Applied Industrial [AIT] vs Watsco [WSO] Detailed Stock Comparison

Applied Industrial Technologies Inc.

NYSE
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Watsco Inc.

NYSE
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TLDR: Quick Comparison Summary

Based on 21 vital metrics comparison: Applied Industrial Technologies Inc. wins in 13 metrics, Watsco Inc. wins in 8 metrics, with 0 ties. Applied Industrial Technologies Inc. appears stronger overall.

View Metrics Details

Vital Metrics Comparison

Metric Applied Industrial Technologies Inc. Watsco Inc. Better
P/E Ratio (TTM) 28.00 35.32 Applied Industrial Technologies Inc.
Price-to-Book Ratio 5.87 5.90 Applied Industrial Technologies Inc.
Debt-to-Equity Ratio 30.53 14.86 Watsco Inc.
PEG Ratio 6.18 -1.22 Applied Industrial Technologies Inc.
EV/EBITDA 19.05 22.50 Applied Industrial Technologies Inc.
Profit Margin (TTM) 8.49% 6.87% Applied Industrial Technologies Inc.
Operating Margin (TTM) 10.59% 6.09% Applied Industrial Technologies Inc.
EBITDA Margin (TTM) 10.59% 6.09% Applied Industrial Technologies Inc.
Return on Equity 22.02% 18.69% Applied Industrial Technologies Inc.
Return on Assets (TTM) 10.44% 9.76% Applied Industrial Technologies Inc.
Free Cash Flow (TTM) $465.20M $535.06M Watsco Inc.
Dividend Yield 0.68% 3.15% Watsco Inc.
1-Year Return 34.12% -17.24% Applied Industrial Technologies Inc.
Price-to-Sales Ratio (TTM) 2.31 2.43 Applied Industrial Technologies Inc.
Enterprise Value $11.15B $16.60B Watsco Inc.
EV/Revenue Ratio 2.35 2.29 Watsco Inc.
Gross Profit Margin (TTM) 30.38% 27.14% Applied Industrial Technologies Inc.
Revenue per Share (TTM) $125 $191 Watsco Inc.
Earnings per Share (Diluted) $10.51 $12.25 Watsco Inc.
Beta (Stock Volatility) 0.82 1.05 Applied Industrial Technologies Inc.
Short % of Float 2.19% 0.00% Watsco Inc.

Applied Industrial Technologies Inc. vs Watsco Inc. Stock Performance Analysis

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AIT
WSO

Performance Comparison

Short-term Returns

Stock1D1W1M3M6MYTD
Applied Industrial Technologies Inc.1.65%-0.97%1.42%8.74%19.82%18.75%
Watsco Inc.1.24%-4.77%-12.28%-11.44%6.63%4.76%

Long-term Returns

Stock1Y3Y5Y10Y15Y20Y
Applied Industrial Technologies Inc.34.12%128.94%214.15%568.89%803.12%1,058.70%
Watsco Inc.-17.24%7.73%27.35%171.16%485.02%522.31%

Performance & Financial Health Analysis: Applied Industrial Technologies Inc. vs Watsco Inc.

MetricAITWSO
Market Information
Market Cap i$10.94B$17.79B
Market Cap CategoryLarge capLarge cap
10 Day Avg. Volume i211,060474,638
90 Day Avg. Volume i302,837508,073
Last Close$313.39$368.36
52 Week Range$223.13 - $317.10$323.05 - $494.94
% from 52W High-1.17%-25.57%
All-Time High$317.10 (May 07, 2026)$571.42 (Nov 25, 2024)
% from All-Time High-1.17%-35.54%
Growth Metrics
Quarterly Revenue Growth0.08%-0.10%
Quarterly Earnings Growth0.02%-0.26%
Financial Health
Profit Margin (TTM) i0.08%0.07%
Operating Margin (TTM) i0.11%0.06%
Return on Equity (TTM) i0.22%0.19%
Debt to Equity (MRQ) i30.5314.86
Cash & Liquidity
Book Value per Share (MRQ)$50.14$73.36
Cash per Share (MRQ)$10.88$19.33
Operating Cash Flow (TTM) i$488.48M$569.61M
Levered Free Cash Flow (TTM) i$375.58M$290.91M
Dividends
Last 12-Month Dividend Yield i0.68%3.15%
Last 12-Month Dividend i$1.89$12.00

Valuation & Enterprise Metrics Analysis: Applied Industrial Technologies Inc. vs Watsco Inc.

