ITW

ACCE-researched
Illinois Tool Works Inc. Common Stock
Industrials · Specialty Industrial Machinery · NYSE · United States
$269.42+0.71%
Market cap $76.7BNext earnings 2026-10-23Updated Sep 18, 2026
FAIR VALUE · CONSENSUS
$269.42+0.0%
confidence-weighted across 4 of 6 models
Now $269.42
$269.42
$115.03$277.24
TrimBronze52
Price vs fair value
41.5% above
-29.3% to fair value
ACCE score
62
out of 100
Analysts
15% buy
20 covering
P/E
24.4x
forward 21.9x
1-year return
+2.2%
Dividend yield
2.41%
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Overview

⚠ Investor warnings · 3 flags
  • high
    Elevated leverage ratio
    Debt/Equity of 2.78x is high for an industrial; limits financial flexibility and raises refinancing risk if rates stay elevated.
  • moderate
    Sequential revenue decline
    QoQ revenue growth of -1.9% signals near-term demand softness despite positive YoY headline numbers.
  • moderate
    Low growth ACCE score
    Growth sub-score of 48/100 is below average, suggesting the market may be pricing in better fundamentals than the data supports.
Reports in 32 days, last quarter beat by 0.0%.

Walk me through this stock

Plain-English pros, cons, and what to watch. Pro feature.

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Price

+3.3% · 1Y

Valuation

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Full valuation engine INVESTOR FEATURE

Six independent models converge on one confidence-weighted fair value, with full methodology and editable assumptions.

  • +All six models: DCF, P/E and EV/EBITDA comps, Graham, dividend discount, residual income
  • +Scenario bands, sensitivity tornado, and the 5-year historical valuation range
  • +Editable DCF workbench with saved scenarios

Quality

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Quality and conviction INVESTOR FEATURE

The full quality picture: conviction breakdown, earnings quality, score history, and backtested returns.

  • +Conviction score breakdown and earnings-quality grade
  • +Growth / value / quality / momentum component scores
  • +90-day score history and score-threshold backtests

Analysts

Wall Street consensus

Bearish15% buy · 20 covering analysts
● Strong buy 2● Buy 1● Hold 12● Sell 2● Strong sell 3
Analyst intelligence INVESTOR FEATURE

The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.

  • +Price-target low / average / high vs the current price, with implied upside
  • +Forward revenue and EPS consensus by fiscal year
  • +ACCE fair-value models lined up against the Street

Smart Money

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Smart money tracking PRO FEATURE

Follow the institutions: 13F position changes, insider trades, and active 13D activist filings.

  • +Quarter-over-quarter institutional position changes
  • +Recent open-market insider transactions
  • +Active 13D activist filings and top holders

Compare

Where it sits vs peers

This stock Peer Peer median weaker → stronger
P/Ebetter than 100% of peers
low 24.4x24.4xhigh 55.6x
ROEbetter than 100% of peers
low 13%105%high 105%
Div yieldbetter than 100% of peers
low 0.5%2.4%high 2.4%

Algorithmic peers (6)

TickerCompanyMcapP/EROED/EYieldQuality
CMICummins Inc. Common Stock$73.3B27.221.1%0.611.5%-Compare
7011.TMitsubishi Heavy Industries$82.6B55.614.7%26.360.8%-Compare
EMREmerson Electric Company Common Stock$83.6B32.812.8%0.651.5%-Compare
ATCO-B.STAtlas Copco B$84.7B31.325.7%0.251.7%-Compare
ATCO-A.STAtlas Copco A$97.6B36.125.7%0.251.5%-Compare
AMEAMETEK Inc.$54.5B34.714.6%0.210.5%-Compare

Sector report card

Where ITW ranks against its sector peers on each metric.

Computing percentiles…

News and Record

Reports in 32 days, last quarter beat by 0.0%.

Press releases mentioning this company

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Recent performance

1 week
+0.5%
1 month
-5.2%
3 months
+2.0%
6 months
+4.6%
YTD
+9.4%
1 year
+2.2%

SEC filings

40 filings
August 2026
Aug 21
Form 4Insider transactionPeriod 2026-08-19
Aug 17
Form 4Insider transactionPeriod 2026-08-13
Aug 13
8-KCurrent reportPeriod 2026-08-11
37 more filings + AI summaries on Investor+.INVESTOR