Sherwin-WilliamsAgnico Eagle

Sherwin-Williams vs Agnico Eagle

Sherwin-Williams Company, The vs Agnico Eagle Mines Ltd are compared on this page, highlighting how their business models, financial performance, and market context relate. The discussion covers strat...

Why It's Moving

Sherwin-Williams

Sherwin-Williams Earnings Beat Fuels Rally Amid Cautious 2026 Outlook

  • Q4 adjusted EPS topped forecasts at $2.23 versus $2.16 expected, while revenue hit $5.595 billion against $5.544 billion anticipated, boosting gross profit to $2.712 billion.
  • Management guided 2026 adjusted earnings to $11.50-$11.90 per share, below Street estimates of $12.42, citing tough-to-gauge housing market dynamics.
  • Supply chain exec Colin Davie sold 2,976 shares for $1.06 million on February 2 after exercising options, as shares traded around $359.
Sentiment:
πŸƒBullish
Agnico Eagle

AEM Powers Ahead with Bullish Momentum as Gold Miner's Technicals Signal Strength Ahead of Earnings.

  • Momentum surges with a top-tier Style Score of A and recent price gains of 15.43% year-to-date in 2026, bolstered by four buy signals outpacing two sell signals.
  • Analysts lifted 2025 earnings estimates by $0.14 to $8.13 per share in the last 60 days, reflecting confidence in operational resilience and an average earnings surprise of +11.6%.
  • Strong balance sheet shines through $1.19B free cash flow in Q3 2025 and a net cash position of $2.16B, reinforcing financial flexibility amid steady 3.3-3.5M oz gold production guidance.
Sentiment:
πŸƒBullish

Investment Analysis

Pros

  • Sherwin-Williams reported a 3.2% year-over-year sales increase in Q3 2025, exceeding analyst expectations with $6.36 billion revenue.
  • The company achieved a 6.5% increase in adjusted earnings per share, reaching $3.59 in Q3 2025, demonstrating solid profitability growth.
  • Strong cash flow generation with a 21.7% growth in net operating cash flow to $1.31 billion, and a slight gross margin expansion to 49.2%.

Considerations

  • Sherwin-Williams faces mixed results across its business segments, indicating uneven performance within parts of its operations.
  • The company's forward price-to-earnings ratio of about 28.16 suggests a relatively high valuation compared to historical averages.
  • Market sensitivity with a beta of 1.20 indicates stock price volatility above the market average, implying higher risk.

Pros

  • Agnico Eagle Mines has a substantial market capitalization over $80 billion, reflecting strong investor confidence and scale.
  • The company's enterprise value of approximately $78.66 billion surpasses many peers, showcasing solid market positioning.
  • Agnico Eagle has delivered significant market cap growth near 85% in the past year, evidencing robust expansion and investor interest.

Considerations

  • Agnico Eagle's exposure to gold mining subjects it to commodity price fluctuations, which can impact revenue stability.
  • The company operates in a sector with inherent geopolitical and regulatory risks tied to mining operations globally.
  • High valuation metrics relative to some industry peers could limit upside potential if gold prices or operational conditions deteriorate.

Related Market Insights

America's Housing Market Roars Back: The Homebuilding Stocks to Watch

America's housing market is surging with new home sales up 7.4%. Discover top homebuilding stocks and suppliers benefiting from this powerful rebound. Invest with Nemo.

Author avatar

Aimee Silverwood | Financial Analyst

July 25, 2025

Read Insight

The Umansky Effect: Why Luxury Housing Stocks Could Defy Market Gravity

Discover why luxury housing stocks may defy market trends. Mauricio Umansky predicts strength in high-end real estate, creating unique investment opportunities. Explore the Neme.

Author avatar

Aimee Silverwood | Financial Analyst

July 25, 2025

Read Insight

Sherwin-Williams (SHW) Next Earnings Date

Sherwin-Williams (SHW) released its Q4 and full-year 2025 earnings on January 29, 2026, just prior to the current date. The next earnings report is for Q1 2026, expected in late April 2026 based on historical patterns, with estimates ranging from April 23 to May 5, 2026. Investors should monitor official company announcements for the confirmed date and time.

Agnico Eagle (AEM) Next Earnings Date

Agnico Eagle Mines Ltd (AEM) is estimated to report its next earnings on February 12, 2026. This release will cover the Q4 2025 quarter, aligning with the company's historical late-February reporting pattern for year-end results. A conference call is typically scheduled the following day to discuss the outcomes.

Which Baskets Do They Appear In?

The Umansky Effect: Riding the Luxury Housing Wave

The Umansky Effect: Riding the Luxury Housing Wave

This curated collection focuses on companies set to benefit from the continued strength in luxury real estate. Based on insights from The Agency CEO Mauricio Umansky, these stocks span premium homebuilders, high-end material suppliers, and luxury furnishing brands positioned to thrive in a resilient high-end housing market.

Published: July 1, 2025

Explore Basket
U.S. Homebuilding Rebound

U.S. Homebuilding Rebound

Recent data shows new home sales jumping 7.4% monthly, signaling a strong housing market revival. This collection features carefully selected homebuilders and suppliers positioned to benefit from increasing construction activity and rising home prices.

Published: June 30, 2025

Explore Basket

Buy SHW or AEM in Nemo

Nemo Logo Fade
πŸ†“

Zero Commission

Trade stocks, ETFs, and more with zero commission. Keep more of your returns.

πŸ”’

Trusted & Regulated

Part of Exinity Group 2015, serving over a million customers globally.

πŸ’°

6% Interest on Cash

Earn 6% AER on uninvested cash with daily interest payments.

Discover More Comparisons

Sherwin-WilliamsEcolab

Sherwin-Williams vs Ecolab

Sherwin-Williams vs Ecolab: stock comparison

Sherwin-WilliamsVale

Sherwin-Williams vs Vale

Sherwin-Williams vs Vale: Company comparison

Sherwin-WilliamsCRH

Sherwin-Williams vs CRH

Sherwin-Williams vs CRH: business comparison

Frequently asked questions