Calumet Specialty Products Partners (CLMT)vsSherwin-Williams Co (SHW)
CLMT
Calumet Specialty Products Partners
$29.99
+2.53%
BASIC MATERIALS · Cap: $2.43B
SHW
Sherwin-Williams Co
$321.95
+2.63%
BASIC MATERIALS · Cap: $77.79B
Smart Verdict
WallStSmart Research — data-driven comparison
Sherwin-Williams Co generates 470% more annual revenue ($23.57B vs $4.14B). SHW leads profitability with a 10.9% profit margin vs -0.8%. CLMT appears more attractively valued with a PEG of 0.65. SHW earns a higher WallStSmart Score of 54/100 (C-).
CLMT
Buy50
out of 100
Grade: C-
SHW
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CLMT.
Margin of Safety
-237.9%
Fair Value
$92.84
Current Price
$321.95
$229.11 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Every $100 of equity generates 59 in profit
Large-cap with strong market position
Areas to Watch
ROE of -11.7% — below average capital efficiency
Currently unprofitable
Operating margin of -3.3%
Premium valuation, high expectations priced in
Trading at 17.2x book value
1.4% earnings growth
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : CLMT
The strongest argument for CLMT centers on PEG Ratio. PEG of 0.65 suggests the stock is reasonably priced for its growth.
Bull Case : SHW
The strongest argument for SHW centers on Return on Equity, Market Cap.
Bear Case : CLMT
The primary concerns for CLMT are Return on Equity, Profit Margin, Operating Margin.
Bear Case : SHW
The primary concerns for SHW are P/E Ratio, Price/Book, EPS Growth.
Key Dynamics to Monitor
CLMT 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.
CLMT is growing revenue faster at 9.4% — sustainability is the question.
SHW generates stronger free cash flow (862M), providing more financial flexibility.
Bottom Line
SHW scores higher overall (54/100 vs 50/100). Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Calumet Specialty Products Partners
BASIC MATERIALS · SPECIALTY CHEMICALS · USA
Calumet Specialty Products Partners, LP produces and sells specialty hydrocarbon products in North America and internationally. The company is headquartered in Indianapolis, Indiana.
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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