ITW vs. MAS: Illinois Tool Works vs. Masco Stock Comparison
How do Illinois Tool Works (ITW) and Masco (MAS) 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
Illinois Tool Works (ITW) and Masco (MAS) both fall under the Capital Goods industry group, but ITW is classified in Machinery while MAS is classified in Building Products.
| Profile Item | ITW | MAS |
|---|---|---|
| Name | Illinois Tool Works Inc. | Masco Corporation |
| Country/Region | United States | United States |
| GICS Sector | Industrials | Industrials |
| GICS Industry Group | Capital Goods | Capital Goods |
| GICS Industry | Machinery | Building Products |
| GICS Sub-Industry | Industrial Machinery & Supplies & Components | Building Products |
| Market Capitalization | 79.85 billion USD | 15.85 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | March 13, 1973 | March 17, 1980 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | ITW | MAS |
|---|---|---|
| Total Return (1Y) | 20.29% | 40.92% |
| Total Return (3Y, Annualized) | 10.62% | 17.66% |
| Total Return (5Y, Annualized) | 6.67% | 7.57% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | ITW | MAS |
|---|---|---|
| Volatility (1Y, Annualized) | 22.16% | 36.68% |
| Beta (5Y) | 0.91 | 1.19 |
| Max Drawdown (5Y) | -28.05% | -37.95% |
| Avg. Volume (3M) | 1.27M | 2.20M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | ITW | MAS |
|---|---|---|
| Sharpe Ratio (1Y) | 0.72 | 1.00 |
| Sortino Ratio (1Y) | 1.12 | 1.60 |
Profitability
ROE (TTM)
Capital efficiency shows on one side only: Illinois Tool Works (ITW) earns 101.65% on shareholders’ equity, ranked against its industry; Masco (MAS) has no ROE this period.
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%
MAS
Capital Goods industry group
--
- Max
- 40.55%
- Q3
- 19.29%
- Median
- 12.12%
- Q1
- 4.08%
- Min
- -17.12%
- MAS
- --
Net Margin (TTM)
Illinois Tool Works (ITW) at 19.39% retains a top-quartile share of revenue as profit, ahead of Masco (MAS) at 12.08%, which keeps about the industry-typical share.
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%
MAS
Capital Goods industry group
12.08%
- Max
- 27.47%
- Q3
- 12.10%
- MAS
- 12.08%
- 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 Masco (MAS) at 17.24%, which runs around its industry’s norm.
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%
MAS
Capital Goods industry group
17.24%
- Max
- 36.60%
- Q3
- 18.33%
- MAS
- 17.24%
- Median
- 11.12%
- Q1
- 5.14%
- Min
- -12.63%
Profitability Metrics
| Metric | ITW | MAS |
|---|---|---|
| ROE (TTM) | 101.65% | -- |
| ROA (TTM) | 17.13% | 15.25% |
| Net Margin (TTM) | 19.39% | 12.08% |
| Operating Margin (TTM) | 28.05% | 17.24% |
| Gross Margin (TTM) | 44.32% | 36.61% |
Growth
Revenue Growth
Both Illinois Tool Works (ITW) at 0.92% and Masco (MAS) at -3.40% post bottom-quartile revenue growth versus peers, pointing to weaker demand or pricing momentum than typical rivals.
EPS Growth
Both Illinois Tool Works (ITW) at -10.42% and Masco (MAS) at 2.66% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.
Growth Metrics
| Metric | ITW | MAS |
|---|---|---|
| Revenue Growth (YoY) | 0.92% | -3.40% |
| Revenue Growth (3Y CAGR) | 0.23% | -4.49% |
| EPS Growth (YoY) | -10.42% | 2.66% |
| EPS Growth (3Y CAGR) | 2.40% | 2.07% |
Financial Strength
Current Ratio (MRQ)
Masco (MAS) at 1.83 keeps current ratio within its industry’s typical mid-range, while Illinois Tool Works (ITW) at 1.29 runs in the tighter-liquidity quartile — a thinner cushion against current liabilities for ITW.
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
MAS
Capital Goods industry group
1.83
- Max
- 5.22
- Q3
- 2.95
- Median
- 2.08
- MAS
- 1.83
- Q1
- 1.43
- Min
- 0.36
Debt / Equity (MRQ)
Only one side’s leverage can be read here: Illinois Tool Works (ITW) carries debt-to-equity ratio of 2.98 against its industry range, while Masco (MAS) reports no figure this period.
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
MAS
Capital Goods industry group
--
- Max
- 2.33
- Q3
- 1.12
- Median
- 0.60
- Q1
- 0.29
- Min
- 0.00
- MAS
- --
Financial Strength Metrics
| Metric | ITW | MAS |
|---|---|---|
| Current Ratio (MRQ) | 1.29 | 1.83 |
| Debt / Equity (MRQ) | 2.98 | -- |
| Net Debt / EBITDA | 1.76 | 1.98 |
Dividends
Dividend Yield (TTM)
Both Illinois Tool Works (ITW) at 2.29% and Masco (MAS) at 1.52% offer top-quartile dividend income relative to share price within their industries.
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%
MAS
Capital Goods industry group
1.52%
- Max
- 2.66%
- MAS
- 1.52%
- Q3
- 1.14%
- Median
- 0.24%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Masco (MAS) at 27.55% 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.
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%
MAS
Capital Goods industry group
27.55%
- Max
- 67.39%
- Q3
- 28.02%
- MAS
- 27.55%
- Median
- 6.86%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | ITW | MAS |
|---|---|---|
| Dividend Yield (TTM) | 2.29% | 1.52% |
| Dividend Payout Ratio (TTM) | 58.43% | 27.55% |
Valuation
P/E Ratio (TTM)
Masco (MAS) at 17.84 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 MAS, though growth and earnings durability still matter.
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
MAS
Capital Goods industry group
17.84
- Max
- 59.38
- Q3
- 35.92
- Median
- 25.41
- Q1
- 19.47
- MAS
- 17.84
- Min
- 3.03
P/S Ratio (TTM)
Masco (MAS) at 2.07 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.
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
MAS
Capital Goods industry group
2.07
- Max
- 7.54
- Q3
- 3.76
- Median
- 2.15
- MAS
- 2.07
- Q1
- 1.03
- Min
- 0.03
P/B Ratio (MRQ)
Masco (MAS) reports a negative P/B ratio of -35.38, meaning negative book equity — the multiple itself is not meaningful for valuation. Meanwhile Illinois Tool Works (ITW) reports 25.42, ranking against industry peers normally.
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
MAS
Capital Goods industry group
-35.38
- Max
- 9.66
- Q3
- 5.00
- Median
- 3.12
- Q1
- 1.81
- Min
- -1.08
- MAS
- -35.38
Valuation Metrics
| Metric | ITW | MAS |
|---|---|---|
| P/E Ratio (TTM) | 25.06 | 17.84 |
| P/S Ratio (TTM) | 4.80 | 2.07 |
| P/B Ratio (MRQ) | 25.42 | -35.38 |
| Free Cash Flow Yield (TTM) | 2.89% | 5.15% |