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    A Look At RPM International (RPM) Valuation After JPMorgan Upgrade And $100 Million Cost Savings Plan

    Simply Wall St·01/24/2026 20:27:14
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    RPM International (RPM) is back in focus after JPMorgan upgraded the stock and the company outlined about US$100 million in annual SG&A savings, alongside guidance for modest sales and adjusted EBIT growth.

    See our latest analysis for RPM International.

    At a share price of US$109.48, RPM has a modest 30 day share price return of 3.49%, while its 1 year total shareholder return of 11.75% decline contrasts with a 31.33% gain over three years and 45.37% over five years. This suggests longer term momentum has been stronger than the recent pullback, despite the JPMorgan upgrade and cost saving plans.

    If RPM’s recent update has you reassessing your watchlist, this could be a good moment to broaden your search and check out fast growing stocks with high insider ownership.

    So with JPMorgan highlighting attractive valuation, about US$100 million in planned SG&A savings, and RPM trading below its average analyst target, is there a genuine opportunity here, or is the market already pricing in the next leg of growth?

    Most Popular Narrative: 14.2% Undervalued

    RPM International’s most followed narrative pegs fair value at about $127.64 per share, which sits above the recent $109.48 close and frames the latest upgrade in a different light.

    The successful execution of the MAP 2025 efficiency program (with incremental $70 million in savings targeted for FY26), ongoing plant consolidations, and a streamlined 3 segment structure are set to deliver further margin improvement and operational leverage, directly benefiting earnings and free cash flow.

    Read the complete narrative.

    Curious how that margin story ties into RPM’s future earnings, revenue mix, and the P/E the narrative assumes? The full valuation depends on a tight set of growth, profitability, and discount rate assumptions that you might view very differently once you see them laid out.

    Result: Fair Value of $127.64 (UNDERVALUED)

    Have a read of the narrative in full and understand what's behind the forecasts.

    However, the analysts’ case also depends on consumer demand improving and input costs remaining manageable. If either of those factors changes, it could quickly challenge this margin story.

    Find out about the key risks to this RPM International narrative.

    Build Your Own RPM International Narrative

    If you are not fully on board with this storyline or prefer to weigh the numbers yourself, you can pull the data together and build a custom view in just a few minutes, then simply Do it your way.

    A great starting point for your RPM International research is our analysis highlighting 5 key rewards and 1 important warning sign that could impact your investment decision.

    Looking for more investment ideas?

    If RPM has sharpened your focus, do not stop here. The right watchlist can shift your whole approach, so give yourself options and scan a few angles.

    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.