RPM International Inc. research snapshot

RPM AI Stock Analysis

RPM AI stock analysis currently reads RPM International as a diversified specialty coatings, sealants, and building materials company with durable brands, a long dividend-growth record, and MAP-driven efficiency gains, tempered by soft DIY demand, acquisition integration work, and a mid-cycle earnings multiple. At the July 12, 2026 data cutoff, the reference price was $105.10, market capitalization was about $13.41 billion, and the stock traded near 20.25x TTM EPS of $5.19. This RPM AI stock analysis uses scenario ranges rather than a certain price prediction, and it is informational research, not investment advice.

Current price

$105.10

Market cap

$13.41 billion

AI score

64 / 100

Rating

Quality specialty coatings compounder, cycle and valuation watch

Trend status

Below 52-week high, mid-range after mixed FY2026 execution and MAP actions

Data cutoff (updated weekly)

July 12, 2026

Informational use only. This page is not investment advice.

Research quality check

information Richness
A-level information richness. RPM has long SEC filing history, quarterly earnings releases, segment disclosures, summary annual reports, and active analyst coverage, so the main AI research risk is treating brand quality and dividend streak as automatic alpha while underweighting DIY softness, raw-material costs, acquisition leverage, and MAP execution risk.
bias Check
The bias check separates franchise durability from entry price. Rust-Oleum, DAP, Zinsser, Tremco, Carboline, Euclid, and related brands are real commercial assets, but those facts do not remove construction-cycle sensitivity, DIY demand pressure, raw-material inflation, or the chance that MAP savings are already partly priced in.
ai Confidence
High for recent filings, price, market cap, shares, FY2025 sales and net income, Q3 and nine-month FY2026 results, debt, cash-flow totals, and valuation math checked with financial_rigor.py. Medium for exact live moving averages after the cutoff, full-year FY2026 results (report scheduled July 22, 2026), and the lasting benefit of SG&A optimization charges.
investment Certainty
Medium. The business is understandable and cash generative, but investment certainty depends on high-performance building and performance coatings strength offsetting DIY softness, MAP savings landing, acquisition returns, and the multiple investors assign to mid-cycle specialty coatings earnings.

Quick verdict table

DimensionConclusionConfidence
Business qualityRPM is a specialty coatings, sealants, and building materials company operating Consumer, Construction Products, and Performance Coatings segments with trusted brands for homes, infrastructure, and industrial customers.High
MoatThe moat comes from brand equity, formulation know-how, contractor and retail distribution, product specification in construction and industrial uses, and a broad portfolio, but DIY retail competition and commodity raw materials limit absolute pricing power.Medium-high
ManagementFrank C. Sullivan leads a long-tenured capital-allocation culture focused on MAP operational improvement, bolt-on acquisitions, dividend growth, and share repurchases, with meaningful personal ownership reported near 0.8%.Medium-high
Financial trendFY2025 net sales were $7.37 billion with record net income near $688.7 million. In Q3 FY2026, sales rose 8.9% to $1.61 billion while adjusted EBIT jumped 48.8%, and nine-month operating cash flow was $656.7 million.High
ValuationAt $105.10, RPM traded near 20.25x TTM EPS, 4.68x book value, and about a 2.06% dividend yield, leaving limited margin of safety if DIY stays weak or MAP benefits disappoint.Medium-high
Technical trendThe stock sat well below the $129.12 52-week high and above the $92.92 52-week low; reclaiming the low $110s would improve momentum, while a break of the low $100s would weaken the setup.Medium
Risk levelRisk is moderate: DIY softness, raw-material and energy costs, FX, acquisition integration, higher debt after deals, MAP restructuring charges, tariffs, and construction-cycle swings can pressure earnings.Medium-high
AI confidenceSource depth is strong, and key market cap, shares, revenue, net income, valuation, and three-scenario math were checked with financial_rigor.py.High
Investment certaintyInvestment certainty is lower than data confidence because the thesis depends on MAP savings, DIY recovery or mix shift, acquisition returns, and the market multiple assigned to normalized specialty coatings earnings.Medium

RPM AI stock forecast

RPM AI Stock Forecast Scenarios

The RPM AI stock forecast uses scenario ranges around the $105.10 reference price. It is not a promise of where RPM International stock will trade. The bullish case needs sustained organic growth in construction and performance coatings, MAP savings conversion, and a higher quality multiple; the base case assumes mid-single-digit sales growth near management guidance with a mid-cycle PE; the bearish case assumes DIY remains weak, costs outrun pricing, or the multiple compresses.

