Sherwin-Williams Co (SHW)vsTriple Flag Precious Metals Corp (TFPM)
SHW
Sherwin-Williams Co
$315.37
+0.17%
BASIC MATERIALS · Cap: $78.14B
TFPM
Triple Flag Precious Metals Corp
$32.78
+3.67%
BASIC MATERIALS · Cap: $6.80B
Smart Verdict
WallStSmart Research — data-driven comparison
Sherwin-Williams Co generates 5965% more annual revenue ($23.57B vs $388.70M). TFPM leads profitability with a 61.8% profit margin vs 10.9%. TFPM trades at a lower P/E of 27.8x. TFPM earns a higher WallStSmart Score of 65/100 (B-).
SHW
Buy54
out of 100
Grade: C-
TFPM
Strong Buy65
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-240.9%
Fair Value
$92.66
Current Price
$315.37
$222.71 premium
Margin of Safety
+32.4%
Fair Value
$55.22
Current Price
$32.78
$22.44 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 59 in profit
Large-cap with strong market position
Keeps 62 of every $100 in revenue as profit
Strong operational efficiency at 54.7%
Revenue surging 60.2% year-over-year
Earnings expanding 81.4% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Areas to Watch
Premium valuation, high expectations priced in
Trading at 16.9x book value
1.4% earnings growth
Expensive relative to growth rate
Moderate valuation
Comparative Analysis Report
WallStSmart ResearchBull Case : SHW
The strongest argument for SHW centers on Return on Equity, Market Cap.
Bull Case : TFPM
The strongest argument for TFPM centers on Profit Margin, Operating Margin, Revenue Growth. Profitability is solid with margins at 61.8% and operating margin at 54.7%. Revenue growth of 60.2% demonstrates continued momentum.
Bear Case : SHW
The primary concerns for SHW are P/E Ratio, Price/Book, EPS Growth.
Bear Case : TFPM
The primary concerns for TFPM are P/E Ratio.
Key Dynamics to Monitor
SHW profiles as a value stock while TFPM is a growth play — different risk/reward profiles.
SHW carries more volatility with a beta of 1.24 — expect wider price swings.
TFPM is growing revenue faster at 60.2% — sustainability is the question.
SHW generates stronger free cash flow (862M), providing more financial flexibility.
Bottom Line
TFPM scores higher overall (65/100 vs 54/100), backed by strong 61.8% margins and 60.2% 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.
Triple Flag Precious Metals Corp
BASIC MATERIALS · OTHER PRECIOUS METALS & MINING · USA
Triple Flag Precious Metals Corp (TFPM) is a leading precious metals streaming and royalty company that provides innovative capital solutions to the mining industry in exchange for a percentage of future production. With a well-diversified portfolio across multiple established mining jurisdictions, TFPM effectively mitigates risk while capitalizing on the growing demand for gold and silver. The firm employs a unique financial model that not only supports mining operations but also enhances its alignment with favorable price trends in the precious metals market. Led by a seasoned management team and supported by a strong balance sheet, Triple Flag is poised to capitalize on sustainable mining opportunities, making it an attractive investment for institutional players seeking stability and growth in their commodity investments.
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