Sherwin-Williams Co (SHW)vsUnited States Lime & Minerals Inc (USLM)
SHW
Sherwin-Williams Co
$324.50
+0.37%
BASIC MATERIALS · Cap: $78.49B
USLM
United States Lime & Minerals Inc
$117.82
+1.67%
BASIC MATERIALS · Cap: $3.32B
Smart Verdict
WallStSmart Research — data-driven comparison
Sherwin-Williams Co generates 6376% more annual revenue ($24.41B vs $376.92M). USLM leads profitability with a 35.7% profit margin vs 11.0%. USLM trades at a lower P/E of 25.1x. SHW earns a higher WallStSmart Score of 60/100 (C+).
SHW
Buy60
out of 100
Grade: C+
USLM
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+2.3%
Fair Value
$330.90
Current Price
$324.50
$6.40 discount
Margin of Safety
+6.6%
Fair Value
$115.39
Current Price
$117.82
$2.43 discount
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
Keeps 36 of every $100 in revenue as profit
Strong operational efficiency at 41.0%
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Distress zone — elevated risk
Trading at 20.3x book value
Moderate valuation
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : SHW
The strongest argument for SHW centers on Return on Equity, Market Cap, Free Cash Flow.
Bull Case : USLM
The strongest argument for USLM centers on Profit Margin, Operating Margin, Debt/Equity. Profitability is solid with margins at 35.7% and operating margin at 41.0%.
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 : USLM
The primary concerns for USLM are P/E Ratio, Piotroski F-Score.
Key Dynamics to Monitor
SHW profiles as a value stock while USLM is a mature play — different risk/reward profiles.
SHW carries more volatility with a beta of 1.09 — expect wider price swings.
USLM is growing revenue faster at 8.3% — sustainability is the question.
SHW generates stronger free cash flow (1.2B), providing more financial flexibility.
Bottom Line
SHW scores higher overall (60/100 vs 56/100). Both earn "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.
United States Lime & Minerals Inc
BASIC MATERIALS · BUILDING MATERIALS · USA
United States Lime & Minerals, Inc. manufactures and supplies lime and limestone products in the United States. The company is headquartered in Dallas, Texas.
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