Expeditors International of Washington, Inc. (EXPD)vsIllinois Tool Works Inc (ITW)
EXPD
Expeditors International of Washington, Inc.
$160.44
+0.19%
INDUSTRIALS · Cap: $21.79B
ITW
Illinois Tool Works Inc
$252.72
+0.64%
INDUSTRIALS · Cap: $71.52B
Smart Verdict
WallStSmart Research — data-driven comparison
Illinois Tool Works Inc generates 45% more annual revenue ($16.22B vs $11.19B). ITW leads profitability with a 19.3% profit margin vs 7.5%. ITW appears more attractively valued with a PEG of 2.43. ITW earns a higher WallStSmart Score of 60/100 (C).
EXPD
Buy55
out of 100
Grade: C-
ITW
Buy60
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-79.7%
Fair Value
$90.10
Current Price
$160.44
$70.34 premium
Intrinsic value data unavailable for ITW.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 37 in profit
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Every $100 of equity generates 97 in profit
Safe zone — low bankruptcy risk
Large-cap with strong market position
Strong operational efficiency at 25.7%
Areas to Watch
Moderate valuation
Trading at 9.3x book value
4.4% revenue growth
7.5% margin — thin
Expensive relative to growth rate
4.6% revenue growth
Weak financial health signals
Trading at 22.6x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : EXPD
The strongest argument for EXPD centers on Return on Equity, Altman Z-Score, Debt/Equity.
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 25.7%.
Bear Case : EXPD
The primary concerns for EXPD are P/E Ratio, Price/Book, Revenue Growth.
Bear Case : ITW
The primary concerns for ITW are PEG Ratio, Revenue Growth, Piotroski F-Score. Debt-to-equity of 2.83 is elevated, increasing financial risk.
Key Dynamics to Monitor
ITW carries more volatility with a beta of 1.05 — expect wider price swings.
ITW is growing revenue faster at 4.6% — sustainability is the question.
ITW generates stronger free cash flow (528M), providing more financial flexibility.
Monitor INTEGRATED FREIGHT & LOGISTICS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ITW scores higher overall (60/100 vs 55/100), backed by strong 19.3% 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.
Expeditors International of Washington, Inc.
INDUSTRIALS · INTEGRATED FREIGHT & LOGISTICS · USA
Expeditors (Expeditors International of Washington) is an American worldwide logistics and freight forwarding company headquartered in Seattle, Washington.
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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