SWK vs EMR vs ITW Stock Comparison

Stanley Black & Decker, Emerson Electric and Illinois Tool Works Prices as of Oct 26, 2026 Peers: Industry group
EMR Emerson Electric Co
$161.75 +2.3% 1M +21.9% 1Y
Market cap
$90.22B
P/E
35.1x
Revenue (TTM)
$18.64B
Div. yield
1.38%
Pumps and Valves Industrials
4 wins
ITW Illinois Tool Works Inc
$276.01 +0.7% 1M +12.3% 1Y
Market cap
$78.61B
P/E
24.7x
Revenue (TTM)
$16.47B
Div. yield
2.37%
Industrial Machinery Industrials
3 wins

Head to Head

12 decided of 12

Stanley Black & Decker leads on 5 of the 12 questions below (Stanley Black & Decker 5, Emerson Electric 4, Illinois Tool Works 3). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionSWKEMRITWLeader
Larger companyMarket capitalisation $15.01B $90.22B $78.61B EMR
Cheaper on earningsLower P/E, profitable companies only 24.0x 35.1x 24.7x SWK
Cheaper on forward earningsLower price / next fiscal year consensus EPS 17.1x 24.0x 25.9x SWK
Faster revenue growthRevenue growth, trailing twelve months +0.6% +4.8% +4.3% EMR
More profitableNet margin, trailing twelve months 4.1% 13.8% 19.4% ITW
Better return on capitalReturn on invested capital 6.6% 10.9% 27.1% ITW
Less leveragedLower net debt / EBITDA 2.3x 1.8x 1.9x EMR
Higher dividend yieldTrailing dividend yield 3.35% 1.38% 2.37% SWK
Better 1-year returnPrice return, last 12 months +41.5% +21.9% +12.3% SWK
Better 5-year returnAnnualised price return, 5 years -11.8%/yr +11.0%/yr +4.4%/yr EMR
Less volatileAnnualised volatility, 1 year 36.5% 31.7% 21.3% ITW
Higher overall scoreMean of the five percentile scores vs peers 59/100 45/100 48/100 SWK

Percentile Scorecard

SWKEMRITW

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

AxisSWKEMRITW
Valuation 89 #23 of 203 35 #133 of 203 26 #150 of 203
Growth 81 #37 of 187 40 #112 of 187 33 #125 of 187
Profitability 52 #89 of 185 85 #29 of 185 100 #2 of 185
Financial Health 28 #158 of 219 29 #155 of 219 23 #170 of 219
Shareholder Returns 47 #82 of 153 36 #98 of 153 59 #63 of 153
Overall 59 45 48
  • SWK ranked among 222 companies in Machinery
  • EMR ranked among 222 companies in Machinery
  • ITW ranked among 222 companies in Machinery

Price Performance

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

Returns

PeriodSWKEMRITWSPY
1 month +8.8%+2.3%+0.7% -0.8%
3 months +5.6%+8.3%-3.0% +3.5%
6 months +24.4%+14.3%+2.3% +7.0%
Year to date +33.8%+21.9%+12.1% +12.2%
1 year +41.5%+21.9%+12.3% +13.0%
3 years +21.2%+83.7%+23.6% +86.3%
3 years, per year +6.6%+22.5%+7.3% +23.1%
5 years -46.6%+68.2%+24.2% +68.6%
5 years, per year -11.8%+11.0%+4.4% +11.0%
10 years -14.9%+220.7%+143.4% +258.0%
10 years, per year -1.6%+12.4%+9.3% +13.6%

Risk

MeasureSWKEMRITWSPY
Volatility, 1Y 36.5%31.7%21.3% 12.7%
Downside volatility, 1Y 32.4%33.5%20.8% 12.7%
Beta vs S&P 500, 1Y 1.411.530.47 1.00
Return / volatility, 1Y 1.140.690.58 1.02
Max drawdown, 5Y -71.6%-29.9%-28.9% -25.4%
From 52-week high -4.4%-1.6%-7.9% -1.8%
52-week high $104.00$164.37$299.60 $779.14
52-week low $62.12$123.30$241.07 $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.

