Sherwin-WilliamsEcolab

Sherwin-Williams vs Ecolab

This page compares Sherwin-Williams and Ecolab, examining how their business models, financial performance, and market context differ. It presents neutral, accessible information to help readers under...

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:
βš–οΈNeutral
Ecolab

Ecolab Boosts Dividend 12% for 34th Straight Year, Signaling Robust Confidence in Growth.

  • Dividend raise to $0.73 quarterly lifts annual payout to $2.92, reflecting sustained profitability after another year of double-digit EPS gains.
  • Beck highlighted disciplined capital allocation enabling shareholder returns alongside innovation investments.
  • Recent executive stock option grants to EVPs underscore alignment with long-term performance incentives.
Sentiment:
πŸƒBullish

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 reported better-than-expected Q3 2025 EPS and revenue, indicating strong operational performance and market demand.
  • The company has a solid track record with 47 consecutive years of dividend payments and a current dividend yield near 0.96%, reflecting stable shareholder returns.
  • Sherwin-Williams is implementing restructuring initiatives expected to save $40 million in 2025, showing a focus on cost efficiency and margin improvement.

Considerations

  • Sales growth remains modest with revenue increasing only around 1.58% in 2025, suggesting limited near-term expansion.
  • The stock trades at a relatively high forward P/E ratio near 28, which may imply valuation risk if growth expectations are not met.
  • The business faces a softer demand environment and execution challenges, particularly in the Consumer Brands segment, which remains under pressure.

Pros

  • Ecolab has a large market cap near $78 billion and a diversified business model in capital goods and basic materials, providing some defensive qualities.
  • The company exhibits moderate beta around 1.07, reflecting relatively lower volatility compared to Sherwin-Williams and potential for steadier returns.
  • Ecolab wins in several financial health and valuation metrics compared to Sherwin-Williams, indicating potentially stronger balance sheet and operational efficiency.

Considerations

  • Ecolab’s forward P/E ratio is higher at about 37, suggesting the stock is valued for high growth which may be challenging to sustain.
  • Profit growth and returns appear slower with EPS growth projections lower than Sherwin-Williams, indicating potential limitations on earnings acceleration.
  • The company’s performance ratings and stock momentum metrics are generally weaker compared to Sherwin-Williams, indicating possible market and operational headwinds.

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