APPLIED INDUSTRIAL TECH INC (AIT) Fundamental Analysis & Valuation

NYSE:AIT • US03820C1053

Current stock price

255.65 USD
-4.23 (-1.63%)
At close:
255 USD
-0.65 (-0.25%)
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.
  • In the past year AIT had a positive cash flow from operations.
  • In the past 5 years AIT has always been profitable.
  • In the past 5 years AIT always reported a positive cash flow from operatings.
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

  • With an excellent Return On Assets value of 12.78%, AIT belongs to the best of the industry, outperforming 95.74% of the companies in the same industry.
  • AIT has a Return On Equity of 21.54%. This is amongst the best in the industry. AIT outperforms 85.11% of its industry peers.
  • Looking at the Return On Invested Capital, with a value of 15.01%, AIT belongs to the top of the industry, outperforming 89.36% of the companies in the same industry.
  • Measured over the past 3 years, the Average Return On Invested Capital for AIT is significantly above the industry average of 9.22%.
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

  • Looking at the Profit Margin, with a value of 8.49%, AIT belongs to the top of the industry, outperforming 80.85% of the companies in the same industry.
  • In the last couple of years the Profit Margin of AIT has grown nicely.
  • AIT has a better Operating Margin (10.87%) than 78.72% of its industry peers.
  • In the last couple of years the Operating Margin of AIT has grown nicely.
  • Looking at the Gross Margin, with a value of 30.39%, AIT is in line with its industry, outperforming 55.32% of the companies in the same 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.
  • The number of shares outstanding for AIT has been reduced compared to 5 years ago.
  • AIT has a better debt/assets ratio than last year.
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 8.14. This indicates that AIT is financially healthy and has little risk of bankruptcy at the moment.
  • Looking at the Altman-Z score, with a value of 8.14, AIT belongs to the top of the industry, outperforming 87.23% of the companies in the same industry.
  • AIT has a debt to FCF ratio of 1.25. This is a very positive value and a sign of high solvency as it would only need 1.25 years to pay back of all of its debts.
  • The Debt to FCF ratio of AIT (1.25) is better than 87.23% of its industry peers.
  • AIT has a Debt/Equity ratio of 0.31. This is a healthy value indicating a solid balance between debt and equity.
  • AIT's Debt to Equity ratio of 0.31 is fine compared to the rest of the industry. AIT outperforms 61.70% of its industry peers.
Industry RankSector Rank
Debt/Equity 0.31
Debt/FCF 1.25
Altman-Z 8.14
ROIC/WACC1.75
WACC8.57%
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

  • AIT has a Current Ratio of 3.68. This indicates that AIT is financially healthy and has no problem in meeting its short term obligations.
  • AIT has a better Current ratio (3.68) than 87.23% of its industry peers.
  • A Quick Ratio of 2.56 indicates that AIT has no problem at all paying its short term obligations.
  • AIT has a better Quick ratio (2.56) than 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

  • AIT shows a small growth in Earnings Per Share. In the last year, the EPS has grown by 6.48%.
  • The Earnings Per Share has been growing by 21.58% on average over the past years. This is a very strong growth
  • Looking at the last year, AIT shows a small growth in Revenue. The Revenue has grown by 6.14% in the last year.
  • The Revenue has been growing slightly by 7.05% on average over the past years.
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.
  • Based on estimates for the next years, AIT will show a small growth in Revenue. The Revenue will grow by 5.83% on average per year.
EPS Next Y6.5%
EPS Next 2Y7.66%
EPS Next 3Y8%
EPS Next 5YN/A
Revenue Next Year7.82%
Revenue Next 2Y6.59%
Revenue Next 3Y5.83%
Revenue Next 5YN/A

3.3 Evolution

  • The EPS growth rate is decreasing: in the next years the growth will be less than in the last years.
  • 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

  • The Price/Earnings ratio is 24.32, which indicates a rather expensive current valuation of AIT.
  • AIT's Price/Earnings is on the same level as the industry average.
  • AIT is valuated at similar levels of the S&P average when we compare the Price/Earnings ratio to 25.71, which is the current average of the S&P500 Index.
  • A Price/Forward Earnings ratio of 21.79 indicates a rather expensive valuation of AIT.
  • Compared to the rest of the industry, the Price/Forward Earnings ratio of AIT is on the same level as its industry peers.
  • The average S&P500 Price/Forward Earnings ratio is at 23.83. AIT is around the same levels.
Industry RankSector Rank
PE 24.32
Fwd PE 21.79
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 76.60% of the companies in the same industry.
Industry RankSector Rank
P/FCF 20.8
EV/EBITDA 16.62
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 AIT does not grow enough to justify the current Price/Earnings ratio.
  • AIT has an outstanding profitability rating, which may justify a higher PE ratio.
PEG (NY)3.74
PEG (5Y)1.13
EPS Next 2Y7.66%
EPS Next 3Y8%

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

5

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 0.94, AIT has a dividend in line with its industry peers.
  • Compared to an average S&P500 Dividend Yield of 1.91, AIT's dividend is way lower than the S&P500 average.
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 paid a dividend for at least 10 years, which is a reliable track record.
  • AIT has not decreased their dividend for at least 10 years, which is a reliable track record.
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.
  • AIT's earnings are growing more than its dividend. This makes the dividend growth 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 (3/13/2026, 8:09:24 PM)

After market: 255 -0.65 (-0.25%)

255.65

-4.23 (-1.63%)

Chartmill FA Rating
GICS SectorIndustrials
GICS IndustryGroupCapital Goods
GICS IndustryTrading Companies & Distributors
Earnings (Last)01-27
Earnings (Next)04-29
Inst Owners95.79%
Inst Owner Change0.87%
Ins Owners0.76%
Ins Owner Change-4.34%
Market Cap9.54B
Revenue(TTM)4.75B
Net Income(TTM)403.79M
Analysts81.54
Price Target302.36 (18.27%)
Short Float %2.85%
Short Ratio3.11
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%
PT rev (3m)0.01%
EPS NQ rev (1m)0.05%
EPS NQ rev (3m)-2.84%
EPS NY rev (1m)0.01%
EPS NY rev (3m)-0.01%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)0.16%
Revenue NY rev (1m)0.08%
Revenue NY rev (3m)0.33%
Valuation
Industry RankSector Rank
PE 24.32
Fwd PE 21.79
P/S 2.01
P/FCF 20.8
P/OCF 19.52
P/B 5.09
P/tB 11.3
EV/EBITDA 16.62
EPS(TTM)10.51
EY4.11%
EPS(NY)11.73
Fwd EY4.59%
FCF(TTM)12.29
FCFY4.81%
OCF(TTM)13.1
OCFY5.12%
SpS127.45
BVpS50.25
TBVpS22.63
PEG (NY)3.74
PEG (5Y)1.13
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 8.14
F-Score8
WACC8.57%
ROIC/WACC1.75
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 Year7.82%
Revenue Next 2Y6.59%
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.


How profitable is APPLIED INDUSTRIAL TECH INC (AIT) stock?

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


Can you provide the financial health for AIT stock?

The financial health rating of APPLIED INDUSTRIAL TECH INC (AIT) is 9 / 10.


How sustainable is the dividend of APPLIED INDUSTRIAL TECH INC (AIT) stock?

The dividend rating of APPLIED INDUSTRIAL TECH INC (AIT) is 5 / 10 and the dividend payout ratio is 17.32%.