Industrial - Machinery
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5 / 10Stock Comparison
ITT vs HON vs EMR vs ROK vs XYL
Revenue, margins, valuation, and 5-year total return — side by side.
Conglomerates
Industrial - Machinery
Industrial - Machinery
Industrial - Machinery
ITT vs HON vs EMR vs ROK vs XYL — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | |||||
|---|---|---|---|---|---|
| Industry | Industrial - Machinery | Conglomerates | Industrial - Machinery | Industrial - Machinery | Industrial - Machinery |
| Market Cap | $18.43B | $135.04B | $79.14B | $51.00B | $27.04B |
| Revenue (TTM) | $4.24B | $36.76B | $18.32B | $8.80B | $9.09B |
| Net Income (TTM) | $458M | $4.10B | $2.44B | $1.09B | $973M |
| Gross Margin | 35.5% | 36.9% | 52.7% | 52.5% | 38.6% |
| Operating Margin | 15.9% | 14.9% | 19.8% | 19.1% | 13.6% |
| Forward P/E | 26.8x | 20.2x | 21.7x | 35.4x | 20.6x |
| Total Debt | $927M | $34.58B | $13.76B | $3.65B | $1.94B |
| Cash & Equiv. | $1.74B | $12.49B | $1.54B | $468M | $1.48B |
ITT vs HON vs EMR vs ROK vs XYL — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| ITT Inc. (ITT) | 100 | 357.3 | +257.3% |
| Honeywell Internati… (HON) | 100 | 146.1 | +46.1% |
| Emerson Electric Co. (EMR) | 100 | 231.5 | +131.5% |
| Rockwell Automation… (ROK) | 100 | 210.0 | +110.0% |
| Xylem Inc. (XYL) | 100 | 171.5 | +71.5% |
Price return only. Dividends and distributions are not included.
Quick Verdict: ITT vs HON vs EMR vs ROK vs XYL
Each card shows where this stock fits in a portfolio — not just who wins on paper.
ITT ranks third and is worth considering specifically for growth exposure and long-term compounding.
- Rev growth 8.5%, EPS growth -3.0%, 3Y rev CAGR 9.6%
- 5.3% 10Y total return vs ROK's 346.0%
- PEG 0.55 vs HON's 11.03
- 8.5% revenue growth vs ROK's 1.0%
HON carries the broadest edge in this set and is the clearest fit for income & stability and defensive.
- Dividend streak 15 yrs, beta 0.74, yield 2.2%
- Beta 0.74, yield 2.2%, current ratio 1.32x
- Lower P/E (20.2x vs 20.6x)
- Beta 0.74 vs EMR's 1.57
EMR is the clearest fit if your priority is quality.
- 13.3% margin vs XYL's 10.7%
ROK is the #2 pick in this set and the best alternative if momentum and efficiency is your priority.
- +57.7% vs XYL's -6.4%
- 9.7% ROA vs HON's 5.3%, ROIC 15.1% vs 12.6%
XYL is the clearest fit if your priority is sleep-well-at-night.
