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AIT vs. TRNS
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

AIT vs. TRNS - Performance Comparison

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

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AIT vs. TRNS - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
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%
TRNS
Transcat, Inc.
31.34%-46.35%-3.28%54.27%-23.33%166.52%8.85%67.51%33.47%31.94%

Fundamentals

Market Cap

AIT:

$10.28B

TRNS:

$695.10M

EPS

AIT:

$10.54

TRNS:

$0.97

PE Ratio

AIT:

25.56

TRNS:

76.50

PEG Ratio

AIT:

0.80

TRNS:

6.09

PS Ratio

AIT:

2.17

TRNS:

2.17

PB Ratio

AIT:

3.25

TRNS:

2.34

Total Revenue (TTM)

AIT:

$4.75B

TRNS:

$320.40M

Gross Profit (TTM)

AIT:

$1.44B

TRNS:

$103.84M

EBITDA (TTM)

AIT:

$572.00M

TRNS:

$34.58M

Returns By Period

In the year-to-date period, AIT achieves a 5.10% return, which is significantly lower than TRNS's 31.34% return. Both investments have delivered pretty close results over the past 10 years, with AIT having a 21.63% annualized return and TRNS not far ahead at 22.12%.


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%

TRNS

1D
1.44%
1M
-7.70%
YTD
31.34%
6M
3.75%
1Y
0.47%
3Y*
-5.89%
5Y*
8.78%
10Y*
22.12%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

AIT vs. TRNS — Risk / Return Rank

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

AIT
AIT Risk / Return Rank: 6262
Overall Rank
AIT Sharpe Ratio Rank: 6060
Sharpe Ratio Rank
AIT Sortino Ratio Rank: 5555
Sortino Ratio Rank
AIT Omega Ratio Rank: 5454
Omega Ratio Rank
AIT Calmar Ratio Rank: 7272
Calmar Ratio Rank
AIT Martin Ratio Rank: 6969
Martin Ratio Rank

TRNS
TRNS Risk / Return Rank: 3939
Overall Rank
TRNS Sharpe Ratio Rank: 4040
Sharpe Ratio Rank
TRNS Sortino Ratio Rank: 3838
Sortino Ratio Rank
TRNS Omega Ratio Rank: 3737
Omega Ratio Rank
TRNS Calmar Ratio Rank: 4040
Calmar Ratio Rank
TRNS Martin Ratio Rank: 4040
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AIT vs. TRNS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Applied Industrial Technologies, Inc. (AIT) and Transcat, Inc. (TRNS). 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.


AITTRNSDifference

Sharpe ratio

Return per unit of total volatility

0.56

0.01

+0.55

Sortino ratio

Return per unit of downside risk

1.01

0.38

+0.63

Omega ratio

Gain probability vs. loss probability

1.13

1.04

+0.08

Calmar ratio

Return relative to maximum drawdown

1.59

0.00

+1.59

Martin ratio

Return relative to average drawdown

3.36

0.00

+3.36

AIT vs. TRNS - Sharpe Ratio Comparison

The current AIT Sharpe Ratio is 0.56, which is higher than the TRNS Sharpe Ratio of 0.01. The chart below compares the historical Sharpe Ratios of AIT and TRNS, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


AITTRNSDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.56

0.01

+0.55

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.82

0.20

+0.61

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.65

0.53

+0.13

Sharpe Ratio (All Time)

Calculated using the full available price history

0.42

0.16

+0.26

Correlation

The correlation between AIT and TRNS is 0.11, 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. TRNS - Dividend Comparison

AIT's dividend yield for the trailing twelve months is around 0.70%, while TRNS has not paid dividends to shareholders.


TTM20252024202320222021202020192018201720162015
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%
TRNS
Transcat, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

AIT vs. TRNS - Drawdown Comparison

The maximum AIT drawdown since its inception was -66.47%, smaller than the maximum TRNS drawdown of -93.42%. Use the drawdown chart below to compare losses from any high point for AIT and TRNS.


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Drawdown Indicators


AITTRNSDifference

Max Drawdown

Largest peak-to-trough decline

-66.47%

-93.42%

+26.95%

Max Drawdown (1Y)

Largest decline over 1 year

-12.86%

-44.83%

+31.97%

Max Drawdown (5Y)

Largest decline over 5 years

-26.42%

-63.86%

+37.44%

Max Drawdown (10Y)

Largest decline over 10 years

-59.29%

-63.86%

+4.57%

Current Drawdown

Current decline from peak

-7.50%

-48.28%

+40.78%

Average Drawdown

Average peak-to-trough decline

-18.12%

-35.33%

+17.21%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.07%

23.78%

-17.71%

Volatility

AIT vs. TRNS - Volatility Comparison

The current volatility for Applied Industrial Technologies, Inc. (AIT) is 8.44%, while Transcat, Inc. (TRNS) has a volatility of 12.12%. This indicates that AIT experiences smaller price fluctuations and is considered to be less risky than TRNS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


AITTRNSDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.44%

12.12%

-3.68%

Volatility (6M)

Calculated over the trailing 6-month period

19.27%

34.84%

-15.57%

Volatility (1Y)

Calculated over the trailing 1-year period

33.08%

48.01%

-14.93%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

30.64%

43.20%

-12.56%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

33.20%

42.17%

-8.97%

Financials

AIT vs. TRNS - Financials Comparison

This section allows you to compare key financial metrics between Applied Industrial Technologies, Inc. and Transcat, Inc.. 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


0.00200.00M400.00M600.00M800.00M1.00B1.20BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
1.16B
83.86M
(AIT) Total Revenue
(TRNS) Total Revenue
Values in USD except per share items

AIT vs. TRNS - Profitability Comparison

The chart below illustrates the profitability comparison between Applied Industrial Technologies, Inc. and Transcat, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

26.0%28.0%30.0%32.0%34.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
30.4%
30.1%
Portfolio components
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%.

TRNS - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Transcat, Inc. reported a gross profit of 25.25M and revenue of 83.86M. Therefore, the gross margin over that period was 30.1%.

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%.

TRNS - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Transcat, Inc. reported an operating income of 88.00K and revenue of 83.86M, resulting in an operating margin of 0.1%.

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%.

TRNS - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Transcat, Inc. reported a net income of -1.10M and revenue of 83.86M, resulting in a net margin of -1.3%.