ITW vs CMI vs EMR
161 measures in 16 categories, one definition each, computed from filings and market data.
ITW59.5
Illinois Tool Works Inc.
Industrials · Industrial - Machinery
$272.28 +0.40%$77.5B mkt cap
Score DNA
EMR63.4
Emerson Electric Co.
Industrials · Industrial - Machinery
$161.47 −0.43%$90.1B mkt cap
Score DNA
Price, rebased to 100 three years ago
ITW CMI EMR · weekly adjusted closesSmart money 8Valuation 16Profitability (TTM) 12Returns on capital 11Growth 17Margin history & stability 7Liquidity (latest quarter) 7Leverage & solvency (latest quarter) 13Efficiency 11Cash flow & earnings quality 7Dividends & buybacks 9Scores & forensic checks 15Per share 7Size (TTM) 8Price performance 9Technicals 4
● marks the highest or lowest value where that direction is plainly stronger (margins, returns, coverage, leverage); multiples and yields are left unmarked. Bars show each stock's percentile within its own industry. n/a: the measure does not apply to lenders and insurers.
Smart money
8 measures| Measure | ITW | CMI | EMR |
|---|---|---|---|
| Insider open-market buys, 180d | 1 | 0 | 0 |
| Insider $ bought, 180d | $0.20M | — | — |
| Congress purchases, 180d | 3 | 0 | 1 |
| Last Congress purchase | 2026-09-04 | — | 2026-09-25 |
| 13F net change in holders | +30 | +149 | +89 |
| ETFs adding shares, 30d | 1,134 | 1,441 | 1,096 |
| ETFs trimming, 30d | 1,006 | 1,105 | 927 |
| Net ETF funds, 30d | +128 | +336 | +169 |
Valuation
16 measures| Measure | ITW | CMI | EMR |
|---|---|---|---|
| P/E (TTM) | 24.3x
33rd
|
26.9x
41st
|
35.0x
72nd
|
| PEG (P/E ÷ 3-yr EPS CAGR) | 8.21
86th
|
8.47
90th
|
— |
| Price / sales | 4.7x
85th
|
2.1x
39th
|
4.8x
87th
|
| Price / book | 26.8x
98th
|
5.7x
80th
|
4.4x
67th
|
| Price / tangible book | — | 11.7x
50th
|
— |
| Price / free cash flow | 26.5x
66th
|
21.7x
46th
|
26.0x
64th
|
| Price / operating cash flow | 23.3x
76th
|
15.7x
38th
|
23.0x
72nd
|
| Enterprise value | $86.4B
93rd
|
$77.5B
92nd
|
$101.7B
95th
|
| EV / sales | 5.2x
87th
|
2.2x
31st
|
5.5x
90th
|
| EV / EBITDA | 18.2x
62nd
|
15.6x
46th
|
19.1x
68th
|
| EV / EBIT | 19.5x
33rd
|
20.1x
39th
|
26.5x
78th
|
| EV / free cash flow | 29.6x
64th
|
23.0x
39th
|
29.4x
61st
|
| Earnings yield | 4.1%
70th
|
3.7%
64th
|
2.9%
36th
|
| FCF yield | 3.8%
39th
|
4.6%
57th
|
3.8%
41st
|
| Operating cash flow yield | 4.3%
28th
|
6.4%
64th
|
4.3%
31st
|
| Graham number (per share) | $50.25
57th
|
$202.12
98th
|
$61.26
63rd
|
Profitability (TTM)
12 measures| Measure | ITW | CMI | EMR |
|---|---|---|---|
| Gross margin | 44.2%
84th
|
25.3%
25th
|
53.2%
97th
|
| EBITDA margin | 28.8%
97th
|
14.3%
38th
|
28.5%
95th
|
| Operating margin | 26.5%
97th