Bullish case

$145 to $155

More likely if EPS compounds near 7% for three years toward about $6.36, the market values RPM near 24x earnings, MAP SG&A optimization delivers durable margin gains, high-performance building demand stays firm, and price clears the $110 to $129 resistance band with stronger volume.

Base case

$95 to $110

More likely if EPS grows about 3% annually toward roughly $5.67, management delivers mid-single-digit sales growth and low- to high-single-digit adjusted EBIT growth in the near term, and valuation stays near a mid-cycle 18x earnings multiple.

Bearish case

$55 to $70

More likely if EPS contracts toward about $4.45, DIY and residential repair demand stay soft, raw-material inflation outruns pricing, acquisition leverage weighs on returns, or investors value RPM closer to a trough-cycle specialty chemicals multiple near 14x.

RPM AI technical analysis

RPM AI Technical Analysis

RPM AI technical analysis starts from the July 12, 2026 reference price of $105.10. Around the cutoff, public quote snapshots placed RPM between a $92.92 52-week low and a $129.12 52-week high, with market capitalization near $13.4 billion on about 127.63 million shares. Recent closes clustered in the low-to-mid $100s after a multi-month pullback from the February-area highs. Because this page is static, live chart levels and moving averages should be checked before acting.

LevelValueWhy it matters
Current price$105.10Reference close used for this page as of the July 12, 2026 data cutoff, based on major quote snapshots near that date.
Near support$100 to $103Round-number and recent trading-range support zone below the reference price. A decisive close below this area would weaken short-term structure.
Secondary support$92 to $95Zone around the reported $92.92 52-week low. A break here would point to a larger risk reset toward prior cycle lows.
Near resistance$110 to $115First upside band above the mid-$100s base. Reclaiming it with stronger volume would improve short-term momentum.
Major resistance$125 to $129Area under the reported $129.12 52-week high. A clean breakout would signal a fuller recovery of the prior advance.
52-week range context$92.92 to $129.12Yahoo Finance and peer quote services listed this range near the cutoff, placing $105.10 in the lower half of the yearly band.
MomentumMixed to softPrice recovered from the low $90s area earlier in the year but remained well below the 52-week high into mid-July 2026, so confirmation matters.
VolumeModerate average daily volume near 0.7 to 0.8 million sharesMarketBeat and Yahoo snapshots cited average volume near this band. Above-average volume on breakouts or breakdowns would carry more signal.
VolatilityModerate specialty chemicals and construction-cycle volatilityRPM can move on DIY retail data, construction spending, raw materials, FX, acquisition news, MAP charges, and earnings guidance.
InvalidationClose below $100A decisive close below the $100 support zone would invalidate the near-term trend-following setup into the mid-$100s.

RPM AI trading strategy

RPM AI Trading Strategy Framework

The RPM AI trading strategy is a rules-based framework for research and monitoring. It does not tell any individual investor to buy, sell, or hold RPM International stock.

Trend-following setup

Watch for RPM to reclaim the $110 to $115 area and then test $125 to $129 with above-average volume while company commentary confirms mid-single-digit sales growth, MAP savings, and stable high-performance building and protective coatings demand.

A close below $100, weak breakout volume, or a guidance cut tied to DIY or cost inflation should invalidate the setup.

Mean-reversion setup

If RPM pulls back toward $95 to $100 while filings still show resilient operating cash flow, dividend coverage, and MAP progress, compare the price with normalized EPS, free-cash-flow conversion, and the long dividend-growth record.

Do not treat every decline as value if the selloff is tied to lower DIY volumes, failed acquisition integration, rising net leverage, or sustained margin compression.

Fundamental monitor

Track FY2026 full-year results after the July 22, 2026 report date, organic versus acquisition growth, Consumer DIY trends, Construction Products roofing and wall systems, Performance Coatings protective and fire-protection demand, MAP SG&A savings, raw materials, FX, debt, buybacks, and dividends.

Reduce confidence when price strength is not matched by volume, segment margin evidence, cash-flow conversion, and progress on MAP cost actions.

