Applied Industrial Technologies, Inc. (AIT) vs Core & Main, Inc. (CNM)
Applied Industrial Technologies, Inc. and Core & Main, Inc. are both Industrial Distribution companies. Applied Industrial Technologies, Inc. is the larger, with a market value of $12.2B against $7.9B — 1.5× the size. Core & Main, Inc. trades at the lower P/E: 17.5× against 30.1×. Applied Industrial Technologies, Inc. grew revenue faster over the last twelve months: 8.84% against −0.54%. Applied Industrial Technologies, Inc. has the higher net margin (8.35% vs 5.96%) and the higher return on invested capital (17.2% vs 10.9%). Across the 22 metrics below, Core & Main, Inc. leads on 12 and Applied Industrial Technologies, Inc. on 10.
Valuation
Profitability
| Metric | AIT | CNM | Industrial Distribution median |
|---|---|---|---|
| Gross margin | 30.34% | 27.05% | 30.34% |
| Operating margin | 11.06% | 9.64% | 8.06% |
| Net margin | 8.35% | 5.96% | 4.95% |
| Free cash flow margin | 9.29% | 8.16% | 4.67% |
| Return on equity | 22.37% | 22.58% | 14.29% |
| Return on assets | 13.40% | 7.05% | 5.30% |
| Return on invested capital | 17.20% | 10.93% | 8.13% |
Growth
Health
Dividend
Size
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