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RPMRPM International Inc.
$103.31$13.2B
Overview & Tools
OverviewChart Terminal ↗Visualize
Valuation & Forecasts
Valuation ModelsEstimatesDCF Model
Price & Analyst Data
Analyst TargetsPrice History
Financial Statements
Income StatementBalance SheetCash FlowRatios & Margins
Performance
P/E HistoryRevenue HistoryEarnings HistoryDividend HistoryTotal Return
Discovery & Screens
Live BreakoutsStock ScreenerOwnership
RPM logo

RPM International Inc.

RPM
NYSE · Specialty Chemicals
$103.31
At close - USD
Market Cap$13.2B
P/E20.0x
52W High$121.78
Volume993.66K
OverviewTerminalAnalysisFinancialsValuationEarningsBreakoutsOwnership
VCP Research Verdict2027Q1

Record Earnings Meet Transformational Deleveraging, Seasonality Lingers

RPM appears to be exiting a DIY-driven contraction into a mid-single-digit growth regime, with revenue growth recovering to 4.8% and 2027Q1 delivering record EPS of $2.01 at a 15.8% operating margin, its highest in the ten-quarter period, on pricing recovery, mix improvement, and cost discipline.

GrowthExpanding
ProfitabilityModerate
ValuationAttractive
TechnicalsWeak
Explore valuation models
MARKET ACTION

RPM price & volume

Price trend, volume and key moving averages

Launch Terminal
Loading chart...
Decision Checklist4 Core Signals

What matters now

The signals most likely to change the investment case.

01

Earnings momentum

8/12 Beats

EPS beat 8 of last 12 quarters

02

Valuation risk

-17% Peers

P/E is 17% below peer median

03

Market leadership

RS 56 · Avg

Average momentum (RS Rating: 56)

04

Weak Trend

Below 200DMA

Price < 200DMA

Next CatalystEstimated earnings · Jan 6
01

Build the investment case

Start with the evidence for owning the stock and the risks that can break the thesis.

EXECUTIVE THESIS

The Investment Case

Full Analysis
Fundamental Trajectory

Revenue growth has swung from -2.1% in 2025Q1 to 4.8% in 2027Q1 alongside record $349.0M quarterly operating income and a 15.8% operating margin, though the recurring Q3 trough (5.0% operating margin on $1.6B revenue) suggests the structural earnings ceiling may be materially lower than the current run-rate implies.

Analyst Consensus+20.9% target
Buy(22 analysts)
18 Buy4 Hold0 Sell

The Bull Case

Upside Catalysts

Non-cyclical market positioning

RPM operates in the global, non-cyclical repair, maintenance, and specialty coatings market, providing stability and resilience against economic downturns.

Decentralized acquisition-driven model

The company's decentralized, acquisition-driven strategy positions it as a market leader, enabling growth through small, strategic acquisitions.

Strong European growth

Europe led Q1 2026 growth at 20.7%, indicating robust geographic expansion and a clear path to potentially double sales.

The Bear Case

Key Downside Risks

Market performance

Price History →

Trailing total returns as of 11/7/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).

YTD Return
RPM+1.68%
S&P 500 (^GSPC)+7.63%
1-Year Return
RPM-0.36%
S&P 500 (^GSPC)+9.69%
3-Year Return
RPM+13.78%
S&P 500 (^GSPC)+65.91%
5-Year Return
RPM+25.79%
S&P 500 (^GSPC)+54.00%
02

Test the fundamentals

Check whether operating performance supports the current valuation.

VALUATION & INTRINSIC VALUE

Valuation Scenarios

Valuation Analysis
Trailing P/E5Y Low
19.0x
Forward P/EExpansion
18.8x
EV/EBITDA0th %ile
13.0x
FCF YieldCash Flow
5.3%

Valuation vs 5-Year History

Multiple Range
Metric
Current
5Y Median
Historical Range
Percentile
P/E
19.0x
21.4x
0th· Low
EV/EBITDA
13.0x
15.7x
0th· Low
Price/FCF
18.7x
27.1x
25th· Low
Current Multiple
5Y Median (50th %ile)

Intrinsic Value Scenarios

DCF Projection
Bear$22.16-78.5%
Base (Fair)$71.98-30.3%
Bull$103.09-0.2%
$22.16 Bear$71.98 Base$103.09 Bull
Current Market Price: $103.31
Trades at a 43.5% premium to Base DCF ($71.98)
Open DCF & Valuation Models →Chart Terminal ↗

Growth & profitability

Annual revenue & EPS trend
Revenue FY26
$7.86B+6.7% YoY
Net income FY26
$661M-4.0% YoY
Free cash flow FY26
$675M+25.4% YoY
Operating margin FY26
11.7%-0.5 pts YoY
ROIC (FY26)12.1%
Avg ROIC 5Y-
ROE (FY26)21.3%
Piotroski Score6 / 9
Financial Statements →
03

Monitor what changed

Recent results and news deserve attention only when they alter the forward view.

