Applied Industrial Technologies, Inc (AIT) Fair Value & Analysis
Industrials · US · Market cap $12.2B
Applied Industrial Technologies, Inc
AIT · US
Fair value as of: Jul 14, 2026
From 25 valuation models · updated 24 days ago
Fair value updated Jul 14, 2026, revised from $202.62 to $191.65 (−5.4%) since Jun 24, 2026. Share price +13.8% over the past month.
A solid business, but screening 47% overvalued on our models.
What matters now
- A high-quality business (quality 71/100), yet the market already pays well above fair value. Quality at a full price, with little margin of safety.
- The price sits above even our optimistic bull case ($240.80). The favourable scenario is already priced in.
- A fairly wide model range ($131.03 to $240.80) leaves room in how you read the outcome.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 14, 2026.
How to read this chart
60‑month range $79.24 – $358.91 · fair‑value band $131.03 – $240.80 · the $358.91 price screens above the $191.65 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 14, 2026.
Analysis
Applied Industrial Technologies, Inc (AIT) currently trades at $358.91, while our model-based Fair Value estimate is $191.65, implying the stock looks roughly 46.6% overvalued today. We read business quality at 71/100 (solid quality), in the Industrials sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).
Over the trailing twelve months, Applied Industrial Technologies, Inc generated revenue of $4.8B at a net margin of 8.3%. Revenue grew 7.3% year over year. It earns a return on equity of 21.9%. Net debt stands at $184M. Fundamentals as of Jul 14, 2026
Our scenario range runs from $131.03 (bear case) to $240.80 (bull case); at $358.91, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades near its 52-week high and 62% above its 52-week low, currently above its 200-day average. For context, the median of 10 Industrials peers we cover trades at -35% fair-value upside, at -47%, AIT screens richer than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 25 models by family
Widest divergence: DCF Models ($189.41) versus Dividend Discount ($24.36). Highest evidence: Growth DCF (80).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 14, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 68 · Market factors (momentum, volatility) 77
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
Applied Industrial Technologies, Inc. distributes industrial motion, power, control, and automation technology solutions in the United States, Canada, Mexico, Australia, New Zealand, Singapore, and Costa Rica. It operates in two segments, Service Center and Engineered Solutions.
Full company description
Applied Industrial Technologies, Inc. distributes industrial motion, power, control, and automation technology solutions in the United States, Canada, Mexico, Australia, New Zealand, Singapore, and Costa Rica. It operates in two segments, Service Center and Engineered Solutions. The Service Center segment distributes industrial bearings, power transmission, fluid power components and systems, specialty flow control, and advanced factory automation solutions, as well as general maintenance products; and motors, belting, drives, couplings, pumps, linear motion, hydraulic and pneumatic components, filtration supplies, hoses, and other related supplies. It also installs, modifies, and repairs conveyor belts and rubber linings, as well as hose assemblies. The Engineered Solutions segment is involved in distributing, engineering, designing, integrating, and repairing hydraulic and pneumatic fluid power technologies, engineered flow control products and services, and automation technologies; and provision of fluid power and industrial flow control products. Its fluid power products and solutions are used in off-highway mobile equipment, stationary industrial equipment and machines, marine and offshore equipment, factory automation, food processing equipment, packaging operations, and downstream energy process systems. This segment also offers pumps, valves, fittings, hoses, process instrumentation, actuators, and filtration supplies; and advanced automation technologies for the design, engineering, assembly, integration, and distribution of machine vision, collaborative robots, mobile robots, radio-frequency identification, industrial networking, motion control, and machine learning technologies for OEMs, machine builders, integrators, and other industrial and technology sectors. The company was formerly known as Bearings, Inc. and changed its to name to Applied Industrial Technologies, Inc. in 1997. The company was founded in 1923 and is headquartered in Cleveland, Ohio.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Applied Industrial Technologies, Inc reported revenue of $4.6B in FY2025 versus $3.2B in FY2021, a compound +9.0%/yr. Reported net income was $393M in FY2025, compounding +28.4%/yr from FY2021.
AIT screens 47% overvalued. Compare with W.W. Grainger, Inc →
Peer Group
Industrial Distribution · 102 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Industrial Distribution median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
VALUE 0: the price sits above our fair-value range.
Insider activity: 42/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Industrial Distribution stocks, each showing price versus our Fair Value estimate (as of Jul 14, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| W.W. Grainger, Inc GWW | $1,376 | $625.61 | -55% |
| Fastenal Company FAST | $45.49 | $20.64 | -55% |
| Ferguson Enterprises Inc FERG | $232.02 | $151.92 | -35% |
| WESCO International, Inc WCC | $326.71 | $213.01 | -35% |
| Watsco, Inc WSO | $385.16 | $268.10 | -30% |
| Toromont Industries Ltd TIH | C$232.22 | C$127.90 | -45% |
| Finning International Inc FTT | C$102.50 | C$76.38 | -25% |
| Addtech AB ADDTB | kr 329.20 | kr 156.35 | -53% |
| Core & Main, Inc CNM | $44.66 | $49.47 | +11% |
| Indutrade AB INDT | kr 218.60 | kr 147.56 | -32% |
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Frequently asked questions
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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