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

EQUITY | Industrial Distribution | New York Stock Exchange

Last Closing

USD 197.88

Change

+2.36 (+1.21)%

Market Cap

USD 2.31B

Volume

0.28M

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: 2024-03-27 )

Largest Industry Peers for Industrial Distribution

Symbol Name Price(Change) Market Cap
GWW WW Grainger Inc

-18.58 (-1.96%)

USD 49.86B
FERG Ferguson Plc

+0.50 (+0.23%)

USD 43.80B
WSO Watsco Inc

-0.79 (-0.18%)

USD 17.43B
CNM Core & Main Inc

+0.57 (+1.00%)

USD 10.91B
WCC WESCO International Inc

-1.50 (-0.95%)

USD 7.83B
SITE SiteOne Landscape Supply Inc

-0.13 (-0.08%)

USD 7.05B
MSM MSC Industrial Direct Company ..

-0.01 (-0.01%)

USD 5.38B
GIC Global Industrial Co

-0.26 (-0.64%)

USD 1.59B
BXC BlueLinx Holdings Inc

-0.64 (-0.56%)

USD 0.94B
EVI EVI Industries Inc

+1.42 (+7.09%)

USD 0.30B

ETFs Containing AIT

CBUSAS:SW Amundi S&P SmallCap 600 E.. 1.10 % 0.00 %

N/A

USD 0.12B
MWON:XETRA Amundi S&P SmallCap 600 E.. 1.10 % 0.00 %

+0.98 (+1.26%)

USD 0.12B
USASUS:SW Amundi S&P SmallCap 600 E.. 1.10 % 0.00 %

+0.51 (+1.26%)

USD 0.12B
ZSML-F:CA BMO S&P US Small Cap Inde.. 0.66 % 0.00 %

N/A

CAD 5.46M
ZSML-U:CA BMO S&P US Small Cap Inde.. 0.66 % 0.00 %

N/A

N/A
IDP6:SW iShares S&P SmallCap 600 .. 0.64 % 0.00 %

+1.06 (+1.26%)

USD 1.71B
IWO iShares Russell 2000 Grow.. 0.58 % 0.24 %

+3.23 (+1.26%)

USD 10.44B
VTWG Vanguard Russell 2000 Gro.. 0.56 % 0.20 %

+2.49 (+1.26%)

USD 0.93B
DFAS Dimensional U.S. Small Ca.. 0.35 % 0.00 %

+0.34 (+1.26%)

USD 7.60B
SPSM SPDR® Portfolio S&P 600 .. 0.00 % 0.06 %

+0.25 (+1.26%)

USD 10.27B
VRTGX Vanguard Russell 2000 Gro.. 0.00 % 0.00 %

+5.03 (+1.26%)

USD 1.19B
SLY 0.00 % 0.15 %

N/A

N/A
VIOG Vanguard S&P Small-Cap 60.. 0.00 % 0.20 %

+0.91 (+1.26%)

USD 0.80B
IUS3:XETRA 0.00 % 0.00 %

N/A

N/A
ZSML:CA BMO S&P US Small Cap Inde.. 0.00 % 0.00 %

N/A

N/A
SMLE DBX ETF Trust - S&P Small.. 0.00 % 0.00 %

+0.20 (+1.26%)

USD 1.27M

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 14.59% 77% C+ 86% B+
Dividend Return 0.21% 11% F 10% F
Total Return 14.80% 77% C+ 86% B+
Trailing 12 Months  
Capital Gain 41.98% 62% D 88% B+
Dividend Return 1.02% 22% F 11% F
Total Return 43.00% 62% D 87% B+
Trailing 5 Years  
Capital Gain 232.74% 71% C- 94% A
Dividend Return 11.20% 25% F 43% F
Total Return 243.94% 71% C- 94% A
Average Annual (5 Year Horizon)  
Capital Gain 29.16% 83% B 90% A-
Dividend Return 30.86% 83% B 90% A-
Total Return 1.70% 38% F 42% F
Risk Return Profile  
Volatility (Standard Deviation) 26.01% 67% D+ 44% F
Risk Adjusted Return 118.66% 92% A 99% N/A
Market Capitalization 2.31B 50% F 81% 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 69% 39%
Price/Book Ratio 4.70 58% 18%
Price / Cash Flow Ratio 21.98 50% 15%
Price/Free Cash Flow Ratio 14.14 58% 27%
Management Effectiveness  
Return on Equity 25.79% 69% 88%
Return on Invested Capital 18.89% 62% 84%
Return on Assets 11.52% 77% 94%
Debt to Equity Ratio 40.93% 67% 67%

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.

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.

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.

Superior Dividend Growth

This stock has shown top quartile dividend growth in the previous 5 years compared to its sector

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.

Below median total returns

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

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.

Low Revenue Growth

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