Sherwin-Williams Co (SHW)vsThe Travelers Companies Inc (TRV)
SHW
Sherwin-Williams Co
$316.82
-1.06%
BASIC MATERIALS · Cap: $78.98B
TRV
The Travelers Companies Inc
$298.04
-0.30%
FINANCIAL SERVICES · Cap: $63.57B
Smart Verdict
WallStSmart Research — data-driven comparison
The Travelers Companies Inc generates 104% more annual revenue ($48.94B vs $23.94B). TRV leads profitability with a 15.5% profit margin vs 10.9%. TRV appears more attractively valued with a PEG of 2.36. TRV earns a higher WallStSmart Score of 72/100 (B).
SHW
Buy56
out of 100
Grade: C
TRV
Strong Buy72
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 TRV.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 61 in profit
Large-cap with strong market position
Attractively priced relative to earnings
Earnings expanding 357.6% YoY
Large-cap with strong market position
Every $100 of equity generates 25 in profit
Conservative balance sheet, low leverage
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
Trading at 17.0x book value
Expensive relative to growth rate
Expensive relative to growth rate
1.0% revenue growth
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : SHW
The strongest argument for SHW centers on Return on Equity, Market Cap.
Bull Case : TRV
The strongest argument for TRV centers on P/E Ratio, EPS Growth, Market Cap. Profitability is solid with margins at 15.5% and operating margin at 18.7%.
Bear Case : SHW
The primary concerns for SHW are P/E Ratio, Price/Book, PEG Ratio.
Bear Case : TRV
The primary concerns for TRV are PEG Ratio, Revenue Growth, Altman Z-Score.
Key Dynamics to Monitor
SHW carries more volatility with a beta of 1.16 — expect wider price swings.
SHW is growing revenue faster at 6.8% — sustainability is the question.
TRV generates stronger free cash flow (2.2B), providing more financial flexibility.
Monitor SPECIALTY CHEMICALS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TRV scores higher overall (72/100 vs 56/100), backed by strong 15.5% margins. 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.
The Travelers Companies Inc
FINANCIAL SERVICES · INSURANCE - PROPERTY & CASUALTY · USA
The Travelers Companies, Inc., commonly known as Travelers, is an American insurance company.
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