WallStSmart

Illinois Tool Works Inc (ITW)vsRegal Beloit Corporation (RRX)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Illinois Tool Works Inc generates 170% more annual revenue ($16.04B vs $5.93B). ITW leads profitability with a 19.1% profit margin vs 4.7%. RRX appears more attractively valued with a PEG of 1.65. 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

RRX

Buy

57

out of 100

Grade: C

Growth: 6.0Profit: 5.0Value: 8.0Quality: 7.5
Piotroski: 5/9Altman Z: 1.52
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
RRXOvervalued (-13.7%)

Margin of Safety

-13.7%

Fair Value

$197.03

Current Price

$195.13

$1.90 premium

UndervaluedFair: $197.03Overvalued

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%

RRX2 strengths · Avg: 9.0/10
EPS GrowthGrowth
54.7%10/10

Earnings expanding 54.7% YoY

Price/BookValuation
1.9x8/10

Reasonable price relative to book value

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

RRX4 concerns · Avg: 3.8/10
PEG RatioValuation
1.654/10

Expensive relative to growth rate

Revenue GrowthGrowth
4.3%4/10

4.3% revenue growth

Altman Z-ScoreHealth
1.524/10

Distress zone — elevated risk

Return on EquityProfitability
4.3%3/10

ROE of 4.3% — below average capital efficiency

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 : RRX

The strongest argument for RRX centers on EPS Growth, Price/Book.

Bear Case : ITW

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

Bear Case : RRX

The primary concerns for RRX are PEG Ratio, Revenue Growth, Altman Z-Score. A P/E of 45.0x leaves little room for execution misses. Thin 4.7% margins leave little buffer for downturns.

Key Dynamics to Monitor

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

RRX is growing revenue faster at 4.3% — 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 57/100), 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.

Regal Beloit Corporation

INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA

Regal Beloit Corporation designs, manufactures and sells electric motors, electric motion controls, and power generation and transmission products worldwide. The company is headquartered in Beloit, Wisconsin.

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