Illinois Tool Works Inc (ITW)vsUniversal Logistics Holdings Inc (ULH)
ITW
Illinois Tool Works Inc
$260.52
+2.35%
INDUSTRIALS · Cap: $73.63B
ULH
Universal Logistics Holdings Inc
$13.98
+13.84%
INDUSTRIALS · Cap: $590.24M
Smart Verdict
WallStSmart Research — data-driven comparison
Illinois Tool Works Inc generates 951% more annual revenue ($16.22B vs $1.54B). ITW leads profitability with a 19.3% profit margin vs -7.1%. ITW appears more attractively valued with a PEG of 2.55. ITW earns a higher WallStSmart Score of 60/100 (C).
ITW
Buy60
out of 100
Grade: C
ULH
Avoid32
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for ITW.
Margin of Safety
+73.5%
Fair Value
$59.99
Current Price
$13.98
$46.01 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 97 in profit
Safe zone — low bankruptcy risk
Large-cap with strong market position
Strong operational efficiency at 25.4%
Reasonable price relative to book value
Areas to Watch
4.6% revenue growth
Weak financial health signals
Expensive relative to growth rate
Trading at 23.3x book value
Grey zone — moderate risk
Smaller company, higher risk/reward
Operating margin of 1.3%
Elevated debt levels
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 19.3% and operating margin at 25.4%.
Bull Case : ULH
The strongest argument for ULH centers on Price/Book.
Bear Case : ITW
The primary concerns for ITW are Revenue Growth, Piotroski F-Score, PEG Ratio.
Bear Case : ULH
The primary concerns for ULH are Altman Z-Score, Market Cap, Operating Margin. Debt-to-equity of 1.62 is elevated, increasing financial risk.
Key Dynamics to Monitor
ITW profiles as a value stock while ULH is a turnaround play — different risk/reward profiles.
ITW carries more volatility with a beta of 1.15 — expect wider price swings.
ITW is growing revenue faster at 4.6% — sustainability is the question.
Monitor SPECIALTY INDUSTRIAL MACHINERY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ITW scores higher overall (60/100 vs 32/100), backed by strong 19.3% margins. ULH offers better value entry with a 73.5% margin of safety. Both earn "Buy" and "Avoid" 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.
Universal Logistics Holdings Inc
INDUSTRIALS · TRUCKING · USA
Universal Logistics Holdings, Inc. offers transportation and logistics solutions in the United States, Mexico, Canada and Colombia. The company is headquartered in Warren, Michigan.
Visit Website →Compare with Other SPECIALTY INDUSTRIAL MACHINERY Stocks
Want to dig deeper into these stocks?