Nutrien Ltd (NTR)vsSherwin-Williams Co (SHW)
NTR
Nutrien Ltd
$76.00
+2.52%
BASIC MATERIALS · Cap: $35.67B
SHW
Sherwin-Williams Co
$321.61
+1.18%
BASIC MATERIALS · Cap: $79.32B
Smart Verdict
WallStSmart Research — data-driven comparison
Nutrien Ltd generates 8% more annual revenue ($25.95B vs $23.94B). SHW leads profitability with a 10.9% profit margin vs 8.7%. NTR appears more attractively valued with a PEG of 0.58. NTR earns a higher WallStSmart Score of 69/100 (B-).
NTR
Strong Buy69
out of 100
Grade: B-
SHW
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+23.4%
Fair Value
$95.42
Current Price
$76.00
$19.42 discount
Margin of Safety
+10.6%
Fair Value
$359.79
Current Price
$321.61
$38.18 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 414.7% YoY
Growing faster than its price suggests
Attractively priced relative to earnings
Generating 2.2B in free cash flow
Every $100 of equity generates 61 in profit
Large-cap with strong market position
Areas to Watch
Distress zone — elevated risk
Premium valuation, high expectations priced in
Trading at 17.2x book value
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : NTR
The strongest argument for NTR centers on Price/Book, EPS Growth, PEG Ratio. PEG of 0.58 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 : NTR
The primary concerns for NTR are Altman Z-Score.
Bear Case : SHW
The primary concerns for SHW are P/E Ratio, Price/Book, PEG Ratio.
Key Dynamics to Monitor
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.
NTR generates stronger free cash flow (2.2B), providing more financial flexibility.
Monitor AGRICULTURAL INPUTS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
NTR scores higher overall (69/100 vs 56/100). Both earn "Strong 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.
Nutrien Ltd
BASIC MATERIALS · AGRICULTURAL INPUTS · USA
Nutrien Ltd. provides inputs, services and solutions for crops. The company is headquartered in Saskatoon, Canada.
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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