WallStSmart

Illinois Tool Works Inc (ITW)vsTredegar Corporation (TG)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Illinois Tool Works Inc generates 2120% more annual revenue ($16.04B vs $722.77M). ITW leads profitability with a 19.1% profit margin vs 4.6%. TG appears more attractively valued with a PEG of 0.90. ITW earns a higher WallStSmart Score of 58/100 (C).

ITW

Buy

58

out of 100

Grade: C

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

TG

Buy

57

out of 100

Grade: C

Growth: 4.0Profit: 5.5Value: 8.7Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for ITW.

TGUndervalued (+82.3%)

Margin of Safety

+82.3%

Fair Value

$51.12

Current Price

$9.60

$41.52 discount

UndervaluedFair: $51.12Overvalued

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%

TG4 strengths · Avg: 8.0/10
PEG RatioValuation
0.908/10

Growing faster than its price suggests

P/E RatioValuation
13.9x8/10

Attractively priced relative to earnings

Price/BookValuation
1.5x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
19.7%8/10

19.7% 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

TG3 concerns · Avg: 2.7/10
Market CapQuality
$332.53M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
4.6%3/10

4.6% margin — thin

EPS GrowthGrowth
-81.5%2/10

Earnings declined 81.5%

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 : TG

The strongest argument for TG centers on PEG Ratio, P/E Ratio, Price/Book. Revenue growth of 19.7% demonstrates continued momentum. PEG of 0.90 suggests the stock is reasonably priced for its growth.

Bear Case : ITW

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

Bear Case : TG

The primary concerns for TG are Market Cap, Profit Margin, EPS Growth. Thin 4.6% margins leave little buffer for downturns.

Key Dynamics to Monitor

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

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

TG is growing revenue faster at 19.7% — sustainability is the question.

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

Bottom Line

ITW scores higher overall (58/100 vs 57/100), backed by strong 19.1% margins. TG offers better value entry with a 82.3% margin of safety. 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.

Tredegar Corporation

INDUSTRIALS · METAL FABRICATION · USA

Tredegar Corporation manufactures and sells aluminum extrusions, PE films, and polyester films in the United States and internationally. The company is headquartered in Richmond, Virginia.

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