Ashland Global Holdings Inc (ASH)vsSherwin-Williams Co (SHW)
ASH
Ashland Global Holdings Inc
$76.62
+0.45%
BASIC MATERIALS · Cap: $3.41B
SHW
Sherwin-Williams Co
$344.08
-1.41%
BASIC MATERIALS · Cap: $80.35B
Smart Verdict
WallStSmart Research — data-driven comparison
Sherwin-Williams Co generates 1252% more annual revenue ($24.91B vs $1.84B). SHW leads profitability with a 10.7% profit margin vs 2.8%. ASH appears more attractively valued with a PEG of 1.23. SHW earns a higher WallStSmart Score of 56/100 (C).
ASH
Buy52
out of 100
Grade: C-
SHW
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-84.3%
Fair Value
$33.87
Current Price
$76.62
$42.75 premium
Margin of Safety
-7.6%
Fair Value
$337.95
Current Price
$344.08
$6.13 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Every $100 of equity generates 67 in profit
Large-cap with strong market position
Areas to Watch
2.8% margin — thin
Premium valuation, high expectations priced in
ROE of -31.0% — below average capital efficiency
Earnings declined 47.5%
Expensive relative to growth rate
Premium valuation, high expectations priced in
0.9% earnings growth
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : ASH
The strongest argument for ASH centers on Price/Book. PEG of 1.23 suggests the stock is reasonably priced for its growth.
Bull Case : SHW
The strongest argument for SHW centers on Return on Equity, Market Cap.
Bear Case : ASH
The primary concerns for ASH are Profit Margin, P/E Ratio, Return on Equity. A P/E of 47.7x leaves little room for execution misses. Thin 2.8% margins leave little buffer for downturns.
Bear Case : SHW
The primary concerns for SHW are PEG Ratio, P/E Ratio, EPS Growth. Debt-to-equity of 3.52 is elevated, increasing financial risk.
Key Dynamics to Monitor
SHW carries more volatility with a beta of 1.08 — expect wider price swings.
SHW is growing revenue faster at 7.9% — sustainability is the question.
SHW generates stronger free cash flow (976M), providing more financial flexibility.
Monitor SPECIALTY CHEMICALS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SHW scores higher overall (56/100 vs 52/100). 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.
Ashland Global Holdings Inc
BASIC MATERIALS · SPECIALTY CHEMICALS · USA
Ashland Global Holdings Inc. offers specialized chemical solutions globally. The company is headquartered in Covington, Kentucky.
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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