Air Products and Chemicals Inc (APD)vsSherwin-Williams Co (SHW)
APD
Air Products and Chemicals Inc
$286.12
-0.68%
BASIC MATERIALS · Cap: $68.61B
SHW
Sherwin-Williams Co
$320.76
-0.07%
BASIC MATERIALS · Cap: $78.49B
Smart Verdict
WallStSmart Research — data-driven comparison
Sherwin-Williams Co generates 94% more annual revenue ($24.41B vs $12.60B). SHW leads profitability with a 11.0% profit margin vs -0.4%. SHW appears more attractively valued with a PEG of 2.05. SHW earns a higher WallStSmart Score of 60/100 (C+).
APD
Hold43
out of 100
Grade: D
SHW
Buy60
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-87.4%
Fair Value
$151.65
Current Price
$286.12
$134.47 premium
Margin of Safety
+1.9%
Fair Value
$330.61
Current Price
$320.76
$9.85 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Strong operational efficiency at 25.5%
Every $100 of equity generates 70 in profit
Large-cap with strong market position
Generating 1.2B in free cash flow
Areas to Watch
Expensive relative to growth rate
4.6% revenue growth
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
Moderate valuation
Distress zone — elevated risk
Trading at 20.1x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : APD
The strongest argument for APD centers on Market Cap, Operating Margin.
Bull Case : SHW
The strongest argument for SHW centers on Return on Equity, Market Cap, Free Cash Flow.
Bear Case : APD
The primary concerns for APD are PEG Ratio, Revenue Growth, Debt/Equity.
Bear Case : SHW
The primary concerns for SHW are PEG Ratio, P/E Ratio, Altman Z-Score. Debt-to-equity of 3.69 is elevated, increasing financial risk.
Key Dynamics to Monitor
APD profiles as a turnaround stock while SHW is a value play — different risk/reward profiles.
SHW carries more volatility with a beta of 1.09 — expect wider price swings.
SHW is growing revenue faster at 7.5% — sustainability is the question.
SHW generates stronger free cash flow (1.2B), providing more financial flexibility.
Bottom Line
SHW scores higher overall (60/100 vs 43/100). Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Air Products and Chemicals Inc
BASIC MATERIALS · SPECIALTY CHEMICALS · USA
Air Products and Chemicals, Inc. is an American international corporation whose principal business is selling gases and chemicals for industrial uses. Air Products' headquarters is in Allentown, Pennsylvania.
Visit Website →Sherwin-Williams Co
BASIC MATERIALS · SPECIALTY CHEMICALS · USA
Sherwin Williams Company is a Cleveland, Ohio based company in the paint and coating manufacturing industry. The company primarily engages in the manufacture, distribution, and sale of paints, coatings, floorcoverings, and related products to professional, industrial, commercial, and retail customers primarily in North and South America and Europe.
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