Sherwin-Williams Co (SHW)vsSouthern Company (SO)
SHW
Sherwin-Williams Co
$321.95
+2.63%
BASIC MATERIALS · Cap: $77.79B
SO
Southern Company
$94.61
+0.67%
UTILITIES · Cap: $105.91B
Smart Verdict
WallStSmart Research — data-driven comparison
Southern Company generates 25% more annual revenue ($29.55B vs $23.57B). SO leads profitability with a 14.7% profit margin vs 10.9%. SHW appears more attractively valued with a PEG of 2.63. SO earns a higher WallStSmart Score of 54/100 (C-).
SHW
Buy54
out of 100
Grade: C-
SO
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-237.9%
Fair Value
$92.84
Current Price
$321.95
$229.11 premium
Margin of Safety
-254.9%
Fair Value
$26.66
Current Price
$94.61
$67.95 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 59 in profit
Large-cap with strong market position
Large-cap with strong market position
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
Trading at 17.2x book value
1.4% earnings growth
Expensive relative to growth rate
Expensive relative to growth rate
Earnings declined 22.1%
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : SHW
The strongest argument for SHW centers on Return on Equity, Market Cap.
Bull Case : SO
The strongest argument for SO centers on Market Cap, Price/Book. Revenue growth of 10.1% demonstrates continued momentum.
Bear Case : SHW
The primary concerns for SHW are P/E Ratio, Price/Book, EPS Growth.
Bear Case : SO
The primary concerns for SO are PEG Ratio, EPS Growth, Free Cash Flow.
Key Dynamics to Monitor
SHW carries more volatility with a beta of 1.24 — expect wider price swings.
SO is growing revenue faster at 10.1% — sustainability is the question.
SHW generates stronger free cash flow (862M), providing more financial flexibility.
Monitor SPECIALTY CHEMICALS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SHW scores higher overall (54/100 vs 54/100). 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.
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.
Southern Company
UTILITIES · UTILITIES - REGULATED ELECTRIC · USA
Southern Company is an American gas and electric utility holding company based in the southern United States. It is headquartered in Atlanta, Georgia, with executive offices also located in Birmingham, Alabama.
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