Applied Industrial Technologies (AIT)vsWatsco Inc (WSO)
AIT
Applied Industrial Technologies
$315.29
+0.52%
INDUSTRIALS · Cap: $11.83B
WSO
Watsco Inc
$397.16
+0.63%
INDUSTRIALS · Cap: $15.67B
Smart Verdict
WallStSmart Research — data-driven comparison
Watsco Inc generates 50% more annual revenue ($7.24B vs $4.84B). AIT leads profitability with a 8.3% profit margin vs 6.8%. WSO appears more attractively valued with a PEG of 1.50. AIT earns a higher WallStSmart Score of 51/100 (C-).
AIT
Buy51
out of 100
Grade: C-
WSO
Hold45
out of 100
Grade: D+
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
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Areas to Watch
Premium valuation, high expectations priced in
3.1% earnings growth
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
0.1% revenue growth
6.8% margin — thin
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : AIT
The strongest argument for AIT centers on Altman Z-Score, Return on Equity, Debt/Equity.
Bull Case : WSO
The strongest argument for WSO centers on Altman Z-Score, Debt/Equity.
Bear Case : AIT
The primary concerns for AIT are P/E Ratio, EPS Growth, Piotroski F-Score.
Bear Case : WSO
The primary concerns for WSO are P/E Ratio, Revenue Growth, Profit Margin.
Key Dynamics to Monitor
WSO carries more volatility with a beta of 1.03 — expect wider price swings.
AIT is growing revenue faster at 7.3% — sustainability is the question.
AIT generates stronger free cash flow (95M), providing more financial flexibility.
Monitor INDUSTRIAL DISTRIBUTION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
AIT scores higher overall (51/100 vs 45/100). Both earn "Buy" and "Hold" 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 →Watsco Inc
INDUSTRIALS · INDUSTRIAL DISTRIBUTION · USA
Watsco, Inc. distributes air conditioning, heating and refrigeration equipment; and related parts and supplies in the United States, Canada, Mexico and Puerto Rico. The company is headquartered in Miami, Florida.
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