Apr. 11 at 9:50 AM
Eyes on
$SHW for its massive "brand moat."
Contractors swear by it (not just an anecdote, it’s channel dominance), and the cycle of repainting—plus new construction—ensures steady demand. AI design tools are now the ultimate sales kicker for indecisive homeowners.
The Catch: Valuation is steep, EPS growth has hit a wall, and the dividend hike is underwhelming. Is it a "quality at any price" play, or have I just inhaled too many paint fumes?