Sherwin-Williams Co (SHW)vsTitan America SA (TTAM)
SHW
Sherwin-Williams Co
$321.61
-1.12%
BASIC MATERIALS · Cap: $79.32B
TTAM
Titan America SA
$16.49
+2.61%
BASIC MATERIALS · Cap: $2.99B
Smart Verdict
WallStSmart Research — data-driven comparison
Sherwin-Williams Co generates 1338% more annual revenue ($23.94B vs $1.66B). TTAM leads profitability with a 11.1% profit margin vs 10.9%. TTAM trades at a lower P/E of 16.1x. SHW earns a higher WallStSmart Score of 56/100 (C).
SHW
Buy56
out of 100
Grade: C
TTAM
Buy53
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+11.5%
Fair Value
$359.53
Current Price
$321.61
$37.92 discount
Margin of Safety
+19.8%
Fair Value
$23.29
Current Price
$16.49
$6.80 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 61 in profit
Large-cap with strong market position
Every $100 of equity generates 21 in profit
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
Trading at 17.2x book value
Expensive relative to growth rate
4.1% revenue growth
Comparative Analysis Report
WallStSmart ResearchBull Case : SHW
The strongest argument for SHW centers on Return on Equity, Market Cap.
Bull Case : TTAM
The strongest argument for TTAM centers on Return on Equity, P/E Ratio, Price/Book.
Bear Case : SHW
The primary concerns for SHW are P/E Ratio, Price/Book, PEG Ratio.
Bear Case : TTAM
The primary concerns for TTAM are Revenue Growth.
Key Dynamics to Monitor
SHW is growing revenue faster at 6.8% — sustainability is the question.
TTAM generates stronger free cash flow (34M), providing more financial flexibility.
Monitor SPECIALTY CHEMICALS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SHW scores higher overall (56/100 vs 53/100). TTAM offers better value entry with a 19.8% 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.
Titan America SA
BASIC MATERIALS · BUILDING MATERIALS · USA
Titan America SA (TTAM) is a leading manufacturer and supplier of cement and construction materials in the United States, committed to delivering sustainable building solutions while prioritizing environmental responsibility. With strategically located facilities, TTAM enhances distribution efficiency and was well-prepared to capitalize on the growing demand driven by substantial infrastructure investments. Emphasizing advanced technologies in its operations, the company not only boosts production efficiency but also reinforces its competitive edge. As the construction sector continues to evolve, TTAM stands poised for significant growth and enduring success in the marketplace.
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