Sherwin-Williams (SHW)
What the price implies
A reverse DCF: instead of guessing a fair value, it asks what growth today's price already assumes. How it works.
At a market value of $80.0B, Sherwin-Williams's free cash flow of $2.7B (fiscal 2025) would need to grow about 10% a year for the stock to be worth today's price. That is close to what the company has delivered over the last 9 years.
Assumes a 9% discount rate and 3% growth after year 10, on free cash flow (operating cash flow minus capital spending) from Sherwin-Williams's SEC filings. Change any assumption, or model revenue and margins instead, in the Modeling tab, or try your own numbers in the reverse DCF calculator.
Fundamental grade
Five factors scored 1 to 9 from SHW's latest numbers, weighted into one grade. It describes the business, not whether the stock is a buy.
Key numbers
Results from SEC filings
Fiscal years, from Sherwin-Williams's 10-K filings. The deep dive has 15+ years, quarters and every line.
| Fiscal year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue | $19.9B | $22.1B | $23.1B | $23.1B | $23.6B |
| Net income | $1.9B | $2.0B | $2.4B | $2.7B | $2.6B |
| Free cash flow | $1.9B | $1.3B | $2.6B | $2.1B | $2.7B |
| EPS (diluted) | $6.98 | $7.72 | $9.25 | $10.55 | $10.26 |
| Operating margin | 15.5% | 15.3% | 18.1% | — | — |
Where the revenue comes from
Revenue by segments, fiscal 2025.
Superinvestors who own SHW
From each investor's latest 13F filing (what a 13F shows). 8 of the investors we track hold it.
| Investor | Last quarter | Value | % of portfolio | Quarter |
|---|---|---|---|---|
| Andreas Halvorsen Viking Global Investors |
Added | $1.3B | 3.8% | Q2 2026 |
| Hersh Cohen ClearBridge Investments |
Trimmed | $747M | 0.62% | Q2 2026 |
| Lee Ainslie Maverick Capital |
Added | $198M | 1.7% | Q2 2026 |
| Chase Coleman Tiger Global Management |
Held | $89M | 0.37% | Q2 2026 |
| Cliff Asness AQR Capital Management |
Trimmed | $39M | 0.01% | Q2 2026 |
| Tom Gayner Markel Group Inc. |
Held | $32M | 0.25% | Q2 2026 |
| Joel Greenblatt Gotham Asset Management |
Added | $11M | 0.03% | Q2 2026 |
| Mario Gabelli GAMCO Investors |
Added | $3M | 0.03% | Q2 2026 |
Insider buying
Open-market purchases by Sherwin-Williams's executives and directors in the last 12 months, from SEC Form 4 filings. What insider buying tells you.
| Date | Insider | Shares | Price | Value |
|---|---|---|---|---|
| Feb 24, 2026 | Ro Khanna |
0 | $365.05 | — |
| Feb 24, 2026 | Ro Khanna |
0 | $365.05 | — |
| Feb 24, 2026 | Ro Khanna |
0 | $365.05 | — |
| Jan 29, 2026 | Ro Khanna |
0 | $354.94 | — |
| Jan 29, 2026 | Ro Khanna |
0 | $354.94 | — |
| Jan 29, 2026 | Ro Khanna |
0 | $354.94 | — |
| Nov 10, 2025 | Ro Khanna |
0 | $342.51 | — |
| Nov 10, 2025 | Ro Khanna |
0 | $342.51 | — |
| Nov 10, 2025 | Ro Khanna |
0 | $342.51 | — |
| Nov 3, 2025 | Ro Khanna |
0 | $345.71 | — |
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In the full deep dive
Questions
What growth does Sherwin-Williams's stock price imply?
At a market value of $80.0B, Sherwin-Williams would need its free cash flow to grow about 10% a year for 10 years (discounted at 9%, 3% growth after that) to be worth today's price. Over the last 9 years its free cash flow grew 11% a year.
Are Sherwin-Williams insiders buying the stock?
10 open-market insider purchases of SHW in the last 12 months, from SEC Form 4 filings.
Which superinvestors own Sherwin-Williams?
8 of the superinvestors Investingly tracks hold SHW in their latest 13F, including Andreas Halvorsen, Hersh Cohen, Lee Ainslie.
Prices and ratios as of Oct 7, 2026; statements from SEC filings. Information only, not investment advice. Superinvestor holdings come from 13F filings, which are filed up to 45 days after each quarter ends.