Back to rankings

RPM International Inc (RPM)

Fair Value
Basic MaterialsSpecialty ChemicalsUnited States

Fundamental

63

Price

$98.67

Market Cap

$12.79B

Part 1 · What the company is worth

Overview

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; roofing, and building maintenance services; sealing and bonding, subfloor preparation, glazing solutions; resin flooring systems, terrazzo, polyurethane, MMA waterproof, epoxy floor paint and coatings, concrete repair, and protection products, traffic deck coatings, and decorative concrete; fire stopping and intumescent coatings, and adhesive and sealant solutions; and rolled asphalt roofing materials and chemical admixtures. It also provides concrete and masonry admixtures, concrete fibers, cement grinding aids, cement performance enhancers, curing and sealing compounds, structural grouts and mortars, epoxy adhesives, polyurethane foams, floor hardeners and toppings, joint fillers, industrial and architectural coatings, decorative color/stains/stamps, restoration materials, insulated building cladding materials, specialty finishes, metal and composite materials, and exterior insulating and finishing systems; insulated concrete form and industrial concrete panel wall, engineered buck framing, and ICF bracing systems; and firestopping, flooring systems, weatherproofing solutions, and restoration services equipment. In addition, it offers corrosion control, fireproofing, edible, and factory applied industrial coatings; infrastructure repair and raised-flooring systems, fiberglass reinforced plastic structures, preservation products, specialty glazes, and food industry coatings; and rust-preventative, special purpose, and decorative paints, caulks, sealants, primers, contact cement, cleaners, woodcare coatings, abrasives, colorant, and other consumer products. The company was incorporated in 1947 and is headquartered in Medina, Ohio.

No editorial profile for this company yet

Direct competitors

Who this company fights with for the same customers

No editorial profile for this company yet

No competitor list for this company yet.

Balance Sheet & Liquidity

Revenue

$7.86B

Trailing 12 months (through 5/31/2026)

Net Income

$661M

Trailing 12 months (through 5/31/2026)

Free Cash Flow

$675M

Total Equity

$3.31B

Total Liabilities

$5.03B

Current Ratio

1.68

Interest Coverage

-

Debt/EBITDA

2.46

Earnings Per Share

Revenue & Net Income

Free Cash Flow

Income Breakdown

Historical statement

Margins over time

Debt over time

How heavy the debt is

Growth grid

Growth — Revenue

Fair Value Estimation

CyclicalFairly Valued

Fair Value

$97.74

Current Price

$98.67

Margin of Safety

-0.9%

Fair Value Range

$64.40 - $131.09

Spread across the valuation methods used, not a statistically calibrated confidence interval.

Estimation Methods

Analyst price target:$129.80
Discounted cash flow (DCF):Not applicable to this type of company
Earnings multiple (P/E):$84.05
Graham growth formula:Not applicable to this type of company
Earnings power value (EPV):$56.50
Justified P/B:Not applicable to this type of company
Dividend discount (Gordon):Not applicable to this type of company
P/FFO, funds from operations:Not applicable to this type of company
Mid-cycle earnings:Not enough data to compute it
Revenue multiple:Not applicable to this type of company
Analyst Consensus:Strong Buy (19B / 2H / 0S)
Last Earnings Surprise:+1.00%

Valuation Metrics

P/E Ratio

19.09

ROE

20.0%

P/B Ratio

3.81

P/FCF

18.67

Gross Margin

41.4%

ROIC

-

Profitability Radar

Value Creation (Economic Moat)

ROIC

-

WACC

8.8%

ROIC − WACC

-

Fundamental Analysis Criteria

Passed (17)

  • EPS shows upward trend
  • EPS CAGR 10.62%
  • Price CAGR 6.41%
  • Gross Margin 41.4%
  • P/FCF 18.67
  • Debt/Equity ratio
  • Positive Free Cash Flow
  • Current Ratio
  • Debt/EBITDA
  • Return on Tangible Assets
  • ROE 20.9%
  • Revenue Growth 5Y 5.2%
  • Analyst Consensus 90% Buy
  • Earnings Surprise avg 9.8%
  • Earnings Quality (OCF/NI) 1.36
  • Share Dilution -0.6%
  • Piotroski F-Score 6/9

Failed (7)

  • P/B Ratio 3.81
  • CapEx intensity
  • Low reliance on intangibles
  • Price below Graham Number
  • DCF valuation (Overvalued)
  • PEG Ratio 3.25
  • Net Margin Trend 8.4% vs 9.3%

Unavailable (4)

  • ROIC NaN%
  • Dividend Payout NaN%
  • Operating Margin NaN%
  • Interest Coverage

Piotroski F-Score

6/9

Mixed signals: some areas need attention

score
criteria

Earnings Quality

1.36

High quality: earnings backed by cash

Share Dilution

-0.6%

Buying back shares. Shareholder friendly

Institutional Holdings

Governance

Executive Team

NameTitleAge
Mr. Frank C. SullivanChairman & CEO64
Mr. David C. DennsteadtCOO & President52
Mr. Russell L. GordonVP & CFO59
Mr. Michael J. LarocheVP, Controller & Chief Accounting Officer43
Mr. Matthew E. Schlarb C.F.A.Vice President of Investor Relations & Sustainability-
Ms. Tracy D. CrandallVP, General Counsel, Chief Compliance Officer & Secretary52
Mr. Randell McShepardVP of Public Affairs & Chief Talent Officer-
Mr. John F. KramerVice President of Corporate Development-
Mr. Michael MatchingaDirector of Human Resource Information Systems-
Mr. Paul G. P. HoogenboomPresident of Construction Products Group65

Audit Risk

3

Board Risk

5

Compensation Risk

3

Shareholder Rights Risk

6

Part 2 · The price and when to enter

This part won't tell you whether the company is worth owning: it helps you choose when to buy it, once the fundamentals have convinced you. Inside: technical analysis, potential, historical drawdowns, gamma exposure.

Documents

  • Annual Report (10-K)

    A yearly overview of the business, its financial results, and the risks it faces.

    Filed on 2026-07-22

    View document
  • Quarterly Report (10-Q)

    A snapshot of financial performance for the most recent three-month period.

    Filed on 2026-04-08

    View document
  • Current Report (8-K)

    An announcement of a major event, such as a leadership change or big news.

    Filed on 2026-07-22

    View document

via SEC EDGAR

Income History

via SEC EDGAR

Latest News

Recent headlines for RPM, sourced from Markets Gazette.

  • 4/6/2026NEUTRAL
    RPM Earnings Are Imminent; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call

    RPM International Inc. is set to release its third-quarter earnings on April 8th, with analysts forecasting earnings per share of $0.35 and revenue of $1.55 billion. The stock closed Friday at $97.97. While the earnings announcement is imminent, recent analyst ratings show a mixed sentiment, with some maintaining their positions and others adjusting their ratings. Investors will be closely watching the earnings report for any significant deviations from expectations and for forward-looking guidance that could impact the stock's trajectory.

via Markets Gazette