SHW vs ITW vs MAS Stock Comparison

Sherwin Williams, Illinois Tool Works and Masco Prices as of Oct 26, 2026 Peers: Industry group
SHW Sherwin Williams Co
$335.16 +1.9% 1M +0.3% 1Y
Market cap
$79.50B
P/E
29.6x
Revenue (TTM)
$24.41B
Div. yield
–
Paints and Coatings Basic Materials
2 wins
ITW Illinois Tool Works Inc
$276.01 +0.7% 1M +12.3% 1Y
Market cap
$78.95B
P/E
24.7x
Revenue (TTM)
$16.47B
Div. yield
0.02%
Industrial Machinery Industrials
6 wins
MAS Masco Corp /De/
$75.50 +9.6% 1M +10.8% 1Y
Market cap
$14.93B
P/E
16.9x
Revenue (TTM)
$7.62B
Div. yield
0.02%
Building Products Industrials
4 wins

Head to Head

12 decided of 12

Illinois Tool Works leads on 6 of the 12 questions below (Illinois Tool Works 6, Masco 4, Sherwin Williams 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionSHWITWMASLeader
Larger companyMarket capitalisation $79.50B $78.95B $14.93B SHW
Cheaper on earningsLower P/E, profitable companies only 29.6x 24.7x 16.9x MAS
Cheaper on forward earningsLower price / next fiscal year consensus EPS 26.4x 25.9x 15.8x MAS
Faster revenue growthRevenue growth, trailing twelve months +5.8% +4.3% -0.6% SHW
More profitableNet margin, trailing twelve months 11.0% 19.4% 11.6% ITW
Better return on capitalReturn on invested capital 19.2% 27.1% 33.9% MAS
Less leveragedLower net debt / EBITDA 2.5x 1.9x — ITW
Higher dividend yieldTrailing dividend yield 0.00% 0.02% 0.02% ITW
Better 1-year returnPrice return, last 12 months +0.3% +12.3% +10.8% ITW
Better 5-year returnAnnualised price return, 5 years +1.1%/yr +4.4%/yr +3.3%/yr ITW
Less volatileAnnualised volatility, 1 year 27.9% 21.3% 35.7% ITW
Higher overall scoreMean of the five percentile scores vs peers 55/100 48/100 64/100 MAS

Percentile Scorecard

SHWITWMAS

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisSHWITWMAS
Valuation 26 #70 of 94 26 #150 of 203 71 #17 of 56
Growth 73 #26 of 92 33 #125 of 187 41 #31 of 52
Profitability 98 #3 of 89 100 #2 of 185 98 #2 of 51
Financial Health 23 #75 of 97 23 #170 of 219 46 #32 of 58
Shareholder Returns 57 #31 of 70 59 #63 of 153 65 #15 of 41
Overall 55 48 64
  • SHW ranked among 99 companies in Chemicals
  • ITW ranked among 222 companies in Machinery
  • MAS ranked among 60 companies in Construction Products

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodSHWITWMASSPY
1 month +1.9%+0.7%+9.6% -0.8%
3 months +2.4%-3.0%-7.0% +3.5%
6 months -0.3%+2.3%+1.7% +7.0%
Year to date +3.4%+12.1%+19.0% +12.2%
1 year +0.3%+12.3%+10.8% +13.0%
3 years +42.0%+23.6%+47.9% +86.3%
3 years, per year +12.4%+7.3%+14.0% +23.1%
5 years +5.6%+24.2%+17.5% +68.6%
5 years, per year +1.1%+4.4%+3.3% +11.0%
10 years +303.4%+143.4%+146.7% +258.0%
10 years, per year +15.0%+9.3%+9.5% +13.6%

Risk

MeasureSHWITWMASSPY
Volatility, 1Y 27.9%21.3%35.7% 12.7%
Downside volatility, 1Y 25.4%20.8%33.9% 12.7%
Beta vs S&P 500, 1Y 0.850.471.12 1.00
Return / volatility, 1Y 0.010.580.30 1.02
Max drawdown, 5Y -42.9%-28.9%-38.9% -25.4%
From 52-week high -10.0%-7.9%-8.8% -1.8%
52-week high $372.60$299.60$82.77 $779.14
52-week low $293.00$241.07$58.60 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleSHWITWMAS
P/E now vs peer median 30.4xmedian 21.6x 24.7xmedian 26.0x 17.0xmedian 19.4x
P/S now vs peer median 3.3xmedian 1.4x 4.8xmedian 1.9x 2.0xmedian 1.5x
EV/EBITDA now vs peer median 19.7xmedian 12.4x 18.4xmedian 14.0x —median 12.1x
P/FCF now vs peer median 25.3xmedian 15.8x 26.9xmedian 21.4x 13.2xmedian 16.1x
P/B now vs peer median 21.1xmedian 1.6x 27.2xmedian 2.2x -40.8xmedian 2.9x
PEG now vs peer median 4.68median 1.66 8.37median 1.26 2.16median 0.93

