Illinois Tool Works Inc. (ITW) compounding analysis
Full-size annual and quarterly year-over-year growth charts for revenue, EPS, operating cash flow, EBITDA, and free cash flow against the 15%, 20%, and 30% bars over 3-, 5-, and 10-year windows, with each metric's valuation multiple vs its own history.
Revenue · 10YDoes not currently clear the 15%+, 20%+, or 30%+ revenue bars over 10Y.
- Score
- 19/100
- 10Y CAGR
- 1.8%
- Median YoY
- 2.2%
- YoY volatility
- σ 9.6pp· smooth
- Quarters ≥ 20%
- 1 of 40
- Negative quarters
- 14
- Valuation vs own 10Y history
- P/S 5.0x · 10Y median 4.4x · 85th percentile · as of Aug 19, 2026
How this score is computed
- Quarters at or above 20%: 1 of 40 → 1 of 40 pts
- Steadiness (typical swing 9.6pp) → 18.1 of 25 pts
- Pace (median 2.2% YoY) → 0 of 20 pts
- Latest quarter (6.1% YoY) → 0 of 15 pts
- Score: 19 of 100
Annualized revenue (TTM) · by quarter, last 40
Quarterly YoY revenue growth vs the 20% line
P/S multiple vs its 10Y median
Across metrics · 10Y
| Metric | 10Y CAGR | Median YoY | YoY σ | Qtrs ≥ 20% | Neg. qtrs |
|---|---|---|---|---|---|
| RevenueRevenue | 1.8% | 2.2% | 9.6pp | 1 of 40 | 14 |
| EPSEPS | 7.4% | 7.9% | 28.1pp | 5 of 39 | 10 |
| Op cash flowOperating cash flow | 3.1% | 2.6% | 27.5pp | 7 of 40 | 18 |
| EBITDAEBITDA | 3.3% | 4.6% | 16.7pp | 1 of 40 | 13 |
| FCFFree cash flow | 3% | 2.3% | 32.1pp | 8 of 40 | 18 |
Reported figures over 10Y: annual-series CAGR, median and standard deviation (σ, percentage points) of quarterly year-over-year growth, quarters at or above 20%, and quarters with negative YoY. “—” means the window needs more comparable data.
Scores, qualification bars, and the 0–100 consistency methodology are documented on the compounders list page →
See also: ITW on the compounders surface · All compounders, ranked