Illinois Tool Works Inc (ITW)vsPROG Holdings Inc (PRG)
ITW
Illinois Tool Works Inc
$265.67
-1.04%
INDUSTRIALS · Cap: $74.36B
PRG
PROG Holdings Inc
$35.83
-0.03%
INDUSTRIALS · Cap: $1.44B
Smart Verdict
WallStSmart Research — data-driven comparison
Illinois Tool Works Inc generates 546% more annual revenue ($16.04B vs $2.48B). ITW leads profitability with a 19.1% profit margin vs 6.0%. PRG appears more attractively valued with a PEG of 0.93. PRG earns a higher WallStSmart Score of 67/100 (B-).
ITW
Buy58
out of 100
Grade: C
PRG
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for ITW.
Margin of Safety
+34.5%
Fair Value
$51.63
Current Price
$35.83
$15.80 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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%
Attractively priced relative to earnings
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
4.1% revenue growth
Weak financial health signals
Expensive relative to growth rate
Trading at 23.8x book value
Smaller company, higher risk/reward
6.0% margin — thin
Weak financial health signals
Negative free cash flow — burning cash
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 19.1% and operating margin at 26.8%.
Bull Case : PRG
The strongest argument for PRG centers on P/E Ratio, Altman Z-Score, PEG Ratio. PEG of 0.93 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.
Bear Case : PRG
The primary concerns for PRG are Market Cap, Profit Margin, Piotroski F-Score.
Key Dynamics to Monitor
PRG carries more volatility with a beta of 1.81 — expect wider price swings.
PRG is growing revenue faster at 8.6% — sustainability is the question.
ITW generates stronger free cash flow (858M), providing more financial flexibility.
Monitor SPECIALTY INDUSTRIAL MACHINERY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
PRG scores higher overall (67/100 vs 58/100). 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.
PROG Holdings Inc
INDUSTRIALS · RENTAL & LEASING SERVICES · USA
PROG Holdings, Inc. is an omnichannel provider of leasing and purchasing solutions for underserved and credit-distressed customers. The company is headquartered in Draper, Utah.
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