WallStSmart

Glatfelter (GLT)vsSherwin-Williams Co (SHW)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Sherwin-Williams Co generates 1728% more annual revenue ($23.94B vs $1.31B). SHW leads profitability with a 10.9% profit margin vs -5.1%. GLT appears more attractively valued with a PEG of 1.80. SHW earns a higher WallStSmart Score of 56/100 (C).

GLT

Hold

41

out of 100

Grade: D

Growth: 6.0Profit: 3.0Value: 4.7Quality: 5.0

SHW

Buy

56

out of 100

Grade: C

Growth: 5.3Profit: 7.5Value: 4.0Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for GLT.

SHWUndervalued (+10.6%)

Margin of Safety

+10.6%

Fair Value

$359.79

Current Price

$321.61

$38.18 discount

UndervaluedFair: $359.79Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

GLT1 strengths · Avg: 10.0/10
Price/BookValuation
0.4x10/10

Reasonable price relative to book value

SHW2 strengths · Avg: 9.5/10
Return on EquityProfitability
60.7%10/10

Every $100 of equity generates 61 in profit

Market CapQuality
$79.32B9/10

Large-cap with strong market position

Areas to Watch

GLT4 concerns · Avg: 3.5/10
PEG RatioValuation
1.804/10

Expensive relative to growth rate

Revenue GrowthGrowth
0.7%4/10

0.7% revenue growth

Market CapQuality
$73.67M3/10

Smaller company, higher risk/reward

Operating MarginProfitability
0.9%3/10

Operating margin of 0.9%

SHW3 concerns · Avg: 3.3/10
P/E RatioValuation
30.9x4/10

Premium valuation, high expectations priced in

Price/BookValuation
17.2x4/10

Trading at 17.2x book value

PEG RatioValuation
2.762/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : GLT

The strongest argument for GLT centers on Price/Book.

Bull Case : SHW

The strongest argument for SHW centers on Return on Equity, Market Cap.

Bear Case : GLT

The primary concerns for GLT are PEG Ratio, Revenue Growth, Market Cap.

Bear Case : SHW

The primary concerns for SHW are P/E Ratio, Price/Book, PEG Ratio.

Key Dynamics to Monitor

GLT profiles as a turnaround stock while SHW is a value play — different risk/reward profiles.

GLT carries more volatility with a beta of 1.74 — 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 41/100). 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.

Glatfelter

BASIC MATERIALS · PAPER & PAPER PRODUCTS · USA

Glatfelter Corporation manufactures and sells engineering materials worldwide. The company is headquartered in Charlotte, North Carolina.

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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