WallStSmart

Illinois Tool Works Inc (ITW)vsMueller Industries Inc (MLI)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Illinois Tool Works Inc generates 267% more annual revenue ($16.04B vs $4.37B). MLI leads profitability with a 19.4% profit margin vs 19.1%. ITW appears more attractively valued with a PEG of 2.69. MLI earns a higher WallStSmart Score of 71/100 (B).

ITW

Buy

58

out of 100

Grade: C

Growth: 4.7Profit: 9.5Value: 4.3Quality: 5.8
Piotroski: 3/9Altman Z: 4.71

MLI

Strong Buy

71

out of 100

Grade: B

Growth: 7.3Profit: 9.0Value: 4.0Quality: 7.8
Piotroski: 5/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for ITW.

MLISignificantly Overvalued (-53.1%)

Margin of Safety

-53.1%

Fair Value

$78.76

Current Price

$132.87

$54.11 premium

UndervaluedFair: $78.76Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ITW4 strengths · Avg: 9.3/10
Return on EquityProfitability
93.7%10/10

Every $100 of equity generates 94 in profit

Altman Z-ScoreHealth
4.7110/10

Safe zone — low bankruptcy risk

Market CapQuality
$74.36B9/10

Large-cap with strong market position

Operating MarginProfitability
26.8%8/10

Strong operational efficiency at 26.8%

MLI6 strengths · Avg: 8.8/10
EPS GrowthGrowth
55.4%10/10

Earnings expanding 55.4% YoY

Debt/EquityHealth
0.0210/10

Conservative balance sheet, low leverage

Return on EquityProfitability
28.3%9/10

Every $100 of equity generates 28 in profit

P/E RatioValuation
17.4x8/10

Attractively priced relative to earnings

Operating MarginProfitability
23.0%8/10

Strong operational efficiency at 23.0%

Revenue GrowthGrowth
19.3%8/10

19.3% revenue growth

Areas to Watch

ITW4 concerns · Avg: 2.8/10
Revenue GrowthGrowth
4.1%4/10

4.1% revenue growth

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
2.692/10

Expensive relative to growth rate

Price/BookValuation
23.1x2/10

Trading at 23.1x book value

MLI1 concerns · Avg: 2.0/10
PEG RatioValuation
3.412/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

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%.

Bull Case : MLI

The strongest argument for MLI centers on EPS Growth, Debt/Equity, Return on Equity. Profitability is solid with margins at 19.4% and operating margin at 23.0%. Revenue growth of 19.3% demonstrates continued momentum.

Bear Case : ITW

The primary concerns for ITW are Revenue Growth, Piotroski F-Score, PEG Ratio.

Bear Case : MLI

The primary concerns for MLI are PEG Ratio.

Key Dynamics to Monitor

ITW profiles as a value stock while MLI is a growth play — different risk/reward profiles.

ITW carries more volatility with a beta of 1.15 — expect wider price swings.

MLI is growing revenue faster at 19.3% — sustainability is the question.

ITW generates stronger free cash flow (858M), providing more financial flexibility.

Bottom Line

MLI scores higher overall (71/100 vs 58/100), backed by strong 19.4% margins and 19.3% revenue growth. Both earn "Strong 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.

Mueller Industries Inc

INDUSTRIALS · METAL FABRICATION · USA

Mueller Industries, Inc. manufactures and sells copper, brass, aluminum, and plastic products in the United States, United Kingdom, Canada, South Korea, the Middle East, China, and Mexico. The company is headquartered in Collierville, Tennessee.

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