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

Performance

TRNS vs. AIT - Performance Comparison

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

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TRNS vs. AIT - Yearly Performance Comparison


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

Fundamentals

Market Cap

TRNS:

$695.10M

AIT:

$10.28B

EPS

TRNS:

$0.97

AIT:

$10.54

PE Ratio

TRNS:

76.50

AIT:

25.56

PEG Ratio

TRNS:

6.09

AIT:

0.80

PS Ratio

TRNS:

2.17

AIT:

2.17

PB Ratio

TRNS:

2.34

AIT:

3.25

Total Revenue (TTM)

TRNS:

$320.40M

AIT:

$4.75B

Gross Profit (TTM)

TRNS:

$103.84M

AIT:

$1.44B

EBITDA (TTM)

TRNS:

$34.58M

AIT:

$572.00M

Returns By Period

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

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

TRNS vs. AIT — Risk / Return Rank

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

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

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
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.

TRNS vs. AIT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Transcat, Inc. (TRNS) 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.


TRNSAITDifference

Sharpe ratio

Return per unit of total volatility

0.01

0.56

-0.55

Sortino ratio

Return per unit of downside risk

0.38

1.01

-0.63

Omega ratio

Gain probability vs. loss probability

1.04

1.13

-0.08

Calmar ratio

Return relative to maximum drawdown

0.00

1.59

-1.59

Martin ratio

Return relative to average drawdown

0.00

3.36

-3.36

TRNS vs. AIT - Sharpe Ratio Comparison

The current TRNS Sharpe Ratio is 0.01, which is lower than the AIT Sharpe Ratio of 0.56. The chart below compares the historical Sharpe Ratios of TRNS and AIT, 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


TRNSAITDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.01

0.56

-0.55

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.20

0.82

-0.61

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.53

0.65

-0.13

Sharpe Ratio (All Time)

Calculated using the full available price history

0.16

0.42

-0.26

Correlation

The correlation between TRNS and AIT 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

TRNS vs. AIT - Dividend Comparison

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


TTM20252024202320222021202020192018201720162015
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%
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%

Drawdowns

TRNS vs. AIT - Drawdown Comparison

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


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Drawdown Indicators


TRNSAITDifference

Max Drawdown

Largest peak-to-trough decline

-93.42%

-66.47%

-26.95%

Max Drawdown (1Y)

Largest decline over 1 year

-44.83%

-12.86%

-31.97%

Max Drawdown (5Y)

Largest decline over 5 years

-63.86%

-26.42%

-37.44%

Max Drawdown (10Y)

Largest decline over 10 years

-63.86%

-59.29%

-4.57%

Current Drawdown

Current decline from peak

-48.28%

-7.50%

-40.78%

Average Drawdown

Average peak-to-trough decline

-35.33%

-18.12%

-17.21%

Ulcer Index

Depth and duration of drawdowns from previous peaks

23.78%

6.07%

+17.71%

Volatility

TRNS vs. AIT - Volatility Comparison

Transcat, Inc. (TRNS) has a higher volatility of 12.12% compared to Applied Industrial Technologies, Inc. (AIT) at 8.44%. This indicates that TRNS'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.


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Volatility by Period


TRNSAITDifference

Volatility (1M)

Calculated over the trailing 1-month period

12.12%

8.44%

+3.68%

Volatility (6M)

Calculated over the trailing 6-month period

34.84%

19.27%

+15.57%

Volatility (1Y)

Calculated over the trailing 1-year period

48.01%

33.08%

+14.93%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

43.20%

30.64%

+12.56%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

42.17%

33.20%

+8.97%

Financials

TRNS vs. AIT - Financials Comparison

This section allows you to compare key financial metrics between Transcat, Inc. 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


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

TRNS vs. AIT - Profitability Comparison

The chart below illustrates the profitability comparison between Transcat, Inc. 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

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

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%.