Illinois Tool Works Inc (ITW)vsPrologis Inc (PLD)
ITW
Illinois Tool Works Inc
$254.76
-0.30%
INDUSTRIALS · Cap: $73.64B
PLD
Prologis Inc
$144.09
+1.26%
REAL ESTATE · Cap: $132.66B
Smart Verdict
WallStSmart Research — data-driven comparison
Illinois Tool Works Inc generates 73% more annual revenue ($16.22B vs $9.38B). PLD leads profitability with a 39.7% profit margin vs 19.3%. ITW appears more attractively valued with a PEG of 2.58. PLD earns a higher WallStSmart Score of 63/100 (C+).
ITW
Buy60
out of 100
Grade: C
PLD
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for ITW.
Margin of Safety
+46.8%
Fair Value
$267.33
Current Price
$144.09
$123.24 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 97 in profit
Safe zone — low bankruptcy risk
Large-cap with strong market position
Strong operational efficiency at 25.4%
Keeps 40 of every $100 in revenue as profit
Strong operational efficiency at 38.5%
Earnings expanding 65.2% YoY
Large-cap with strong market position
Reasonable price relative to book value
Generating 1.1B in free cash flow
Areas to Watch
4.6% revenue growth
Weak financial health signals
Expensive relative to growth rate
Trading at 22.8x book value
Premium valuation, high expectations priced in
ROE of 6.8% — below average capital efficiency
Expensive relative to growth rate
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 19.3% and operating margin at 25.4%.
Bull Case : PLD
The strongest argument for PLD centers on Profit Margin, Operating Margin, EPS Growth. Profitability is solid with margins at 39.7% and operating margin at 38.5%.
Bear Case : ITW
The primary concerns for ITW are Revenue Growth, Piotroski F-Score, PEG Ratio.
Bear Case : PLD
The primary concerns for PLD are P/E Ratio, Return on Equity, PEG Ratio.
Key Dynamics to Monitor
ITW profiles as a value stock while PLD is a mature play — different risk/reward profiles.
PLD carries more volatility with a beta of 1.35 — expect wider price swings.
PLD is growing revenue faster at 8.3% — sustainability is the question.
Monitor SPECIALTY INDUSTRIAL MACHINERY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
PLD scores higher overall (63/100 vs 60/100), backed by strong 39.7% 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.
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.
Prologis Inc
REAL ESTATE · REIT - INDUSTRIAL · USA
Prologis, Inc. is a real estate investment trust headquartered in San Francisco, California that invests in logistics facilities, with a focus on the consumption side of the global supply chain.
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