Lsb Industries Inc (LXU)vsSherwin-Williams Co (SHW)
LXU
Lsb Industries Inc
$14.77
-0.87%
BASIC MATERIALS · Cap: $1.05B
SHW
Sherwin-Williams Co
$321.61
-1.12%
BASIC MATERIALS · Cap: $79.32B
Smart Verdict
WallStSmart Research — data-driven comparison
Sherwin-Williams Co generates 3791% more annual revenue ($23.94B vs $615.21M). SHW leads profitability with a 10.9% profit margin vs 4.0%. LXU appears more attractively valued with a PEG of 0.42. SHW earns a higher WallStSmart Score of 56/100 (C).
LXU
Buy54
out of 100
Grade: C-
SHW
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+53.2%
Fair Value
$22.09
Current Price
$14.77
$7.32 discount
Margin of Safety
+11.5%
Fair Value
$359.53
Current Price
$321.61
$37.92 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
Revenue surging 22.3% year-over-year
Every $100 of equity generates 61 in profit
Large-cap with strong market position
Areas to Watch
Distress zone — elevated risk
Smaller company, higher risk/reward
ROE of 4.9% — below average capital efficiency
4.0% margin — thin
Premium valuation, high expectations priced in
Trading at 17.2x book value
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : LXU
The strongest argument for LXU centers on PEG Ratio, Price/Book, Revenue Growth. Revenue growth of 22.3% demonstrates continued momentum. PEG of 0.42 suggests the stock is reasonably priced for its growth.
Bull Case : SHW
The strongest argument for SHW centers on Return on Equity, Market Cap.
Bear Case : LXU
The primary concerns for LXU are Altman Z-Score, Market Cap, Return on Equity. A P/E of 42.8x leaves little room for execution misses. Thin 4.0% margins leave little buffer for downturns.
Bear Case : SHW
The primary concerns for SHW are P/E Ratio, Price/Book, PEG Ratio.
Key Dynamics to Monitor
LXU profiles as a growth 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.
LXU is growing revenue faster at 22.3% — sustainability is the question.
SHW generates stronger free cash flow (800,000), providing more financial flexibility.
Bottom Line
SHW scores higher overall (56/100 vs 54/100). LXU offers better value entry with a 53.2% margin of safety. 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.
Lsb Industries Inc
BASIC MATERIALS · CHEMICALS · USA
LSB Industries, Inc. manufactures, markets, and sells chemical products in the United States. The company is headquartered in Oklahoma City, Oklahoma.
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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