projected growth rate of only 10%, and a meager dividend yield of just 0.9%. A better bet in the housing sector, thinks Citi, might be construction products company RPM International (NYSE: RPM), whose business is less tied to residential. Despite its slower (8%) growth rate, RPM pays a dividend twice as big as Sherwin-Williams' (1.8%). And with its price-to-earnings ratio only 23, RPM stock costs half as much. I'm personally not thrilled with these numbers either (paying 23x earnings for 10% growth doesn't seem much of a bargain). But Citi is right: As expensive as RPM stock looks, at least it's cheaper than Sherwin-Williams. Should you invest $1,000 in Sherwin-Williams right now? Before you buy stock in Sherwin-Williams, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Sherwin-Williams wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $655,255!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $888,780!* Now, it's worth noting Stock Advisor 's total average return is999% — a market-crushing outperformance compared to174%for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of June 9, 2025
Yahoo
09-04-2025
- Business
- Yahoo
RPM International Third Quarter 2025 Earnings: Misses Expectations
Revenue: US$1.48b (down 3.0% from 3Q 2024). Net income: US$52.0m (down 15% from 3Q 2024). Profit margin: 3.5% (down from 4.0% in 3Q 2024). The decrease in margin was driven by lower revenue. EPS: US$0.41 (down from US$0.48 in 3Q 2024). Trump has pledged to "unleash" American oil and gas and these 15 US stocks have developments that are poised to benefit. All figures shown in the chart above are for the trailing 12 month (TTM) period Revenue missed analyst estimates by 2.0%. Earnings per share (EPS) also missed analyst estimates by 11%. Looking ahead, revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Chemicals industry in the US. Performance of the American Chemicals industry. The company's shares are down 17% from a week ago. It is worth noting though that we have found 1 warning sign for RPM International that you need to take into consideration. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Sign in to access your portfolio
Yahoo
08-04-2025
- Business
- Yahoo
RPM International (RPM) Misses Q3 Earnings and Revenue Estimates
RPM International (RPM) came out with quarterly earnings of $0.35 per share, missing the Zacks Consensus Estimate of $0.52 per share. This compares to earnings of $0.52 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of -32.69%. A quarter ago, it was expected that this specialty chemicals company would post earnings of $1.35 per share when it actually produced earnings of $1.39, delivering a surprise of 2.96%. Over the last four quarters, the company has surpassed consensus EPS estimates two times. RPM International , which belongs to the Zacks Chemical - Specialty industry, posted revenues of $1.48 billion for the quarter ended February 2025, missing the Zacks Consensus Estimate by 2.49%. This compares to year-ago revenues of $1.52 billion. The company has topped consensus revenue estimates two times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. RPM International shares have lost about 13.3% since the beginning of the year versus the S&P 500's decline of -13.9%. While RPM International has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for RPM International: unfavorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #4 (Sell) for the stock. So, the shares are expected to underperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. It will be interesting to see how estimates for the coming quarters and current fiscal year change in the days ahead. The current consensus EPS estimate is $1.78 on $2.09 billion in revenues for the coming quarter and $5.50 on $7.42 billion in revenues for the current fiscal year. Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Chemical - Specialty is currently in the bottom 25% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1. One other stock from the same industry, Perimeter Solutions, SA (PRM), is yet to report results for the quarter ended March 2025. This company is expected to post quarterly loss of $0.09 per share in its upcoming report, which represents a year-over-year change of +52.6%. The consensus EPS estimate for the quarter has been revised 5.3% lower over the last 30 days to the current level. Perimeter Solutions, SA's revenues are expected to be $67.88 million, up 15% from the year-ago quarter. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report RPM International Inc. (RPM) : Free Stock Analysis Report Perimeter Solutions, SA (PRM) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Sign in to access your portfolio
Yahoo
08-04-2025
- Business
- Yahoo
RPM International Stock Drops on DayGlo Parent's Weaker-Than-Expected Results
Shares of RPM International (RPM) sank Tuesday as the specialty coatings and sealants company reported fiscal third-quarter results that came in weaker than analysts projected. The maker of DayGlo and Rust-Oleum posted adjusted earnings per share (EPS) of $0.35 on revenue that fell 3% year-over-year to $1.48 billion. Analysts polled by Visible Alpha expected $0.48 and $1.5 billion, respectively. "The unfavorable weather conditions we discussed in early January continued and became more widespread as the third quarter progressed," CEO Frank Sullivan said. "Unseasonably cold weather in the southern U.S. and wildfires in the west reduced demand in geographies that typically have more construction and outdoor project activity in winter months." For the fourth quarter, RPM sees flat sales and adjusted EBIT growth in a low-single-digit percentage range, both below expectations. Shares fell more than 4% in recent trading, and have lost close to a fifth of their value since the start of the year. Read the original article on Investopedia Sign in to access your portfolio