MetricAIT (Apr 26, 2026)WSO (Apr 24, 2026)
Price Ratios
P/E Ratio (TTM) i28.0035.32
Forward P/E i25.3130.72
PEG Ratio i6.18-1.22
Price to Sales (TTM) i2.312.43
Price to Book (MRQ) i5.875.90
Market Capitalization
Market Capitalization i$10.94B$17.79B
Enterprise Value i$11.15B$16.60B
Enterprise Value Metrics
Enterprise to Revenue i2.352.29
Enterprise to EBITDA i19.0522.50
Risk & Other Metrics
Beta i0.821.05
Book Value per Share (MRQ) i$50.14$73.36

Financial Statements Comparison: Applied Industrial Technologies Inc. vs Watsco Inc.

Financial Metrics

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Revenue

Operating Margin

Profit Margin

Long Term Debt

Income Flow Analysis

Financial Statements Comparison

Income Statement

MetricAIT (2025)WSO (2025)
Revenue/Sales i4.56B7.24B
Cost of Goods Sold i3.18B5.21B
COGS % of Revenue i69.7%72.0%
Gross Profit i1.38B2.03B
Gross Margin i30.3%28.0%
Research & Development iN/AN/A
Operating Income (EBIT) i498.53M692.58M
Operating Margin i10.9%9.6%
EBITDA i576.67M736.33M
EBITDA Margin i12.6%10.2%
Pre-Tax Income i500.97M737.68M
Pre-Tax Income % of Revenue i11.0%10.2%
Income Tax i107.98M150.09M
Income Tax % of Revenue i2.4%2.1%
Net Income (Profit) i392.99M587.59M
Profit Margin i8.6%8.1%

Balance Sheet & Liquidity Metrics

MetricAIT (2025)WSO (2025)
Cash & Equivalents i388.42M433.28M
Total Current Assets i1.75B2.95B
Total Current Assets % of Revenue i38.3%40.8%
Total Current Liabilities i526.15M717.74M
Total Current Liabilities % of Revenue i11.5%9.9%
Long-Term Debt i572.30M361.64M
Long-Term Debt % of Revenue i12.5%5.0%
Total Shareholders Equity i1.84B3.22B
Retained Earnings i2.45B1.32B
Retained Earnings % of Revenue i53.6%18.2%
Property, Plant & Equipment i442.01M452.55M

Cash Flow Statement Comparison

MetricAIT (2025)WSO (2025)
Operating Cash Flow i481.69M583.03M
Operating Cash Flow % of Revenue i10.6%8.1%
Capital Expenditures i1.84M457,000
Free Cash Flow i465.20M535.06M
FCF Margin i10.2%7.4%
Debt Repayment i-25.11M-5.97M
Common Stock Repurchase i-152.84M-3.66M

Short Interest & Institutional Ownership Analysis

MetricAITWSO
Shares Short i710,97619
Short Ratio i2.090.00
Short % of Float i2.19%0.00%
Shares Outstanding i37.38M40.58M
Float Shares i36.92M32.86M
% Held by Insiders i0.75%0.39%
% Held by Institutions i97.30%110.84%
% Held by Public i1.95%-11.23%

Dividend Analysis & Yield Comparison: Applied Industrial Technologies Inc. vs Watsco Inc.

MetricAITWSO
Last 12-Month Dividend i$1.89$12.00
Last 12-Month Dividend Yield i0.68%3.15%
3-Year Avg Annual Dividend i$1.63$10.87
3-Year Avg Dividend Yield i0.19%0.65%
3-Year Total Dividends i$4.88$32.60
Ex-Dividend DateFeb 13, 2026Jan 16, 2026