JUPPITR10
Fund I
Reg D 506(b) · LP
NAV
$29,368
Day
+0.48%
ITD
+14.22%
vs S&P
+3.70%
Snapshot
May 29, 2026
Friday close

ITW Illinois Tool Works

Industrials · Core

Composite over time

Score log

DateCompositeTierSectorModel
2026-03-31 7.73 pass Industrials claude-opus-4-7

Latest metric breakdown

MetricScoreSourceNote
Valuation 9.5 auto P/E 25.6
Liquidity 7.0 auto Current ratio 1.21
Growth 5.8 auto Revenue growth 4.1%
Profitability 8.8 auto Net margin 19.1%
Efficiency 10.0 auto ROE 93.7%
Leadership Tenure 7.8 ai CEO Christopher O'Herlihy took over July 2024 from long-tenured Scott Santi (12 years), but he is a 35+ year ITW veteran with deep continuity and the celebrated ITW Business Model remains intact.
Ownership Alignment 5.0 auto Insider holding 0.38%
Strategic Vision 7.4 ai Clear 'Enterprise Strategy' focused on Customer-Back Innovation, 80/20 operational discipline, and 7%+ organic growth target with 30% operating margin goal — coherent if incremental roadmap across seven segments.
Focus / Clarity 7.6 ai Diversified across 7 segments (Automotive OEM, Food Equipment, Test & Measurement, Welding, Polymers, Construction, Specialty) but unified by the ITW Business Model — a focused operating philosophy rather than a focused product line.
Diversification 8.8 ai ~$15.9B revenue spread across 7 segments, ~85 divisions, multi-region (roughly half international), no single customer concentration — exemplary diversification for an industrial.
Maturity / Revenue 8.7 ai Revenue $16.0B
Growth Potential 6.6 ai Mature multi-industrial with 1-3% organic growth profile; auto OEM and construction exposure offer cyclical rerating upside but TAM is largely captured — the thesis is margin expansion + buybacks, not unit growth.
Volatility 6.7 auto β 1.15 · D/E 285.52
Market Standing 8.6 auto Market cap $77.4B
Competitive Moat 8.2 ai Best-in-class operating margins (~26%) driven by patented 80/20 process, ~19,000 active patents, deep customer-back engineering switching costs across niche industrial consumables — top-3 in most segments though no single >40% share.