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Applied Industrial Technologies, Inc. (AIT) vs Ferguson plc (FERG)

Applied Industrial Technologies, Inc. and Ferguson plc are both Industrial Distribution companies. Ferguson plc is the larger, with a market value of $45.6B against $10.3B — 4.4× the size. Ferguson plc trades at the lower P/E: 19.6× against 24.7×. Ferguson plc grew revenue faster over the last twelve months: 9.38% against 8.45%. Applied Industrial Technologies, Inc. has the higher net margin (8.38% vs 7.15%) and the lower return on invested capital (17.2% vs 18.8%). Both pay a dividend; Ferguson plc yields more (1.51% vs 0.70%). Across the 23 metrics below, Ferguson plc leads on 12 and Applied Industrial Technologies, Inc. on 11.

Valuation

Metric AIT FERG Industrial Distribution median
P/E 24.70 19.61 25.87
P/S 2.05 1.39 1.08
P/B 5.50 7.37 3.44
Price to free cash flow 24.52 36.12 18.74
EV/EBITDA 16.62 13.65 13.98
EV/Sales 2.09 1.53 1.26
Earnings yield 4.05% 5.10% 3.49%
Free cash flow yield 4.08% 2.77% 4.52%

Profitability

Metric AIT FERG Industrial Distribution median
Gross margin 30.40% 31.10% 29.98%
Operating margin 11.15% 9.73% 7.44%
Net margin 8.38% 7.15% 4.55%
Free cash flow margin 8.36% 3.85% 4.24%
Return on equity 22.51% 40.09% 13.19%
Return on assets 13.75% 12.69% 5.00%
Return on invested capital 17.16% 18.75% 7.52%

Growth

Metric AIT FERG Industrial Distribution median
Revenue growth (TTM) 8.45% 9.38% 7.51%
EPS growth (last fiscal year) 8.20% 9.28% (3.98%)
Revenue growth, 5-year CAGR 8.95% 9.06% 9.06%
Net income growth, 5-year CAGR 23.42% 14.07% 0.52%

Health

Metric AIT FERG Industrial Distribution median
Debt to equity 0.15 0.79 0.40
Current ratio 2.89 1.73 2.41
Net debt to EBITDA 0.22 1.17 1.17

Dividend

Metric AIT FERG Industrial Distribution median
Dividend yield 0.70% 1.51% 1.11%
Payout ratio 0.18 0.30 0.38

Size

Metric AIT FERG Industrial Distribution median
Market cap 10.26b 45.59b 5.10b

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