CH Robinson Worldwide Inc (CHRW)vsIllinois Tool Works Inc (ITW)
CHRW
CH Robinson Worldwide Inc
$181.81
-2.48%
INDUSTRIALS · Cap: $22.11B
ITW
Illinois Tool Works Inc
$258.01
-2.88%
INDUSTRIALS · Cap: $74.36B
Smart Verdict
WallStSmart Research — data-driven comparison
CH Robinson Worldwide Inc generates 1% more annual revenue ($16.23B vs $16.04B). ITW leads profitability with a 19.1% profit margin vs 3.6%. ITW appears more attractively valued with a PEG of 2.69. ITW earns a higher WallStSmart Score of 58/100 (C).
CHRW
Hold45
out of 100
Grade: D
ITW
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-37.5%
Fair Value
$142.78
Current Price
$181.81
$39.03 premium
Intrinsic value data unavailable for ITW.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 33 in profit
Every $100 of equity generates 94 in profit
Safe zone — low bankruptcy risk
Large-cap with strong market position
Strong operational efficiency at 26.8%
Areas to Watch
Premium valuation, high expectations priced in
Trading at 11.7x book value
3.6% margin — thin
Expensive relative to growth rate
4.1% revenue growth
Weak financial health signals
Expensive relative to growth rate
Trading at 23.1x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : CHRW
The strongest argument for CHRW centers on Return on Equity.
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%.
Bear Case : CHRW
The primary concerns for CHRW are P/E Ratio, Price/Book, Profit Margin. Thin 3.6% margins leave little buffer for downturns.
Bear Case : ITW
The primary concerns for ITW are Revenue Growth, Piotroski F-Score, PEG Ratio.
Key Dynamics to Monitor
ITW carries more volatility with a beta of 1.15 — expect wider price swings.
ITW is growing revenue faster at 4.1% — sustainability is the question.
ITW generates stronger free cash flow (858M), providing more financial flexibility.
Monitor INTEGRATED FREIGHT & LOGISTICS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ITW scores higher overall (58/100 vs 45/100), backed by strong 19.1% 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.
CH Robinson Worldwide Inc
INDUSTRIALS · INTEGRATED FREIGHT & LOGISTICS · USA
C.H. Robinson is an American Fortune 500 provider of multimodal transportation services and third-party logistics (3PL). The company offers freight transportation, transportation management, brokerage and warehousing. It offers truckload, less than truckload, air freight, intermodal, and ocean transportation.
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.
Compare with Other INTEGRATED FREIGHT & LOGISTICS Stocks
Want to dig deeper into these stocks?