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The SherWin-Williams Company BUY Packet. Overview. Exchange: NYSE Sector: Industrial Materials Industry: Chemicals Market Cap: 17.9 Billion PEG Ratio: 0.5 ROE (2yr): 32.14 Current Price: $178.05 52 week range: $153.94-$198.47. Company. Paint and Coating Production
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Overview • Exchange: NYSE • Sector: Industrial Materials • Industry: Chemicals • Market Cap: 17.9 Billion • PEG Ratio: 0.5 • ROE (2yr): 32.14 • Current Price: $178.05 • 52 week range: $153.94-$198.47
Company • Paint and Coating Production • Larges Coatings Company in U.S. third largest worldwide • Professional Painters • Homeowners • Server Industrial, Commercial, Private customers • Products • Paint Stores, Consumer Group, Global Finishes, Latin America Coatings Group • 3,520 Retail locations in 50 states • HQ: Cleveland, OH
Segments • Paint Stores- • Sell Branded Products, 4000+ retail locations • Consumer Group- • Variety of products sold through other retailers • Global Finishes Group- • Aerospace, Marine, Automotive protective finishes • Latin America Coatings Group- • Sells paints and coatings
Recent news • Acquisition of Comex- Mexican based, increase net sales in Mexico, U.S. and Canada • Second Largest specialty paint organization in Americas • Earnings Report: Q4 • - Missed EPS: Reported $1.16, expected$1.26 • - Revenue: Reported $2.46 billion, expected $2.43 billion
Thesis • Sherwin-Williams is a strong company with continued revenue growth over the past five years despite tough economic times. • With the recovery of the housing market and the company’s specialty focus, Sherwin-Williams is poised to continue growth • Wide range of clients (brand loyalty) • Key growth in Retail
Future Difficulties • Economic uncertainty • Return for the housing market and construction spending