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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$7.23B
EPS (TTM)$9.54
PE Ratio19.64
PEG Ratio1.88
Total Revenue (TTM)$4.48B
Gross Profit (TTM)$1.31B
EBITDA (TTM)$538.86M
Year Range$133.00 - $201.66
Target Price$216.25
Short %2.76%
Short Ratio2.59

Share Price Chart


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Compare to other instruments

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Applied Industrial Technologies, Inc.

Popular comparisons: AIT vs. LIN, AIT vs. FTHI, AIT vs. XLK, AIT vs. SPY, AIT vs. JBL, AIT vs. UNH, AIT vs. AVGO, AIT vs. COWZ, AIT vs. COST, AIT vs. QYLD

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.


0.00%5.00%10.00%15.00%20.00%2024FebruaryMarchAprilMayJune
12.68%
15.17%
AIT (Applied Industrial Technologies, Inc.)
Benchmark (^GSPC)

S&P 500

Returns By Period

Applied Industrial Technologies, Inc. had a return of 10.74% year-to-date (YTD) and 39.11% in the last 12 months. Over the past 10 years, Applied Industrial Technologies, Inc. had an annualized return of 16.69%, outperforming the S&P 500 benchmark which had an annualized return of 10.86%.


PeriodReturnBenchmark
Year-To-Date10.74%13.65%
1 month-2.18%3.82%
6 months12.68%15.17%
1 year39.11%24.08%
5 years (annualized)29.28%13.46%
10 years (annualized)16.69%10.86%

Monthly Returns

The table below presents the monthly returns of AIT, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20242.18%7.83%4.03%-7.24%5.52%10.74%
202313.63%0.00%-0.51%-4.55%-9.11%17.79%0.11%6.71%0.16%-0.71%4.50%7.88%38.35%
2022-4.60%3.56%1.54%1.98%-0.90%-7.00%4.60%5.70%-3.06%21.02%6.80%-4.88%24.25%
2021-9.74%21.78%6.79%4.92%2.75%-7.04%-1.49%-0.63%1.49%8.15%-2.19%8.06%33.57%
2020-3.18%-8.22%-22.50%14.59%11.44%7.57%1.17%-4.16%-8.49%10.80%29.07%-0.56%19.37%
20199.40%-0.95%2.29%0.79%-8.84%13.25%-1.12%-11.74%6.39%5.35%7.23%4.45%26.35%
20188.30%-4.13%3.55%-12.28%9.54%0.57%6.41%3.64%1.56%-16.00%-0.30%-17.31%-19.41%
20171.77%4.79%-1.90%3.48%-3.07%-4.37%-4.32%1.42%15.44%-3.27%0.95%6.49%16.89%
2016-5.06%0.88%12.73%5.60%-0.75%-0.13%4.01%1.80%-1.64%8.69%18.44%-0.75%50.35%
2015-11.32%9.05%3.49%-7.87%2.09%-6.42%-2.57%10.38%-9.90%8.28%3.91%-5.06%-8.82%
20142.95%1.49%-5.47%-0.66%-0.10%6.53%-4.47%1.03%-6.28%6.92%-3.44%-2.77%-5.20%
20134.64%-0.74%3.66%-6.11%14.35%0.54%7.92%-8.30%8.15%-8.14%2.77%1.47%19.17%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of AIT is 91, placing it in the top 9% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.


The Risk-Adjusted Performance Rank of AIT is 9191
AIT (Applied Industrial Technologies, Inc.)
The Sharpe Ratio Rank of AIT is 9191Sharpe Ratio Rank
The Sortino Ratio Rank of AIT is 8888Sortino Ratio Rank
The Omega Ratio Rank of AIT is 8585Omega Ratio Rank
The Calmar Ratio Rank of AIT is 9797Calmar Ratio Rank
The Martin Ratio Rank of AIT is 9494Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Applied Industrial Technologies, Inc. (AIT) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


AIT
Sharpe ratio
The chart of Sharpe ratio for AIT, currently valued at 1.83, compared to the broader market-2.00-1.000.001.002.003.001.83
Sortino ratio
The chart of Sortino ratio for AIT, currently valued at 2.52, compared to the broader market-4.00-2.000.002.004.006.002.52
Omega ratio
The chart of Omega ratio for AIT, currently valued at 1.31, compared to the broader market0.501.001.502.001.31
Calmar ratio
The chart of Calmar ratio for AIT, currently valued at 3.78, compared to the broader market0.002.004.006.003.78
Martin ratio
The chart of Martin ratio for AIT, currently valued at 11.38, compared to the broader market0.0010.0020.0030.0011.38
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.20, compared to the broader market-2.00-1.000.001.002.003.002.20
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.12, compared to the broader market-4.00-2.000.002.004.006.003.12
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.39, compared to the broader market0.501.001.502.001.39
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.76, compared to the broader market0.002.004.006.001.76
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 8.26, compared to the broader market0.0010.0020.0030.008.26

Sharpe Ratio

The current Applied Industrial Technologies, Inc. Sharpe ratio is 1.83. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Applied Industrial Technologies, Inc. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio1.001.502.002.503.002024FebruaryMarchAprilMayJune
1.83
2.20
AIT (Applied Industrial Technologies, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Applied Industrial Technologies, Inc. granted a 0.76% dividend yield in the last twelve months. The annual payout for that period amounted to $1.44 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$1.44$1.40$1.36$1.32$1.28$1.24$1.20$1.16$1.12$1.08$1.00$0.92

Dividend yield

0.76%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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.37$0.00$0.00$0.37$0.00$0.74
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$1.40
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$1.36
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$1.32
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$1.28
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$1.24
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$1.20
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$1.16
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$1.12
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$1.08
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$1.00
2013$0.23$0.00$0.00$0.23$0.00$0.00$0.23$0.00$0.00$0.23$0.00$0.92

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%0.8%
Applied Industrial Technologies, Inc. has a dividend yield of 0.76%, 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
20.0%40.0%60.0%80.0%100.0%120.0%15.1%
Applied Industrial Technologies, Inc. has a payout ratio of 15.13%, 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.


-10.00%-8.00%-6.00%-4.00%-2.00%0.00%2024FebruaryMarchAprilMayJune
-5.27%
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 5.27%.


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
-32.26%Apr 20, 200661Jul 17, 2006242Jul 3, 2007303

Volatility

Volatility Chart

The current Applied Industrial Technologies, Inc. volatility is 6.65%, 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%3.00%4.00%5.00%6.00%7.00%8.00%2024FebruaryMarchAprilMayJune
6.65%
2.51%
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
Quarterly

0.0

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items