Sherwin-Williams vs Vale

This page compares Sherwin-Williams and Vale S.A. on business models, financial performance, and market context, offering a neutral overview of how each company operates, performs, and positions itself within the industry. The analysis aims to be clear and accessible, avoiding recommendations. Educational content, not financial advice.

This page compares Sherwin-Williams and Vale S.A. on business models, financial performance, and market context, offering a neutral overview of how each company operates, performs, and positions itsel...

About The Companies

Sherwin-Williams (SHW)

Sherwin‑Williams (ticker: SHW) is a global paint and coatings manufacturer known for professional and retail brands, with a large distribution network that reaches contractors, industrial customers and DIY consumers. With a market capitalisation around $84.4bn, the company generates revenue from paint and coatings sales, related products and services across segments such as architectural, industrial and automotive coatings. Key drivers include housing renovation cycles, construction activity and industrial demand, while margins are influenced by raw‑material costs, pricing power and operational scale. The company has grown through product innovation and acquisitions, which expanded its geographic reach and product mix. Investors should note Sherwin‑Williams is cyclical and exposed to commodity input prices, exchange rates and regulatory standards; past dividends or buybacks do not guarantee future returns. This is general educational information — not personalised advice. Consider your investment goals, timeframe and risk tolerance before researching or investing further.

Vale (VALE)

Vale S.A. is one of the world’s largest producers of iron ore and iron‑ore pellets, with significant operations in nickel, copper, coal and fertilisers. Headquartered in Brazil, the company supplies raw materials to global steelmakers and operates an integrated logistics network of railways and ports. Investors should know Vale is highly exposed to commodity‑price cycles (notably iron ore and nickel), Chinese steel demand and Brazilian political and regulatory developments. Its market capitalisation is about $51.22 billion — a measure of scale but not a forecast of returns. Vale can generate strong cash flows in favourable commodity markets and its nickel exposure links it to the electric‑vehicle supply chain, yet dividends have varied with earnings and capital needs. The business also carries legacy environmental and safety liabilities that affect costs, reputation and regulation. This is general educational information, not personalised investment advice; consider your time horizon, risk tolerance and diversification before acting.

Comparison Snapshot

Key Financial Metrics

SHW

Metric

VALE

$81.48B

Market Cap

$57.47B

18.27%

Potential Profit

9.03%

Buy

Analyst Rating

Buy

Why It's Moving

Sherwin-Williams Dividend Hits Investor Radars Amid Recent Share Price Dip.

Quarterly dividend of $0.79 per share paid on December 5th to shareholders of record on November 14th, underscoring steady cash return amid market choppiness.
AllianceBernstein L.P. trimmed its SHW stake by 4.7% in Q2, signaling selective caution from big holders in a softening demand environment.
Q2 earnings beat estimates with $3.59 EPS and $6.36B revenue, though full-year outlook adjusted lower for persistent demand weakness and accelerated restructuring costs.

Sentiment:

⚖️Neutral

Vale Goes Ex-Dividend Today as Earnings Strength and Iron Ore Outlook Drive Investor Focus

Ex-dividend date hits December 12 for $0.37697 regular dividend and $0.29404 special dividend, signaling strong cash flow return to investors after Q3 EPS crushed estimates at $0.63 vs. $0.49 expected.
Q3 revenue edged past forecasts at $10.42B, with robust 42.4% pre-tax margins underscoring operational resilience despite legal headwinds like Fundao dam provisions.
2026 iron ore output guidance cut to 335-345M tonnes due to softer global demand and rising African supply, though CEO eyes growth from India and Vietnam.

Sentiment:

⚖️Neutral

Sherwin-Williams Dividend Hits Investor Radars Amid Recent Share Price Dip.

Quarterly dividend of $0.79 per share paid on December 5th to shareholders of record on November 14th, underscoring steady cash return amid market choppiness.
AllianceBernstein L.P. trimmed its SHW stake by 4.7% in Q2, signaling selective caution from big holders in a softening demand environment.
Q2 earnings beat estimates with $3.59 EPS and $6.36B revenue, though full-year outlook adjusted lower for persistent demand weakness and accelerated restructuring costs.

Sentiment:

⚖️Neutral

Vale Goes Ex-Dividend Today as Earnings Strength and Iron Ore Outlook Drive Investor Focus

Ex-dividend date hits December 12 for $0.37697 regular dividend and $0.29404 special dividend, signaling strong cash flow return to investors after Q3 EPS crushed estimates at $0.63 vs. $0.49 expected.
Q3 revenue edged past forecasts at $10.42B, with robust 42.4% pre-tax margins underscoring operational resilience despite legal headwinds like Fundao dam provisions.
2026 iron ore output guidance cut to 335-345M tonnes due to softer global demand and rising African supply, though CEO eyes growth from India and Vietnam.

Sentiment:

⚖️Neutral

Which Baskets Do They Appear In?

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This curated collection focuses on companies set to benefit from the continued strength in luxury real estate. Based on insights from The Agency CEO Mauricio Umansky, these stocks span premium homebuilders, high-end material suppliers, and luxury furnishing brands positioned to thrive in a resilient high-end housing market.

Published: July 1, 2025

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U.S. Homebuilding Rebound

Recent data shows new home sales jumping 7.4% monthly, signaling a strong housing market revival. This collection features carefully selected homebuilders and suppliers positioned to benefit from increasing construction activity and rising home prices.

Published: June 30, 2025

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Which Baskets Do They Appear In?

The Umansky Effect: Riding the Luxury Housing Wave

This curated collection focuses on companies set to benefit from the continued strength in luxury real estate. Based on insights from The Agency CEO Mauricio Umansky, these stocks span premium homebuilders, high-end material suppliers, and luxury furnishing brands positioned to thrive in a resilient high-end housing market.

Published: July 1, 2025

Explore Basket

U.S. Homebuilding Rebound

Recent data shows new home sales jumping 7.4% monthly, signaling a strong housing market revival. This collection features carefully selected homebuilders and suppliers positioned to benefit from increasing construction activity and rising home prices.

Published: June 30, 2025

Explore Basket

Investment Analysis