|
11.1%
41st
|
20.1%
85th
|
| EBIT margin | 26.9%
98th
|
11.1%
41st
|
20.6%
89th
|
| Net margin | 19.4%
97th
|
7.8%
44th
|
13.8%
79th
|
| NOPAT margin | 20.5%
97th
|
8.2%
38th
|
15.8%
82nd
|
| FCF margin | 17.7%
85th
|
9.7%
38th
|
18.6%
90th
|
| Operating cash flow margin | 20.2%
87th
|
13.4%
46th
|
21.0%
90th
|
| R&D / revenue | 4.1%
92nd
|
4.1%
93rd
|
0.0%
0th
|
| SG&A / revenue | 17.2%
44th
|
9.5%
7th
|
28.1%
93rd
|
| Stock comp / revenue | 0.4%
28th
|
0.0%
0th
|
1.3%
85th
|
| Effective tax rate | 22.5%
60th
|
26.5%
90th
|
21.4%
52nd
|
Returns on capital
11 measures| Measure | ITW | CMI | EMR |
|---|---|---|---|
| ROE (on average equity) | 104.7%
100th
|
22.0%
83rd
|
12.8%
51st
|
| ROA | 19.6%
100th
|
7.8%
66th
|
6.1%
49th
|
| ROIC | 28.8%
95th
|
16.5%
77th
|
9.2%
44th
|
| ROCE | 41.9%
98th
|
15.5%
75th
|
12.2%
56th
|
| Return on tangible assets | 27.2%
100th
|
11.0%
61st
|
9.0%
51st
|
| Cash ROIC (OCF / invested capital) | 28.3%
88th
|
27.0%
83rd
|
12.2%
47th
|
| Gross profitability (GP / assets) | 44.1%
97th
|
24.7%
49th
|
23.5%
46th
|
| ROIC, 3-yr average | 25.4%
95th
|
14.6%
75th
|
6.9%
30th
|
| ROIC, 5-yr average | 29.5%
100th
|
19.9%
89th
|
18.8%
81st
|
| ROE, 5-yr average | 99.5%
100th
|
22.9%
85th
|
25.9%
93rd
|
| Incremental ROIC | 175.6%
90th
|
102.6%
80th
|
-154.4%
12th
|
Growth
17 measures| Measure | ITW | CMI | EMR |
|---|---|---|---|
| Revenue growth (TTM YoY) | 4.3%
35th
|
2.9%
23rd
|
4.8%
40th
|
| Revenue growth (QoQ) | 7.1%
39th
|
12.6%
67th
|
6.8%
38th
|
| Revenue CAGR, 3 yr | 0.8%
22nd
|
2.5%
41st
|
4.3%
59th
|
| Revenue CAGR, 5 yr | 3.3%
19th
|
8.4%
65th
|
0.9%
4th
|
| Gross profit CAGR, 3 yr | 3.4%
31st
|
4.8%
41st
|
8.6%
63rd
|
| Operating income CAGR, 3 yr | 3.4%
31st
|
3.8%
35th
|
7.3%
53rd
|
| Net income growth (TTM YoY) | -5.1%
43rd
|
-7.7%
33rd
|
-2.8%
49th
|
| Net income CAGR, 3 yr | 1.0%
39th
|
2.2%
45th
|
-42.0%
2nd
|
| EPS growth (TTM YoY) | -3.1%
47th
|
-7.8%
35th
|
-2.2%
49th
|
| EPS CAGR, 3 yr | 3.0%
47th
|
3.2%
49th
|
-41.6%
2nd
|
| EPS CAGR, 5 yr | 5.7%
41st
|
5.4%
39th
|
3.3%
26th
|
| FCF growth (TTM YoY) | 7.2%
40th
|
103.8%
92nd
|
26.2%
67th
|
| FCF CAGR, 3 yr | 4.1%
21st
|
46.2%
87th
|
18.0%
62nd
|
| Operating cash flow CAGR, 3 yr | 3.1%
21st
|
28.8%
79th
|
16.1%
58th
|
| Book value CAGR, 3 yr | -0.3%
9th
|
8.5%
46th
|
0.6%
11th
|
| Dividend CAGR, 3 yr | 3.8%
70th
|
4.3%
80th
|
1.8%
44th
|
| Sustainable growth rate | 44.6%
96th
|
13.1%
72nd
|
6.7%
33rd
|
Margin history & stability
7 measures| Measure | ITW | CMI | EMR |
|---|---|---|---|
| Gross margin, 3-yr average | 43.5%
82nd
|
25.1%
20th
|
52.0%
97th
|
| Operating margin, 3-yr average | 26.3%
98th
|
9.5%
30th
|
18.2%
