FAST vs. ITW: Fastenal vs. Illinois Tool Works Stock Comparison
How do Fastenal (FAST) 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
Fastenal (FAST) and Illinois Tool Works (ITW) both fall under the Capital Goods industry group, but FAST is classified in Trading Companies & Distributors while ITW is classified in Machinery.
| Profile Item | FAST | ITW |
|---|---|---|
| Name | Fastenal Co. | Illinois Tool Works Inc. |
| Country/Region | United States | United States |
| GICS Sector | Industrials | Industrials |
| GICS Industry Group | Capital Goods | Capital Goods |
| GICS Industry | Trading Companies & Distributors | Machinery |
| GICS Sub-Industry | Trading Companies & Distributors | Industrial Machinery & Supplies & Components |
| Market Capitalization | 54.07 billion USD | 77.02 billion USD |
| Currency | USD | USD |
| Exchange | Nasdaq | NYSE |
| Listing Date | August 20, 1987 | March 13, 1973 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Performance Metrics
| Metric | FAST | ITW |
|---|---|---|
| Total Return (1Y) | 16.43% | 11.24% |
Risk Profile
Drawdown History
Risk Metrics
| Metric | FAST | ITW |
|---|---|---|
| Volatility (1Y, Annualized) | 25.12% | 20.78% |
| Beta (5Y) | 0.71 | 0.98 |
| Avg. Volume (3M) | 7.16M | 1.37M |
Risk-Adjusted Performance
Risk-Return Positioning
Profitability
ROE (TTM)
Both companies show strong equity returns, but Illinois Tool Works (ITW) at 96.85% is the standout with ROE above its industry range; Fastenal (FAST) at 33.84% also sits in the top quartile.
FAST
Capital Goods industry group
33.84%
- Max
- 45.43%
- FAST
- 33.84%
- Q3
- 20.07%
- Median
- 11.35%
- Q1
- 3.04%
- Min
- -19.79%
ITW
Capital Goods industry group
96.85%
- ITW
- 96.85%
- Max
- 45.43%
- Q3
- 20.07%
- Median
- 11.35%
- Q1
- 3.04%
- Min
- -19.79%
Net Margin (TTM)
For every dollar of sales, both Fastenal (FAST) at 15.39% and Illinois Tool Works (ITW) at 19.32% retain more as net profit than most peers, landing in the top net margin quartile of their industries.
FAST
Capital Goods industry group
15.39%
- Max
- 24.69%
- FAST
- 15.39%
- Q3
- 11.56%
- Median
- 5.93%
- Q1
- 0.85%
- Min
- -13.94%
ITW
Capital Goods industry group
19.32%
- Max
- 24.69%
- ITW
- 19.32%
- Q3
- 11.56%
- Median
- 5.93%
- Q1
- 0.85%
- Min
- -13.94%
Operating Margin (TTM)
Both Fastenal (FAST) at 20.33% and Illinois Tool Works (ITW) at 25.67% convert sales into operating profit at a top-quartile rate, pointing to tighter cost discipline before financing and tax.
FAST
Capital Goods industry group
20.33%
- Max
- 29.84%
- FAST
- 20.33%
- Q3
- 15.92%
- Median
- 8.27%
- Q1
- 1.86%
- Min
- -17.50%
ITW
Capital Goods industry group
25.67%
- Max
- 29.84%
- ITW
- 25.67%
- Q3
- 15.92%
- Median
- 8.27%
- Q1
- 1.86%
- Min
- -17.50%
Profitability Metrics
| Metric | FAST | ITW |
|---|---|---|
| ROE (TTM) | 33.84% | 96.85% |
| ROA (TTM) | 21.20% | 17.05% |
| Net Margin (TTM) | 15.39% | 19.32% |
| Operating Margin (TTM) | 20.33% | 25.67% |
| Gross Margin (TTM) | 44.89% | 44.12% |
Growth
Revenue Growth
Revenue Growth Metrics
| Metric | FAST | ITW |
|---|---|---|
| Revenue Growth (YoY) | 8.67% | 0.92% |
| Revenue Growth (3Y CAGR) | 5.52% | 0.23% |
EPS Growth
EPS Growth Metrics
| Metric | FAST | ITW |
|---|---|---|
| EPS Growth (YoY) | 9.00% | -10.42% |
| EPS Growth (3Y CAGR) | 4.87% | 2.40% |
Financial Strength
Current Ratio (MRQ)
Fastenal (FAST) at 4.39 carries current ratio above its industry’s typical mid-range, while Illinois Tool Works (ITW) at 1.19 runs in the tighter-liquidity quartile — different working-capital profiles, both worth examining.
