Home Depot vs Sherwin Williams
HD and SHW side by side, both in consumer discretionary. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How HD and SHW compare
Home Depot is the larger company, worth 4.1 times as much as Sherwin Williams ($328B against $80.7B).
On earnings, Home Depot is cheaper: it trades at 23.0× trailing earnings, against 30.7× for Sherwin Williams.
Sherwin Williams grew revenue faster over the last twelve months (5.8% versus 2.5% for Home Depot).
Sherwin Williams keeps more of each dollar of sales as profit, with a net margin of 11.0% compared with 8.4% at Home Depot.
Both pay dividends: Home Depot yields 2.8% and Sherwin Williams 0.96%.
Home Depot scores higher on the StockData Score (17 against 15 for Sherwin Williams), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | HD | SHW |
|---|---|---|
| Size and price | ||
| Market cap | $328B | $80.7B |
| Share price | $329.20 | $332.61 |
| Change, 1 year | −12.9% | −3.8% |
| Change, 5 years | −10.6% | 4.3% |
| Beta (5Y) | 0.90 | 0.91 |
| Employees | 472K | 64K |
| StockData Score | ||
| Total score | 17 (better) | 15 |
| Valuation score | 2 (better) | 1 |
| Growth score | 1 | 4 (better) |
| Performance score | 5 | 5 |
| Health score | 5 (better) | 1 |
| Dividend score | 4 | 4 |
| Valuation | ||
| P/E | 23.0× (better) | 30.7× |
| P/S | 1.9× (better) | 3.3× |
| P/B | 19.8× (better) | 20.9× |
| EV/EBITDA | 15.5× | – |
| P/FCF | 21.8× (better) | 25.1× |
| PEG | – | 3.08 |
| FCF yield | 4.6% (better) | 4.0% |
| Fair value | $262.12 | $233.43 |
| Margin of safety | −25.6% (better) | −42.5% |
| Growth | ||
| Revenue growth (TTM) | 2.5% | 5.8% (better) |
| Revenue growth, 5Y average | 4.5% | 5.1% (better) |
| Net income growth (TTM) | −2.7% | 5.6% (better) |
| EPS growth (TTM) | −2.9% | 7.6% (better) |
| EPS growth, 5Y average | 3.6% | 6.9% (better) |
| Profitability | ||
| Gross margin | 33.2% | 49.0% (better) |
| Operating margin | 12.4% | – |
| Net margin | 8.4% | 11.0% (better) |
| FCF margin | 8.9% | 13.2% (better) |
| Return on equity | 104% (better) | 65.1% |
| Return on invested capital | 25.0% | – |
| Financial health | ||
| Debt / equity | 3.18 | 3.13 (better) |
| Net debt / EBITDA | 2.07 | – |
| Interest coverage | 8.7× | – |
| Current ratio | 1.08 (better) | 0.73 |
| Altman Z-score | 5.59 (better) | 2.99 |
| Piotroski F-score | 4 | 6 (better) |
| Dividends and buybacks | ||
| Dividend yield | 2.8% (better) | 0.96% |
| Payout ratio | 64.8% | 29.2% |
| Years of dividend growth | 16 | 16 |
| Dividend growth, 5Y average | 8.9% | 12.1% (better) |
| Buyback yield | −0.10% | 3.2% (better) |
| Shareholder yield | 2.7% | 4.2% (better) |
| Ownership | ||
| Held by institutions | 75.2% | 83.1% |
| Held by insiders | 0.07% | 0.32% |
| Insider net buying, 12 months | −$6.7M (better) | −$9.7M |
| Superinvestors holding | 4 | 4 |
| Short interest, % of float | 1.2% | 2.9% |
Go deeper
- HD stock overview
- HD income statement
- HD valuation and score
- SHW stock overview
- SHW income statement
- SHW valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.