ATS Corporation (ATS)vsIllinois Tool Works Inc (ITW)
ATS
ATS Corporation
$26.92
-4.74%
INDUSTRIALS · Cap: $2.66B
ITW
Illinois Tool Works Inc
$252.72
+0.64%
INDUSTRIALS · Cap: $75.52B
Smart Verdict
WallStSmart Research — data-driven comparison
Illinois Tool Works Inc generates 446% more annual revenue ($16.22B vs $2.97B). ITW leads profitability with a 19.3% profit margin vs 2.4%. ITW trades at a lower P/E of 24.4x. ITW earns a higher WallStSmart Score of 60/100 (C).
ATS
Buy57
out of 100
Grade: C
ITW
Buy60
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-11.7%
Fair Value
$27.54
Current Price
$26.92
$0.62 premium
Intrinsic value data unavailable for ITW.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 30.1% year-over-year
Earnings expanding 358.0% YoY
Reasonable price relative to book value
Every $100 of equity generates 97 in profit
Safe zone — low bankruptcy risk
Large-cap with strong market position
Strong operational efficiency at 25.7%
Areas to Watch
Distress zone — elevated risk
ROE of 4.0% — below average capital efficiency
2.4% margin — thin
Operating margin of 3.1%
4.6% revenue growth
Weak financial health signals
Expensive relative to growth rate
Trading at 22.5x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : ATS
The strongest argument for ATS centers on Revenue Growth, EPS Growth, Price/Book. Revenue growth of 30.1% demonstrates continued momentum.
Bull Case : ITW
The strongest argument for ITW centers on Return on Equity, Altman Z-Score, Market Cap. Profitability is solid with margins at 19.3% and operating margin at 25.7%.
Bear Case : ATS
The primary concerns for ATS are Altman Z-Score, Return on Equity, Profit Margin. A P/E of 52.6x leaves little room for execution misses. Thin 2.4% margins leave little buffer for downturns.
Bear Case : ITW
The primary concerns for ITW are Revenue Growth, Piotroski F-Score, PEG Ratio. Debt-to-equity of 2.83 is elevated, increasing financial risk.
Key Dynamics to Monitor
ATS profiles as a hypergrowth stock while ITW is a value play — different risk/reward profiles.
ATS carries more volatility with a beta of 1.27 — expect wider price swings.
ATS is growing revenue faster at 30.1% — sustainability is the question.
ITW generates stronger free cash flow (528M), providing more financial flexibility.
Bottom Line
ITW scores higher overall (60/100 vs 57/100), backed by strong 19.3% 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.
ATS Corporation
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
ATS Corporation is a premier provider of automated manufacturing solutions, with a focus on systems integration and advanced automation technologies across diverse industries including automotive, medical devices, and electronics. The company excels in designing and delivering customized manufacturing equipment that enhances productivity and operational efficiency. With a robust global footprint and a commitment to innovation and sustainability, ATS is strategically positioned to address the dynamic needs of its clients while taking advantage of the growing automation market. As such, ATS represents a compelling investment opportunity for institutional investors seeking to participate 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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