ITW vs PSIX vs ROK Stock Comparison

Illinois Tool Works, Power Solutions International and Rockwell Automation Prices as of Oct 27, 2026 Peers: Industry group
ITW Illinois Tool Works Inc
$275.93 +0.7% 1M +11.3% 1Y
Market cap
$78.58B
P/E
24.0x
Revenue (TTM)
—
Div. yield
2.37%
Industrial Machinery Industrials
3 wins
ROK Rockwell Automation, Inc
$439.20 +1.1% 1M +21.5% 1Y
Market cap
$48.77B
P/E
40.6x
Revenue (TTM)
$8.97B
Div. yield
1.26%
Industrial Machinery Industrials
2 wins

Head to Head

12 decided of 12

Power Solutions International leads on 7 of the 12 questions below (Power Solutions International 7, Illinois Tool Works 3, Rockwell Automation 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionITWPSIXROKLeader
Larger companyMarket capitalisation $78.58B $1.12B $48.77B ITW
Cheaper on earningsLower P/E, profitable companies only 24.0x 16.5x 40.6x PSIX
Cheaper on forward earningsLower price / next fiscal year consensus EPS 25.9x 15.6x 35.1x PSIX
Faster revenue growthRevenue growth, trailing twelve months — +13.2% +11.3% PSIX
More profitableNet margin, trailing twelve months — 10.0% 13.4% ROK
Better return on capitalReturn on invested capital — 26.5% 21.0% PSIX
Less leveragedLower net debt / EBITDA — 0.0x 1.3x PSIX
Higher dividend yieldTrailing dividend yield 2.37% — 1.26% ITW
Better 1-year returnPrice return, last 12 months +11.3% -40.8% +21.5% ROK
Better 5-year returnAnnualised price return, 5 years +4.0%/yr +62.5%/yr +6.6%/yr PSIX
Less volatileAnnualised volatility, 1 year 21.3% 110.0% 31.3% ITW
Higher overall scoreMean of the five percentile scores vs peers 49/100 75/100 53/100 PSIX

Percentile Scorecard

ITWPSIXROK

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

AxisITWPSIXROK
Valuation 24 #154 of 203 78 #46 of 203 16 #170 of 203
Growth 35 #123 of 188 62 #73 of 188 50 #94 of 188
Profitability – 86 #27 of 183 96 #9 of 183
Financial Health – 73 #59 of 217 32 #147 of 217
Shareholder Returns 87 #21 of 153 – 72 #44 of 153
Overall 49 75 53
  • ITW ranked among 222 companies in Machinery
  • PSIX ranked among 222 companies in Machinery
  • ROK ranked among 222 companies in Machinery

Price Performance

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

Returns

PeriodITWPSIXROKSPY
1 month +0.7%+4.1%+1.1% -0.2%
3 months -6.5%+74.1%-6.8% +3.9%
6 months +2.8%-29.7%+9.4% +8.2%
Year to date +12.0%-15.0%+12.9% +12.9%
1 year +11.3%-40.8%+21.5% +12.3%
3 years +23.6%+1,604.6%+67.6% +87.4%
3 years, per year +7.3%+157.5%+18.8% +23.3%
5 years +21.8%+1,029.8%+37.8% +67.9%
5 years, per year +4.0%+62.5%+6.6% +10.9%
10 years +143.5%+428.0%+271.5% +261.1%
10 years, per year +9.3%+18.1%+14.0% +13.7%

Risk

MeasureITWPSIXROKSPY
Volatility, 1Y 21.3%110.0%31.3% 12.7%
Downside volatility, 1Y 20.7%118.0%31.8% 12.7%
Beta vs S&P 500, 1Y 0.473.541.40 1.00
Return / volatility, 1Y 0.53-0.370.69 0.97
Max drawdown, 5Y -28.9%-78.0%-45.6% -25.4%
From 52-week high -7.9%-50.8%-11.3% -1.2%
52-week high $299.60$98.77$495.08 $779.14
52-week low $241.07$25.44$348.51 $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.

