Cemex SAB de CV ADR (CX)vsSherwin-Williams Co (SHW)
CX
Cemex SAB de CV ADR
$10.72
+0.09%
BASIC MATERIALS · Cap: $15.18B
SHW
Sherwin-Williams Co
$344.10
-1.41%
BASIC MATERIALS · Cap: $80.35B
Smart Verdict
WallStSmart Research — data-driven comparison
Sherwin-Williams Co generates 43% more annual revenue ($24.91B vs $17.38B). SHW leads profitability with a 10.7% profit margin vs 3.6%. CX appears more attractively valued with a PEG of 0.39. CX earns a higher WallStSmart Score of 67/100 (B-).
CX
Strong Buy67
out of 100
Grade: B-
SHW
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+20.3%
Fair Value
$13.59
Current Price
$10.72
$2.87 discount
Margin of Safety
-7.6%
Fair Value
$337.95
Current Price
$344.10
$6.15 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
Earnings expanding 57.7% YoY
Every $100 of equity generates 67 in profit
Large-cap with strong market position
Areas to Watch
ROE of 3.9% — below average capital efficiency
3.6% margin — thin
Premium valuation, high expectations priced in
Distress zone — elevated risk
Expensive relative to growth rate
Premium valuation, high expectations priced in
0.9% earnings growth
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : CX
The strongest argument for CX centers on PEG Ratio, Price/Book, EPS Growth. PEG of 0.39 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 : CX
The primary concerns for CX are Return on Equity, Profit Margin, P/E Ratio. A P/E of 65.8x leaves little room for execution misses. Thin 3.6% margins leave little buffer for downturns.
Bear Case : SHW
The primary concerns for SHW are PEG Ratio, P/E Ratio, EPS Growth. Debt-to-equity of 3.52 is elevated, increasing financial risk.
Key Dynamics to Monitor
SHW carries more volatility with a beta of 1.08 — expect wider price swings.
CX is growing revenue faster at 8.1% — sustainability is the question.
SHW generates stronger free cash flow (976M), providing more financial flexibility.
Monitor BUILDING MATERIALS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CX scores higher overall (67/100 vs 56/100). Both earn "Strong 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.
Cemex SAB de CV ADR
BASIC MATERIALS · BUILDING MATERIALS · USA
CEMEX, SAB de CV, produces, markets, distributes and sells cement, ready-mix concrete, aggregates, clinker and other construction materials worldwide. The company is headquartered in San Pedro Garza Garca, Mexico.
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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