Sherwin-Williams Co (SHW)vsCVR Partners LP (UAN)
SHW
Sherwin-Williams Co
$344.07
+1.47%
BASIC MATERIALS · Cap: $84.86B
UAN
CVR Partners LP
$109.87
-1.72%
BASIC MATERIALS · Cap: $1.16B
Smart Verdict
WallStSmart Research — data-driven comparison
Sherwin-Williams Co generates 3621% more annual revenue ($23.94B vs $643.22M). UAN leads profitability with a 18.9% profit margin vs 10.9%. UAN trades at a lower P/E of 9.5x. UAN earns a higher WallStSmart Score of 71/100 (B).
SHW
Buy56
out of 100
Grade: C
UAN
Strong Buy71
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-7.4%
Fair Value
$320.44
Current Price
$344.07
$23.63 premium
Intrinsic value data unavailable for UAN.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 59 in profit
Large-cap with strong market position
Attractively priced relative to earnings
Every $100 of equity generates 39 in profit
Strong operational efficiency at 32.5%
Earnings expanding 84.3% YoY
Revenue surging 26.0% year-over-year
Areas to Watch
Premium valuation, high expectations priced in
Trading at 19.0x book value
Distress zone — elevated risk
Expensive relative to growth rate
Smaller company, higher risk/reward
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : SHW
The strongest argument for SHW centers on Return on Equity, Market Cap.
Bull Case : UAN
The strongest argument for UAN centers on P/E Ratio, Return on Equity, Operating Margin. Profitability is solid with margins at 18.9% and operating margin at 32.5%. Revenue growth of 26.0% demonstrates continued momentum.
Bear Case : SHW
The primary concerns for SHW are P/E Ratio, Price/Book, Altman Z-Score. Debt-to-equity of 3.11 is elevated, increasing financial risk.
Bear Case : UAN
The primary concerns for UAN are Market Cap, Debt/Equity. Debt-to-equity of 1.86 is elevated, increasing financial risk.
Key Dynamics to Monitor
SHW profiles as a value stock while UAN is a growth play — different risk/reward profiles.
SHW carries more volatility with a beta of 1.13 — expect wider price swings.
UAN is growing revenue faster at 26.0% — sustainability is the question.
UAN generates stronger free cash flow (59M), providing more financial flexibility.
Bottom Line
UAN scores higher overall (71/100 vs 56/100), backed by strong 18.9% margins and 26.0% revenue growth. Both earn "Strong 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.
CVR Partners LP
BASIC MATERIALS · AGRICULTURAL INPUTS · USA
CVR Partners, LP, produces and distributes nitrogen fertilizer products in the United States. The company is headquartered in Sugar Land, Texas.
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