What is RPM International Inc.'s DCF fair value?

RPM International Inc. (RPM) base-case DCF fair value: $122 per share. Discounted at 8.6% WACC with 2.5% terminal growth. Implied upside vs. current price: +13%.

What is RPM International Inc.'s net debt?

RPM International Inc. (RPM) carries net debt of $1.8B as of Q2 FY2026 — cash $280M vs. total debt $2.0B.

RPM International Inc.

Q: What is the bull case for RPM International Inc.?

RPM International Inc. (RPM) bull case: MAP 2025 margin execution driving EBIT above 14.5% and revenue re-acceleration, potentially coupled with Tremco services-quality re-rating, are the primary upside drivers.

Q: What is the bear case for RPM International Inc.?

RPM International Inc. (RPM) bear case: A deeper CRE recession, raw material cost spikes, or Sika gaining specification share from Tremco could prevent margin recovery and suppress the multiple.

RPM

NYSEFree primer · Steps 1–3 of 21Updated June 1, 2026Coverage as of 2026-Q2

DCF Fair Value

$122+13%

Net Debt

$1.8B

Bull Case

MAP 2025 margin execution driving EBIT above 14.5% and revenue re-acceleration, potentially coupled with Tremco services-quality re-rating, are the primary upside drivers.

Bear Case

A deeper CRE recession, raw material cost spikes, or Sika gaining specification share from Tremco could prevent margin recovery and suppress the multiple.

Full Research Available

This primer covers steps 1–3 of 21. The full deep dive includes moat analysis, DCF valuation, bull/bear scenarios, management quality, earnings transcript analysis, competitive positioning, returns on capital, institutional/insider activity, and an investment memo.

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