Sherwin-Williams (SHW) has been under pressure after UBS cut its rating to Neutral, pointing to a soft U.S. housing market and tempered near term earnings expectations, even as the AkzoNobel pursuit was shelved. See our latest analysis for Sherwin-Williams. At a share price of US$300.09, Sherwin-Williams has seen short term share price pressure, with the 30 day share price return down 3.96% and year to date share price return down 8.46%, while the 3 year total shareholder return of 26.68%...

If you are wondering whether Sherwin-Williams at around US$296 per share is starting to look attractively priced, the valuation picture is more nuanced than the headline price suggests. The stock has retreated recently, with the share price down 4.3% over the past week, 4.5% over the past month, 9.6% year to date and 17.4% over the last year, even though the 3 year and 5 year returns stand at 26.5% and 12.0% respectively. Recent coverage has focused on how established industrials like...