ESAB Corp (ESAB)vsIllinois Tool Works Inc (ITW)
ESAB
ESAB Corp
$98.27
+2.05%
INDUSTRIALS · Cap: $6.06B
ITW
Illinois Tool Works Inc
$258.01
-2.88%
INDUSTRIALS · Cap: $74.36B
Smart Verdict
WallStSmart Research — data-driven comparison
Illinois Tool Works Inc generates 464% more annual revenue ($16.04B vs $2.84B). ITW leads profitability with a 19.1% profit margin vs 8.0%. ESAB appears more attractively valued with a PEG of 1.09. ITW earns a higher WallStSmart Score of 58/100 (C).
ESAB
Buy55
out of 100
Grade: C-
ITW
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-27.9%
Fair Value
$105.19
Current Price
$98.27
$6.92 premium
Intrinsic value data unavailable for ITW.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
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
Distress zone — elevated risk
8.0% margin — thin
Weak financial health signals
Earnings declined 31.6%
4.1% revenue growth
Weak financial health signals
Expensive relative to growth rate
Trading at 23.1x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : ESAB
The strongest argument for ESAB centers on Price/Book. PEG of 1.09 suggests the stock is reasonably priced for its growth.
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 : ESAB
The primary concerns for ESAB are Altman Z-Score, Profit Margin, Piotroski F-Score.
Bear Case : ITW
The primary concerns for ITW are Revenue Growth, Piotroski F-Score, PEG Ratio.
Key Dynamics to Monitor
ESAB carries more volatility with a beta of 1.31 — expect wider price swings.
ESAB is growing revenue faster at 7.5% — sustainability is the question.
ITW generates stronger free cash flow (858M), providing more financial flexibility.
Monitor METAL FABRICATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ITW scores higher overall (58/100 vs 55/100), 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.
ESAB Corp
INDUSTRIALS · METAL FABRICATION · USA
ESAB Corporation formulates, develops, manufactures and supplies consumable products and equipment for use in automated cutting, joining and welding, as well as gas control equipment. The company is headquartered in Wilmington, Delaware.
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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