Graco Inc (GGG)vsIllinois Tool Works Inc (ITW)
GGG
Graco Inc
$86.04
+0.61%
INDUSTRIALS · Cap: $14.18B
ITW
Illinois Tool Works Inc
$266.45
+0.53%
INDUSTRIALS · Cap: $76.38B
Smart Verdict
WallStSmart Research — data-driven comparison
Illinois Tool Works Inc generates 617% more annual revenue ($16.04B vs $2.24B). GGG leads profitability with a 23.3% profit margin vs 19.1%. GGG appears more attractively valued with a PEG of 2.59. GGG earns a higher WallStSmart Score of 63/100 (C+).
GGG
Buy63
out of 100
Grade: C+
ITW
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+31.6%
Fair Value
$138.23
Current Price
$86.04
$52.19 discount
Margin of Safety
-53.6%
Fair Value
$194.04
Current Price
$266.45
$72.41 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Keeps 23 of every $100 in revenue as profit
Strong operational efficiency at 27.5%
Earnings expanding 23.8% YoY
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
Moderate valuation
Expensive relative to growth rate
Moderate valuation
4.1% revenue growth
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : GGG
The strongest argument for GGG centers on Debt/Equity, Altman Z-Score, Profit Margin. Profitability is solid with margins at 23.3% and operating margin at 27.5%.
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 : GGG
The primary concerns for GGG are P/E Ratio, PEG Ratio.
Bear Case : ITW
The primary concerns for ITW are P/E Ratio, Revenue Growth, Piotroski F-Score.
Key Dynamics to Monitor
GGG profiles as a mature stock while ITW is a value play — different risk/reward profiles.
ITW carries more volatility with a beta of 1.12 — expect wider price swings.
GGG is growing revenue faster at 8.1% — sustainability is the question.
ITW generates stronger free cash flow (858M), providing more financial flexibility.
Bottom Line
GGG scores higher overall (63/100 vs 58/100), backed by strong 23.3% 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.
Graco Inc
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
Graco Inc. designs, manufactures and markets systems and equipment used to move, measure, control, dispense and spray fluids and powders worldwide. The company is headquartered in Minneapolis, Minnesota.
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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