RP
RPM International Inc
RPM—
RPM International Inc AI Insights
Informational only. Not investment advice.Snapshot
- ROE of 24.1% TTM vs industry median of -38.8% - profitable outlier in largely unprofitable specialty chemicals sector[Return on Equity]
- Goodwill of 1.7B is 54% of equity (2.9x tangible book) - acquisition-heavy model creates impairment exposure[Goodwill]
- FCF of 516M TTM (6.9% yield on market cap) funds 2.04/share dividend at 37% payout - sustainable capital return[Free Cash Flow]
Watch Triggers
- Operating Margin: Falls below 10% TTM — Would signal MAP 2025 benefits fading or raw material cost pressure overwhelming pricing power
- Goodwill: Impairment charge >100M — Acquisition strategy thesis breaks if purchased brands underperform
- Free Cash Flow: FCF conversion <60% of net income — Currently 75% - deterioration would threaten dividend sustainability
Bull Case
Consistent profitability (24% ROE, 12% ROIC TTM) in sector where median company loses money - durable competitive moat from brand portfolio and distribution
ROEROICOperating Margin
5.6% 5Y revenue CAGR with expanding margins converts to 6.9% FCF yield - compounding machine trading at 19.4x P/E near industry median
Revenue 5Y GrowthFCF YieldP/E Ratio
Bear Case
Debt/equity of 0.99x with 3B total debt vs 297M cash - net debt of 2.4B is 2.2x EBITDA, limiting M&A flexibility
Debt to EquityNet DebtEBITDA
Intangibles of 2.5B (81% of equity) from serial acquisitions - integration risk and potential write-downs if synergies disappoint
GoodwillTangible Book ValueRestructuring Costs
Bull vs Bear Balance
AI-generated sentiment analysis based on fundamental metrics and market conditions.
62%
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Forward Thesis
Margin expansion likely to continue as MAP 2025 restructuring benefits fully flow through
1-3ymed
- Operating margin 12.1% TTM up from historical levels
- Restructuring spend of 8.8M signals ongoing optimization
- Asset turnover 1.03x enables operating leverage
EBITDA margin 14.6% on 7.5B revenueNet margin 9.2% vs industry median ~0%ROIC 12.4% exceeds cost of capital
Valuation Context
Caveats
Public Strategies Rankings
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RPM Fundamentals
Manufacturing → Chemical Manufacturing
| Metric | Value | YoY Growth | Industry Percentile |
|---|---|---|---|
$14.16B | — | ||
$16.71B | — | ||
21 | — | ||
$7.58B | +3.2% | — | |
$5.32 | +4.2% | — | |
11.9% | -0.6% | — | |
8.79% | -0.1% | — | |
$582.9M | -11.2% | — | |
0.23 | -2.9% | — | |
Beta 5Y (Monthly) | unknown | — |
RPM Dividend History
105 dividends
2026
$0.540001/16/26$0.5400
2025
$2.070010/20/25$0.5400
07/15/25$0.5100
04/17/25$0.5100
01/17/25$0.5100
2024
$1.890010/18/24$0.5100
07/17/24$0.4600