- Lower volatility, beta 0.90, Low D/E 16.5%, current ratio 1.63x
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 8.5% revenue growth vs ROK's 1.0% | |
| Value | Lower P/E (20.2x vs 20.6x) | |
| Quality / Margins | 13.3% margin vs XYL's 10.7% | |
| Stability / Safety | Beta 0.74 vs EMR's 1.57 | |
| Dividends | 2.2% yield, 15-year raise streak, vs EMR's 1.5% | |
| Momentum (1Y) | +57.7% vs XYL's -6.4% | |
| Efficiency (ROA) | 9.7% ROA vs HON's 5.3%, ROIC 15.1% vs 12.6% |
ITT vs HON vs EMR vs ROK vs XYL — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
ITT vs HON vs EMR vs ROK vs XYL — Financial Metrics
Side-by-side numbers across 5 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
EMR leads in 1 of 6 categories
ROK leads 1 • ITT leads 1 • HON leads 0 • XYL leads 0 • 3 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
EMR leads this category, winning 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
HON is the larger business by revenue, generating $36.8B annually — 8.7x ITT's $4.2B. Profitability is closely matched — net margins range from 13.3% (EMR) to 10.7% (XYL). On growth, ITT holds the edge at +32.7% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | |||||
|---|---|---|---|---|---|
| RevenueTrailing 12 months | $4.2B | $36.8B | $18.3B | $8.8B | $9.1B |
| EBITDAEarnings before interest/tax | $781M | $6.5B | $4.7B | $1.9B | $1.8B |
| Net IncomeAfter-tax profit | $458M | $4.1B | $2.4B | $1.1B | $973M |
| Free Cash FlowCash after capex | $485M | $4.2B | $3.1B | $1.3B | $966M |
| Gross MarginGross profit ÷ Revenue | +35.5% | +36.9% | +52.7% | +52.5% | +38.6% |
| Operating MarginEBIT ÷ Revenue | +15.9% | +14.9% | +19.8% | +19.1% | +13.6% |
| Net MarginNet income ÷ Revenue | +10.8% | +11.2% | +13.3% | +12.4% | +10.7% |
| FCF MarginFCF ÷ Revenue | +11.4% | +11.4% | +17.0% | +15.2% | +10.6% |
| Rev. Growth (YoY)Latest quarter vs prior year | +32.7% | -6.9% | +2.9% | +11.8% | +2.7% |
| EPS Growth (YoY)Latest quarter vs prior year | -33.1% | -41.9% | +28.2% | +39.6% | +14.5% |
Valuation Metrics
Evenly matched — HON and XYL each lead in 3 of 7 comparable metrics.
Valuation Metrics
At 29.0x trailing earnings, HON trades at a 51% valuation discount to ROK's 59.2x P/E. Adjusting for growth (PEG ratio), ITT offers better value at 0.69x vs HON's 15.77x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | |||||
|---|---|---|---|---|---|
| Market CapShares × price | $18.4B | $135.0B | $79.1B | $51.0B | $27.0B |
| Enterprise ValueMkt cap + debt − cash | $17.6B | $157.1B | $91.4B | $54.2B | $27.5B |
| Trailing P/EPrice ÷ TTM EPS | 33.74x | 28.96x | 34.97x | 59.18x | 29.02x |
| Forward P/EPrice ÷ next-FY EPS est. | 26.81x | 20.24x | 21.70x | 35.38x | 20.56x |
| PEG RatioP/E ÷ EPS growth rate | 0.69x | 15.77x | 7.74x | — | 1.27x |
| EV / EBITDAEnterprise value multiple | 21.28x | 19.75x | 18.09x | 30.99x | 15.29x |
| Price / SalesMarket cap ÷ Revenue | 4.68x | 3.61x | 4.39x | 6.11x | 2.99x |
| Price / BookPrice ÷ Book value/share | 4.03x | 8.87x | 3.94x | 13.83x | 2.36x |
| Price / FCFMarket cap ÷ FCF | 33.66x | 25.04x | 29.67x | 37.55x | 29.71x |
Profitability & Efficiency
ROK leads this category, winning 4 of 9 comparable metrics.
Profitability & Efficiency
ROK delivers a 29.6% return on equity — every $100 of shareholder capital generates $30 in annual profit, vs $9 for XYL. XYL carries lower financial leverage with a 0.17x debt-to-equity ratio, signaling a more conservative balance sheet compared to HON's 2.24x. On the Piotroski fundamental quality scale (0–9), ROK scores 8/9 vs XYL's 6/9, reflecting strong financial health.
