WallStSmart

Air Products and Chemicals Inc (APD)vsSherwin-Williams Co (SHW)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Sherwin-Williams Co generates 93% more annual revenue ($23.57B vs $12.21B). SHW leads profitability with a 10.9% profit margin vs -2.7%. SHW appears more attractively valued with a PEG of 2.69. SHW earns a higher WallStSmart Score of 54/100 (C-).

APD

Hold

42

out of 100

Grade: D

Growth: 4.7Profit: 3.5Value: 4.0Quality: 5.0
Piotroski: 1/9Altman Z: 1.36

SHW

Buy

54

out of 100

Grade: C-

Growth: 6.7Profit: 7.5Value: 4.7Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for APD.

SHWSignificantly Overvalued (-226.9%)

Margin of Safety

-226.9%

Fair Value

$92.84

Current Price

$303.53

$210.69 premium

UndervaluedFair: $92.84Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

APD2 strengths · Avg: 8.5/10
Market CapQuality
$62.57B9/10

Large-cap with strong market position

Operating MarginProfitability
24.3%8/10

Strong operational efficiency at 24.3%

SHW3 strengths · Avg: 9.7/10
Return on EquityProfitability
59.4%10/10

Every $100 of equity generates 59 in profit

EPS GrowthGrowth
140.0%10/10

Earnings expanding 140.0% YoY

Market CapQuality
$76.90B9/10

Large-cap with strong market position

Areas to Watch

APD4 concerns · Avg: 2.5/10
Debt/EquityHealth
1.183/10

Elevated debt levels

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

PEG RatioValuation
6.412/10

Expensive relative to growth rate

Return on EquityProfitability
-1.7%2/10

ROE of -1.7% — below average capital efficiency

SHW3 concerns · Avg: 3.3/10
P/E RatioValuation
30.2x4/10

Premium valuation, high expectations priced in

Price/BookValuation
16.3x4/10

Trading at 16.3x book value

PEG RatioValuation
2.692/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull 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, EPS Growth, Market Cap.

Bear Case : APD

The primary concerns for APD are Debt/Equity, Piotroski F-Score, PEG Ratio.

Bear Case : SHW

The primary concerns for SHW are P/E Ratio, Price/Book, PEG Ratio.

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 1.24 — expect wider price swings.

APD is growing revenue faster at 5.8% — sustainability is the question.

SHW generates stronger free cash flow (862M), providing more financial flexibility.

Bottom Line

SHW scores higher overall (54/100 vs 42/100). 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.

Want to dig deeper into these stocks?