WallStSmart

Amrize Ltd (AMRZ)vsSherwin-Williams Co (SHW)

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Smart Verdict

WallStSmart Research — data-driven comparison

Sherwin-Williams Co generates 100% more annual revenue ($24.41B vs $12.18B). SHW leads profitability with a 11.0% profit margin vs 10.1%. AMRZ appears more attractively valued with a PEG of 1.13. AMRZ earns a higher WallStSmart Score of 68/100 (B-).

AMRZ

Strong Buy

68

out of 100

Grade: B-

Growth: 5.3Profit: 6.5Value: 5.7Quality: 5.0
Piotroski: 2/9Altman Z: 1.61

SHW

Buy

60

out of 100

Grade: C+

Growth: 5.3Profit: 8.0Value: 5.3Quality: 4.0
Piotroski: 4/9Altman Z: 1.54
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for AMRZ.

SHWUndervalued (+2.3%)

Margin of Safety

+2.3%

Fair Value

$330.90

Current Price

$324.50

$6.40 discount

UndervaluedFair: $330.90Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AMRZ2 strengths · Avg: 8.0/10
Price/BookValuation
1.7x8/10

Reasonable price relative to book value

Operating MarginProfitability
20.5%8/10

Strong operational efficiency at 20.5%

SHW3 strengths · Avg: 9.0/10
Return on EquityProfitability
69.7%10/10

Every $100 of equity generates 70 in profit

Market CapQuality
$78.49B9/10

Large-cap with strong market position

Free Cash FlowQuality
$1.24B8/10

Generating 1.2B in free cash flow

Areas to Watch

AMRZ2 concerns · Avg: 3.5/10
Altman Z-ScoreHealth
1.614/10

Distress zone — elevated risk

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

SHW4 concerns · Avg: 3.5/10
PEG RatioValuation
2.054/10

Expensive relative to growth rate

P/E RatioValuation
29.3x4/10

Moderate valuation

Altman Z-ScoreHealth
1.544/10

Distress zone — elevated risk

Price/BookValuation
20.3x2/10

Trading at 20.3x book value

Comparative Analysis Report

WallStSmart Research

Bull Case : AMRZ

The strongest argument for AMRZ centers on Price/Book, Operating Margin. PEG of 1.13 suggests the stock is reasonably priced for its growth.

Bull Case : SHW

The strongest argument for SHW centers on Return on Equity, Market Cap, Free Cash Flow.

Bear Case : AMRZ

The primary concerns for AMRZ are Altman Z-Score, Piotroski F-Score.

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.

Key Dynamics to Monitor

AMRZ is growing revenue faster at 8.6% — sustainability is the question.

SHW generates stronger free cash flow (1.2B), providing more financial flexibility.

Monitor BUILDING MATERIALS industry trends, competitive dynamics, and regulatory changes.

Bottom Line

AMRZ scores higher overall (68/100 vs 60/100). 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.

Amrize Ltd

BASIC MATERIALS · BUILDING MATERIALS · USA

Amrize Ltd (AMRZ) is an innovative technology firm at the forefront of the digital health and wellness industry, dedicated to transforming healthcare delivery with cutting-edge technologies and data-driven solutions. The company prioritizes enhancing patient outcomes and access to care, significantly investing in research and development to address the rising demand for scalable health innovations. With a diverse portfolio of products and strategic initiatives, Amrize is well-positioned to become a critical player in the ongoing evolution of healthcare, presenting a compelling investment opportunity for institutional investors navigating a dynamic market.

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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.

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