EMR vs ITW vs SWK Stock Comparison

Emerson Electric, Illinois Tool Works and Stanley Black & Decker Prices as of Oct 27, 2026 Peers: Industry group
EMR Emerson Electric Co
$166.25 +5.2% 1M +23.6% 1Y
Market cap
$93.37B
P/E
36.2x
Revenue (TTM)
$18.64B
Div. yield
0.01%
Pumps and Valves Industrials
6 wins
ITW Illinois Tool Works Inc
$275.93 +0.7% 1M +11.3% 1Y
Market cap
$79.02B
P/E
24.0x
Revenue (TTM)
—
Div. yield
–
Industrial Machinery Industrials
2 wins

Head to Head

12 decided of 12

Emerson Electric leads on 6 of the 12 questions below (Emerson Electric 6, Stanley Black & Decker 4, Illinois Tool Works 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionEMRITWSWKLeader
Larger companyMarket capitalisation $93.37B $79.02B $15.06B EMR
Cheaper on earningsLower P/E, profitable companies only 36.2x 24.0x 24.3x ITW
Cheaper on forward earningsLower price / next fiscal year consensus EPS 24.6x 25.9x 17.1x SWK
Faster revenue growthRevenue growth, trailing twelve months +4.8% — +0.6% EMR
More profitableNet margin, trailing twelve months 13.8% — 4.1% EMR
Better return on capitalReturn on invested capital 10.9% — 6.6% EMR
Less leveragedLower net debt / EBITDA 1.8x — 2.3x EMR
Higher dividend yieldTrailing dividend yield 0.01% 0.00% 0.03% SWK
Better 1-year returnPrice return, last 12 months +23.6% +11.3% +37.9% SWK
Better 5-year returnAnnualised price return, 5 years +11.3%/yr +4.0%/yr -11.7%/yr EMR
Less volatileAnnualised volatility, 1 year 31.8% 21.3% 36.5% ITW
Higher overall scoreMean of the five percentile scores vs peers 45/100 49/100 59/100 SWK

Percentile Scorecard

EMRITWSWK

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisEMRITWSWK
Valuation 34 #134 of 203 24 #154 of 203 90 #22 of 203
Growth 40 #114 of 188 35 #123 of 188 81 #36 of 188
Profitability 86 #26 of 183 – 51 #91 of 183
Financial Health 29 #154 of 217 – 28 #157 of 217
Shareholder Returns 36 #99 of 153 87 #21 of 153 46 #83 of 153
Overall 45 49 59
  • EMR ranked among 222 companies in Machinery
  • ITW ranked among 222 companies in Machinery
  • SWK ranked among 222 companies in Machinery

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodEMRITWSWKSPY
1 month +5.2%+0.7%+8.8% -0.2%
3 months +9.5%-6.5%+5.5% +3.9%
6 months +20.1%+2.8%+26.9% +8.2%
Year to date +25.3%+12.0%+33.8% +12.9%
1 year +23.6%+11.3%+37.9% +12.3%
3 years +88.9%+23.6%+21.1% +87.4%
3 years, per year +23.6%+7.3%+6.6% +23.3%
5 years +70.5%+21.8%-46.3% +67.9%
5 years, per year +11.3%+4.0%-11.7% +10.9%
10 years +233.6%+143.5%-13.6% +261.1%
10 years, per year +12.8%+9.3%-1.5% +13.7%

