WallStSmart

Nucor Corp (NUE)vsSherwin-Williams Co (SHW)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Nucor Corp generates 45% more annual revenue ($34.16B vs $23.57B). SHW leads profitability with a 10.9% profit margin vs 6.8%. SHW appears more attractively valued with a PEG of 2.93. NUE earns a higher WallStSmart Score of 65/100 (C+).

NUE

Buy

65

out of 100

Grade: C+

Growth: 6.7Profit: 5.5Value: 4.0Quality: 8.0
Piotroski: 4/9Altman Z: 3.72

SHW

Buy

54

out of 100

Grade: C-

Growth: 4.7Profit: 7.5Value: 4.0Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

NUEOvervalued (-9.8%)

Margin of Safety

-9.8%

Fair Value

$177.09

Current Price

$222.39

$45.30 premium

UndervaluedFair: $177.09Overvalued
SHWUndervalued (+8.2%)

Margin of Safety

+8.2%

Fair Value

$353.32

Current Price

$321.61

$31.71 discount

UndervaluedFair: $353.32Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

NUE5 strengths · Avg: 9.0/10
EPS GrowthGrowth
382.1%10/10

Earnings expanding 382.1% YoY

Altman Z-ScoreHealth
3.7210/10

Safe zone — low bankruptcy risk

Market CapQuality
$50.65B9/10

Large-cap with strong market position

Price/BookValuation
2.4x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
21.3%8/10

Revenue surging 21.3% year-over-year

SHW2 strengths · Avg: 9.5/10
Return on EquityProfitability
59.4%10/10

Every $100 of equity generates 59 in profit

Market CapQuality
$83.67B9/10

Large-cap with strong market position

Areas to Watch

NUE2 concerns · Avg: 2.5/10
Profit MarginProfitability
6.8%3/10

6.8% margin — thin

PEG RatioValuation
5.212/10

Expensive relative to growth rate

SHW4 concerns · Avg: 3.5/10
P/E RatioValuation
32.9x4/10

Premium valuation, high expectations priced in

Price/BookValuation
17.2x4/10

Trading at 17.2x book value

EPS GrowthGrowth
1.4%4/10

1.4% earnings growth

PEG RatioValuation
2.932/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : NUE

The strongest argument for NUE centers on EPS Growth, Altman Z-Score, Market Cap. Revenue growth of 21.3% demonstrates continued momentum.

Bull Case : SHW

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

Bear Case : NUE

The primary concerns for NUE are Profit Margin, PEG Ratio.

Bear Case : SHW

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

Key Dynamics to Monitor

NUE profiles as a growth stock while SHW is a value play — different risk/reward profiles.

NUE carries more volatility with a beta of 1.75 — expect wider price swings.

NUE is growing revenue faster at 21.3% — sustainability is the question.

SHW generates stronger free cash flow (862M), providing more financial flexibility.

Bottom Line

NUE scores higher overall (65/100 vs 54/100) and 21.3% 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.

Nucor Corp

BASIC MATERIALS · STEEL · USA

Nucor Corporation is a producer of steel and related products based in Charlotte, North Carolina.

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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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