PortfoliosLab logoPortfoliosLab logo
LIN vs. AIT
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

LIN vs. AIT - Performance Comparison

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

Loading charts...

Returns By Period

In the year-to-date period, LIN achieves a 15.92% return, which is significantly lower than AIT's 39.96% return.


LIN

1D
1.32%
1M
-9.15%
6M
4.42%
YTD
15.92%
1Y
5.92%
3Y*
10.54%
5Y*
11.43%
10Y*
ALL TIME*
16.59%

AIT

1D
0.35%
1M
9.01%
6M
23.95%
YTD
39.96%
1Y
33.93%
3Y*
37.36%
5Y*
33.84%
10Y*
24.07%
ALL TIME*
14.41%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$85.83M$94.73M$86.94M
$1.22B$1.09B$1.18B

LIN vs. AIT - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
LIN
Linde plc
15.92%3.22%3.18%27.66%-4.39%33.39%25.88%39.04%-5.26%
AIT
Applied Industrial Technologies, Inc.
39.96%8.01%39.67%38.35%24.25%33.57%19.37%26.35%-30.75%

Correlation

The correlation between LIN and AIT is 0.23, which is low. Their historical price movements had little consistent relationship.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.23

Correlation (3Y)
Balances recent behavior with more history.

0.37

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.42

Correlation (All Time)
Calculated using the full available price history since Oct 1, 2018

0.44

Over the past year, the correlation between LIN and AIT has dropped to 0.23 - well below their long-term average of 0.44, suggesting their price drivers have been diverging.

Fundamentals

Market Cap

LIN:

$227.16B

AIT:

$13.24B

EPS

LIN:

$15.58

AIT:

$10.58

PE Ratio

LIN:

31.52

AIT:

33.83

PEG Ratio

LIN:

1.57

AIT:

1.06

PS Ratio

LIN:

6.48

AIT:

2.82

PB Ratio

LIN:

5.84

AIT:

4.55

Total Revenue (TTM)

LIN:

$35.45B

AIT:

$4.84B

Gross Profit (TTM)

LIN:

$11.75B

AIT:

$1.47B

EBITDA (TTM)

LIN:

$13.48B

AIT:

$563.38M

Compare stocks, funds, or ETFs

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


Return for Risk

LIN vs. AIT — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

LIN
LIN Risk / Return Rank: 5050
Overall Rank
LIN Sharpe Ratio Rank: 5555
Sharpe Ratio Rank
LIN Sortino Ratio Rank: 4646
Sortino Ratio Rank
LIN Omega Ratio Rank: 4545
Omega Ratio Rank
LIN Calmar Ratio Rank: 5151
Calmar Ratio Rank
LIN Martin Ratio Rank: 5353
Martin Ratio Rank

AIT
AIT Risk / Return Rank: 7979
Overall Rank
AIT Sharpe Ratio Rank: 8080
Sharpe Ratio Rank
AIT Sortino Ratio Rank: 7575
Sortino Ratio Rank
AIT Omega Ratio Rank: 7474
Omega Ratio Rank
AIT Calmar Ratio Rank: 8383
Calmar Ratio Rank
AIT Martin Ratio Rank: 8282
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

LIN vs. AIT - Risk-Adjusted Trends Comparison

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

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


LINAITDifference
Sharpe ratioReturn per unit of total volatility

-0.97

Sortino ratioReturn per unit of downside risk

-1.23

Omega ratioGain probability vs. loss probability

1.07

1.23

-0.16

Calmar ratioReturn relative to maximum drawdown

0.31

2.65

-2.34

Martin ratioReturn relative to average drawdown

0.84

6.27

-5.44

LIN vs. AIT - Sharpe Ratio Comparison

The current LIN Sharpe Ratio is 0.32, which is lower than the AIT Sharpe Ratio of 1.29. The chart below compares the historical Sharpe Ratios of LIN and AIT, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Drawdowns

LIN vs. AIT - Drawdown Comparison

The maximum LIN drawdown since its inception was -32.59%, smaller than the maximum AIT drawdown of -66.47%. Use the drawdown chart below to compare losses from any high point for LIN and AIT.


Loading charts...

Drawdown Indicators


LINAITDifference

Max Drawdown

Largest peak-to-trough decline

-32.59%

-66.47%

+33.88%

Max Drawdown (1Y)

Largest decline over 1 year

-19.18%

-12.86%

-6.32%

Max Drawdown (3Y)

Largest decline over 3 years

-19.18%

-26.42%

+7.24%

Max Drawdown (5Y)

Largest decline over 5 years

-22.82%

-26.42%

+3.60%

Max Drawdown (10Y)

Largest decline over 10 years

-59.29%

Current Drawdown

Current decline from peak

-10.17%

0.00%

-10.17%

Average Drawdown

Average peak-to-trough decline

-5.40%

-17.98%

+12.58%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.07%

5.43%

+1.64%

Volatility

LIN vs. AIT - Volatility Comparison

Linde plc (LIN) has a higher volatility of 7.58% compared to Applied Industrial Technologies, Inc. (AIT) at 6.40%. This indicates that LIN's price experiences larger fluctuations and is considered to be riskier than AIT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


LINAITDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.58%

6.40%

+1.18%

Volatility (6M)

Calculated over the trailing 6-month period

15.38%

19.01%

-3.63%

Volatility (1Y)

Calculated over the trailing 1-year period

18.82%

26.53%

-7.71%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.94%

30.40%

-9.46%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.08%

33.36%

-9.28%

Dividends

LIN vs. AIT - Dividend Comparison

LIN's dividend yield for the trailing twelve months is around 1.26%, more than AIT's 0.54% yield.


PositionTTM20252024202320222021202020192018201720162015
AIT
Applied Industrial Technologies, Inc.
0.54%0.72%0.62%0.81%1.08%1.29%1.64%1.86%2.22%1.70%1.89%2.67%
LIN
Linde plc
1.26%1.41%1.33%1.24%1.43%1.22%1.46%1.64%0.53%0.00%0.00%0.00%

Financials

LIN vs. AIT - Financials Comparison

This section allows you to compare key financial metrics between Linde plc and Applied Industrial Technologies, 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


Values in USD except per share items

LIN vs. AIT - Profitability Comparison

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

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

LIN - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Linde plc reported a gross profit of 0.00 and revenue of 9.29B. Therefore, the gross margin over that period was 0.0%.

AIT - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Applied Industrial Technologies, Inc. reported a gross profit of 397.52M and revenue of 1.25B. Therefore, the gross margin over that period was 31.8%.

LIN - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Linde plc reported an operating income of 2.55B and revenue of 9.29B, resulting in an operating margin of 27.5%.

AIT - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Applied Industrial Technologies, Inc. reported an operating income of 137.93M and revenue of 1.25B, resulting in an operating margin of 11.0%.

LIN - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Linde plc reported a net income of 1.93B and revenue of 9.29B, resulting in a net margin of 20.8%.

AIT - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Applied Industrial Technologies, Inc. reported a net income of 99.77M and revenue of 1.25B, resulting in a net margin of 8.0%.


Frequently Asked Questions


LIN and AIT have a correlation of 0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

LIN has higher volatility (7.58%) compared to AIT (6.40%). In terms of maximum drawdown, LIN dropped -32.59% vs AIT's -66.47%.

AIT currently has the higher Sharpe Ratio (1.29 vs 0.32), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for LIN and AIT

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer