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 6.8 times as much as Distribution Solutions ($10.9B against $1.6B).
On earnings, Applied Industrial Technologies is cheaper: it trades at 26.5× trailing earnings, against 146× for Distribution Solutions.
Applied Industrial Technologies grew revenue faster over the last twelve months (8.5% versus 6.6% for Distribution Solutions).
Applied Industrial Technologies keeps more of each dollar of sales as profit, with a net margin of 8.4% compared with 0.54% at Distribution Solutions.
Applied Industrial Technologies pays a dividend yielding 0.66%; Distribution Solutions does not pay one.
Applied Industrial Technologies scores higher on the StockData Score (17 against 3 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 | $10.9B | $1.6B |
| Share price | $299.81 | $35.04 |
| Change, 1 year | 17.3% | 32.9% |
| Change, 5 years | 183% | 39.5% |
| Beta (5Y) | 0.96 | 0.60 |
| Employees | 6,900 | 1,740 |
| StockData Score | ||
| Total score | 17 (better) | 3 |
| Valuation score | 0 | 0 |
| Growth score | 2 (better) | 1 |
| Performance score | 6 (better) | 1 |
| Health score | 5 (better) | 1 |
| Dividend score | 4 (better) | 0 |
| Valuation | ||
| P/E | 26.5× (better) | 146× |
| P/S | 2.2× | 0.8× (better) |
| P/B | 5.8× | 2.4× (better) |
| EV/EBITDA | 19.7× | 15.0× (better) |
| P/FCF | 26.0× (better) | 77.7× |
| PEG | 3.59 | – |
| FCF yield | 3.9% (better) | 1.3% |
| Fair value | $211.48 | $22.32 |
| Margin of safety | −41.8% (better) | −57.0% |
| Growth | ||
| Revenue growth (TTM) | 8.5% (better) | 6.6% |
| Revenue growth, 5Y average | 8.9% | 41.3% (better) |
| Net income growth (TTM) | 5.6% | – |
| EPS growth (TTM) | 8.8% | – |
| EPS growth, 5Y average | 24.4% (better) | −26.0% |
| Profitability | ||
| Gross margin | 30.4% | 32.5% (better) |
| Operating margin | 11.2% (better) | 3.5% |
| Net margin | 8.4% (better) | 0.54% |
| FCF margin | 8.3% (better) | 0.99% |
| Return on equity | 22.5% (better) | 1.7% |
| Return on invested capital | 21.0% (better) | 3.2% |
| Financial health | ||
| Debt / equity | 0.15 (better) | 1.14 |
| Net debt / EBITDA | 0.30 (better) | 4.49 |
| Interest coverage | – | 1.4× |
| Current ratio | 2.89 (better) | 2.47 |
| Altman Z-score | 10.06 (better) | 2.37 |
| Piotroski F-score | 8 (better) | 5 |
| Dividends and buybacks | ||
| Dividend yield | 0.66% | – |
| Payout ratio | 17.4% | – |
| Years of dividend growth | 16 | – |
| Dividend growth, 5Y average | 8.9% | – |
| Buyback yield | 3.1% | – |
| Shareholder yield | 3.8% (better) | 0.00% |
| Ownership | ||
| Held by institutions | 97.1% | 93.5% |
| Held by insiders | 0.96% | 79.9% |
| Insider net buying, 12 months | −$15.8M | $297K (better) |
| Superinvestors holding | 1 | – |
| Short interest, % of float | 2.0% | 5.9% |
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.