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Applied Industrial Technologies, Inc. (AIT)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS03820C1053
CUSIP03820C105
SectorIndustrials
IndustryIndustrial Distribution

Highlights

Market Cap$7.63B
EPS$9.52
PE Ratio20.71
PEG Ratio1.71
Revenue (TTM)$4.46B
Gross Profit (TTM)$1.29B
EBITDA (TTM)$541.73M
Year Range$121.44 - $201.76
Target Price$196.67
Short %2.19%
Short Ratio2.89

Share Price Chart


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Applied Industrial Technologies, Inc.

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Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Applied Industrial Technologies, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


2,000.00%4,000.00%6,000.00%8,000.00%10,000.00%12,000.00%14,000.00%OctoberNovemberDecember2024FebruaryMarch
14,494.00%
2,979.92%
AIT (Applied Industrial Technologies, Inc.)
Benchmark (^GSPC)

S&P 500

Returns By Period

Applied Industrial Technologies, Inc. had a return of 14.82% year-to-date (YTD) and 44.32% in the last 12 months. Over the past 10 years, Applied Industrial Technologies, Inc. had an annualized return of 17.40%, outperforming the S&P 500 benchmark which had an annualized return of 10.96%.


PeriodReturnBenchmark
Year-To-Date14.82%10.04%
1 month5.46%3.53%
6 months27.30%22.79%
1 year44.32%32.16%
5 years (annualized)29.19%13.15%
10 years (annualized)17.40%10.96%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20242.18%7.83%
20236.71%0.16%-0.71%4.50%7.88%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

This table presents risk-adjusted performance metrics for Applied Industrial Technologies, Inc. (AIT) and compares them with a selected benchmark (^GSPC). These performance indicators assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
AIT
Applied Industrial Technologies, Inc.
1.84
^GSPC
S&P 500
2.76

Sharpe Ratio

The current Applied Industrial Technologies, Inc. Sharpe ratio is 1.84. A Sharpe ratio greater than 1.0 is considered acceptable.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.00OctoberNovemberDecember2024FebruaryMarch
1.84
2.76
AIT (Applied Industrial Technologies, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Applied Industrial Technologies, Inc. granted a 0.72% dividend yield in the last twelve months. The annual payout for that period amounted to $1.42 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$1.42$1.40$1.36$1.32$1.28$1.24$1.20$1.16$1.12$1.08$1.00$0.92

Dividend yield

0.72%0.81%1.08%1.29%1.64%1.86%2.22%1.70%1.89%2.67%2.19%1.87%

Monthly Dividends

The table displays the monthly dividend distributions for Applied Industrial Technologies, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.37
2023$0.00$0.35$0.00$0.00$0.35$0.00$0.00$0.35$0.00$0.00$0.35$0.00
2022$0.00$0.34$0.00$0.00$0.34$0.00$0.00$0.34$0.00$0.00$0.34$0.00
2021$0.00$0.33$0.00$0.00$0.33$0.00$0.00$0.33$0.00$0.00$0.33$0.00
2020$0.00$0.32$0.00$0.00$0.32$0.00$0.00$0.32$0.00$0.00$0.32$0.00
2019$0.00$0.31$0.00$0.00$0.31$0.00$0.00$0.31$0.00$0.00$0.31$0.00
2018$0.00$0.30$0.00$0.00$0.30$0.00$0.00$0.30$0.00$0.00$0.30$0.00
2017$0.00$0.29$0.00$0.00$0.29$0.00$0.00$0.29$0.00$0.00$0.29$0.00
2016$0.00$0.28$0.00$0.00$0.28$0.00$0.00$0.28$0.00$0.00$0.28$0.00
2015$0.00$0.27$0.00$0.00$0.27$0.00$0.00$0.27$0.00$0.00$0.27$0.00
2014$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.25$0.00
2013$0.23$0.00$0.00$0.23$0.00$0.00$0.23$0.00$0.00$0.23$0.00

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%0.7%
Applied Industrial Technologies, Inc. has a dividend yield of 0.72%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.
Payout Ratio
200.0%400.0%600.0%800.0%14.9%
Applied Industrial Technologies, Inc. has a payout ratio of 14.93%, which is below the market average. This means Applied Industrial Technologies, Inc. returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-15.00%-10.00%-5.00%0.00%OctoberNovemberDecember2024FebruaryMarch
-1.56%
0
AIT (Applied Industrial Technologies, Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Applied Industrial Technologies, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Applied Industrial Technologies, Inc. was 66.46%, occurring on Mar 31, 1999. Recovery took 1310 trading sessions.

The current Applied Industrial Technologies, Inc. drawdown is 1.56%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-66.46%Oct 1, 1997377Mar 31, 19991310Jun 17, 20041687
-59.29%Sep 24, 2018373Mar 18, 2020174Nov 23, 2020547
-57.16%Nov 1, 2007266Nov 19, 2008483Oct 21, 2010749
-57.08%Oct 11, 1989257Oct 17, 1990749Nov 1, 19931006
-33.33%Feb 27, 1986416Oct 28, 198763Jan 29, 1988479

Volatility

Volatility Chart

The current Applied Industrial Technologies, Inc. volatility is 6.50%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%OctoberNovemberDecember2024FebruaryMarch
6.50%
2.82%
AIT (Applied Industrial Technologies, Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Applied Industrial Technologies, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
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Income Statement
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Operating Expenses

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EBIT

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Earnings From Continuing Operations

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Net Income

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Income Tax Expense

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Interest Expense

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Other Non-Operating Income (Expenses)

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Extraordinary Items

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Discontinued Operations

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Effect Of Accounting Charges

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Non Recurring

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Minority Interest

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Other Items

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Values in undefined except per share items