Medline Inc. Class A Common Stock (MDLN)vsSherwin-Williams Co (SHW)
MDLN
Medline Inc. Class A Common Stock
$42.67
+1.52%
HEALTHCARE · Cap: $34.68B
SHW
Sherwin-Williams Co
$321.95
-0.72%
BASIC MATERIALS · Cap: $77.79B
Smart Verdict
WallStSmart Research — data-driven comparison
Medline Inc. Class A Common Stock generates 21% more annual revenue ($28.43B vs $23.57B). SHW leads profitability with a 10.9% profit margin vs 4.1%. MDLN trades at a lower P/E of 29.9x. SHW earns a higher WallStSmart Score of 54/100 (C-).
MDLN
Buy52
out of 100
Grade: C-
SHW
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+32.7%
Fair Value
$66.92
Current Price
$42.67
$24.25 discount
Margin of Safety
-237.9%
Fair Value
$92.84
Current Price
$321.95
$229.11 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
No standout strengths identified
Every $100 of equity generates 59 in profit
Large-cap with strong market position
Areas to Watch
Moderate valuation
ROE of 6.5% — below average capital efficiency
4.1% margin — thin
Negative free cash flow — burning cash
Premium valuation, high expectations priced in
Trading at 17.2x book value
1.4% earnings growth
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : MDLN
Revenue growth of 14.8% demonstrates continued momentum.
Bull Case : SHW
The strongest argument for SHW centers on Return on Equity, Market Cap.
Bear Case : MDLN
The primary concerns for MDLN are P/E Ratio, Return on Equity, Profit Margin. Thin 4.1% margins leave little buffer for downturns.
Bear Case : SHW
The primary concerns for SHW are P/E Ratio, Price/Book, EPS Growth.
Key Dynamics to Monitor
MDLN is growing revenue faster at 14.8% — sustainability is the question.
SHW generates stronger free cash flow (862M), providing more financial flexibility.
Monitor MEDICAL INSTRUMENTS & SUPPLIES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SHW scores higher overall (54/100 vs 52/100). MDLN offers better value entry with a 32.7% margin of safety. 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.
Medline Inc. Class A Common Stock
HEALTHCARE · MEDICAL INSTRUMENTS & SUPPLIES · USA
Medline Inc. manufactures med-surg products serving the hospital, surgery centers, physician offices, post-acute facilities, and nursing home sites of care in the United States and Internationally. The company is headquartered in Northfield, Illinois.
Visit Website →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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