Investment research summary

Four-master Research Compression

Business essence

Customers pay RPM for specialty coatings, sealants, cleaners, roofing and wall systems, concrete admixtures, protective coatings, fire protection, and related services that protect, repair, beautify, and extend the life of homes, buildings, infrastructure, and industrial assets.

Moat

RPM has brand recognition across Rust-Oleum, DAP, Zinsser, Tremco, Carboline, Euclid, Dryvit, Stonhard, and related lines, plus formulation know-how, contractor relationships, retail placement, and acquisition-built product breadth. The moat is real but not absolute because DIY demand, construction activity, and raw-material costs remain cyclical.

Munger risk inversion

The thesis fails if DIY stays weak, MAP savings are offset by volume losses or one-time charges, acquisition leverage rises without adequate returns, raw-material inflation outruns pricing, construction end markets slow, or investors stop treating RPM as a premium specialty compounder.

Management

Frank C. Sullivan and the RPM team are evaluated on MAP operational improvement, bolt-on acquisition discipline, dividend growth, buybacks, capital structure after deals, and whether brand systems and operating culture outlast any single executive.

Industry trend

Specialty coatings and building materials benefit from infrastructure repair, high-performance buildings, protective industrial coatings, housing maintenance, and product premiumization, but near-term demand depends on DIY retail traffic, construction spending, FX, energy costs, and customer inventory cycles.

Valuation and margin of safety

The current price embeds a mid-cycle specialty coatings multiple near 20x TTM earnings. Margin of safety depends on RPM converting MAP actions and mid-single-digit sales growth into durable EPS and free-cash-flow growth without a deeper DIY or construction downturn.

Source-backed data

RPM Data Table

Every metric below includes a source and last verification date.

MetricValueSourceLast verified
RPM price$105.10Yahoo Finance quote snapshotJuly 12, 2026
Market capitalizationAbout $13.41 billion calculated; $13.43 billion MarketBeatfinancial_rigor.py market-cap check and MarketBeatJuly 12, 2026
Shares outstanding127.63 millionMarketBeat company profileJuly 12, 2026
FY2025 net sales$7.37 billionRPM 2025 Summary Annual Report and MarketBeatJuly 12, 2026
FY2025 net incomeAbout $688.7 millionRPM company release / MarketBeat profitability snapshotJuly 12, 2026
Q3 FY2026 net sales$1.61 billion, up 8.9% year over yearRPM Q3 FY2026 earnings release PDFJuly 12, 2026
Q3 FY2026 adjusted diluted EPS$0.57, up 62.9% year over yearRPM Q3 FY2026 earnings release PDFJuly 12, 2026
Nine-month FY2026 net sales$5.63 billionRPM Q3 FY2026 earnings release PDFJuly 12, 2026
Nine-month operating cash flow$656.7 millionRPM Q3 FY2026 earnings release PDFJuly 12, 2026
Total debt$2.56 billion as of February 28, 2026RPM Q3 FY2026 earnings release PDFJuly 12, 2026
Total liquidity$1.02 billion including cash and committed revolversRPM Q3 FY2026 earnings release PDFJuly 12, 2026
TTM EPS$5.19MarketBeat profitability snapshotJuly 12, 2026
Book value per share$22.48MarketBeat sales and book value snapshotJuly 12, 2026
Dividend contextAbout 2.06% yield; 52 consecutive years of dividend increasesRobinhood / Fool quote snapshots and RPM dividend releaseJuly 12, 2026
CEO ownership contextFrank Sullivan direct ownership about 0.81%Simply Wall St management snapshotJuly 12, 2026
52-week high and low$129.12 high, $92.92 lowYahoo Finance quote snapshotJuly 12, 2026
Q4 FY2026 outlookMid-single-digit sales growth; low- to high-single-digit adjusted EBIT growthRPM Q3 FY2026 earnings release PDFJuly 12, 2026

Frequently Asked Questions

This RPM AI stock analysis page is an informational research tool only. It is not investment advice, a recommendation, or a personalized trading plan. Forecast scenarios are based on available public data as of the stated cutoff date and can be wrong if earnings, guidance, rates, raw-material costs, DIY or construction demand, market sentiment, or company fundamentals change.