DoorDash, Inc. Class A Common Stock (DASH)vsSherwin-Williams Co (SHW)
DASH
DoorDash, Inc. Class A Common Stock
$163.93
-4.33%
CONSUMER CYCLICAL · Cap: $74.66B
SHW
Sherwin-Williams Co
$316.82
-1.06%
BASIC MATERIALS · Cap: $78.98B
Smart Verdict
WallStSmart Research — data-driven comparison
Sherwin-Williams Co generates 63% more annual revenue ($23.94B vs $14.72B). SHW leads profitability with a 10.9% profit margin vs 6.3%. DASH appears more attractively valued with a PEG of 1.76. SHW earns a higher WallStSmart Score of 56/100 (C).
DASH
Hold47
out of 100
Grade: D+
SHW
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+9.2%
Fair Value
$193.25
Current Price
$163.93
$29.32 discount
Margin of Safety
+11.7%
Fair Value
$358.94
Current Price
$316.82
$42.12 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 33.1% year-over-year
Large-cap with strong market position
Every $100 of equity generates 61 in profit
Large-cap with strong market position
Areas to Watch
Expensive relative to growth rate
Grey zone — moderate risk
6.3% margin — thin
Premium valuation, high expectations priced in
Premium valuation, high expectations priced in
Trading at 17.0x book value
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : DASH
The strongest argument for DASH centers on Revenue Growth, Market Cap. Revenue growth of 33.1% demonstrates continued momentum.
Bull Case : SHW
The strongest argument for SHW centers on Return on Equity, Market Cap.
Bear Case : DASH
The primary concerns for DASH are PEG Ratio, Altman Z-Score, Profit Margin. A P/E of 81.2x leaves little room for execution misses.
Bear Case : SHW
The primary concerns for SHW are P/E Ratio, Price/Book, PEG Ratio.
Key Dynamics to Monitor
DASH profiles as a hypergrowth stock while SHW is a value play — different risk/reward profiles.
DASH carries more volatility with a beta of 1.87 — expect wider price swings.
DASH is growing revenue faster at 33.1% — sustainability is the question.
DASH generates stronger free cash flow (537M), providing more financial flexibility.
Bottom Line
SHW scores higher overall (56/100 vs 47/100). 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.
DoorDash, Inc. Class A Common Stock
CONSUMER CYCLICAL · INTERNET RETAIL · USA
DoorDash, Inc. operates a logistics platform that connects merchants, consumers, and merchants in the United States and internationally. The company is headquartered in San Francisco, California.
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.
Compare with Other INTERNET RETAIL Stocks
Want to dig deeper into these stocks?