H B Fuller Company (FUL)vsSherwin-Williams Co (SHW)
FUL
H B Fuller Company
$59.88
-0.80%
BASIC MATERIALS · Cap: $3.47B
SHW
Sherwin-Williams Co
$300.09
+0.13%
BASIC MATERIALS · Cap: $73.12B
Smart Verdict
WallStSmart Research — data-driven comparison
Sherwin-Williams Co generates 593% more annual revenue ($23.94B vs $3.46B). SHW leads profitability with a 10.9% profit margin vs 4.6%. FUL appears more attractively valued with a PEG of 2.20. SHW earns a higher WallStSmart Score of 56/100 (C).
FUL
Buy54
out of 100
Grade: C-
SHW
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-18.3%
Fair Value
$56.55
Current Price
$59.88
$3.33 premium
Margin of Safety
+4.8%
Fair Value
$320.70
Current Price
$300.09
$20.61 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 58.3% YoY
Reasonable price relative to book value
Every $100 of equity generates 59 in profit
Large-cap with strong market position
Areas to Watch
Expensive relative to growth rate
Grey zone — moderate risk
4.6% margin — thin
Elevated debt levels
Expensive relative to growth rate
Moderate valuation
Trading at 16.6x book value
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : FUL
The strongest argument for FUL centers on EPS Growth, Price/Book.
Bull Case : SHW
The strongest argument for SHW centers on Return on Equity, Market Cap.
Bear Case : FUL
The primary concerns for FUL are PEG Ratio, Altman Z-Score, Profit Margin. Thin 4.6% margins leave little buffer for downturns.
Bear Case : SHW
The primary concerns for SHW are PEG Ratio, P/E Ratio, Price/Book. Debt-to-equity of 3.11 is elevated, increasing financial risk.
Key Dynamics to Monitor
SHW carries more volatility with a beta of 1.16 — expect wider price swings.
SHW is growing revenue faster at 6.8% — sustainability is the question.
SHW generates stronger free cash flow (800,000), providing more financial flexibility.
Monitor SPECIALTY CHEMICALS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SHW scores higher overall (56/100 vs 54/100). 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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