Sherwin-Williams Co (SHW)vsW. R. Berkley Corp (WRB)
SHW
Sherwin-Williams Co
$313.62
+2.63%
BASIC MATERIALS · Cap: $77.79B
WRB
W. R. Berkley Corp
$65.03
-0.79%
FINANCIAL SERVICES · Cap: $24.98B
Smart Verdict
WallStSmart Research — data-driven comparison
Sherwin-Williams Co generates 60% more annual revenue ($23.57B vs $14.71B). WRB leads profitability with a 12.1% profit margin vs 10.9%. SHW appears more attractively valued with a PEG of 2.63. WRB earns a higher WallStSmart Score of 55/100 (C-).
SHW
Buy54
out of 100
Grade: C-
WRB
Buy55
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-237.9%
Fair Value
$92.84
Current Price
$313.62
$220.78 premium
Margin of Safety
-136.4%
Fair Value
$30.26
Current Price
$65.03
$34.77 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 59 in profit
Earnings expanding 140.0% YoY
Large-cap with strong market position
Revenue surging 150.0% year-over-year
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
Trading at 16.8x book value
Expensive relative to growth rate
Weak financial health signals
Expensive relative to growth rate
Earnings declined 21.8%
Comparative Analysis Report
WallStSmart ResearchBull Case : SHW
The strongest argument for SHW centers on Return on Equity, EPS Growth, Market Cap.
Bull Case : WRB
The strongest argument for WRB centers on Revenue Growth, P/E Ratio, Price/Book. Revenue growth of 150.0% demonstrates continued momentum.
Bear Case : SHW
The primary concerns for SHW are P/E Ratio, Price/Book, PEG Ratio.
Bear Case : WRB
The primary concerns for WRB are Piotroski F-Score, PEG Ratio, EPS Growth.
Key Dynamics to Monitor
SHW profiles as a value stock while WRB is a growth play — different risk/reward profiles.
SHW carries more volatility with a beta of 1.24 — expect wider price swings.
WRB is growing revenue faster at 150.0% — sustainability is the question.
WRB generates stronger free cash flow (896M), providing more financial flexibility.
Bottom Line
WRB scores higher overall (55/100 vs 54/100) and 150.0% revenue growth. 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.
W. R. Berkley Corp
FINANCIAL SERVICES · INSURANCE - PROPERTY & CASUALTY · USA
W. R. Berkley Corporation is a commercial lines property & casualty insurance holding company organized in Delaware and based in Greenwich, Connecticut.
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