NewmontSherwin-Williams

Newmont vs Sherwin-Williams

Global gold producer operating mines across continents vs Global paint and coatings manufacturer with large distribution network. Which is the better buy for your portfolio in September 2026? Plain-English answer below.

Newmont runs the world's largest gold mining operation across multiple continents while Sherwin-Williams paints the walls of homes, offices, and industrial facilities with the most trusted coatings br...

Why It’s Moving

Newmont

Newmont’s rally is cooling as investors reassess earnings momentum and gold-sector support.

  • Shares have been edging lower after a strong summer rally, with traders taking profits as gold-related momentum cools and the stock slips alongside the broader market.
  • The most recent company-specific catalyst was Newmont’s second-quarter report in late July, which missed on revenue and slightly missed earnings expectations, keeping attention on execution despite strong free cash flow.
  • Recent chatter has also focused on insider selling and mixed analyst commentary, which is reinforcing caution around near-term upside and helping explain the downside-risk framing.
Sentiment:
🐻Bearish
Sherwin-Williams

Sherwin-Williams stays in focus as strong quarterly results and pricing actions keep sentiment firm.

  • Sherwin-Williams is drawing support from its latest quarterly results, where earnings and revenue both topped expectations, reinforcing confidence in demand and pricing power.
  • Management’s decision to raise Paint Stores Group prices by 8% is helping offset cost pressures, signaling that the company still has room to defend margins.
  • The stock is also being watched for its regular dividend payout and upcoming investor presentation later this month, which could give traders a fresh read on management’s outlook.
Sentiment:
🐃Bullish

Investment Analysis

Pros

  • Newmont has a solid financial foundation with a low debt-to-equity ratio, reducing reliance on debt financing.
  • The company operates a diversified portfolio across multiple continents, including 17 wholly or majority-owned mines and joint ventures.
  • Newmont benefits from significant gold reserves expected to produce roughly 5.6 million ounces of gold in 2025 along with valuable byproduct metals.

Considerations

  • The complexity of managing operations across four continents can increase operational risks and cost challenges.
  • Insider selling activity involving over 16,000 shares in recent months may raise concerns about executive confidence in near-term stock performance.
  • Stock price forecasts show some downside risk, with predictions suggesting a potential decline of around 6% by the end of 2025.

Pros

  • Sherwin-Williams completed a $1.15 billion acquisition in Brazil, expanding its architectural paints business and geographic footprint.
  • The company maintains strong profitability with a profit margin near 12% and solid EBITDA performance.
  • Sherwin-Williams has an expected 10.44% upside in its 12-month forecast, supported by consistent dividend payments and market confidence.

Considerations

  • The company faces exposure to fluctuations in raw material costs, which can pressure margins in the basic materials sector.
  • Sherwin-Williams' dividend yield is relatively low compared to the sector average, potentially limiting income-focused investor appeal.
  • Its performance could be impacted by macroeconomic factors influencing the construction and architectural coatings markets, such as housing slowdowns.

Newmont (NEM) Next Earnings Date

The next earnings date for NEM is expected on October 22, 2026. It should cover Q3 2026 results. That timing is consistent with Newmont’s recent reporting pattern, though the company has not formally confirmed the date yet.

Sherwin-Williams (SHW) Next Earnings Date

Sherwin-Williams’ next earnings date is expected on October 27, 2026, based on its historical reporting pattern. The upcoming report should cover Q3 2026. This date is not yet confirmed by the company, but it is the current market estimate.

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