Illinois Tool Works Inc. vs Workday Inc — how do they compare? Illinois Tool Works Inc. trades at $271.88 (market cap $78.17B), while Workday Inc trades at $141 (market cap $36.36B). The key difference: Illinois Tool Works Inc. is far larger — about 2.1× Workday Inc's market cap, and Illinois Tool Works Inc. pays a 2.37% dividend while Workday Inc pays none. Which is the better fit depends on your goals.
| ITW | WDAY | |
|---|---|---|
Market Cap | $78.17B | $36.36B |
Sector | Industrials | Technology |
52-Week High | $299.60 | $247.69 |
52-Week Low | $241.07 | $112.55 |
Enterprise Value | $86.49B | $35.81B |
Dividend Yield | 2.37% | — |
Signals from Pluang's Aura AI — not financial advice
ITW trades at $271.99, down 1.47% on the day, with a bullish technical signal from moving averages and a consensus price target of $288.25. The company has beaten earnings estimates for three consecutive quarters, with Q2 2026 results expected soon. Strong profitability is evident with a 19.32% net margin and 96.88% ROE, though valuation multiples like P/E of 25.23 are elevated. Recent news highlights product launches and dividend declarations, supporting a stable outlook.
The outlook for ITW is cautiously optimistic, with earnings momentum and dividend stability offering support, but high valuation and mixed analyst ratings pose risks. Investors should weigh solid fundamentals against potential headwinds from economic cycles and competitive pressures.
Workday (WDAY) trades at $141.17, down 2.49% amid a Morgan Stanley downgrade (July 21, 2026). The stock shows bullish technical signals with moving averages supporting upside, though RSI levels indicate overbought conditions. Fundamentally, WDAY maintains strong revenue growth ($8.45B in 2025) and consistent earnings beats, with Q1 2026 EPS of $2.66 exceeding expectations. The company's agentic AI initiatives are driving expansion deals, highlighted by a 200% YoY growth in new contract value.
WDAY presents a compelling growth opportunity with a consensus price target of $150.83 (6.8% upside), supported by 55.55% analyst buy ratings. However, risks include AI competition, regulatory scrutiny over HR software bias (Reuters, June 22, 2026), and elevated valuation multiples (P/E of 45.86). Investors should weigh robust fundamentals against near-term sentiment headwinds from the recent downgrade.
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 →Workday is a software company that offers human capital management, or HCM, financial management, and business planning solutions. Known for being a cloud-only software provider, Workday is headquartered in Pleasanton, California. Founded in 2005, Workday now employs over 12,000 employees.
Read more on WDAY →