Sherwin-Williams Co (SHW)vsTriple Flag Precious Metals Corp (TFPM)
SHW
Sherwin-Williams Co
$344.86
-0.10%
BASIC MATERIALS · Cap: $84.96B
TFPM
Triple Flag Precious Metals Corp
$34.00
-2.91%
BASIC MATERIALS · Cap: $7.21B
Smart Verdict
WallStSmart Research — data-driven comparison
Sherwin-Williams Co generates 4896% more annual revenue ($24.41B vs $488.58M). TFPM leads profitability with a 84.3% profit margin vs 11.0%. TFPM trades at a lower P/E of 17.5x. TFPM earns a higher WallStSmart Score of 69/100 (B-).
SHW
Buy60
out of 100
Grade: C+
TFPM
Strong Buy69
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-4.8%
Fair Value
$331.10
Current Price
$344.86
$13.76 premium
Intrinsic value data unavailable for TFPM.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 70 in profit
Large-cap with strong market position
Generating 1.2B in free cash flow
Keeps 84 of every $100 in revenue as profit
Strong operational efficiency at 65.1%
Revenue surging 37.3% year-over-year
Earnings expanding 172.2% YoY
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Areas to Watch
Premium valuation, high expectations priced in
Distress zone — elevated risk
Expensive relative to growth rate
Trading at 21.6x book value
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : SHW
The strongest argument for SHW centers on Return on Equity, Market Cap, Free Cash Flow.
Bull Case : TFPM
The strongest argument for TFPM centers on Profit Margin, Operating Margin, Revenue Growth. Profitability is solid with margins at 84.3% and operating margin at 65.1%. Revenue growth of 37.3% demonstrates continued momentum.
Bear Case : SHW
The primary concerns for SHW are P/E Ratio, Altman Z-Score, PEG Ratio. Debt-to-equity of 3.69 is elevated, increasing financial risk.
Bear Case : TFPM
The primary concerns for TFPM are Free Cash Flow.
Key Dynamics to Monitor
SHW profiles as a value stock while TFPM is a growth play — different risk/reward profiles.
SHW carries more volatility with a beta of 1.09 — expect wider price swings.
TFPM is growing revenue faster at 37.3% — sustainability is the question.
SHW generates stronger free cash flow (1.2B), providing more financial flexibility.
Bottom Line
TFPM scores higher overall (69/100 vs 60/100), backed by strong 84.3% margins and 37.3% 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.
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.
Triple Flag Precious Metals Corp
BASIC MATERIALS · OTHER PRECIOUS METALS & MINING · USA
Triple Flag Precious Metals Corp (TFPM) is a leading precious metals streaming and royalty company that provides innovative capital solutions to the mining industry by securing a portion of future production. With a well-diversified portfolio across premier mining jurisdictions, TFPM effectively mitigates operational risks while capitalizing on the growing global demand for gold and silver. Its unique financial model not only enhances mining operations but also positions the company to take advantage of favorable market conditions. Backed by a strong management team and a robust balance sheet, Triple Flag offers institutional investors an attractive opportunity for resilience and growth within their commodity allocations.
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