Illinois Tool Works Inc (ITW)vsUnited Rentals Inc (URI)
ITW
Illinois Tool Works Inc
$265.67
-1.04%
INDUSTRIALS · Cap: $74.36B
URI
United Rentals Inc
$952.13
-1.10%
INDUSTRIALS · Cap: $60.13B
Smart Verdict
WallStSmart Research — data-driven comparison
United Rentals Inc generates 2% more annual revenue ($16.36B vs $16.04B). ITW leads profitability with a 19.1% profit margin vs 15.3%. URI appears more attractively valued with a PEG of 1.58. URI earns a higher WallStSmart Score of 64/100 (C+).
ITW
Buy58
out of 100
Grade: C
URI
Buy64
out of 100
Grade: C+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 94 in profit
Safe zone — low bankruptcy risk
Large-cap with strong market position
Strong operational efficiency at 26.8%
Large-cap with strong market position
Every $100 of equity generates 28 in profit
Strong operational efficiency at 23.1%
Areas to Watch
4.1% revenue growth
Weak financial health signals
Expensive relative to growth rate
Trading at 23.8x book value
Expensive relative to growth rate
Grey zone — moderate risk
Weak financial health signals
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 19.1% and operating margin at 26.8%.
Bull Case : URI
The strongest argument for URI centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 15.3% and operating margin at 23.1%.
Bear Case : ITW
The primary concerns for ITW are Revenue Growth, Piotroski F-Score, PEG Ratio.
Bear Case : URI
The primary concerns for URI are PEG Ratio, Altman Z-Score, Piotroski F-Score.
Key Dynamics to Monitor
ITW profiles as a value stock while URI is a mature play — different risk/reward profiles.
URI carries more volatility with a beta of 1.68 — expect wider price swings.
URI is growing revenue faster at 7.2% — sustainability is the question.
ITW generates stronger free cash flow (858M), providing more financial flexibility.
Bottom Line
URI scores higher overall (64/100 vs 58/100), backed by strong 15.3% 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.
United Rentals Inc
INDUSTRIALS · RENTAL & LEASING SERVICES · USA
United Rentals, Inc. (NYSE: URI) is the world's largest equipment rental company, with about 13 percent of the North American market share as of 2019.
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