Applied Industrial Technologies clears its cost of capital, but the record is mixed across the five tests. Real value creation, just not yet consistent.
Industrial AutomationRFID (Radio Frequency Identification)EDI (Electronic Data Interchange)Process AutomationElectronicsHardwareManufacturingWholesale
Description
Applied Industrial Technologies, Inc. (Applied) distributes industrial motion, power, control, and automation technology solutions.
Through its comprehensive network of employee associates and facilities, including service center, fluid power, flow…
Analysis
Beloved champion
Applied Industrial Technologies, Inc. is a beloved champion: its quality is genuine, and the market already prices it as exceptional. One caution: reported profits have recently run ahead of actual cash, which we track closely.
The price is expensive. You pay 26.5× its owner earnings: the cash an owner could take out each year, which is in the historically expensive zone. At today's price, the market is assuming roughly 10% yearly growth; analysts expect 10%. The price, in other words, assumes less than the experts do.
The trajectory is moderate and the balance sheet is sturdy. The company scores 12/20 on our value-creation score: creating some value.
What to watch: Reported profits have run ahead of actual cash for several periods. As always: this describes the company's numbers; it is not a recommendation.
360° rank · history
1007550250
Jan 202318
92
2023202420252026
All-time high
92
Jun 2026
All-time low
18
Jan 2023
Average rank
64
across all years
Detailed & Historical Ranks
Deep dive into 15 detailed ranks and 3 years of history.
Current202520242023
Price/Sales
28
22
30
45
Price/Earnings
20
17
34
39
Price/Book
19
18
26
30
Dividend Yield
55
39
35
45
Value (overall)
17
13
16
27
Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.