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's positioning. Educational content, not financial advice.
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 Dividend Hits Record Streak as Earnings Strength Battles Investor Caution
- Q4 2025 earnings crushed estimates with $2.23 EPS and $5.6B revenue, boosting profitability and margins in a tough demand environment.
- 47th consecutive dividend increase to $0.80 per share payable March 13 signals financial discipline and appeals to income investors.
- Mixed analyst views—Mizuho upgrades to outperform—clash with post-earnings dips of 1.66% on March 6 and 3.51% on March 5, highlighting execution risks.
Analyst Consensus Turns Bullish on CRH as Wall Street Eyes 37% Upside Potential
- Analysts cite CRH's fortress position as the largest U.S. aggregate and asphalt producer, bolstered by 8% compound paving growth over five years and robust capital deployment strategies signaling confidence in organic acceleration
- Foreign exchange headwinds and persistent inflation loom as near-term headwinds that could erode pricing power across the company's product portfolio, while residential and non-residential construction demand remains uncertain
- Management is returning capital aggressively through a $300 million share buyback program running through April 2026, a move that typically signals confidence in intrinsic value among company insiders
Sherwin-Williams Dividend Hits Record Streak as Earnings Strength Battles Investor Caution
- Q4 2025 earnings crushed estimates with $2.23 EPS and $5.6B revenue, boosting profitability and margins in a tough demand environment.
- 47th consecutive dividend increase to $0.80 per share payable March 13 signals financial discipline and appeals to income investors.
- Mixed analyst views—Mizuho upgrades to outperform—clash with post-earnings dips of 1.66% on March 6 and 3.51% on March 5, highlighting execution risks.
Analyst Consensus Turns Bullish on CRH as Wall Street Eyes 37% Upside Potential
- Analysts cite CRH's fortress position as the largest U.S. aggregate and asphalt producer, bolstered by 8% compound paving growth over five years and robust capital deployment strategies signaling confidence in organic acceleration
- Foreign exchange headwinds and persistent inflation loom as near-term headwinds that could erode pricing power across the company's product portfolio, while residential and non-residential construction demand remains uncertain
- Management is returning capital aggressively through a $300 million share buyback program running through April 2026, a move that typically signals confidence in intrinsic value among company insiders
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
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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Sherwin-Williams (SHW) Next Earnings Date
Sherwin-Williams' next earnings date is estimated between April 23 and April 28, 2026, with some sources pinpointing April 28, 2026, as the company has not yet announced an official date. This report will cover Q1 2026 results, following the Q4 2025 earnings released on January 29, 2026. Investors should monitor official channels for confirmation, as estimates are based on historical patterns.
CRH (CRH) Next Earnings Date
CRH's next earnings date is estimated between May 4 and May 12, 2026, following the company's recent release of H2 and full-year 2025 results on February 18, 2026. This upcoming report will cover Q1 2026 results, aligning with CRH's historical pattern of quarterly announcements in early May. No specific date has been officially confirmed yet.
Sherwin-Williams (SHW) Next Earnings Date
Sherwin-Williams' next earnings date is estimated between April 23 and April 28, 2026, with some sources pinpointing April 28, 2026, as the company has not yet announced an official date. This report will cover Q1 2026 results, following the Q4 2025 earnings released on January 29, 2026. Investors should monitor official channels for confirmation, as estimates are based on historical patterns.
CRH (CRH) Next Earnings Date
CRH's next earnings date is estimated between May 4 and May 12, 2026, following the company's recent release of H2 and full-year 2025 results on February 18, 2026. This upcoming report will cover Q1 2026 results, aligning with CRH's historical pattern of quarterly announcements in early May. No specific date has been officially confirmed yet.
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