Sherwin-Williams Co (SHW)vsUnilever PLC ADR (UL)
SHW
Sherwin-Williams Co
$321.95
+2.63%
BASIC MATERIALS · Cap: $77.79B
UL
Unilever PLC ADR
$60.80
+0.30%
CONSUMER DEFENSIVE · Cap: $132.46B
Smart Verdict
WallStSmart Research — data-driven comparison
Unilever PLC ADR generates 114% more annual revenue ($50.50B vs $23.57B). UL leads profitability with a 18.8% profit margin vs 10.9%. UL appears more attractively valued with a PEG of 1.91. SHW earns a higher WallStSmart Score of 54/100 (C-).
SHW
Buy54
out of 100
Grade: C-
UL
Buy50
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-237.9%
Fair Value
$92.84
Current Price
$321.95
$229.11 premium
Margin of Safety
-268.2%
Fair Value
$20.26
Current Price
$60.80
$40.54 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 59 in profit
Large-cap with strong market position
Every $100 of equity generates 31 in profit
Large-cap with strong market position
Strong operational efficiency at 20.1%
Generating 5.5B in free cash flow
Areas to Watch
Premium valuation, high expectations priced in
Trading at 17.2x book value
1.4% earnings growth
Expensive relative to growth rate
Expensive relative to growth rate
Revenue declined 3.2%
Earnings declined 3.4%
Comparative Analysis Report
WallStSmart ResearchBull Case : SHW
The strongest argument for SHW centers on Return on Equity, Market Cap.
Bull Case : UL
The strongest argument for UL centers on Return on Equity, Market Cap, Operating Margin. Profitability is solid with margins at 18.8% and operating margin at 20.1%.
Bear Case : SHW
The primary concerns for SHW are P/E Ratio, Price/Book, EPS Growth.
Bear Case : UL
The primary concerns for UL are PEG Ratio, Revenue Growth, EPS Growth.
Key Dynamics to Monitor
SHW profiles as a value stock while UL is a declining play — different risk/reward profiles.
SHW carries more volatility with a beta of 1.24 — expect wider price swings.
SHW is growing revenue faster at 5.6% — sustainability is the question.
UL generates stronger free cash flow (5.5B), providing more financial flexibility.
Bottom Line
SHW scores higher overall (54/100 vs 50/100). 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.
Unilever PLC ADR
CONSUMER DEFENSIVE · HOUSEHOLD & PERSONAL PRODUCTS · USA
Unilever PLC is a fast moving consumer goods company in Asia, Africa, the Middle East, Turkey, Russia, Ukraine, Belarus, America and Europe. The company is headquartered in London, the United Kingdom.
Compare with Other SPECIALTY CHEMICALS Stocks
Want to dig deeper into these stocks?