SHWSHERWIN WILLIAMS CO
Retail-Building Materials, Hardware, Garden Supply
- Revenue
- $23.6B
- 2.1% YoY
- Operating margin
- —
- EBITDA
- —
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- —
- $11.5B net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear134% of net incomeCash flow under 80% of net income
- Dilutive SBCClear1% of revenueOver 10% of revenue
- Payouts exceed cash flowClear23% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear30% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $19.9B | $22.1B | $23.1B | $23.1B | $23.6B | 2.1% |
| Operating income | $3.1B | $3.4B | $4.2B | — | — | |
| Net income | $1.9B | $2.0B | $2.4B | $2.7B | $2.6B | 4.2% |
| Operating cash flow | $2.2B | $1.9B | $3.5B | $3.2B | $3.5B | 9.5% |
| Capex | $372M | $645M | $888M | $1.1B | $798M | 25% |
| Stock-based comp | $98M | $100M | $116M | $138M | $124M | 11% |
| Dividends | $587M | $619M | $624M | $723M | $790M | 9.2% |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
No pay-versus-performance disclosure yet.