Applied Industrial Technologies, Inc. (AIT) Valuation — DCF, Graham & Comparables

Applied Industrial Technologies, Inc. (AIT) — Price $302.43 (closing price, October 29, 2026) — Industrials — Industrial - Distribution — NYSE

Latest reported results:

Valuation dashboard for Applied Industrial Technologies, Inc. (AIT) with P/E 27.62, P/B 5.89, EV/EBITDA 17.74 and dividend yield 0.66%. DCF, Graham Number, EPS growth, peer multiples and dividend discount models plus sector comparison against other Industrials companies.

Applied Industrial Technologies, Inc. (AIT) is a prominent distributor specializing in advanced solutions for industrial motion, power, control, and automation. Its operational footprint extends across North America, Australia, New Zealand, and Singapore. The company structures its operations into two main divisions: Service Center Based Distribution and Fluid Power & Flow Control.

Analysis Summary

Applied Industrial Technologies, Inc. reported revenue of $4.97B in the most recent fiscal year, growing at a 5-year CAGR of 8.9%. Net income reached $414.5M, with a 23.4% 5-year CAGR.

Trailing-twelve-month margins: gross margin 30.4%, operating margin 11.2%, net margin 8.4%.

At $302.43 (closing price, October 29, 2026), AIT trades at a P/E of 27.62 and an ROE of 22.68%. Market capitalisation stands at $11.0B, placing it among large-cap names.

Balance sheet quality for AIT: current ratio of 2.6. A debt-to-equity below 1.0 typically signals conservative capital structure, while a current ratio above 1.5 indicates comfortable short-term liquidity.

Valuation Ratios

P/E Ratio27.62
Price / Book5.89
EV / EBITDA17.74
Dividend Yield0.66%

Valuation Models

DCF Fair Value$254.81
vs Current Price-15.7%

Peer Comparison

SymbolCompanyMarket CapP/EP/BROE
AITApplied Industrial Technologies, Inc.$11.0B27.625.8922.7%
FASTFastenal Company$60.3B42.3814.2335.1%
GWWW.W. Grainger, Inc.$64.6B35.0115.3548.7%
FERGFerguson plc$46.5B23.017.2134.0%
WSOWatsco, Inc.$12.1B25.583.8616.2%
QXOQXO, Inc.$11.8B0.87-5.1%
WCCWESCO International, Inc.$17.9B25.343.2414.1%
MSMMSC Industrial Direct Co., Inc.$6.9B29.694.9515.9%

Price

Price$302.43 (closing price, October 29, 2026)
Market Cap$11.0B
ExchangeNYSE
CountryUS

Profitability

Return on Equity22.68%
Return on Invested Capital17.57%
Return on Assets14.21%
Gross Margin30.40%
Operating Margin11.15%
Net Margin8.38%

Related companies: FAST · GWW · FERG · WSO · QXO · WCC · MSM · DNOW

Explore sector: Industrials · Industrial - Distribution

More sections of AIT: Overview · Financials · Statistics · Estimates · Technical · Ownership · News · Events

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