(AIT) Applied Industrial - Ratings and Ratios
Bearings, Power Transmission, Automation, Fluid Power, Conveyor
Dividends
| Dividend Yield | 0.71% |
| Yield on Cost 5y | 2.51% |
| Yield CAGR 5y | 3.70% |
| Payout Consistency | 93.2% |
| Payout Ratio | 17.7% |
| Risk via 10d forecast | |
|---|---|
| Volatility | 25.8% |
| Value at Risk 5%th | 40.9% |
| Relative Tail Risk | -3.38% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | -0.16 |
| Alpha | -23.41 |
| CAGR/Max DD | 1.05 |
| Character TTM | |
|---|---|
| Hurst Exponent | 0.274 |
| Beta | 1.209 |
| Beta Downside | 1.099 |
| Drawdowns 3y | |
|---|---|
| Max DD | 26.42% |
| Mean DD | 6.42% |
| Median DD | 5.18% |
Description: AIT Applied Industrial October 31, 2025
Applied Industrial Technologies (NYSE:AIT) is a global distributor of motion, power, control, and automation solutions, serving customers across North America, Australia, New Zealand, Singapore, and Costa Rica. The company operates two primary segments: Service Center and Engineered Solutions.
The Service Center segment offers a broad catalog of industrial bearings, power-transmission components, fluid-power hardware, specialty flow-control devices, and advanced factory-automation products. It also provides related services such as conveyor-belt installation, rubber-lining repairs, and custom hose assemblies.
The Engineered Solutions segment focuses on the engineering, integration, and repair of hydraulic and pneumatic fluid-power systems, as well as advanced automation technologies. Its product suite includes pumps, valves, fittings, process instrumentation, and filtration supplies, plus machine-vision, collaborative-robot, RFID, and motion-control solutions for OEMs, machine builders, and system integrators.
Key recent metrics: FY 2024 revenue reached approximately **$6.0 billion**, up **~5 % YoY**, driven by strong demand for automation in reshoring initiatives and labor-shortage environments. The company posted an **operating margin of 7.5 %** and converted **~80 % of earnings into free cash flow**, supporting a disciplined dividend policy and share-repurchase program. A sector-wide driver is the **industrial-automation market’s projected CAGR of ~9 % through 2028**, which underpins long-term growth prospects for AIT’s high-margin engineered-solutions business.
For a deeper, data-rich analysis of AIT’s valuation dynamics and how its exposure to automation trends stacks up against peers, you might find ValueRay’s interactive dashboards useful.
Piotroski VR‑10 (Strict, 0-10) 7.0
| Net Income (401.7m TTM) > 0 and > 6% of Revenue (6% = 279.8m TTM) |
| FCFTA 0.14 (>2.0%) and ΔFCFTA 0.74pp (YES ≥ +1.0pp, WARN ≥ +0.5pp) |
| NWC/Revenue 27.18% (prev 29.69%; Δ -2.52pp) (YES ≤20% & Δ≤-1pp; WARN ≤25% & Δ≤0 oder ≤40% & Δ≤-3pp) |
| CFO/TA 0.15 (>3.0%) and CFO 484.0m > Net Income 401.7m (YES >=105%, WARN >=100%) |
| Net Debt (153.6m) to EBITDA (599.3m) ratio: 0.26 <= 3.0 (WARN <= 3.5) |
| Current Ratio 3.55 (target 1.5–3.0; WARN 1.2–<1.5 or >3.0–5.0; CFO/TA gate active) |
| Outstanding Shares last Quarter (38.3m) change vs 12m ago -1.73% (target <= -2.0% for YES) |
| Gross Margin 30.44% (prev 29.81%; Δ 0.62pp) >=18% & Δ>=+0.5pp (WARN >=15% & Δ>=0) |
| Asset Turnover 150.7% (prev 149.3%; Δ 1.45pp) >=50% & Δ>=+2pp (WARN >=35% & Δ>=0) |
| Interest Coverage Ratio 39.20 (EBITDA TTM 599.3m / Interest Expense TTM 13.7m) >= 6 (WARN >= 3) |
Altman Z'' 8.37
| (A) 0.40 = (Total Current Assets 1.77b - Total Current Liabilities 497.8m) / Total Assets 3.19b |
| (B) 0.80 = Retained Earnings (Balance) 2.55b / Total Assets 3.19b |
| warn (B) unusual magnitude: 0.80 — check mapping/units |
| (C) 0.17 = EBIT TTM 535.7m / Avg Total Assets 3.09b |
| (D) 1.89 = Book Value of Equity 2.47b / Total Liabilities 1.30b |
| Total Rating: 8.37 = (6.56 * A) + (3.26 * B) + (6.72 * C) + (1.05 * D) |
ValueRay F-Score (Strict, 0-100) 82.73
| 1. Piotroski 7.0pt |
| 2. FCF Yield 4.58% |
| 3. FCF Margin 9.76% |
| 4. Debt/Equity 0.30 |
| 5. Debt/Ebitda 0.26 |
| 6. ROIC - WACC (= 7.53)% |
| 7. RoE 21.87% |
| 8. Rev. Trend 77.50% |
| 9. EPS Trend 80.84% |
What is the price of AIT shares?
