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RPM

RPM International Inc.
$99.88
-0.24% Oct 21 close
MaterialsS&P 400 Compare
-16%-8%0%+9%+17%Oct 2025Oct 2026Apr 2026
RPMSPY
1W
+2.6%
1M
+1.5%
3M
-6.5%
6M
-5.2%
YTD
-1.9%
1Y
-9.9%

Live chart

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What they do

RPM International Inc. provides specialty chemicals for the construction, industrial, specialty, and consumer markets. It operates through CPG, PCG, and Consumer segments. The company offers waterproofing, coating, and traditional roofing systems; sealants, air barriers, tapes, and foams; residential home weatherization systems.

Basic Materials · Specialty Chemicals

For information only · Important disclosures

Grades vs sector

Momentum
21st percentile in sector
D
12-1 return: -8.3%
Percentile within its GICS sector across the S&P 1500.
Growth
32nd percentile in sector
D+
Revenue growth (YoY): +4.8%
Percentile within its GICS sector across the S&P 1500.
Value
40th percentile in sector
C-
Forward E/P: 6.6% · EBITDA/EV: 8.2%
Percentile within its GICS sector across the S&P 1500.
Profitability
75th percentile in sector
B+
Profit margin: +8.7% · Return on equity: +21.1%
Percentile within its GICS sector across the S&P 1500.
Revisions
Not enough data yet
–
EPS estimate change, 30 days (current FY): –
30-day change in analysts' current-year EPS estimate; graded across covered stocks.

Our models

Not held by any of our 5 live models right now.

Quality Growth
Outside this model's universe or screens
Momentum Top 15
Outside this model's universe or screens
Momentum Blend
Not in the current book
New Highs Growth
Outside this model's universe or screens
Coteau Long Book
Not in the current book

News

More news
RPM Ex-Dividend Reminder - 10/20/26
Nasdaq · Oct 19

Key stats

Market value$12.7B
P/E (last 12 months)18.5
P/E (next 12 months, estimated)15.1
52-week range$92.92 – $121.78
Revenue growth (latest quarter vs a year ago)+4.8%
Dividend yield2.28%
Analyst consensusStrong Buy (16)
Average analyst price target$123.50 (+24%)
Valuation and fundamentals

Valuation & fundamentals

Bottom line
Leans expensive
Model read-out from the numbers below, not advice. Score -2 (DCF counts double).
▼DCF (base case)below the price by 22%
▼Forward P/E vs sector15.1x vs median 12.7x
•Piotroski F-score6/9
▲Analyst target+24% (16 analysts)

Discounted cash flow

CyclicalValued on average-cycle margins
Bear
$46
-54%
growth -1% · disc. 10.5% · term. 2.0%
Base
$78
-22%
growth 4% · disc. 9.5% · term. 2.5%
Bull
$121
+21%
growth 7% · disc. 8.5% · term. 3.0%

Starting cash flow is mid-cycle: 9.1% average margin × current revenue = 0.7B (last 12 months: 0.9B at a 12% margin). On trailing cash flow the base case would be $103.

Reverse DCFfor context, not a signal
Today's price assumes free cash flow grows about 6% a year for 10 years.
Implied
+6%/yr
FCF, last 3 yrs
+16%/yr
FCF, last 5 yrs
+3%/yr
Revenue, last 3 yrs
+3%/yr
Revenue, last 5 yrs
+5%/yr
Same inputs as the DCF above: mid-cycle free cash flow 0.7B, 9.5% discount rate, 2.5% growth after year 10, net debt and today's share count. Actual growth rates are compound annual rates from SEC annual filings through FY2026; "n/a" means too little history or a negative starting year.
Edit assumptions · recalculates instantly
Your value per share–

Free cash flow = operating cash flow − capital spending, trailing 12 months (TTM to 2026-08-31). Growth default: average of 3-year revenue CAGR and latest revenue growth, capped at 30%. Years 6–10 fade linearly to terminal growth. Discount rate = 4.25% risk-free assumption + beta 1.04 × 5% equity premium, kept within 7–13%. Bear: lower growth, +1 pt discount, 2% terminal. Bull: higher growth, −1 pt, 3%.

