Sherwin-Williams Co (SHW)vsWestlake Chemical Partners LP (WLKP)
SHW
Sherwin-Williams Co
$300.09
+0.93%
BASIC MATERIALS · Cap: $73.12B
WLKP
Westlake Chemical Partners LP
$23.22
+0.91%
BASIC MATERIALS · Cap: $820.88M
Smart Verdict
WallStSmart Research — data-driven comparison
Sherwin-Williams Co generates 1839% more annual revenue ($23.94B vs $1.23B). SHW leads profitability with a 10.9% profit margin vs 4.7%. WLKP appears more attractively valued with a PEG of 0.23. WLKP earns a higher WallStSmart Score of 72/100 (B).
SHW
Buy56
out of 100
Grade: C
WLKP
Strong Buy72
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+4.8%
Fair Value
$320.70
Current Price
$300.09
$20.61 discount
Margin of Safety
-29.1%
Fair Value
$16.66
Current Price
$23.22
$6.56 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
Growing faster than its price suggests
Earnings expanding 186.3% YoY
Every $100 of equity generates 26 in profit
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 28.3%
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Trading at 16.6x book value
Distress zone — elevated risk
Smaller company, higher risk/reward
4.7% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : SHW
The strongest argument for SHW centers on Return on Equity, Market Cap.
Bull Case : WLKP
The strongest argument for WLKP centers on PEG Ratio, EPS Growth, Return on Equity. Revenue growth of 28.6% demonstrates continued momentum. PEG of 0.23 suggests the stock is reasonably priced for its growth.
Bear Case : SHW
The primary concerns for SHW are PEG Ratio, P/E Ratio, Price/Book. Debt-to-equity of 3.11 is elevated, increasing financial risk.
Bear Case : WLKP
The primary concerns for WLKP are Market Cap, Profit Margin. Thin 4.7% margins leave little buffer for downturns.
Key Dynamics to Monitor
SHW profiles as a value stock while WLKP is a growth play — different risk/reward profiles.
SHW carries more volatility with a beta of 1.16 — expect wider price swings.
WLKP is growing revenue faster at 28.6% — sustainability is the question.
WLKP generates stronger free cash flow (105M), providing more financial flexibility.
Bottom Line
WLKP scores higher overall (72/100 vs 56/100) and 28.6% 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.
Westlake Chemical Partners LP
BASIC MATERIALS · CHEMICALS · USA
Westlake Chemical Partners LP acquires, develops and operates ethylene production facilities and related assets in the United States. The company is headquartered in Houston, Texas.
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