Sherwin-Williams Co (SHW)vsTronox Holdings PLC (TROX)
SHW
Sherwin-Williams Co
$300.09
+0.93%
BASIC MATERIALS · Cap: $73.12B
TROX
Tronox Holdings PLC
$7.34
-6.02%
BASIC MATERIALS · Cap: $1.16B
Smart Verdict
WallStSmart Research — data-driven comparison
Sherwin-Williams Co generates 720% more annual revenue ($23.94B vs $2.92B). SHW leads profitability with a 10.9% profit margin vs -15.8%. SHW earns a higher WallStSmart Score of 56/100 (C).
SHW
Buy56
out of 100
Grade: C
TROX
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+4.8%
Fair Value
$320.70
Current Price
$300.09
$20.61 discount
Margin of Safety
+75.3%
Fair Value
$34.11
Current Price
$7.34
$26.77 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 59 in profit
Large-cap with strong market position
Reasonable price relative to book value
Conservative balance sheet, low leverage
Earnings expanding 48.2% YoY
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Trading at 16.6x book value
Distress zone — elevated risk
3.0% revenue growth
Smaller company, higher risk/reward
Weak financial health signals
ROE of -30.8% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : SHW
The strongest argument for SHW centers on Return on Equity, Market Cap.
Bull Case : TROX
The strongest argument for TROX centers on Price/Book, Debt/Equity, EPS Growth.
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.
Bear Case : TROX
The primary concerns for TROX are Revenue Growth, Market Cap, Piotroski F-Score.
Key Dynamics to Monitor
SHW profiles as a value stock while TROX is a turnaround 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.
SHW generates stronger free cash flow (800,000), providing more financial flexibility.
Bottom Line
SHW scores higher overall (56/100 vs 48/100). TROX offers better value entry with a 75.3% margin of safety. Both earn "Buy" and "Hold" 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.
Tronox Holdings PLC
BASIC MATERIALS · CHEMICALS · USA
Tronox Holdings plc is a vertically integrated manufacturer of TiO2 pigment in North America, South and Central America, Europe, the Middle East, Africa and Asia Pacific. The company is headquartered in Stamford, Connecticut.
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