Chemicals - Specialty
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4 / 10Stock Comparison
WDFC vs LIN vs EMN vs ITW
Revenue, margins, valuation, and 5-year total return — side by side.
Chemicals - Specialty
Chemicals - Specialty
Industrial - Machinery
WDFC vs LIN vs EMN vs ITW — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||||
|---|---|---|---|---|
| Industry | Chemicals - Specialty | Chemicals - Specialty | Chemicals - Specialty | Industrial - Machinery |
| Market Cap | $4.19B | $228.85B | $8.43B | $73.64B |
| Revenue (TTM) | $621M | $34.66B | $8.64B | $16.22B |
| Net Income (TTM) | $90M | $7.13B | $399M | $3.13B |
| Gross Margin | 55.4% | 46.0% | 19.8% | 44.1% |
| Operating Margin | 16.4% | 28.8% | 9.4% | 26.4% |
| Forward P/E | 35.0x | 27.7x | 12.5x | 22.7x |
| Total Debt | $98M | $26.99B | $5.08B | $8.97B |
| Cash & Equiv. | $58M | $5.06B | $566M | $851M |
WDFC vs LIN vs EMN vs ITW — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| WD-40 Company (WDFC) | 100 | 109.3 | +9.3% |
| Linde plc (LIN) | 100 | 244.1 | +144.1% |
| Eastman Chemical Co… (EMN) | 100 | 108.2 | +8.2% |
| Illinois Tool Works… (ITW) | 100 | 148.2 | +48.2% |
Price return only. Dividends and distributions are not included.
Quick Verdict: WDFC vs LIN vs EMN vs ITW
Each card shows where this stock fits in a portfolio — not just who wins on paper.
WDFC carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 22 yrs, beta 0.18, yield 1.8%
- Rev growth 5.0%, EPS growth 30.9%, 3Y rev CAGR 6.1%
- Lower volatility, beta 0.18, Low D/E 36.4%, current ratio 2.79x
- Beta 0.18, yield 1.8%, current ratio 2.79x
LIN is the #2 pick in this set and the best alternative if long-term compounding and valuation efficiency is your priority.
- 375.2% 10Y total return vs ITW's 189.4%
- PEG 1.09 vs WDFC's 4.01
- 20.6% margin vs EMN's 4.6%
- +11.2% vs WDFC's -8.3%
EMN is the clearest fit if your priority is value and dividends.
- Lower P/E (12.5x vs 22.7x)
- 4.5% yield, 12-year raise streak, vs WDFC's 1.8%
ITW lags the leaders in this set but could rank higher in a more targeted comparison.
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 5.0% revenue growth vs EMN's -6.7% | |
| Value | Lower P/E (12.5x vs 22.7x) | |
| Quality / Margins | 20.6% margin vs EMN's 4.6% | |
| Stability / Safety | Beta 0.18 vs EMN's 1.36, lower leverage | |
| Dividends | 4.5% yield, 12-year raise streak, vs WDFC's 1.8% | |
| Momentum (1Y) | +11.2% vs WDFC's -8.3% | |
| Efficiency (ROA) | 19.5% ROA vs EMN's 2.6%, ROIC 26.2% vs 6.7% |
WDFC vs LIN vs EMN vs ITW — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
WDFC vs LIN vs EMN vs ITW — Financial Metrics
Side-by-side numbers across 4 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
LIN leads in 2 of 6 categories
EMN leads 1 • WDFC leads 1 • ITW leads 0 • 2 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
LIN leads this category, winning 5 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
LIN is the larger business by revenue, generating $34.7B annually — 55.8x WDFC's $621M. LIN is the more profitable business, keeping 20.6% of every revenue dollar as net income compared to EMN's 4.6%. On growth, LIN holds the edge at +8.2% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||||
|---|---|---|---|---|
| RevenueTrailing 12 months | $621M | $34.7B | $8.6B | $16.2B |
| EBITDAEarnings before interest/tax | $111M | $12.1B | $1.2B | $4.6B |
| Net IncomeAfter-tax profit | $90M | $7.1B | $399M | $3.1B |
| Free Cash FlowCash after capex | $78M | $5.1B | $498M | $2.2B |
| Gross MarginGross profit ÷ Revenue | +55.4% | +46.0% | +19.8% | +44.1% |
| Operating MarginEBIT ÷ Revenue | +16.4% | +28.8% | +9.4% | +26.4% |
| Net MarginNet income ÷ Revenue | +14.4% | +20.6% | +4.6% | +19.3% |
| FCF MarginFCF ÷ Revenue | +12.6% | +14.7% | +5.8% | +13.6% |
| Rev. Growth (YoY)Latest quarter vs prior year | +0.6% | +8.2% | -4.9% | +4.6% |
| EPS Growth (YoY)Latest quarter vs prior year | -7.9% | +13.4% | -40.8% | +11.8% |
Valuation Metrics
EMN leads this category, winning 6 of 7 comparable metrics.
