APPLIED INDUSTRIAL TECH INC (AIT) Stock Fundamental Analysis
NYSE:AIT • US03820C1053
282.58 USD
-0.92 (-0.32%)
At close: Feb 27, 2026
282.58 USD
0 (0%)
After Hours: 2/27/2026, 8:04:00 PM
AIT gets a fundamental rating of 7 out of 10. The analysis compared the fundamentals against 50 industry peers in the Trading Companies & Distributors industry. AIT scores excellent points on both the profitability and health parts. This is a solid base for a good stock. AIT is quite expensive at the moment. It does show a decent growth rate.
1. Profitability
1.1 Basic Checks
- In the past year AIT was profitable.
- In the past year AIT had a positive cash flow from operations.
- Each year in the past 5 years AIT has been profitable.
- In the past 5 years AIT always reported a positive cash flow from operatings.
1.2 Ratios
- The Return On Assets of AIT (12.78%) is better than 96.00% of its industry peers.
- The Return On Equity of AIT (21.54%) is better than 80.00% of its industry peers.
- With an excellent Return On Invested Capital value of 15.01%, AIT belongs to the best of the industry, outperforming 92.00% of the companies in the same industry.
- AIT had an Average Return On Invested Capital over the past 3 years of 15.73%. This is significantly above the industry average of 9.42%.
| Industry Rank | Sector 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%
1.3 Margins
- With a decent Profit Margin value of 8.49%, AIT is doing good in the industry, outperforming 74.00% of the companies in the same industry.
- 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 72.00% of the companies in the same industry.
- AIT's Operating Margin has improved in the last couple of years.
- With a Gross Margin value of 30.39%, AIT perfoms like the industry average, outperforming 52.00% of the companies in the same industry.
- AIT's Gross Margin has been stable in the last couple of years.
| Industry Rank | Sector 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%
2. Health
2.1 Basic Checks
- With a Return on Invested Capital (ROIC) just above the Cost of Capital (WACC), AIT is creating some value.
- Compared to 1 year ago, AIT has less shares outstanding
- Compared to 5 years ago, AIT has less shares outstanding
- Compared to 1 year ago, AIT has an improved debt to assets ratio.
2.2 Solvency
- AIT has an Altman-Z score of 8.63. This indicates that AIT is financially healthy and has little risk of bankruptcy at the moment.
- With an excellent Altman-Z score value of 8.63, AIT belongs to the best of the industry, outperforming 94.00% of the companies in the same industry.
- 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.
- AIT has a better Debt to FCF ratio (1.25) than 88.00% of its industry peers.
- 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 66.00% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.31 | ||
| Debt/FCF | 1.25 | ||
| Altman-Z | 8.63 |
ROIC/WACC1.59
WACC9.42%
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.
- With an excellent Current ratio value of 3.68, AIT belongs to the best of the industry, outperforming 86.00% of the companies in the same industry.
- 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 88.00% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 3.68 | ||
| Quick Ratio | 2.56 |
3. Growth
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
- AIT shows a small growth in Revenue. In the last year, the Revenue has grown by 6.14%.
- AIT shows a small growth in Revenue. Measured over the last years, the Revenue has been growing by 7.05% yearly.
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 quite strong growth in Earnings Per Share. The EPS will grow by 8.09% on average per year.
- AIT is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 5.83% yearly.
EPS Next Y6.49%
EPS Next 2Y7.56%
EPS Next 3Y8.09%
EPS Next 5YN/A
Revenue Next Year7.82%
Revenue Next 2Y6.56%
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.
- The Revenue growth rate is stable: in the next years the growth will be about the same than in the last years.
4. Valuation
4.1 Price/Earnings Ratio
- The Price/Earnings ratio is 26.89, which means the current valuation is very expensive for AIT.
- Compared to the rest of the industry, the Price/Earnings ratio of AIT is on the same level as its industry peers.
- The average S&P500 Price/Earnings ratio is at 27.10. AIT is around the same levels.
- The Price/Forward Earnings ratio is 24.14, which indicates a rather expensive current 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.
- When comparing the Price/Forward Earnings ratio of AIT to the average of the S&P500 Index (28.06), we can say AIT is valued inline with the index average.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 26.89 | ||
| Fwd PE | 24.14 |
4.2 Price Multiples
- AIT's Enterprise Value to EBITDA is on the same level as the industry average.
- AIT's Price/Free Cash Flow ratio is a bit cheaper when compared to the industry. AIT is cheaper than 78.00% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 22.99 | ||
| EV/EBITDA | 18.4 |
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.
- The excellent profitability rating of AIT may justify a higher PE ratio.
PEG (NY)4.15
PEG (5Y)1.25
EPS Next 2Y7.56%
EPS Next 3Y8.09%
5. Dividend
5.1 Amount
- With a yearly dividend of 0.73%, AIT is not a good candidate for dividend investing.
- AIT's Dividend Yield is comparable with the industry average which is at 1.26.
- Compared to an average S&P500 Dividend Yield of 1.80, AIT's dividend is way lower than the S&P500 average.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 0.73% |
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 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
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 2Y7.56%
EPS Next 3Y8.09%
282.58
-0.92 (-0.32%)
Chartmill FA Rating
GICS SectorIndustrials
GICS IndustryGroupCapital Goods
GICS IndustryTrading Companies & Distributors
Earnings (Last)01-27 2026-01-27/bmo
Earnings (Next)04-29 2026-04-29
Inst Owners95.71%
Inst Owner Change0.8%
Ins Owners0.84%
Ins Owner Change-2.95%
Market Cap10.54B
Revenue(TTM)4.75B
Net Income(TTM)403.79M
Analysts81.54
Price Target302.36 (7%)
Short Float %2.65%
Short Ratio2.77
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 0.73% |
Yearly Dividend1.67
Dividend Growth(5Y)5.71%
DP17.32%
Div Incr Years15
Div Non Decr Years34
Ex-Date02-13 2026-02-13 (0.51)
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)0.01%
PT rev (3m)0.01%
EPS NQ rev (1m)-3.01%
EPS NQ rev (3m)-2.89%
EPS NY rev (1m)-0.02%
EPS NY rev (3m)-0.02%
Revenue NQ rev (1m)0.08%
Revenue NQ rev (3m)0.16%
Revenue NY rev (1m)0.29%
Revenue NY rev (3m)0.35%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 26.89 | ||
| Fwd PE | 24.14 | ||
| P/S | 2.22 | ||
| P/FCF | 22.99 | ||
| P/OCF | 21.58 | ||
| P/B | 5.62 | ||
| P/tB | 12.49 | ||
| EV/EBITDA | 18.4 |
EPS(TTM)10.51
EY3.72%
EPS(NY)11.71
Fwd EY4.14%
FCF(TTM)12.29
FCFY4.35%
OCF(TTM)13.1
OCFY4.63%
SpS127.45
BVpS50.25
TBVpS22.63
PEG (NY)4.15
PEG (5Y)1.25
Graham Number109.01
Profitability
| Industry Rank | Sector 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 Rank | Sector 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 | 8.63 |
F-Score8
WACC9.42%
ROIC/WACC1.59
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 Y6.49%
EPS Next 2Y7.56%
EPS Next 3Y8.09%
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 2Y6.56%
Revenue Next 3Y5.83%
Revenue Next 5YN/A
EBIT growth 1Y4.48%
EBIT growth 3Y11.68%
EBIT growth 5Y16.83%
EBIT Next Year21.52%
EBIT Next 3Y11.33%
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 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%.