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Company Analysis

Applied Industrial Technologies AIT

A comprehensive view of key metrics, scores, and financial health for Applied Industrial Technologies

Overview of Applied Industrial Technologies, Inc.

AIT NYQ
Industrials Industrial Distribution Mid Cap
Applied Industrial Technologies, Inc. (AIT), is a Mid Cap company, in the Industrial Distribution industry, last closed at $255.65, about 29.7% overvalued vs fair value, +12.5% 1Y return, ranked 295/656 in sector.
$255.65
-1.63%
As of March 13, 2026
Previous close • Vol 90d: 27.2%
52-Week Range
Market Cap
$9.64B
Enterprise Value
$9.81B
Overall Score
Scores locked

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Top Beats

Quick Facts

Website https://www.applied.com
HQ Cleveland, OH
Employees 6,794
Fiscal year Jun 30

Next Events

Earnings Apr 30 Estimated

Fair Value Snapshot

Bear Base Bull
$153
$180
$207
Current: $255.65 -30% vs base

Engine Room Money Flow™

Mid Cap

Corporate Free Cash Flow - Where revenue goes and how value is created

Flow Steps
Revenue
$4.6B
1.9%%
Gross Profit
$1.4B
3.5%%
Operating Income
$498.5M
0.5%%
Net Income
$393.0M
1.9%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Corporate Free Cash Flow

Quality & Reliability Indicators

Cash Conversion Ratio
118.4%
Excellent

FCF / Net Income - measures how well earnings convert to cash

Locked Metric
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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$241.6M
51.9% of FCF

Where It Leaks

Cash Flow Health healthy
Strong cash conversion with minimal leakage across profit-to-cash-to-value chain.
0
Active Leaks
0/0
Improving
0
High Impact
0
Critical
Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating Applied Industrial Technologies's durable competitive advantages across 6 defense dimensions

Overall Moat Strength
73
/100
Moderate
Scores based on quantitative metrics and qualitative factors

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Pricing Power

Moderate
52
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Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Generic Industrial / Default vs Industry Peers 95% Coverage
Trade-Off Triangle Visualization A ternary plot showing AIT's balance between Growth (30.6%), Profitability (37.9%), and Safety (31.5%). Growth 31% Safety 31% Profitability 38%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

58th percentile vs peers
59
Key Signals
Revenue CAGR 3Y 6.2% 65p EPS Growth YoY 11.2% 70p Rev Growth YoY 1.9% 35p TSR 93.9% 91p
Strengths
  • Superior capital returns - 3 return metrics above peer median
  • Tsr in top 20% of peers (93.9%, 91th percentile)
  • Operating Margin in top 20% of peers (10.9%, 80th percentile)
Risks

No significant risks identified for this axis.

Profitability

72th percentile vs peers
73
Key Signals
Strengths
Risks
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Safety

60th percentile vs peers
60
Key Signals
Strengths
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Two Futures

Scenario-based fair value ranges for Applied Industrial Technologies.

Loading valuation model...
Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
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Base
$179.65
- - -
-29.7% vs current
Snapshot base estimate
Bull
-
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- upside
-
Fair Value Range Current: $-
$- $- $-
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