ATS Corporation (ATS)vsIllinois Tool Works Inc (ITW)
ATS
ATS Corporation
$19.10
+1.11%
INDUSTRIALS · Cap: $1.88B
ITW
Illinois Tool Works Inc
$274.32
+0.85%
INDUSTRIALS · Cap: $77.87B
Smart Verdict
WallStSmart Research — data-driven comparison
Illinois Tool Works Inc generates 462% more annual revenue ($16.47B vs $2.93B). ITW leads profitability with a 19.4% profit margin vs 1.6%. ITW trades at a lower P/E of 24.5x. ITW earns a higher WallStSmart Score of 62/100 (C+).
ATS
Hold49
out of 100
Grade: D+
ITW
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-16.5%
Fair Value
$26.41
Current Price
$19.10
$7.31 premium
Intrinsic value data unavailable for ITW.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 358.0% YoY
Every $100 of equity generates 110 in profit
Safe zone — low bankruptcy risk
Large-cap with strong market position
Strong operational efficiency at 26.9%
Areas to Watch
Distress zone — elevated risk
Smaller company, higher risk/reward
ROE of 4.0% — below average capital efficiency
1.6% margin — thin
Weak financial health signals
Expensive relative to growth rate
Trading at 27.0x book value
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : ATS
The strongest argument for ATS centers on Price/Book, EPS Growth.
Bull Case : ITW
The strongest argument for ITW centers on Return on Equity, Altman Z-Score, Market Cap. Profitability is solid with margins at 19.4% and operating margin at 26.9%.
Bear Case : ATS
The primary concerns for ATS are Altman Z-Score, Market Cap, Return on Equity. A P/E of 56.2x leaves little room for execution misses. Thin 1.6% margins leave little buffer for downturns.
Bear Case : ITW
The primary concerns for ITW are Piotroski F-Score, PEG Ratio, Price/Book. Debt-to-equity of 3.35 is elevated, increasing financial risk.
Key Dynamics to Monitor
ATS profiles as a value stock while ITW is a mature play — different risk/reward profiles.
ATS carries more volatility with a beta of 1.16 — expect wider price swings.
ITW is growing revenue faster at 6.1% — sustainability is the question.
ITW generates stronger free cash flow (631M), providing more financial flexibility.
Bottom Line
ITW scores higher overall (62/100 vs 49/100), backed by strong 19.4% margins. 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.
ATS Corporation
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
ATS Corporation is a leading provider of automated manufacturing solutions, specializing in systems integration and advanced automation technologies across a variety of sectors, including automotive, medical devices, and electronics. The company is renowned for its ability to design and deliver tailored manufacturing equipment that boosts productivity and enhances operational efficiency. With a strong global presence and a dedication to innovation and sustainability, ATS is well-positioned to meet the evolving demands of its clients while capitalizing on the rapidly expanding automation market. This unique positioning makes ATS an attractive investment opportunity for institutional investors looking to engage in the future of manufacturing.
Visit Website →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.
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