Valuation Metrics
At 18.0x trailing earnings, EMN trades at a 47% valuation discount to LIN's 33.8x P/E. Adjusting for growth (PEG ratio), LIN offers better value at 1.33x vs EMN's 5.59x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | ||||
|---|---|---|---|---|
| Market CapShares × price | $4.2B | $228.8B | $8.4B | $73.6B |
| Enterprise ValueMkt cap + debt − cash | $4.2B | $250.8B | $12.9B | $81.8B |
| Trailing P/EPrice ÷ TTM EPS | 31.35x | 33.85x | 17.97x | 24.36x |
| Forward P/EPrice ÷ next-FY EPS est. | 35.02x | 27.67x | 12.50x | 22.68x |
| PEG RatioP/E ÷ EPS growth rate | 3.59x | 1.33x | 5.59x | 2.53x |
| EV / EBITDAEnterprise value multiple | 37.76x | 19.75x | 8.96x | 17.74x |
| Price / SalesMarket cap ÷ Revenue | 6.76x | 6.73x | 0.96x | 4.59x |
| Price / BookPrice ÷ Book value/share | 10.61x | 5.82x | 1.41x | 23.15x |
| Price / FCFMarket cap ÷ FCF | 50.23x | 44.97x | 19.87x | 27.20x |
Profitability & Efficiency
WDFC leads this category, winning 5 of 9 comparable metrics.
Profitability & Efficiency
ITW delivers a 97.4% return on equity — every $100 of shareholder capital generates $97 in annual profit, vs $7 for EMN. WDFC carries lower financial leverage with a 0.36x debt-to-equity ratio, signaling a more conservative balance sheet compared to ITW's 2.78x. On the Piotroski fundamental quality scale (0–9), WDFC scores 7/9 vs ITW's 5/9, reflecting strong financial health.
| Metric | ||||
|---|---|---|---|---|
| ROE (TTM)Return on equity | +33.9% | +17.8% | +6.7% | +97.4% |
| ROA (TTM)Return on assets | +19.5% | +8.3% | +2.6% | +19.4% |
| ROICReturn on invested capital | +26.2% | +11.3% | +6.7% | +29.0% |
| ROCEReturn on capital employed | +28.9% | +13.0% | +7.5% | +38.7% |
| Piotroski ScoreFundamental quality 0–9 | 7 | 6 | 5 | 5 |
| Debt / EquityFinancial leverage | 0.36x | 0.68x | 0.84x | 2.78x |
| Net DebtTotal debt minus cash | $40M | $21.9B | $4.5B | $8.1B |
| Cash & Equiv.Liquid assets | $58M | $5.1B | $566M | $851M |
| Total DebtShort + long-term debt | $98M | $27.0B | $5.1B | $9.0B |
| Interest CoverageEBIT ÷ Interest expense | 32.08x | 34.52x | 2.22x | 14.53x |
Total Returns (Dividends Reinvested)
LIN leads this category, winning 5 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in LIN five years ago would be worth $17,394 today (with dividends reinvested), compared to $7,163 for EMN. Over the past 12 months, LIN leads with a +11.2% total return vs WDFC's -8.3%. The 3-year compound annual growth rate (CAGR) favors LIN at 11.8% vs EMN's 1.1% — a key indicator of consistent wealth creation.
| Metric | ||||
|---|---|---|---|---|
| YTD ReturnYear-to-date | +7.6% | +15.5% | +15.8% | +3.1% |
| 1-Year ReturnPast 12 months | -8.3% | +11.2% | +2.3% | +9.0% |
| 3-Year ReturnCumulative with dividends | +19.6% | +39.7% | +3.4% | +19.5% |
| 5-Year ReturnCumulative with dividends | -6.5% | +73.9% | -28.4% | +18.9% |
| 10-Year ReturnCumulative with dividends | +122.4% | +375.2% | +35.4% | +189.4% |
| CAGR (3Y)Annualised 3-year return | +6.1% | +11.8% | +1.1% | +6.1% |
Risk & Volatility
Evenly matched — WDFC and LIN each lead in 1 of 2 comparable metrics.
Risk & Volatility
WDFC is the less volatile stock with a 0.18 beta — it tends to amplify market swings less than EMN's 1.36 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. LIN currently trades 94.7% from its 52-week high vs WDFC's 82.8% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||||
|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.18x | 0.24x | 1.36x | 0.67x |
| 52-Week HighHighest price in past year | $253.24 | $521.28 | $84.18 | $303.16 |
| 52-Week LowLowest price in past year | $175.38 | $387.78 | $56.11 | $236.68 |
| % of 52W HighCurrent price vs 52-week peak | +82.8% | +94.7% | +87.5% | +84.3% |
| RSI (14)Momentum oscillator 0–100 | 46.3 | 51.7 | 56.9 | 45.3 |
| Avg Volume (50D)Average daily shares traded | 177K | 2.3M | 1.5M | 1.2M |
Analyst Outlook
Evenly matched — WDFC and EMN each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: WDFC as "Hold", LIN as "Buy", EMN as "Buy", ITW as "Hold". Consensus price targets imply 43.0% upside for WDFC (target: $300) vs 4.9% for EMN (target: $77). For income investors, EMN offers the higher dividend yield at 4.47% vs LIN's 1.21%.
