ATS Corporation (ATS)vsIllinois Tool Works Inc (ITW)
ATS
ATS Corporation
$35.38
+2.14%
INDUSTRIALS · Cap: $3.36B
ITW
Illinois Tool Works Inc
$254.76
-0.30%
INDUSTRIALS · Cap: $73.64B
Smart Verdict
WallStSmart Research — data-driven comparison
Illinois Tool Works Inc generates 479% more annual revenue ($16.22B vs $2.80B). ITW leads profitability with a 19.3% profit margin vs 0.7%. ITW trades at a lower P/E of 23.8x. ITW earns a higher WallStSmart Score of 60/100 (C).
ATS
Buy51
out of 100
Grade: C-
ITW
Buy60
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+34.9%
Fair Value
$47.28
Current Price
$35.38
$11.90 discount
Intrinsic value data unavailable for ITW.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 358.0% YoY
Reasonable price relative to book value
16.7% revenue growth
Every $100 of equity generates 97 in profit
Safe zone — low bankruptcy risk
Large-cap with strong market position
Strong operational efficiency at 25.4%
Areas to Watch
ROE of 1.1% — below average capital efficiency
0.7% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
4.6% revenue growth
Weak financial health signals
Expensive relative to growth rate
Trading at 22.8x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : ATS
The strongest argument for ATS centers on EPS Growth, Price/Book, Revenue Growth. 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 19.3% and operating margin at 25.4%.
Bear Case : ATS
The primary concerns for ATS are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 247.4x leaves little room for execution misses. Thin 0.7% margins leave little buffer for downturns.
Bear Case : ITW
The primary concerns for ITW are Revenue Growth, Piotroski F-Score, PEG Ratio.
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 1.27 — expect wider price swings.
ATS is growing revenue faster at 16.7% — sustainability is the question.
Monitor SPECIALTY INDUSTRIAL MACHINERY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ITW scores higher overall (60/100 vs 51/100), backed by strong 19.3% margins. ATS offers better value entry with a 34.9% margin of safety. 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 is a premier provider of automated manufacturing solutions, adept in systems integration and cutting-edge automation technologies. Catering to diverse sectors such as automotive, medical devices, and electronics, ATS designs and implements bespoke manufacturing equipment that enhances productivity and operational efficiency. With a robust global footprint and a strong commitment to innovation and sustainability, the company is positioned to address the dynamic needs of its clients while seizing growth opportunities in the booming automation market. This strategic focus on advanced manufacturing positions ATS as a compelling investment for institutional investors seeking exposure to the rapidly evolving automation landscape.
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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