The Bull Case For Sherwin-Williams (SHW) Could Change Following A US$127.5 Million Global Supply Deal

Simply Wall St.01-18

Sherwin-Williams has in the past been awarded a US$127.5 million global contract, running from 2026 over five years, to supply paints, coatings, solvents, preservation products, and associated ...

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This global agreement underlines the company’s ability to win large, multi-year supply deals that can enhance revenue visibility and support its service-led offerings. Now we’ll examine how this long-term global supply contract could influence Sherwin-Williams’ investment narrative around growth initiatives and margin resilience. Outshine the giants: these 24 early-stage AI stocks could fund your retirement.AdvertisementSherwin-Williams Investment Narrative RecapTo own Sherwin-Williams, you need to believe its direct distribution, strong contractor relationships, and disciplined cost control can offset cyclical softness in housing and DIY demand. The new US$127.5 million, five-year global contract improves medium term revenue visibility, but it does not fundamentally change the near term catalyst of volume recovery or the key risk of margin pressure if demand stays weak and highly fixed manufacturing costs remain underutilized. Among recent announcements, the company’s decision to double its annual restructuring savings target to about US$80 million directly complements the new contract. While the contract supports future sales, the enhanced cost savings program remains central to the margin resilience story, especially if architectural volumes or global supply chain efficiency fall short of management’s expectations. Yet investors should be aware that overreliance on North American housing and DIY channels could become far more problematic if... Read the full narrative on Sherwin-Williams (it's free!)Sherwin-Williams’ narrative projects $26.3 billion revenue and $3.4 billion earnings by 2028. This requires 4.5% yearly revenue growth and about a $0.9 billion earnings increase from $2.5 billion today.Uncover how Sherwin-Williams' forecasts yield a $386.62 fair value, a 8% upside to its current price.Exploring Other PerspectivesSHW 1-Year Stock Price Chart Some of the most optimistic analysts were already assuming earnings could reach about US$3.9 billion by 2028, yet this new contract and the risk of higher raw material costs show just how much those projections, and the underlying narratives, may still shift.Explore 5 other fair value estimates on Sherwin-Williams - why the stock might be worth as much as 17% more than the current price!Build Your Own Sherwin-Williams NarrativeDisagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.A great starting point for your Sherwin-Williams research is our analysis highlighting 2 key rewards and 1 important warning sign that could impact your investment decision.Our free Sherwin-Williams research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Sherwin-Williams' overall financial health at a glance.No Opportunity In Sherwin-Williams?Every day counts. These free picks are already gaining attention. See them before the crowd does:Find companies with promising cash flow potential yet trading below their fair value.The end of cancer? These 29 emerging AI stocks are developing tech that will allow early identification of life changing diseases like cancer and Alzheimer's.We've found 12 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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