Is Applied Industrial Stock a Good Investment?
Applied Industrial Investment Advice | AIT |
- Examine Applied Industrial's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Applied Industrial's leadership team and their track record. Good management can help Applied Industrial navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Trading Companies & Distributors space and any emerging trends that could impact Applied Industrial's business and its evolving consumer preferences.
- Compare Applied Industrial's performance and market position to its competitors. Analyze how Applied Industrial is positioned in terms of product offerings, innovation, and market share.
- Check if Applied Industrial pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Applied Industrial's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Applied Industrial Technologies stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Applied Industrial Technologies is a good investment.
Sell | Buy |
Strong Sell
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Very Low | Details | |
Economic Sensitivity | Almost neglects market trends | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Strong Buy | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Examine Applied Industrial Stock
Researching Applied Industrial's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 96.0% of the company shares are held by institutions such as insurance companies. The book value of Applied Industrial was presently reported as 46.73. The company has Price/Earnings To Growth (PEG) ratio of 2.15. Applied Industrial recorded earning per share (EPS) of 9.88. The entity last dividend was issued on the 14th of February 2025. The firm had 3:2 split on the 16th of June 2006.
To determine if Applied Industrial is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Applied Industrial's research are outlined below:
| Applied Industrial generated a negative expected return over the last 90 days | |
| Over 96.0% of the company shares are held by institutions such as insurance companies | |
| On 28th of February 2025 Applied Industrial paid $ 0.46 per share dividend to its current shareholders | |
| Latest headline from benzinga.com: Heres How Much 1000 Invested In Applied Industrial Techs 5 Years Ago Would Be Worth Today |
Applied Industrial uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Applied Industrial Technologies. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Applied Industrial's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 25th of April 2024 Upcoming Quarterly Report | View | |
| 8th of August 2024 Next Financial Report | View | |
| 31st of March 2024 Next Fiscal Quarter End | View | |
| 8th of August 2024 Next Fiscal Year End | View | |
| 31st of December 2023 Last Quarter Report | View | |
| 30th of June 2023 Last Financial Announcement | View |
Earnings surprises can significantly impact Applied Industrial's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Applied Industrial's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2003-10-13 | 2003-09-30 | 0.1 | 0.11 | 0.01 | 10 | ||
2003-01-15 | 2002-12-31 | 0.08 | 0.09 | 0.01 | 12 | ||
2002-10-16 | 2002-09-30 | 0.08 | 0.09 | 0.01 | 12 | ||
2004-04-15 | 2004-03-31 | 0.18 | 0.2 | 0.02 | 11 | ||
2003-04-16 | 2003-03-31 | 0.08 | 0.1 | 0.02 | 25 | ||
2002-08-06 | 2002-06-30 | 0.08 | 0.1 | 0.02 | 25 | ||
2001-08-08 | 2001-06-30 | 0.13 | 0.15 | 0.02 | 15 | ||
2000-04-19 | 2000-03-31 | 0.16 | 0.18 | 0.02 | 12 |
Applied Industrial Target Price Consensus
Applied target price is determined by taking all analyst projections and averaging them out. There is no one specific way to measure analysts' performance other than comparing it to past results via a very sophisticated attribution analysis. Applied Industrial's target price projections below should be used in combination with other traditional price prediction techniques such as stock price forecasting, investor sentiment analysis, technical analysis, earnings estimate, and various momentum models.
| 8 | Strong Buy |
Most Applied analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to help potential investors understand Applied stock's fair price compared to its market value. Analysts arrive at stock ratings after researching the public financial statements of Applied Industrial, talking to its executives and customers, or listening to those companies' conference calls.
Macroaxis Advice Exposure ValuationApplied Industrial Target Price Projection
Applied Industrial's current and average target prices are 232.22 and 292.86, respectively. The current price of Applied Industrial is the price at which Applied Industrial Technologies is currently trading. On the other hand, Applied Industrial's target price is what analysts think the stock is worth or could sell for in the future. The more significant the discrepancy between the two prices, the more it stimulates investors to act.Current Price
Applied Industrial Market Quote on 29th of March 2025
Target Price
Analyst Consensus On Applied Industrial Target Price
Applied Industrial Analyst Ratings
Applied Industrial's analyst stock recommendations are determined by taking an average estimate of all analysts we track and classifying them as Strong Buy, Buy, Hold, Strong Sell, or Sell. Ratings generally communicate what analysts sense about Applied Industrial stock, and they use a lot of effort and time to analyze it and arrive at a rating. That suggests that analyst recommendations are the outcome of an objective and thorough examination of Applied Industrial's financials, market performance, and future outlook by experienced professionals. Applied Industrial's historical ratings below, therefore, can serve as a valuable tool for investors.Know Applied Industrial's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Applied Industrial is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Applied Industrial Technologies backward and forwards among themselves. Applied Industrial's institutional investor refers to the entity that pools money to purchase Applied Industrial's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Capital Research Global Investors | 2024-12-31 | 559.5 K | Norges Bank | 2024-12-31 | 541.6 K | Northern Trust Corp | 2024-12-31 | 510.8 K | Btim Corp | 2024-12-31 | 502.8 K | Wellington Management Company Llp | 2024-12-31 | 491.1 K | Alyeska Investment Group, L.p. | 2024-12-31 | 471.3 K | Allspring Global Investments Holdings, Llc | 2024-12-31 | 417 K | First Trust Advisors L.p. | 2024-12-31 | 404.8 K | Morgan Stanley - Brokerage Accounts | 2024-12-31 | 391 K | Blackrock Inc | 2024-12-31 | 4.9 M | Vanguard Group Inc | 2024-12-31 | 4.6 M |
Applied Industrial's market capitalization trends
The company currently falls under 'Mid-Cap' category with a total capitalization of 8.66 B.Market Cap |
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Applied Industrial's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.18 | 0.17 | |
| Return On Capital Employed | 0.18 | 0.12 | |
| Return On Assets | 0.13 | 0.12 | |
| Return On Equity | 0.21 | 0.22 |
Determining Applied Industrial's profitability involves analyzing its financial statements and using various financial metrics to determine if Applied Industrial is a good buy. For example, gross profit margin measures Applied Industrial's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Applied Industrial's profitability and make more informed investment decisions.
