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.
  • AIT had a positive operating cash flow in the past year.
  • AIT had positive earnings in each of the past 5 years.
  • 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

  • AIT has a better Return On Assets (12.78%) than 95.65% of its industry peers.
  • AIT has a Return On Equity of 21.54%. This is amongst the best in the industry. AIT outperforms 84.78% of its industry peers.
  • AIT has a better Return On Invested Capital (15.01%) than 91.30% of its industry peers.
  • Measured over the past 3 years, the Average Return On Invested Capital for AIT is significantly above the industry average of 9.03%.
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 80.43% of its industry peers.
  • AIT's Profit Margin has improved in the last couple of years.
  • The Operating Margin of AIT (10.87%) is better than 78.26% of its industry peers.
  • AIT's Operating Margin has improved in the last couple of years.
  • AIT has a Gross Margin of 30.39%. This is comparable to the rest of the industry: AIT outperforms 54.35% of its industry peers.
  • AIT's Gross Margin has been stable in the last couple of years.
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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ROAROEROICOperating and Profit MarginShow most profitable peers

9

2. AIT Health Analysis

2.1 Basic Checks

  • The Return on Invested Capital (ROIC) is just above the Cost of Capital (WACC), so AIT is still creating some value.
  • AIT has less shares outstanding than it did 1 year ago.
  • Compared to 5 years ago, AIT has less shares outstanding
  • The debt/assets ratio for AIT has been reduced compared to a year ago.
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 8.22. This indicates that AIT is financially healthy and has little risk of bankruptcy at the moment.
  • AIT has a Altman-Z score of 8.22. This is amongst the best in the industry. AIT outperforms 89.13% 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.
  • AIT has a better Debt to FCF ratio (1.25) than 89.13% of its industry peers.
  • A Debt/Equity ratio of 0.31 indicates that AIT is not too dependend on debt financing.
  • AIT's Debt to Equity ratio of 0.31 is fine compared to the rest of the industry. AIT outperforms 63.04% of its industry peers.
Industry RankSector Rank
Debt/Equity 0.31
Debt/FCF 1.25
Altman-Z 8.22
ROIC/WACC1.51
WACC9.94%
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.
  • The Current ratio of AIT (3.68) is better than 89.13% 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.
  • The Quick ratio of AIT (2.56) is better than 89.13% 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%.
  • 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

  • AIT is expected to show a small growth in Earnings Per Share. In the coming years, the EPS will grow by 8.00% yearly.
  • 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 Year7.82%
Revenue Next 2Y6.59%
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.
  • The Revenue growth rate is stable: in the next years the growth will be about the same than in the last years.
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

  • A Price/Earnings ratio of 24.32 indicates a rather expensive valuation of 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 25.70. AIT is around the same levels.
  • A Price/Forward Earnings ratio of 21.79 indicates a rather expensive 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 23.84. 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

  • The rest of the industry has a similar Enterprise Value to EBITDA ratio as AIT.
  • AIT's Price/Free Cash Flow ratio is a bit cheaper when compared to the industry. AIT is cheaper than 73.91% of the companies in the same industry.
Industry RankSector Rank
P/FCF 20.8
EV/EBITDA 16.9
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.
  • 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%

More info and screens

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 1.04, AIT pays a bit more dividend than its industry peers.
  • Compared to an average S&P500 Dividend Yield of 1.82, 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 been paying a dividend for at least 10 years, so it has 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.
  • 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 (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 16.9
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 8.22
F-Score8
WACC9.94%
ROIC/WACC1.51
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 6 / 10 and the dividend payout ratio is 17.32%.