EME vs. ITW: EMCOR vs. Illinois Tool Works Stock Comparison
How do EMCOR (EME) and Illinois Tool Works (ITW) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.
Company Profile
EMCOR (EME) and Illinois Tool Works (ITW) both fall under the Capital Goods industry group, but EME is classified in Construction & Engineering while ITW is classified in Machinery.
| Profile Item | EME | ITW |
|---|---|---|
| Name | EMCOR Group, Inc. | Illinois Tool Works Inc. |
| Country/Region | United States | United States |
| GICS Sector | Industrials | Industrials |
| GICS Industry Group | Capital Goods | Capital Goods |
| GICS Industry | Construction & Engineering | Machinery |
| GICS Sub-Industry | Construction & Engineering | Industrial Machinery & Supplies & Components |
| Market Capitalization | 26.64 billion USD | 79.85 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | January 10, 1995 | March 13, 1973 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | EME | ITW |
|---|---|---|
| Total Return (1Y) | 0.07% | 20.29% |
| Total Return (3Y, Annualized) | 46.16% | 10.62% |
| Total Return (5Y, Annualized) | 38.01% | 6.67% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | EME | ITW |
|---|---|---|
| Volatility (1Y, Annualized) | 43.79% | 22.16% |
| Beta (5Y) | 1.17 | 0.91 |
| Max Drawdown (5Y) | -36.85% | -28.05% |
| Avg. Volume (3M) | 402.73K | 1.27M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | EME | ITW |
|---|---|---|
| Sharpe Ratio (1Y) | -0.10 | 0.72 |
| Sortino Ratio (1Y) | -0.14 | 1.12 |
Profitability
ROE (TTM)
Both companies show strong equity returns, but Illinois Tool Works (ITW) at 101.65% is the standout with ROE above its industry range; EMCOR (EME) at 40.55% also sits in the top quartile.
EME
Capital Goods industry group
40.55%
- EME
- 40.55%
- Max
- 40.55%
- Q3
- 19.29%
- Median
- 12.12%
- Q1
- 4.08%
- Min
- -17.12%
ITW
Capital Goods industry group
101.65%
- ITW
- 101.65%
- Max
- 40.55%
- Q3
- 19.29%
- Median
- 12.12%
- Q1
- 4.08%
- Min
- -17.12%
Net Margin (TTM)
Illinois Tool Works (ITW) at 19.39% retains a top-quartile share of revenue as profit, ahead of EMCOR (EME) at 7.78%, which keeps about the industry-typical share.
EME
Capital Goods industry group
7.78%
- Max
- 27.47%
- Q3
- 12.10%
- EME
- 7.78%
- Median
- 6.30%
- Q1
- 1.40%
- Min
- -12.89%
ITW
Capital Goods industry group
19.39%
- Max
- 27.47%
- ITW
- 19.39%
- Q3
- 12.10%
- Median
- 6.30%
- Q1
- 1.40%
- Min
- -12.89%
Operating Margin (TTM)
Illinois Tool Works (ITW) at 28.05% operates in the top operating margin quartile, ahead of EMCOR (EME) at 10.46%, which runs around its industry’s norm.
EME
Capital Goods industry group
10.46%
- Max
- 36.60%
- Q3
- 18.33%
- Median
- 11.12%
- EME
- 10.46%
- Q1
- 5.14%
- Min
- -12.63%
ITW
Capital Goods industry group
28.05%
- Max
- 36.60%
- ITW
- 28.05%
- Q3
- 18.33%
- Median
- 11.12%
- Q1
- 5.14%
- Min
- -12.63%
Profitability Metrics
| Metric | EME | ITW |
|---|---|---|
| ROE (TTM) | 40.55% | 101.65% |
| ROA (TTM) | 12.33% | 17.13% |
| Net Margin (TTM) | 7.78% | 19.39% |
| Operating Margin (TTM) | 10.46% | 28.05% |
| Gross Margin (TTM) | 19.59% | 44.32% |
Growth
Revenue Growth
EMCOR (EME) at 16.62% is around its peer norm for revenue growth, while Illinois Tool Works (ITW) at 0.92% drops into the bottom quartile, signaling weaker demand or pricing momentum.
EPS Growth
EMCOR (EME) at 30.99% sits in the top EPS growth quartile, while Illinois Tool Works (ITW) at -10.42% is closer to the peer norm — faster per-share earnings growth for EME.
Growth Metrics
| Metric | EME | ITW |
|---|---|---|
| Revenue Growth (YoY) | 16.62% | 0.92% |
| Revenue Growth (3Y CAGR) | 15.32% | 0.23% |
| EPS Growth (YoY) | 30.99% | -10.42% |
| EPS Growth (3Y CAGR) | 51.54% | 2.40% |
Financial Strength
Current Ratio (MRQ)
Both EMCOR (EME) at 1.17 and Illinois Tool Works (ITW) at 1.29 run current ratio in the tighter-liquidity quartile of industry peers, leaving thinner cushions against current liabilities than typical competitors.
