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Stock Comparison · Industry comparison · Specialty Industrial Machinery

Illinois Tool Works vs Nordson: Which Stock Looks Stronger in 2026?

Illinois Tool Works holds the cleaner structural position, with growth as the main driver and profitability adding further support. Nordson still has the edge on growth, which keeps the comparison from looking entirely one-sided. In the market, Nordson carries the stronger setup — intact trend against Illinois Tool Works's broken trend. That leaves a split case: the structural lead stays with Illinois Tool Works, but the market is not currently confirming it.

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.

Updated 2026-05-17

On growth, the clearer edge sits with Nordson Corporation, while the overall score remains tighter and points the other way.

INDUSTRY COMPARISON

Both operate in: Specialty Industrial Machinery

This comparison is based on industry proximity, not on functional trajectory similarity. ITW and NDSN share the same industry classification.

For a similarity-based comparison, see how Illinois Tool Works and Nordson each position within their functional peer groups in AssetNext.

Peer-Relative Score
ITW
Illinois Tool Works Inc.
66
Peer-Score
Signal qualitylow
Peer basis: S&P 500
vs
NDSN
Nordson Corporation
58
Peer-Score
Signal qualitylow
Peer basis: S&P 500

Scores reflect position relative to comparable companies with similar long-term financial trajectories.

The largest gaps do not all point in the same direction.

Dimension spread: ITW vs NDSN Profitability 85 46 Stability 64 54 Valuation 69 59 Growth 37 76 ITW NDSN
Gap Ranking
#1 Growth +39
#2 Profitability +39
#3 Valuation +10
#4 Stability +10
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for ITW and NDSN Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer ITWNDSN Relative valuation Structural strength

Structure stays fairly close here, while current pricing still looks more supportive for Illinois Tool Works Inc..

Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.

Entry today — historical context

Where ITW and NDSN each sit in their own 5-year price and valuation history.

BASED ON 5-YEAR HISTORY ITW Elevated · above norm 0th 50th 100th 20 pct gap NDSN Elevated · above norm 0th 50th 100th 77th 97th
Today ITW sits in the upper portion of its own 5-year history (77th percentile), while NDSN sits higher in its own history (97th). Within each stock's own 5-year context, ITW is at a historically more favourable entry position than NDSN. This reflects entry timing, not which company is structurally stronger — peer-relative analysis is a separate question addressed above.

Describes historical entry positioning only. Descriptive — not investment advice.

Relative Position vs Comparable Companies
Growth
On growth, Nordson Corporation ranks near the top of the group; Illinois Tool Works Inc. sits in the weaker half.
Profitability
On profitability, the edge is clear — both rank well, but Illinois Tool Works Inc. sits noticeably higher.
Growth — Dominant Gap
ITW
37
NDSN
76
Gap+39in favour of NDSN

The main growth separation is wide, driven by a meaningfully stronger expansion profile.

What keeps the gap from being one-sided

On the market side, Nordson carries the stronger trend while Illinois Tool Works's trend has broken — the market setup does not confirm the structural advantage.

What this means for the comparison

Growth is the clearest driver of the lead, with profitability adding further support — though growth still provides a real counterweight.

Explore full peer positioning in AssetNext

Break down the ITW vs NDSN comparison across all dimensions with the full interactive tool.

Explore full breakdown →
Other comparisons with conflicting dimension signals

Explore how ITW and NDSN 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.

How AssetNext Peer Scores Work

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.