Gfl Environmental Holdings Inc (GFL)vsIllinois Tool Works Inc (ITW)
GFL
Gfl Environmental Holdings Inc
$40.11
-0.57%
INDUSTRIALS · Cap: $14.56B
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 143% more annual revenue ($16.04B vs $6.62B). GFL leads profitability with a 58.0% profit margin vs 19.1%. ITW trades at a lower P/E of 24.0x. ITW earns a higher WallStSmart Score of 58/100 (C).
GFL
Buy54
out of 100
Grade: C-
ITW
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+5.1%
Fair Value
$46.42
Current Price
$40.11
$6.31 discount
Intrinsic value data unavailable for ITW.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 58 of every $100 in revenue as profit
Reasonable price relative to book value
Earnings expanding 22.2% YoY
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
ROE of 3.3% — below average capital efficiency
Elevated debt levels
Premium valuation, high expectations priced in
Distress zone — elevated risk
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 : GFL
The strongest argument for GFL centers on Profit Margin, Price/Book, EPS Growth. Profitability is solid with margins at 58.0% and operating margin at 6.4%.
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 : GFL
The primary concerns for GFL are Return on Equity, Debt/Equity, P/E Ratio. A P/E of 98.4x leaves little room for execution misses.
Bear Case : ITW
The primary concerns for ITW are Revenue Growth, Piotroski F-Score, PEG Ratio.
Key Dynamics to Monitor
GFL profiles as a mature stock while ITW is a value play — different risk/reward profiles.
ITW carries more volatility with a beta of 1.15 — expect wider price swings.
GFL is growing revenue faster at 7.3% — sustainability is the question.
ITW generates stronger free cash flow (858M), providing more financial flexibility.
Bottom Line
ITW scores higher overall (58/100 vs 54/100), 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.
Gfl Environmental Holdings Inc
INDUSTRIALS · WASTE MANAGEMENT · USA
GFL Environmental Inc. is a diversified environmental services company in Canada and the United States. The company is headquartered in Vaughan, Canada.
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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