AIT:NYE-Applied Industrial Technologies Inc. (USD)

EQUITY | Industrial Distribution | New York Stock Exchange

Last Closing

USD 193.61

Change

0.00 (0.00)%

Market Cap

USD 2.31B

Volume

0.21M

Analyst Target

USD 74.80
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Applied Industrial Technologies Inc is an industrial distributor in North America, Australia, and New Zealand, serving MRO (maintenance, repair, and operations) and OEM (original equipment manufacturing) customers in diversified industries.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-09-07 )

Largest Industry Peers for Industrial Distribution

Symbol Name Price(Change) Market Cap
FERG Ferguson Plc

N/A

USD 38.24B
CNM Core & Main Inc

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USD 7.65B
SITE SiteOne Landscape Supply Inc

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USD 6.13B
REZI Resideo Technologies Inc

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DNOW Now Inc

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USD 1.26B
GIC Global Industrial Co

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USD 1.18B
BXC BlueLinx Holdings Inc

N/A

USD 0.83B
EVI EVI Industries Inc

N/A

USD 0.20B
WCC-PA WESCO International Inc

N/A

N/A
WCC WESCO International Inc

N/A

N/A

ETFs Containing AIT

AIRR First Trust RBA American .. 3.06 % 0.70 %

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USD 1.50B
VRTGX Vanguard Russell 2000 Gro.. 0.62 % 0.00 %

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USD 1.19B
VTWG Vanguard Russell 2000 Gro.. 0.62 % 0.20 %

N/A

USD 0.95B
GSSC Goldman Sachs ActiveBeta.. 0.34 % 0.20 %

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USD 0.50B
XRSG:LSE Xtrackers Russell 2000 UC.. 0.32 % 0.00 %

N/A

USD 1.31B
XRSU:LSE Xtrackers Russell 2000 UC.. 0.32 % 0.00 %

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USD 1.31B
XRS2:F Xtrackers (IE) Public Lim.. 0.32 % 0.00 %

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USD 1.19B
XRS2:XETRA Xtrackers Russell 2000 UC.. 0.32 % 0.00 %

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USD 1.19B
XRS2:SW Xtrackers Russell 2000 UC.. 0.32 % 0.00 %

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USD 1.33B
R2SC:LSE SPDR® Russell 2000 US Sm.. 0.31 % 0.00 %

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USD 3.11B
R2US:LSE SPDR® Russell 2000 US Sm.. 0.31 % 0.00 %

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USD 3.09B
R2US:PA SSgA SPDR ETFs Europe II .. 0.31 % 0.00 %

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USD 3.13B
ZPRR:F SSgA SPDR ETFs Europe II .. 0.31 % 0.00 %

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USD 2.91B
ZPRR:XETRA SPDR® Russell 2000 US Sm.. 0.31 % 0.00 %

N/A

USD 2.91B
R2US:SW SPDR® Russell 2000 US Sm.. 0.31 % 0.00 %

N/A

USD 3.17B
VRTIX Vanguard Russell 2000 Ind.. 0.30 % 0.00 %

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USD 10.02B
VTWO Vanguard Russell 2000 Ind.. 0.30 % 0.15 %

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USD 10.36B
RSSL Global X Funds 0.30 % 0.00 %

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DFAS Dimensional U.S. Small Ca.. 0.29 % 0.00 %

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USD 8.31B
HDG ProShares Hedge Replicati.. 0.00 % 0.95 %

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USD 0.03B
IWM iShares Russell 2000 ETF 0.00 % 0.19 %

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IWO iShares Russell 2000 Grow.. 0.00 % 0.24 %

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SLY 0.00 % 0.15 %

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N/A
URTY ProShares UltraPro Russel.. 0.00 % 0.95 %

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USD 0.46B
UWM ProShares Ultra Russell20.. 0.00 % 0.95 %

N/A

USD 0.25B

Market Performance

  Market Performance vs. Industry/Classification (Industrial Distribution) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 12.11% 93% A 76% C+
Dividend Return 0.86% 50% F 22% F
Total Return 12.97% 93% A 72% C
Trailing 12 Months  
Capital Gain 22.99% 71% C- 81% B-
Dividend Return 1.16% 38% F 15% F
Total Return 24.15% 71% C- 78% C+
Trailing 5 Years  
Capital Gain 260.74% 100% F 97% N/A
Dividend Return 13.32% 50% F 50% F
Total Return 274.06% 100% F 97% N/A
Average Annual (5 Year Horizon)  
Capital Gain 33.32% 80% B- 91% A-
Dividend Return 34.89% 80% B- 90% A-
Total Return 1.56% 33% F 36% F
Risk Return Profile  
Volatility (Standard Deviation) 24.24% 80% B- 43% F
Risk Adjusted Return 143.94% 93% A 100% F
Market Capitalization 2.31B 78% C+ 82% B

Key Financial Ratios

  Ratio vs. Industry/Classification (Industrial Distribution) Ratio vs. Market (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 70.30 60% 42%
Price/Book Ratio 4.40 44% 20%
Price / Cash Flow Ratio 20.19 33% 18%
Price/Free Cash Flow Ratio 13.25 56% 33%
Management Effectiveness  
Return on Equity 24.51% 70% 89%
Return on Invested Capital 18.25% 60% 86%
Return on Assets 10.88% 100% 94%
Debt to Equity Ratio 33.89% 75% 70%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Low debt

The company is less leveraged than its peers ,, and is among the top quartile, which makes it more flexible. However, do check the news and look at its sector. Sometimes this is low because the company is not growing and has no growth potential.

Superior return on assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

What to not like:
Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector