Illinois Tool Works Inc. (ITW) vs United Rentals, Inc. (URI)
ITW leads on 9 of 16 compared metrics.
A side-by-side comparison of Illinois Tool Works Inc. and United Rentals, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of June 30, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).
ITW
Illinois Tool Works Inc.
$267.47Industrials
URI
United Rentals, Inc.
$1122.67Industrials
Total return — ITW vs URI
growth of $100 · last 29yITW +842.5%URI +7384.5%URI compounded faster
Log scale — wide-divergence pair
ITW URI
ITW vs URI: by the numbers
- •ITW is the larger company ($76.95B vs $70.33B market cap).
- •ITW trades at the lower earnings multiple (24.83 vs 28.75 P/E).
- •ITW converts more revenue to profit (19.32% vs 15.32% net margin).
- •URI grew revenue faster over the past five years (14.10% vs 4.71% CAGR).
- •ITW pays the higher dividend yield (2.41% vs 0.70%).
Which is better, ITW or URI?
Metric tally: ITW 9 · URI 7It depends on what you're optimizing for:
ValueITW(lower P/E)
GrowthURI(faster 5Y revenue CAGR)
IncomeITW(higher dividend yield)
QualityITW(higher ROIC)
Metrics side by side
Valuation
| Metric | ITW | URI |
|---|---|---|
| P/E ratio | 24.83● | 28.75 |
| Forward P/E | 23.66 | 23.90 |
| P/S ratio | 4.77 | 4.36● |
| P/B ratio | 23.95 | 7.96● |
| PEG ratio | 2.59 | 1.11● |
| EV / EBITDA | 18.61 | 13.26● |
| FCF yield | 3.54%● | 0.93% |
Profitability
| Metric | ITW | URI |
|---|---|---|
| Gross margin | 44.12%● | 36.25% |
| Operating margin | 26.42%● | 24.67% |
| Net margin | 19.32%● | 15.32% |
| ROE | 97.06%● | 27.95% |
| ROIC | 24.49%● | 10.75% |
Dividends
| Metric | ITW | URI |
|---|---|---|
| Dividend yield | 2.41%● | 0.70% |
| Payout ratio | 61.22% | 20.36% |
Growth (annualized)
| Metric | ITW | URI |
|---|---|---|
| Revenue CAGR (5Y) | 4.71% | 14.10%● |
| EPS CAGR (5Y) | 9.58% | 25.88%● |
| FCF CAGR (5Y) | 1.38%● | -15.74% |
| Total return CAGR (5Y) | 6.05% | 29.89%● |
Frequently asked
- Which is better, ITW or URI?
- It depends on your goal. value: ITW (lower P/E); growth: URI (faster 5Y revenue CAGR); income: ITW (higher dividend yield); quality: ITW (higher ROIC). Across all compared metrics, ITW leads 9 to 7.
- Is ITW or URI cheaper?
- On trailing earnings, ITW is cheaper: ITW trades at a 24.83 P/E and URI at 28.75.
- Which has grown faster, ITW or URI?
- Over the past five years, URI grew revenue faster — ITW at a 4.71% CAGR versus URI at 14.10%.
- Does ITW or URI pay a bigger dividend?
- ITW yields 2.41% and URI yields 0.70% based on trailing dividends and the latest price.
- Is ITW or URI more profitable?
- ITW runs the higher net margin — ITW at 19.32% versus URI at 15.32%.
- Which has been the better investment, ITW or URI?
- Over the past 10-year, URI delivered the higher annualized total return — ITW at 12.70% versus URI at 33.35%. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
Illinois Tool Works P/E ratioUnited Rentals P/E ratioIllinois Tool Works dividend yieldUnited Rentals dividend yieldIllinois Tool Works ROEUnited Rentals ROEIllinois Tool Works operating marginUnited Rentals operating marginIllinois Tool Works revenue growthUnited Rentals revenue growthIllinois Tool Works free cash flowUnited Rentals free cash flow
Illinois Tool Works & United Rentals appear in these rankings
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 30, 2026.