CSX Corporation (CSX) vs Illinois Tool Works Inc. (ITW)

CSX leads on 9 of 17 compared metrics, though ITW is the cheaper stock.

A side-by-side comparison of CSX Corporation and Illinois Tool Works Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of June 14, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).

Total return — CSX vs ITW

growth of $100 · last 30y
CSX +1668.4%ITW +1460.2%CSX compounded faster
05001k2kStart $100200120062011201620212026$1,768$1,560
CSX ITW

CSX vs ITW: by the numbers

  • CSX is the larger company ($88.39B vs $74.06B market cap).
  • ITW trades at the lower earnings multiple (23.90 vs 29.18 P/E).
  • CSX converts more revenue to profit (21.55% vs 19.32% net margin).
  • CSX grew revenue faster over the past five years (6.07% vs 4.71% CAGR).
  • ITW pays the higher dividend yield (2.46% vs 1.14%).

Which is better, CSX or ITW?

Metric tally: CSX 9 · ITW 8

It depends on what you're optimizing for:

ValueITW(lower P/E)
GrowthCSX(faster 5Y revenue CAGR)
IncomeITW(higher dividend yield)
QualityITW(higher ROIC)

Valuation

MetricCSXITW
P/E ratio29.1823.90
Forward P/E21.9222.78
P/S ratio6.264.59
P/B ratio6.5223.05
PEG ratio5.702.50
EV / EBITDA16.4717.79
FCF yield4.66%3.68%

Profitability

MetricCSXITW
Gross margin37.54%44.12%
Operating margin33.45%26.42%
Net margin21.55%19.32%
ROE22.47%97.06%
ROIC8.40%24.49%

Dividends

MetricCSXITW
Dividend yield1.14%2.46%
Payout ratio35.06%60.17%

Growth (annualized)

MetricCSXITW
Revenue CAGR (5Y)6.07%4.71%
EPS CAGR (5Y)5.12%9.58%
FCF CAGR (5Y)8.34%1.38%
Total return CAGR (5Y)9.44%4.45%

Frequently asked

Which is better, CSX or ITW?
It depends on your goal. value: ITW (lower P/E); growth: CSX (faster 5Y revenue CAGR); income: ITW (higher dividend yield); quality: ITW (higher ROIC). Across all compared metrics, CSX leads 9 to 8.
Is CSX or ITW cheaper?
On trailing earnings, ITW is cheaper: CSX trades at a 29.18 P/E and ITW at 23.90.
Which has grown faster, CSX or ITW?
Over the past five years, CSX grew revenue faster — CSX at a 6.07% CAGR versus ITW at 4.71%.
Does CSX or ITW pay a bigger dividend?
CSX yields 1.14% and ITW yields 2.46% based on trailing dividends and the latest price.
Is CSX or ITW more profitable?
CSX runs the higher net margin — CSX at 21.55% versus ITW at 19.32%.
Which has been the better investment, CSX or ITW?
Over the past 10-year, CSX delivered the higher annualized total return — CSX at 19.87% versus ITW at 11.65%. Past performance doesn't predict future results.

Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified June 14, 2026.