ICL Israel Chemicals Ltd (ICL)vsSherwin-Williams Co (SHW)
ICL
ICL Israel Chemicals Ltd
$5.60
-4.92%
BASIC MATERIALS · Cap: $7.22B
SHW
Sherwin-Williams Co
$300.09
+0.93%
BASIC MATERIALS · Cap: $73.12B
Smart Verdict
WallStSmart Research — data-driven comparison
Sherwin-Williams Co generates 223% more annual revenue ($23.94B vs $7.41B). SHW leads profitability with a 10.9% profit margin vs 3.5%. SHW appears more attractively valued with a PEG of 2.29. ICL earns a higher WallStSmart Score of 59/100 (C).
ICL
Buy59
out of 100
Grade: C
SHW
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-24.5%
Fair Value
$4.62
Current Price
$5.60
$0.98 premium
Margin of Safety
+4.8%
Fair Value
$320.70
Current Price
$300.09
$20.61 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 39.5% YoY
Every $100 of equity generates 59 in profit
Large-cap with strong market position
Areas to Watch
Moderate valuation
ROE of 4.3% — below average capital efficiency
3.5% margin — thin
Weak financial health signals
Expensive relative to growth rate
Moderate valuation
Trading at 16.6x book value
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : ICL
The strongest argument for ICL centers on Price/Book, EPS Growth. Revenue growth of 14.5% demonstrates continued momentum.
Bull Case : SHW
The strongest argument for SHW centers on Return on Equity, Market Cap.
Bear Case : ICL
The primary concerns for ICL are P/E Ratio, Return on Equity, Profit Margin. Thin 3.5% margins leave little buffer for downturns.
Bear Case : SHW
The primary concerns for SHW are PEG Ratio, P/E Ratio, Price/Book. Debt-to-equity of 3.11 is elevated, increasing financial risk.
Key Dynamics to Monitor
SHW carries more volatility with a beta of 1.16 — expect wider price swings.
ICL is growing revenue faster at 14.5% — sustainability is the question.
ICL generates stronger free cash flow (45M), providing more financial flexibility.
Monitor AGRICULTURAL INPUTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ICL scores higher overall (59/100 vs 56/100) and 14.5% revenue growth. 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.
ICL Israel Chemicals Ltd
BASIC MATERIALS · AGRICULTURAL INPUTS · USA
ICL Group Ltd, is a company specialized in minerals and chemical products worldwide. The company is headquartered in Tel Aviv, Israel.
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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