Verdict: Side-by-side breakdown using the Bull Rankings model. MOS scored 19.9, SHW scored 53.1 — SHW leads.
Compare another set
MOS
The Mosaic Company
Agricultural Inputs · Quality-Growth
19.9
$18.74 · $6.0B
fundamentals as of
Score gap
33.2
SHW leads
SHW
The Sherwin-Williams Company
Specialty Chemicals · Quality-Growth
53.1
$319.36 · $77.5B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
Fastest growthMOS+8.8%
Strongest balance sheetMOS0.52
Highest qualitySHW78 / 100
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
MOS
stronger →← stronger
SHW
32
Qualityreturns · margins · balance sheet
78
50
Growthrevenue & earnings expansion
50
5
Valuevaluation vs sector peers
38
SHW is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
MOS
SHW
-$947mF
FCF
$3.2bB
+8.8%B
Rev
+5.8%C+
0.52C+
D/E
3.90D
0.5xA
P/S
—
2.02C
PEG
2.07C
—
P/E
29.4xC+
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
MOS
SHW
—
Price vs fair valuelower is cheaper
66% above
—
Growth the price impliesyr-1 FCF growth, fading to 4% · lower = less priced in
~18%/yr
—
1-yr DCF upside
-41%
—
5-yr DCF upside
-40%
—
10-yr DCF upside
-37%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
MOS
Why this score
Cyclical growth
SHW
Why this score
Buying back stock
Durable high returns
Cyclical growth
The companies
MOSThe Mosaic Company
Agricultural Inputs · $18.74 · beta 0.92
Why now
Agricultural Inputs · market cap $6.0b. Down 42% from 52-week high of $32.25 — deep drawdown territory. 18 sell-side analysts rate this a Buy with a mean 1-yr target of $26.66 (implying +42% upside).
Moat
Turnaround / out-of-favor name — GAAP-unprofitable for now, so the durability case is forward-looking: it rests on a recovery (margin normalization, a cyclical upturn or restructuring) or an un-monetized asset (IP / network effects / first-mover position) rather than on current reported results.
Risk
Free cash flow is negative (-$947m) — capital raises or debt issuance likely required; dilution / leverage risk. Currently unprofitable (margin -5.2%) — path to GAAP profitability is the core thesis risk. Down 42% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up.
SHWThe Sherwin-Williams Company
Specialty Chemicals · $319.36 · beta 1.08
Why now
Specialty Chemicals · market cap $77.5b. 15% off the 52-week high of $377.77. 23 sell-side analysts rate this a Buy with a mean 1-yr target of $385.87 (implying +21% upside).
Moat
ROE 70% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 120% of net income — earnings translate cleanly into cash. $77.5b market cap gives the company enough scale to absorb fixed costs that subscale competitors can't, without yet being so large that growth has to come from acquisition.
Risk
D/E 3.90 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where MOS and SHW diverge
On the headline score the gap is 33.2 points in favor of SHW. The widest single difference is Quality, where SHW leads by 46.8 points.
QualityMOS 31.6 · SHW 78.4SHW +46.8
ValueMOS 5.0 · SHW 38.1SHW +33.1
GrowthMOS 50.0 · SHW 50.0level
Pillars run 0–100. Value is judged against each company's own sector, so a Value score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.
Common questions
Is SHW or MOS the better stock?
SHW scores higher: SHW 53.1, MOS 19.9 out of 100 on the Bull Rankings quality-growth score, which blends business quality, growth and valuation into one number. A higher score means a stronger business at a more reasonable price — it is not a price target or a recommendation.
Where do SHW and MOS differ most?
The widest gap is quality, where SHW leads by 47 points on the 0–100 pillar scale. SHW also leads value, while growth is effectively level between them.
How are SHW and MOS scored?
Each carries the same 0–100 quality-growth score used everywhere on the site, built from three pillars — quality (profitability and returns on capital), growth (revenue and earnings), and value (what you pay for them) — combined as a geometric mean, so a weak pillar cannot be papered over by a strong one.
How current is this comparison?
The whole universe is re-scored every trading day after the US market close, so the scores and fundamentals here reflect the latest published edition.