APPLIED INDUSTRIAL TECH INC (AIT) Fundamental Analysis & Valuation

NYSE:AIT • US03820C1053

Current stock price

302.99 USD
-2.76 (-0.9%)
At close:
302.99 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.
  • 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

  • The Return On Assets of AIT (12.78%) is better than 93.48% of its industry peers.
  • Looking at the Return On Equity, with a value of 21.54%, AIT belongs to the top of the industry, outperforming 84.78% of the companies in the same industry.
  • AIT has a Return On Invested Capital of 15.01%. This is amongst the best in the industry. AIT outperforms 91.30% of its industry peers.
  • AIT had an Average Return On Invested Capital over the past 3 years of 15.73%. This is significantly above the industry average of 9.22%.
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

  • With an excellent Profit Margin value of 8.49%, AIT belongs to the best of the industry, outperforming 80.43% of the companies in the same industry.
  • In the last couple of years the Profit Margin of AIT has grown nicely.
  • With a decent Operating Margin value of 10.87%, AIT is doing good in the industry, outperforming 78.26% 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 47.83% of the companies in the same industry.
  • 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

More info and screens

ROAROEROICOperating and Profit MarginShow most profitable peers

9

2. AIT Health Analysis

2.1 Basic Checks

  • AIT has a Return on Invested Capital (ROIC), which is just above the Cost of Capital (WACC), which means it is creating some value.
  • Compared to 1 year ago, AIT has less shares outstanding
  • 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 9.02. This indicates that AIT is financially healthy and has little risk of bankruptcy at the moment.
  • With an excellent Altman-Z score value of 9.02, AIT belongs to the best of the industry, outperforming 89.13% 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.
  • Looking at the Debt to FCF ratio, with a value of 1.25, AIT belongs to the top of the industry, outperforming 89.13% of the companies in the same industry.
  • A Debt/Equity ratio of 0.31 indicates that AIT is not too dependend on debt financing.
  • Looking at the Debt to Equity ratio, with a value of 0.31, AIT is in the better half of the industry, outperforming 65.22% of the companies in the same industry.
Industry RankSector Rank
Debt/Equity 0.31
Debt/FCF 1.25
Altman-Z 9.02
ROIC/WACC1.65
WACC9.11%
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.
  • With an excellent Current ratio value of 3.68, AIT belongs to the best of the industry, outperforming 86.96% of the companies in the same industry.
  • 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.
  • Looking at the Quick ratio, with a value of 2.56, AIT belongs to the top of the industry, outperforming 86.96% of the companies in the same industry.
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

More info and screens

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 6.33%.
  • 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.
  • The Revenue has been growing slightly by 1.88% in the past 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)6.33%
EPS 3Y14.97%
EPS 5Y21.58%
EPS Q2Q%3.11%
Revenue 1Y (TTM)1.88%
Revenue growth 3Y6.19%
Revenue growth 5Y7.05%
Sales Q2Q%7.26%

3.2 Future

  • The Earnings Per Share is expected to grow by 8.00% on average over the next years.
  • The Revenue is expected to grow by 5.81% on average over the next years.
EPS Next Y6.39%
EPS Next 2Y7.71%
EPS Next 3Y8%
EPS Next 5YN/A
Revenue Next Year7.68%
Revenue Next 2Y6.56%
Revenue Next 3Y5.81%
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

More info and screens

Find the best growth stocksShow best growing peers

3

4. AIT Valuation Analysis

4.1 Price/Earnings Ratio

  • With a Price/Earnings ratio of 28.61, AIT can be considered very expensive at the moment.
  • 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 26.64, which is the current average of the S&P500 Index.
  • A Price/Forward Earnings ratio of 25.81 indicates a quite expensive valuation of AIT.
  • AIT's Price/Forward Earnings is on the same level as the industry average.
  • Compared to an average S&P500 Price/Forward Earnings ratio of 21.36, AIT is valued a bit more expensive.
Industry RankSector Rank
PE 28.61
Fwd PE 25.81
AIT Price Earnings VS Forward Price EarningsAIT Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30

4.2 Price Multiples

  • Based on the Enterprise Value to EBITDA ratio, AIT is valued a bit more expensive than the industry average as 65.22% of the companies are valued more cheaply.
  • 78.26% of the companies in the same industry are more expensive than AIT, based on the Price/Free Cash Flow ratio.
Industry RankSector Rank
P/FCF 24.65
EV/EBITDA 19.83
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)4.48
PEG (5Y)1.33
EPS Next 2Y7.71%
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 0.67%, AIT is not a good candidate for dividend investing.
  • AIT's Dividend Yield is a higher than the industry average which is at 0.80.
  • With a Dividend Yield of 0.67, AIT pays less dividend than the S&P500 average, which is at 1.80.
Industry RankSector Rank
Dividend Yield 0.67%

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 Years16
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 2Y7.71%
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

More info and screens

Find the best dividend stocksShow peers with best dividend

AIT Fundamentals: All Metrics, Ratios and Statistics

APPLIED INDUSTRIAL TECH INC

NYSE:AIT (5/1/2026, 8:09:10 PM)

After market: 302.99 0 (0%)

302.99

-2.76 (-0.9%)

Chartmill FA Rating
GICS SectorIndustrials
GICS IndustryGroupCapital Goods
GICS IndustryTrading Companies & Distributors
Industry Strength70.81
Industry Growth45.96
Earnings (Last)04-28
Earnings (Next)08-12
Inst Owners96.8%
Inst Owner Change0.06%
Ins Owners0.76%
Ins Owner Change-4.34%
Market Cap11.30B
Revenue(TTM)4.56B
Net Income(TTM)403.79M
Analysts81.67
Price Target306.78 (1.25%)
Short Float %1.69%
Short Ratio2.17
Dividend
Industry RankSector Rank
Dividend Yield 0.67%
Yearly Dividend1.67
Dividend Growth(5Y)5.71%
DP17.32%
Div Incr Years16
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)-0.13%
PT rev (3m)-0.12%
EPS NQ rev (1m)0%
EPS NQ rev (3m)-3.29%
EPS NY rev (1m)-0.11%
EPS NY rev (3m)-0.12%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)-0.08%
Revenue NY rev (1m)0.02%
Revenue NY rev (3m)0.16%
Valuation
Industry RankSector Rank
PE 28.61
Fwd PE 25.81
P/S 2.38
P/FCF 24.65
P/OCF 23.14
P/B 6.03
P/tB 13.39
EV/EBITDA 19.83
EPS(TTM)10.59
EY3.5%
EPS(NY)11.74
Fwd EY3.87%
FCF(TTM)12.29
FCFY4.06%
OCF(TTM)13.1
OCFY4.32%
SpS127.45
BVpS50.25
TBVpS22.63
PEG (NY)4.48
PEG (5Y)1.33
Graham Number109.425 (-63.88%)
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 9.02
F-Score8
WACC9.11%
ROIC/WACC1.65
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)6.33%
EPS 3Y14.97%
EPS 5Y21.58%
EPS Q2Q%3.11%
EPS Next Y6.39%
EPS Next 2Y7.71%
EPS Next 3Y8%
EPS Next 5YN/A
Revenue 1Y (TTM)1.88%
Revenue growth 3Y6.19%
Revenue growth 5Y7.05%
Sales Q2Q%7.26%
Revenue Next Year7.68%
Revenue Next 2Y6.56%
Revenue Next 3Y5.81%
Revenue Next 5YN/A
EBIT growth 1Y4.48%
EBIT growth 3Y11.68%
EBIT growth 5Y16.83%
EBIT Next Year21.26%
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 9 / 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 6.39% in the next year.