Sherwin-Williams remains the dominant US architectural coatings franchise with strong pricing power and store-network moat. Housing turnover remains depressed but pro contractor business holds. Limited international or geopolitical catalysts.
Thesis reviewed May 29, 2026
The Sherwin-Williams Company is headquartered in United States, which is currently showing elevated risk signals.
πΊπΈUnited States82EXITView United States risk detail βπ§±Materials20WATCH| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| DD | DuPont de Nemours, Inc. | 26 | +6% | β7% | EARLY |
| PPG | PPG Industries, Inc. | 26 | +1% | β7% | NEUTRAL |
| DOW | Dow Inc. | 26 | +1% | β7% | NEUTRAL |
| NUE | Nucor Corporation | 26 | +11% | β7% | EARLY |
| ECL | Ecolab Inc. | 26 | +2% | β7% | NEUTRAL |
| APD | Air Products and Chemicals, Inc. | 26 | -9% | β7% | AVOID |
| SHW | The Sherwin-Williams Company | 26 | +2% | β7% | NEUTRAL |
Investors who hold SHW may also have indirect exposure through these country funds.
SHW Q1 2026 same-store sales +3%; pricing flat-to-positive
Estimates Β· Yahoo Finance Β· Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Maria Elvira SalazarFL | Buy | $1kβ$15k | May 12, 26 | ||
| Maria Elvira SalazarFL | R | Buy | Unknown amount | Apr 20, 26 | -3.8% |
| Shelley M Capito | Buy | $1kβ$15k | Aug 1, 25 | -15.7% | |
| Jared MoskowitzFL | D | Buy | $1kβ$15k | Nov 8, 24 | -18.2% |
| Jared MoskowitzFL | D | Buy | $1kβ$15k | Jul 5, 24 | -10.1% |