Applied Industrial Technologies vs DXP Enterprises
AIT and DXPE 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 DXPE compare
Applied Industrial Technologies is the larger company, worth 4.0 times as much as DXP Enterprises ($10.8B against $2.7B).
On earnings, Applied Industrial Technologies is cheaper: it trades at 26.9× trailing earnings, against 30.7× for DXP Enterprises.
DXP Enterprises grew revenue faster over the last twelve months (11.5% versus 8.8% for Applied Industrial Technologies).
Applied Industrial Technologies keeps more of each dollar of sales as profit, with a net margin of 8.3% compared with 4.4% at DXP Enterprises.
Applied Industrial Technologies pays a dividend yielding 0.68%; DXP Enterprises does not pay one.
Applied Industrial Technologies scores higher on the StockData Score (18 against 9 for DXP Enterprises), 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 | DXPE |
|---|---|---|
| Size and price | ||
| Market cap | $10.8B | $2.7B |
| Share price | $294.12 | $174.46 |
| Change, 1 year | 15.7% | 42.5% |
| Change, 5 years | 185% | 394% |
| Beta (5Y) | 0.94 | 0.95 |
| Employees | 6,900 | 3,286 |
| StockData Score | ||
| Total score | 18 (better) | 9 |
| Valuation score | 0 | 0 |
| Growth score | 3 | 4 (better) |
| Performance score | 6 (better) | 3 |
| Health score | 5 (better) | 2 |
| Dividend score | 4 (better) | 0 |
| Valuation | ||
| P/E | 26.9× (better) | 30.7× |
| P/S | 2.2× | 1.3× (better) |
| P/B | 5.8× | 5.0× (better) |
| EV/EBITDA | 19.9× | 17.6× (better) |
| P/FCF | 23.4× | 22.8× (better) |
| PEG | 3.63 | 1.04 (better) |
| FCF yield | 4.3% | 4.4% (better) |
| Fair value | $208.50 | $104.96 |
| Margin of safety | −41.1% (better) | −66.2% |
| Growth | ||
| Revenue growth (TTM) | 8.8% | 11.5% (better) |
| Revenue growth, 5Y average | 8.9% | 14.9% (better) |
| Net income growth (TTM) | 5.5% | 7.5% (better) |
| EPS growth (TTM) | 8.2% | 8.4% (better) |
| EPS growth, 5Y average | 24.4% | – |
| Profitability | ||
| Gross margin | 30.3% | 31.8% (better) |
| Operating margin | 11.1% (better) | 8.8% |
| Net margin | 8.3% (better) | 4.4% |
| FCF margin | 9.3% (better) | 5.5% |
| Return on equity | 22.4% (better) | 18.5% |
| Return on invested capital | 20.8% (better) | 13.0% |
| Financial health | ||
| Debt / equity | 0.14 (better) | 1.53 |
| Net debt / EBITDA | 0.25 (better) | 3.18 |
| Interest coverage | – | 2.9× |
| Current ratio | 2.58 | 2.99 (better) |
| Altman Z-score | 9.58 (better) | 3.70 |
| Piotroski F-score | 8 (better) | 6 |
| Dividends and buybacks | ||
| Dividend yield | 0.68% | – |
| Payout ratio | 17.5% | 0.10% |
| 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% | 75.4% |
| Held by insiders | 0.95% | 36.7% |
| Insider net buying, 12 months | −$15.8M | −$3.7M (better) |
| Superinvestors holding | 1 | – |
| Short interest, % of float | 2.3% | 3.1% |
Go deeper
- AIT stock overview
- AIT income statement
- AIT valuation and score
- DXPE stock overview
- DXPE income statement
- DXPE valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.