Applied Industrial Technologies, Inc. (AIT) vs Watsco, Inc. (WSO)
Applied Industrial Technologies, Inc. and Watsco, Inc. are both Industrial Distribution companies. Applied Industrial Technologies, Inc. and Watsco, Inc. are of similar size ($13.2B and $12.2B). Watsco, Inc. trades at the lower P/E: 27.5× against 30.1×. 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 (2.38% vs 0.78%). 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
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