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsSHWITWMAS
Revenue $24.41B $16.47B $7.62B
Gross profit $11.96B $7.27B $2.82B
Operating income $3.99B $4.36B $1.34B
Net income $2.69B $3.19B $937.00M
Free cash flow $3.21B $2.92B $1.13B
EPS (diluted) $10.93 $11.13 $4.45
Cash & equivalents $293.50M $839.00M $548.00M
Total debt $12.07B $9.69B $3.25B
Shares (diluted) 246.00M 287.00M 199.00M
Enterprise value $78.55B $75.51B $12.79B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricSHWITWMAS
P/E 30.4x 24.7x 17.0x
P/FCF 25.3x 26.9x 13.2x
P/Operating cash flow 20.9x 23.6x 11.5x
P/S 3.3x 4.8x 2.0x
P/B 21.1x 27.2x -40.8x
P/Tangible book 1,596x 33.6x -26.6x
EV/EBITDA 19.7x 18.4x –
EV/EBIT 23.3x 20.0x 13.2x
EV/Revenue 3.8x 5.3x 2.3x
EV/FCF 29.0x 29.9x 15.6x
EV/Operating cash flow 24.0x 26.3x 13.6x
PEG (3Y EPS CAGR) 4.68 8.37 2.16

Growth

14 metrics
MetricSHWITWMAS
Revenue growth (1Y) 5.8% 4.3% -0.6%
Revenue CAGR (3Y) 2.1% 0.8% -2.5%
Gross profit growth (1Y) 6.0% 5.3% 1.4%
Gross profit CAGR (3Y) 5.7% 2.7% 1.7%
Operating income growth (1Y) 8.1% 6.4% -0.7%
Operating income CAGR (3Y) 5.4% 3.4% 2.1%
Net income growth (1Y) 5.6% -5.1% 9.7%
Net income CAGR (3Y) 4.7% 1.0% 3.0%
EPS growth (1Y) 7.9% -3.1% 16.6%
EPS CAGR (3Y) 6.5% 3.0% 7.9%
Operating cash flow growth (1Y) 27.0% 5.8% 33.0%
Operating cash flow CAGR (3Y) 14.7% 3.1% 5.0%
Free cash flow growth (1Y) 49.1% 7.2% 39.2%
Free cash flow CAGR (3Y) 22.4% 4.1% 10.8%

Profitability

14 metrics
MetricSHWITWMAS
Gross margin 49.0% 44.2% 37.0%
EBITDA margin 19.3% 28.9% –
Operating margin 16.4% 26.5% 17.5%
Pretax margin 14.3% 25.0% 16.2%
Net margin 11.0% 19.4% 11.6%
FCF margin 13.2% 17.7% 14.8%
Operating cash flow margin 15.9% 20.2% 16.9%
Return on equity 64.9% 104.3% –
Return on assets 10.1% 19.5% 17.6%
Return on invested capital 19.2% 27.1% 33.9%
Return on capital employed 23.4% 41.9% 36.4%
Asset turnover 0.9x 1.0x 1.4x
Cash conversion (OCF / net income) 1.4x 1.0x 1.4x
Stock comp / revenue 0.5% 0.4% –

Financial Health

11 metrics
MetricSHWITWMAS
Debt / assets 44.8% 58.8% 60.1%
Debt / equity 3.1x 3.3x -8.9x
Net debt / EBITDA 2.5x 1.9x –
Debt / FCF 3.8x 3.3x 2.9x
Liabilities / assets 85.7% 82.4% 106.8%
Equity / assets 14.3% 17.6% -6.8%
Interest coverage 7.7x 14.5x 13.0x
Current ratio 0.7x 1.1x 1.9x
Quick ratio 0.4x 0.7x 1.1x
Cash ratio 0.0x 0.1x 0.3x
Altman Z-score 3.50 8.00 3.87

