Applied Industrial Technologies, Inc. (AIT) vs Watsco, Inc. (WSO)
- Applied Industrial Technologies, Inc. AIT 330.84 −0.90%
- Watsco, Inc. WSO 295.45 −1.35%
Applied Industrial Technologies, Inc. and Watsco, Inc. are both Industrial Distribution companies. Applied Industrial Technologies, Inc. and Watsco, Inc. are of similar size ($12.4B and $12.3B). Watsco, Inc. trades at the lower P/E: 25.6× against 29.8×. Applied Industrial Technologies, Inc. grew revenue faster over the last twelve months: 8.84% against −2.98%. Applied Industrial Technologies, Inc. has the higher net margin (8.35% vs 6.54%) and the higher return on invested capital (17.2% vs 13.6%). Both pay a dividend; Watsco, Inc. yields more (4.37% vs 0.60%). Across the 23 metrics below, Watsco, Inc. leads on 13 and Applied Industrial Technologies, Inc. on 10.
Valuation
Profitability
| Metric | AIT | WSO | Industrial Distribution median |
|---|---|---|---|
| Gross margin | 30.34% | 27.51% | 30.34% |
| Operating margin | 11.06% | 9.40% | 8.06% |
| Net margin | 8.35% | 6.54% | 4.95% |
| Free cash flow margin | 9.29% | 9.57% | 4.67% |
| Return on equity | 22.37% | 14.23% | 14.29% |
| Return on assets | 13.40% | 9.71% | 5.30% |
| Return on invested capital | 17.20% | 13.64% | 8.13% |
Growth
Health
Dividend
Size
Any metric, up to five companies and an Excel export Powerpack