SHERWIN-WILLIAMS CO SHW

August 29, 2022 - 6:15pm EST by

member

						2022	2023
Price:		234.00		EPS		8.5	0
Shares Out. (in M):		258		P/E		27	0
Market Cap (in $M):		60,650		P/FCF		27	0
Net Debt (in $M):		12,000		EBIT		0	0
TEV (in $M):		72,000		TEV/EBIT		0	0

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#	AUTHOR DATE SUBJECT
14	member 10/13/22 8:14PM Re: Trough Earning Modeling 13
Those segment numbers are we they are booking right now. When/if revenue trajectory ever looks flattish then 30x is a mighty high cliff to fall off of. 1 view available tags
10	member 10/13/22 11:57AM Re: silliness 8
Residential repaint and DIY are big slugs of their business. People paint when they move into a new place. With mortgages going from <3% to >7%.... who's moving? 1 view available tags
8	member 10/13/22 11:21AM silliness
How much bigger can they get? How are they going to get $10/share in earnings like street has modeled? Even if they get $10 it will still be expense. Their paint is already the absolute most expensive... login to read the rest 2 view available tags
6	member 10/11/22 6:47PM SHW historical valuation.
I sure hope I own this one somewhere/anywhere near the bottom. But I worry about identifying the correct valuation. I look at this historical valuation chart and I gulp. Did the business get that much... login to read the rest 6 view available tags
4	member 9/13/22 9:00AM Valspar
Thanks for the write up, i am a big fun of Sherwin and have been shareholder for a long period of time.I had 2 questions:1) What do you make of the Valspar acquisition? Some argue that... login to read the rest 3 view available tags
3	member 8/31/22 10:29AM Re: Exit Multiple 1
Hi Krusty. It is a valid question. How I see it, if it stays at the historic 22-23x, then it should work out long term very well and I will likely remain invested LT at... login to read the rest view available tags
2	member 8/30/22 8:08PM Re: Exit Multiple 1
For the record, you used 27x, not 27.5x. My mistake. 1 view available tags
1	member 8/30/22 8:07PM Exit Multiple
MarAzul, thank you for the write up. A simple, perhaps annoying question: why should SHW trade at 27.5x? It's a great company, no doubt, but prior to covid this stock traded at an average forward... login to read the rest 9 view available tags

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