Sherwin-Williams Co (SHW)vsValhi Inc (VHI)
SHW
Sherwin-Williams Co
$324.50
+0.37%
BASIC MATERIALS · Cap: $78.49B
VHI
Valhi Inc
$18.26
+0.61%
BASIC MATERIALS · Cap: $504.97M
Smart Verdict
WallStSmart Research — data-driven comparison
Sherwin-Williams Co generates 1028% more annual revenue ($24.41B vs $2.16B). SHW leads profitability with a 11.0% profit margin vs -2.4%. VHI appears more attractively valued with a PEG of 0.32. SHW earns a higher WallStSmart Score of 60/100 (C+).
SHW
Buy60
out of 100
Grade: C+
VHI
Buy58
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
+8.9%
Fair Value
$17.21
Current Price
$18.26
$1.05 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
Growing faster than its price suggests
Reasonable price relative to book value
Earnings expanding 2500.0% YoY
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Distress zone — elevated risk
Trading at 20.3x book value
Smaller company, higher risk/reward
ROE of -3.6% — below average capital efficiency
Currently unprofitable
Comparative Analysis Report
WallStSmart ResearchBull Case : SHW
The strongest argument for SHW centers on Return on Equity, Market Cap, Free Cash Flow.
Bull Case : VHI
The strongest argument for VHI centers on PEG Ratio, Price/Book, EPS Growth. Revenue growth of 12.2% demonstrates continued momentum. PEG of 0.32 suggests the stock is reasonably priced for its growth.
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 : VHI
The primary concerns for VHI are Market Cap, Return on Equity, Profit Margin.
Key Dynamics to Monitor
SHW profiles as a value stock while VHI is a turnaround play — different risk/reward profiles.
SHW carries more volatility with a beta of 1.09 — expect wider price swings.
VHI is growing revenue faster at 12.2% — 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 58/100). 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.
Valhi Inc
BASIC MATERIALS · CHEMICALS · USA
Valhi, Inc. engages in the chemicals, components, and real estate development and management businesses in Asia Pacific, Europe, North America, and internationally.
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