WallStSmart

Stanley Black & Decker Inc (SWK)vsTimken Company (TKR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Stanley Black & Decker Inc generates 226% more annual revenue ($15.23B vs $4.67B). TKR leads profitability with a 6.6% profit margin vs 2.4%. SWK appears more attractively valued with a PEG of 1.39. TKR earns a higher WallStSmart Score of 61/100 (C+).

SWK

Buy

52

out of 100

Grade: C-

Growth: 2.7Profit: 5.0Value: 6.7Quality: 5.3
Piotroski: 4/9

TKR

Buy

61

out of 100

Grade: C+

Growth: 6.0Profit: 5.5Value: 4.0Quality: 5.5
Piotroski: 2/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

SWKUndervalued (+34.2%)

Margin of Safety

+34.2%

Fair Value

$137.58

Current Price

$81.07

$56.51 discount

UndervaluedFair: $137.58Overvalued
TKRSignificantly Overvalued (-45.3%)

Margin of Safety

-45.3%

Fair Value

$74.88

Current Price

$117.97

$43.09 premium

UndervaluedFair: $74.88Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

SWK1 strengths · Avg: 10.0/10
Price/BookValuation
1.4x10/10

Reasonable price relative to book value

TKR2 strengths · Avg: 8.0/10
Price/BookValuation
2.6x8/10

Reasonable price relative to book value

EPS GrowthGrowth
26.1%8/10

Earnings expanding 26.1% YoY

Areas to Watch

SWK4 concerns · Avg: 3.5/10
P/E RatioValuation
32.9x4/10

Premium valuation, high expectations priced in

Revenue GrowthGrowth
2.7%4/10

2.7% revenue growth

Return on EquityProfitability
4.2%3/10

ROE of 4.2% — below average capital efficiency

Profit MarginProfitability
2.4%3/10

2.4% margin — thin

TKR4 concerns · Avg: 3.5/10
PEG RatioValuation
1.684/10

Expensive relative to growth rate

P/E RatioValuation
26.4x4/10

Moderate valuation

Profit MarginProfitability
6.6%3/10

6.6% margin — thin

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : SWK

The strongest argument for SWK centers on Price/Book. PEG of 1.39 suggests the stock is reasonably priced for its growth.

Bull Case : TKR

The strongest argument for TKR centers on Price/Book, EPS Growth.

Bear Case : SWK

The primary concerns for SWK are P/E Ratio, Revenue Growth, Return on Equity. Thin 2.4% margins leave little buffer for downturns.

Bear Case : TKR

The primary concerns for TKR are PEG Ratio, P/E Ratio, Profit Margin.

Key Dynamics to Monitor

SWK carries more volatility with a beta of 1.20 — expect wider price swings.

TKR is growing revenue faster at 8.0% — sustainability is the question.

TKR generates stronger free cash flow (500,000), providing more financial flexibility.

Monitor TOOLS & ACCESSORIES industry trends, competitive dynamics, and regulatory changes.

Bottom Line

TKR scores higher overall (61/100 vs 52/100). SWK offers better value entry with a 34.2% margin of safety. 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.

Stanley Black & Decker Inc

INDUSTRIALS · TOOLS & ACCESSORIES · USA

Stanley Black & Decker, Inc., formerly known as The Stanley Works, is a Fortune 500 American manufacturer of industrial tools and household hardware and provider of security products. Headquartered in the greater Hartford city of New Britain, Connecticut, Stanley Black & Decker is the result of the merger of Stanley Works and Black & Decker on March 12, 2010.

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Timken Company

INDUSTRIALS · TOOLS & ACCESSORIES · USA

The Timken Company designs, manufactures and manages engineered bearings and power transmission products and services globally. The company is headquartered in North Canton, Ohio.

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