WallStSmart

H B Fuller Company (FUL)vsSherwin-Williams Co (SHW)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Sherwin-Williams Co generates 596% more annual revenue ($24.41B vs $3.51B). SHW leads profitability with a 11.0% profit margin vs 5.3%. SHW appears more attractively valued with a PEG of 2.05. FUL earns a higher WallStSmart Score of 64/100 (C+).

FUL

Buy

64

out of 100

Grade: C+

Growth: 6.0Profit: 5.5Value: 4.7Quality: 6.0
Piotroski: 4/9Altman Z: 1.94

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

FULSignificantly Overvalued (-15.6%)

Margin of Safety

-15.6%

Fair Value

$57.89

Current Price

$51.60

$6.29 premium

UndervaluedFair: $57.89Overvalued
SHWUndervalued (+2.3%)

Margin of Safety

+2.3%

Fair Value

$330.90

Current Price

$323.31

$7.59 discount

UndervaluedFair: $330.90Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

FUL3 strengths · Avg: 9.3/10
Price/BookValuation
1.3x10/10

Reasonable price relative to book value

EPS GrowthGrowth
61.8%10/10

Earnings expanding 61.8% YoY

P/E RatioValuation
15.8x8/10

Attractively priced relative to earnings

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

FUL3 concerns · Avg: 3.7/10
PEG RatioValuation
2.204/10

Expensive relative to growth rate

Altman Z-ScoreHealth
1.944/10

Grey zone — moderate risk

Profit MarginProfitability
5.3%3/10

5.3% margin — thin

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
20.2x2/10

Trading at 20.2x book value

Comparative Analysis Report

WallStSmart Research

Bull Case : FUL

The strongest argument for FUL centers on Price/Book, EPS Growth, P/E Ratio.

Bull Case : SHW

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

Bear Case : FUL

The primary concerns for FUL are PEG Ratio, Altman Z-Score, Profit Margin.

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

SHW carries more volatility with a beta of 1.09 — expect wider price swings.

SHW is growing revenue faster at 7.5% — sustainability is the question.

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

Monitor SPECIALTY CHEMICALS industry trends, competitive dynamics, and regulatory changes.

Bottom Line

FUL scores higher overall (64/100 vs 60/100). 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.

H B Fuller Company

BASIC MATERIALS · SPECIALTY CHEMICALS · USA

HB Fuller Company formulates, manufactures and markets adhesives, sealants, coatings, polymers, tapes, encapsulants, additives and other specialty chemicals worldwide. The company is headquartered in Saint Paul, Minnesota.

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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