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Applied Industrial Technologies, Inc. (AIT) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

Applied Industrial Technologies, Inc.

AITMarket cap $13BPrice $345.0

Country🇺🇸United States

SectorIndustrials

IndustryTrading & Distribution

Distributes industrial parts, bearings, and fluid power components that keep factories, mines, and fleets running. With 6 million+ products and 590+ locations, it's the go-to fixer when a broken machine can't wait for downtime.

In Bastion Portfolios?

52W Return+40%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+4%4

Revenue Forecast

Rev CAGR (1y)+6%5

Rev CAGR (3y)+5%4

Rev CAGR (5y)+4%4

Earnings Forecast

EPS Growth Y+1+10%7

EPS Growth Y+2+9%6

EPS Growth Y+3+5%5

Quality

Margins

EBIT Margin11%5

Net Income Margin8%5

Free Cash Flow Margin9%6

Debt

Net Debt/EBITDA0.57

Efficiency

ROE22%8

ROA13%9

Earnings Stability1010

GEAR+AVERAGE57

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)282

P/E Ratio (Forward 3y)252

P/BV6.82

EV Multiples

EV/EBITDA Fwd192

EV/EBIT Fwd223

Yield

Free Cash Flow Yield3.6%5

Dividend Yield0.6%2

Momentum

Short term

1 month return+6%9

3 month return+10%8

YTD return+35%9

Mid term

Price vs 52wHigh92%9

1 year return+37%8

Long term

3 year return+125%8

5 year return+278%9

Risk Shield

Price Risk

Beta1.13

Volatility26%8

Free Cash Flow

Free Cash Flow Margin9%6

Free Cash Flow Yield3.6%5

Quality

ROCE22%9

Earnings Stability1010

Net Debt/EBITDA0.57

02Growth

Is it actually growing, and how fast?

AITApplied Industrial Technologies

Revenue FY26$5.0B

GROWTH RATING↗

AVERAGE36 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+4%4

Revenue, next 1Y+6%5

Revenue, next 3Y, CAGR+5%4

Revenue, next 5Y, CAGR+4%4

EARNINGS FORECAST▾SCORE

EPS growth, FY27E+10%7

EPS growth, FY28E+9%6

EPS growth, FY29E+5%5

GROWTH ASSESSMENT

STRENGTHS

Earnings are set to grow in step with sales (EPS about 9%/yr vs revenue 5%/yr).

WATCH

A mid-pack grower, ahead of 36% of companies worldwide.

Revenue is set to grow 5%/yr over the next 3 years, a little behind the market.4/10

Revenue grew 4%/yr over the last 3 years and is set to keep growing around 5%/yr.

Over five years revenue is set to grow 4%/yr, behind 60% of companies worldwide.4/10

WEAKNESSES

None flagged.

BOTTOM LINE

Margin Expander

A middle-of-the-pack grower. The one thing to watch: forward revenue growth is only about average.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

VERY STRONG92 / 100

SHORT-TERM RETURNS▾SCORE

1-month return+6%9

3-month return+10%8

YTD return+35%9

MID & LONG-TERM▾SCORE

% of 52-week high92%9

1-year return+37%8

3-year return+125%8

5-year return+278%9

MOMENTUM ASSESSMENT

STRENGTHS

Magnificent long-term results. Long-term holders have seen +125% over three years and +278% over five, ahead of 80% of the market.

It's up 37% over the past year, now 8% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over the past month (+6%), over three months (+10%) and so far this year (+35%).

WATCH

None flagged.

WEAKNESSES

None flagged.

BOTTOM LINE

Momentum Leader

Short- and long-term returns both rank among the best globally, and the stock trades near its highs. The market is fully behind it — a core fit for momentum strategies.

04Value

Are you paying a fair price for it?

Stop guessing on Applied Industrial Technologies, Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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Loading charts…

02Growth

Is it actually growing, and how fast?

AITApplied Industrial Technologies

Revenue FY26$5.0B

GROWTH RATING↗

AVERAGE36 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+4%4

Revenue, next 1Y+6%5

Revenue, next 3Y, CAGR+5%4

Revenue, next 5Y, CAGR+4%4

EARNINGS FORECAST▾SCORE

EPS growth, FY27E+10%7

EPS growth, FY28E+9%6

EPS growth, FY29E+5%5

GROWTH ASSESSMENT

STRENGTHS

Earnings are set to grow in step with sales (EPS about 9%/yr vs revenue 5%/yr).

WATCH

A mid-pack grower, ahead of 36% of companies worldwide.

Revenue is set to grow 5%/yr over the next 3 years, a little behind the market.4/10

Revenue grew 4%/yr over the last 3 years and is set to keep growing around 5%/yr.

Over five years revenue is set to grow 4%/yr, behind 60% of companies worldwide.4/10

WEAKNESSES

None flagged.

BOTTOM LINE

Margin Expander

A middle-of-the-pack grower. The one thing to watch: forward revenue growth is only about average.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

VERY STRONG92 / 100

SHORT-TERM RETURNS▾SCORE

1-month return+6%9

3-month return+10%8

YTD return+35%9

MID & LONG-TERM▾SCORE

% of 52-week high92%9

1-year return+37%8

3-year return+125%8

5-year return+278%9

MOMENTUM ASSESSMENT

STRENGTHS

Magnificent long-term results. Long-term holders have seen +125% over three years and +278% over five, ahead of 80% of the market.

It's up 37% over the past year, now 8% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over the past month (+6%), over three months (+10%) and so far this year (+35%).

WATCH

None flagged.

WEAKNESSES

None flagged.

BOTTOM LINE

Momentum Leader

Short- and long-term returns both rank among the best globally, and the stock trades near its highs. The market is fully behind it — a core fit for momentum strategies.

04Value

Are you paying a fair price for it?

Stop guessing on Applied Industrial Technologies, Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community