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AIT vs. COST
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between AIT and COST is 0.49, 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.


-0.50.00.51.0
Correlation: 0.5

Performance

AIT vs. COST - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Applied Industrial Technologies, Inc. (AIT) and Costco Wholesale Corporation (COST). The values are adjusted to include any dividend payments, if applicable.

8,000.00%10,000.00%12,000.00%14,000.00%16,000.00%18,000.00%NovemberDecember2025FebruaryMarchApril
9,732.25%
15,807.92%
AIT
COST

Key characteristics

Sharpe Ratio

AIT:

0.82

COST:

1.63

Sortino Ratio

AIT:

1.42

COST:

2.19

Omega Ratio

AIT:

1.18

COST:

1.30

Calmar Ratio

AIT:

1.09

COST:

2.08

Martin Ratio

AIT:

2.99

COST:

6.27

Ulcer Index

AIT:

9.67%

COST:

5.73%

Daily Std Dev

AIT:

35.36%

COST:

22.11%

Max Drawdown

AIT:

-66.46%

COST:

-53.39%

Current Drawdown

AIT:

-14.80%

COST:

-9.26%

Fundamentals

Market Cap

AIT:

$9.18B

COST:

$432.80B

EPS

AIT:

$9.88

COST:

$17.17

PE Ratio

AIT:

24.20

COST:

56.81

PEG Ratio

AIT:

2.12

COST:

5.81

PS Ratio

AIT:

2.05

COST:

1.64

PB Ratio

AIT:

4.90

COST:

16.93

Total Revenue (TTM)

AIT:

$3.33B

COST:

$264.09B

Gross Profit (TTM)

AIT:

$996.18M

COST:

$35.11B

EBITDA (TTM)

AIT:

$400.06M

COST:

$11.25B

Returns By Period

In the year-to-date period, AIT achieves a -0.21% return, which is significantly lower than COST's 6.76% return. Over the past 10 years, AIT has underperformed COST with an annualized return of 21.02%, while COST has yielded a comparatively higher 23.10% annualized return.


AIT

YTD

-0.21%

1M

2.43%

6M

3.46%

1Y

34.23%

5Y*

39.47%

10Y*

21.02%

COST

YTD

6.76%

1M

5.10%

6M

9.91%

1Y

35.89%

5Y*

27.96%

10Y*

23.10%

*Annualized

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Risk-Adjusted Performance

AIT vs. COST — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AIT
The Risk-Adjusted Performance Rank of AIT is 7979
Overall Rank
The Sharpe Ratio Rank of AIT is 8080
Sharpe Ratio Rank
The Sortino Ratio Rank of AIT is 7676
Sortino Ratio Rank
The Omega Ratio Rank of AIT is 7474
Omega Ratio Rank
The Calmar Ratio Rank of AIT is 8686
Calmar Ratio Rank
The Martin Ratio Rank of AIT is 7979
Martin Ratio Rank

COST
The Risk-Adjusted Performance Rank of COST is 9090
Overall Rank
The Sharpe Ratio Rank of COST is 9393
Sharpe Ratio Rank
The Sortino Ratio Rank of COST is 8888
Sortino Ratio Rank
The Omega Ratio Rank of COST is 8787
Omega Ratio Rank
The Calmar Ratio Rank of COST is 9494
Calmar Ratio Rank
The Martin Ratio Rank of COST is 9090
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.

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.


The chart of Sharpe ratio for AIT, currently valued at 0.82, compared to the broader market-2.00-1.000.001.002.003.00
AIT: 0.82
COST: 1.63
The chart of Sortino ratio for AIT, currently valued at 1.42, compared to the broader market-6.00-4.00-2.000.002.004.00
AIT: 1.42
COST: 2.19
The chart of Omega ratio for AIT, currently valued at 1.18, compared to the broader market0.501.001.502.00
AIT: 1.18
COST: 1.30
The chart of Calmar ratio for AIT, currently valued at 1.09, compared to the broader market0.001.002.003.004.005.00
AIT: 1.09
COST: 2.08
The chart of Martin ratio for AIT, currently valued at 2.99, compared to the broader market-5.000.005.0010.0015.0020.00
AIT: 2.99
COST: 6.27

The current AIT Sharpe Ratio is 0.82, which is lower than the COST Sharpe Ratio of 1.63. The chart below compares the historical Sharpe Ratios of AIT and COST, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.001.002.003.004.00NovemberDecember2025FebruaryMarchApril
0.82
1.63
AIT
COST

Dividends

AIT vs. COST - Dividend Comparison

AIT's dividend yield for the trailing twelve months is around 0.66%, more than COST's 0.36% yield.


TTM20242023202220212020201920182017201620152014
AIT
Applied Industrial Technologies, Inc.
0.66%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
0.36%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.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-14.80%
-9.26%
AIT
COST

Volatility

AIT vs. COST - Volatility Comparison

Applied Industrial Technologies, Inc. (AIT) has a higher volatility of 19.48% compared to Costco Wholesale Corporation (COST) at 10.35%. 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.


5.00%10.00%15.00%20.00%NovemberDecember2025FebruaryMarchApril
19.48%
10.35%
AIT
COST

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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items