WallStSmart

Sherwin-Williams Co (SHW)vsSmith-Midland Corp (SMID)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Sherwin-Williams Co generates 27175% more annual revenue ($24.41B vs $89.50M). SHW leads profitability with a 11.0% profit margin vs 8.6%. SMID appears more attractively valued with a PEG of 1.20. SHW earns a higher WallStSmart Score of 60/100 (C+).

SHW

Buy

60

out of 100

Grade: C+

Growth: 5.3Profit: 8.0Value: 5.3Quality: 4.0
Piotroski: 4/9Altman Z: 1.54

SMID

Hold

45

out of 100

Grade: D

Growth: 4.7Profit: 7.5Value: 5.3Quality: 9.0
Piotroski: 5/9Altman Z: 3.90
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

SHWUndervalued (+2.3%)

Margin of Safety

+2.3%

Fair Value

$330.90

Current Price

$324.50

$6.40 discount

UndervaluedFair: $330.90Overvalued
SMIDSignificantly Overvalued (-60.0%)

Margin of Safety

-60.0%

Fair Value

$21.10

Current Price

$24.08

$2.98 premium

UndervaluedFair: $21.10Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

SHW3 strengths · Avg: 9.0/10
Return on EquityProfitability
69.7%10/10

Every $100 of equity generates 70 in profit

Market CapQuality
$78.49B9/10

Large-cap with strong market position

Free Cash FlowQuality
$1.24B8/10

Generating 1.2B in free cash flow

SMID5 strengths · Avg: 9.0/10
Debt/EquityHealth
0.0710/10

Conservative balance sheet, low leverage

Altman Z-ScoreHealth
3.9010/10

Safe zone — low bankruptcy risk

Return on EquityProfitability
26.0%9/10

Every $100 of equity generates 26 in profit

P/E RatioValuation
17.8x8/10

Attractively priced relative to earnings

Price/BookValuation
2.3x8/10

Reasonable price relative to book value

Areas to Watch

SHW4 concerns · Avg: 3.5/10
PEG RatioValuation
2.054/10

Expensive relative to growth rate

P/E RatioValuation
29.3x4/10

Moderate valuation

Altman Z-ScoreHealth
1.544/10

Distress zone — elevated risk

Price/BookValuation
20.3x2/10

Trading at 20.3x book value

SMID4 concerns · Avg: 2.3/10
Market CapQuality
$138.08M3/10

Smaller company, higher risk/reward

Revenue GrowthGrowth
-10.8%2/10

Revenue declined 10.8%

EPS GrowthGrowth
-66.9%2/10

Earnings declined 66.9%

Free Cash FlowQuality
$-2.41M2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : SHW

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

Bull Case : SMID

The strongest argument for SMID centers on Debt/Equity, Altman Z-Score, Return on Equity. PEG of 1.20 suggests the stock is reasonably priced for its growth.

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.

Bear Case : SMID

The primary concerns for SMID are Market Cap, Revenue Growth, EPS Growth.

Key Dynamics to Monitor

SMID carries more volatility with a beta of 1.74 — expect wider price swings.

SHW is growing revenue faster at 7.5% — sustainability is the question.

SHW generates stronger free cash flow (1.2B), providing more financial flexibility.

Monitor SPECIALTY CHEMICALS industry trends, competitive dynamics, and regulatory changes.

Bottom Line

SHW scores higher overall (60/100 vs 45/100). 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.

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.

Smith-Midland Corp

BASIC MATERIALS · BUILDING MATERIALS · USA

Smith-Midland Corporation invents, develops, manufactures, markets, leases, licenses, sells, and installs precast concrete products primarily for use in the construction, highway, utility, and agricultural industries. The company is headquartered in Midland, Virginia.

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