WallStSmart

Illinois Tool Works Inc (ITW)vsXylem Inc (XYL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Illinois Tool Works Inc generates 78% more annual revenue ($16.04B vs $9.04B). ITW leads profitability with a 19.1% profit margin vs 10.6%. XYL appears more attractively valued with a PEG of 1.75. ITW earns a higher WallStSmart Score of 58/100 (C).

ITW

Buy

58

out of 100

Grade: C

Growth: 6.7Profit: 9.5Value: 4.7Quality: 5.8
Piotroski: 3/9Altman Z: 4.71

XYL

Buy

56

out of 100

Grade: C

Growth: 6.0Profit: 6.5Value: 7.3Quality: 7.5
Piotroski: 4/9Altman Z: 2.35
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ITWSignificantly Overvalued (-53.6%)

Margin of Safety

-53.6%

Fair Value

$194.04

Current Price

$266.45

$72.41 premium

UndervaluedFair: $194.04Overvalued
XYLSignificantly Overvalued (-179.5%)

Margin of Safety

-179.5%

Fair Value

$45.36

Current Price

$121.75

$76.39 premium

UndervaluedFair: $45.36Overvalued

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
$76.38B9/10

Large-cap with strong market position

Operating MarginProfitability
26.8%8/10

Strong operational efficiency at 26.8%

XYL2 strengths · Avg: 8.5/10
Debt/EquityHealth
0.179/10

Conservative balance sheet, low leverage

Price/BookValuation
2.6x8/10

Reasonable price relative to book value

Areas to Watch

ITW4 concerns · Avg: 3.3/10
P/E RatioValuation
25.2x4/10

Moderate valuation

Revenue GrowthGrowth
4.1%4/10

4.1% revenue growth

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
2.612/10

Expensive relative to growth rate

XYL3 concerns · Avg: 4.0/10
PEG RatioValuation
1.754/10

Expensive relative to growth rate

P/E RatioValuation
30.8x4/10

Premium valuation, high expectations priced in

EPS GrowthGrowth
3.0%4/10

3.0% earnings growth

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 : XYL

The strongest argument for XYL centers on Debt/Equity, Price/Book.

Bear Case : ITW

The primary concerns for ITW are P/E Ratio, Revenue Growth, Piotroski F-Score.

Bear Case : XYL

The primary concerns for XYL are PEG Ratio, P/E Ratio, EPS Growth.

Key Dynamics to Monitor

XYL carries more volatility with a beta of 1.17 — expect wider price swings.

XYL is growing revenue faster at 6.3% — 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

ITW scores higher overall (58/100 vs 56/100), backed by strong 19.1% 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.

Xylem Inc

INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA

Xylem Inc. is a large American water technology provider, in public utility, residential, commercial, agricultural and industrial settings.

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