Franco-Nevada Corporation (FNV)vsSherwin-Williams Co (SHW)
FNV
Franco-Nevada Corporation
$238.65
+3.28%
BASIC MATERIALS · Cap: $41.34B
SHW
Sherwin-Williams Co
$369.73
+1.74%
BASIC MATERIALS · Cap: $87.77B
Smart Verdict
WallStSmart Research — data-driven comparison
Sherwin-Williams Co generates 1069% more annual revenue ($24.41B vs $2.09B). FNV leads profitability with a 65.7% profit margin vs 11.0%. SHW appears more attractively valued with a PEG of 2.54. FNV earns a higher WallStSmart Score of 68/100 (B-).
FNV
Strong Buy68
out of 100
Grade: B-
SHW
Buy60
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-36.6%
Fair Value
$188.71
Current Price
$238.65
$49.94 premium
Margin of Safety
-11.6%
Fair Value
$331.27
Current Price
$369.73
$38.46 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 66 of every $100 in revenue as profit
Strong operational efficiency at 79.3%
Revenue surging 77.7% year-over-year
Earnings expanding 123.1% YoY
Safe zone — low bankruptcy risk
Every $100 of equity generates 70 in profit
Large-cap with strong market position
Generating 1.2B in free cash flow
Areas to Watch
Premium valuation, high expectations priced in
Expensive relative to growth rate
Premium valuation, high expectations priced in
Distress zone — elevated risk
Expensive relative to growth rate
Trading at 23.2x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : FNV
The strongest argument for FNV centers on Profit Margin, Operating Margin, Revenue Growth. Profitability is solid with margins at 65.7% and operating margin at 79.3%. Revenue growth of 77.7% demonstrates continued momentum.
Bull Case : SHW
The strongest argument for SHW centers on Return on Equity, Market Cap, Free Cash Flow.
Bear Case : FNV
The primary concerns for FNV are P/E Ratio, PEG Ratio.
Bear Case : SHW
The primary concerns for SHW are P/E Ratio, Altman Z-Score, PEG Ratio. Debt-to-equity of 3.69 is elevated, increasing financial risk.
Key Dynamics to Monitor
FNV profiles as a growth stock while SHW is a value play — different risk/reward profiles.
SHW carries more volatility with a beta of 1.09 — expect wider price swings.
FNV is growing revenue faster at 77.7% — sustainability is the question.
SHW generates stronger free cash flow (1.2B), providing more financial flexibility.
Bottom Line
FNV scores higher overall (68/100 vs 60/100), backed by strong 65.7% margins and 77.7% revenue growth. 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.
Franco-Nevada Corporation
BASIC MATERIALS · GOLD · USA
Franco-Nevada Corporation is a gold-focused royalty and flow company in the United States, Latin America, Canada, Australia, Europe and Africa, and internationally. The company is headquartered in Toronto, Canada.
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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