Emerson Electric Co. (EMR) vs Illinois Tool Works Inc. (ITW)

A side-by-side comparison of Emerson Electric Co. and Illinois Tool Works Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of July 28, 2026. Differences are shown without an overall score or investment verdict.

Compare

Total returnEMR vs ITW

growth of $100 · dividends reinvested · last 30y
EMR +1471.6%ITW +3172.8%ITW compounded faster
01k2k3kStart $100200120062011201620212026$1,572$3,273
EMR ITW

EMR vs ITW: by the numbers

  • EMR is the larger company ($85.03B vs $84.92B market cap).
  • ITW trades at the lower trailing earnings multiple (26.45 vs 34.48 P/E), one valuation lens rather than an overall verdict.
  • ITW converts more revenue to profit (19.32% vs 13.35% net margin).
  • ITW grew revenue faster over the past five years (4.71% vs 1.43% CAGR).
  • ITW pays the higher dividend yield (2.26% vs 1.47%).

Metrics side by side

Valuation

MetricEMRITW
P/E ratio34.4826.45
Forward P/E22.9525.19
P/S ratio4.595.08
P/B ratio4.1425.50
PEG ratio1.782.76
EV / EBITDA18.7619.70
FCF yield3.71%3.33%

Profitability

MetricEMRITW
Gross margin52.66%44.12%
Operating margin19.96%26.42%
Net margin13.35%19.32%
ROE12.04%97.06%
ROIC7.26%24.49%

Dividends

MetricEMRITW
Dividend yield1.47%2.26%
Payout ratio53.87%61.22%

Growth (annualized)

MetricEMRITW
Revenue CAGR (5Y)1.43%4.71%
EPS CAGR (5Y)4.54%9.58%
FCF CAGR (5Y)0.94%1.38%
Total return CAGR (5Y)11.23%7.07%

Frequently asked

Which has the lower trailing P/E, EMR or ITW?
ITW has the lower trailing P/E: EMR trades at 34.48 and ITW at 26.45. P/E is one valuation measure and does not by itself establish which business is cheaper.
Which has grown faster, EMR or ITW?
Over the past five years, ITW grew revenue faster — EMR at a 1.43% CAGR versus ITW at 4.71%.
Does EMR or ITW pay a bigger dividend?
EMR yields 1.47% and ITW yields 2.26% based on trailing dividends and the latest price.
Is EMR or ITW more profitable?
ITW runs the higher net margin — EMR at 13.35% versus ITW at 19.32%.
How have EMR and ITW total returns compared?
Over the past 10 years, EMR delivered 13.28% and ITW delivered 12.03% annualized total return. 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 July 28, 2026.