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

Company Info

ISIN

US03820C1053

CUSIP

03820C105

IPO Date

Sep 7, 1984

Highlights

Market Cap

$8.73B

EPS (TTM)

$9.98

PE Ratio

22.97

PEG Ratio

2.25

Total Revenue (TTM)

$4.50B

Gross Profit (TTM)

$1.35B

EBITDA (TTM)

$542.95M

Year Range

$180.09 - $281.92

Target Price

$277.86

Short %

4.43%

Short Ratio

2.63

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart


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Returns By Period

Applied Industrial Technologies, Inc. (AIT) returned -2.70% year-to-date (YTD) and 17.00% over the past 12 months. Over the past 10 years, AIT delivered an annualized return of 20.42%, outperforming the S&P 500 benchmark at 10.79%.


AIT

YTD

-2.70%

1M

2.85%

6M

-13.89%

1Y

17.00%

5Y*

37.59%

10Y*

20.42%

^GSPC (Benchmark)

YTD

0.60%

1M

9.64%

6M

-0.54%

1Y

11.47%

5Y*

15.67%

10Y*

10.79%

*Annualized

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
20258.59%-3.47%-10.07%7.96%-4.40%-2.70%
20242.18%7.83%4.03%-7.24%5.52%0.52%12.47%-5.82%8.78%3.79%18.79%-12.83%39.67%
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%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of AIT is 71, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of AIT is 7171
Overall Rank
The Sharpe Ratio Rank of AIT is 7070
Sharpe Ratio Rank
The Sortino Ratio Rank of AIT is 6767
Sortino Ratio Rank
The Omega Ratio Rank of AIT is 6666
Omega Ratio Rank
The Calmar Ratio Rank of AIT is 7979
Calmar Ratio Rank
The Martin Ratio Rank of AIT is 7272
Martin 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.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Applied Industrial Technologies, Inc. Sharpe ratios as of May 16, 2025 (values are recalculated daily):

  • 1-Year: 0.47
  • 5-Year: 1.15
  • 10-Year: 0.62
  • All Time: 0.45

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Applied Industrial Technologies, Inc. compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


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Dividends

Dividend History

Applied Industrial Technologies, Inc. provided a 0.72% dividend yield over the last twelve months, with an annual payout of $1.66 per share. The company has been increasing its dividends for 27 consecutive years, earning it the status of a dividend aristocrat.


1.00%1.50%2.00%2.50%$0.00$0.50$1.00$1.5020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$1.66$1.48$1.40$1.36$1.32$1.28$1.24$1.20$1.16$1.12$1.08$1.00

Dividend yield

0.72%0.62%0.81%1.08%1.29%1.64%1.86%2.22%1.70%1.89%2.67%2.19%

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
2025$0.00$0.46$0.00$0.00$0.46$0.92
2024$0.00$0.37$0.00$0.00$0.37$0.00$0.00$0.37$0.00$0.00$0.37$0.00$1.48
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$0.25$0.00$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.25$0.00$1.00

Dividend Yield & Payout


Dividend Yield

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

Applied Industrial Technologies, Inc. has a payout ratio of 16.67%, 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. Drawdowns are calculated considering price movements and all distributions paid, if any.


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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 16.93%.


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 chart below shows the rolling one-month volatility.


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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

Earnings Per Share

The chart presents the Earnings Per Share (EPS) performance of Applied Industrial Technologies, Inc., comparing actual results with analytics estimates. The company has exceeded analyst expectations for EPS in the past quarter, achieving a 6.6% positive surprise.


1.001.502.002.5020212022202320242025
2.57
2.41
Actual
Estimate

Valuation

The Valuation section provides an overview of how Applied Industrial Technologies, Inc. is priced in the market compared to other companies in the Industrial Distribution industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for AIT, comparing it with other companies in the Industrial Distribution industry. Currently, AIT has a P/E ratio of 23.0. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for AIT compared to other companies in the Industrial Distribution industry. AIT currently has a PEG ratio of 2.3. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for AIT relative to other companies in the Industrial Distribution industry. Currently, AIT has a P/S ratio of 1.9. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for AIT in comparison with other companies in the Industrial Distribution industry. Currently, AIT has a P/B value of 4.8. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.

Income Statement



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