NYSE: RPM · Specialty Chemicals
RPM International (RPM) fair value: undervalued or overvalued?
As of 31 Oct 2026, Faircurve's model values RPM International (RPM) at $106.09 a share. The stock last closed at $105.45, which puts the model's fair value 0.6% above the price. On the model's bands that reads as Fairly valued.
Revalued . Price is the close of 5 Nov 2026. RPM International Inc.
The report adds the live price, the chart against the range the options market prices, the next earnings date and the analysts' consensus. No account needed.
This week, in three parts
What happenedThe run of 31 Oct 2026 moved the fair value from $114.79 to $106.09 (-7.6%). The model's quality adjustment to the peer multiple moved, lowering the fair value: most of the move.
What the model makes of itThe price of $105.45 is 0.6% below it: Fairly valued, on a high evidence grade.
What's nextReports on 7 Jan 2027. Options prices imply a move of about 9% either way over the next month. The next weekly run is on Saturday 7 Nov 2026.
What price range does the model give RPM?
The calibrated range for RPM over 63 trading days is $95.97 to $118.38. It sits around the last close, and its width comes from the volatility that RPM's own options imply (32% a year), calibrated weekly against realised prices (n = 6,661 past valuations, refreshed 31 Oct 2026). Ranges built this way held the price 60% of the time at this horizon. The fair value is the model's opinion and rides beside the range. It is not the centre of it.
The model's own simulated range, from the 20th to the 80th percentile of its runs, is $85.17 to $129.64. In 56% of the simulations the fair value came out above the price the model ran on.
Faircurve Insights · 31 Oct 2026
RPM International Inc. provides specialty chemicals for the construction, industrial, specialty, and consumer markets. It operates in four segments: CPG, PCG, Consumer, and SPG.
Faircurve's model put the fair value at $106.09 a share on 31 Oct 2026, the midpoint of 2,000 simulations. The previous run, on 24 Oct 2026, gave $114.79, so the fair value moved -7.6%. In the model's words, the quality adjustment to the peer multiple moved, lowering the fair value: most of the move. The calibrated range over 63 trading days is $95.97 to $118.38, built around the price from the volatility the stock's own options imply. Ranges built this way held the price 60% of the time at this horizon. The evidence grade is High, based on input completeness, the number and agreement of comparable companies, and the spread of outcomes. It does not say whether the fair value is right.
The overall quality score is 69 out of 100, a composite of six factors scored against comparable companies. Stability stands out at 100, with five-year EBITDA margin downside volatility of 0.8 pts against a peer median of 2.1 pts. Profitability scores 85, with ROIC of 12.8% against a peer median of 9.8%. Earnings quality scores 30, with FCF to net income of 1.02x against a peer median of 1.05x. The model compares RPM with eight peers, each with its own fair value on the site: ALB, SOLS, WLK, ESI, EMN, NEU, IFF and PPG.
Written from the figures on this page for the 31 Oct 2026 valuation and checked by rule before publishing: every number is one printed here, no forecast, no instruction. The price, the gap and the verdict are the page's own and change daily. Not a recommendation.
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When does RPM report earnings, and how has the stock reacted?
RPM International's next earnings report is scheduled for 7 Jan 2027. Companies can move their dates.
Options prices on 5 Nov 2026 imply a move of about 5.0% in either direction through the nearest expiry, about 14 days out. That is the size the market is pricing, not a direction. RPM's 30 day implied volatility works out to about 9.1% over one month.
On 2 Nov 2026 RPM moved 5.2% in one session, against the 2.2% a day that options had priced: 2.4 times the implied size.
Around its last 8 reports: what the options market priced, and what followed
Each move runs from the last close before the report to the first close after it, so it covers companies that report before the open and after the close. The median size across RPM's last 8 reports, ignoring direction, was 3.2%.
What the options market has priced for a month's move in RPM
How does RPM score on business quality?
