WallStSmart

Illinois Tool Works Inc (ITW)vsTejon Ranch Co (TRC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Illinois Tool Works Inc generates 32253% more annual revenue ($16.04B vs $49.59M). ITW leads profitability with a 19.1% profit margin vs 0.1%. ITW earns a higher WallStSmart Score of 58/100 (C).

ITW

Buy

58

out of 100

Grade: C

Growth: 4.7Profit: 9.5Value: 4.3Quality: 5.8
Piotroski: 3/9Altman Z: 4.71

TRC

Hold

37

out of 100

Grade: F

Growth: 4.0Profit: 4.0Value: 6.7Quality: 7.5
Piotroski: 3/9Altman Z: 2.86
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for ITW.

TRCUndervalued (+46.5%)

Margin of Safety

+46.5%

Fair Value

$31.08

Current Price

$19.57

$11.51 discount

UndervaluedFair: $31.08Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

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%

TRC3 strengths · Avg: 9.0/10
Price/BookValuation
1.1x10/10

Reasonable price relative to book value

Debt/EquityHealth
0.199/10

Conservative balance sheet, low leverage

Revenue GrowthGrowth
17.7%8/10

17.7% revenue growth

Areas to Watch

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

TRC4 concerns · Avg: 3.0/10
Market CapQuality
$543.87M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
0.0%3/10

ROE of 0.0% — below average capital efficiency

Profit MarginProfitability
0.1%3/10

0.1% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

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%.

Bull Case : TRC

The strongest argument for TRC centers on Price/Book, Debt/Equity, Revenue Growth. Revenue growth of 17.7% demonstrates continued momentum.

Bear Case : ITW

The primary concerns for ITW are Revenue Growth, Piotroski F-Score, PEG Ratio.

Bear Case : TRC

The primary concerns for TRC are Market Cap, Return on Equity, Profit Margin. Thin 0.1% margins leave little buffer for downturns.

Key Dynamics to Monitor

ITW profiles as a value stock while TRC is a growth play — different risk/reward profiles.

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

TRC is growing revenue faster at 17.7% — sustainability is the question.

ITW generates stronger free cash flow (858M), providing more financial flexibility.

Bottom Line

ITW scores higher overall (58/100 vs 37/100), backed by strong 19.1% margins. TRC offers better value entry with a 46.5% 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.

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.

Tejon Ranch Co

INDUSTRIALS · CONGLOMERATES · USA

Tejon Ranch Co. is a diversified agribusiness and real estate development company. The company is headquartered in Lebec, California.

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