Sherwin-WilliamsCRH

Sherwin-Williams vs CRH

This page compares Sherwin-Williams and CRH plc, examining business models, financial performance, and market context. It presents neutral, accessible insights to help readers understand each company'...

Why It's Moving

Sherwin-Williams

Sherwin-Williams Dividend Hits Investor Radars Amid Recent Share Price Dip.

  • Quarterly dividend of $0.79 per share paid on December 5th to shareholders of record on November 14th, underscoring steady cash return amid market choppiness.
  • AllianceBernstein L.P. trimmed its SHW stake by 4.7% in Q2, signaling selective caution from big holders in a softening demand environment.
  • Q2 earnings beat estimates with $3.59 EPS and $6.36B revenue, though full-year outlook adjusted lower for persistent demand weakness and accelerated restructuring costs.
Sentiment:
⚖️Neutral
CRH

CRH surges on S&P 500 inclusion and aggressive share buyback momentum.

  • S&P 500 addition announced in quarterly review, with shares up 7.1% in pre-market and 6.3% in London trading, drawing index fund buying pressure.
  • Repurchased 2.4 million NYSE-listed shares worth $0.3 billion from August to November, pushing total returns to shareholders to $9.4 billion since 2018.
  • New $0.3 billion buyback via Santander starts November 6 and runs through February 2026, plus December 10 transaction, underscoring robust balance sheet.
Sentiment:
🐃Bullish

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

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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

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Investment Analysis

Pros

  • Sherwin-Williams delivered better-than-expected earnings and revenue in Q3 2025, reflecting strong operational performance.
  • The company maintains a high return on equity, consistently above 60% over the past decade, indicating efficient use of shareholder capital.
  • Sherwin-Williams has a robust track record of returning value to shareholders through dividends and share repurchases, with 47 consecutive years of dividend payments.

Considerations

  • The stock trades above its fair value estimate, suggesting limited upside potential based on current fundamentals.
  • Recent price increases for the Paint Stores Group may impact customer demand if economic conditions weaken or competition intensifies.
  • The company's forward price-to-earnings ratio is relatively high, which could make the stock vulnerable to valuation corrections.
CRH

CRH

CRH

Pros

  • CRH benefits from a diversified global presence in construction materials, providing resilience across different regional markets.
  • The company has demonstrated stable revenue growth and strong cash generation, supporting ongoing investment and shareholder returns.
  • CRH maintains a solid balance sheet with manageable debt levels, enhancing its ability to weather economic downturns.

Considerations

  • CRH's performance is closely tied to the construction sector, making it sensitive to cyclical economic fluctuations and changes in infrastructure spending.
  • The company faces margin pressures from volatile raw material costs and energy prices, which can affect profitability.
  • Recent stock performance has lagged the broader market, indicating potential challenges in maintaining investor confidence amid sector headwinds.

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