ITW reported third-quarter organic sales growth of 5% year over year excluding a one-off tornado impact. Earnings per share grew around 6.8% primarily from 40 basis points of margin expansion.
ITW’s long-term incentive plan is based partially on the company’s return on invested capital, a metric we think encourages management to grow the business responsibly and efficiently.
ITW’s growth profile has not meaningfully improved from a decade ago, a period during which ITW’s organic top line grew below GDP.
Metric | ITW | AME | DD |
|---|---|---|---|
Price/Earnings (Normalized) | 25.19 | 29.28 | 22.00 |
Price/Book Value | 26.02 | 4.75 | 1.50 |
Price/Sales | 4.97 | 6.80 | 3.93 |
Price/Cash Flow | 22.22 | 27.21 | 71.23 |
Metric | ITW | AME | DD |
|---|---|---|---|
Quick Ratio | 0.85 | 0.76 | 1.68 |
Current Ratio | 1.29 | 1.43 | 2.36 |
Interest Coverage | 14.43 | 18.42 | 4.10 |
Metric | ITW | AME | DD |
|---|---|---|---|
Return on Assets (Normalized) | 20.16% | 9.55% | 3.90% |
Return on Equity (Normalized) | 104.71% | 15.20% | 6.13% |
Return on Invested Capital (Normalized) | 28.15% | 12.49% | 5.02% |
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