| Metric | |||||
|---|---|---|---|---|---|
| ROE (TTM)Return on equity | +13.0% | +23.1% | +12.1% | +29.6% | +8.5% |
| ROA (TTM)Return on assets | +6.7% | +5.3% | +5.8% | +9.7% | +5.6% |
| ROICReturn on invested capital | +16.1% | +12.6% | +8.2% | +15.1% | +7.6% |
| ROCEReturn on capital employed | +16.3% | +12.6% | +10.0% | +18.5% | +8.5% |
| Piotroski ScoreFundamental quality 0–9 | 7 | 6 | 7 | 8 | 6 |
| Debt / EquityFinancial leverage | 0.23x | 2.24x | 0.68x | 0.98x | 0.17x |
| Net DebtTotal debt minus cash | -$816M | $22.1B | $12.2B | $3.2B | $463M |
| Cash & Equiv.Liquid assets | $1.7B | $12.5B | $1.5B | $468M | $1.5B |
| Total DebtShort + long-term debt | $927M | $34.6B | $13.8B | $3.6B | $1.9B |
| Interest CoverageEBIT ÷ Interest expense | 8.60x | 3.92x | 6.46x | 9.06x | 49.32x |
Total Returns (Dividends Reinvested)
ITT leads this category, winning 5 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in ITT five years ago would be worth $21,264 today (with dividends reinvested), compared to $10,064 for XYL. Over the past 12 months, ROK leads with a +57.7% total return vs XYL's -6.4%. The 3-year compound annual growth rate (CAGR) favors ITT at 35.9% vs XYL's 3.3% — a key indicator of consistent wealth creation.
| Metric | |||||
|---|---|---|---|---|---|
| YTD ReturnYear-to-date | +18.6% | +9.4% | +4.4% | +14.2% | -16.7% |
| 1-Year ReturnPast 12 months | +44.7% | +1.5% | +27.7% | +57.7% | -6.4% |
| 3-Year ReturnCumulative with dividends | +150.7% | +14.7% | +76.2% | +66.9% | +10.1% |
| 5-Year ReturnCumulative with dividends | +112.6% | +1.0% | +59.1% | +76.6% | +0.6% |
| 10-Year ReturnCumulative with dividends | +527.0% | +132.4% | +207.0% | +346.0% | +200.2% |
| CAGR (3Y)Annualised 3-year return | +35.9% | +4.7% | +20.8% | +18.6% | +3.3% |
Risk & Volatility
Evenly matched — HON and ROK each lead in 1 of 2 comparable metrics.
Risk & Volatility
HON is the less volatile stock with a 0.74 beta — it tends to amplify market swings less than EMR's 1.57 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. ROK currently trades 97.9% from its 52-week high vs XYL's 73.7% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | |||||
|---|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.23x | 0.74x | 1.57x | 1.38x | 0.90x |
| 52-Week HighHighest price in past year | $225.26 | $248.18 | $165.15 | $463.49 | $154.27 |
| 52-Week LowLowest price in past year | $141.92 | $186.76 | $109.53 | $285.95 | $113.46 |
| % of 52W HighCurrent price vs 52-week peak | +91.5% | +85.9% | +85.6% | +97.9% | +73.7% |
| RSI (14)Momentum oscillator 0–100 | 47.5 | 44.2 | 51.4 | 68.2 | 40.4 |
| Avg Volume (50D)Average daily shares traded | 876K | 3.7M | 2.8M | 827K | 2.1M |
Analyst Outlook
Evenly matched — HON and EMR each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: ITT as "Buy", HON as "Buy", EMR as "Buy", ROK as "Hold", XYL as "Hold". Consensus price targets imply 33.3% upside for XYL (target: $152) vs 2.4% for ROK (target: $465). For income investors, HON offers the higher dividend yield at 2.17% vs ITT's 0.67%.
| Metric | |||||
|---|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy | Buy | Hold | Hold |
| Price TargetConsensus 12-month target | $241.67 | $243.83 | $161.31 | $464.75 | $151.57 |
| # AnalystsCovering analysts | 22 | 28 | 41 | 39 | 40 |
| Dividend YieldAnnual dividend ÷ price | +0.7% | +2.2% | +1.5% | +1.2% | +1.4% |
| Dividend StreakConsecutive years of raises | 13 | 15 | 37 | 20 | 15 |
| Dividend / ShareAnnual DPS | $1.39 | $4.63 | $2.10 | $5.23 | $1.60 |
| Buyback YieldShare repurchases ÷ mkt cap | +2.8% | +2.8% | +1.6% | +0.8% | +0.1% |
EMR leads in 1 of 6 categories (Income & Cash Flow). ROK leads in 1 (Profitability & Efficiency). 3 tied.
