Overview Dividends

(AIT) Applied Industrial - Ratings and Ratios

Exchange: NYSE • Country: United States • Currency: USD • Type: Common Stock • ISIN: US03820C1053

Bearings, Power Transmission, Automation, Fluid Power, Conveyor

AIT EPS (Earnings per Share)

EPS Growth (3Y CAGR): 9.48%
EPS Trend (3Y Correlation): 73.3%

AIT Revenue

Revenue Growth (3Y CAGR): 4.59%
Revenue Trend (3Y Correlation): 57.1%

Risk via 10d forecast
Volatility	27.3%
Value at Risk 5%th	43.1%
Relative Tail Risk	-4.03%

Reward TTM
Sharpe Ratio	-0.21
Alpha	-23.86

Character TTM
Hurst Exponent	0.294
Beta	1.217
Beta Downside	1.102

Drawdowns 3y
Max DD	26.42%
Mean DD	6.37%
Median DD	5.16%

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.

AIT Stock Overview

Market Cap in USD	9,555m
Sub-Industry	Trading Companies & Distributors
IPO / Inception	1984-09-07
Return 12m vs S&P 500	-18.4%
Analyst Rating	4.63 of 5

AIT Dividends

Dividend Yield	0.70%
Yield on Cost 5y	2.40%
Yield CAGR 5y	3.70%
Payout Consistency	95.5%
Payout Ratio	17.7%

AIT Growth Ratios

CAGR 3y	26.08%
CAGR/Max DD Calmar Ratio	0.99
CAGR/Mean DD Pain Ratio	4.09
Current Volume	237.6k
Average Volume	287.3k

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

(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) 82.12

1. Piotroski 7.0pt = 2.0

2. FCF Yield 4.69% = 2.34

3. FCF Margin 9.76% = 2.44

4. Debt/Equity 0.30 = 2.45

5. Debt/Ebitda 0.26 = 2.45

6. ROIC - WACC (= 8.53)% = 10.67

7. RoE 21.87% = 1.82

8. Rev. Trend 57.12% = 4.28

9. EPS Trend 73.25% = 3.66

What is the price of AIT shares?

As of November 14, 2025, the stock is trading at USD 250.89 with a total of 237,642 shares traded.
Over the past week, the price has changed by -3.38%, over one month by +1.68%, over three months by -8.85% and over the past year by -7.00%.

Is Applied Industrial a good stock to buy?

Yes, based on ValueRay´s Fundamental Analyses, Applied Industrial (NYSE:AIT) is currently (November 2025) a good stock to buy. It has a ValueRay Fundamental Rating of 82.12 and therefor a positive outlook according to the companies health.
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of AIT is around 256.77 USD . This means that AIT is currently overvalued and has a potential downside of 2.34%.

Is AIT a buy, sell or hold?

Applied Industrial has received a consensus analysts rating of 4.63. Therefore, it is recommended to buy AIT.

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	21.2%
Analysts Target Price	304.2	21.2%
ValueRay Target Price	287.6	14.6%

AIT Fundamental Data Overview November 05, 2025

Market Cap USD = 9.56b (9.56b USD * 1.0 USD.USD)
P/E Trailing = 24.3821
P/E Forward = 24.9377
P/S = 2.0487
P/B = 5.3041
P/EG = 2.4919
Beta = 0.956
Revenue TTM = 4.66b USD
EBIT TTM = 535.7m USD
EBITDA TTM = 599.3m USD
Long Term Debt = 572.3m USD (from longTermDebt, last fiscal year)
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 = 9.71b USD (9.56b + Debt 572.3m - CCE 418.7m)
Interest Coverage Ratio = 39.20 (Ebit TTM 535.7m / Interest Expense TTM 13.7m)
FCF Yield = 4.69% (FCF TTM 455.0m / Enterprise Value 9.71b)
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 = 3.05 (Enterprise Value 9.71b / 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 = 17.54% (NOPAT 420.0m / Invested Capital 2.39b)
WACC = 9.01% (E(9.56b)/V(10.13b) * Re(9.54%) + D(572.3m)/V(10.13b) * Rd(0.17%) * (1-Tc(0.22)))
Discount Rate = 9.54% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: -100.0 | Cagr: -1.32%
[DCF Debug] Terminal Value 75.91% ; FCFE base≈435.8m ; Y1≈511.5m ; Y5≈778.1m
Fair Price DCF = 271.4 (DCF Value 10.24b / Shares Outstanding 37.7m; 5y FCF grow 18.50% → 3.0% )
EPS Correlation: 73.25 | EPS CAGR: 9.48% | SUE: 2.42 | # QB: 17
Revenue Correlation: 57.12 | Revenue CAGR: 4.59% | SUE: 0.58 | # QB: 0

Additional Sources for AIT Stock

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Fund Manager Positions: Dataroma | Stockcircle