RPM International Inc
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Intrinsic Value
The intrinsic value of one RPM stock under the Base Case scenario is 103.79 USD. Compared to the current market price of 137.87 USD, RPM International Inc is Overvalued by 25%.
The Intrinsic Value is calculated as the average of DCF and Relative values:
Valuation Backtest
RPM International Inc
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Fundamental Analysis
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RPM International Inc. is a diversified global leader in specialty coatings and sealants, with a rich history that dates back to 1947. The company operates through a vast array of subsidiaries that cater to both industrial and consumer markets, providing innovative solutions in categories such as roofing, flooring, and maintenance. With a strategic focus on long-term value creation, RPM has successfully built a robust portfolio of well-known brands, including Zinsser, Rust-Oleum, and DAP. This positions the company to benefit from ongoing trends in construction and home improvement, where demand for quality products remains strong. Investors can take comfort in RPM’s commitment to research a...
RPM International Inc. is a diversified global leader in specialty coatings and sealants, with a rich history that dates back to 1947. The company operates through a vast array of subsidiaries that cater to both industrial and consumer markets, providing innovative solutions in categories such as roofing, flooring, and maintenance. With a strategic focus on long-term value creation, RPM has successfully built a robust portfolio of well-known brands, including Zinsser, Rust-Oleum, and DAP. This positions the company to benefit from ongoing trends in construction and home improvement, where demand for quality products remains strong. Investors can take comfort in RPM’s commitment to research and development, which fuels its ability to launch new, high-margin products that differentiate it in a competitive landscape.
In addition to its impressive product offering, RPM International is notable for its prudent financial management and a shareholder-friendly approach. The company has a history of strong revenue growth, consistently increasing dividends, and prudent capital allocation, which reflects its dedication to enhancing shareholder value. RPM’s strategy also embraces sustainability, as it aims to develop eco-friendly products and reduce its environmental footprint, appealing to a growing segment of socially conscious investors. With a solid balance sheet and a proven business model that adapts to changing market conditions, RPM International presents a compelling investment opportunity for those seeking exposure to the resilient coatings and sealants sector.
RPM International Inc. is a multinational company known for its specialty coatings, sealants, and other related products. The company operates through several core business segments, each targeting specific markets and customer needs. As of my last update, the primary business segments of RPM International include:
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Consumer Products: This segment focuses on products for both do-it-yourself (DIY) and professional use. It includes a wide range of brands that offer home improvement solutions like paints, stains, adhesives, and sealants. Key brands in this segment may include Rust-Oleum, DAP, and Zinsser.
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Industrial Products: RPM’s Industrial Products segment caters to commercial and industrial customers. It includes a variety of protective coatings, sealants, adhesives, and flooring systems designed for industries such as manufacturing, infrastructure, and marine. Brands within this category may encompass Carboline and TREMCO.
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Specialty Products: This segment specializes in more niche markets, providing products that are tailored to specific applications. This may include products for construction, maintenance, and repair, such as roofing and waterproofing solutions. Key brands might include the likes of Dryvit and StonHard.
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Construction Products: RPM's Construction Products segment offers a range of products and services targeted toward construction and renovation applications. This includes materials for restoration, waterproofing, and other construction-related uses, addressing contractors and builders' needs.
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International Operations: Although not a stand-alone business segment, RPM also operates various subsidiaries and segments internationally, expanding its reach and product offerings to global markets.
Each of these segments contributes to RPM International's overall revenue and profit, relying on a mixture of organic growth and strategic acquisitions to expand their market footprint. The company aims to provide high-quality products that meet the needs of its diverse customer base while continually seeking innovation and sustainability opportunities in its operations.
RPM International Inc. operates in the specialty coatings, sealants, and treatments market and holds several unique competitive advantages over its rivals:
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Diversified Product Portfolio: RPM has a vast and varied range of products under its different subsidiaries, allowing it to serve multiple markets including industrial, consumer, and construction sectors. This diversification reduces dependency on any single market segment.
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Strong Brand Recognition: The company owns well-known brands like Rust-Oleum, DAP, and Zinsser which have strong customer loyalty and recognition. This brand equity helps RPM command premium pricing and gain market share.
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Strategic Acquisitions: RPM has a history of strategic acquisitions that not only expand its product offerings but also enhance its market reach. This allows RPM to quickly integrate new technologies and innovations from acquired companies.
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Strong Distribution Network: The company has developed an extensive distribution network, which aids in reaching diverse customer bases efficiently. This network enhances its ability to respond swiftly to market demands and customer needs.
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Focus on Innovation: RPM continually invests in research and development, resulting in innovative products that meet evolving customer needs and regulatory standards. This commitment to innovation can outpace competitors who may not invest as heavily.
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Resilient Business Model: RPM operates with a robust business model that includes a wide array of applications, enabling it to weather economic fluctuations more effectively than competitors that are more specialized.
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Sustainability Practices: RPM emphasizes sustainable practices and products, which is increasingly important to consumers and businesses. Their commitment to environmental responsibility can create a competitive edge in attracting eco-conscious consumers.
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Experienced Management Team: The company benefits from seasoned leadership and management, which can make critical strategic decisions more adeptly than younger or less experienced rivals.
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Financial Strength: RPM has demonstrated strong financial performance over the years, providing it with the capital needed to invest in growth opportunities during downturns or to weather economic challenges better than its competitors.
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Global Footprint: With operations and sales in numerous countries, RPM can tap into various markets, protecting itself from localized economic downturns and providing opportunities for growth in emerging markets.
