WallStSmart

Sherwin-Williams Co (SHW)vsWorthington Steel Inc (WS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Sherwin-Williams Co generates 615% more annual revenue ($23.94B vs $3.35B). SHW leads profitability with a 10.9% profit margin vs 3.6%. WS trades at a lower P/E of 15.2x. SHW earns a higher WallStSmart Score of 56/100 (C).

SHW

Buy

56

out of 100

Grade: C

Growth: 5.3Profit: 7.5Value: 4.0Quality: 5.0

WS

Hold

46

out of 100

Grade: D+

Growth: 3.3Profit: 5.0Value: 7.7Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

SHWUndervalued (+10.6%)

Margin of Safety

+10.6%

Fair Value

$359.79

Current Price

$321.61

$38.18 discount

UndervaluedFair: $359.79Overvalued
WSUndervalued (+71.5%)

Margin of Safety

+71.5%

Fair Value

$169.99

Current Price

$36.40

$133.59 discount

UndervaluedFair: $169.99Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

SHW2 strengths · Avg: 9.5/10
Return on EquityProfitability
60.7%10/10

Every $100 of equity generates 61 in profit

Market CapQuality
$79.32B9/10

Large-cap with strong market position

WS2 strengths · Avg: 8.0/10
P/E RatioValuation
15.2x8/10

Attractively priced relative to earnings

Price/BookValuation
1.6x8/10

Reasonable price relative to book value

Areas to Watch

SHW3 concerns · Avg: 3.3/10
P/E RatioValuation
30.9x4/10

Premium valuation, high expectations priced in

Price/BookValuation
17.2x4/10

Trading at 17.2x book value

PEG RatioValuation
2.762/10

Expensive relative to growth rate

WS4 concerns · Avg: 2.8/10
Market CapQuality
$1.85B3/10

Smaller company, higher risk/reward

Profit MarginProfitability
3.6%3/10

3.6% margin — thin

Operating MarginProfitability
1.8%3/10

Operating margin of 1.8%

EPS GrowthGrowth
-25.9%2/10

Earnings declined 25.9%

Comparative Analysis Report

WallStSmart Research

Bull Case : SHW

The strongest argument for SHW centers on Return on Equity, Market Cap.

Bull Case : WS

The strongest argument for WS centers on P/E Ratio, Price/Book. Revenue growth of 12.0% demonstrates continued momentum.

Bear Case : SHW

The primary concerns for SHW are P/E Ratio, Price/Book, PEG Ratio.

Bear Case : WS

The primary concerns for WS are Market Cap, Profit Margin, Operating Margin. Thin 3.6% margins leave little buffer for downturns.

Key Dynamics to Monitor

WS carries more volatility with a beta of 2.02 — expect wider price swings.

WS is growing revenue faster at 12.0% — sustainability is the question.

SHW generates stronger free cash flow (862M), providing more financial flexibility.

Monitor SPECIALTY CHEMICALS industry trends, competitive dynamics, and regulatory changes.

Bottom Line

SHW scores higher overall (56/100 vs 46/100). WS offers better value entry with a 71.5% 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.

Worthington Steel Inc

BASIC MATERIALS · STEEL · USA

Worthington Steel, Inc. is a steel processor in North America. The company is headquartered in Columbus, Ohio.

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