RPM Stock Analysis — RPM International
Sector: Industrials
AI Verdict
RPM is cheap for the growth you're getting, and the moat around specialty coatings and customer relationships makes that growth more credible than most.
Competitive Moat
RPM International manufactures specialty coatings, sealants, and building materials, with a defensible moat built on proprietary chemical formulations and a portfolio of trusted brands used in critical infrastructure and repair. Their entrenched relationships with contractors and industrial buyers create switching costs that protect market share.
Summary
RPM is notable right now for its expected 23.8% EPS growth, which is outpacing most industrial peers.
Where It Stands
RPM trades at 17.6x next year's earnings, a discount to the industrials sector median of 20x, while analysts expect 23.8% EPS growth.
Key Metrics
- Trailing P/E: 21.8x
- Forward P/E: 17.6x
- PEG Ratio: 0.92
- Earnings Growth: +0.2%
- Revenue Growth: +0.1%
- Dividend Yield: 0.02%
- 52-Week High: $129.12
- 52-Week Low: $92.92
Analyst Consensus
19 Buy · 2 Hold · 0 Sell (21 analysts)
Bull Case
With a forward P/E of 17.6x and 23.8% expected EPS growth, you're paying a low price for above-average growth.
Bear Case
If the P/E reverts from 17.6x to the sector median of 20x, upside is capped unless growth exceeds the 23.8% forecast.
Catalyst to Watch
Watch for quarterly earnings surprises—if EPS growth comes in above the 23.8% consensus, the multiple could expand.