Risk

MeasureEMRITWSWKSPY
Volatility, 1Y 31.8%21.3%36.5% 12.7%
Downside volatility, 1Y 33.5%20.7%32.3% 12.7%
Beta vs S&P 500, 1Y 1.540.471.41 1.00
Return / volatility, 1Y 0.740.531.04 0.97
Max drawdown, 5Y -29.9%-28.9%-71.6% -25.4%
From 52-week high 0.0%-7.9%-4.5% -1.2%
52-week high $166.25$299.60$104.00 $779.14
52-week low $123.30$241.07$62.12 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleEMRITWSWK
P/E now vs peer median 36.0xmedian 25.2x 24.0xmedian 25.2x 24.0xmedian 25.2x
P/S now vs peer median 5.0xmedian 1.9x 4.6xmedian 1.9x 1.0xmedian 1.9x
EV/EBITDA now vs peer median 16.8xmedian 14.0x —median 14.0x 10.6xmedian 14.0x
P/FCF now vs peer median 26.8xmedian 21.7x 26.0xmedian 21.7x 11.6xmedian 21.7x
P/B now vs peer median 4.5xmedian 2.3x 25.0xmedian 2.3x 1.7xmedian 2.3x
PEG now vs peer median -0.87median 1.32 —median 1.32 -4.57median 1.32

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsEMRITWSWK
Revenue $18.64B – $15.25B
Gross profit $9.91B – $4.86B
Operating income $4.68B – $1.32B
Net income $2.58B $3.23B $620.50M
Free cash flow $3.46B – $1.29B
EPS (diluted) $4.59 – $4.12
Cash & equivalents $2.18B $809.00M $592.40M
Total debt $13.11B – $4.76B
Shares (diluted) 561.10M 287.00M 150.65M
Enterprise value $86.11B $79.02B $13.59B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricEMRITWSWK
P/E 36.0x 24.0x 24.0x
P/FCF 26.8x 26.0x 11.6x
P/Operating cash flow 23.7x 24.1x 9.7x
P/S 5.0x 4.6x 1.0x
P/B 4.5x 25.0x 1.7x
P/Tangible book 7.9x 30.2x 2.5x
EV/EBITDA 16.8x – 10.6x
EV/EBIT 22.2x – 14.5x
EV/Revenue 5.6x – 1.3x
EV/FCF 29.9x – 14.9x
EV/Operating cash flow 26.5x 24.1x 12.4x
PEG (3Y EPS CAGR) -0.87 – -4.57

Growth

14 metrics
MetricEMRITWSWK
Revenue growth (1Y) 4.8% – 0.6%
Revenue CAGR (3Y) 7.6% – -2.0%
Gross profit growth (1Y) 5.7% – 9.3%
Gross profit CAGR (3Y) 11.0% – 11.2%
Operating income growth (1Y) 9.2% – 51.4%
Operating income CAGR (3Y) 13.6% – 149.6%
Net income growth (1Y) -3.0% 6.7% 29.7%
Net income CAGR (3Y) -42.0% 0.9% -7.7%
EPS growth (1Y) -2.2% – 30.7%
EPS CAGR (3Y) -41.6% – -5.3%
Operating cash flow growth (1Y) 4.4% -0.5% 104.3%
Operating cash flow CAGR (3Y) 10.1% -0.5% 96.8%
Free cash flow growth (1Y) 4.4% – 211.7%
Free cash flow CAGR (3Y) 9.4% – 110.2%

Profitability

14 metrics
MetricEMRITWSWK
Gross margin 53.2% – 31.9%
EBITDA margin 33.1% – 11.9%
Operating margin 25.1% – 8.6%
Pretax margin 17.6% – 5.6%
Net margin 13.8% – 4.1%
FCF margin 18.6% – 8.5%
Operating cash flow margin 21.0% – 10.2%
Return on equity 12.7% 106.9% 6.9%
Return on assets 6.1% – 3.0%
Return on invested capital 10.9% – 6.6%
Return on capital employed 14.9% – 8.0%
Asset turnover 0.4x – 0.7x
Cash conversion (OCF / net income) 1.5x 1.0x 2.5x
Stock comp / revenue 1.3% – 0.5%

Financial Health

11 metrics
MetricEMRITWSWK
Debt / assets 31.1% – 23.7%
Debt / equity 0.6x – 0.5x
Net debt / EBITDA 1.8x – 2.3x
Debt / FCF 3.8x – 3.7x
Liabilities / assets 51.7% – 55.4%
Equity / assets 48.3% – 44.6%
Interest coverage – – 2.8x
Current ratio 0.9x 1.3x 1.4x
Quick ratio 0.5x – 0.5x
Cash ratio 0.2x – 0.1x
Altman Z-score 4.71 – 2.48

