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RPM
ACCE-researched

RPM International Inc. Common Stock (RPM) fair value

Basic Materials · Specialty Chemicals · NYSE · United States
$98.74-2.93%
Market cap $12.6BNext earnings 2026-10-06Updated Oct 18, 2026
Our verdict
Trades 31% above our fair value
Price
$98.74
Model fair valueConfidence: good
$75.52
Model range
$55.04 to $104
Fair value $75.52
Price $98.74
4 models fit RPM International Inc. Common Stock and they partly agree: 2 of 4 land within 15% of the average.
Two or more of our models back this value.
Premium(i)Silver62
Valued as a mature, profitable company: Discounted cash flow, P/E comparison, EV/EBITDA comparison, Graham number, and Dividend discount.
ACCE opinionRPM International Inc. Common Stock (RPM)
Fair value (4 models)
$75.52
ACCE price target
$108
Rating
Overvalued
Horizon
12 months
Fair value published on 10 Oct 2026, 00:00 CEST; previously $81.79 since 8 Oct 2026, 00:00 CEST.
ACCE price target published on 18 Oct 2026, 00:00 CEST; previously $102 since 26 Sept 2026, 00:00 CEST.
Rating published on 18 Oct 2026, 16:04 CEST.
Price used: $98.74 at the close on 23 Oct 2026, 22:00 CEST.
Models: Discounted cash flow, Dividend discount, EV/EBITDA comparison, Graham number, and P/E comparison.
Fair value: the average of the applicable valuation models (discounted cash flow, multiples, residual income, dividend discount, shareholder yield), each run on the latest financial statements and the market price shown. Opinion columns (fair value, target, rating) are shown apart from the data. Full methodology: acceinvestments.com/data/how-we-value-stocks
Full methodology
Conflicts of interest: The author holds no personal position in this security. General statement
Produced by ACCE Investments (acceinvestments.com)
Data
Price vs fair value
30.7% above
-23.5% to fair value
ACCE score
57
out of 100
Analysts
88% buy
16 covering
P/E
18.3x
forward 16.6x
1-year return
-12.1%
Dividend yield
2.12%

RPM International Inc. Common Stock in four questions

Plain answers, details below
Free accounts get 5 full stock pages a month, including the four answers.
OverviewAsk ACCEValuationQualityAnalystsSmart MoneyCompareNews and Record

Overview

ACCE thesis

RPM International makes protective coatings, sealants and building materials under brands such as Rust-Oleum, DAP and Tremco, selling mostly to industrial, construction and consumer end markets. Its moat rests on brand strength in consumer spray paints and on roofing and waterproofing systems that contractors specify and rarely switch away from, which supports a 41.2% gross margin. Management's push to cut costs and concentrate the portfolio is the near-term lever: the group is targeting higher operating margins from a current 16.2%, and each point of margin on about 4.8% revenue growth flows through to earnings. At 14.9x forward earnings against 18.2x trailing, the market is pricing in a meaningful earnings step-up, and a 21.1% ROE shows the business already converts capital efficiently. The composite score of 54/100 and the absence of any index membership suggest the name is under-followed, which makes it worth a deeper look at whether the margin plan is real.

AI-assisted·How I use AIWritten Oct 14, 2026
⚠ Investor warnings · 2 flagsAI-assisted·How I use AI
  • moderate
    Operating margin weakness
    Operating margin of 16.2% lags gross margin of 41.2%, suggesting elevated SG&A or manufacturing overhead. ACCE Model score flags this (M:31) as a material drag on quality.
  • moderate
    Long-term growth deceleration
    5-year revenue CAGR of 2.7% is modest for a specialty chemicals compounder. Recent QoQ revenue declined 0.7%, signaling near-term momentum loss despite YoY +4.8%.

AI research notes

AI-assisted·How I use AIWritten Oct 11, 2026 · figures from 2026-08-31 · prices to Oct 23, 2026
Why it could do well
  • The company generated $553M in free cash flow over the last 12 months, yielding 4.4% on current market value.
  • RPM's 21.1% return on equity far exceeds the cost of capital, with 93% of analysts rating the stock Buy or Strong Buy.
Why it could disappoint
  • Revenue growth has slowed to 4.8% year over year from a 5-year average of 2.7%, suggesting cyclical strength rather than sustainable acceleration.
  • The 8.8% return on invested capital barely exceeds the 5.2% risk-free rate, leaving little margin of safety for operational headwinds.
Each chip shows the exact figure and where it comes from. A claim without a source is not published.

Walk me through this stock

Plain-English pros, cons, and what to watch. Pro feature.

PRO

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Valuation

INVESTOR
Where RPM's valuation models land
Price
$98.74
Model fair value
$75.52
Model range
$55.04 to $104
Fair value $75.52
Price $98.74
The price sits inside the model range.
Model
Fair value
Upside
Discounted cash flow
Dividend discount
EV/EBITDA comparison
Graham number
P/E comparison
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See what each model says, the assumptions behind it, the bad, normal and good cases, and why the fair value changed.

Quality

INVESTOR
Quality and conviction INVESTOR FEATURE

The full quality picture: a reason under every score, how the scores moved, and the conviction breakdown.

  • +A plain reason under every score
  • +Conviction breakdown and growth / value / quality / momentum scores
  • +Score history: how each score moved over time

Analysts

Wall Street consensus

Bullish88% buy · 16 covering analysts
● Strong buy 12● Buy 2● Hold 2● Sell 0● Strong sell 0
Analyst intelligence INVESTOR FEATURE

The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.

