KMT vs SWK vs AMTM vs EMR vs ITT

For growth investors, Amentum Holdings, Inc.

(AMTM) is the stronger pick with 71. 6% revenue growth year-over-year, versus -3. 9% for Kennametal Inc. (KMT). Kennametal Inc. (KMT) offers the better valuation at 30. 1x trailing P/E (11. 2x forward), making it the more compelling value choice. Analysts rate Emerson Electric Co. (EMR) a "Buy" — based on 41 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.

On trailing P/E, Kennametal Inc.

(KMT) is the cheapest at 30. 1x versus Amentum Holdings, Inc. at 90. 9x. On forward P/E, Amentum Holdings, Inc. is actually cheaper at 10. 2x — notably different from the trailing picture, reflecting expected earnings growth. 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 Emerson Electric Co. 's 4. 80x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.

Over the past 5 years, ITT Inc.

(ITT) delivered a total return of +112. 6%, compared to -56. 0% for Stanley Black & Decker, Inc. (SWK). Over 10 years, the gap is even starker: ITT returned +527. 0% versus AMTM's -16. 9%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), Amentum Holdings, Inc.

(AMTM) is the lower-risk stock at 1. 18β versus Stanley Black & Decker, Inc. 's 1. 83β — meaning SWK is approximately 55% more volatile than AMTM relative to the S&P 500. On balance sheet safety, ITT Inc. (ITT) carries a lower debt/equity ratio of 23% versus 94% for Amentum Holdings, Inc. — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), Amentum Holdings, Inc.

(AMTM) is pulling ahead at 71. 6% versus -3. 9% for Kennametal Inc. (KMT). On earnings-per-share growth, the picture is similar: Amentum Holdings, Inc. grew EPS 179. 4% year-over-year, compared to -12. 4% for Kennametal Inc.. Over a 3-year CAGR, AMTM leads at 23. 3% 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.

Emerson Electric Co.

(EMR) is the more profitable company, earning 12. 7% net margin versus 0. 5% for Amentum Holdings, 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 3. 5% for AMTM. 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.

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 Emerson Electric Co. 's 4. 80x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Amentum Holdings, Inc. (AMTM) trades at 10. 2x forward P/E versus 26. 8x for ITT Inc. — 16. 6x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for AMTM: 47. 9% to $36. 29.

In this comparison, SWK (4.

1% yield), KMT (2. 2% yield), EMR (1. 5% yield), ITT (0. 7% yield) pay a dividend. AMTM does not pay a meaningful dividend and should not be held primarily for income.

For long-horizon retirement investors, ITT Inc.

(ITT) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 1. 23), 0. 7% yield, +527. 0% 10Y return). Stanley Black & Decker, Inc. (SWK) carries a higher beta of 1. 83 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (ITT: +527. 0%, SWK: -0. 7%), 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.

Both stocks operate in the Industrials sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.

In terms of investment character: KMT is a small-cap quality compounder stock; SWK is a mid-cap income-oriented stock; AMTM is a small-cap high-growth stock; EMR is a mid-cap quality compounder stock; ITT is a mid-cap quality compounder stock. KMT, SWK, EMR, ITT pay a dividend while AMTM does not, making them suitable for different income and tax situations. 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.