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SHW vs. MDT
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between SHW and MDT is 0.48, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Performance

SHW vs. MDT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in The Sherwin-Williams Company (SHW) and Medtronic plc (MDT). The values are adjusted to include any dividend payments, if applicable.

30,000.00%35,000.00%40,000.00%December2025FebruaryMarchAprilMay
38,641.60%
28,835.28%
SHW
MDT

Key characteristics

Sharpe Ratio

SHW:

0.57

MDT:

0.24

Sortino Ratio

SHW:

1.01

MDT:

0.47

Omega Ratio

SHW:

1.12

MDT:

1.06

Calmar Ratio

SHW:

0.65

MDT:

0.14

Martin Ratio

SHW:

1.57

MDT:

0.83

Ulcer Index

SHW:

8.82%

MDT:

6.31%

Daily Std Dev

SHW:

24.47%

MDT:

21.48%

Max Drawdown

SHW:

-52.03%

MDT:

-57.63%

Current Drawdown

SHW:

-11.85%

MDT:

-30.88%

Fundamentals

Market Cap

SHW:

$90.13B

MDT:

$108.82B

EPS

SHW:

$10.57

MDT:

$3.28

PE Ratio

SHW:

34.02

MDT:

25.87

PEG Ratio

SHW:

3.64

MDT:

1.46

PS Ratio

SHW:

3.91

MDT:

3.22

PB Ratio

SHW:

21.82

MDT:

2.20

Total Revenue (TTM)

SHW:

$23.04B

MDT:

$24.61B

Gross Profit (TTM)

SHW:

$11.22B

MDT:

$15.68B

EBITDA (TTM)

SHW:

$4.47B

MDT:

$6.89B

Returns By Period

In the year-to-date period, SHW achieves a 3.65% return, which is significantly lower than MDT's 4.93% return. Over the past 10 years, SHW has outperformed MDT with an annualized return of 15.01%, while MDT has yielded a comparatively lower 3.45% annualized return.


SHW

YTD

3.65%

1M

8.91%

6M

-7.28%

1Y

11.22%

5Y*

14.99%

10Y*

15.01%

MDT

YTD

4.93%

1M

0.01%

6M

-6.18%

1Y

4.97%

5Y*

-0.62%

10Y*

3.45%

*Annualized

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Risk-Adjusted Performance

SHW vs. MDT — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SHW
The Risk-Adjusted Performance Rank of SHW is 6969
Overall Rank
The Sharpe Ratio Rank of SHW is 7373
Sharpe Ratio Rank
The Sortino Ratio Rank of SHW is 6666
Sortino Ratio Rank
The Omega Ratio Rank of SHW is 6363
Omega Ratio Rank
The Calmar Ratio Rank of SHW is 7676
Calmar Ratio Rank
The Martin Ratio Rank of SHW is 7070
Martin Ratio Rank

MDT
The Risk-Adjusted Performance Rank of MDT is 5757
Overall Rank
The Sharpe Ratio Rank of MDT is 6262
Sharpe Ratio Rank
The Sortino Ratio Rank of MDT is 5151
Sortino Ratio Rank
The Omega Ratio Rank of MDT is 5151
Omega Ratio Rank
The Calmar Ratio Rank of MDT is 5858
Calmar Ratio Rank
The Martin Ratio Rank of MDT is 6262
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

SHW vs. MDT - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for The Sherwin-Williams Company (SHW) and Medtronic plc (MDT). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


The current SHW Sharpe Ratio is 0.57, which is higher than the MDT Sharpe Ratio of 0.24. The chart below compares the historical Sharpe Ratios of SHW and MDT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.50December2025FebruaryMarchAprilMay
0.46
0.23
SHW
MDT

Dividends

SHW vs. MDT - Dividend Comparison

SHW's dividend yield for the trailing twelve months is around 0.83%, less than MDT's 3.37% yield.


TTM20242023202220212020201920182017201620152014
SHW
The Sherwin-Williams Company
0.83%0.84%0.78%1.01%0.62%0.73%0.77%0.87%0.83%1.25%1.03%0.84%
MDT
Medtronic plc
3.37%3.49%3.34%3.44%2.39%1.95%1.87%2.15%2.24%2.34%1.88%1.66%

Drawdowns

SHW vs. MDT - Drawdown Comparison

The maximum SHW drawdown since its inception was -52.03%, smaller than the maximum MDT drawdown of -57.63%. Use the drawdown chart below to compare losses from any high point for SHW and MDT. For additional features, visit the drawdowns tool.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-11.85%
-30.88%
SHW
MDT

Volatility

SHW vs. MDT - Volatility Comparison

The Sherwin-Williams Company (SHW) has a higher volatility of 11.27% compared to Medtronic plc (MDT) at 7.47%. This indicates that SHW's price experiences larger fluctuations and is considered to be riskier than MDT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%12.00%December2025FebruaryMarchAprilMay
11.27%
7.47%
SHW
MDT

Financials

SHW vs. MDT - Financials Comparison

This section allows you to compare key financial metrics between The Sherwin-Williams Company and Medtronic plc. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


4.00B5.00B6.00B7.00B8.00B9.00B20212022202320242025
5.31B
8.29B
(SHW) Total Revenue
(MDT) Total Revenue
Values in USD except per share items

SHW vs. MDT - Profitability Comparison

The chart below illustrates the profitability comparison between The Sherwin-Williams Company and Medtronic plc over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

35.0%40.0%45.0%50.0%55.0%60.0%65.0%70.0%20212022202320242025
48.2%
66.5%
(SHW) Gross Margin
(MDT) Gross Margin
SHW - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, The Sherwin-Williams Company reported a gross profit of 2.56B and revenue of 5.31B. Therefore, the gross margin over that period was 48.2%.

MDT - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Medtronic plc reported a gross profit of 5.51B and revenue of 8.29B. Therefore, the gross margin over that period was 66.5%.

SHW - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, The Sherwin-Williams Company reported an operating income of 765.30M and revenue of 5.31B, resulting in an operating margin of 14.4%.

MDT - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Medtronic plc reported an operating income of 1.65B and revenue of 8.29B, resulting in an operating margin of 19.9%.

SHW - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, The Sherwin-Williams Company reported a net income of 503.90M and revenue of 5.31B, resulting in a net margin of 9.5%.

MDT - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Medtronic plc reported a net income of 1.29B and revenue of 8.29B, resulting in a net margin of 15.6%.