Shareholder Returns

7 metrics
MetricSHWITWMAS
Dividend yield 1.0% 2.4% 1.7%
Net buyback yield 3.0% 2.3% 6.1%
Shareholder yield 4.0% 4.7% 7.8%
Payout ratio (earnings) – 57.4% 27.5%
Payout ratio (FCF) – 62.8% 22.9%
Dividend growth (1Y) – 5.5% 0.0%
Dividend CAGR (3Y) – 5.1% 0.3%

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusSHWITWMAS
Forward P/E 26.4xFY2026 25.9xFY2026 15.8xFY2026
EPS, next fiscal year $12.68FY2026 $10.67FY2026 $4.79FY2026
EPS growth, next FY +10.9%FY2026 +1.7%FY2026 +21.0%FY2026
EPS growth, the year after -0.4% +19.3% -7.5%
Revenue, next fiscal year $23.55BFY2026 $16.46BFY2026 $7.23BFY2026
Revenue growth, next FY -0.1%FY2026 +2.6%FY2026 -4.3%FY2026
Revenue growth, the year after +4.0% +11.4% +15.5%
SHW estimates →ITW estimates →MAS estimates →

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersSHWITWMAS
Held by institutions 82.7% 84.9% 100.0%
Institutions holding 1,740 1,969 921
Change in shares held, QoQ +3.3% +0.8% +0.7%
Institutions buying 746 846 497
Institutions selling 718 750 289
Buyers to sellers 1.04 1.13 1.72
SHW holders →ITW holders →MAS holders →

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

SHWITWMAS
SHW 1.00 0.64 0.72
ITW 0.64 1.00 0.58
MAS 0.72 0.58 1.00

Add a Peer

Largest companies in the same industry
SHW · Paints and Coatings
+PPGPpg Industries +DOWDow +AMRZAmrize +MKSIMks +RPMRpm International +ESIElement Solutions +AXTAAxalta Coating Systems +ASHAshland
Plot all 6 Paints and Coatings stocks → Plot all 82 Industrial Machinery stocks → Plot all 31 Building Products stocks →

Related Comparisons

SHW vs PPGPpg Industries SHW vs DOWDow SHW vs AMRZAmrize SHW vs MKSIMks

Frequently Asked Questions

Which is bigger, SHW, ITW and MAS?

Sherwin Williams (SHW) is the largest by market capitalisation: Sherwin Williams (SHW) $79.50B, Illinois Tool Works (ITW) $78.95B, Masco (MAS) $14.93B.

Which stock is cheaper, SHW, ITW and MAS?

Masco (MAS) trades on the lowest price-to-earnings ratio (Sherwin Williams (SHW) 29.6x, Illinois Tool Works (ITW) 24.7x, Masco (MAS) 16.9x). On next year's consensus earnings, Masco (MAS) is cheapest (Sherwin Williams (SHW) 26.4x, Illinois Tool Works (ITW) 25.9x, Masco (MAS) 15.8x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Sherwin Williams (SHW) grew revenue fastest over the trailing twelve months: Sherwin Williams (SHW) +5.8%, Illinois Tool Works (ITW) +4.3%, Masco (MAS) -0.6%.

Which company is more profitable?

Illinois Tool Works (ITW) has the highest net margin (Sherwin Williams (SHW) 11.0%, Illinois Tool Works (ITW) 19.4%, Masco (MAS) 11.6%). On return on invested capital, Masco (MAS) leads (Sherwin Williams (SHW) 19.2%, Illinois Tool Works (ITW) 27.1%, Masco (MAS) 33.9%).

Which stock has performed better?

Over the past year Illinois Tool Works (ITW) returned the most: Sherwin Williams (SHW) +0.3%, Illinois Tool Works (ITW) +12.3%, Masco (MAS) +10.8%. Over five years, Illinois Tool Works (ITW) compounded fastest (Sherwin Williams (SHW) +1.1%/yr, Illinois Tool Works (ITW) +4.4%/yr, Masco (MAS) +3.3%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Illinois Tool Works (ITW) has the highest dividend yield: Sherwin Williams (SHW) 0.00%, Illinois Tool Works (ITW) 0.02%, Masco (MAS) 0.02%. Sherwin Williams (SHW) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Illinois Tool Works (ITW) has been the steadiest (Sherwin Williams (SHW) 27.9%, Illinois Tool Works (ITW) 21.3%, Masco (MAS) 35.7%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, SHW, ITW and MAS?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Illinois Tool Works (ITW) leads on 6. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.