RPM - RPM International Inc.
Price:
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CONSENSUS:
Buy
DETAILS
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PRICE TARGET:
$126.70
DETAILS
HIGH:
$147.00
LOW:
$115.00
MEDIAN:
$126.00
CONSENSUS:
$126.70
UPSIDE:
27.04%
AlphaVal
Deterministic, archetype-aware fair value
Stable Earnings Power
65% confidence
Primary model: P/Adj-EPS × Normalized Multiple
Adjust Assumptions
15.0x
5.17$
Key Value Driver
Normalized P/E multiple (15x base case)
Implied Market Multiple
19.3x
Plain-Language Summary
Applying a 15x P/E to adjusted EPS of $5.17, the base-case value is $77.55 per share. DDM cross-check: $130.31.
Analyst Consensus (External Reference)
Never blended into the bear/base/bull estimates above -- shown only as an outside comparison.
Average Target (22 analysts)
$126.70
Analyst Range
$115.00 – $147.00
Divergence from AlphaVal
39%
Warnings
Dividend-based valuation: $130.31 (above our primary estimate by 68%). Large gaps may signal the dividend doesn't reflect full earning power.
Wall Street's average price target is $126.70 (from 22 analysts). Our estimate is 39% below the consensus -- consider that gap carefully.
Key Risks
- Growth DCF inappropriate — terminal value assumptions dominate
- EV/EBITDA misleading for regulated businesses where capex is mandated
- Regulatory risk is a fat tail not visible in normal multiples