ITW vs. PCAR: Illinois Tool Works vs. PACCAR Stock Comparison

November 11, 2026

How do Illinois Tool Works (ITW) and PACCAR (PCAR) 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 PACCAR (PCAR) both belong to the Machinery industry, though ITW is classified under Industrial Machinery & Supplies & Components while PCAR falls under Construction Machinery & Heavy Transportation Equipment.

Company profile comparison for Illinois Tool Works (ITW) and PACCAR (PCAR)
Profile Item	ITW	PCAR
Name	Illinois Tool Works Inc.	PACCAR Inc.
Country/Region	United States	United States
GICS Sector	Industrials	Industrials
GICS Industry Group	Capital Goods	Capital Goods
GICS Industry	Machinery	Machinery
GICS Sub-Industry	Industrial Machinery & Supplies & Components	Construction Machinery & Heavy Transportation Equipment
Market Capitalization	79.85 billion USD	53.69 billion USD
Currency	USD	USD
Exchange	NYSE	Nasdaq
Listing Date	March 13, 1973	March 17, 1980
Security Type	Common Stock	Common Stock

Price Performance

Cumulative Growth

ITW

PCAR

GSPC

Illinois Tool Works (ITW) vs. PACCAR (PCAR), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for Illinois Tool Works (ITW) and PACCAR (PCAR). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Illinois Tool Works (ITW) and PACCAR (PCAR). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Illinois Tool Works (ITW) and PACCAR (PCAR)
Metric	ITW	PCAR
Total Return (1Y)	20.29%	9.49%
Total Return (3Y, Annualized)	10.62%	11.04%
Total Return (5Y, Annualized)	6.67%	16.64%

Risk Profile

Drawdown History

ITW

PCAR

GSPC

Illinois Tool Works (ITW) vs. PACCAR (PCAR), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for Illinois Tool Works (ITW) and PACCAR (PCAR). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Illinois Tool Works (ITW) and PACCAR (PCAR)
Metric	ITW	PCAR
Volatility (1Y, Annualized)	22.16%	27.23%
Beta (5Y)	0.91	0.94
Max Drawdown (5Y)	-28.05%	-27.75%
Avg. Volume (3M)	1.27M	3.33M

Risk-Adjusted Performance

Risk-Return Positioning

ITW and PCAR are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for Illinois Tool Works (ITW) and PACCAR (PCAR)
Metric	ITW	PCAR
Sharpe Ratio (1Y)	0.72	0.19
Sortino Ratio (1Y)	1.12	0.30

Profitability

ROE (TTM)

Illinois Tool Works (ITW) at 101.65% clears its industry range for ROE, a sharper capital-efficiency signal than PACCAR (PCAR) at 13.71%, which is closer to a typical peer reading.

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%

PCAR

Capital Goods industry group

13.71%

Max: 40.55%
Q3: 19.29%
PCAR: 13.71%
Median: 12.12%
Q1: 4.08%
Min: -17.12%

Illinois Tool Works (ITW) vs. PACCAR (PCAR): A comparison of their ROE against the Capital Goods industry group benchmark.

Net Margin (TTM)

Illinois Tool Works (ITW) at 19.39% retains a top-quartile share of revenue as profit, ahead of PACCAR (PCAR) at 9.50%, 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%

PCAR

Capital Goods industry group

9.50%

Max: 27.47%
Q3: 12.10%
PCAR: 9.50%
Median: 6.30%
Q1: 1.40%
Min: -12.89%

Illinois Tool Works (ITW) vs. PACCAR (PCAR): A comparison of their net margin against the Capital Goods industry group benchmark.

Operating Margin (TTM)

Illinois Tool Works (ITW) at 28.05% operates in the top operating margin quartile, ahead of PACCAR (PCAR) at 12.59%, 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%

PCAR

Capital Goods industry group

12.59%

Max: 36.60%
Q3: 18.33%
PCAR: 12.59%
Median: 11.12%
Q1: 5.14%
Min: -12.63%

Illinois Tool Works (ITW) vs. PACCAR (PCAR): A comparison of their operating margin against the Capital Goods industry group benchmark.

Profitability Metrics

Profitability metrics for Illinois Tool Works (ITW) and PACCAR (PCAR)
Metric	ITW	PCAR
ROE (TTM)	101.65%	13.71%
ROA (TTM)	17.13%	4.53%
Net Margin (TTM)	19.39%	9.50%
Operating Margin (TTM)	28.05%	12.59%
Gross Margin (TTM)	44.32%	14.21%

Growth

Revenue Growth

Both Illinois Tool Works (ITW) at 0.92% and PACCAR (PCAR) at -15.50% post bottom-quartile revenue growth versus peers, pointing to weaker demand or pricing momentum than typical rivals.

Illinois Tool Works (ITW) vs. PACCAR (PCAR): A comparison of their Revenue Growth across different time periods.

EPS Growth

Illinois Tool Works (ITW) at -10.42% is around its peer norm for EPS growth, while PACCAR (PCAR) at -42.91% drops into the bottom quartile, signaling weaker earnings momentum.

