LECO vs ITW vs IR vs SWK vs PH

For growth investors, Ingersoll Rand Inc.

(IR) is the stronger pick with 5. 7% revenue growth year-over-year, versus -1. 5% for Stanley Black & Decker, Inc. (SWK). Illinois Tool Works Inc. (ITW) offers the better valuation at 24. 4x trailing P/E (22. 7x forward), making it the more compelling value choice. Analysts rate Ingersoll Rand Inc. (IR) a "Buy" — based on 15 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, Illinois Tool Works Inc.

(ITW) is the cheapest at 24. 4x versus Ingersoll Rand Inc. at 53. 4x. On forward P/E, Stanley Black & Decker, Inc. is actually cheaper at 17. 6x — 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: Lincoln Electric Holdings, Inc. wins at 1. 13x versus Illinois Tool Works Inc. 's 2. 36x — a reasonable growth-adjusted valuation.

Over the past 5 years, Parker-Hannifin Corporation (PH) delivered a total return of +186.

4%, compared to -56. 2% for Stanley Black & Decker, Inc. (SWK). Over 10 years, the gap is even starker: PH returned +737. 4% versus SWK's -1. 5%. 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), Illinois Tool Works Inc.

(ITW) is the lower-risk stock at 0. 67β versus Stanley Black & Decker, Inc. 's 1. 83β — meaning SWK is approximately 173% more volatile than ITW relative to the S&P 500. On balance sheet safety, Ingersoll Rand Inc. (IR) carries a lower debt/equity ratio of 47% versus 3% for Illinois Tool Works Inc. — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), Ingersoll Rand Inc.

(IR) is pulling ahead at 5. 7% versus -1. 5% for Stanley Black & Decker, Inc. (SWK). On earnings-per-share growth, the picture is similar: Stanley Black & Decker, Inc. grew EPS 35. 9% year-over-year, compared to -29. 6% for Ingersoll Rand Inc.. Over a 3-year CAGR, IR leads at 8. 9% 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.

Illinois Tool Works Inc.

(ITW) is the more profitable company, earning 19. 1% net margin versus 2. 7% for Stanley Black & Decker, Inc. — meaning it keeps 19. 1% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: ITW leads at 26. 3% versus 7. 6% for SWK. At the gross margin level — before operating expenses — ITW leads at 44. 1%, 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, Lincoln Electric Holdings, Inc. (LECO) is the more undervalued stock at a PEG of 1. 13x versus Illinois Tool Works Inc. 's 2. 36x. A PEG below 1. 5 suggests fair-to-attractive pricing relative to expected growth. On forward earnings alone, Stanley Black & Decker, Inc. (SWK) trades at 17. 6x forward P/E versus 28. 6x for Parker-Hannifin Corporation — 10. 9x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for IR: 28. 4% to $99. 50.

All stocks in this comparison pay dividends.

Stanley Black & Decker, Inc. (SWK) offers the highest yield at 4. 1%, versus 0. 1% for Ingersoll Rand Inc. (IR).

For long-horizon retirement investors, Parker-Hannifin Corporation (PH) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 1.

00), 0. 7% yield, +737. 4% 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 (PH: +737. 4%, SWK: -1. 5%), 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: LECO is a mid-cap quality compounder stock; ITW is a mid-cap quality compounder stock; IR is a mid-cap quality compounder stock; SWK is a mid-cap income-oriented stock; PH is a mid-cap quality compounder stock. LECO, ITW, SWK, PH pay a dividend while IR 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.