Shareholder Returns

7 metrics
MetricEMRITWSWK
Dividend yield 1.3% 2.4% 3.4%
Net buyback yield 1.0% – 1.8%
Shareholder yield 2.3% 2.4% 5.1%
Payout ratio (earnings) 47.8% – 81.0%
Payout ratio (FCF) 35.6% – 39.0%
Dividend growth (1Y) 3.1% – 1.3%
Dividend CAGR (3Y) 0.7% – 1.9%

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusEMRITWSWK
Forward P/E 24.6xFY2026 25.9xFY2026 17.1xFY2026
EPS, next fiscal year $6.75FY2026 $10.67FY2026 $5.81FY2026
EPS growth, next FY +12.5%FY2026 +1.7%FY2026 +24.4%FY2026
EPS growth, the year after +15.3% +19.3% +5.2%
Revenue, next fiscal year $18.13BFY2026 $16.46BFY2026 $16.13BFY2026
Revenue growth, next FY +0.6%FY2026 +2.6%FY2026 +6.6%FY2026
Revenue growth, the year after +15.3% +11.4% +0.4%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersEMRITWSWK
Held by institutions 82.1% 84.9% 95.7%
Institutions holding 2,290 1,969 771
Change in shares held, QoQ +0.9% +0.8% +5.3%
Institutions buying 1,080 846 417
Institutions selling 798 750 243
Buyers to sellers 1.35 1.13 1.72

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

EMRITWSWK
EMR 1.00 0.55 0.59
ITW 0.55 1.00 0.62
SWK 0.59 0.62 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, EMR, ITW and SWK?

Emerson Electric (EMR) is the largest by market capitalisation: Emerson Electric (EMR) $93.37B, Illinois Tool Works (ITW) $79.02B, Stanley Black & Decker (SWK) $15.06B.

Which stock is cheaper, EMR, ITW and SWK?

Illinois Tool Works (ITW) trades on the lowest price-to-earnings ratio (Emerson Electric (EMR) 36.2x, Illinois Tool Works (ITW) 24.0x, Stanley Black & Decker (SWK) 24.3x). On next year's consensus earnings, Stanley Black & Decker (SWK) is cheapest (Emerson Electric (EMR) 24.6x, Illinois Tool Works (ITW) 25.9x, Stanley Black & Decker (SWK) 17.1x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Emerson Electric (EMR) grew revenue fastest over the trailing twelve months: Emerson Electric (EMR) +4.8%, Stanley Black & Decker (SWK) +0.6%.

Which company is more profitable?

Emerson Electric (EMR) has the highest net margin (Emerson Electric (EMR) 13.8%, Stanley Black & Decker (SWK) 4.1%). On return on invested capital, Emerson Electric (EMR) leads (Emerson Electric (EMR) 10.9%, Stanley Black & Decker (SWK) 6.6%).

Which stock has performed better?

Over the past year Stanley Black & Decker (SWK) returned the most: Emerson Electric (EMR) +23.6%, Illinois Tool Works (ITW) +11.3%, Stanley Black & Decker (SWK) +37.9%. Over five years, Emerson Electric (EMR) compounded fastest (Emerson Electric (EMR) +11.3%/yr, Illinois Tool Works (ITW) +4.0%/yr, Stanley Black & Decker (SWK) -11.7%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Stanley Black & Decker (SWK) has the highest dividend yield: Emerson Electric (EMR) 0.01%, Illinois Tool Works (ITW) 0.00%, Stanley Black & Decker (SWK) 0.03%. Illinois Tool Works (ITW) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Illinois Tool Works (ITW) has been the steadiest (Emerson Electric (EMR) 31.8%, Illinois Tool Works (ITW) 21.3%, Stanley Black & Decker (SWK) 36.5%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, EMR, ITW and SWK?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Emerson Electric (EMR) leads on 6. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.