ATS Corporation (ATS)vsIllinois Tool Works Inc (ITW)
ATS
ATS Corporation
$30.39
+1.00%
INDUSTRIALS · Cap: $2.95B
ITW
Illinois Tool Works Inc
$266.45
+0.53%
INDUSTRIALS · Cap: $76.38B
Smart Verdict
WallStSmart Research — data-driven comparison
Illinois Tool Works Inc generates 473% more annual revenue ($16.04B vs $2.80B). ATS leads profitability with a 67.0% profit margin vs 19.1%. ITW trades at a lower P/E of 25.2x. ITW earns a higher WallStSmart Score of 58/100 (C).
ATS
Buy51
out of 100
Grade: C-
ITW
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-369.6%
Fair Value
$6.55
Current Price
$30.39
$23.84 premium
Margin of Safety
-53.6%
Fair Value
$194.04
Current Price
$266.45
$72.41 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 108 in profit
Keeps 67 of every $100 in revenue as profit
Earnings expanding 358.0% YoY
Reasonable price relative to book value
16.7% revenue growth
Every $100 of equity generates 94 in profit
Safe zone — low bankruptcy risk
Large-cap with strong market position
Strong operational efficiency at 26.8%
Areas to Watch
Weak financial health signals
Premium valuation, high expectations priced in
Distress zone — elevated risk
Moderate valuation
4.1% revenue growth
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : ATS
The strongest argument for ATS centers on Return on Equity, Profit Margin, EPS Growth. Profitability is solid with margins at 67.0% and operating margin at 8.3%. Revenue growth of 16.7% demonstrates continued momentum.
Bull Case : ITW
The strongest argument for ITW centers on Return on Equity, Altman Z-Score, Market Cap. Profitability is solid with margins at 19.1% and operating margin at 26.8%.
Bear Case : ATS
The primary concerns for ATS are Piotroski F-Score, P/E Ratio, Altman Z-Score. A P/E of 217.1x leaves little room for execution misses.
Bear Case : ITW
The primary concerns for ITW are P/E Ratio, Revenue Growth, Piotroski F-Score.
Key Dynamics to Monitor
ATS profiles as a growth stock while ITW is a value play — different risk/reward profiles.
ATS carries more volatility with a beta of 1.23 — expect wider price swings.
ATS is growing revenue faster at 16.7% — sustainability is the question.
ITW generates stronger free cash flow (858M), providing more financial flexibility.
Bottom Line
ITW scores higher overall (58/100 vs 51/100), backed by strong 19.1% margins. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
ATS Corporation
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
ATS Corporation stands out as a leading provider of automated manufacturing solutions, specializing in systems integration and innovative automation technologies. Serving a variety of sectors—including automotive, medical devices, and electronics—the company designs and implements tailored manufacturing equipment that substantially boosts productivity and operational efficiency. With a solid global presence and an unwavering commitment to innovation and sustainability, ATS is well-equipped to meet the evolving demands of its clients and capitalize on expanding market opportunities. This emphasis on advanced manufacturing makes ATS an appealing investment for institutional investors looking to gain exposure to the rapidly growing automation industry.
Visit Website →Illinois Tool Works Inc
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
Illinois Tool Works Inc. or ITW is an American company that produces engineered fasteners and components, equipment and consumable systems, and specialty products.
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