Southern Copper vs Sherwin-Williams
This page compares Southern Copper Corp. and Sherwin-Williams Company, The, and covers their business models, financial performance, and market context in a neutral, accessible way. It presents clear information for readers seeking context without recommendations. Educational content, not financial advice.
This page compares Southern Copper Corp. and Sherwin-Williams Company, The, and covers their business models, financial performance, and market context in a neutral, accessible way. It presents clear ...
Why It's Moving
Southern Copper Hits 52-Week High After Crushing Q3 Earnings Expectations
- Q3 net sales soared 15.2% year-over-year to a record $3.38 billion, beating estimates of $3.05 billion, driven by higher volumes of silver, molybdenum, and zinc, signaling diversified revenue resilience.[1][3][4]
- Earnings per share of $1.35 topped forecasts by $0.09, highlighting cost discipline and expansion plans that position SCCO for sustained copper market deficits tied to AI and decarbonization trends.[1][3]
- Board hiked quarterly dividend to $0.90 per share in late October, reflecting confidence in converting profitability into shareholder returns despite a minor insider sale of 400 shares on December 3.[1][3][4]
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.
Southern Copper Hits 52-Week High After Crushing Q3 Earnings Expectations
- Q3 net sales soared 15.2% year-over-year to a record $3.38 billion, beating estimates of $3.05 billion, driven by higher volumes of silver, molybdenum, and zinc, signaling diversified revenue resilience.[1][3][4]
- Earnings per share of $1.35 topped forecasts by $0.09, highlighting cost discipline and expansion plans that position SCCO for sustained copper market deficits tied to AI and decarbonization trends.[1][3]
- Board hiked quarterly dividend to $0.90 per share in late October, reflecting confidence in converting profitability into shareholder returns despite a minor insider sale of 400 shares on December 3.[1][3][4]
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.
Which Baskets Do They Appear In?
America's Copper Advantage: Tariffs Reshape The Market
The U.S. has imposed a 50% tariff on certain copper imports, causing market volatility and creating a potential advantage for domestic producers. This theme focuses on U.S.-based copper fabricators and refiners who stand to benefit from these protectionist measures.
Published: July 31, 2025
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Published: June 17, 2025
Explore BasketResource Nationalism Portfolio
This carefully selected collection features companies with strategic control over essential, finite resources in politically stable regions. As global demand for critical materials grows, these stocks offer a powerful defense against international supply chain disruptions.
Published: June 17, 2025
Explore BasketWhich Baskets Do They Appear In?
America's Copper Advantage: Tariffs Reshape The Market
The U.S. has imposed a 50% tariff on certain copper imports, causing market volatility and creating a potential advantage for domestic producers. This theme focuses on U.S.-based copper fabricators and refiners who stand to benefit from these protectionist measures.
Published: July 31, 2025
Explore BasketElectrification Essentials
Power up your portfolio with companies that form the backbone of our electric future. These carefully selected stocks represent firms providing the indispensable materials and infrastructure needed for the global energy transition.
Published: June 17, 2025
Explore BasketResource Nationalism Portfolio
This carefully selected collection features companies with strategic control over essential, finite resources in politically stable regions. As global demand for critical materials grows, these stocks offer a powerful defense against international supply chain disruptions.
Published: June 17, 2025
Explore BasketInvestment Analysis
Southern Copper
SCCO
Pros
- Southern Copper has a strong dividend yield of 6.4% projected for 2025, rising from 4.6% in 2024, which is attractive for income-focused investors.
- The company benefits from operational efficiency gains, reporting a 2% net income increase in Q2 2025 despite a 2% decline in sales due to lower copper prices.
- Southern Copper is positioned to capitalize on structural copper demand drivers, including decarbonization and AI technologies, alongside anticipated market copper deficits and low inventories.
Considerations
- Copper production slightly declined by 1% in Q2 2025, signaling potential operational challenges in key resources.
- The company faces geopolitical risks, notably US-China trade tensions and potential tariffs on US copper imports that could affect profitability.
- Analyst consensus is cautious with a 'Hold' rating and projected downside of about 14% from current stock prices, reflecting concerns about near-term valuation and growth.
Pros
- Sherwin-Williams maintains a strong dividend payout with a low payout ratio of 27.66%, indicating sustainable dividend payments and financial prudence.
- The company enjoys a leading market position in the paint and coatings industry, supported by a robust brand and wide distribution network.
- Revenue and profitability are supported by steady demand in construction and industrial coatings, with innovation in product offerings helping drive growth.
Considerations
- Sherwin-Williams is exposed to raw material price volatility, particularly in chemicals and pigments, which can pressure margins.
- The company faces competitive pressures from both global and regional paint manufacturers, requiring continuous investment in marketing and innovation.
- Market cyclicality linked to the construction sector can create fluctuating demand that impacts Sherwin-Williams’ sales and earnings stability.
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