Illinois Tool Works holds the cleaner structural position, with profitability as the main driver and growth adding further support. Donaldson Company does not offset that deficit through any equally strong structural edge elsewhere. The market setup broadly confirms the structural lead — Illinois Tool Works holds the more constructive position. That puts structure and market broadly in agreement — Illinois Tool Works's lead looks more confirmed than conflicted.
The comparison is based on similar long-term financial trajectories, not sector labels.
The clearest separation starts in profitability, but growth adds another real layer to the result. Illinois Tool Works Inc. leads by 21 points on the overall comparison score.
Both operate in: Specialty Industrial Machinery
This comparison is based on industry proximity, not on functional trajectory similarity. DCI and ITW share the same industry classification.
For a similarity-based comparison, see how Donaldson Company and Illinois Tool Works each position within their functional peer groups in AssetNext.
Scores reflect position relative to comparable companies with similar long-term financial trajectories.
The largest gaps do not all point in the same direction.
Left means cheaper relative valuation. Higher means stronger structure.
The setup stays mixed because structure and the price setup do not align cleanly in one direction.
Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.
The profitability lead is mainly driven by a 13.2-point operating margin advantage.
Donaldson Company, Inc. still looks less cycle-sensitive — that keeps the result from looking completely one-sided.
Profitability is the clearest driver, and growth also supports Illinois Tool Works Inc.'s broader structural position.
Break down the DCI vs ITW comparison across all dimensions with the full interactive tool.
Explore how DCI and ITW each compare against other companies in their peer groups.
Rule-based, descriptive analysis only. Derived from peer percentile dimensions. Not investment advice. Peer groups are determined algorithmically based on structural similarity — not by sector classification alone.
AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.
Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.
Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.