Illinois Tool Works holds the cleaner structural position, with stability as the main driver and growth adding further support. Lennox International still has the edge on valuation, which keeps the comparison from looking entirely one-sided. 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. Both peer scores are relative to the S&P 500 universe, making them directly comparable.
Most of the lead runs through stability, while growth helps make the separation broader. The overall score gap is 12 points in favour of Illinois Tool Works Inc..
This comparison is anchored in long-term financial trajectory similarity within the selected peer universe.
The pair sits on a clearly comparable long-term path, though it is not a near-twin match.
The match is driven mainly by investment intensity and recent revenue growth.
Scores reflect position relative to comparable companies with similar long-term financial trajectories.
Score differences across key dimensions.
Left means cheaper relative valuation. Higher means stronger structure.
Illinois Tool Works Inc. looks stronger, but the price setup still looks more supportive for Lennox International Inc..
Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.
Where ITW and LII each sit in their own 5-year price and valuation history.
Describes historical entry positioning only. Descriptive — not investment advice.
The stability gap is very wide, with the stronger side looking materially steadier through time.
Absolute pricing still looks more supportive for Lennox International, with a forward P/E that is 7.4 turns lower there.
Stability is the clearest driver of the lead, with growth adding further support — though valuation still provides a real counterweight.
Break down the ITW vs LII comparison across all dimensions with the full interactive tool.
Explore how ITW and LII 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.
Because scores are peer-relative, the same company can have slightly different scores in different index universes. On comparison pages, both companies are shown within their shared peer universe wherever possible — so the scores are directly comparable. The peer basis is stated on each score card.
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.