Applied Industrial Technologies (AIT)vsDXP Enterprises Inc (DXPE)
AIT
Applied Industrial Technologies
$283.39
+0.89%
INDUSTRIALS · Cap: $10.99B
DXPE
DXP Enterprises Inc
$132.87
-16.11%
INDUSTRIALS · Cap: $2.71B
Smart Verdict
WallStSmart Research — data-driven comparison
Applied Industrial Technologies generates 136% more annual revenue ($5.06B vs $2.14B). AIT leads profitability with a 8.4% profit margin vs 4.4%. DXPE appears more attractively valued with a PEG of 0.55. DXPE earns a higher WallStSmart Score of 60/100 (C+).
AIT
Buy55
out of 100
Grade: C
DXPE
Buy60
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AIT.
Margin of Safety
-35.1%
Fair Value
$109.64
Current Price
$132.87
$23.23 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Safe zone — low bankruptcy risk
Every $100 of equity generates 22 in profit
Conservative balance sheet, low leverage
Growing faster than its price suggests
15.6% revenue growth
Earnings expanding 23.0% YoY
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Premium valuation, high expectations priced in
4.4% margin — thin
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : AIT
The strongest argument for AIT centers on Altman Z-Score, Return on Equity, Debt/Equity.
Bull Case : DXPE
The strongest argument for DXPE centers on PEG Ratio, Revenue Growth, EPS Growth. Revenue growth of 15.6% demonstrates continued momentum. PEG of 0.55 suggests the stock is reasonably priced for its growth.
Bear Case : AIT
The primary concerns for AIT are PEG Ratio, P/E Ratio.
Bear Case : DXPE
The primary concerns for DXPE are P/E Ratio, Profit Margin, Debt/Equity. Debt-to-equity of 1.66 is elevated, increasing financial risk. Thin 4.4% margins leave little buffer for downturns.
Key Dynamics to Monitor
AIT profiles as a value stock while DXPE is a growth play — different risk/reward profiles.
DXPE carries more volatility with a beta of 1.04 — expect wider price swings.
DXPE is growing revenue faster at 15.6% — sustainability is the question.
AIT generates stronger free cash flow (160M), providing more financial flexibility.
Bottom Line
DXPE scores higher overall (60/100 vs 55/100) and 15.6% revenue growth. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Applied Industrial Technologies
INDUSTRIALS · INDUSTRIAL DISTRIBUTION · USA
Applied Industrial Technologies, Inc. distributes industrial products in North America, Australia, New Zealand, and Singapore. The company is headquartered in Cleveland, Ohio.
Visit Website →DXP Enterprises Inc
INDUSTRIALS · INDUSTRIAL DISTRIBUTION · USA
DXP Enterprises, Inc. is dedicated to the distribution of maintenance, repair and operation (MRO) products, equipment and services to industrial and energy customers primarily in the United States and Canada. The company is headquartered in Houston, Texas.
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