MultipleITWPSIXROK
P/E now vs peer median 24.0xmedian 25.2x 16.5xmedian 25.2x 40.6xmedian 25.2x
P/S now vs peer median 4.6xmedian 1.9x 1.7xmedian 1.9x 5.4xmedian 1.9x
EV/EBITDA now vs peer median —median 14.0x 11.8xmedian 14.0x 24.6xmedian 14.0x
P/FCF now vs peer median 26.0xmedian 21.7x 16.7xmedian 21.7x 32.4xmedian 21.7x
P/B now vs peer median 25.0xmedian 2.3x 5.5xmedian 2.3x 14.0xmedian 2.3x
PEG now vs peer median —median 1.32 0.38median 1.32 -9.25median 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 monthsITWPSIXROK
Revenue – $676.19M $8.97B
Gross profit – $161.31M $4.41B
Operating income – $87.91M $1.77B
Net income $3.23B $67.87M $1.20B
Free cash flow – $67.09M $1.50B
R&D – $19.16M $716.00M
EPS (diluted) – $2.94 $10.76
Cash & equivalents $809.00M $70.06M $479.00M
Total debt – $66.19M $13.81B
Shares (diluted) 287.00M 23.07M 111.60M
Enterprise value $78.59B $914.31M $46.96B

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
MetricITWPSIXROK
P/E 24.0x 16.5x 40.6x
P/FCF 26.0x 16.7x 32.4x
P/Operating cash flow 24.1x 15.1x 28.2x
P/S 4.6x 1.7x 5.4x
P/B 25.0x 5.5x 14.0x
P/Tangible book 30.2x 5.6x 17.5x
EV/EBITDA – 11.8x 24.6x
EV/EBIT – 12.7x 29.1x
EV/Revenue – 1.7x 5.7x
EV/FCF – 16.6x 34.3x
EV/Operating cash flow 24.1x 15.0x 29.8x
PEG (3Y EPS CAGR) – 0.38 -9.25

Growth

14 metrics
MetricITWPSIXROK
Revenue growth (1Y) – 13.2% 11.3%
Revenue CAGR (3Y) – 10.6% 1.3%
Gross profit growth (1Y) – -7.3% 1.9%
Gross profit CAGR (3Y) – 15.8% 7.5%
Operating income growth (1Y) – -14.4% -7.1%
Operating income CAGR (3Y) – 29.0% 2.9%
Net income growth (1Y) 6.7% -38.8% 23.8%
Net income CAGR (3Y) 0.9% 44.2% -5.5%
EPS growth (1Y) – -38.8% 25.2%
EPS CAGR (3Y) – 43.9% -4.4%
Operating cash flow growth (1Y) -0.5% 5.2% 13.8%
Operating cash flow CAGR (3Y) -0.5% 15.8% 22.8%
Free cash flow growth (1Y) – 7.8% 13.9%
Free cash flow CAGR (3Y) – 13.6% 23.6%

Profitability

14 metrics
MetricITWPSIXROK
Gross margin – 23.9% 49.1%
EBITDA margin – 14.0% 23.3%
Operating margin – 13.0% 19.7%
Pretax margin – 12.1% 14.7%
Net margin – 10.0% 13.4%
FCF margin – 9.9% 16.8%
Operating cash flow margin – 11.0% 19.3%
Return on equity 106.9% 34.9% 30.9%
Return on assets – 15.4% 9.8%
Return on invested capital – 26.5% 21.0%
Return on capital employed – 27.1% 23.6%
Asset turnover – 1.5x 0.8x
Cash conversion (OCF / net income) 1.0x 1.1x 1.4x
Stock comp / revenue – 0.1% 1.0%

