APPLIED INDUSTRIAL TECH INC (AIT) Fundamental Analysis & Valuation

NYSE:AIT • US03820C1053

Current stock price

267.12 USD
-2.24 (-0.83%)
At close:
267.12 USD
0 (0%)
After Hours:

This AIT fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

8

1. AIT Profitability Analysis

1.1 Basic Checks

  • In the past year AIT was profitable.
  • AIT had a positive operating cash flow in the past year.
  • In the past 5 years AIT has always been profitable.
  • Each year in the past 5 years AIT had a positive operating cash flow.
AIT Yearly Net Income VS EBIT VS OCF VS FCFAIT Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 100M 200M 300M 400M

1.2 Ratios

  • AIT's Return On Assets of 12.78% is amongst the best of the industry. AIT outperforms 93.62% of its industry peers.
  • With an excellent Return On Equity value of 21.54%, AIT belongs to the best of the industry, outperforming 85.11% of the companies in the same industry.
  • AIT's Return On Invested Capital of 15.01% is amongst the best of the industry. AIT outperforms 91.49% of its industry peers.
  • The Average Return On Invested Capital over the past 3 years for AIT is significantly above the industry average of 9.00%.
Industry RankSector Rank
ROA 12.78%
ROE 21.54%
ROIC 15.01%
ROA(3y)12.69%
ROA(5y)10.99%
ROE(3y)22.64%
ROE(5y)21.17%
ROIC(3y)15.73%
ROIC(5y)14.51%
AIT Yearly ROA, ROE, ROICAIT Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 5 10 15 20

1.3 Margins

  • AIT has a Profit Margin of 8.49%. This is amongst the best in the industry. AIT outperforms 80.85% of its industry peers.
  • In the last couple of years the Profit Margin of AIT has grown nicely.
  • Looking at the Operating Margin, with a value of 10.87%, AIT is in the better half of the industry, outperforming 78.72% of the companies in the same industry.
  • AIT's Operating Margin has improved in the last couple of years.
  • The Gross Margin of AIT (30.39%) is comparable to the rest of the industry.
  • In the last couple of years the Gross Margin of AIT has remained more or less at the same level.
Industry RankSector Rank
OM 10.87%
PM (TTM) 8.49%
GM 30.39%
OM growth 3Y5.17%
OM growth 5Y9.14%
PM growth 3Y8.43%
PM growth 5Y63.39%
GM growth 3Y1.43%
GM growth 5Y0.88%
AIT Yearly Profit, Operating, Gross MarginsAIT Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 10 20 30

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10

2. AIT Health Analysis

2.1 Basic Checks

  • With a Return on Invested Capital (ROIC) well above the Cost of Capital (WACC), AIT is creating value.
  • The number of shares outstanding for AIT has been reduced compared to 1 year ago.
  • AIT has less shares outstanding than it did 5 years ago.
  • Compared to 1 year ago, AIT has an improved debt to assets ratio.
AIT Yearly Shares OutstandingAIT Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 10M 20M 30M
AIT Yearly Total Debt VS Total AssetsAIT Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 1B 2B 3B

2.2 Solvency

  • AIT has an Altman-Z score of 8.34. This indicates that AIT is financially healthy and has little risk of bankruptcy at the moment.
  • AIT has a better Altman-Z score (8.34) than 89.36% of its industry peers.
  • The Debt to FCF ratio of AIT is 1.25, which is an excellent value as it means it would take AIT, only 1.25 years of fcf income to pay off all of its debts.
  • Looking at the Debt to FCF ratio, with a value of 1.25, AIT belongs to the top of the industry, outperforming 87.23% of the companies in the same industry.
  • A Debt/Equity ratio of 0.31 indicates that AIT is not too dependend on debt financing.
  • AIT has a better Debt to Equity ratio (0.31) than 65.96% of its industry peers.
Industry RankSector Rank
Debt/Equity 0.31
Debt/FCF 1.25
Altman-Z 8.34
ROIC/WACC1.74
WACC8.63%
AIT Yearly LT Debt VS Equity VS FCFAIT Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 500M 1B 1.5B