82nd
|
| Net margin, 3-yr average | 20.0%
97th
|
7.4%
40th
|
13.0%
75th
|
| FCF margin, 3-yr average | 17.6%
93rd
|
6.0%
23rd
|
13.7%
73rd
|
| Revenue stability (0-1) | 0.73
40th
|
0.80
53rd
|
0.16
7th
|
| Earnings stability (0-1) | 0.77
78th
|
0.39
48th
|
0.02
12th
|
| Margin stability (0-1) | 0.97
78th
|
0.97
80th
|
0.90
25th
|
Liquidity (latest quarter)
7 measures| Measure | ITW | CMI | EMR |
|---|---|---|---|
| Cash & short-term investments | $839.0M
84th
|
$3.9B
97th
|
$2.2B
95th
|
| Net cash (− = net debt) | −$8.9B
3rd
|
−$4.4B
10th
|
−$11.6B
0th
|
| Working capital | $647.0M
61st
|
$7.8B
98th
|
−$1.1B
3rd
|
| Current ratio | 1.11
10th
|
1.73
34th
|
0.90
3rd
|
| Quick ratio | 0.81
20th
|
1.13
43rd
|
0.66
3rd
|
| Cash ratio (cash + ST investments / current liabilities) | 0.14
20th
|
0.37
57th
|
0.20
34th
|
| Defensive interval (days) | 552 days
64th
|
779 days
84th
|
310 days
16th
|
Leverage & solvency (latest quarter)
13 measures| Measure | ITW | CMI | EMR |
|---|---|---|---|
| Total debt | $9.7B
95th
|
$8.3B
90th
|
$13.8B
98th
|
| Debt / equity | 3.35
97th
|
0.64
58th
|
0.68
65th
|
| Net debt / equity | 3.06
98th
|
0.34
42nd
|
0.57
70th
|
| Debt / assets | 58.8%
97th
|
23.3%
36th
|
32.7%
70th
|
| Debt / capital | 77.0%
97th
|
39.2%
58th
|
40.4%
65th
|
| Debt / EBITDA | 2.05
54th
|
1.67
36th
|
2.60
64th
|
| Net debt / EBITDA | 1.87
62nd
|
0.88
32nd
|
2.19
71st
|
| Interest coverage (EBIT / interest) | 14.6x
77th
|
12.0x
68th
|
6.9x
46th
|
| Cash interest coverage | 11.0x
68th
|
14.5x
80th
|
7.1x
41st
|
| Debt payback (years of OCF) | 2.9 yrs
57th
|
1.8 yrs
26th
|
3.5 yrs
62nd
|
| Liabilities / assets | 82.4%
93rd
|
61.0%
74th
|
51.7%
52nd
|
| IS credit model rating | AA- | AA- | A- |
| Implied credit spread (bps) | 100
21st
|
100
21st
|
175
66th
|
Efficiency
11 measures| Measure | ITW | CMI | EMR |
|---|---|---|---|
| Asset turnover | 1.01
79th
|
0.99
74th
|
0.44
8th
|
| Fixed asset turnover | 7.37
70th
|
4.95
25th
|
6.51
59th
|
| Inventory turnover | 5.3
87th
|
4.1
69th
|
3.6
48th
|
| Receivables turnover | 4.8
16th
|
5.6
38th
|
6.2
56th
|
| Days sales outstanding | 76 days
84th
|
66 days
62nd
|
58 days
44th
|
| Days inventory outstanding | 69 days
13th
|
89 days
31st
|
100 days
52nd
|
| Days payables outstanding | 25 days
2nd
|
62 days
69th
|
60 days
64th
|
| Cash conversion cycle (days) | 120 days
61st
|
93 days
26th
|
98 days
34th
|
| Capex / revenue | 2.5%
55th
|
3.7%
78th
|
2.4%
53rd
|
| Capex / depreciation | 1.29
85th
|
1.16
80th
|
0.30
7th
|
| Operating expense ratio | 17.5%
33rd
|
12.5%
13th
|
33.9%
95th
|
Cash flow & earnings quality
7 measures| Measure | ITW | CMI | EMR |
|---|---|---|---|
