AIT vs. COST
Compare and contrast key facts about Applied Industrial Technologies, Inc. (AIT) and Costco Wholesale Corporation (COST).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AIT or COST.
Correlation
The correlation between AIT and COST is 0.52, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
AIT vs. COST - Performance Comparison
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Key characteristics
AIT:
0.58
COST:
1.38
AIT:
1.13
COST:
2.02
AIT:
1.14
COST:
1.27
AIT:
0.81
COST:
1.88
AIT:
2.02
COST:
5.46
AIT:
10.62%
COST:
5.96%
AIT:
36.15%
COST:
21.93%
AIT:
-66.46%
COST:
-53.39%
AIT:
-15.49%
COST:
-4.61%
Fundamentals
AIT:
$8.99B
COST:
$455.14B
AIT:
$9.98
COST:
$17.18
AIT:
23.66
COST:
59.71
AIT:
2.25
COST:
5.35
AIT:
2.00
COST:
1.72
AIT:
4.84
COST:
17.53
AIT:
$4.50B
COST:
$264.09B
AIT:
$1.35B
COST:
$35.11B
AIT:
$542.95M
COST:
$11.25B
Returns By Period
In the year-to-date period, AIT achieves a -1.01% return, which is significantly lower than COST's 12.23% return. Over the past 10 years, AIT has underperformed COST with an annualized return of 20.64%, while COST has yielded a comparatively higher 23.96% annualized return.
AIT
-1.01%
6.71%
-11.13%
20.72%
35.28%
20.64%
COST
12.23%
3.28%
13.37%
29.57%
29.87%
23.96%
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Risk-Adjusted Performance
AIT vs. COST — Risk-Adjusted Performance Rank
AIT
COST
AIT vs. COST - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Applied Industrial Technologies, Inc. (AIT) and Costco Wholesale Corporation (COST). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
AIT vs. COST - Dividend Comparison
AIT's dividend yield for the trailing twelve months is around 0.70%, more than COST's 0.47% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AIT Applied Industrial Technologies, Inc. | 0.70% | 0.62% | 0.81% | 1.08% | 1.29% | 1.64% | 1.86% | 2.22% | 1.70% | 1.89% | 2.67% | 2.19% |
COST Costco Wholesale Corporation | 0.47% | 0.49% | 2.87% | 0.76% | 0.54% | 3.38% | 0.86% | 1.08% | 4.81% | 1.09% | 4.06% | 0.97% |
Drawdowns
AIT vs. COST - Drawdown Comparison
The maximum AIT drawdown since its inception was -66.46%, which is greater than COST's maximum drawdown of -53.39%. Use the drawdown chart below to compare losses from any high point for AIT and COST. For additional features, visit the drawdowns tool.
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Volatility
AIT vs. COST - Volatility Comparison
Applied Industrial Technologies, Inc. (AIT) has a higher volatility of 12.84% compared to Costco Wholesale Corporation (COST) at 6.39%. This indicates that AIT's price experiences larger fluctuations and is considered to be riskier than COST based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
AIT vs. COST - Financials Comparison
This section allows you to compare key financial metrics between Applied Industrial Technologies, Inc. and Costco Wholesale Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
AIT vs. COST - Profitability Comparison
AIT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Applied Industrial Technologies, Inc. reported a gross profit of 355.29M and revenue of 1.17B. Therefore, the gross margin over that period was 30.5%.
COST - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Costco Wholesale Corporation reported a gross profit of 9.61B and revenue of 63.72B. Therefore, the gross margin over that period was 15.1%.
AIT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Applied Industrial Technologies, Inc. reported an operating income of 129.40M and revenue of 1.17B, resulting in an operating margin of 11.1%.
COST - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Costco Wholesale Corporation reported an operating income of 2.32B and revenue of 63.72B, resulting in an operating margin of 3.6%.
AIT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Applied Industrial Technologies, Inc. reported a net income of 99.80M and revenue of 1.17B, resulting in a net margin of 8.6%.
COST - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Costco Wholesale Corporation reported a net income of 1.79B and revenue of 63.72B, resulting in a net margin of 2.8%.