PPG vs SHW Stock Comparison: AI Score, Valuation, Performance and Upside
SHW's vertically integrated, company-owned store model has driven superior margins and consistent outperformance versus PPG's more diversified but lower-margin industrial coatings business. PPG offers broader end-market and geographic diversification, while SHW offers a best-in-class North American retail paint franchise.
PPG vs SHW contrasts a globally diversified industrial coatings supplier against the dominant, vertically integrated North American retail paint franchise with a stronger margin and growth track record.
SHW holds the edge across 3 of 5 key metrics in this comparison. PPG leads on both 1-year return (-2.45%) and forward P/E quality (12.98x vs 25.33x for SHW), a relatively favorable combination of momentum and valuation. SHW leads on both revenue growth (7.50%) and operating margin (18.12%), suggesting a stronger fundamental setup on both dimensions. Analyst consensus implies similar upside for both: +12.15% for PPG and +13.38% for SHW.
Human Wall Street analysts' price targets, typically implying a ~12-month view — a separate signal from this site's own AI Prediction Signal further down the page, which is a 5-/30-day machine-learning forecast based on price history alone.
- Want diversified global exposure across automotive, aerospace, and industrial coatings
- Believe PPG's margin recovery and valuation discount offer upside
- Prefer broader international diversification over North American concentration
- Want exposure to the dominant North American retail paint franchise
- Value consistent margin expansion and capital return discipline
- Are comfortable paying a premium valuation for proven execution
| Metric | PPG | SHW |
|---|---|---|
| AI scorei | 41.2 | 51.4 |
| AI ranki | #1068 | #458 |
| Latest closei | $105.45 | $320.94 |
| 1M returni | -6.52% | -7.05% |
| 6M returni | +7.19% | +3.40% |
| 1Y returni | -2.45% | -8.36% |
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | PPG | SHW |
|---|---|---|
| 1Y ago | $9.67K (-3.3%) started 2025-09-18 | $9.18K (-8.2%) started 2025-09-18 |
| 5Y ago | $8.38K (-16.2%) started 2021-09-20 | $11.77K (+17.7%) started 2021-09-20 |
| 10Y ago | $14.46K (+44.6%) started 2016-09-19 | $41.41K (+314.1%) started 2016-09-19 |
Hypothetical — past performance does not guarantee future results.
| Metric | PPG | SHW |
|---|---|---|
| Market capi | $25.02B | $83.72B |
| Trailing P/Ei | 16.14 | 31.84 |
| Forward P/Ei | 12.98 | 25.33 |
| Price/Salesi | 1.63 | 3.89 |
| EV/Revenuei | 1.89 | 4.01 |
| Analyst targeti | $126.20 | $391.00 |
| Target upsidei | +12.15% | +13.38% |
| Metric | PPG | SHW |
|---|---|---|
| Revenue growthi | 7.20% | 7.50% |
| Earnings growthi | -1.50% | 14.30% |
| EPS growthi | -1.50% | +14.30% |
| FCF margini | +6.73% | +10.27% |
| Operating margini | 14.02% | 18.12% |
| Profit margini | 9.57% | 11.01% |
| ROIC proxyi | 19.30% | 65.12% |
| Return on equityi | 19.30% | 65.12% |
| Dividend yieldi | 2.63% | 0.93% |
| Payout ratioi | 40.75% | 29.34% |
| Dividend growth streaki | No increase yet | No increase yet |
| Betai | 1.06 | 1.09 |
| Debt/equityi | 86.94 | 389.96 |
| Current ratioi | 1.58 | 0.73 |
| Quick ratioi | 1.05 | 0.41 |
Over the past year, PPG and SHW have moved strongly in the same direction (correlation of 0.73), based on daily returns.
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | PPG | SHW |
|---|---|---|---|
| 1Y | Growthi | -3.27% | -8.19% |
| CAGRi | -3.28% | -8.20% | |
| Volatilityi | 30.43% | 27.19% | |
| Sharpe ratioi | -0.11 | -0.35 | |
| Sortino ratioi | -0.15 | -0.53 | |
| Max drawdowni | 26.10% | 21.36% | |
| Current drawdowni | 19.85% | 13.86% | |
| Avg drawdowni | 10.97% | 8.32% | |
| Ulcer Indexi | 12.71% | 10.01% | |
| Max daily dropi | 6.03% | 3.52% | |
| Max wkly dropi | 13.44% | 9.02% | |
| 5Y | Growthi | -22.41% | +13.78% |
| CAGRi | -4.95% | +2.62% | |
| Volatilityi | 28.10% | 27.05% | |
| Sharpe ratioi | -0.20 | 0.06 | |
| Sortino ratioi | -0.28 | 0.09 | |
| Max drawdowni | 43.55% | 42.46% | |
| Current drawdowni | 34.65% | 19.36% | |
| Avg drawdowni | 23.81% | 17.58% | |
| Ulcer Indexi | 25.52% | 20.76% | |
| Max daily dropi | 7.62% | 8.92% | |
| Max wkly dropi | 15.87% | 17.22% | |
| 10Y | Growthi | +22.04% | +281.22% |
| CAGRi | +2.01% | +14.32% | |
| Volatilityi | 27.62% | 26.85% | |
| Sharpe ratioi | 0.05 | 0.47 | |
| Sortino ratioi | 0.07 | 0.67 | |
| Max drawdowni | 46.02% | 42.46% | |
| Current drawdowni | 37.51% | 19.36% | |
| Avg drawdowni | 17.56% | 11.23% | |
| Ulcer Indexi | 21.65% | 15.55% | |
| Max daily dropi | 12.50% | 18.68% | |
| Max wkly dropi | 24.80% | 23.01% |
| Category | PPG | SHW |
|---|---|---|
| Company | PPG Industries, Inc. | The Sherwin-Williams Company |
| Sector | Basic Materials | Basic Materials |
| Industry | Specialty Chemicals | Specialty Chemicals |
| Core business | PPG Industries is a global leader in paints, coatings, and specialty materials, serving automotive, aerospace, industrial, and architectural customers across a broad international footprint. | Sherwin-Williams is the leading North American paint company, known for its vertically integrated company-owned store network that sells directly to professional painters and consumers. |
| Investor focus | Investors track industrial production trends, automotive OEM coatings volumes, raw material cost trends, and PPG's margin recovery efforts. | Investors track same-store sales growth in its company-owned paint stores, residential repaint and new construction demand, and pricing power versus raw material costs. |
- Diversified end-market exposure across automotive, aerospace, and industrial coatings
- Strong global manufacturing and distribution footprint
- Leading positions in specialty and protective coatings niches
- Vertically integrated company-owned retail store network drives pricing power and customer loyalty
- Consistent track record of margin expansion and shareholder returns
- Strong brand recognition in North American residential and professional paint markets
- Has lagged Sherwin-Williams in margin performance and stock returns
- Exposure to cyclical automotive and industrial production volumes
- Raw material and logistics cost inflation pressure on margins
- Premium valuation reflects high growth and margin expectations
- Housing market and residential repaint demand cyclicality
- Store network expansion requires ongoing capital investment
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