04/18/24$0.4600
01/18/24$0.4600
2023
$1.720010/17/23$0.4600
07/17/23$0.4200
04/12/23$0.4200
01/19/23$0.4200
2022
$1.620010/14/22$0.4200
07/14/22$0.4000
04/13/22$0.4000
01/13/22$0.4000
2021
$1.540010/15/21$0.4000
07/14/21$0.3800
04/14/21$0.3800
01/14/21$0.3800
2020
$1.460010/16/20$0.3800
07/15/20$0.3600
04/15/20$0.3600
01/15/20$0.3600
2019
$1.410010/11/19$0.3600
07/15/19$0.3500
04/15/19$0.3500
01/15/19$0.3500
2018
$1.310010/15/18$0.3500
07/16/18$0.3200
04/16/18$0.3200
01/16/18$0.3200
2017
$1.220010/13/17$0.3200
07/13/17$0.3000
04/11/17$0.3000
01/11/17$0.3000
2016
$1.125010/13/16$0.3000
07/14/16$0.2750
04/14/16$0.2750
01/13/16$0.2750
2015
$1.055010/15/15$0.2750
07/09/15$0.2600
04/09/15$0.2600
01/08/15$0.2600
2014
$0.980010/16/14$0.2600
07/09/14$0.2400
04/09/14$0.2400
01/09/14$0.2400
2013
$0.690010/17/13$0.2400
07/10/13$0.2250
04/10/13$0.2250
2012
$1.095012/13/12$0.2250
10/11/12$0.2250
07/11/12$0.2150
04/11/12$0.2150
01/11/12$0.2150
2011
$0.845010/13/11$0.2150
07/13/11$0.2100
04/11/11$0.2100
01/12/11$0.2100
2010
$0.825010/14/10$0.2100
07/14/10$0.2050
04/14/10$0.2050
01/13/10$0.2050
2009
$0.805010/15/09$0.2050
07/15/09$0.2000
04/15/09$0.2000
01/14/09$0.2000
2008
$0.770010/16/08$0.2000
07/10/08$0.1900
04/10/08$0.1900
01/10/08$0.1900
2007
$0.715010/17/07$0.1900
07/11/07$0.1750
04/11/07$0.1750
01/10/07$0.1750
2006
$0.655010/18/06$0.1750
07/12/06$0.1600
04/11/06$0.1600
01/11/06$0.1600
2005
$0.610010/19/05$0.1600
07/13/05$0.1500
04/13/05$0.1500
01/12/05$0.1500
2004
$0.570010/14/04$0.1500
07/08/04$0.1400
04/07/04$0.1400
01/08/04$0.1400
2003
$0.530010/16/03$0.1400
07/10/03$0.1300
04/10/03$0.1300
01/09/03$0.1300
2002
$0.505010/17/02$0.1300
07/10/02$0.1250
04/10/02$0.1250
01/10/02$0.1250
2001
$0.500010/18/01$0.1250
07/11/01$0.1250
04/10/01$0.1250
01/10/01$0.1250
2000
$0.492510/19/00$0.1250
07/13/00$0.1225
04/12/00$0.1225
01/12/00$0.1225
RPM Stock Splits
No stock splits
RPM SEC Filings
| Filing Date | Report Date | Report Type | Filing Link |
|---|---|---|---|
01/08/26 | 11/30/25 | 10-Q | |
10/01/25 | 08/31/25 | 10-Q | |
07/24/25 | 05/31/25 | Unknown | |
04/08/25 | 02/28/25 | 10-Q | |
01/07/25 | 11/30/24 | 10-Q | |
10/02/24 | 08/31/24 | 10-Q | |
07/25/24 | 05/31/24 | 10-K | |
04/04/24 | 02/29/24 | 10-Q | |
01/04/24 | 11/30/23 | 10-Q | |
10/04/23 | 08/31/23 | 10-Q | |
07/26/23 | 05/31/23 | 10-K | |
04/06/23 | 02/28/23 | 10-Q | |
01/05/23 | 11/30/22 | 10-Q | |
10/05/22 | 08/31/22 | 10-Q | |
07/25/22 | 05/31/22 | 10-K | |
04/06/22 | 02/28/22 | 10-Q | |
01/05/22 | 11/30/21 | 10-Q | |
10/06/21 | 08/31/21 | 10-Q | |
07/26/21 | 05/31/21 | 10-K | |
04/07/21 | 02/28/21 | 10-Q | |
01/07/21 | 11/30/20 | 10-Q | |
10/07/20 | 08/31/20 | 10-Q | |
07/27/20 | 05/31/20 | 10-K | |
04/08/20 | 02/29/20 | 10-Q | |
01/08/20 | 11/30/19 | 10-Q | |
