Honeywell International Inc (HON)vsSherwin-Williams Co (SHW)
HON
Honeywell International Inc
$225.79
+1.90%
INDUSTRIALS · Cap: $143.53B
SHW
Sherwin-Williams Co
$321.95
+2.63%
BASIC MATERIALS · Cap: $77.79B
Smart Verdict
WallStSmart Research — data-driven comparison
Honeywell International Inc generates 59% more annual revenue ($37.44B vs $23.57B). HON leads profitability with a 12.6% profit margin vs 10.9%. HON appears more attractively valued with a PEG of 2.01. SHW earns a higher WallStSmart Score of 54/100 (C-).
HON
Buy50
out of 100
Grade: C-
SHW
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-416.2%
Fair Value
$47.19
Current Price
$225.79
$178.60 premium
Margin of Safety
-237.9%
Fair Value
$92.84
Current Price
$321.95
$229.11 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Every $100 of equity generates 26 in profit
Generating 1.1B in free cash flow
Every $100 of equity generates 59 in profit
Large-cap with strong market position
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 10.3x book value
Revenue declined 3.3%
Premium valuation, high expectations priced in
Trading at 17.2x book value
1.4% earnings growth
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : HON
The strongest argument for HON centers on Market Cap, Return on Equity, Free Cash Flow.
Bull Case : SHW
The strongest argument for SHW centers on Return on Equity, Market Cap.
Bear Case : HON
The primary concerns for HON are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : SHW
The primary concerns for SHW are P/E Ratio, Price/Book, EPS Growth.
Key Dynamics to Monitor
HON profiles as a declining stock while SHW is a value play — different risk/reward profiles.
SHW carries more volatility with a beta of 1.24 — expect wider price swings.
SHW is growing revenue faster at 5.6% — sustainability is the question.
HON generates stronger free cash flow (1.1B), providing more financial flexibility.
Bottom Line
SHW scores higher overall (54/100 vs 50/100). 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.
Honeywell International Inc
INDUSTRIALS · CONGLOMERATES · USA
Honeywell International Inc. is an American publicly traded, multinational conglomerate headquartered in Charlotte, North Carolina. It primarily operates in four areas of business: aerospace, building technologies, performance materials and technologies (PMT), and safety and productivity solutions (SPS).
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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