MultipleSWKEMRITW
P/E now vs peer median 24.0xmedian 26.0x 35.1xmedian 26.0x 24.7xmedian 26.0x
P/S now vs peer median 1.0xmedian 1.9x 4.8xmedian 1.9x 4.8xmedian 1.9x
EV/EBITDA now vs peer median 10.6xmedian 14.0x 16.4xmedian 14.0x 18.4xmedian 14.0x
P/FCF now vs peer median 11.6xmedian 21.4x 26.1xmedian 21.4x 26.9xmedian 21.4x
P/B now vs peer median 1.7xmedian 2.2x 4.4xmedian 2.2x 27.2xmedian 2.2x
PEG now vs peer median -4.57median 1.26 -0.84median 1.26 8.37median 1.26

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 monthsSWKEMRITW
Revenue $15.25B $18.64B $16.47B
Gross profit $4.86B $9.91B $7.27B
Operating income $1.32B $4.68B $4.36B
Net income $620.50M $2.58B $3.19B
Free cash flow $1.29B $3.46B $2.92B
EPS (diluted) $4.12 $4.59 $11.13
Cash & equivalents $592.40M $2.18B $839.00M
Total debt $4.76B $13.11B $9.69B
Shares (diluted) 150.65M 561.10M 287.00M
Enterprise value $13.53B $82.98B $75.17B

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
MetricSWKEMRITW
P/E 24.0x 35.1x 24.7x
P/FCF 11.6x 26.1x 26.9x
P/Operating cash flow 9.7x 23.1x 23.6x
P/S 1.0x 4.8x 4.8x
P/B 1.7x 4.4x 27.2x
P/Tangible book 2.5x 7.7x 33.6x
EV/EBITDA 10.6x 16.4x 18.4x
EV/EBIT 14.6x 21.6x 20.0x
EV/Revenue 1.3x 5.4x 5.3x
EV/FCF 14.9x 29.2x 29.9x
EV/Operating cash flow 12.4x 25.8x 26.3x
PEG (3Y EPS CAGR) -4.57 -0.84 8.37

Growth

14 metrics
MetricSWKEMRITW
Revenue growth (1Y) 0.6% 4.8% 4.3%
Revenue CAGR (3Y) -2.0% 7.6% 0.8%
Gross profit growth (1Y) 9.3% 5.7% 5.3%
Gross profit CAGR (3Y) 11.2% 11.0% 2.7%
Operating income growth (1Y) 51.4% 9.2% 6.4%
Operating income CAGR (3Y) 149.6% 13.6% 3.4%
Net income growth (1Y) 29.7% -3.0% -5.1%
Net income CAGR (3Y) -7.7% -42.0% 1.0%
EPS growth (1Y) 30.7% -2.2% -3.1%
EPS CAGR (3Y) -5.3% -41.6% 3.0%
Operating cash flow growth (1Y) 104.3% 4.4% 5.8%
Operating cash flow CAGR (3Y) 96.8% 10.1% 3.1%
Free cash flow growth (1Y) 211.7% 4.4% 7.2%
Free cash flow CAGR (3Y) 110.2% 9.4% 4.1%

Profitability

14 metrics
MetricSWKEMRITW
Gross margin 31.9% 53.2% 44.2%
EBITDA margin 11.9% 33.1% 28.9%
Operating margin 8.6% 25.1% 26.5%
Pretax margin 5.6% 17.6% 25.0%
Net margin 4.1% 13.8% 19.4%
FCF margin 8.5% 18.6% 17.7%
Operating cash flow margin 10.2% 21.0% 20.2%
Return on equity 6.9% 12.7% 104.3%
Return on assets 3.0% 6.1% 19.5%
Return on invested capital 6.6% 10.9% 27.1%
Return on capital employed 8.0% 14.9% 41.9%
Asset turnover 0.7x 0.4x 1.0x
Cash conversion (OCF / net income) 2.5x 1.5x 1.0x
Stock comp / revenue 0.5% 1.3% 0.4%