Financial Health

11 metrics
MetricITWPSIXROK
Debt / assets – 14.6% 29.4%
Debt / equity – 0.3x 0.9x
Net debt / EBITDA – 0.0x 1.3x
Debt / FCF – 1.0x 2.2x
Liabilities / assets – 55.2% 68.5%
Equity / assets – 44.8% 31.5%
Interest coverage – 13.4x 12.8x
Current ratio 1.3x 2.6x 1.1x
Quick ratio – 1.4x 0.7x
Cash ratio – 0.6x 0.1x
Altman Z-score – 5.45 5.96

Shareholder Returns

7 metrics
MetricITWPSIXROK
Dividend yield 2.4% – 1.3%
Net buyback yield – – 1.4%
Shareholder yield 2.4% – 2.7%
Payout ratio (earnings) – – –
Payout ratio (FCF) – – –
Dividend growth (1Y) – – –
Dividend CAGR (3Y) – – –

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.

ConsensusITWPSIXROK
Forward P/E 25.9xFY2026 15.6xFY2026 35.1xFY2026
EPS, next fiscal year $10.67FY2026 $3.11FY2026 $12.50FY2026
EPS growth, next FY +1.7%FY2026 -37.6%FY2026 +18.7%FY2026
EPS growth, the year after +19.3% +22.5% +12.3%
Revenue, next fiscal year $16.46BFY2026 $656.20MFY2026 $8.50BFY2026
Revenue growth, next FY +2.6%FY2026 -9.2%FY2026 +1.9%FY2026
Revenue growth, the year after +11.4% +31.5% +19.4%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersITWPSIXROK
Held by institutions 84.9% 36.4% 89.2%
Institutions holding 1,969 158 1,540
Change in shares held, QoQ +0.8% +24.1% +3.5%
Institutions buying 846 91 805
Institutions selling 750 45 437
Buyers to sellers 1.13 2.02 1.84

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.

ITWPSIXROK
ITW 1.00 0.10 0.37
PSIX 0.10 1.00 0.22
ROK 0.37 0.22 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, ITW, PSIX and ROK?

Illinois Tool Works (ITW) is the largest by market capitalisation: Illinois Tool Works (ITW) $78.58B, Power Solutions International (PSIX) $1.12B, Rockwell Automation (ROK) $48.77B.

Which stock is cheaper, ITW, PSIX and ROK?

Power Solutions International (PSIX) trades on the lowest price-to-earnings ratio (Illinois Tool Works (ITW) 24.0x, Power Solutions International (PSIX) 16.5x, Rockwell Automation (ROK) 40.6x). On next year's consensus earnings, Power Solutions International (PSIX) is cheapest (Illinois Tool Works (ITW) 25.9x, Power Solutions International (PSIX) 15.6x, Rockwell Automation (ROK) 35.1x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Power Solutions International (PSIX) grew revenue fastest over the trailing twelve months: Power Solutions International (PSIX) +13.2%, Rockwell Automation (ROK) +11.3%.

Which company is more profitable?

Rockwell Automation (ROK) has the highest net margin (Power Solutions International (PSIX) 10.0%, Rockwell Automation (ROK) 13.4%). On return on invested capital, Power Solutions International (PSIX) leads (Power Solutions International (PSIX) 26.5%, Rockwell Automation (ROK) 21.0%).

Which stock has performed better?

Over the past year Rockwell Automation (ROK) returned the most: Illinois Tool Works (ITW) +11.3%, Power Solutions International (PSIX) -40.8%, Rockwell Automation (ROK) +21.5%. Over five years, Power Solutions International (PSIX) compounded fastest (Illinois Tool Works (ITW) +4.0%/yr, Power Solutions International (PSIX) +62.5%/yr, Rockwell Automation (ROK) +6.6%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Illinois Tool Works (ITW) has the highest dividend yield: Illinois Tool Works (ITW) 2.37%, Rockwell Automation (ROK) 1.26%. Power Solutions International (PSIX) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Illinois Tool Works (ITW) has been the steadiest (Illinois Tool Works (ITW) 21.3%, Power Solutions International (PSIX) 110.0%, Rockwell Automation (ROK) 31.3%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, ITW, PSIX and ROK?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Power Solutions International (PSIX) leads on 7. 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.