These competitive advantages enable RPM International Inc. to maintain its position and fend off challenges from competitors in the industry effectively.
RPM International Inc. operates in the specialty coatings and sealants sector, and like any company, it faces several risks and challenges that could impact its performance in the near future. Here are some key risks and challenges:
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Economic Sensitivity: RPM operates in a cyclical industry that can be sensitive to economic downturns. A recession may lead to reduced demand for construction and renovation, which impacts the company's sales.
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Raw Material Costs: Fluctuations in the prices of raw materials, such as resins and other chemical components, can significantly affect profitability. Inflationary pressures may also increase costs.
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Supply Chain Disruptions: Global supply chain issues can lead to delays in production and distribution, negatively impacting revenue flow and customer satisfaction.
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Regulatory Compliance: The company must navigate complex environmental and safety regulations, which can involve significant compliance costs. Changes in regulations concerning chemicals and environmental standards can also impose additional burdens.
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Competition: RPM faces strong competition from both established companies and new entrants. Increased competition can lead to price erosion and reduced market share if the company cannot differentiate itself.
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Innovation and Technological Change: The need to innovate and adapt to changing technologies can pose challenges. Failing to keep up with technological advancements may result in product obsolescence or loss of market relevance.
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Currency Fluctuations: As a global company, RPM is exposed to risks from currency exchange rates, which can affect both costs and revenues from international operations.
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Market Demand Variability: Demand for RPM's products may fluctuate based on changing consumer preferences and trends in construction and maintenance, which can be unpredictable.
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Dependency on Key Customers and Markets: A significant portion of revenue may come from a limited number of customers or markets. A downturn in these key areas could adversely impact revenues.
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Talent Acquisition and Retention: Attracting and retaining skilled employees is crucial for operational effectiveness. A tight labor market may make this more challenging and could lead to increased labor costs.
To navigate these risks, RPM International Inc. may need to enhance its risk management strategies, diversify its product lines and markets, and focus on operational efficiencies to sustain long-term growth.
Revenue & Expenses Breakdown
RPM International Inc
Balance Sheet Decomposition
RPM International Inc
Current Assets | 2.9B |
Cash & Short-Term Investments | 231.6m |
Receivables | 1.4B |
Other Current Assets | 1.2B |
Non-Current Assets | 3.8B |
PP&E | 1.7B |
Intangibles | 1.8B |
Other Non-Current Assets | 215.5m |
Current Liabilities | 1.3B |
Accounts Payable | 693.5m |
Accrued Liabilities | 529.8m |
Other Current Liabilities | 59.3m |
Non-Current Liabilities | 2.7B |
Long-Term Debt | 2B |
Other Non-Current Liabilities | 672.5m |
Earnings Waterfall
RPM International Inc
Revenue
|
9.3B
USD
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Cost of Revenue
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-5.5B
USD
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Gross Profit
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3.9B
USD
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Operating Expenses
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-2.7B
USD
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Operating Income
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1.2B
USD
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Other Expenses
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-383.4m
USD
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Net Income
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812.6m
USD
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Free Cash Flow Analysis
RPM International Inc
USD | |
Free Cash Flow | USD |
In the first quarter, RPM International faced a 2.1% sales decline, yet adjusted EBIT surged by 6.3%, driving a record adjusted EPS of $1.84—up 12.2%. While construction segments thrived with record EBIT margins, consumer markets continued to struggle. For the second quarter, RPM anticipates flat sales with low single-digit growth in the Construction Products Group. Fiscal 2025 guidance predicts low single-digit sales increases and mid-single-digit EBIT growth, buoyed by MAP 2025 initiatives. With cash flow of $248 million, $75 million in debt was repaid, and a new Belgian facility is on track to enhance operational efficiency.
What is Earnings Call?
RPM Profitability Score
Profitability Due Diligence
RPM International Inc's profitability score is 61/100. The higher the profitability score, the more profitable the company is.
Score
RPM International Inc's profitability score is 61/100. The higher the profitability score, the more profitable the company is.
RPM Solvency Score
Solvency Due Diligence
RPM International Inc's solvency score is 60/100. The higher the solvency score, the more solvent the company is.
Score
RPM International Inc's solvency score is 60/100. The higher the solvency score, the more solvent the company is.
Wall St
Price Targets
RPM Price Targets Summary
RPM International Inc
According to Wall Street analysts, the average 1-year price target for RPM is 136.81 USD with a low forecast of 123.22 USD and a high forecast of 157.5 USD.
Dividends
Current shareholder yield for RPM is .
Shareholder yield represents the total return a company provides to its shareholders, calculated as the sum of dividend yield, buyback yield, and debt paydown yield. What is shareholder yield?
Ownership
RPM Insider Trading
Buy and sell transactions by insiders
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Profile
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Dividend Yield
Description
RPM International, Inc. engages in the manufacture, marketing, and sale of coatings, sealants, building materials, and related services. The company is headquartered in Medina, Ohio and currently employs 15,490 full-time employees. The firm operates across four segments: Consumer Group (CG), Construction Products Group (CPG), Performance Coatings Group (PCG) and Specialty Products Group (SPG). The firm has a diverse portfolio with hundreds of brands, including Rust-Oleum, DAP, Zinsser, Varathane, Day-Glo, Legend Brands, Stonhard, Carboline, Tremco and Dryvit.
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Employees
Officers
The intrinsic value of one RPM stock under the Base Case scenario is 103.79 USD.
Compared to the current market price of 137.87 USD, RPM International Inc is Overvalued by 25%.