FAST
Capital Goods industry group
4.39
- Max
- 5.24
- FAST
- 4.39
- Q3
- 2.97
- Median
- 2.11
- Q1
- 1.45
- Min
- 0.71
ITW
Capital Goods industry group
1.19
- Max
- 5.24
- Q3
- 2.97
- Median
- 2.11
- Q1
- 1.45
- ITW
- 1.19
- Min
- 0.71
Debt / Equity (MRQ)
Fastenal (FAST) at 0.11 keeps leverage in the lower quartile, while Illinois Tool Works (ITW) at 2.83 is above its industry debt-to-equity ratio range.
FAST
Capital Goods industry group
0.11
- Max
- 2.29
- Q3
- 1.08
- Median
- 0.62
- Q1
- 0.28
- FAST
- 0.11
- Min
- 0.00
ITW
Capital Goods industry group
2.83
- ITW
- 2.83
- Max
- 2.29
- Q3
- 1.08
- Median
- 0.62
- Q1
- 0.28
- Min
- 0.00
Financial Strength Metrics
| Metric | FAST | ITW |
|---|---|---|
| Current Ratio (MRQ) | 4.39 | 1.19 |
| Debt / Equity (MRQ) | 0.11 | 2.83 |
| Net Debt / EBITDA | 0.07 | 1.76 |
Dividends
Dividend Yield (TTM)
Both Fastenal (FAST) at 1.92% and Illinois Tool Works (ITW) at 2.34% offer top-quartile dividend income relative to share price within their industries.
FAST
Capital Goods industry group
1.92%
- Max
- 2.34%
- FAST
- 1.92%
- Q3
- 1.00%
- Median
- 0.15%
- Q1
- 0.00%
- Min
- 0.00%
ITW
Capital Goods industry group
2.34%
- ITW
- 2.34%
- Max
- 2.34%
- Q3
- 1.00%
- Median
- 0.15%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Both pay out more than their industries’ typical bands, and FAST more so: Illinois Tool Works (ITW) at 58.77% sits above the band, while Fastenal (FAST) at 79.65% exceeds every peer in its group.
FAST
Capital Goods industry group
79.65%
- FAST
- 79.65%
- Max
- 72.02%
- Q3
- 29.56%
- Median
- 6.41%
- Q1
- 0.00%
- Min
- 0.00%
ITW
Capital Goods industry group
58.77%
- Max
- 72.02%
- ITW
- 58.77%
- Q3
- 29.56%
- Median
- 6.41%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | FAST | ITW |
|---|---|---|
| Dividend Yield (TTM) | 1.92% | 2.34% |
| Dividend Payout Ratio (TTM) | 79.65% | 58.77% |
Valuation
P/E Ratio (TTM)
Both Fastenal (FAST) at 41.68 and Illinois Tool Works (ITW) at 24.88 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.
FAST
Capital Goods industry group
41.68
- Max
- 89.28
- Q3
- 51.81
- FAST
- 41.68
- Median
- 33.98
- Q1
- 23.50
- Min
- 6.12
ITW
Capital Goods industry group
24.88
- Max
- 89.28
- Q3
- 51.81
- Median
- 33.98
- ITW
- 24.88
- Q1
- 23.50
- Min
- 6.12
P/S Ratio (TTM)
Illinois Tool Works (ITW) at 4.75 is priced about in line with its industry on P/S ratio, while Fastenal (FAST) at 6.40 sits in the pricier quartile — FAST costs more per dollar of sales.
FAST
Capital Goods industry group
6.40
- Max
- 9.89
- FAST
- 6.40
- Q3
- 4.89
- Median
- 2.76
- Q1
- 1.29
- Min
- 0.04
ITW
Capital Goods industry group
4.75
- Max
- 9.89
- Q3
- 4.89
- ITW
- 4.75
- Median
- 2.76
- Q1
- 1.29
- Min
- 0.04
P/B Ratio (MRQ)
Both look rich against book: Fastenal (FAST) at 13.55 sits in the upper P/B ratio quartile, and Illinois Tool Works (ITW) at 23.85 prices even higher, above its industry range.
FAST
Capital Goods industry group
13.55
- FAST
- 13.55
- Max
- 13.55
- Q3
- 6.81
- Median
- 3.86
- Q1
- 2.14
- Min
- -2.32
ITW
Capital Goods industry group
23.85
- ITW
- 23.85
- Max
- 13.55
- Q3
- 6.81
- Median
- 3.86
- Q1
- 2.14
- Min
- -2.32
Valuation Metrics
| Metric | FAST | ITW |
|---|---|---|
| P/E Ratio (TTM) | 41.68 | 24.88 |
| P/S Ratio (TTM) | 6.40 | 4.75 |
| P/B Ratio (MRQ) | 13.55 | 23.85 |
| Free Cash Flow Yield (TTM) | 1.67% | 2.88% |