WallStSmart

Sherwin-Williams Co (SHW)vsThermo Fisher Scientific Inc (TMO)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Thermo Fisher Scientific Inc generates 89% more annual revenue ($45.20B vs $23.94B). TMO leads profitability with a 15.1% profit margin vs 10.9%. TMO appears more attractively valued with a PEG of 1.56. TMO earns a higher WallStSmart Score of 62/100 (C+).

SHW

Buy

56

out of 100

Grade: C

Growth: 5.3Profit: 7.5Value: 4.0Quality: 5.0

TMO

Buy

62

out of 100

Grade: C+

Growth: 4.7Profit: 7.0Value: 4.0Quality: 5.3
Piotroski: 3/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

SHWUndervalued (+10.9%)

Margin of Safety

+10.9%

Fair Value

$359.21

Current Price

$316.82

$42.39 discount

UndervaluedFair: $359.21Overvalued
TMOSignificantly Overvalued (-16.1%)

Margin of Safety

-16.1%

Fair Value

$408.60

Current Price

$465.00

$56.40 premium

UndervaluedFair: $408.60Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

SHW2 strengths · Avg: 9.5/10
Return on EquityProfitability
60.7%10/10

Every $100 of equity generates 61 in profit

Market CapQuality
$78.98B9/10

Large-cap with strong market position

TMO1 strengths · Avg: 9.0/10
Market CapQuality
$176.32B9/10

Large-cap with strong market position

Areas to Watch

SHW3 concerns · Avg: 3.3/10
P/E RatioValuation
30.7x4/10

Premium valuation, high expectations priced in

Price/BookValuation
17.0x4/10

Trading at 17.0x book value

PEG RatioValuation
2.822/10

Expensive relative to growth rate

TMO3 concerns · Avg: 3.7/10
PEG RatioValuation
1.564/10

Expensive relative to growth rate

P/E RatioValuation
26.1x4/10

Moderate valuation

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : SHW

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

Bull Case : TMO

The strongest argument for TMO centers on Market Cap. Profitability is solid with margins at 15.1% and operating margin at 17.9%.

Bear Case : SHW

The primary concerns for SHW are P/E Ratio, Price/Book, PEG Ratio.

Bear Case : TMO

The primary concerns for TMO are PEG Ratio, P/E Ratio, Piotroski F-Score.

Key Dynamics to Monitor

SHW profiles as a value stock while TMO is a mature play — different risk/reward profiles.

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.

TMO generates stronger free cash flow (816M), providing more financial flexibility.

Bottom Line

TMO scores higher overall (62/100 vs 56/100), backed by strong 15.1% margins. 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.

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.

Thermo Fisher Scientific Inc

HEALTHCARE · DIAGNOSTICS & RESEARCH · USA

Thermo Fisher Scientific is an American provisioner of scientific instrumentation, reagents and consumables, and software and services to healthcare, life science, and other laboratories in academia, government, and industry (including in the biotechnology and pharmaceutical sectors). Based in Waltham, Massachusetts, Thermo Fisher was created in 2006 by the merger of Thermo Electron and Fisher Scientific, to form a company with US$ 9 billion in combined revenues.

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