Sherwin-Williams Co (SHW)vsWD-40 Company (WDFC)
SHW
Sherwin-Williams Co
$323.31
+1.85%
BASIC MATERIALS · Cap: $78.49B
WDFC
WD-40 Company
$194.82
-2.12%
BASIC MATERIALS · Cap: $2.68B
Smart Verdict
WallStSmart Research — data-driven comparison
Sherwin-Williams Co generates 3518% more annual revenue ($24.41B vs $674.68M). WDFC leads profitability with a 13.2% profit margin vs 11.0%. SHW appears more attractively valued with a PEG of 2.05. WDFC earns a higher WallStSmart Score of 67/100 (B-).
SHW
Buy60
out of 100
Grade: C+
WDFC
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+2.3%
Fair Value
$330.90
Current Price
$323.31
$7.59 discount
Margin of Safety
-77.3%
Fair Value
$133.16
Current Price
$194.82
$61.66 premium
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
Every $100 of equity generates 31 in profit
Safe zone — low bankruptcy risk
Strong operational efficiency at 20.7%
Revenue surging 24.3% year-over-year
Earnings expanding 45.5% YoY
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Distress zone — elevated risk
Trading at 20.2x book value
Premium valuation, high expectations priced in
Trading at 9.4x book value
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : SHW
The strongest argument for SHW centers on Return on Equity, Market Cap, Free Cash Flow.
Bull Case : WDFC
The strongest argument for WDFC centers on Return on Equity, Altman Z-Score, Operating Margin. Revenue growth of 24.3% 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 : WDFC
The primary concerns for WDFC are P/E Ratio, Price/Book, PEG Ratio.
Key Dynamics to Monitor
SHW profiles as a value stock while WDFC is a growth play — different risk/reward profiles.
SHW carries more volatility with a beta of 1.09 — expect wider price swings.
WDFC is growing revenue faster at 24.3% — sustainability is the question.
SHW generates stronger free cash flow (1.2B), providing more financial flexibility.
Bottom Line
WDFC scores higher overall (67/100 vs 60/100) and 24.3% 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.
WD-40 Company
BASIC MATERIALS · SPECIALTY CHEMICALS · USA
WD-40 Company develops and sells maintenance products and cleaning and home care products in America, Europe, the Middle East, Africa and Asia-Pacific. The company is headquartered in San Diego, California.
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