Yahoo
07-03-2025
- Business
- Yahoo
RPM International Inc. (NYSE:RPM) is favoured by institutional owners who hold 84% of the company
Institutions' substantial holdings in RPM International implies that they have significant influence over the company's share price The top 12 shareholders own 50% of the company Using data from analyst forecasts alongside ownership research, one can better assess the future performance of a company If you want to know who really controls RPM International Inc. (NYSE:RPM), then you'll have to look at the makeup of its share registry. And the group that holds the biggest piece of the pie are institutions with 84% ownership. Put another way, the group faces the maximum upside potential (or downside risk). Because institutional owners have a huge pool of resources and liquidity, their investing decisions tend to carry a great deal of weight, especially with individual investors. Therefore, a good portion of institutional money invested in the company is usually a huge vote of confidence on its future. Let's delve deeper into each type of owner of RPM International, beginning with the chart below. See our latest analysis for RPM International Institutions typically measure themselves against a benchmark when reporting to their own investors, so they often become more enthusiastic about a stock once it's included in a major index. We would expect most companies to have some institutions on the register, especially if they are growing. As you can see, institutional investors have a fair amount of stake in RPM International. This suggests some credibility amongst professional investors. But we can't rely on that fact alone since institutions make bad investments sometimes, just like everyone does. When multiple institutions own a stock, there's always a risk that they are in a 'crowded trade'. When such a trade goes wrong, multiple parties may compete to sell stock fast. This risk is higher in a company without a history of growth. You can see RPM International's historic earnings and revenue below, but keep in mind there's always more to the story. Investors should note that institutions actually own more than half the company, so they can collectively wield significant power. Hedge funds don't have many shares in RPM International. The Vanguard Group, Inc. is currently the largest shareholder, with 11% of shares outstanding. BlackRock, Inc. is the second largest shareholder owning 10% of common stock, and Aristotle Capital Management, LLC holds about 7.0% of the company stock. Additionally, the company's CEO Frank Sullivan directly holds 0.8% of the total shares outstanding. After doing some more digging, we found that the top 12 have the combined ownership of 50% in the company, suggesting that no single shareholder has significant control over the company. While it makes sense to study institutional ownership data for a company, it also makes sense to study analyst sentiments to know which way the wind is blowing. There are plenty of analysts covering the stock, so it might be worth seeing what they are forecasting, too. The definition of company insiders can be subjective and does vary between jurisdictions. Our data reflects individual insiders, capturing board members at the very least. Management ultimately answers to the board. However, it is not uncommon for managers to be executive board members, especially if they are a founder or the CEO. I generally consider insider ownership to be a good thing. However, on some occasions it makes it more difficult for other shareholders to hold the board accountable for decisions. We can see that insiders own shares in RPM International Inc.. The insiders have a meaningful stake worth US$201m. It is good to see this level of investment. You can check here to see if those insiders have been buying recently. With a 15% ownership, the general public, mostly comprising of individual investors, have some degree of sway over RPM International. This size of ownership, while considerable, may not be enough to change company policy if the decision is not in sync with other large shareholders. While it is well worth considering the different groups that own a company, there are other factors that are even more important. For instance, we've identified 1 warning sign for RPM International that you should be aware of. But ultimately it is the future, not the past, that will determine how well the owners of this business will do. Therefore we think it advisable to take a look at this free report showing whether analysts are predicting a brighter future. NB: Figures in this article are calculated using data from the last twelve months, which refer to the 12-month period ending on the last date of the month the financial statement is dated. This may not be consistent with full year annual report figures. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. 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