Applied Industrial Technologies vs Distribution Solutions
AIT and DSGR side by side, both in wholesale trade-durable goods. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How AIT and DSGR compare
Applied Industrial Technologies is the larger company, worth 6.7 times as much as Distribution Solutions ($10.8B against $1.6B).
On earnings, Applied Industrial Technologies is cheaper: it trades at 26.9× trailing earnings, against 184× for Distribution Solutions.
Applied Industrial Technologies grew revenue faster over the last twelve months (8.8% versus 6.4% for Distribution Solutions).
Applied Industrial Technologies keeps more of each dollar of sales as profit, with a net margin of 8.3% compared with 0.44% at Distribution Solutions.
Applied Industrial Technologies pays a dividend yielding 0.68%; Distribution Solutions does not pay one.
Applied Industrial Technologies scores higher on the StockData Score (18 against 4 for Distribution Solutions), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | AIT | DSGR |
|---|---|---|
| Size and price | ||
| Market cap | $10.8B | $1.6B |
| Share price | $294.12 | $34.98 |
| Change, 1 year | 15.7% | 17.6% |
| Change, 5 years | 185% | 26.1% |
| Beta (5Y) | 0.94 | 0.60 |
| Employees | 6,900 | 1,740 |
| StockData Score | ||
| Total score | 18 (better) | 4 |
| Valuation score | 0 | 0 |
| Growth score | 3 (better) | 2 |
| Performance score | 6 (better) | 1 |
| Health score | 5 (better) | 1 |
| Dividend score | 4 (better) | 0 |
| Valuation | ||
| P/E | 26.9× (better) | 184× |
| P/S | 2.2× | 0.8× (better) |
| P/B | 5.8× | 2.5× (better) |
| EV/EBITDA | 19.9× | 14.9× (better) |
| P/FCF | 23.4× (better) | 43.4× |
| PEG | 3.63 | – |
| FCF yield | 4.3% (better) | 2.3% |
| Fair value | $208.50 | $21.24 |
| Margin of safety | −41.1% (better) | −64.7% |
| Growth | ||
| Revenue growth (TTM) | 8.8% (better) | 6.4% |
| Revenue growth, 5Y average | 8.9% | 41.3% (better) |
| Net income growth (TTM) | 5.5% | 110% (better) |
| EPS growth (TTM) | 8.2% | 217% (better) |
| EPS growth, 5Y average | 24.4% (better) | −26.0% |
| Profitability | ||
| Gross margin | 30.3% | 32.7% (better) |
| Operating margin | 11.1% (better) | 3.5% |
| Net margin | 8.3% (better) | 0.44% |
| FCF margin | 9.3% (better) | 1.8% |
| Return on equity | 22.4% (better) | 1.4% |
| Return on invested capital | 20.8% (better) | 2.9% |
| Financial health | ||
| Debt / equity | 0.14 (better) | 1.11 |
| Net debt / EBITDA | 0.25 (better) | 4.33 |
| Interest coverage | – | 1.4× |
| Current ratio | 2.58 (better) | 2.54 |
| Altman Z-score | 9.58 (better) | 2.41 |
| Piotroski F-score | 8 (better) | 5 |
| Dividends and buybacks | ||
| Dividend yield | 0.68% | – |
| Payout ratio | 17.5% | – |
| Years of dividend growth | 16 | – |
| Dividend growth, 5Y average | 8.9% | – |
| Buyback yield | 2.9% | – |
| Shareholder yield | 3.6% (better) | 0.00% |
| Ownership | ||
| Held by institutions | 96.6% | 93.5% |
| Held by insiders | 0.95% | 79.9% |
| Insider net buying, 12 months | −$15.8M | $297K (better) |
| Superinvestors holding | 1 | – |
| Short interest, % of float | 2.3% | 5.3% |
Go deeper
- AIT stock overview
- AIT income statement
- AIT valuation and score
- DSGR stock overview
- DSGR income statement
- DSGR valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.