WallStSmart

ICF International Inc (ICFI)vsIllinois Tool Works Inc (ITW)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Illinois Tool Works Inc generates 757% more annual revenue ($16.04B vs $1.87B). ITW leads profitability with a 19.1% profit margin vs 4.9%. ICFI appears more attractively valued with a PEG of 1.88. ITW earns a higher WallStSmart Score of 58/100 (C).

ICFI

Hold

47

out of 100

Grade: D+

Growth: 2.7Profit: 5.5Value: 7.3Quality: 5.0

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

ICFIUndervalued (+31.4%)

Margin of Safety

+31.4%

Fair Value

$114.34

Current Price

$68.57

$45.77 discount

UndervaluedFair: $114.34Overvalued

Intrinsic value data unavailable for ITW.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ICFI2 strengths · Avg: 9.0/10
Price/BookValuation
1.2x10/10

Reasonable price relative to book value

P/E RatioValuation
13.8x8/10

Attractively priced relative to earnings

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

ICFI4 concerns · Avg: 3.0/10
PEG RatioValuation
1.884/10

Expensive relative to growth rate

Market CapQuality
$1.24B3/10

Smaller company, higher risk/reward

Profit MarginProfitability
4.9%3/10

4.9% margin — thin

Revenue GrowthGrowth
-10.6%2/10

Revenue declined 10.6%

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
23.8x2/10

Trading at 23.8x book value

Comparative Analysis Report

WallStSmart Research

Bull Case : ICFI

The strongest argument for ICFI centers on Price/Book, P/E Ratio.

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 : ICFI

The primary concerns for ICFI are PEG Ratio, Market Cap, Profit Margin. Thin 4.9% 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

ITW carries more volatility with a beta of 1.15 — expect wider price swings.

ITW is growing revenue faster at 4.1% — 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

ITW scores higher overall (58/100 vs 47/100), backed by strong 19.1% margins. ICFI offers better value entry with a 31.4% margin of safety. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

ICF International Inc

INDUSTRIALS · CONSULTING SERVICES · USA

ICF International, Inc. provides management, marketing, technology and policy consulting and implementation services to government and commercial clients in the United States and internationally. The company is headquartered in Fairfax, Virginia.

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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