Clearwater Paper Corporation (CLW)vsSherwin-Williams Co (SHW)
CLW
Clearwater Paper Corporation
$12.89
-13.20%
BASIC MATERIALS · Cap: $234.64M
SHW
Sherwin-Williams Co
$321.61
+1.18%
BASIC MATERIALS · Cap: $79.32B
Smart Verdict
WallStSmart Research — data-driven comparison
Sherwin-Williams Co generates 1439% more annual revenue ($23.94B vs $1.56B). SHW leads profitability with a 10.9% profit margin vs -1.2%. SHW appears more attractively valued with a PEG of 2.76. SHW earns a higher WallStSmart Score of 56/100 (C).
CLW
Hold50
out of 100
Grade: D+
SHW
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+75.0%
Fair Value
$69.79
Current Price
$12.89
$56.90 discount
Margin of Safety
+10.6%
Fair Value
$359.79
Current Price
$321.61
$38.18 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 1025.0% YoY
Every $100 of equity generates 61 in profit
Large-cap with strong market position
Areas to Watch
1.4% revenue growth
Smaller company, higher risk/reward
Operating margin of 2.6%
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 17.2x book value
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : CLW
The strongest argument for CLW centers on Price/Book, EPS Growth.
Bull Case : SHW
The strongest argument for SHW centers on Return on Equity, Market Cap.
Bear Case : CLW
The primary concerns for CLW are Revenue Growth, Market Cap, Operating Margin.
Bear Case : SHW
The primary concerns for SHW are P/E Ratio, Price/Book, PEG Ratio.
Key Dynamics to Monitor
CLW profiles as a turnaround stock while SHW is a value play — different risk/reward profiles.
SHW carries more volatility with a beta of 1.27 — expect wider price swings.
SHW is growing revenue faster at 6.8% — sustainability is the question.
SHW generates stronger free cash flow (862M), providing more financial flexibility.
Bottom Line
SHW scores higher overall (56/100 vs 50/100). CLW offers better value entry with a 75.0% margin of safety. 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.
Clearwater Paper Corporation
BASIC MATERIALS · PAPER & PAPER PRODUCTS · USA
Clearwater Paper Corporation produces and sells private label bleached paperboard and tissue products in the United States and internationally. The company is headquartered in Spokane, Washington.
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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