  • +Price-target low / average / high vs the current price, with implied upside
  • +Forward revenue and EPS consensus by fiscal year
  • +ACCE fair-value models lined up against the Street

Smart Money

PRO

In one line

Trades are only made public after a delay. We show the delay so you know how old the news is.

Company insiders
No trades filed
Last 90 days
Congress
1 buy · 0 sells
Since Oct 9, 2026, 1 member
Average delay
6 days
From trade to public filing
Full trade list on ProDo politicians beat the market? Our backtest →
Smart money tracking PRO FEATURE

Follow the informed money: 13F position changes, insider and Congress trades, and 13D activist filings.

  • +Quarter-over-quarter institutional position changes
  • +Every insider and Congress trade, with how late it was disclosed
  • +Active 13D activist filings and top holders

Compare

Where it sits vs peers

News and Record

Press releases mentioning this company

Recent performance

1 week
-1.0%
1 month
-1.3%
3 months
-7.7%
6 months
-5.9%
YTD
-5.1%
1 year
-12.1%

SEC filings

Recent ACCE blog coverage

  • $RPM Posts 7.2% Revenue Growth, Scores 52 on ACCE
    RPM International reported 7.2% year-over-year revenue growth in its most recent quarter. ACCE score sits at 52/100. Here's what the data shows.
    2026-10-06

Recommendation history, last 12 months

DateTypeNewPreviousPrice
18 Oct 2026, 16:04 CESTRatingOvervaluedfirst publication$99.73
18 Oct 2026, 00:00 CESTACCE price target$108$102$99.73
10 Oct 2026, 00:00 CESTFair value$75.84$81.79$99.43
8 Oct 2026, 00:00 CESTFair value$81.79$75.38$96.76
4 Oct 2026, 00:00 CESTFair value$75.38$76.51$99.19
28 Sept 2026, 00:00 CESTFair value$76.51$77.51$100
26 Sept 2026, 00:00 CESTACCE price target$102first publication$100
21 Sept 2026, 00:00 CESTFair value$77.51$76.63$98.37
18 Sept 2026, 00:00 CESTFair value$76.63$78.10$99.78
14 Sept 2026, 00:00 CESTFair value$78.10$79.85$100

This analysis is not personalised investment advice and does not take your situation, objectives or risk tolerance into account. ACCE Investments is not an authorised investment firm.

Investing in shares carries a risk of losing capital. The value of an investment can go down as well as up.

Valuation horizon: 12 months from the publication date.

Conflicts of interest. ACCE Investments is operated by Adrien Chantreuil, who may hold personal positions in the securities analysed. Positions are declared on each security. ACCE receives no payment from the companies analysed or from any intermediary for this analysis.

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Snapshot

Growth48Value66Quality72Momentum40Total57
Valuation
Trailing P/E
18.3x
Forward P/E
16.6x
PEG
1.66
P/B
3.85x
EV / Revenue
1.9x
Book value/sh
$27.27
Enterprise value
$15.3B
Profitability
ROE
21.1%
FCF yield
5.30%
ROIC
8.8%
Health and risk
Debt / equity
0.87
Dividend yield
2.12%
Beta
1.04

Price

-11.4% · 1Y

Ask anything about RPM

Answered from RPM International Inc. Common Stock fundamentals + recent valuations. Every number shows its source and date.

This stock Peer Peer median weaker → stronger
P/Ebetter than 60% of peers
low 12.1x18.3xhigh 83.5x
ROEbetter than 50% of peers
low 1%21%high 22%
Div yieldbetter than 83% of peers
low 0.0%2.1%high 2.8%

Peers

Prices Oct 23, 2026
CompanyPriceFair valuevs fair valueP/EROEQualityScore
RPM RPM International Inc. Common Stock$98.74$7631% above18.3x21.1%7257
6988.T Nitto Denko Corporation¥3709.00--18.3x12.5%6966
SQM-A.SN Sociedad Química y Minera de Chile S.ACLP 54000.00--12.1x21.8%8275
PIDILITIND.NS Pidilite Industries Limited₹1481.20--57.3x-8555
SQM-B.SN Sociedad Química y Minera de Chile S.A.CLP 55720.00--12.4x21.8%8272
4188.T Mitsubishi Chemical Group Corporation¥1122.00---1.4%4775
SOLARINDS.NS Solar Industries India Limited₹19010.00--83.5x-9174

Sector report card

Where RPM ranks against its sector peers on each metric.

Computing percentiles…
  • Business Wire•Oct 8, 2026
    RPM Announces Election of Jeffrey D. Rowe to Board of Directors
  • Business Wire•Oct 8, 2026
    RPM Increases Cash Dividend for 53rd Consecutive Year
  • Business Wire•Oct 6, 2026
    RPM Reports Record Fiscal 2027 First-Quarter Results
6 more press releases · full archive on Investor+.INVESTOR
40 filings
October 2026
Oct 13
8-KCurrent reportPeriod 2026-10-08
View on SEC →
Oct 13
Form 4Insider transactionPeriod 2026-10-08
View on SEC →
Oct 13
Form 4Insider transactionPeriod 2026-10-08
View on SEC →
37 more filings + AI summaries on Investor+.INVESTOR