Opinions David Driscoll
Sherwin-Williams Co.SHWCOMMENTFeb 15, 2019
David DriscollStock price when the opinion was issued
As of Jun 05, 2026. Market Open.
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The home reno space has been in a slump, because people have been travelling and enjoying experiences. During Covid, they stayed home and renovated, which she feels will return, because there isn't enough housing to buy. So, people will stay in their homes and fix them up. Lower material costs will help. HD and Sherwin Williams are buys now.
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Premium contentAn excellent company that delivered a great quarter. That said, he prefers Lowe's.
Gordon ReidPremium contentStockchase Research Editor: Michael O'Reilly SHW is well positioned for the home improvement trend underway during the pandemic. Recent earnings reported a 28% increase in EPS and cash increased by over 40% to over $1 billion compared to last year. There was a slight slow down in their performance coatings division due to the pandemic, but consumer brands were up 21% in sales. The company guidance has increased its second half EPS outlook by 14%. We also like that the dividend payout ratio of less than 30% means safety in the dividend going forward. Yield 0.85%
Gordon Reid
