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ITW vs RS: Dividend Comparison 2026

ITW yields 2.43% · RS yields 1.61%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 RS wins by $5.86M in total portfolio value· pulled ahead in Year 2
10 years
ITW
ITW
● Live price
2.43%
Share price
$256.19
Annual div
$6.22
5Y div CAGR
40.3%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$72.2K
Annual income
$19,287.21
Full ITW calculator →
RS
RS
● Live price
1.61%
Share price
$300.49
Annual div
$4.85
5Y div CAGR
90%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$5.93M
Annual income
$4,946,851.97
Full RS calculator →

Portfolio growth — ITW vs RS

📍 RS pulled ahead of the other in Year 2

Annual dividend income

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Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodITWRS
2008–2009
GFC
— No data— No data
2020 Q1–Q2
COVID
— No data— No data
2022 Q4
Rate Hike
— No data— No data
Based on dividend payment history. "Increased" = dividend grew during crisis. "Maintained" = held within 3%. "Cut" = reduced by more than 3%.
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Dividend Calendar Overlap

Combined, ITW + RS cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
ITW pays
RS pays
Both pay
Neither
💰

Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

ITW
Annual income on $10K today (after 15% tax)
$206.37/yr
After 10yr DRIP, annual income (after tax)
$16,394.13/yr
RS
Annual income on $10K today (after 15% tax)
$137.19/yr
After 10yr DRIP, annual income (after tax)
$4,204,824.17/yr
At 15% tax rate, RS beats the other by $4,188,430.05/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of ITW + RS for your $10,000?

ITW: 50%RS: 50%
100% RS50/50100% ITW
Portfolio after 10yr
$3.00M
Annual income
$2,483,069.59/yr
Blended yield
82.74%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on RS right now

ITW
Analyst Ratings
6
Buy
13
Hold
9
Sell
Consensus: Hold
Price Target
$273.50
+6.8% upside vs current
Range: $253.00 — $285.00
Altman Z
8.0
Piotroski
6/9
RS
Analyst Ratings
9
Buy
16
Hold
2
Sell
Consensus: Hold
Price Target
$330.00
+9.8% upside vs current
Range: $320.00 — $340.00
Altman Z
6.0
Piotroski
7/9
Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

ITW buys
13
RS buys
0
PoliticianChamberTickerTypeAmountDate
Shelley Moore Capito🏛 Senate$ITW▼ Sell$1,001 - $15,0002026-02-24
Rich McCormick🏢 House$ITW▲ Buy$1,001 - $15,0002025-11-05
Lisa McClain🏢 House$ITW▲ Buy$1,001 - $15,0002025-06-17
Bruce Westerman🏢 House$ITW▼ Sell$1,001 - $15,0002025-04-21
Bruce Westerman🏢 House$ITW▲ Buy$1,001 - $15,0002025-04-08
Jared Moskowitz🏢 House$ITW▲ Buy$1,001 - $15,0002025-04-07
Carol Devine Miller🏢 House$ITW▲ Buy$1,001 - $15,0002025-03-10
Shelley Moore Capito🏛 Senate$ITW▼ Sell$1,001 - $15,0002025-01-17
Scott Mr Franklin🏢 House$ITW▲ Buy$1,001 - $15,0002024-09-25
Scott Mr Franklin🏢 House$ITW▲ Buy$1,001 - $15,0002024-09-25
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricITWRS
Forward yield2.43%1.61%
Annual dividend / share$6.22$4.85
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR40.3%90%
Portfolio after 10y$72.2K$5.93M
Annual income after 10y$19,287.21$4,946,851.97
Total dividends collected$46.9K$5.83M
Payment frequencyquarterlyquarterly
SectorIndustrialsMaterials
Analyst consensusHoldHold
Analyst price target$273.50$330.00

Year-by-year: ITW vs RS ($10,000, DRIP)

YearITW PortfolioITW Income/yrRS PortfolioRS Income/yrGap
1$11,041$340.63$11,007$306.67+$34.00ITW
2← crossover$12,307$493.12$12,376$599.36$69.00RS
3$13,889$720.73$14,440$1,196.75$551.00RS
4$15,928$1,066.53$17,930$2,479.30$2.0KRS
5$18,646$1,603.73$24,651$5,466.60$6.0KRS
6$22,413$2,461.76$39,723$13,346.12$17.3KRS
7$27,862$3,880.01$80,692$38,188.01$52.8KRS
8$36,137$6,324.37$224,087$137,747.25$187.9KRS
9$49,422$10,755.41$919,042$679,268.17$869.6KRS
10$72,169$19,287.21$5,930,227$4,946,851.97$5.86MRS

ITW vs RS: Complete Analysis 2026

ITWIndustrials

Illinois Tool Works Inc. manufactures and sells industrial products and equipment worldwide. It operates through seven segments: Automotive OEM; Food Equipment; Test & Measurement and Electronics; Welding; Polymers & Fluids; Construction Products; and Specialty Products. The Automotive OEM segment offers plastic and metal components, fasteners, and assemblies for automobiles, light trucks, and other industrial uses. The Food Equipment segment provides warewashing, refrigeration, cooking, and food processing equipment; kitchen exhaust, ventilation, and pollution control systems; and food equipment maintenance and repair services. The Test & Measurement and Electronics segment produces and sells equipment, consumables, and related software for testing and measuring of materials and structures, as well as equipment and consumables used in the production of electronic subassemblies and microelectronics. The Welding segment produces arc welding equipment; and metal arc welding consumables and related accessories. The Polymers & Fluids segment produces adhesives, sealants, lubrication and cutting fluids, and fluids and polymers for auto aftermarket maintenance and appearance. The Construction Products segment offers engineered fastening systems and solutions for the residential construction, renovation/remodel, and commercial construction markets. The Specialty Products segment offers beverage packaging equipment and consumables, product coding and marking equipment and consumables, and appliance components and fasteners. It serves the automotive OEM/tiers, commercial food equipment, construction, general industrial, and automotive aftermarket end markets. The company distributes its products directly to industrial manufacturers, as well as through independent distributors. Illinois Tool Works Inc. was founded in 1912 and is based in Glenview, Illinois.

Full ITW Calculator →

RSMaterials

Reliance Steel & Aluminum Co. operates as a diversified metal solutions provider and the metals service center company in the United States, Canada, and internationally. The company distributes a line of approximately 100,000 metal products, including alloy, aluminum, brass, copper, carbon steel, stainless steel, titanium, and specialty steel products; and provides metals processing services to general manufacturing, non-residential construction, transportation, aerospace, energy, electronics and semiconductor fabrication, and heavy industries. It also distributes non-ferrous metals products and tubular building products; and manufactures specialty extruded metals, fabricated parts, and welded components. As of December 31, 2021, the company operated a network of approximately 315 locations in 40 states in the United States and 13 in other countries. It sells its products directly to original equipment manufacturers, which primarily include small machine shops and fabricators. The company was founded in 1939 and is headquartered in Los Angeles, California.

Full RS Calculator →
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.