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ITT Stock Analysis — ITT Inc.

Sector: Industrials

AI Verdict

ITT trades at a slight premium to industrials but the numbers say you're getting that growth cheaply if their high-switching-cost moat keeps earnings on track.

Competitive Moat

ITT manufactures engineered critical components for transportation, industrial, and energy markets, with a moat built on deep customer integration and high switching costs for its specialized pumps, valves, and connectors. Its long-term contracts and technical certifications make it hard for competitors to displace them in mission-critical applications.

Summary

ITT's 66.9% expected EPS growth and sharp drop to 22.3x forward P/E make it a standout among industrials.

Where It Stands

The stock trades at 22.3x next year's earnings versus the industrial sector median of 20x, but analysts expect 66.9% EPS growth after 28.1% revenue growth last year.

Key Metrics

Analyst Consensus

16 Buy · 3 Hold · 0 Sell (19 analysts)

Bull Case

A 66.9% forward EPS growth rate justifies paying 22.3x forward earnings, especially with a trailing PEG ratio of 0.56 signaling growth outpaces the valuation.

Bear Case

If the forward P/E reverts to the sector median of 20x, the stock could see a 10% multiple compression even if growth comes through.

Catalyst to Watch

Watch for quarterly earnings beats or guidance updates that confirm the 66.9% EPS growth outlook.

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