WallStSmart

Northwest Pipe Company (NWPX)vsSherwin-Williams Co (SHW)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Sherwin-Williams Co generates 4267% more annual revenue ($23.94B vs $548.14M). SHW leads profitability with a 10.9% profit margin vs 7.7%. SHW appears more attractively valued with a PEG of 2.29. NWPX earns a higher WallStSmart Score of 57/100 (C).

NWPX

Buy

57

out of 100

Grade: C

Growth: 7.3Profit: 5.5Value: 4.0Quality: 9.0
Piotroski: 7/9Altman Z: 3.54

SHW

Buy

56

out of 100

Grade: C

Growth: 5.3Profit: 7.5Value: 5.3Quality: 4.0
Piotroski: 4/9Altman Z: 1.54
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

NWPXSignificantly Overvalued (-78.6%)

Margin of Safety

-78.6%

Fair Value

$42.13

Current Price

$117.76

$75.63 premium

UndervaluedFair: $42.13Overvalued
SHWUndervalued (+4.8%)

Margin of Safety

+4.8%

Fair Value

$320.70

Current Price

$300.09

$20.61 discount

UndervaluedFair: $320.70Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

NWPX5 strengths · Avg: 9.0/10
EPS GrowthGrowth
176.9%10/10

Earnings expanding 176.9% YoY

Altman Z-ScoreHealth
3.5410/10

Safe zone — low bankruptcy risk

Debt/EquityHealth
0.259/10

Conservative balance sheet, low leverage

Price/BookValuation
2.8x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
19.1%8/10

19.1% revenue growth

SHW2 strengths · Avg: 9.5/10
Return on EquityProfitability
58.7%10/10

Every $100 of equity generates 59 in profit

Market CapQuality
$73.12B9/10

Large-cap with strong market position

Areas to Watch

NWPX4 concerns · Avg: 3.5/10
PEG RatioValuation
2.454/10

Expensive relative to growth rate

P/E RatioValuation
28.6x4/10

Moderate valuation

Market CapQuality
$1.17B3/10

Smaller company, higher risk/reward

Profit MarginProfitability
7.7%3/10

7.7% margin — thin

SHW4 concerns · Avg: 4.0/10
PEG RatioValuation
2.294/10

Expensive relative to growth rate

P/E RatioValuation
28.5x4/10

Moderate valuation

Price/BookValuation
16.6x4/10

Trading at 16.6x book value

Altman Z-ScoreHealth
1.544/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : NWPX

The strongest argument for NWPX centers on EPS Growth, Altman Z-Score, Debt/Equity. Revenue growth of 19.1% demonstrates continued momentum.

Bull Case : SHW

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

Bear Case : NWPX

The primary concerns for NWPX are PEG Ratio, P/E Ratio, Market Cap.

Bear Case : SHW

The primary concerns for SHW are PEG Ratio, P/E Ratio, Price/Book. Debt-to-equity of 3.11 is elevated, increasing financial risk.

Key Dynamics to Monitor

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

SHW carries more volatility with a beta of 1.16 — expect wider price swings.

NWPX is growing revenue faster at 19.1% — sustainability is the question.

NWPX generates stronger free cash flow (26M), providing more financial flexibility.

Bottom Line

NWPX scores higher overall (57/100 vs 56/100) and 19.1% 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.

Northwest Pipe Company

BASIC MATERIALS · STEEL · USA

Northwest Pipe Company manufactures and supplies engineered welded steel pipe systems in North America. The company is headquartered in Vancouver, Washington.

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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