Illinois Tool Works (ITW) vs. PACCAR (PCAR): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Illinois Tool Works (ITW) and PACCAR (PCAR)
Metric	ITW	PCAR
Revenue Growth (YoY)	0.92%	-15.50%
Revenue Growth (3Y CAGR)	0.23%	-0.44%
EPS Growth (YoY)	-10.42%	-42.91%
EPS Growth (3Y CAGR)	2.40%	-7.80%

Financial Strength

Current Ratio (MRQ)

PACCAR (PCAR) at 5.47 carries current ratio above its industry’s typical mid-range, while Illinois Tool Works (ITW) at 1.29 runs in the tighter-liquidity quartile — different working-capital profiles, both worth examining.

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

PCAR

Capital Goods industry group

5.47

PCAR: 5.47
Max: 5.22
Q3: 2.95
Median: 2.08
Q1: 1.43
Min: 0.36

Illinois Tool Works (ITW) vs. PACCAR (PCAR): A comparison of their current ratio against the Capital Goods industry group benchmark.

Debt / Equity (MRQ)

PACCAR (PCAR) at 0.72 is near its industry mid-range for debt-to-equity ratio, while Illinois Tool Works (ITW) at 2.98 sits above its benchmark range, pointing to a heavier debt load relative to equity.

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

PCAR

Capital Goods industry group

0.72

Max: 2.33
Q3: 1.12
PCAR: 0.72
Median: 0.60
Q1: 0.29
Min: 0.00

Illinois Tool Works (ITW) vs. PACCAR (PCAR): A comparison of their debt-to-equity ratio against the Capital Goods industry group benchmark.

Financial Strength Metrics

Financial strength metrics for Illinois Tool Works (ITW) and PACCAR (PCAR)
Metric	ITW	PCAR
Current Ratio (MRQ)	1.29	5.47
Debt / Equity (MRQ)	2.98	0.72
Net Debt / EBITDA	1.76	1.62

Dividends

Dividend Yield (TTM)

Both Illinois Tool Works (ITW) at 2.29% and PACCAR (PCAR) at 1.30% 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%

PCAR

Capital Goods industry group

1.30%

Max: 2.66%
PCAR: 1.30%
Q3: 1.14%
Median: 0.24%
Q1: 0.00%
Min: 0.00%

Illinois Tool Works (ITW) vs. PACCAR (PCAR): A comparison of their dividend yield against the Capital Goods industry group benchmark.

Dividend Payout Ratio (TTM)

PACCAR (PCAR) at 25.95% 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%

PCAR

Capital Goods industry group

25.95%

Max: 67.39%
Q3: 28.02%
PCAR: 25.95%
Median: 6.86%
Q1: 0.00%
Min: 0.00%

Illinois Tool Works (ITW) vs. PACCAR (PCAR): A comparison of their payout ratio against the Capital Goods industry group benchmark.

Dividend Metrics

Dividend metrics for Illinois Tool Works (ITW) and PACCAR (PCAR)
Metric	ITW	PCAR
Dividend Yield (TTM)	2.29%	1.30%
Dividend Payout Ratio (TTM)	58.43%	25.95%

Valuation

P/E Ratio (TTM)

PACCAR (PCAR) at 19.46 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 PCAR, 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

PCAR

Capital Goods industry group

19.46

Max: 59.38
Q3: 35.92
Median: 25.41
Q1: 19.47
PCAR: 19.46
Min: 3.03

Illinois Tool Works (ITW) vs. PACCAR (PCAR): A comparison of their P/E ratio against the Capital Goods industry group benchmark.

P/S Ratio (TTM)

PACCAR (PCAR) at 1.85 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

PCAR

Capital Goods industry group

1.85

Max: 7.54
Q3: 3.76
Median: 2.15
PCAR: 1.85
Q1: 1.03
Min: 0.03

Illinois Tool Works (ITW) vs. PACCAR (PCAR): A comparison of their P/S ratio against the Capital Goods industry group benchmark.

P/B Ratio (MRQ)

PACCAR (PCAR) at 2.57 sits near its industry’s typical P/B ratio, while Illinois Tool Works (ITW) at 25.42 prices above its benchmark range — ITW looks rich relative to book.

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

PCAR

Capital Goods industry group

2.57

Max: 9.66
Q3: 5.00
Median: 3.12
PCAR: 2.57
Q1: 1.81
Min: -1.08

Illinois Tool Works (ITW) vs. PACCAR (PCAR): A comparison of their P/B ratio against the Capital Goods industry group benchmark.

Valuation Metrics

Valuation metrics for Illinois Tool Works (ITW) and PACCAR (PCAR)
Metric	ITW	PCAR
P/E Ratio (TTM)	25.06	19.46
P/S Ratio (TTM)	4.80	1.85
P/B Ratio (MRQ)	25.42	2.57
Free Cash Flow Yield (TTM)	2.89%	3.23%