RPM International Inc. research snapshot
RPM AI stock analysis currently reads RPM International as a diversified specialty coatings, sealants, and building materials company that delivered record fiscal 2026 adjusted results, guided to 3% to 7% sales growth and 5% to 10% adjusted EBITDA growth for fiscal 2027, and expanded its share repurchase authorization by $700 million. At the August 3, 2026 data cutoff, the reference price was $107.20, market capitalization was about $13.69 billion, and the stock traded near 20.7x trailing GAAP EPS of about $5.17. GAAP EPS dipped in fiscal 2026 because of charges and impairments, while adjusted EBIT and adjusted EPS hit records, so this RPM AI stock analysis separates franchise quality from the current entry price. It uses scenario ranges rather than a certain price prediction, and it is informational research, not investment advice.
Current price
$107.20
Market cap
$13.69 billion
AI score
67 / 100
Rating
Quality specialty coatings compounder with record adjusted EBIT and clear FY2027 guidance, held back by DIY softness, inflation, and a full valuation
Trend status
Mid-range after a record fiscal 2026 and a July earnings beat, still below the 52-week high
Data cutoff (updated monthly)
August 4, 2026
Informational use only. This page is not investment advice.
| Dimension | Conclusion | Confidence |
|---|---|---|
| Business quality | RPM 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, and fiscal 2026 net sales reached a record $7.863 billion. | High |
| Moat | The moat comes from brand equity, formulation know-how, contractor and retail distribution, system selling for buildings, 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 |
| Management | Frank C. Sullivan leads a long-tenured capital-allocation culture focused on MAP operational improvement, SG&A optimization, bolt-on acquisitions, dividend growth, and share repurchases; David C. Dennsteadt was named President and COO in July 2026, and the board raised the buyback authorization by $700 million. | Medium-high |
| Financial trend | Fiscal 2026 net sales rose 6.7% to a record $7.863 billion with record adjusted EBIT and adjusted EPS, operating cash flow of about $899 million, and free cash flow of $675 million; GAAP net income fell to $661.39 million on charges while the 52-year dividend-growth streak continued. | High |
| Valuation | At $107.20, RPM traded near 20.7x trailing GAAP EPS, 17.8x forward EPS, 4.13x book value, and about a 2.02% dividend yield, leaving limited margin of safety if DIY stays weak or inflation and tariff costs outrun pricing. | Medium-high |
| Technical trend | The stock sat near the middle of the $92.92 to $129.12 52-week range after a July earnings beat; reclaiming the low $110s would improve momentum, while a break of the low $100s would weaken the setup. | Medium |
| Risk level | Risk is moderate: DIY softness, raw-material and energy inflation, tariffs, FX, acquisition integration, higher debt after deals, restructuring and impairment charges, and construction-cycle swings can pressure results. | Medium-high |
| AI confidence | Source depth is strong, and market cap, shares, revenue, net income, EPS, valuation, and three-scenario math were checked with financial_rigor.py; consensus data from MarketBeat and Yahoo Finance agreed on the key metrics. | High |
| Investment certainty | Investment certainty is lower than data confidence because the thesis depends on consumer stabilization, raw-material and tariff cost offsets, MAP and SG&A savings, acquisition returns, and the market multiple assigned to normalized specialty coatings earnings. | Medium |
RPM AI stock forecast
The RPM AI stock forecast uses scenario ranges around the $107.20 reference price. It is not a promise of where RPM International stock will trade. The bullish case needs sales growth near the high end of guidance, consumer stabilization, and a higher quality multiple; the base case assumes mid-single-digit sales growth with adjusted EBITDA leverage and a mid-cycle multiple; the bearish case assumes inflation and tariffs outrun pricing, DIY stays soft, or the multiple compresses.
$140 to $155
More likely if RPM compounds EPS near 7% for three years toward about $6.33, the market values RPM near 24x earnings, SG&A optimization and MAP savings land, consumer DIY stabilizes, high-performance building demand stays firm, and price clears the $112 to $129 resistance band with stronger volume.
$95 to $115
More likely if EPS grows about 4% annually toward roughly $5.80, RPM delivers the guided 3% to 7% sales growth and 5% to 10% adjusted EBITDA growth, and valuation stays near a mid-cycle 18x forward earnings multiple.
$55 to $70
More likely if EPS contracts toward about $4.40, consumer and residential repair demand stay soft, raw-material inflation and tariff costs outrun 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 starts from the August 3, 2026 reference price of $107.20. 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 $13.69 billion on about 127.74 million shares. The stock moved from the low $100s in June to the low-to-mid $100s after the July 22 earnings beat and now sits near the middle of the yearly band. Because this page is static, live chart levels and moving averages should be checked before acting.
| Level | Value | Why it matters |
|---|---|---|
| Current price | $107.20 | Reference close used for this page as of the July 31, 2026 market close, based on MarketBeat and StockAnalysis quotes near the data cutoff. |
| Near support | $100 to $104 | Round-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 $95 | Zone around the reported $92.92 52-week low. A break here would point to a larger risk reset toward prior cycle lows. |
| Near resistance | $112 to $116 | First upside band above the mid-$100s base. Reclaiming it with stronger volume would improve short-term momentum. |
| Major resistance | $125 to $129 | Area 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 $129.12 | Yahoo Finance and MarketBeat listed this range near the cutoff, placing $107.20 in the middle of the yearly band. |
| Momentum | Mixed to positive | The July 22 earnings beat lifted the stock from the low $100s, but it still trades below the $112 to $116 band, so confirmation on follow-through matters. |
| Volume | Average daily volume near 0.9 to 1.0 million shares | Yahoo and MarketBeat cited average volume near this band. Above-average volume on breakouts or breakdowns would carry more signal. |
| Volatility | Moderate specialty chemicals and construction-cycle volatility | RPM can move on DIY retail data, construction spending, raw materials, tariffs, FX, acquisition news, MAP charges, and earnings guidance. |
| Invalidation | Close below $100 | A decisive close below the $100 support zone would invalidate the near-term trend-following setup into the mid-$100s. |
RPM AI trading strategy
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.
