Illinois Tool Works Inc (ITW)vsPACCAR Inc (PCAR)
ITW
Illinois Tool Works Inc
$280.95
-1.56%
INDUSTRIALS · Cap: $79.16B
PCAR
PACCAR Inc
$101.98
-2.41%
INDUSTRIALS · Cap: $53.66B
Smart Verdict
WallStSmart Research — data-driven comparison
PACCAR Inc generates 75% more annual revenue ($29.08B vs $16.65B). ITW leads profitability with a 19.4% profit margin vs 9.5%. PCAR appears more attractively valued with a PEG of 0.73. PCAR earns a higher WallStSmart Score of 71/100 (B).
ITW
Buy58
out of 100
Grade: C
PCAR
Strong Buy71
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for ITW.
Margin of Safety
-13.6%
Fair Value
$89.77
Current Price
$101.98
$12.21 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 110 in profit
Safe zone — low bankruptcy risk
Large-cap with strong market position
Strong operational efficiency at 28.1%
Large-cap with strong market position
Growing faster than its price suggests
Reasonable price relative to book value
19.0% revenue growth
Earnings expanding 43.6% YoY
Areas to Watch
4.4% revenue growth
Weak financial health signals
Expensive relative to growth rate
Trading at 25.4x book value
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : ITW
The strongest argument for ITW centers on Return on Equity, Altman Z-Score, Market Cap. Profitability is solid with margins at 19.4% and operating margin at 28.1%.
Bull Case : PCAR
The strongest argument for PCAR centers on Market Cap, PEG Ratio, Price/Book. Revenue growth of 19.0% demonstrates continued momentum. PEG of 0.73 suggests the stock is reasonably priced for its growth.
Bear Case : ITW
The primary concerns for ITW are Revenue Growth, Piotroski F-Score, PEG Ratio. Debt-to-equity of 3.35 is elevated, increasing financial risk.
Bear Case : PCAR
The primary concerns for PCAR are Piotroski F-Score.
Key Dynamics to Monitor
ITW profiles as a value stock while PCAR is a growth play — different risk/reward profiles.
PCAR carries more volatility with a beta of 0.99 — expect wider price swings.
PCAR is growing revenue faster at 19.0% — sustainability is the question.
ITW generates stronger free cash flow (631M), providing more financial flexibility.
Bottom Line
PCAR scores higher overall (71/100 vs 58/100) and 19.0% 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.
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.
PACCAR Inc
INDUSTRIALS · FARM & HEAVY CONSTRUCTION MACHINERY · USA
PACCAR Inc is an American Fortune 500 company and counts among the largest manufacturers of medium- and heavy-duty trucks in the world. PACCAR is engaged in the design, manufacture and customer support of light-, medium- and heavy-duty trucks under the Kenworth, Peterbilt, Leyland Trucks, and DAF nameplates. PACCAR also designs and manufactures powertrains, provides financial services and information technology, and distributes truck parts related to its principal business.
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