Sherwin-Williams Co (SHW)vsS&P Global Inc (SPGI)
SHW
Sherwin-Williams Co
$316.82
-1.06%
BASIC MATERIALS · Cap: $78.98B
SPGI
S&P Global Inc
$420.12
-2.00%
FINANCIAL SERVICES · Cap: $126.89B
Smart Verdict
WallStSmart Research — data-driven comparison
Sherwin-Williams Co generates 52% more annual revenue ($23.94B vs $15.73B). SPGI leads profitability with a 30.4% profit margin vs 10.9%. SPGI appears more attractively valued with a PEG of 1.49. SPGI earns a higher WallStSmart Score of 71/100 (B).
SHW
Buy56
out of 100
Grade: C
SPGI
Strong Buy71
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+10.9%
Fair Value
$359.21
Current Price
$316.82
$42.39 discount
Intrinsic value data unavailable for SPGI.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 61 in profit
Large-cap with strong market position
Keeps 30 of every $100 in revenue as profit
Strong operational efficiency at 44.3%
Large-cap with strong market position
Earnings expanding 32.5% YoY
Generating 1.0B in free cash flow
Areas to Watch
Premium valuation, high expectations priced in
Trading at 17.0x book value
Expensive relative to growth rate
Moderate valuation
Grey zone — moderate risk
Comparative Analysis Report
WallStSmart ResearchBull Case : SHW
The strongest argument for SHW centers on Return on Equity, Market Cap.
Bull Case : SPGI
The strongest argument for SPGI centers on Profit Margin, Operating Margin, Market Cap. Profitability is solid with margins at 30.4% and operating margin at 44.3%. Revenue growth of 10.4% demonstrates continued momentum.
Bear Case : SHW
The primary concerns for SHW are P/E Ratio, Price/Book, PEG Ratio.
Bear Case : SPGI
The primary concerns for SPGI are P/E Ratio, Altman Z-Score.
Key Dynamics to Monitor
SHW profiles as a value stock while SPGI is a mature play — different risk/reward profiles.
SHW carries more volatility with a beta of 1.16 — expect wider price swings.
SPGI is growing revenue faster at 10.4% — sustainability is the question.
SPGI generates stronger free cash flow (1.0B), providing more financial flexibility.
Bottom Line
SPGI scores higher overall (71/100 vs 56/100), backed by strong 30.4% margins and 10.4% revenue growth. Both earn "Strong 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.
S&P Global Inc
FINANCIAL SERVICES · FINANCIAL DATA & STOCK EXCHANGES · USA
S&P Global Inc. is an American publicly traded corporation headquartered in Manhattan, New York City. Its primary areas of business are financial information and analytics.
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