Innospec Inc (IOSP)vsSherwin-Williams Co (SHW)
IOSP
Innospec Inc
$93.23
+0.16%
BASIC MATERIALS · Cap: $2.30B
SHW
Sherwin-Williams Co
$323.31
+1.85%
BASIC MATERIALS · Cap: $78.49B
Smart Verdict
WallStSmart Research — data-driven comparison
Sherwin-Williams Co generates 1225% more annual revenue ($24.41B vs $1.84B). SHW leads profitability with a 11.0% profit margin vs 6.6%. IOSP appears more attractively valued with a PEG of 0.66. IOSP earns a higher WallStSmart Score of 68/100 (B-).
IOSP
Strong Buy68
out of 100
Grade: B-
SHW
Buy60
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for IOSP.
Margin of Safety
+2.3%
Fair Value
$330.90
Current Price
$323.31
$7.59 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Reasonable price relative to book value
Earnings expanding 33.0% YoY
Every $100 of equity generates 70 in profit
Large-cap with strong market position
Generating 1.2B in free cash flow
Areas to Watch
6.6% margin — thin
Negative free cash flow — burning cash
Expensive relative to growth rate
Moderate valuation
Distress zone — elevated risk
Trading at 20.2x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : IOSP
The strongest argument for IOSP centers on Debt/Equity, Altman Z-Score, PEG Ratio. Revenue growth of 11.8% demonstrates continued momentum. PEG of 0.66 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 : IOSP
The primary concerns for IOSP are Profit Margin, Free Cash Flow.
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.
IOSP is growing revenue faster at 11.8% — 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
IOSP scores higher overall (68/100 vs 60/100) and 11.8% 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.
Innospec Inc
BASIC MATERIALS · SPECIALTY CHEMICALS · USA
Innospec Inc. develops, manufactures, blends, markets, and supplies specialty chemicals in the United States, the rest of North America, the United Kingdom, the rest of Europe, and internationally. The company is headquartered in Englewood, Colorado.
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.
Compare with Other SPECIALTY CHEMICALS Stocks
Want to dig deeper into these stocks?