Sherwin-Williams Co (SHW)vsWest Fraser Timber Co Ltd (WFG)
SHW
Sherwin-Williams Co
$349.76
-3.78%
BASIC MATERIALS · Cap: $80.35B
WFG
West Fraser Timber Co Ltd
$69.74
+5.92%
BASIC MATERIALS · Cap: $5.38B
Smart Verdict
WallStSmart Research — data-driven comparison
Sherwin-Williams Co generates 376% more annual revenue ($24.91B vs $5.24B). SHW leads profitability with a 10.7% profit margin vs -23.0%. SHW earns a higher WallStSmart Score of 56/100 (C).
SHW
Buy56
out of 100
Grade: C
WFG
Hold40
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-7.6%
Fair Value
$337.95
Current Price
$349.76
$11.81 premium
Margin of Safety
-26.6%
Fair Value
$58.99
Current Price
$69.74
$10.75 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 67 in profit
Large-cap with strong market position
Reasonable price relative to book value
Conservative balance sheet, low leverage
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
0.9% earnings growth
Distress zone — elevated risk
ROE of -24.9% — below average capital efficiency
Revenue declined 6.4%
Currently unprofitable
Operating margin of -5.6%
Comparative Analysis Report
WallStSmart ResearchBull Case : SHW
The strongest argument for SHW centers on Return on Equity, Market Cap.
Bull Case : WFG
The strongest argument for WFG centers on Price/Book, Debt/Equity.
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 : WFG
The primary concerns for WFG are Return on Equity, Revenue Growth, Profit Margin.
Key Dynamics to Monitor
SHW profiles as a value stock while WFG is a turnaround play — different risk/reward profiles.
WFG carries more volatility with a beta of 1.14 — 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
SHW scores higher overall (56/100 vs 40/100). 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.
West Fraser Timber Co Ltd
BASIC MATERIALS · LUMBER & WOOD PRODUCTION · USA
West Fraser Timber Co. Ltd., a diversified wood products company, produces and sells wood, paneling, and pulp and paper in western Canada and the southern United States. The company is headquartered in Vancouver, Canada.
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