Lsb Industries Inc (LXU)vsSherwin-Williams Co (SHW)
LXU
Lsb Industries Inc
$11.12
+8.07%
BASIC MATERIALS · Cap: $712.05M
SHW
Sherwin-Williams Co
$330.11
+2.90%
BASIC MATERIALS · Cap: $81.37B
Smart Verdict
WallStSmart Research — data-driven comparison
Sherwin-Williams Co generates 3609% more annual revenue ($24.41B vs $658.06M). SHW leads profitability with a 11.0% profit margin vs 5.6%. LXU appears more attractively valued with a PEG of 0.42. SHW earns a higher WallStSmart Score of 60/100 (C+).
LXU
Buy54
out of 100
Grade: C-
SHW
Buy60
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for LXU.
Margin of Safety
-4.8%
Fair Value
$329.82
Current Price
$330.11
$0.29 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
Every $100 of equity generates 70 in profit
Large-cap with strong market position
Generating 1.2B in free cash flow
Areas to Watch
Distress zone — elevated risk
Smaller company, higher risk/reward
ROE of 6.8% — below average capital efficiency
5.6% margin — thin
Expensive relative to growth rate
Premium valuation, high expectations priced in
Distress zone — elevated risk
Trading at 20.7x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : LXU
The strongest argument for LXU centers on PEG Ratio, Price/Book. Revenue growth of 11.1% 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, Free Cash Flow.
Bear Case : LXU
The primary concerns for LXU are Altman Z-Score, Market Cap, Return on Equity.
Bear Case : SHW
The primary concerns for SHW are PEG Ratio, P/E Ratio, Altman Z-Score. Debt-to-equity of 3.69 is elevated, increasing financial risk.
Key Dynamics to Monitor
SHW carries more volatility with a beta of 1.08 — expect wider price swings.
LXU is growing revenue faster at 11.1% — sustainability is the question.
SHW generates stronger free cash flow (1.2B), providing more financial flexibility.
Monitor CHEMICALS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SHW scores higher overall (60/100 vs 54/100). 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.
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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