WallStSmart

Lavoro Limited Class A Ordinary Shares (LVRO)vsSherwin-Williams Co (SHW)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Sherwin-Williams Co generates 187% more annual revenue ($23.94B vs $8.33B). SHW leads profitability with a 10.9% profit margin vs -26.2%. SHW earns a higher WallStSmart Score of 56/100 (C).

LVRO

Hold

37

out of 100

Grade: F

Growth: 2.7Profit: 2.0Value: 5.0Quality: 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 LVRO.

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

LVRO0 strengths · Avg: 0/10

No standout strengths identified

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

LVRO4 concerns · Avg: 2.8/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$34.95M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
-252.9%2/10

ROE of -252.9% — below average capital efficiency

Revenue GrowthGrowth
-24.5%2/10

Revenue declined 24.5%

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 : LVRO

LVRO has a balanced fundamental profile.

Bull Case : SHW

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

Bear Case : LVRO

The primary concerns for LVRO are EPS Growth, Market Cap, Return on Equity.

Bear Case : SHW

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

Key Dynamics to Monitor

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

SHW carries more volatility with a beta of 1.27 — 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 37/100). 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.

Lavoro Limited Class A Ordinary Shares

BASIC MATERIALS · AGRICULTURAL INPUTS · USA

Lavoro Limited is an agricultural input retailer in Brazil, Colombia, Peru, Chile, and Uruguay. The company is headquartered in Sao Paulo, Brazil.

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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