Stock AnalizApplied Industrial Technologies Inc. AIT
Industrial Specialties · data as of November 13, 2026
Applied Industrial Technologies Inc. (AIT) is a consumer discretionary company listed in the US with a market value of about $10.9B. In the twelve months to September 30, 2026 it had revenue of $5.1B and net income of $424M, a net margin of 8.4%.
Its overall Stock Analiz score is 3.4 out of 5 (good). The strongest part is track record (5/5); the weakest is value (1/5).
Key numbers: a P/E of 26.4, a price to free cash flow of 25.8, 5-year revenue growth of 9% a year, a 5-year average ROIC of 16%. A discounted cash flow model with moderate assumptions puts its intrinsic value about 40% below the current price.
Score: 3.4 / 5
Checks passed
- PEG below 1.5
- 3-year free cash flow growth above 10% a year
- 5-year EPS growth above 10% a year
- 5-year revenue growth above 8% a year
- 5-year average ROIC above 12%
- Profitable 5 years in a row
- ROE above 15%
- More cash than debt, or low debt to equity
Checks not passed
- P/E below 25
- P/E below the industry median
- P/FCF below 20
- Price below intrinsic value (DCF, moderate assumptions)
- Revenue growth above 10% last year
- 3-year revenue growth above 10% a year
- Profit margin improving
- Strong R&D investment or growth above 20%
Valuation
Growth and quality
Financials, last 10 years
| Fiscal year | TTM | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $5.1B | $5.0B | $4.6B | $4.5B | $4.4B | $3.8B | $3.2B | $3.2B | $3.5B | $3.1B | $2.6B |
| Net income | $424M | $415M | $393M | $386M | $347M | $257M | $145M | $24M | $144M | $142M | $134M |
| Free cash flow | $422M | $461M | $465M | $347M | $317M | $169M | $226M | $277M | $162M | $124M | $148M |
| EPS (diluted) | $11.29 | $10.95 | $10.12 | $9.83 | $8.84 | $6.58 | $3.68 | $0.62 | $3.68 | $3.61 | $3.40 |
| Net margin | 8.4% | 8.3% | 8.6% | 8.6% | 7.9% | 6.8% | 4.5% | 0.7% | 4.2% | 4.6% | 5.2% |
| ROIC | — | 17.8% | 14.9% | 15.8% | 16.7% | 14.3% | 9.1% | 3.8% | 9.3% | 8.8% | 13.6% |
From the company’s 10-K and 10-Q filings with the SEC. TTM = trailing twelve months.
What analysts expect
The average 12-month price target from 6 analysts is $380.00, 28% above the current price; targets range from $350.00 to $400.00; the consensus rating is “Strong buy”; expected EPS is $12.13 for the fiscal year ending June 30, 2027.
Frequently asked questions
What is Applied Industrial Technologies’s P/E ratio?
About 26.4, based on the last twelve months of diluted earnings per share (forward P/E about 24.0).
Is Applied Industrial Technologies stock undervalued?
Our DCF model with moderate assumptions puts its intrinsic value about 40% below the current market value. A model is a range, not a promise; try your own assumptions in the DCF calculator.
Does Applied Industrial Technologies pay a dividend?
Yes. The dividend yield is about 0.68%, and it has paid dividends for 10 years in our data.
Is Applied Industrial Technologies a good stock to buy?
We do not give buy or sell advice. Applied Industrial Technologies scores 3.4 out of 5 on our five checks (value, growth, track record, financial health and shareholder returns); the checks above show why.
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Generated from SEC filings, analyst consensus estimates and market prices, rebuilt every day. Educational information, not investment advice.