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

Performance

WCC vs. AIT - Performance Comparison

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

-20.00%-10.00%0.00%10.00%20.00%30.00%40.00%JuneJulyAugustSeptemberOctoberNovember
9.16%
32.85%
WCC
AIT

Returns By Period

In the year-to-date period, WCC achieves a 18.51% return, which is significantly lower than AIT's 55.30% return. Over the past 10 years, WCC has underperformed AIT with an annualized return of 9.33%, while AIT has yielded a comparatively higher 20.85% annualized return.


WCC

YTD

18.51%

1M

13.61%

6M

9.16%

1Y

34.72%

5Y (annualized)

31.53%

10Y (annualized)

9.33%

AIT

YTD

55.30%

1M

14.89%

6M

32.85%

1Y

64.85%

5Y (annualized)

35.46%

10Y (annualized)

20.85%

Fundamentals


WCCAIT
Market Cap$10.01B$10.25B
EPS$12.48$9.79
PE Ratio16.3727.25
PEG Ratio1.852.80
Total Revenue (TTM)$21.79B$4.48B
Gross Profit (TTM)$4.63B$1.31B
EBITDA (TTM)$1.44B$540.99M

Key characteristics


WCCAIT
Sharpe Ratio0.742.30
Sortino Ratio1.153.28
Omega Ratio1.211.41
Calmar Ratio1.145.49
Martin Ratio2.7314.03
Ulcer Index13.22%4.59%
Daily Std Dev48.39%27.99%
Max Drawdown-86.27%-66.46%
Current Drawdown-3.74%-3.11%

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Correlation

-0.50.00.51.00.5

The correlation between WCC and AIT is 0.51, 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.

Risk-Adjusted Performance

WCC vs. AIT - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for WESCO International, Inc. (WCC) 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.


Sharpe ratio
The chart of Sharpe ratio for WCC, currently valued at 0.74, compared to the broader market-4.00-2.000.002.004.000.742.30
The chart of Sortino ratio for WCC, currently valued at 1.15, compared to the broader market-4.00-2.000.002.004.001.153.28
The chart of Omega ratio for WCC, currently valued at 1.21, compared to the broader market0.501.001.502.001.211.41
The chart of Calmar ratio for WCC, currently valued at 1.14, compared to the broader market0.002.004.006.001.145.49
The chart of Martin ratio for WCC, currently valued at 2.73, compared to the broader market-10.000.0010.0020.0030.002.7314.03
WCC
AIT

The current WCC Sharpe Ratio is 0.74, which is lower than the AIT Sharpe Ratio of 2.30. The chart below compares the historical Sharpe Ratios of WCC 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.

Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.002.503.00JuneJulyAugustSeptemberOctoberNovember
0.74
2.30
WCC
AIT

Dividends

WCC vs. AIT - Dividend Comparison

WCC's dividend yield for the trailing twelve months is around 0.79%, more than AIT's 0.56% yield.


TTM20232022202120202019201820172016201520142013
WCC
WESCO International, Inc.
0.79%0.86%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.
0.56%0.81%1.08%1.29%1.64%1.86%2.22%1.70%1.89%2.67%2.19%1.87%

Drawdowns

WCC vs. AIT - Drawdown Comparison

The maximum WCC drawdown since its inception was -86.27%, which is greater than AIT's maximum drawdown of -66.46%. Use the drawdown chart below to compare losses from any high point for WCC and AIT. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-3.74%
-3.11%
WCC
AIT

Volatility

WCC vs. AIT - Volatility Comparison

WESCO International, Inc. (WCC) has a higher volatility of 15.95% compared to Applied Industrial Technologies, Inc. (AIT) at 14.24%. This indicates that WCC'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.


6.00%8.00%10.00%12.00%14.00%16.00%JuneJulyAugustSeptemberOctoberNovember
15.95%
14.24%
WCC
AIT

Financials

WCC vs. AIT - Financials Comparison

This section allows you to compare key financial metrics between WESCO International, 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


Values in USD except per share items