2.3 Liquidity

  • A Current Ratio of 3.68 indicates that AIT has no problem at all paying its short term obligations.
  • AIT has a Current ratio of 3.68. This is amongst the best in the industry. AIT outperforms 89.36% of its industry peers.
  • AIT has a Quick Ratio of 2.56. This indicates that AIT is financially healthy and has no problem in meeting its short term obligations.
  • AIT has a Quick ratio of 2.56. This is amongst the best in the industry. AIT outperforms 89.36% of its industry peers.
Industry RankSector Rank
Current Ratio 3.68
Quick Ratio 2.56
AIT Yearly Current Assets VS Current LiabilitesAIT Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 500M 1B 1.5B

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WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

4

3. AIT Growth Analysis

3.1 Past

  • The Earnings Per Share has been growing slightly by 6.48% over the past year.
  • AIT shows a strong growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 21.58% yearly.
  • AIT shows a small growth in Revenue. In the last year, the Revenue has grown by 6.14%.
  • Measured over the past years, AIT shows a small growth in Revenue. The Revenue has been growing by 7.05% on average per year.
EPS 1Y (TTM)6.48%
EPS 3Y14.97%
EPS 5Y21.58%
EPS Q2Q%5.02%
Revenue 1Y (TTM)6.14%
Revenue growth 3Y6.19%
Revenue growth 5Y7.05%
Sales Q2Q%8.39%

3.2 Future

  • Based on estimates for the next years, AIT will show a small growth in Earnings Per Share. The EPS will grow by 8.00% on average per year.
  • The Revenue is expected to grow by 5.83% on average over the next years.
EPS Next Y6.5%
EPS Next 2Y7.66%
EPS Next 3Y8%
EPS Next 5YN/A
Revenue Next Year7.66%
Revenue Next 2Y6.53%
Revenue Next 3Y5.83%
Revenue Next 5YN/A

3.3 Evolution

  • When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is decreasing.
  • When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is stable.
AIT Yearly Revenue VS EstimatesAIT Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 1B 2B 3B 4B 5B
AIT Yearly EPS VS EstimatesAIT Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2 4 6 8 10

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3

4. AIT Valuation Analysis

4.1 Price/Earnings Ratio

  • AIT is valuated quite expensively with a Price/Earnings ratio of 25.42.
  • The rest of the industry has a similar Price/Earnings ratio as AIT.
  • AIT's Price/Earnings ratio indicates a similar valuation than the S&P500 average which is at 25.60.
  • The Price/Forward Earnings ratio is 22.77, which indicates a rather expensive current valuation of AIT.
  • AIT's Price/Forward Earnings is on the same level as the industry average.
  • The average S&P500 Price/Forward Earnings ratio is at 22.84. AIT is around the same levels.
Industry RankSector Rank
PE 25.42
Fwd PE 22.77
AIT Price Earnings VS Forward Price EarningsAIT Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 5 10 15 20 25

4.2 Price Multiples

  • AIT's Enterprise Value to EBITDA ratio is in line with the industry average.
  • Based on the Price/Free Cash Flow ratio, AIT is valued a bit cheaper than 78.72% of the companies in the same industry.
Industry RankSector Rank
P/FCF 21.73
EV/EBITDA 17.36
AIT Per share dataAIT EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 20 40 60 80 100

4.3 Compensation for Growth

  • The high PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates an expensive valuation of the company.
  • The excellent profitability rating of AIT may justify a higher PE ratio.
PEG (NY)3.91
PEG (5Y)1.18
EPS Next 2Y7.66%
EPS Next 3Y8%

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Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

6

5. AIT Dividend Analysis

5.1 Amount

  • With a yearly dividend of 0.78%, AIT is not a good candidate for dividend investing.
  • Compared to an average industry Dividend Yield of 0.84, AIT pays a bit more dividend than its industry peers.
  • With a Dividend Yield of 0.78, AIT pays less dividend than the S&P500 average, which is at 1.88.
Industry RankSector Rank
Dividend Yield 0.78%

