Sherwin-Williams Co (SHW)vsCVR Partners LP (UAN)
SHW
Sherwin-Williams Co
$329.10
+2.72%
BASIC MATERIALS · Cap: $79.25B
UAN
CVR Partners LP
$122.70
-2.63%
BASIC MATERIALS · Cap: $1.36B
Smart Verdict
WallStSmart Research — data-driven comparison
Sherwin-Williams Co generates 3506% more annual revenue ($24.41B vs $676.86M). UAN leads profitability with a 23.7% profit margin vs 11.0%. UAN trades at a lower P/E of 8.5x. UAN earns a higher WallStSmart Score of 70/100 (B).
SHW
Buy60
out of 100
Grade: C+
UAN
Strong Buy70
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+3.1%
Fair Value
$330.61
Current Price
$329.10
$1.51 discount
Intrinsic value data unavailable for UAN.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 70 in profit
Large-cap with strong market position
Generating 1.2B in free cash flow
Attractively priced relative to earnings
Every $100 of equity generates 39 in profit
Strong operational efficiency at 42.4%
Earnings expanding 99.9% YoY
Keeps 24 of every $100 in revenue as profit
Revenue surging 20.0% year-over-year
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Distress zone — elevated risk
Trading at 20.6x book value
Smaller company, higher risk/reward
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : SHW
The strongest argument for SHW centers on Return on Equity, Market Cap, Free Cash Flow.
Bull Case : UAN
The strongest argument for UAN centers on P/E Ratio, Return on Equity, Operating Margin. Profitability is solid with margins at 23.7% and operating margin at 42.4%. Revenue growth of 20.0% demonstrates continued momentum.
Bear Case : SHW
The primary concerns for SHW are PEG Ratio, P/E Ratio, Altman Z-Score. Debt-to-equity of 3.69 is elevated, increasing financial risk.
Bear Case : UAN
The primary concerns for UAN are Market Cap, Debt/Equity. Debt-to-equity of 1.64 is elevated, increasing financial risk.
Key Dynamics to Monitor
SHW profiles as a value stock while UAN is a growth play — different risk/reward profiles.
SHW carries more volatility with a beta of 1.09 — expect wider price swings.
UAN is growing revenue faster at 20.0% — sustainability is the question.
SHW generates stronger free cash flow (1.2B), providing more financial flexibility.
Bottom Line
UAN scores higher overall (70/100 vs 60/100), backed by strong 23.7% margins and 20.0% 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.
CVR Partners LP
BASIC MATERIALS · AGRICULTURAL INPUTS · USA
CVR Partners, LP, produces and distributes nitrogen fertilizer products in the United States. The company is headquartered in Sugar Land, Texas.
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