| Metric | ||||
|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy | Buy | Hold |
| Price TargetConsensus 12-month target | $300.00 | $539.71 | $77.29 | $273.67 |
| # AnalystsCovering analysts | 7 | 28 | 35 | 28 |
| Dividend YieldAnnual dividend ÷ price | +1.8% | +1.2% | +4.5% | +2.4% |
| Dividend StreakConsecutive years of raises | 22 | 6 | 12 | 12 |
| Dividend / ShareAnnual DPS | $3.70 | $6.00 | $3.30 | $6.11 |
| Buyback YieldShare repurchases ÷ mkt cap | +0.3% | +2.0% | +1.2% | +2.0% |
LIN leads in 2 of 6 categories (Income & Cash Flow, Total Returns). EMN leads in 1 (Valuation Metrics). 2 tied.
WDFC vs LIN vs EMN vs ITW: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is WDFC or LIN or EMN or ITW a better buy right now?
For growth investors, WD-40 Company (WDFC) is the stronger pick with 5.
0% revenue growth year-over-year, versus -6. 7% for Eastman Chemical Company (EMN). Eastman Chemical Company (EMN) offers the better valuation at 18. 0x trailing P/E (12. 5x forward), making it the more compelling value choice. Analysts rate Linde plc (LIN) a "Buy" — based on 28 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 — WDFC or LIN or EMN or ITW?
On trailing P/E, Eastman Chemical Company (EMN) is the cheapest at 18.
0x versus Linde plc at 33. 8x. On forward P/E, Eastman Chemical Company is actually cheaper at 12. 5x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Linde plc wins at 1. 09x versus WD-40 Company's 4. 01x — a reasonable growth-adjusted valuation.
03Which is the better long-term investment — WDFC or LIN or EMN or ITW?
Over the past 5 years, Linde plc (LIN) delivered a total return of +73.
9%, compared to -28. 4% for Eastman Chemical Company (EMN). Over 10 years, the gap is even starker: LIN returned +375. 2% versus EMN's +35. 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 — WDFC or LIN or EMN or ITW?
By beta (market sensitivity over 5 years), WD-40 Company (WDFC) is the lower-risk stock at 0.
18β versus Eastman Chemical Company's 1. 36β — meaning EMN is approximately 650% more volatile than WDFC relative to the S&P 500. On balance sheet safety, WD-40 Company (WDFC) carries a lower debt/equity ratio of 36% versus 3% for Illinois Tool Works Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — WDFC or LIN or EMN or ITW?
By revenue growth (latest reported year), WD-40 Company (WDFC) is pulling ahead at 5.
0% versus -6. 7% for Eastman Chemical Company (EMN). On earnings-per-share growth, the picture is similar: WD-40 Company grew EPS 30. 9% year-over-year, compared to -46. 5% for Eastman Chemical Company. Over a 3-year CAGR, WDFC leads at 6. 1% 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 — WDFC or LIN or EMN or ITW?
Linde plc (LIN) is the more profitable company, earning 20.
3% net margin versus 5. 4% for Eastman Chemical Company — meaning it keeps 20. 3% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: LIN leads at 26. 3% versus 10. 6% for EMN. At the gross margin level — before operating expenses — WDFC leads at 55. 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.
07Is WDFC or LIN or EMN or ITW 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, Linde plc (LIN) is the more undervalued stock at a PEG of 1. 09x versus WD-40 Company's 4. 01x. A PEG below 1. 5 suggests fair-to-attractive pricing relative to expected growth. On forward earnings alone, Eastman Chemical Company (EMN) trades at 12. 5x forward P/E versus 35. 0x for WD-40 Company — 22. 5x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for WDFC: 43. 0% to $300. 00.
08Which pays a better dividend — WDFC or LIN or EMN or ITW?
All stocks in this comparison pay dividends.
Eastman Chemical Company (EMN) offers the highest yield at 4. 5%, versus 1. 2% for Linde plc (LIN).
09Is WDFC or LIN or EMN or ITW better for a retirement portfolio?
For long-horizon retirement investors, Linde plc (LIN) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.
24), 1. 2% yield, +375. 2% 10Y return). Both have compounded well over 10 years (LIN: +375. 2%, EMN: +35. 4%), 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 WDFC and LIN and EMN and ITW?
These companies operate in different sectors (WDFC (Basic Materials) and LIN (Basic Materials) and EMN (Basic Materials) and ITW (Industrials)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
In terms of investment character: WDFC is a small-cap quality compounder stock; LIN is a large-cap quality compounder stock; EMN is a small-cap deep-value stock; ITW is a mid-cap quality compounder stock. 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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