Sherwin-Williams Co (SHW)vsTalen Energy Corporation (TLN)
SHW
Sherwin-Williams Co
$316.82
-1.06%
BASIC MATERIALS · Cap: $78.98B
TLN
Talen Energy Corporation
$386.37
-1.07%
UTILITIES · Cap: $17.85B
Smart Verdict
WallStSmart Research — data-driven comparison
Sherwin-Williams Co generates 611% more annual revenue ($23.94B vs $3.37B). SHW leads profitability with a 10.9% profit margin vs -0.6%. SHW earns a higher WallStSmart Score of 56/100 (C).
SHW
Buy56
out of 100
Grade: C
TLN
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+10.9%
Fair Value
$359.21
Current Price
$316.82
$42.39 discount
Margin of Safety
-76.5%
Fair Value
$200.88
Current Price
$386.37
$185.49 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 61 in profit
Large-cap with strong market position
Revenue surging 78.9% year-over-year
Earnings expanding 34.5% YoY
Areas to Watch
Premium valuation, high expectations priced in
Trading at 17.0x book value
Expensive relative to growth rate
Trading at 16.2x book value
ROE of -1.9% — below average capital efficiency
Distress zone — elevated risk
Currently unprofitable
Comparative Analysis Report
WallStSmart ResearchBull Case : SHW
The strongest argument for SHW centers on Return on Equity, Market Cap.
Bull Case : TLN
The strongest argument for TLN centers on Revenue Growth, EPS Growth. Revenue growth of 78.9% demonstrates continued momentum.
Bear Case : SHW
The primary concerns for SHW are P/E Ratio, Price/Book, PEG Ratio.
Bear Case : TLN
The primary concerns for TLN are Price/Book, Return on Equity, Altman Z-Score.
Key Dynamics to Monitor
SHW profiles as a value stock while TLN is a hypergrowth play — different risk/reward profiles.
TLN carries more volatility with a beta of 1.67 — expect wider price swings.
TLN is growing revenue faster at 78.9% — sustainability is the question.
TLN generates stronger free cash flow (461M), providing more financial flexibility.
Bottom Line
SHW scores higher overall (56/100 vs 48/100). 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.
Talen Energy Corporation
UTILITIES · UTILITIES - INDEPENDENT POWER PRODUCERS · USA
Talen Energy Corporation (Ticker: TLN) is a leading power generation and infrastructure company based in the United States, specializing in the development and operation of reliable and sustainable energy solutions. With a diverse portfolio that includes both traditional and renewable energy sources, Talen Energy is committed to supporting the evolving energy landscape while prioritizing environmental stewardship. The company is strategically positioned to meet growing electricity demand, leverage technological advancements, and enhance grid resilience, making it an attractive investment opportunity for institutional investors focused on the energy sector's transformation.
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