Sherwin-Williams Co (SHW)vsTronox Holdings PLC (TROX)
SHW
Sherwin-Williams Co
$324.50
+0.37%
BASIC MATERIALS · Cap: $78.49B
TROX
Tronox Holdings PLC
$4.32
-2.38%
BASIC MATERIALS · Cap: $768.16M
Smart Verdict
WallStSmart Research — data-driven comparison
Sherwin-Williams Co generates 699% more annual revenue ($24.41B vs $3.06B). SHW leads profitability with a 11.0% profit margin vs -19.2%. SHW earns a higher WallStSmart Score of 60/100 (C+).
SHW
Buy60
out of 100
Grade: C+
TROX
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+2.3%
Fair Value
$330.90
Current Price
$324.50
$6.40 discount
Margin of Safety
+75.8%
Fair Value
$34.73
Current Price
$4.32
$30.41 discount
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
Reasonable price relative to book value
18.7% revenue growth
Earnings expanding 48.2% YoY
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Distress zone — elevated risk
Trading at 20.3x book value
Smaller company, higher risk/reward
Weak financial health signals
ROE of -47.3% — below average capital efficiency
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : SHW
The strongest argument for SHW centers on Return on Equity, Market Cap, Free Cash Flow.
Bull Case : TROX
The strongest argument for TROX centers on Price/Book, Revenue Growth, EPS Growth. Revenue growth of 18.7% demonstrates continued momentum.
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.
Bear Case : TROX
The primary concerns for TROX are Market Cap, Piotroski F-Score, Return on Equity. Debt-to-equity of 2.90 is elevated, increasing financial risk.
Key Dynamics to Monitor
SHW profiles as a value stock while TROX is a growth play — different risk/reward profiles.
SHW carries more volatility with a beta of 1.09 — expect wider price swings.
TROX is growing revenue faster at 18.7% — sustainability is the question.
SHW generates stronger free cash flow (1.2B), providing more financial flexibility.
Bottom Line
SHW scores higher overall (60/100 vs 52/100). TROX offers better value entry with a 75.8% 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.
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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