AIT vs. COST
Compare and contrast key facts about Applied Industrial Technologies, Inc. (AIT) and Costco Wholesale Corporation (COST).
Performance
AIT vs. COST - Performance Comparison
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AIT vs. COST - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AIT Applied Industrial Technologies, Inc. | 5.10% | 8.01% | 39.67% | 38.35% | 24.25% | 33.57% | 19.37% | 26.35% | -19.41% | 16.89% |
COST Costco Wholesale Corporation | 15.72% | -5.39% | 39.62% | 49.00% | -19.05% | 51.82% | 32.67% | 45.70% | 10.60% | 22.37% |
Fundamentals
AIT:
$10.54
COST:
$25.63
AIT:
25.56
COST:
38.88
AIT:
0.80
COST:
3.04
AIT:
2.17
COST:
1.16
AIT:
$4.75B
COST:
$286.27B
AIT:
$1.44B
COST:
$19.33B
AIT:
$572.00M
COST:
$12.73B
Returns By Period
In the year-to-date period, AIT achieves a 5.10% return, which is significantly lower than COST's 15.72% return. Both investments have delivered pretty close results over the past 10 years, with AIT having a 21.63% annualized return and COST not far ahead at 22.28%.
AIT
- 1D
- 1.52%
- 1M
- -5.00%
- YTD
- 5.10%
- 6M
- 4.79%
- 1Y
- 18.27%
- 3Y*
- 24.72%
- 5Y*
- 24.86%
- 10Y*
- 21.63%
COST
- 1D
- 0.01%
- 1M
- -0.62%
- YTD
- 15.72%
- 6M
- 8.94%
- 1Y
- 4.99%
- 3Y*
- 27.83%
- 5Y*
- 24.29%
- 10Y*
- 22.28%
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Return for Risk
AIT vs. COST — Risk / Return Rank
AIT
COST
AIT vs. COST - Risk-Adjusted Trends 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.
| AIT | COST | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.56 | 0.25 | +0.31 |
Sortino ratioReturn per unit of downside risk | 1.01 | 0.50 | +0.50 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.06 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.59 | 0.31 | +1.28 |
Martin ratioReturn relative to average drawdown | 3.36 | 0.61 | +2.75 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AIT | COST | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.56 | 0.25 | +0.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.82 | 1.08 | -0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 1.02 | -0.37 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.59 | -0.17 |
Correlation
The correlation between AIT and COST is 0.26, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
AIT vs. COST - Dividend Comparison
AIT's dividend yield for the trailing twelve months is around 0.70%, more than COST's 0.52% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AIT Applied Industrial Technologies, Inc. | 0.70% | 0.72% | 0.62% | 0.81% | 1.08% | 1.29% | 1.64% | 1.86% | 2.22% | 1.70% | 1.89% | 2.67% |
COST Costco Wholesale Corporation | 0.52% | 0.59% | 0.49% | 2.87% | 0.76% | 0.54% | 3.38% | 0.86% | 1.08% | 4.81% | 1.09% | 4.06% |
Drawdowns
AIT vs. COST - Drawdown Comparison
The maximum AIT drawdown since its inception was -66.47%, 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.
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Drawdown Indicators
| AIT | COST | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.47% | -53.39% | -13.08% |
Max Drawdown (1Y)Largest decline over 1 year | -12.86% | -19.35% | +6.49% |
Max Drawdown (5Y)Largest decline over 5 years | -26.42% | -31.40% | +4.98% |
Max Drawdown (10Y)Largest decline over 10 years | -59.29% | -31.40% | -27.89% |
Current DrawdownCurrent decline from peak | -7.50% | -6.95% | -0.55% |
Average DrawdownAverage peak-to-trough decline | -18.12% | -13.40% | -4.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.07% | 9.67% | -3.60% |
Volatility
AIT vs. COST - Volatility Comparison
Applied Industrial Technologies, Inc. (AIT) has a higher volatility of 8.44% compared to Costco Wholesale Corporation (COST) at 4.38%. 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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Volatility by Period
| AIT | COST | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.44% | 4.38% | +4.06% |
Volatility (6M)Calculated over the trailing 6-month period | 19.27% | 13.33% | +5.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 33.08% | 20.08% | +13.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.64% | 22.51% | +8.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.20% | 21.90% | +11.30% |
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 Apr 2026, Applied Industrial Technologies, Inc. reported a gross profit of 353.33M and revenue of 1.16B. Therefore, the gross margin over that period was 30.4%.
COST - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Costco Wholesale Corporation reported a gross profit of -8.80B and revenue of 69.60B. Therefore, the gross margin over that period was -12.6%.
AIT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Applied Industrial Technologies, Inc. reported an operating income of 123.21M and revenue of 1.16B, resulting in an operating margin of 10.6%.
COST - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Costco Wholesale Corporation reported an operating income of 2.61B and revenue of 69.60B, resulting in an operating margin of 3.7%.
AIT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Applied Industrial Technologies, Inc. reported a net income of 95.35M and revenue of 1.16B, resulting in a net margin of 8.2%.
COST - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Costco Wholesale Corporation reported a net income of 2.04B and revenue of 69.60B, resulting in a net margin of 2.9%.