ITT vs HON vs EMR vs ROK vs XYL: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is ITT or HON or EMR or ROK or XYL a better buy right now?
For growth investors, ITT Inc.
(ITT) is the stronger pick with 8. 5% revenue growth year-over-year, versus 1. 0% for Rockwell Automation, Inc. (ROK). Honeywell International Inc. (HON) offers the better valuation at 29. 0x trailing P/E (20. 2x forward), making it the more compelling value choice. Analysts rate ITT Inc. (ITT) a "Buy" — based on 22 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — ITT or HON or EMR or ROK or XYL?
On trailing P/E, Honeywell International Inc.
(HON) is the cheapest at 29. 0x versus Rockwell Automation, Inc. at 59. 2x. On forward P/E, Honeywell International Inc. is actually cheaper at 20. 2x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: ITT Inc. wins at 0. 55x versus Honeywell International Inc. 's 11. 03x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.
03Which is the better long-term investment — ITT or HON or EMR or ROK or XYL?
Over the past 5 years, ITT Inc.
(ITT) delivered a total return of +112. 6%, compared to +0. 6% for Xylem Inc. (XYL). Over 10 years, the gap is even starker: ITT returned +527. 0% versus HON's +132. 4%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — ITT or HON or EMR or ROK or XYL?
By beta (market sensitivity over 5 years), Honeywell International Inc.
(HON) is the lower-risk stock at 0. 74β versus Emerson Electric Co. 's 1. 57β — meaning EMR is approximately 111% more volatile than HON relative to the S&P 500. On balance sheet safety, Xylem Inc. (XYL) carries a lower debt/equity ratio of 17% versus 2% for Honeywell International Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — ITT or HON or EMR or ROK or XYL?
By revenue growth (latest reported year), ITT Inc.
(ITT) is pulling ahead at 8. 5% versus 1. 0% for Rockwell Automation, Inc. (ROK). On earnings-per-share growth, the picture is similar: Emerson Electric Co. grew EPS 17. 8% year-over-year, compared to -15. 5% for Honeywell International Inc.. Over a 3-year CAGR, XYL leads at 17. 8% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — ITT or HON or EMR or ROK or XYL?
Emerson Electric Co.
(EMR) is the more profitable company, earning 12. 7% net margin versus 10. 4% for Rockwell Automation, Inc. — meaning it keeps 12. 7% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: EMR leads at 19. 6% versus 13. 5% for XYL. At the gross margin level — before operating expenses — EMR leads at 52. 8%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is ITT or HON or EMR or ROK or XYL more undervalued right now?
The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.
By this metric, ITT Inc. (ITT) is the more undervalued stock at a PEG of 0. 55x versus Honeywell International Inc. 's 11. 03x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Honeywell International Inc. (HON) trades at 20. 2x forward P/E versus 35. 4x for Rockwell Automation, Inc. — 15. 1x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for XYL: 33. 3% to $151. 57.
08Which pays a better dividend — ITT or HON or EMR or ROK or XYL?
All stocks in this comparison pay dividends.
Honeywell International Inc. (HON) offers the highest yield at 2. 2%, versus 0. 7% for ITT Inc. (ITT).
09Is ITT or HON or EMR or ROK or XYL better for a retirement portfolio?
For long-horizon retirement investors, Honeywell International Inc.
(HON) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 74), 2. 2% yield, +132. 4% 10Y return). Emerson Electric Co. (EMR) carries a higher beta of 1. 57 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (HON: +132. 4%, EMR: +207. 0%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between ITT and HON and EMR and ROK and XYL?
Both stocks operate in the Industrials sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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