EME
Capital Goods industry group
1.17
- Max
- 5.22
- Q3
- 2.95
- Median
- 2.08
- Q1
- 1.43
- EME
- 1.17
- Min
- 0.36
ITW
Capital Goods industry group
1.29
- Max
- 5.22
- Q3
- 2.95
- Median
- 2.08
- Q1
- 1.43
- ITW
- 1.29
- Min
- 0.36
Debt / Equity (MRQ)
EMCOR (EME) at 0.13 keeps leverage in the lower quartile, while Illinois Tool Works (ITW) at 2.98 is above its industry debt-to-equity ratio range.
EME
Capital Goods industry group
0.13
- Max
- 2.33
- Q3
- 1.12
- Median
- 0.60
- Q1
- 0.29
- EME
- 0.13
- Min
- 0.00
ITW
Capital Goods industry group
2.98
- ITW
- 2.98
- Max
- 2.33
- Q3
- 1.12
- Median
- 0.60
- Q1
- 0.29
- Min
- 0.00
Financial Strength Metrics
| Metric | EME | ITW |
|---|---|---|
| Current Ratio (MRQ) | 1.17 | 1.29 |
| Debt / Equity (MRQ) | 0.13 | 2.98 |
| Net Debt / EBITDA | -0.10 | 1.76 |
Dividends
Dividend Yield (TTM)
Illinois Tool Works (ITW) at 2.29% delivers top-quartile income for its industry, while EMCOR (EME) at 0.07% pays a more typical yield — both are credible income propositions, ITW the richer one.
EME
Capital Goods industry group
0.07%
- Max
- 2.66%
- Q3
- 1.14%
- Median
- 0.24%
- EME
- 0.07%
- Q1
- 0.00%
- Min
- 0.00%
ITW
Capital Goods industry group
2.29%
- Max
- 2.66%
- ITW
- 2.29%
- Q3
- 1.14%
- Median
- 0.24%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
EMCOR (EME) at 4.19% pays out a band-typical share of earnings, while Illinois Tool Works (ITW) at 58.43% distributes more than its industry norm — less retained, thinner cover.
EME
Capital Goods industry group
4.19%
- Max
- 67.39%
- Q3
- 28.02%
- Median
- 6.86%
- EME
- 4.19%
- Q1
- 0.00%
- Min
- 0.00%
ITW
Capital Goods industry group
58.43%
- Max
- 67.39%
- ITW
- 58.43%
- Q3
- 28.02%
- Median
- 6.86%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | EME | ITW |
|---|---|---|
| Dividend Yield (TTM) | 0.07% | 2.29% |
| Dividend Payout Ratio (TTM) | 4.19% | 58.43% |
Valuation
P/E Ratio (TTM)
EMCOR (EME) at 17.59 sits in the cheaper P/E ratio quartile, while Illinois Tool Works (ITW) at 25.06 is closer to its industry’s usual earnings multiple — a discount for EME, though growth and earnings durability still matter.
EME
Capital Goods industry group
17.59
- Max
- 59.38
- Q3
- 35.92
- Median
- 25.41
- Q1
- 19.47
- EME
- 17.59
- Min
- 3.03
ITW
Capital Goods industry group
25.06
- Max
- 59.38
- Q3
- 35.92
- Median
- 25.41
- ITW
- 25.06
- Q1
- 19.47
- Min
- 3.03
P/S Ratio (TTM)
EMCOR (EME) at 1.34 is priced about in line with its industry on P/S ratio, while Illinois Tool Works (ITW) at 4.80 sits in the pricier quartile — ITW costs more per dollar of sales.
EME
Capital Goods industry group
1.34
- Max
- 7.54
- Q3
- 3.76
- Median
- 2.15
- EME
- 1.34
- Q1
- 1.03
- Min
- 0.03
ITW
Capital Goods industry group
4.80
- Max
- 7.54
- ITW
- 4.80
- Q3
- 3.76
- Median
- 2.15
- Q1
- 1.03
- Min
- 0.03
P/B Ratio (MRQ)
Both look rich against book: EMCOR (EME) at 6.26 sits in the upper P/B ratio quartile, and Illinois Tool Works (ITW) at 25.42 prices even higher, above its industry range.
EME
Capital Goods industry group
6.26
- Max
- 9.66
- EME
- 6.26
- Q3
- 5.00
- Median
- 3.12
- Q1
- 1.81
- Min
- -1.08
ITW
Capital Goods industry group
25.42
- ITW
- 25.42
- Max
- 9.66
- Q3
- 5.00
- Median
- 3.12
- Q1
- 1.81
- Min
- -1.08
Valuation Metrics
| Metric | EME | ITW |
|---|---|---|
| P/E Ratio (TTM) | 17.59 | 25.06 |
| P/S Ratio (TTM) | 1.34 | 4.80 |
| P/B Ratio (MRQ) | 6.26 | 25.42 |
| Free Cash Flow Yield (TTM) | 4.82% | 2.89% |