Monday, April 21, 2014

RPM International Equity Research

The paintings and coatings sector has notably outperformed the market in recent years, as companies such as PPG Industries, Valspar , and Sherwin-Williams  have all delivered handsome returns to shareholders. RPM International   has done the same, but it has notably underperformed the rest. However, its recent performance has been relatively and absolutely strong in recent months, and despite its hefty valuation, the stock is one of the most interesting industrial plays out there.

Peer group dynamics
As ever with investing, the important thing is to look at the future rather than the past, and this observation carries some weight when looking RPM International. Foolish investors already know about RPM International's growth prospects in 2014, and it's time to update investors on how it's executing. A share-price graph of the company relative to its peers reveals that it's starting to outperform.