Illinois Tool Works Inc. (ITW) vs Lowe's Companies, Inc. (LOW)

A side-by-side comparison of Illinois Tool Works Inc. and Lowe's Companies, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of September 13, 2026. Differences are shown without an overall score or investment verdict.

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Different business models: ITW is classified in Industrials; LOW is classified in Consumer Cyclical. Margin, capital intensity, and valuation differences should be interpreted in that sector context.

Total returnITW vs LOW

growth of $100 · dividends reinvested · last 10y
ITW +185.1% (+11.0%/yr)LOW +234.6% (+12.8%/yr)LOW compounded faster over this window
100200300400Start $10020182020202220242026$285$335
ITW LOW

ITW vs LOW: by the numbers

  • LOW is the larger company ($111.42B vs $77.48B market cap).
  • LOW trades at the lower trailing earnings multiple (16.80 vs 24.42 P/E), one valuation lens rather than an overall verdict.
  • ITW converts more revenue to profit (19.39% vs 7.34% net margin).
  • ITW grew revenue faster over the past five years (3.30% vs -0.90% CAGR).
  • LOW pays the higher dividend yield (2.46% vs 2.40%).

Metrics side by side

Valuation

MetricITWLOW
P/E ratio24.4216.80
Forward P/E23.5616.18
P/S ratio4.701.23
P/B ratio26.77N/A
EV / EBITDA18.4511.78
FCF yield3.77%6.28%

Profitability

MetricITWLOW
Gross margin44.16%33.08%
Operating margin26.50%11.38%
Net margin19.39%7.34%
ROE110.37%N/A
ROIC24.71%21.02%

Dividends

MetricITWLOW
Dividend yield2.40%2.46%
Payout ratio58.39%41.00%

Growth (annualized)

MetricITWLOW
Revenue CAGR (5Y)3.30%-0.90%
EPS CAGR (5Y)9.58%8.85%
FCF CAGR (5Y)4.41%-3.74%
Total return CAGR (5Y)6.63%1.19%

Frequently asked

Which has the lower trailing P/E, ITW or LOW?
LOW has the lower trailing P/E: ITW trades at 24.42 and LOW at 16.80. P/E is one valuation measure and does not by itself establish which business is cheaper.
Which has grown faster, ITW or LOW?
Over the past five years, ITW grew revenue faster — ITW at a 3.30% CAGR versus LOW at -0.90%.
Does ITW or LOW pay a bigger dividend?
ITW yields 2.40% and LOW yields 2.46% based on trailing dividends and the latest price.
Is ITW or LOW more profitable?
ITW runs the higher net margin — ITW at 19.39% versus LOW at 7.34%.
How have ITW and LOW total returns compared?
Over the past 10 years, ITW delivered 11.35% and LOW delivered 12.70% 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 September 13, 2026.