PPG Industries Inc vs Sherwin-Williams Co

PPG Industries Inc (PPG) is slightly overvalued and Sherwin-Williams Co (SHW) is overvalued.

Both trade above our estimate of their intrinsic value. PPG is the closer of the two: -16%, against -125% for SHW.

Values as of the 22 Sept 2026 close.

PPG Industries Inc (PPG)

Discounting its cash flows at 9.0% (average of 3 methods) values the shares at $92.86; the price of $107.77 is 16% above that value, and 76% of that value comes from beyond year five.

Leak Score 53/100 on 9 of 12 signals

Sherwin-Williams Co (SHW)

Discounting its cash flows at 9.7% (average of 3 methods) values the shares at $146.16; the price of $328.35 is 125% above that value, and 73% of that value comes from beyond year five.

Leak Score 71/100 on 9 of 12 signals

MetricPPGSHW
VerdictSlightly overvaluedOvervalued
Price$107.77$328.35
Intrinsic value$92.86$146.16
Margin of safety-16%-125%
Leak Score53/100 (9/12)71/100 (9/12)
Market cap$24.0B$79.7B
Revenue growth, 5 years2.8%5.1%
Operating margin13.2%16.5%
Net margin9.5%11.0%
Return on equity19.6%65.1%
Debt to equity0.883.90
P/E15.5x30.3x
Forward P/E12.5x24.2x
P/B2.8x20.7x
Dividend yield2.7%0.9%

All stocks in Specialty Chemicals