Please note, the imprecision that can be found in Applied Industrial's accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of Applied Industrial Technologies. Check Applied Industrial's Beneish M Score to see the likelihood of Applied Industrial's management manipulating its earnings.
Evaluate Applied Industrial's management efficiency
Applied Industrial has Return on Asset of 0.1064 % which means that on every $100 spent on assets, it made $0.1064 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.227 %, implying that it generated $0.227 on every 100 dollars invested. Applied Industrial's management efficiency ratios could be used to measure how well Applied Industrial manages its routine affairs as well as how well it operates its assets and liabilities. Return On Equity is likely to gain to 0.22 in 2025, whereas Return On Tangible Assets are likely to drop 0.17 in 2025. Total Current Liabilities is likely to gain to about 605.1 M in 2025. Liabilities And Stockholders Equity is likely to gain to about 3.6 B in 2025| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 39.30 | 41.27 | |
| Tangible Book Value Per Share | 19.17 | 20.12 | |
| Enterprise Value Over EBITDA | 12.03 | 7.09 | |
| Price Book Value Ratio | 3.92 | 4.12 | |
| Enterprise Value Multiple | 12.03 | 7.09 | |
| Price Fair Value | 3.92 | 4.12 | |
| Enterprise Value | 5.3 B | 5.5 B |
The operational strategies employed by Applied Industrial management play a crucial role in its market positioning. Assessing these strategies alongside financial data helps us evaluate the stock's investment potential.
Basic technical analysis of Applied Stock
As of the 29th of March, Applied Industrial shows the Risk Adjusted Performance of (0.02), mean deviation of 1.38, and Standard Deviation of 1.88. Applied Industrial technical analysis gives you the methodology to make use of historical prices and volume patterns to determine a pattern that approximates the direction of the firm's future prices.Applied Industrial's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Applied Industrial insiders, such as employees or executives, is commonly permitted as long as it does not rely on Applied Industrial's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Applied Industrial insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Richard Wagner few days ago Insider Trading | ||
Richard Wagner six days ago Insider Trading | ||
Richard Wagner over a week ago Insider Trading | ||
Richard Wagner over a week ago Insider Trading | ||
Richard Wagner over a week ago Insider Trading | ||
Richard Wagner over a week ago Insider Trading | ||
Richard Wagner over two weeks ago Insider Trading | ||
Richard Wagner over three weeks ago Insider Trading | ||
Richard Wagner over three weeks ago Insider Trading | ||
Warren Hoffner over three weeks ago Disposition of 850 shares by Warren Hoffner of Applied Industrial at 88.79 subject to Rule 16b-3 | ||
Richard Wagner over three weeks ago Insider Trading | ||
Jason Vasquez over a month ago Disposition of 4475 shares by Jason Vasquez of Applied Industrial at 248.1027 subject to Rule 16b-3 |
Applied Industrial's Outstanding Corporate Bonds
Applied Industrial issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Applied Industrial uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Applied bonds can be classified according to their maturity, which is the date when Applied Industrial Technologies has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| Dana 575 percent Corp BondUS235822AB96 | View | |
| APPLIED MATLS INC Corp BondUS038222AG04 | View | |
| APPLIED MATERIALS INC Corp BondUS038222AN54 | View | |
| APPLIED MATERIALS INC Corp BondUS038222AP03 | View | |
| APPLIED MATLS INC Corp BondUS038222AJ43 | View | |
| APPLIED MATLS INC Corp BondUS038222AK16 | View | |
| APPLIED MATLS INC Corp BondUS038222AL98 | View | |
| APPLIED MATLS INC Corp BondUS038222AM71 | View |
Understand Applied Industrial's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Applied Industrial's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | (0.02) | |||
| Market Risk Adjusted Performance | 0.2648 | |||
| Mean Deviation | 1.38 | |||
| Coefficient Of Variation | (3,660) | |||
| Standard Deviation | 1.88 | |||
| Variance | 3.53 | |||
| Information Ratio | (0) | |||
| Jensen Alpha | (0.07) | |||
| Total Risk Alpha | 0.0565 | |||
| Treynor Ratio | 0.2548 | |||
| Maximum Drawdown | 10.46 | |||
| Value At Risk | (3.59) | |||
| Potential Upside | 2.64 | |||
| Skewness | (0.72) | |||
| Kurtosis | 2.21 |
| Risk Adjusted Performance | (0.02) | |||
| Market Risk Adjusted Performance | 0.2648 | |||
| Mean Deviation | 1.38 | |||
| Coefficient Of Variation | (3,660) | |||
| Standard Deviation | 1.88 | |||
| Variance | 3.53 | |||
| Information Ratio | (0) | |||
| Jensen Alpha | (0.07) | |||
| Total Risk Alpha | 0.0565 | |||
| Treynor Ratio | 0.2548 | |||
| Maximum Drawdown | 10.46 | |||
| