Applied Industrial Technologies vs Pool
AIT and POOL 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 POOL compare
Applied Industrial Technologies is the larger company, worth 1.4 times as much as Pool ($11.0B against $7.7B).
On earnings, Pool is cheaper: it trades at 19.9× trailing earnings, against 26.7× for Applied Industrial Technologies.
Applied Industrial Technologies grew revenue faster over the last twelve months (8.5% versus 2.9% for Pool).
Applied Industrial Technologies keeps more of each dollar of sales as profit, with a net margin of 8.4% compared with 7.3% at Pool.
Both pay dividends: Applied Industrial Technologies yields 0.66% and Pool 3.0%.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | AIT | POOL |
|---|---|---|
| Size and price | ||
| Market cap | $11.0B | $7.7B |
| Share price | $301.48 | $215.78 |
| Change, 1 year | 16.1% | −13.3% |
| Change, 5 years | 184% | −62.6% |
| Beta (5Y) | 0.96 | 0.96 |
| Employees | 6,900 | 6,000 |
| StockData Score | ||
| Total score | 17 | 17 |
| Valuation score | 0 | 4 (better) |
| Growth score | 2 (better) | 1 |
| Performance score | 6 (better) | 5 |
| Health score | 5 (better) | 3 |
| Dividend score | 4 | 4 |
| Valuation | ||
| P/E | 26.7× | 19.9× (better) |
| P/S | 2.2× | 1.4× (better) |
| P/B | 5.8× (better) | 6.3× |
| EV/EBITDA | 19.8× | 15.3× (better) |
| P/FCF | 26.1× | 17.4× (better) |
| PEG | 3.61 | – |
| FCF yield | 3.8% | 5.7% (better) |
| Fair value | $212.37 | $222.67 |
| Margin of safety | −42.0% | 3.1% (better) |
| Growth | ||
| Revenue growth (TTM) | 8.5% (better) | 2.9% |
| Revenue growth, 5Y average | 8.9% (better) | 6.1% |
| Net income growth (TTM) | 5.6% (better) | −3.9% |
| EPS growth (TTM) | 8.8% (better) | −0.91% |
| EPS growth, 5Y average | 24.4% (better) | 3.9% |
| Profitability | ||
| Gross margin | 30.4% (better) | 29.4% |
| Operating margin | 11.2% (better) | 10.5% |
| Net margin | 8.4% (better) | 7.3% |
| FCF margin | 8.3% (better) | 8.1% |
| Return on equity | 22.5% | 30.4% (better) |
| Return on invested capital | 21.0% (better) | 18.8% |
| Financial health | ||
| Debt / equity | 0.15 (better) | 0.95 |
| Net debt / EBITDA | 0.30 (better) | 1.85 |
| Current ratio | 2.89 (better) | 2.46 |
| Altman Z-score | 10.10 (better) | 4.75 |
| Piotroski F-score | 8 (better) | 6 |
| Dividends and buybacks | ||
| Dividend yield | 0.66% | 3.0% (better) |
| Payout ratio | 17.4% | 47.1% |
| Years of dividend growth | 16 (better) | 15 |
| Dividend growth, 5Y average | 8.9% | 16.7% (better) |
| Buyback yield | 3.1% | 4.9% (better) |
| Shareholder yield | 3.8% | 7.9% (better) |
| Ownership | ||
| Held by institutions | 97.1% | 112% |
| Held by insiders | 0.96% | 3.5% |
| Insider net buying, 12 months | −$15.8M | $5.7M (better) |
| Superinvestors holding | 1 | 2 (better) |
| Short interest, % of float | 2.0% | 10.3% |
Go deeper
- AIT stock overview
- AIT income statement
- AIT valuation and score
- POOL stock overview
- POOL income statement
- POOL valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.