CluenexRPM International RPM
RPM International scores average on business quality (5.8 of 10). Here is why, in plain words, and what our sealed record shows.
Why it matters
- What RPM International does
RPM International manufactures specialty coatings, sealants, and building materials. Contractors and industrial clients pay for products that protect infrastructure against environmental damage.
- What it does best
RPM dominates niche construction coatings with a gross margin of 41.4% sitting in the top quartile of its sector, outperforming IFF's 37.5%. High switching costs lock in professional contractors who rely on trusted proprietary formulations.
- The main risk
Valuation disconnect remains a clear risk with the stock trading at $99.19 against an intrinsic value of $87.66, pricing in perfection while growth crawls at a modest pace.
Quality, check by check
Scored against its own industry, from company filings.
Operating margin stands at 12.4% while ROE hits 20.9%, showing solid capital returns. Profitability improves moderately as scale builds in core industrial segments.
Switching costs protect its industrial customer base, anchoring a gross margin sitting in the top quartile at the 83rd sector percentile.
Revenue grew 6.6% to $7.9B, marking an acceleration from prior years where top-line gains were sluggish.
Debt-to-equity sits at 0.8 while interest coverage is 8.7x, leaving adequate room to service debt. Free cash flow reached $675M, reflecting a softer profile getting steadily healthier.
Insiders
Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.
No open market buys or unplanned sales by executives or directors.
Our sealed record on RPM
Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.
The first sealed verdicts appear here on Oct 11, 2026.
Questions
RPM International scores average on the Cluenex quality check (5.8 of 10), measured against its own industry. Profitability is fair, moat fair, growth slow and financial health fair.
In the last 90 days of SEC Form 4 filings: No open market buys or unplanned sales by executives or directors.
Jan 6, 2027.
See RPM today
- Today's verdict on RPM, and why
- Fair value with cautious, base and optimistic cases
- The exact price that would change the verdict
- Which stocks each signal names, the night it fires
Cite this page: Cluenex, “RPM International (RPM)”, https://cluenex.com/stocks/rpm/, data as of Oct 10, 2026.