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RPM International Inc. (RPM) Stock Analysis

Falling Knife setup

SellModerate Confidence

Basic Materials · Specialty Chemicals

Sell if holding. Momentum 3.4/10 is below the 5.0 floor at $95.00 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Concentration risk — Customer: key customers in the Consumer reportable segment (65.0%); Sector modifier (Basic Materials): -0.1.

RPM International manufactures specialty paints, coatings, sealants, and construction products across four segments: CPG (~38%), Consumer (~33%), PCG (~20%), and SPG (~9%) of $7.4B net sales in fiscal 2025, marketed in ~163 countries. Revenue from direct sales to contractors,... Read more

$95.00+17.3% A.UpsideScore 5.4/10#13 of 36 Specialty Chemicals
QualityF-score7 / 9FCF yield3.13%
IncomeYield2.27%(5y avg 1.75%)Payout40.46%sustainable
Stop $91.42Target $111.42(analyst − 13%)A.R:R 3.0:1
Analyst target$128.07+34.8%14 analysts
$111.42our TP
$95.00price
$128.07mean
$148

Sell if holding. Momentum 3.4/10 is below the 5.0 floor at $95.00 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Concentration risk — Customer: key customers in the Consumer reportable segment (65.0%); Sector modifier (Basic Materials): -0.1. Chart setup: Death cross, below all MAs, RSI 37, MACD bearish. Score 5.4/10, moderate confidence.

Passes 7/9 gates (favorable risk/reward ratio, clean insider activity, no SEC red flags, news events none recent, earnings proximity 63d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and death cross (50MA < 200MA). Suitability: moderate.

Recent Developments — RPM International Inc.

Generated 2026-05-20T21:06:21Z.

Thesis

Rewards
No bull case signals
Risks
Concentration risk — Customer: key customers in the Consumer reportable segment (65.0%)
Sector modifier (Basic Materials): -0.1
Consecutive earnings misses (2)

Key Metrics

P/E (TTM)18.3
P/E (Fwd)16.2
Mkt Cap$12.2B
EV/EBITDA12.8
Profit Mgn8.6%
ROE22.9%
Rev Growth8.9%
Beta1.03
Dividend2.27%
Rating analysts21

Quality Signals

Piotroski F7/9MoatNarrow

Options Flow

P/C2.00bearish
IV39%normal

Concentration Risks(10-K Item 1A)

  • HIGHCustomerkey customers in the Consumer reportable segment65%
    10-K Item 1A: 'key customers in the Consumer reportable segment include Ace Hardware, Amazon, Do It Best...accounted for approximately 65%'
  • LOWCustomerkey customers (consolidated)22%
    10-K Item 1A: 'sales to these customers across all of our reportable segments accounted for approximately 22%, 24% and 25% of our consolidated net sales for the fiscal years ended May 31, 2025'

Material Events(8-K, last 90d)

  • 2026-04-23Item 5.02LOW
    Thomas C. Gentile III appointed to RPM International Board effective April 20, 2026. Gentile is chairman, CEO and president of Hexcel Corporation. Routine board appointment; no disagreement or successor context.
    SEC filing →

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer

Rating Breakdown

2 floor-breakers

Growth below the gate floor. Component breakdown shows what dragged the score down.static

Earnings Growth
2.0
Revenue Growth
4.7

Price action weak — below key moving averages, no momentum carry. Needs a base before trend-continuation setups apply.static

Macd
0.0
Ma Position
1.0
Volume
2.7
Rsi
3.5
Obv
10.0
Volume accumulation (rising OBV)Below 200-MA, MA slope -1.1%/30d — confirmed downtrend
GatesMomentum 3.4<4.5Death cross (50MA < 200MA)A.R:R 3.0 ≥ 1.5Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 63d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARFalling KnifeSuitability: Moderate
RSI
37 · Neutral
20D MA 50D MA 200D MADEATH CROSSSupport $94.25Resistance $108.76

Price Targets

$91
$111
A.Upside+17.3%
A.R:R3.0:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeRisk-Off

Risk Alerts

! Momentum score 3.4/10 — below 4.5 minimum
! Death cross — 50-day MA below 200-day MA

Earnings

B
B
M
M
2/4 beats
Next Earnings2026-07-23 (63d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is RPM stock a buy right now?

Sell if holding. Momentum 3.4/10 is below the 5.0 floor at $95.00 — engine's falling-knife protection flags exit rather than catching a breakdown. Specifics: Concentration risk — Customer: key customers in the Consumer reportable segment (65.0%); Sector modifier (Basic Materials): -0.1. Chart setup: Death cross, below all MAs, RSI 37, MACD bearish. Prior stop was $91.42. Score 5.4/10, moderate confidence.

What is the RPM stock price target?

Take-profit target: $111.42 (+17.3% upside). Prior stop was $91.42. Stop-loss: $91.42.

What are the risks of investing in RPM?

Concentration risk — Customer: key customers in the Consumer reportable segment (65.0%); Sector modifier (Basic Materials): -0.1; Consecutive earnings misses (2).

Is RPM overvalued or undervalued?

RPM International Inc. trades at a P/E of 18.3 (forward 16.2). TrendMatrix value score: 6.7/10. Verdict: Sell.

What do analysts say about RPM?

21 analysts cover RPM with a consensus score of 4.0/5. Average price target: $128.

What does RPM International Inc. do?RPM International manufactures specialty paints, coatings, sealants, and construction products across four segments:...

RPM International manufactures specialty paints, coatings, sealants, and construction products across four segments: CPG (~38%), Consumer (~33%), PCG (~20%), and SPG (~9%) of $7.4B net sales in fiscal 2025, marketed in ~163 countries. Revenue from direct sales to contractors, home improvement retailers, distributors, and other commercial customers.

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