RPM International's overall quality score is 69 out of 100. Each factor below is a score against comparable companies, not a percentile of the metric beside it.
| Factor | Score (0 to 100) | Headline measure | Peer median |
|---|---|---|---|
| ProfitabilityReturn on invested capital against the peer group, with a bonus for an improving trend. | 85 | 12.8%ROIC | 9.8% |
| Earnings qualityHow much of reported profit is cash: free cash flow to net income, and the accrual ratio (the share of earnings that is not cash). | 30 | 1.02xFCF / net income | 1.05x |
| Growth qualityTrailing revenue growth, forward growth from consensus, and the direction of analysts' rating changes. | 66 | 6.7%Revenue growth, trailing | 0.3% |
| Capital disciplineReinvestment efficiency (capital spending per unit of revenue) and net buybacks. | 60 | 0.7%Net buybacks / market value | 1.3% |
| Balance sheetNet debt to EBITDA and interest coverage. | 83 | 1.91xNet debt / EBITDA | 2.45x |
| StabilityDownside volatility of the EBITDA margin over the last five years. | 100 | 0.8 ptsEBITDA margin downside volatility, 5y | 2.1 pts |
How does RPM compare with similar companies?
The companies in specialty chemicals closest to RPM International in market value, each on the same model and the same date.
| Company | Last close | Model fair value | Gap | Model verdict |
|---|---|---|---|---|
| ALB Albemarle Corporation | $98.37 | $117.19 | +19.1% | Undervalued |
| SOLS Solstice Advanced Materials Inc. | $55.04 | $60.17 | +9.3% | Fairly valued |
| WLK Westlake Corporation | $66.28 | $62.00 | -6.5% | Fairly valued |
| ESI Element Solutions Inc | $30.76 | $29.91 | -2.8% | Fairly valued |
| EMN Eastman Chemical Company | $65.71 | $90.30 | +37.4% | Undervalued |
| NEU NewMarket Corporation | $693.08 | $747.49 | +7.9% | Fairly valued |
| IFF International Flavors & Fragrances Inc. | $86.36 | $79.40 | -8.1% | Fairly valued |
| PPG PPG Industries, Inc. | $123.27 | $135.99 | +10.3% | Fairly valued |
What the comparable companies' multiples alone would give for RPM, the peer-implied price, is $112.19 a share on this run. The fair value weighs that against the company's own multiple.
RPM International at a glance
RPM International Inc. provides specialty chemicals for the construction, industrial, specialty, and consumer markets. It operates in four segments: CPG, PCG, Consumer, and SPG.
- Market value
- $13.1B
- Sector
- Basic Materials
- Industry
- Specialty Chemicals
- Revenue expected, next twelve months
- $8.4B
- Consensus revenue growth, next fiscal year
- +4.9%
- Analysts with estimates
- 8
- Beta to the US market
- 0.67
- First valued by Faircurve
- 11 Jul 2026
At the close of 5 Nov 2026, 55.1% of the 1,060 graded US stocks the model covers traded below the model's fair value. RPM was among them.
How the fair value is worked out: the model prices RPM International on the value of the whole business, debt included, against the operating profit analysts expect next year (forward EV/EBITDA), runs 2,000 simulations across its inputs and takes the midpoint. The full method is documented here.
What changed in the latest valuation?
On 24 Oct 2026 the model's fair value for RPM was $114.79. As of 31 Oct 2026 it is $106.09, a change of -7.6%. The model's quality adjustment to the peer multiple moved, lowering the fair value: most of the move. The model revalues every stock it covers each week, and again after an earnings report.
Questions about RPM International's valuation
Is RPM International stock undervalued or overvalued?
On Faircurve's model, RPM reads as Fairly valued as of 31 Oct 2026. The model's fair value is $106.09 a share against a last close of $105.45, a gap of +0.6%.
What is RPM's fair value?
$106.09 a share as of 31 Oct 2026, the midpoint of 2,000 simulations. The model's own 20th to 80th percentile range is $85.17 to $129.64.
What price range does the model give RPM?
$95.97 to $118.38 over 63 trading days. Ranges built this way held the price 60% of the time across 6,661 past valuations, refreshed 31 Oct 2026.
When does RPM International report earnings next?
The next report is scheduled for 7 Jan 2027. Companies can move their dates.
How much has RPM moved on past earnings reports?
Across its last 8 reports the median two session move was 3.2%, ignoring direction. The largest was +14.7% around the report of 8 Apr 2026.
How confident is the model in this valuation?
The model's evidence grade for RPM is high. The grade looks at how complete the inputs are, how many comparable companies there are and how closely they agree, and how wide the range of outcomes is. It is not a probability that the fair value is right, or that the price reaches it.
The model's own ideas on RPM
The model holds no idea open on RPM today. Signed-in readers see the rule each idea runs on, the floor and the exit level the model set and its time limit, and the model's closed ideas on RPM with their outcomes. A free account is enough.