ITW vs ROK
Illinois Tool Works and Rockwell Automation, both Industrials
Illinois Tool Works is the larger company at $76B against $53B. On trailing earnings ITW is the cheaper of the two at a P/E of 25.9 against 40.4, a gap that is only a bargain if the two are growing at similar rates. Over the past year ROK returned +33% against +13% for ITW. Ryufin's sector-relative Smart Score puts ITW ahead, 8/10 against 7/10.
| Figure | ITW | ROK |
|---|---|---|
| Last close | $286 | $432 |
| Market cap | $76B | $53B |
| Trailing P/Elower is cheaper for the same earnings, not automatically better | 25.9 | 40.4 |
| Dividend yield | 2.2% | 1.2% |
| 1-year return | +13% | +33% |
| 5-year return | +41% | +53% |
| Ryufin Smart Scoresector-relative, 1–10 | 8/10 | 7/10 |
Figures from SEC filings and end-of-day closes. Highlighting marks the higher or lower number, which is not the same as the better investment, a low P/E can be a warning and a high one can be deserved.
Illinois Tool Works
Revenue of $4.3B in Q2 2026, net income $815M. Its largest reported line is Automotive OEM, 20% of the disclosed total.
Rockwell Automation
Revenue of $2.3B in Q3 2026, net income $408M. Its largest reported line is US, 56% of the disclosed total.
Open these two in the interactive comparison to add more names, change the period or read the correlation.