Sherwin-Williams Co (SHW)vsCVR Partners LP (UAN)
SHW
Sherwin-Williams Co
$351.42
-1.23%
BASIC MATERIALS · Cap: $80.35B
UAN
CVR Partners LP
$112.06
-0.76%
BASIC MATERIALS · Cap: $1.16B
Smart Verdict
WallStSmart Research — data-driven comparison
Sherwin-Williams Co generates 3678% more annual revenue ($24.91B vs $659.46M). UAN leads profitability with a 16.1% profit margin vs 10.7%. UAN trades at a lower P/E of 11.2x. UAN earns a higher WallStSmart Score of 61/100 (C+).
SHW
Buy56
out of 100
Grade: C
UAN
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-7.6%
Fair Value
$337.95
Current Price
$351.42
$13.47 premium
Intrinsic value data unavailable for UAN.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 67 in profit
Large-cap with strong market position
Attractively priced relative to earnings
Every $100 of equity generates 39 in profit
Earnings expanding 99.9% YoY
Strong operational efficiency at 21.0%
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
0.9% earnings growth
Distress zone — elevated risk
Smaller company, higher risk/reward
Revenue declined 10.6%
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, EPS Growth. Profitability is solid with margins at 16.1% and operating margin at 21.0%.
Bear Case : SHW
The primary concerns for SHW are PEG Ratio, P/E Ratio, EPS Growth. Debt-to-equity of 3.52 is elevated, increasing financial risk.
Bear Case : UAN
The primary concerns for UAN are Market Cap, Revenue Growth, Debt/Equity. Debt-to-equity of 2.09 is elevated, increasing financial risk.
Key Dynamics to Monitor
SHW profiles as a value stock while UAN is a declining play — different risk/reward profiles.
SHW carries more volatility with a beta of 1.08 — expect wider price swings.
SHW is growing revenue faster at 7.9% — sustainability is the question.
SHW generates stronger free cash flow (976M), providing more financial flexibility.
Bottom Line
UAN scores higher overall (61/100 vs 56/100), backed by strong 16.1% margins. 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.
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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