5.2 History

  • The dividend of AIT has a limited annual growth rate of 5.71%.
  • AIT has been paying a dividend for at least 10 years, so it has a reliable track record.
  • AIT has not decreased its dividend for at least 10 years, so it has a reliable track record of non decreasing dividend.
Dividend Growth(5Y)5.71%
Div Incr Years15
Div Non Decr Years34
AIT Yearly Dividends per shareAIT Yearly Dividends per shareYearly Dividends per share 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 0.5 1 1.5

5.3 Sustainability

  • 17.32% of the earnings are spent on dividend by AIT. This is a low number and sustainable payout ratio.
  • The dividend of AIT is growing, but earnings are growing more, so the dividend growth is sustainable.
DP17.32%
EPS Next 2Y7.66%
EPS Next 3Y8%
AIT Yearly Income VS Free CF VS DividendAIT Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 100M 200M 300M 400M
AIT Dividend Payout.AIT Dividend Payout, showing the Payout Ratio.AIT Dividend Payout.PayoutRetained Earnings

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AIT Fundamentals: All Metrics, Ratios and Statistics

APPLIED INDUSTRIAL TECH INC

NYSE:AIT (4/2/2026, 8:07:36 PM)

After market: 267.12 0 (0%)

267.12

-2.24 (-0.83%)

