Sherwin-Williams Co (SHW)vsValhi Inc (VHI)
SHW
Sherwin-Williams Co
$321.61
+1.18%
BASIC MATERIALS · Cap: $79.32B
VHI
Valhi Inc
$15.05
+2.94%
BASIC MATERIALS · Cap: $420.29M
Smart Verdict
WallStSmart Research — data-driven comparison
Sherwin-Williams Co generates 1052% more annual revenue ($23.94B vs $2.08B). SHW leads profitability with a 10.9% profit margin vs -2.8%. VHI appears more attractively valued with a PEG of 0.32. SHW earns a higher WallStSmart Score of 56/100 (C).
SHW
Buy56
out of 100
Grade: C
VHI
Hold42
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+10.6%
Fair Value
$359.79
Current Price
$321.61
$38.18 discount
Margin of Safety
+65.3%
Fair Value
$45.18
Current Price
$15.05
$30.13 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
Growing faster than its price suggests
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
2.8% revenue growth
Smaller company, higher risk/reward
ROE of -4.0% — below average capital efficiency
Earnings declined 95.7%
Comparative Analysis Report
WallStSmart ResearchBull Case : SHW
The strongest argument for SHW centers on Return on Equity, Market Cap.
Bull Case : VHI
The strongest argument for VHI centers on PEG Ratio, Price/Book. PEG of 0.32 suggests the stock is reasonably priced for its growth.
Bear Case : SHW
The primary concerns for SHW are P/E Ratio, Price/Book, PEG Ratio.
Bear Case : VHI
The primary concerns for VHI are Revenue Growth, Market Cap, Return on Equity.
Key Dynamics to Monitor
SHW profiles as a value stock while VHI is a turnaround play — different risk/reward profiles.
SHW carries more volatility with a beta of 1.27 — expect wider price swings.
SHW is growing revenue faster at 6.8% — sustainability is the question.
SHW generates stronger free cash flow (862M), providing more financial flexibility.
Bottom Line
SHW scores higher overall (56/100 vs 42/100). VHI offers better value entry with a 65.3% margin of safety. 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.
Valhi Inc
BASIC MATERIALS · CHEMICALS · USA
Valhi, Inc. engages in the chemicals, components, and real estate development and management businesses in Asia Pacific, Europe, North America, and internationally.
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