Qnity Electronics, Inc (Q)vsSherwin-Williams Co (SHW)
Q
Qnity Electronics, Inc
$120.26
+1.62%
TECHNOLOGY · Cap: $24.81B
SHW
Sherwin-Williams Co
$321.95
+2.63%
BASIC MATERIALS · Cap: $77.79B
Smart Verdict
WallStSmart Research — data-driven comparison
Sherwin-Williams Co generates 396% more annual revenue ($23.57B vs $4.75B). Q leads profitability with a 14.6% profit margin vs 10.9%. Q appears more attractively valued with a PEG of 2.41. SHW earns a higher WallStSmart Score of 54/100 (C-).
Q
Hold49
out of 100
Grade: D+
SHW
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-410.3%
Fair Value
$22.44
Current Price
$120.26
$97.82 premium
Margin of Safety
-237.9%
Fair Value
$92.84
Current Price
$321.95
$229.11 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 20.4%
Every $100 of equity generates 59 in profit
Large-cap with strong market position
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
ROE of 8.0% — below average capital efficiency
Earnings declined 52.8%
Premium valuation, high expectations priced in
Trading at 17.2x book value
1.4% earnings growth
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : Q
The strongest argument for Q centers on Operating Margin.
Bull Case : SHW
The strongest argument for SHW centers on Return on Equity, Market Cap.
Bear Case : Q
The primary concerns for Q are PEG Ratio, P/E Ratio, Return on Equity.
Bear Case : SHW
The primary concerns for SHW are P/E Ratio, Price/Book, EPS Growth.
Key Dynamics to Monitor
Q is growing revenue faster at 8.1% — sustainability is the question.
SHW generates stronger free cash flow (862M), providing more financial flexibility.
Monitor SEMICONDUCTOR EQUIPMENT & MATERIALS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SHW scores higher overall (54/100 vs 49/100). Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Qnity Electronics, Inc
TECHNOLOGY · SEMICONDUCTOR EQUIPMENT & MATERIALS · USA
IQVIA Holdings Inc. provides integrated information and technology-enabled healthcare services in the Americas, Europe, Africa, and Asia-Pacific. The company is headquartered in Durham, North Carolina.
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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