Financial Health

11 metrics
MetricSWKEMRITW
Debt / assets 23.7% 31.1% 58.8%
Debt / equity 0.5x 0.6x 3.3x
Net debt / EBITDA 2.3x 1.8x 1.9x
Debt / FCF 3.7x 3.8x 3.3x
Liabilities / assets 55.4% 51.7% 82.4%
Equity / assets 44.6% 48.3% 17.6%
Interest coverage 2.8x – 14.5x
Current ratio 1.4x 0.9x 1.1x
Quick ratio 0.5x 0.5x 0.7x
Cash ratio 0.1x 0.2x 0.1x
Altman Z-score 2.48 4.64 8.00

Shareholder Returns

7 metrics
MetricSWKEMRITW
Dividend yield 3.4% 1.4% 2.4%
Net buyback yield 1.8% 1.0% 2.3%
Shareholder yield 5.1% 2.4% 4.7%
Payout ratio (earnings) 81.0% 47.8% 57.4%
Payout ratio (FCF) 39.0% 35.6% 62.8%
Dividend growth (1Y) 1.3% 3.1% 5.5%
Dividend CAGR (3Y) 1.9% 0.7% 5.1%

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.

ConsensusSWKEMRITW
Forward P/E 17.1xFY2026 24.0xFY2026 25.9xFY2026
EPS, next fiscal year $5.81FY2026 $6.74FY2026 $10.67FY2026
EPS growth, next FY +24.4%FY2026 +12.3%FY2026 +1.7%FY2026
EPS growth, the year after +5.2% +15.4% +19.3%
Revenue, next fiscal year $16.13BFY2026 $18.13BFY2026 $16.46BFY2026
Revenue growth, next FY +6.6%FY2026 +0.6%FY2026 +2.6%FY2026
Revenue growth, the year after +0.4% +15.3% +11.4%

Institutional Ownership

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

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.

SWKEMRITW
SWK 1.00 0.59 0.62
EMR 0.59 1.00 0.54
ITW 0.62 0.54 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, SWK, EMR and ITW?

Emerson Electric (EMR) is the largest by market capitalisation: Stanley Black & Decker (SWK) $15.01B, Emerson Electric (EMR) $90.22B, Illinois Tool Works (ITW) $78.61B.

Which stock is cheaper, SWK, EMR and ITW?

Stanley Black & Decker (SWK) trades on the lowest price-to-earnings ratio (Stanley Black & Decker (SWK) 24.0x, Emerson Electric (EMR) 35.1x, Illinois Tool Works (ITW) 24.7x). On next year's consensus earnings, Stanley Black & Decker (SWK) is cheapest (Stanley Black & Decker (SWK) 17.1x, Emerson Electric (EMR) 24.0x, Illinois Tool Works (ITW) 25.9x). 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: Stanley Black & Decker (SWK) +0.6%, Emerson Electric (EMR) +4.8%, Illinois Tool Works (ITW) +4.3%.

Which company is more profitable?

Illinois Tool Works (ITW) has the highest net margin (Stanley Black & Decker (SWK) 4.1%, Emerson Electric (EMR) 13.8%, Illinois Tool Works (ITW) 19.4%). On return on invested capital, Illinois Tool Works (ITW) leads (Stanley Black & Decker (SWK) 6.6%, Emerson Electric (EMR) 10.9%, Illinois Tool Works (ITW) 27.1%).

Which stock has performed better?

Over the past year Stanley Black & Decker (SWK) returned the most: Stanley Black & Decker (SWK) +41.5%, Emerson Electric (EMR) +21.9%, Illinois Tool Works (ITW) +12.3%. Over five years, Emerson Electric (EMR) compounded fastest (Stanley Black & Decker (SWK) -11.8%/yr, Emerson Electric (EMR) +11.0%/yr, Illinois Tool Works (ITW) +4.4%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Stanley Black & Decker (SWK) has the highest dividend yield: Stanley Black & Decker (SWK) 3.35%, Emerson Electric (EMR) 1.38%, Illinois Tool Works (ITW) 2.37%.

Which stock is riskier?

By one-year price volatility, Illinois Tool Works (ITW) has been the steadiest (Stanley Black & Decker (SWK) 36.5%, Emerson Electric (EMR) 31.7%, Illinois Tool Works (ITW) 21.3%). Volatility measures how widely the price swings, not the risk of the business.

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

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Stanley Black & Decker (SWK) leads on 5. 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.