Applied Industrial Technologies, Inc. (AIT) vs Watsco, Inc. (WSO)
- Applied Industrial Technologies, Inc. AIT 282.55 −5.28%
- Watsco, Inc. WSO 311.78 −2.42%
Applied Industrial Technologies, Inc. and Watsco, Inc. are both Industrial Distribution companies. Watsco, Inc. is the larger, with a market value of $13.0B against $10.3B — 1.3× the size. Applied Industrial Technologies, Inc. trades at the lower P/E: 24.7× against 27.0×. Applied Industrial Technologies, Inc. grew revenue faster over the last twelve months: 8.45% against 0.30%. Applied Industrial Technologies, Inc. has the higher net margin (8.38% vs 5.86%) and the higher return on invested capital (17.2% vs 14.6%). Both pay a dividend; Watsco, Inc. yields more (4.14% vs 0.70%). Across the 23 metrics below, Applied Industrial Technologies, Inc. leads on 12 and Watsco, Inc. on 11.
Valuation
Profitability
| Metric | AIT | WSO | Industrial Distribution median |
|---|---|---|---|
| Gross margin | 30.40% | 27.18% | 29.98% |
| Operating margin | 11.15% | 9.08% | 7.44% |
| Net margin | 8.38% | 5.86% | 4.55% |
| Free cash flow margin | 8.36% | 8.96% | 4.24% |
| Return on equity | 22.51% | 12.75% | 13.19% |
| Return on assets | 13.75% | 8.91% | 5.00% |
| Return on invested capital | 17.16% | 14.62% | 7.52% |
Growth
Health
Dividend
Size
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