WallStSmart

Illinois Tool Works Inc (ITW)vsOccidental Petroleum Corporation (OXY)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Occidental Petroleum Corporation generates 35% more annual revenue ($21.59B vs $16.04B). ITW leads profitability with a 19.1% profit margin vs 10.8%. ITW appears more attractively valued with a PEG of 2.61. ITW earns a higher WallStSmart Score of 58/100 (C).

ITW

Buy

58

out of 100

Grade: C

Growth: 6.7Profit: 9.5Value: 4.7Quality: 5.8
Piotroski: 3/9Altman Z: 4.71

OXY

Buy

53

out of 100

Grade: C-

Growth: 4.7Profit: 5.0Value: 4.7Quality: 3.8
Piotroski: 2/9Altman Z: 1.14
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ITWSignificantly Overvalued (-53.6%)

Margin of Safety

-53.6%

Fair Value

$194.04

Current Price

$266.45

$72.41 premium

UndervaluedFair: $194.04Overvalued
OXYSignificantly Overvalued (-414.6%)

Margin of Safety

-414.6%

Fair Value

$9.18

Current Price

$61.85

$52.67 premium

UndervaluedFair: $9.18Overvalued

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
$76.38B9/10

Large-cap with strong market position

Operating MarginProfitability
26.8%8/10

Strong operational efficiency at 26.8%

OXY4 strengths · Avg: 8.8/10
Revenue GrowthGrowth
148.9%10/10

Revenue surging 148.9% year-over-year

Market CapQuality
$60.74B9/10

Large-cap with strong market position

Price/BookValuation
2.2x8/10

Reasonable price relative to book value

Free Cash FlowQuality
$1.88B8/10

Generating 1.9B in free cash flow

Areas to Watch

ITW4 concerns · Avg: 3.3/10
P/E RatioValuation
25.2x4/10

Moderate valuation

Revenue GrowthGrowth
4.1%4/10

4.1% revenue growth

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
2.612/10

Expensive relative to growth rate

OXY4 concerns · Avg: 2.5/10
Return on EquityProfitability
5.9%3/10

ROE of 5.9% — below average capital efficiency

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
3.492/10

Expensive relative to growth rate

P/E RatioValuation
45.4x2/10

Premium valuation, high expectations priced in

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 : OXY

The strongest argument for OXY centers on Revenue Growth, Market Cap, Price/Book. Revenue growth of 148.9% demonstrates continued momentum.

Bear Case : ITW

The primary concerns for ITW are P/E Ratio, Revenue Growth, Piotroski F-Score.

Bear Case : OXY

The primary concerns for OXY are Return on Equity, Piotroski F-Score, PEG Ratio. A P/E of 45.4x leaves little room for execution misses.

Key Dynamics to Monitor

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

ITW carries more volatility with a beta of 1.12 — expect wider price swings.

OXY is growing revenue faster at 148.9% — sustainability is the question.

OXY generates stronger free cash flow (1.9B), providing more financial flexibility.

Bottom Line

ITW scores higher overall (58/100 vs 53/100), 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.

Occidental Petroleum Corporation

ENERGY · OIL & GAS E&P · USA

Occidental Petroleum Corporation is an American company engaged in hydrocarbon exploration in the United States, the Middle East, and Colombia as well as petrochemical manufacturing in the United States, Canada, and Chile.

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