Illinois Tool Works Inc. vs Shopify Inc. — how do they compare? Illinois Tool Works Inc. trades at $273.51 (market cap $78.17B), while Shopify Inc. trades at $122.44 (market cap $161.53B). The key difference: Shopify Inc. is far larger — about 2.1× Illinois Tool Works Inc.'s market cap, and Illinois Tool Works Inc. pays a 2.37% dividend while Shopify Inc. pays none. Which is the better fit depends on your goals.
| ITW | SHOP | |
|---|---|---|
Market Cap | $78.17B | $161.53B |
Sector | Industrials | Technology |
52-Week High | $299.60 | $179.01 |
52-Week Low | $241.07 | $95.40 |
Enterprise Value | $86.49B | $155.97B |
Dividend Yield | 2.37% | — |
Signals from Pluang's Aura AI — not financial advice
ITW trades at $271.58, down 1.62% today, with a bullish technical signal supported by moving averages. The company maintains strong profitability with a 19.32% net income margin and has beaten EPS estimates for three consecutive quarters. Recent news highlights mixed sentiment, with some analysts citing premium valuation concerns while others note growth prospects from enterprise initiatives and a potential bullish chart pattern.
Outlook remains cautiously optimistic with a consensus price target of $288.25 offering ~6% upside. Key risks include valuation sensitivity, organic sales pressure in some segments, and macroeconomic headwinds. The upcoming Q2 2026 earnings report on July 28, 2026, will be critical for validating growth trajectory amid analyst divergence.
SHOP trades at $125.88, up 1.88% today, with a bullish technical signal from moving averages. The stock shows strong revenue growth, reaching $11.56 billion in 2025, and has turned profitable with a net income margin of 10.77%. Recent news highlights its AI strategy and a Jefferies upgrade to Buy with a $160 target. Cash flow from operations improved to $2.03 billion, though valuation ratios remain elevated.
The outlook is positive, supported by analyst consensus and growth in AI-driven commerce. However, high P/E of 121.14 and competitive pressures from Amazon pose risks. Upside to the $150.08 consensus target depends on execution of AI initiatives and sustained profitability.
Trailing returns across standard periods
Latest headlines on both assets
Illinois Tool Works is a diversified global manufacturer that produces specialized industrial equipment, consumables, and related services. The firm operates 87 global divisions through seven distinct operating segments: automotive OEM, construction products, food equipment, specialty products, test/measurement and electronics, polymers and fluids, and welding. About half of its revenue comes from its operations in North America, with the remainder originating from international markets. ITW takes a bottom-up and decentralized approach to portfolio management, with the exception that each segment must apply its 80/20 operating process modeled on the Pareto principle.
Read more on ITW →Shopify Inc. provides a cloud-based commerce platform. The Company offers a platform for merchants to create an omni-channel experience that helps showcase the merchant's brand.
Read more on SHOP →