Illinois Tool Works Inc (ITW)vsJB Hunt Transport Services Inc (JBHT)
ITW
Illinois Tool Works Inc
$258.01
-2.88%
INDUSTRIALS · Cap: $74.36B
JBHT
JB Hunt Transport Services Inc
$251.53
+2.12%
INDUSTRIALS · Cap: $23.23B
Smart Verdict
WallStSmart Research — data-driven comparison
Illinois Tool Works Inc generates 32% more annual revenue ($16.04B vs $12.13B). ITW leads profitability with a 19.1% profit margin vs 5.1%. JBHT appears more attractively valued with a PEG of 2.45. ITW earns a higher WallStSmart Score of 58/100 (C).
ITW
Buy58
out of 100
Grade: C
JBHT
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for ITW.
Margin of Safety
-29.9%
Fair Value
$177.39
Current Price
$251.53
$74.14 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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%
Earnings expanding 27.4% YoY
Areas to Watch
4.1% revenue growth
Weak financial health signals
Expensive relative to growth rate
Trading at 23.1x book value
Expensive relative to growth rate
Premium valuation, high expectations priced in
4.6% revenue growth
5.1% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull 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%.
Bull Case : JBHT
The strongest argument for JBHT centers on EPS Growth.
Bear Case : ITW
The primary concerns for ITW are Revenue Growth, Piotroski F-Score, PEG Ratio.
Bear Case : JBHT
The primary concerns for JBHT are PEG Ratio, P/E Ratio, Revenue Growth.
Key Dynamics to Monitor
JBHT carries more volatility with a beta of 1.22 — expect wider price swings.
JBHT is growing revenue faster at 4.6% — sustainability is the question.
ITW generates stronger free cash flow (858M), providing more financial flexibility.
Monitor SPECIALTY INDUSTRIAL MACHINERY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ITW scores higher overall (58/100 vs 54/100), backed by strong 19.1% 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.
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.
JB Hunt Transport Services Inc
INDUSTRIALS · INTEGRATED FREIGHT & LOGISTICS · USA
J.B. Hunt Transport Services, Inc. is an American transportation and logistics company based in Lowell, Arkansas.
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