OPERATING RESULTS

Recent Earnings

Earnings History
EPS Beat Rate8/12 (67%)
Revenue Beat Rate6/12 (50%)
QuarterEPS (Act vs Est)Revenue (Act vs Est)
Q4 2026Latest
Oct 6, 2026
$1.98+1.5%
vs $1.95
$2.2B-0.2%
vs $2.2B
Q3 2026
Jul 22, 2026
$1.89+3.3%
vs $1.83
$2.2B+2.3%
vs $2.2B
Q2 2026
Apr 8, 2026
$0.57+61.4%
vs $0.35
$1.6B+3.8%
vs $1.5B
Q1 2026
Jan 8, 2026
$1.20-14.9%
vs $1.41
$1.9B-0.9%
vs $1.9B
Historical baseline: 12 quarters analyzedGAAP / Adjusted
MARKET COVERAGE

Latest News

4 Stories
GlobeNewsWire·Oct 29, 2026
First Atlantic Begins Pit Excavation at the RPM Zone, Exposing Bedrock North of Current Drilling and Opening New Potential at Pipestone XL, as the Year-Round Exploration Access Road Connects the RPM Zone to Alloy Max and Super Gulp, Drilled Awaruite Discoveries Spanning Approximately 14 Kilometres of the Pipestone Ophiolite Complex

First Atlantic begins permitted pit excavation at RPM as its year-round road advances toward Super Gulp, to link four awaruite discoveries at Pipestone XL

24/7 Wall Street·Oct 16, 2026
These 4 Companies Just Increased Their Dividends. Not All the Raises Are Equal

Four NYSE companies raised their dividends within a single week, but a closer look at the coverage ratios, balance sheets, and business risks reveals that some of these payouts stand on far shakier ground than the headline increases suggest.

Seeking Alpha·Oct 13, 2026
Dividend Announcements: October 3-9, 2026

I track dividend announcements across 1,200+ stocks. This week, I'm highlighting 5 dividend increases. RPM announced the largest dividend increase this week of 5.56% and boasts the highest Quality Score (7.10). LMT raised its dividend by 4.35%, marking its 24th consecutive annual increase. Its payout ratio is well covered at 50%, and it has an A+ Dividend Safety Grade.

Zacks Investment Research·Oct 12, 2026
International Markets and RPM International (RPM): A Deep Dive for Investors

Explore how RPM International's (RPM) revenue from international markets is changing and the resulting impact on Wall Street's predictions and the stock's prospects.

Filtered for RPM International Inc.More Headlines
04

Compare before deciding

Benchmark RPM against direct peers instead of judging its metrics in isolation.

Peers Comparison

Key metrics vs top competitors for RPM International Inc. (RPM)

Full Screener →
CompanyPriceMarket CapP/E RatioRev Growth (1Y)Net MarginROEDiv Yield
RPM logoRPMRPM International Inc.Current
$103.31$13.2B19.986.66%8.41%21.34%2.06%
SHW logoSHWThe Sherwin-Williams Company
$344.10$83.53B33.512.06%10.74%63.49%0.92%
PPG logoPPGPPG Industries, Inc.
$122.38$27.21B17.690.19%9.41%28.64%2.26%
AXTA logoAXTAAxalta Coating Systems Ltd.
$36.45$7.8B20.95-3.01%6.46%13.23%—
HXL logoHXLHexcel Corporation
$80.40$6.08B58.69-0.48%8.53%13.35%0.84%
ITW logoITWIllinois Tool Works Inc.
$280.95$80.83B26.780.92%19.39%103.35%2.17%

Compare RPM vs Peers

RPM International Inc. (RPM) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.

Closest Rival

vs SHW

Most directly comparable listed peer for RPM.

Scale Benchmark

vs HD

Larger-name benchmark to compare RPM against a more recognizable public peer.

Peer Set

Compare Top 5

vs SHW, PPG, AXTA, HXL

05

Keep researching

Verify the primary filings, follow material updates, and answer the remaining questions.

RPM SEC Filings & Documents

RPM International Inc. (RPM) SEC filings — annual & quarterly reports (10-K, 10-Q)

8-K Announcements

6
Material company update

Oct 13, 2026·SEC

Material company update

Oct 6, 2026·SEC

Material company update

Jul 22, 2026·SEC

10-K Annual Reports

4
FY 2026

Jul 22, 2026·SEC

FY 2025

Jul 24, 2025·SEC

FY 2024

Jul 25, 2024·SEC

10-Q Quarterly Reports

6
FY 2026

Oct 6, 2026·SEC

FY 2026

Apr 8, 2026·SEC

FY 2026

Jan 8, 2026·SEC

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RPM Frequently Asked Questions

RPM International Inc. (RPM) stock FAQ — growth, dividends, profitability & financials explained

Growth & Financials
What is RPM International Inc.'s revenue?

RPM International Inc. (RPM) reported $7.97B in revenue over the trailing twelve months. Revenue was $7.86B in fiscal year 2026. That is 482% more than the $1.35B of fiscal year 1997.

How fast is RPM International Inc. growing?

RPM International Inc. (RPM) grew revenue by 6.7% in fiscal year 2026, compared with the prior fiscal year.

Is RPM profitable?

Yes. RPM International Inc. (RPM) earned $690.1M in net income over the trailing twelve months (a 8.7% net margin).

Dividend & Returns
Does RPM pay dividends?

Yes. RPM International Inc. (RPM) pays a dividend that yields 2.06% at the current price, a moderate yield.

What is RPM's return on equity?

RPM International Inc. (RPM) had a return on equity (ROE) of 21.3% in fiscal year 2026. That is well above the market's typical 10-15%.

What is RPM International Inc.'s free cash flow?

RPM International Inc. (RPM) generated $705.6M in free cash flow over the trailing twelve months.

What if you invested $1,000 in RPM back in 1997?

Total return calculator · dividends reinvested · 29+ years of data

See returns →