WallStSmart

Sherwin-Williams Co (SHW)vsTitan America SA (TTAM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Sherwin-Williams Co generates 1333% more annual revenue ($23.94B vs $1.67B). TTAM leads profitability with a 11.1% profit margin vs 10.9%. TTAM trades at a lower P/E of 16.9x. SHW earns a higher WallStSmart Score of 56/100 (C).

SHW

Buy

56

out of 100

Grade: C

Growth: 5.3Profit: 7.5Value: 4.7Quality: 4.0
Piotroski: 4/9Altman Z: 1.54

TTAM

Hold

45

out of 100

Grade: D

Growth: 4.0Profit: 7.0Value: 6.0Quality: 7.5
Piotroski: 4/9Altman Z: 2.90
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

SHWUndervalued (+0.7%)

Margin of Safety

+0.7%

Fair Value

$319.84

Current Price

$344.89

$25.05 discount

UndervaluedFair: $319.84Overvalued

Intrinsic value data unavailable for TTAM.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

SHW2 strengths · Avg: 9.5/10
Return on EquityProfitability
58.7%10/10

Every $100 of equity generates 59 in profit

Market CapQuality
$78.90B9/10

Large-cap with strong market position

TTAM2 strengths · Avg: 8.0/10
P/E RatioValuation
16.9x8/10

Attractively priced relative to earnings

Price/BookValuation
2.8x8/10

Reasonable price relative to book value

Areas to Watch

SHW4 concerns · Avg: 4.0/10
PEG RatioValuation
2.464/10

Expensive relative to growth rate

P/E RatioValuation
30.6x4/10

Premium valuation, high expectations priced in

Price/BookValuation
19.1x4/10

Trading at 19.1x book value

Altman Z-ScoreHealth
1.544/10

Distress zone — elevated risk

TTAM2 concerns · Avg: 3.0/10
Revenue GrowthGrowth
1.5%4/10

1.5% revenue growth

EPS GrowthGrowth
-3.3%2/10

Earnings declined 3.3%

Comparative Analysis Report

WallStSmart Research

Bull Case : SHW

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

Bull Case : TTAM

The strongest argument for TTAM centers on P/E Ratio, Price/Book.

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 : TTAM

The primary concerns for TTAM are Revenue Growth, EPS Growth.

Key Dynamics to Monitor

SHW is growing revenue faster at 6.8% — sustainability is the question.

TTAM generates stronger free cash flow (26M), providing more financial flexibility.

Monitor SPECIALTY CHEMICALS industry trends, competitive dynamics, and regulatory changes.

Bottom Line

SHW scores higher overall (56/100 vs 45/100). 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.

Titan America SA

BASIC MATERIALS · BUILDING MATERIALS · USA

Titan America SA (TTAM) is a leading entity in the U.S. cement and construction materials sector, distinguished for its commitment to sustainability and innovation. The company operates strategically located facilities that optimize distribution, catering to the increasing demand driven by robust infrastructure investments across the country. By focusing on advanced technologies to enhance production efficiency, Titan America maintains a strong competitive advantage. As the construction industry adapts to evolving needs, TTAM is positioned for significant growth and sustained success in a dynamic marketplace.

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