Watch for RPM to reclaim the $112 to $116 area and then test $125 to $129 with above-average volume while company commentary confirms the fiscal 2027 guidance of 3% to 7% sales growth, adjusted EBITDA growth of 5% to 10%, and stable high-performance building and protective coatings demand.
A close below $100, weak breakout volume, or a guidance cut tied to DIY, tariffs, or cost inflation should invalidate the setup.
If RPM pulls back toward $100 to $104 while filings still show record adjusted EBIT, resilient operating cash flow, dividend coverage, and MAP and SG&A savings, compare the price with normalized EPS, free-cash-flow conversion, and the 52-year 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 from inflation or tariffs.
Track Q1 fiscal 2027 results in early October 2026, consumer DIY trends, Construction Products roofing and wall systems, Performance Coatings protective and fire-protection demand, raw-material inflation in the 5% to 8% range, tariffs, price versus cost, debt, buybacks, and the November 9, 2026 investor day details on MAP 3.0.
Reduce confidence when price strength is not matched by volume, segment margin evidence, cash-flow conversion, and progress on the $75 million of expected fiscal 2027 SG&A savings.
Investment research summary
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.
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, system selling for high-performance buildings, and acquisition-built product breadth. The moat is real but not absolute because DIY demand, construction activity, tariffs, and raw-material costs remain cyclical.
The thesis fails if consumer DIY stays weak, MAP and SG&A savings are offset by volume losses or one-time charges, raw-material inflation and tariffs outrun pricing, acquisition leverage rises without adequate returns, construction end markets slow, or investors stop treating RPM as a premium specialty compounder.
Frank C. Sullivan and the RPM team are evaluated on MAP and SG&A operational improvement, bolt-on acquisition discipline, the expanded $700 million buyback, dividend growth, capital structure after deals, and whether brand systems and operating culture outlast any single executive or the July 2026 COO transition.
Specialty coatings and building materials benefit from infrastructure repair, high-performance buildings, data centers, protective industrial coatings, housing maintenance, and product premiumization, but near-term demand depends on DIY retail traffic, construction spending, tariffs, FX, energy costs, and customer inventory cycles.
The current price embeds a mid-cycle specialty coatings multiple near 20.7x trailing GAAP earnings and 17.8x forward earnings. Margin of safety depends on RPM converting the fiscal 2027 guidance and MAP and SG&A actions into durable adjusted EPS and free-cash-flow growth without a deeper DIY, tariff, or construction downturn.
Source-backed data
Every metric below includes a source and last verification date.
| Metric | Value | Source | Last verified |
|---|---|---|---|
| RPM price | $107.20 | MarketBeat quote close and StockAnalysis | July 31, 2026 |
| Market capitalization | About $13.69 billion calculated; $13.69 billion MarketBeat | financial_rigor.py market-cap check and MarketBeat | July 31, 2026 |
| Shares outstanding | 127.74 million | MarketBeat company profile | July 31, 2026 |
| Fiscal 2026 net sales | $7.863 billion, up 6.7% | RPM Q4 FY2026 earnings release and StockAnalysis | July 22, 2026 |
| Fiscal 2026 net income | $661.39 million GAAP | StockAnalysis income statement | July 22, 2026 |
| Fiscal 2026 diluted EPS | $5.17 GAAP, down 3.4% on charges | StockAnalysis income statement | July 22, 2026 |
| Q4 FY2026 net sales | $2.23 billion, up 7.2% year over year | RPM Q4 FY2026 earnings release and MarketBeat | July 22, 2026 |
| Q4 FY2026 adjusted EPS | $1.89, above the $1.83 consensus | RPM Q4 FY2026 earnings release and MarketBeat | July 22, 2026 |
| Fiscal 2026 operating cash flow | $899 million | RPM Q4 FY2026 earnings call and StockAnalysis | July 22, 2026 |
| Fiscal 2026 free cash flow | $675 million, up 25.4% | StockAnalysis cash flow statement | July 22, 2026 |
| Total debt | $2.875 billion as of May 31, 2026 | StockAnalysis balance sheet | July 22, 2026 |
| TTM EPS | $5.16 to $5.17 | MarketBeat and Yahoo Finance | July 31, 2026 |
| Forward P/E | About 17.8x | Yahoo Finance and MarketBeat | July 31, 2026 |
| Book value per share | $25.94 | MarketBeat sales and book value snapshot | July 31, 2026 |
| Dividend context | About 2.02% yield; $2.16 annual; 52 consecutive years of dividend increases | MarketBeat and RPM dividend release | July 31, 2026 |
| Share repurchase authorization | Increased by $700 million in July 2026 | RPM Q4 FY2026 earnings call | July 22, 2026 |
| FY2027 guidance | Sales up 3% to 7%; adjusted EBITDA up 5% to 10% | RPM Q4 FY2026 earnings call | July 22, 2026 |
| Analyst consensus | Moderate Buy, average target about $126 to $130 | MarketBeat consensus and Yahoo Finance target | July 31, 2026 |
| 52-week high and low | $129.12 high, $92.92 low | Yahoo Finance and MarketBeat | July 31, 2026 |
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, tariffs, DIY or construction demand, market sentiment, or company fundamentals change.
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