WallStSmart

Equifax Inc (EFX)vsIllinois Tool Works Inc (ITW)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Illinois Tool Works Inc generates 155% more annual revenue ($16.04B vs $6.28B). ITW leads profitability with a 19.1% profit margin vs 11.1%. EFX appears more attractively valued with a PEG of 1.68. EFX earns a higher WallStSmart Score of 66/100 (B-).

EFX

Strong Buy

66

out of 100

Grade: B-

Growth: 7.3Profit: 6.5Value: 4.0Quality: 4.0
Piotroski: 2/9

ITW

Buy

58

out of 100

Grade: C

Growth: 4.7Profit: 9.5Value: 4.3Quality: 5.8
Piotroski: 3/9Altman Z: 4.71
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

EFXOvervalued (-8.5%)

Margin of Safety

-8.5%

Fair Value

$182.18

Current Price

$173.94

$8.24 premium

UndervaluedFair: $182.18Overvalued

Intrinsic value data unavailable for ITW.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

EFX1 strengths · Avg: 8.0/10
EPS GrowthGrowth
34.0%8/10

Earnings expanding 34.0% YoY

ITW4 strengths · Avg: 9.3/10
Return on EquityProfitability
93.7%10/10

Every $100 of equity generates 94 in profit

Altman Z-ScoreHealth
4.7110/10

Safe zone — low bankruptcy risk

Market CapQuality
$74.36B9/10

Large-cap with strong market position

Operating MarginProfitability
26.8%8/10

Strong operational efficiency at 26.8%

Areas to Watch

EFX3 concerns · Avg: 3.7/10
PEG RatioValuation
1.684/10

Expensive relative to growth rate

P/E RatioValuation
30.4x4/10

Premium valuation, high expectations priced in

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

ITW4 concerns · Avg: 2.8/10
Revenue GrowthGrowth
4.1%4/10

4.1% revenue growth

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
2.692/10

Expensive relative to growth rate

Price/BookValuation
23.1x2/10

Trading at 23.1x book value

Comparative Analysis Report

WallStSmart Research

Bull Case : EFX

The strongest argument for EFX centers on EPS Growth. Revenue growth of 14.3% 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 : EFX

The primary concerns for EFX are PEG Ratio, P/E Ratio, Piotroski F-Score.

Bear Case : ITW

The primary concerns for ITW are Revenue Growth, Piotroski F-Score, PEG Ratio.

Key Dynamics to Monitor

EFX carries more volatility with a beta of 1.56 — expect wider price swings.

EFX is growing revenue faster at 14.3% — sustainability is the question.

ITW generates stronger free cash flow (858M), providing more financial flexibility.

Monitor CONSULTING SERVICES industry trends, competitive dynamics, and regulatory changes.

Bottom Line

EFX scores higher overall (66/100 vs 58/100) and 14.3% revenue growth. Both earn "Strong 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.

Equifax Inc

INDUSTRIALS · CONSULTING SERVICES · USA

Equifax Inc. is an American multinational consumer credit reporting agency and is one of the three largest consumer credit reporting agencies, along with Experian and TransUnion. In addition to credit and demographic data and services to business, Equifax sells credit monitoring and fraud prevention services directly to consumers.

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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