Multiples vs Materials

P/E (trailing)
sector median 20.6× · 36th pct
18.5×
cheaper
Forward P/E
sector median 12.7× · 58th pct
15.1×
pricier
EV / EBITDA
sector median 11.1×
–
Price / sales
sector median 1.4× · 56th pct
1.6×
pricier
Price / book
sector median 2.3× · 74th pct
3.7×
pricier
FCF yield
sector median 4.7% · 76th pct
7.3%
cheaper

Forward EPS $6.61 vs trailing $5.41 (+22% expected growth). Forward P/E uses analysts' next-12-month estimate.

Quality & financial health

Gross margin
41.2%
Operating margin
–
FCF margin
11.6%
Net margin
8.7%
Return on equity
19.8%
Return on invested capital
–
Net debt / EBITDA
–
Current ratio
1.8×
Interest cover
–
Cash conversion (OCF/NI)
1.3×
Piotroski F-score 6/9 · last two fiscal years
✓ Positive net income✓ Positive operating cash flow✗ Return on assets improved✓ Cash flow above net income✓ Long-term debt / assets fell✗ Current ratio improved✓ No share dilution✓ Gross margin improved✗ Asset turnover improved

Analysts

Mean target
$124
+24%
Analysts
16
Strong Buy
Range
$107–$147
low – high
● price · ◆ mean target

Annual history

FYRevenueNet incomeFree cash flow
2026$7.9B$661.4M$898.7M
2025$7.4B$688.7M$768.2M
2024$7.3B$588.4M$1.1B
2023$7.3B$478.7M$577.1M
2022$6.7B$491.5M$178.7M
2021$6.1B$502.6M$766.2M

From the company's 10-K filings via SEC XBRL. 3-year revenue CAGR +2.7%.

Earnings

Next report: 2027-01-07 · before open · EPS est 1.27
25-0125-0425-0725-1026-0126-0426-0726-100.001.98
EstimateActual (beat)Actual (miss)
ReportEPS estActualSurprise
2026-10-061.951.98+1.8%
2026-07-221.831.89+3.3%
2026-04-080.350.57+61.8%
2026-01-081.411.20-15.0%
2025-10-011.881.88-0.0%
2025-07-241.601.72+7.8%
2025-04-080.500.35-29.4%
2025-01-071.341.39+3.7%

Quarterly revenue

QuarterRevenueYoY
2026-05-31$2.2B+7.2%
2026-02-28$1.6B–
2025-11-30$1.9B–
2025-08-31$2.1B–
2025-05-31$2.1B–
Analyst actions
Barclays
2026-10-13 · init
→ Equal-Weight
PT $107
Keybanc
2026-10-09 · main
Overweight → Overweight
PT $117
Deutsche Bank
2026-10-08 · main
Buy → Buy
PT $115
UBS
2026-10-07 · main
Buy → Buy
PT $128
Citigroup
2026-10-07 · main
Buy → Buy
PT $116
RBC Capital
2026-10-07 · main
Outperform → Outperform
PT $120

Recent dividends

2026-10-20: $0.570 · 2026-07-14: $0.540 · 2026-04-16: $0.540 · 2026-01-16: $0.540 · 2025-10-20: $0.540 · 2025-07-15: $0.510 · 2025-04-17: $0.510 · 2025-01-17: $0.510
Insider trades
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Stats refreshed 2026-10-21 18:22:41 ET from Yahoo Finance (yfinance). "–" means the data isn't available. Refresh now

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coteau

Independent research · Not investment advice · Important disclosures · Contact desk@coteau.app

Coteau Systematic Strategies publishes stock research and model portfolios. Results are hypothetical unless marked Live. Data: Yahoo Finance (15-min delayed), SEC EDGAR and the House Clerk.

Beta 0.9 · Oct 21, 2026