APPLIED INDUSTRIAL TECH INC (AIT) Stock Fundamental Analysis
NYSE:AIT • US03820C1053
282.27 USD
+3.53 (+1.27%)
At close: Feb 24, 2026
282.27 USD
0 (0%)
After Hours: 2/24/2026, 4:03:25 PM
Taking everything into account, AIT scores 7 out of 10 in our fundamental rating. AIT was compared to 50 industry peers in the Trading Companies & Distributors industry. AIT has outstanding health and profitabily ratings, belonging to the best of the industry. This is a solid base for any company. 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.
- AIT had a positive operating cash flow in the past year.
- AIT had positive earnings in each of the past 5 years.
- Each year in the past 5 years AIT had a positive operating cash flow.
1.2 Ratios
- With an excellent Return On Assets value of 12.78%, AIT belongs to the best of the industry, outperforming 96.00% of the companies in the same industry.
- With a decent Return On Equity value of 21.54%, AIT is doing good in the industry, outperforming 80.00% of the companies in the same industry.
- AIT has a better Return On Invested Capital (15.01%) than 92.00% 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 9.43%.
| 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
- Looking at the Profit Margin, with a value of 8.49%, AIT is in the better half of 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.
- AIT's Operating Margin of 10.87% is fine compared to the rest of the industry. AIT outperforms 72.00% of its industry peers.
- AIT's Operating Margin has improved in the last couple of years.
- AIT has a Gross Margin (30.39%) which is comparable to the rest of the 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.
- The number of shares outstanding for AIT has been reduced compared to 1 year ago.
- 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 8.55. 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 8.55, AIT belongs to the top of the industry, outperforming 94.00% 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.
- AIT has a better Debt to FCF ratio (1.25) than 88.00% 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.
- Looking at the Debt to Equity ratio, with a value of 0.31, AIT is in the better half of the industry, outperforming 66.00% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.31 | ||
| Debt/FCF | 1.25 | ||
| Altman-Z | 8.55 |
ROIC/WACC1.58
WACC9.52%
2.3 Liquidity
- A Current Ratio of 3.68 indicates that AIT has no problem at all paying its short term obligations.
- The Current ratio of AIT (3.68) is better than 86.00% 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 88.00% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 3.68 | ||
| Quick Ratio | 2.56 |
3. Growth
3.1 Past
- The Earnings Per Share has been growing slightly by 6.48% over the past year.
- Measured over the past years, AIT shows a very strong growth in Earnings Per Share. The EPS has been growing by 21.58% on average per year.
- Looking at the last year, AIT shows a small growth in Revenue. The Revenue has grown by 6.14% in the last year.
- 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
- 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.
4. Valuation
4.1 Price/Earnings Ratio
- AIT is valuated quite expensively with a Price/Earnings ratio of 26.86.
- 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 26.64.
- Based on the Price/Forward Earnings ratio of 24.11, the valuation of AIT can be described as rather expensive.
- The rest of the industry has a similar Price/Forward Earnings ratio as AIT.
- The average S&P500 Price/Forward Earnings ratio is at 27.75. AIT is around the same levels.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 26.86 | ||
| Fwd PE | 24.11 |
4.2 Price Multiples
- Compared to the rest of the industry, the Enterprise Value to EBITDA ratio of AIT is on the same level as its industry peers.
- 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 | 22.97 | ||
| EV/EBITDA | 18.1 |
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)4.14
PEG (5Y)1.24
EPS Next 2Y7.56%
EPS Next 3Y8.09%
5. Dividend
5.1 Amount
- AIT has a yearly dividend return of 0.73%, which is pretty low.
- Compared to an average industry Dividend Yield of 1.10, AIT pays a bit more dividend than its industry peers.
- 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%
282.27
+3.53 (+1.27%)
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 Cap10.53B
Revenue(TTM)4.75B
Net Income(TTM)403.79M
Analysts81.54
Price Target302.36 (7.12%)
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 | 26.86 | ||
| Fwd PE | 24.11 | ||
| P/S | 2.21 | ||
| P/FCF | 22.97 | ||
| P/OCF | 21.55 | ||
| P/B | 5.62 | ||
| P/tB | 12.47 | ||
| EV/EBITDA | 18.1 |
EPS(TTM)10.51
EY3.72%
EPS(NY)11.71
Fwd EY4.15%
FCF(TTM)12.29
FCFY4.35%
OCF(TTM)13.1
OCFY4.64%
SpS127.45
BVpS50.25
TBVpS22.63
PEG (NY)4.14
PEG (5Y)1.24
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 | 8.55 |
F-Score8
WACC9.52%
ROIC/WACC1.58
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 6 / 10 and the dividend payout ratio is 17.32%.