| Operating cash flow / net income | 1.04
13th
|
1.71
69th
|
1.52
60th
|
| FCF / net income | 0.91
18th
|
1.24
53rd
|
1.34
67th
|
| FCF / operating cash flow | 87.7%
67th
|
72.5%
23rd
|
88.4%
74th
|
| Capex / operating cash flow | 12.3%
33rd
|
27.5%
77th
|
11.6%
26th
|
| Accruals ratio | -0.8%
87th
|
-5.5%
16th
|
-3.2%
54th
|
| Sloan accruals ratio | -12.1%
2nd
|
0.1%
66th
|
-2.2%
36th
|
| Earnings quality score (0-1) | 1.00
25th
|
0.75
4th
|
1.00
25th
|
Scores & forensic checks
15 measures| Measure | ITW | CMI | EMR |
|---|---|---|---|
| IS score | 60
56th
|
58
49th
|
63
70th
|
| IS profitability | 84
98th
|
49
61st
|
57
67th
|
| IS growth | 50
58th
|
37
28th
|
41
37th
|
| IS value | 46
38th
|
38
18th
|
46
41st
|
| IS momentum | 63
27th
|
67
38th
|
71
48th
|
| IS risk (safety) | 100
48th
|
100
48th
|
100
48th
|
| IS quality | 59
18th
|
73
57th
|
80
82nd
|
| IS balance sheet | 43
15th
|
73
69th
|
54
31st
|
| IS earnings quality | 71
38th
|
70
31st
|
77
79th
|
| IS cash flow | 60
52nd
|
68
70th
|
73
84th
|
| Piotroski F-score (0-9) | 6
36th
|
6
36th
|
8
74th
|
| Altman Z-score | 8.0
93rd
|
5.3
61st
|
4.3
49th
|
| Beneish M-score | −2.46
68th
|
−2.63
23rd
|
−2.61
30th
|
| Ohlson O-score | −6.81
80th
|
−8.35
36th
|
−8.50
31st
|
| IS credit score | 81
57th
|
83
66th
|
67
33rd
|
Size (TTM)
8 measures| Measure | ITW | CMI | EMR |
|---|---|---|---|
| Market cap | $77.5B
93rd
|
$73.1B
92nd
|
$90.1B
95th
|
| Revenue | $16.5B
89th
|
$34.7B
98th
|
$18.6B
90th
|
| EBITDA | $4.7B
93rd
|
$5.0B
95th
|
$5.3B
97th
|
| Net income | $3.2B
97th
|
$2.7B
93rd
|
$2.6B
92nd
|
| Free cash flow | $2.9B
90th
|
$3.4B
93rd
|
$3.5B
95th
|
| Total assets | $16.5B
85th
|
$35.6B
93rd
|
$42.2B
97th
|
| Shareholders' equity | $2.9B
69th
|
$12.8B
93rd
|
$20.4B
100th
|
| Employees | 43,000
89th
|
67,400
95th
|
71,000
97th
|
Price performance
9 measures| Measure | ITW | CMI | EMR |
|---|---|---|---|
| 1 day | +0.4% | −0.3% | −0.4% |
| 1 week | +3.1% | +1.5% | −0.2% |
| 1 month | +2.4% | +1.4% | +9.5% |
| 3 months | +0.2% | −16.9% | +18.2% |
| 6 months | +0.0% | −15.3% | +10.3% |
| Year to date | +9.1% | +2.1% | +19.3% |
| 1 year | +9.9% | +26.0% | +24.5% |
| 3 years, cumulative | +20.6% | +142.9% | +73.3% |
| 5 years, cumulative | +38.1% | +149.8% | +82.3% |
Technicals
4 measures| Measure | ITW | CMI | EMR |
|---|---|---|---|
| RSI 14 | 56.1 | 47.1 | 57.6 |
| From 52-week high | −10.2% | −28.0% | −2.6% |
| From 52-week low | +14.0% | +31.5% | +31.6% |
| Beta | 0.97 | 1.24 | 1.21 |
InsiderStreet reports findings from filings and market data. A comparison is not a recommendation to buy or sell either stock.Every figure is computed in code · data as of 2026-10-17