Investment case
Sherwin-Williams Company
SHW · 6 developments mapped · last assessed 2026-09-25
Market Ontology has mapped 6 macro, policy, and market developments to Sherwin-Williams Company since 2026-09-07. Each one is traced from the driver to the valuation assumption it moves, and the valuation below is run on the same engine the subscription uses.
Valuation
No validated run has been published for SHW yet, so no modelled value is shown. The SHW valuation is in the public catch-up queue.
Subscribers do not wait for the weekly cycle: they run SHW on demand, against live prices and the latest filings, and change any assumption the developments below move.
Filed financials
Current case
- Main threat
H.B. Fuller Shares Dip on Q3 2026 Revenue Miss Despite Adjusted EPS Beat
Indirect read-through on industrial and protective coatings demand, broader economic sentiment.
· Moves revenue growth rate, industrial end market demand
- Open question
H.B. Fuller Dips After Q3 Results Beat Adjusted EPS but Miss Net Revenue
Second-order effect: Similar to PPG, Sherwin-Williams' performance in industrial and performance coatings could be influenced by the 'softer industrial demand' noted by H.B. Fuller.
· Moves market growth rate for industrial coatings
What changed, by assumption
- 2026-09-25H.B. Fuller Shares Dip on Q3 2026 Revenue Miss Despite Adjusted EPS Beat
- 2026-09-07Home Depot Guides Full-Year Comps Flat to +2% as High Rates Restrain Remodeling
- 2026-09-25H.B. Fuller Dips on Q3 2026 Revenue Miss Despite Adjusted EPS Beat
- 2026-09-25H.B. Fuller Dips as Q3 Net Revenue Misses Consensus Despite Adjusted EPS Beat
- 2026-09-25H.B. Fuller Dips After Q3 Results Beat Adjusted EPS but Miss Net Revenue
- 2026-09-25H.B. Fuller dips after Q3 adjusted EPS beats but net revenue misses estimates
Event impact log
Full ledger →| Date | Mechanism | Direction | Horizon | Impact |
|---|---|---|---|---|
| 2026-09-25 | H.B. Fuller Shares Dip on Q3 2026 Revenue Miss Despite Adjusted EPS Beat | Bearish | 1-3m | 0.50 |
| 2026-09-25 | H.B. Fuller Dips After Q3 Results Beat Adjusted EPS but Miss Net Revenue | watch | 1-3m | 0.30 |
| 2026-09-25 | H.B. Fuller Dips on Q3 2026 Revenue Miss Despite Adjusted EPS Beat | Bearish | 1-3m | 0.40 |
| 2026-09-25 | H.B. Fuller Dips as Q3 Net Revenue Misses Consensus Despite Adjusted EPS Beat | watch | 1-3m | 0.30 |
| 2026-09-25 | H.B. Fuller dips after Q3 adjusted EPS beats but net revenue misses estimates | watch | 1-3m | 0.30 |
| 2026-09-07 | Home Depot Guides Full-Year Comps Flat to +2% as High Rates Restrain Remodeling | Bearish | 1-3m | 0.50 |