Over the past week, the price has changed by +0.57%, over one month by -0.21%, over three months by -2.94% and over the past year by -4.46%.
Is AIT a buy, sell or hold?
- Strong Buy: 6
- Buy: 1
- Hold: 1
- Sell: 0
- Strong Sell: 0
What are the forecasts/targets for the AIT price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | 304.2 | 17.9% |
| Analysts Target Price | 304.2 | 17.9% |
| ValueRay Target Price | 306.9 | 19% |
AIT Fundamental Data Overview December 02, 2025
P/E Trailing = 24.9345
P/E Forward = 24.8756
P/S = 2.0949
P/B = 5.1823
P/EG = 2.4887
Beta = 0.852
Revenue TTM = 4.66b USD
EBIT TTM = 535.7m USD
EBITDA TTM = 599.3m USD
Long Term Debt = 572.3m USD (from longTermDebt, last quarter)
Short Term Debt = 39.8m USD (from shortTermDebt, last fiscal year)
Debt = 572.3m USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 153.6m USD (from netDebt column, last quarter)
Enterprise Value = 9.92b USD (9.77b + Debt 572.3m - CCE 418.7m)
Interest Coverage Ratio = 39.20 (Ebit TTM 535.7m / Interest Expense TTM 13.7m)
FCF Yield = 4.58% (FCF TTM 455.0m / Enterprise Value 9.92b)
FCF Margin = 9.76% (FCF TTM 455.0m / Revenue TTM 4.66b)
Net Margin = 8.61% (Net Income TTM 401.7m / Revenue TTM 4.66b)
Gross Margin = 30.44% ((Revenue TTM 4.66b - Cost of Revenue TTM 3.24b) / Revenue TTM)
Gross Margin QoQ = 30.13% (prev 30.60%)
Tobins Q-Ratio = 3.12 (Enterprise Value 9.92b / Total Assets 3.19b)
Interest Expense / Debt = 0.17% (Interest Expense 993.0k / Debt 572.3m)
Taxrate = 21.60% (27.8m / 128.6m)
NOPAT = 420.0m (EBIT 535.7m * (1 - 21.60%))
Current Ratio = 3.55 (Total Current Assets 1.77b / Total Current Liabilities 497.8m)
Debt / Equity = 0.30 (Debt 572.3m / totalStockholderEquity, last quarter 1.88b)
Debt / EBITDA = 0.26 (Net Debt 153.6m / EBITDA 599.3m)
Debt / FCF = 0.34 (Net Debt 153.6m / FCF TTM 455.0m)
Total Stockholder Equity = 1.84b (last 4 quarters mean from totalStockholderEquity)
RoA = 12.61% (Net Income 401.7m / Total Assets 3.19b)
RoE = 21.87% (Net Income TTM 401.7m / Total Stockholder Equity 1.84b)
RoCE = 22.23% (EBIT 535.7m / Capital Employed (Equity 1.84b + L.T.Debt 572.3m))
RoIC = 17.43% (NOPAT 420.0m / Invested Capital 2.41b)
WACC = 9.90% (E(9.77b)/V(10.34b) * Re(10.47%) + D(572.3m)/V(10.34b) * Rd(0.17%) * (1-Tc(0.22)))
Discount Rate = 10.47% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: -100.0 | Cagr: -1.32%
[DCF Debug] Terminal Value 73.07% ; FCFE base≈435.8m ; Y1≈511.5m ; Y5≈778.1m
Fair Price DCF = 236.6 (DCF Value 8.92b / Shares Outstanding 37.7m; 5y FCF grow 18.50% → 3.0% )
EPS Correlation: 80.84 | EPS CAGR: 16.99% | SUE: 2.42 | # QB: 16
Revenue Correlation: 77.50 | Revenue CAGR: 8.71% | SUE: 0.58 | # QB: 0
EPS next Quarter (2026-03-31): EPS=2.73 | Chg30d=+0.019 | Revisions Net=+4 | Analysts=8
EPS current Year (2026-06-30): EPS=10.67 | Chg30d=+0.109 | Revisions Net=+6 | Growth EPS=+5.5% | Growth Revenue=+6.5%
EPS next Year (2027-06-30): EPS=11.59 | Chg30d=+0.069 | Revisions Net=+5 | Growth EPS=+8.6% | Growth Revenue=+5.3%
Additional Sources for AIT Stock
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle