Dupont De Nemours Inc (DD)vsSherwin-Williams Co (SHW)
DD
Dupont De Nemours Inc
$131.72
+1.49%
BASIC MATERIALS · Cap: $17.53B
SHW
Sherwin-Williams Co
$328.48
+2.23%
BASIC MATERIALS · Cap: $78.49B
Smart Verdict
WallStSmart Research — data-driven comparison
Sherwin-Williams Co generates 249% more annual revenue ($24.41B vs $6.99B). SHW leads profitability with a 11.0% profit margin vs 0.8%. DD appears more attractively valued with a PEG of 0.78. DD earns a higher WallStSmart Score of 61/100 (C+).
DD
Buy61
out of 100
Grade: C+
SHW
Buy60
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for DD.
Margin of Safety
+1.9%
Fair Value
$330.61
Current Price
$328.48
$2.13 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 149.6% YoY
Conservative balance sheet, low leverage
Growing faster than its price suggests
Every $100 of equity generates 70 in profit
Large-cap with strong market position
Generating 1.2B in free cash flow
Areas to Watch
4.0% revenue growth
ROE of 0.4% — below average capital efficiency
0.8% margin — thin
Premium valuation, high expectations priced in
Expensive relative to growth rate
Moderate valuation
Distress zone — elevated risk
Trading at 20.6x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : DD
The strongest argument for DD centers on Price/Book, EPS Growth, Debt/Equity. PEG of 0.78 suggests the stock is reasonably priced for its growth.
Bull Case : SHW
The strongest argument for SHW centers on Return on Equity, Market Cap, Free Cash Flow.
Bear Case : DD
The primary concerns for DD are Revenue Growth, Return on Equity, Profit Margin. A P/E of 55.5x leaves little room for execution misses. Thin 0.8% margins leave little buffer for downturns.
Bear Case : SHW
The primary concerns for SHW are PEG Ratio, P/E Ratio, Altman Z-Score. Debt-to-equity of 3.69 is elevated, increasing financial risk.
Key Dynamics to Monitor
SHW carries more volatility with a beta of 1.09 — expect wider price swings.
SHW is growing revenue faster at 7.5% — sustainability is the question.
SHW generates stronger free cash flow (1.2B), providing more financial flexibility.
Monitor SPECIALTY CHEMICALS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
DD scores higher overall (61/100 vs 60/100). 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.
Dupont De Nemours Inc
BASIC MATERIALS · SPECIALTY CHEMICALS · USA
DuPont de Nemours, Inc., commonly known as DuPont, is an American company formed by the merger of Dow Chemical and E. I. du Pont de Nemours and Company on August 31, 2017, and the subsequent spinoffs of Dow Inc. and Corteva. Prior to the spinoffs it was the world's largest chemical company in terms of sales.
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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