10/03/19 | 08/31/19 | 10-Q | |
07/24/19 | 05/31/19 | 10-K | |
04/08/19 | 02/28/19 | 10-Q | |
01/08/19 | 11/30/18 | 10-Q | |
10/03/18 | 08/31/18 | 10-Q | |
07/23/18 | 05/31/18 | 10-K | |
04/05/18 | 02/28/18 | 10-Q | |
01/04/18 | 11/30/17 | 10-Q | |
10/04/17 | 08/31/17 | 10-Q | |
07/24/17 | 05/31/17 | 10-K | |
04/06/17 | 02/28/17 | 10-Q | |
01/09/17 | 11/30/16 | 10-Q | |
10/05/16 | 08/31/16 | 10-Q | |
07/28/16 | 05/31/16 | 10-K | |
04/06/16 | 02/29/16 | 10-Q | |
01/06/16 | 11/30/15 | 10-Q | |
10/07/15 | 08/31/15 | 10-Q | |
07/27/15 | 05/31/15 | 10-K | |
04/08/15 | 02/28/15 | 10-Q | |
01/07/15 | 11/30/14 | 10-Q | |
10/08/14 | 08/31/14 | 10-Q | |
08/14/14 | 05/31/14 | 10-K | |
04/03/14 | 02/28/14 | 10-Q | |
01/08/14 | 11/30/13 | 10-Q | |
10/09/13 | 08/31/13 | 10-Q | |
07/24/13 | 05/31/13 | 10-K | |
08/14/14 | 02/28/13 | 10-Q/A | |
04/04/13 | 02/28/13 | 10-Q | |
08/14/14 | 11/30/12 | 10-Q/A | |
01/08/13 | 11/30/12 | 10-Q | |
08/14/14 | 08/31/12 | 10-Q/A | |
10/04/12 | 08/31/12 | 10-Q | |
07/26/12 | 05/31/12 | 10-K | |
04/05/12 | 02/29/12 | 10-Q | |
08/14/14 | 02/29/12 | 10-Q/A | |
01/05/12 | 11/30/11 | 10-Q | |
08/14/14 | 11/30/11 | 10-Q/A | |
10/07/11 | 08/31/11 | 10-Q | |
08/14/14 | 08/31/11 | 10-Q/A | |
07/27/11 | 05/31/11 | 10-K | |
04/05/12 | 02/28/11 | 10-Q | |
01/07/11 | 11/30/10 | 10-Q | |
10/06/10 | 08/31/10 | 10-Q | |
07/29/10 | 05/31/10 | 10-K | |
04/08/10 | 02/28/10 | 10-Q | |
04/07/11 | 02/28/10 | 10-Q | |
01/06/10 | 11/30/09 | 10-Q | |
10/05/09 | 08/31/09 | 10-Q | |
07/28/09 | 05/31/09 | 10-K | |
04/09/09 | 02/28/09 | 10-Q | |
01/08/09 | 11/30/08 | 10-Q | |
10/10/08 | 08/30/08 | Unknown | -- |
07/30/08 | 05/30/08 | Unknown | -- |
04/08/08 | 02/29/08 | 10-Q | |
01/09/08 | 11/30/07 | 10-Q | |
10/09/07 | 08/30/07 | Unknown | -- |
07/30/07 | 05/30/07 | Unknown | -- |
04/09/07 | 02/28/07 | 10-Q | |
01/09/07 | 11/30/06 | 10-Q | |
10/10/06 | 08/30/06 | Unknown | -- |
08/10/06 | 05/30/06 | Unknown | -- |
04/10/06 | 02/28/06 | 10-Q | |
01/09/06 | 11/30/05 | 10-Q | |
10/06/05 | 08/31/05 | 8-K | |
08/15/05 | 05/30/05 | Unknown | -- |
04/07/05 | 02/28/05 | 10-Q | |
01/10/05 | 11/30/04 | 10-Q | |
10/12/04 | 08/30/04 | Unknown | -- |
08/16/04 | 05/30/04 | Unknown | -- |
04/08/04 | 02/29/04 | 10-Q | |
01/14/04 | 11/30/03 | 10-Q | |
10/09/03 | 08/30/03 | Unknown | -- |
08/29/03 | 05/30/03 | Unknown | -- |
04/14/03 | 02/28/03 | 10-Q | |
01/13/03 | 11/30/02 | 10-Q | |
10/11/02 | 08/31/02 | 8-K | |
08/29/02 | 05/30/02 | Unknown | -- |
04/15/02 | 02/28/02 | 10-Q | |
01/14/02 | 11/30/01 | 10-Q | |
10/15/01 | 08/30/01 | Unknown | -- |
08/29/01 | 05/30/01 | Unknown | -- |
04/16/01 | 02/28/01 | 10-Q | |
01/16/01 | 11/30/00 | 10-Q | |
10/16/00 | 08/30/00 | Unknown | -- |
08/28/00 | 05/30/00 | Unknown | -- |
04/14/00 | 02/29/00 | 10-Q |