Chartmill FA Rating
GICS SectorIndustrials
GICS IndustryGroupCapital Goods
GICS IndustryTrading Companies & Distributors
Earnings (Last)01-27
Earnings (Next)04-23
Inst Owners95.79%
Inst Owner Change0.87%
Ins Owners0.76%
Ins Owner Change-4.34%
Market Cap9.96B
Revenue(TTM)4.75B
Net Income(TTM)403.79M
Analysts81.54
Price Target301.84 (13%)
Short Float %2.27%
Short Ratio2.29
Dividend
Industry RankSector Rank
Dividend Yield 0.78%
Yearly Dividend1.67
Dividend Growth(5Y)5.71%
DP17.32%
Div Incr Years15
Div Non Decr Years34
Ex-Date02-13
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)2.48%
Min EPS beat(2)0.06%
Max EPS beat(2)4.89%
EPS beat(4)4
Avg EPS beat(4)4.04%
Min EPS beat(4)0.06%
Max EPS beat(4)5.61%
EPS beat(8)8
Avg EPS beat(8)4.16%
EPS beat(12)12
Avg EPS beat(12)6.35%
EPS beat(16)16
Avg EPS beat(16)9.5%
Revenue beat(2)0
Avg Revenue beat(2)-0.78%
Min Revenue beat(2)-1.52%
Max Revenue beat(2)-0.04%
Revenue beat(4)1
Avg Revenue beat(4)-0.13%
Min Revenue beat(4)-1.52%
Max Revenue beat(4)2.49%
Revenue beat(8)2
Avg Revenue beat(8)-0.59%
Revenue beat(12)5
Avg Revenue beat(12)-0.2%
Revenue beat(16)9
Avg Revenue beat(16)1.36%
PT rev (1m)-0.17%
PT rev (3m)-0.17%
EPS NQ rev (1m)-0.29%
EPS NQ rev (3m)-3.17%
EPS NY rev (1m)0.01%
EPS NY rev (3m)-0.01%
Revenue NQ rev (1m)-0.16%
Revenue NQ rev (3m)0%
Revenue NY rev (1m)-0.14%
Revenue NY rev (3m)0.18%
Valuation
Industry RankSector Rank
PE 25.42
Fwd PE 22.77
P/S 2.1
P/FCF 21.73
P/OCF 20.4
P/B 5.32
P/tB 11.8
EV/EBITDA 17.36
EPS(TTM)10.51
EY3.93%
EPS(NY)11.73
Fwd EY4.39%
FCF(TTM)12.29
FCFY4.6%
OCF(TTM)13.1
OCFY4.9%
SpS127.45
BVpS50.25
TBVpS22.63
PEG (NY)3.91
PEG (5Y)1.18
Graham Number109.01
Profitability
Industry RankSector Rank
ROA 12.78%
ROE 21.54%
ROCE 19.25%
ROIC 15.01%
ROICexc 17.68%
ROICexgc 32.28%
OM 10.87%
PM (TTM) 8.49%
GM 30.39%
FCFM 9.64%
ROA(3y)12.69%
ROA(5y)10.99%
ROE(3y)22.64%
ROE(5y)21.17%
ROIC(3y)15.73%
ROIC(5y)14.51%
ROICexc(3y)18.81%
ROICexc(5y)17.03%
ROICexgc(3y)33.89%
ROICexgc(5y)31.67%
ROCE(3y)20.18%
ROCE(5y)18.62%
ROICexgc growth 3Y3.11%
ROICexgc growth 5Y4.82%
ROICexc growth 3Y2.9%
ROICexc growth 5Y8.88%
OM growth 3Y5.17%
OM growth 5Y9.14%
PM growth 3Y8.43%
PM growth 5Y63.39%
GM growth 3Y1.43%
GM growth 5Y0.88%
F-Score8
Asset Turnover1.5
Health
Industry RankSector Rank
Debt/Equity 0.31
Debt/FCF 1.25
Debt/EBITDA 0.98
Cap/Depr 44.89%
Cap/Sales 0.63%
Interest Coverage 250
Cash Conversion 83.7%
Profit Quality 113.54%
Current Ratio 3.68
Quick Ratio 2.56
Altman-Z 8.34
F-Score8
WACC8.63%
ROIC/WACC1.74
Cap/Depr(3y)47.45%
Cap/Depr(5y)40.98%
Cap/Sales(3y)0.58%
Cap/Sales(5y)0.54%
Profit Quality(3y)99.93%
Profit Quality(5y)104.31%
High Growth Momentum
Growth
EPS 1Y (TTM)6.48%
EPS 3Y14.97%
EPS 5Y21.58%
EPS Q2Q%5.02%
EPS Next Y6.5%
EPS Next 2Y7.66%
EPS Next 3Y8%
EPS Next 5YN/A
Revenue 1Y (TTM)6.14%
Revenue growth 3Y6.19%
Revenue growth 5Y7.05%
Sales Q2Q%8.39%
Revenue Next Year7.66%
Revenue Next 2Y6.53%
Revenue Next 3Y5.83%
Revenue Next 5YN/A
EBIT growth 1Y4.48%
EBIT growth 3Y11.68%
EBIT growth 5Y16.83%
EBIT Next Year21.29%
EBIT Next 3Y11.32%
EBIT Next 5YN/A
FCF growth 1Y14.73%
FCF growth 3Y40.01%
FCF growth 5Y10.96%
OCF growth 1Y15.43%
OCF growth 3Y37.94%
OCF growth 5Y10.66%

APPLIED INDUSTRIAL TECH INC / AIT Fundamental Analysis FAQ

Can you provide the ChartMill fundamental rating for APPLIED INDUSTRIAL TECH INC?

ChartMill assigns a fundamental rating of 7 / 10 to AIT.


Can you provide the valuation status for APPLIED INDUSTRIAL TECH INC?

ChartMill assigns a valuation rating of 3 / 10 to APPLIED INDUSTRIAL TECH INC (AIT). This can be considered as Overvalued.


Can you provide the profitability details for APPLIED INDUSTRIAL TECH INC?

APPLIED INDUSTRIAL TECH INC (AIT) has a profitability rating of 8 / 10.


How financially healthy is APPLIED INDUSTRIAL TECH INC?

The financial health rating of APPLIED INDUSTRIAL TECH INC (AIT) is 10 / 10.


What is the earnings growth outlook for APPLIED INDUSTRIAL TECH INC?

The Earnings per Share (EPS) of APPLIED INDUSTRIAL TECH INC (AIT) is expected to grow by 6.5% in the next year.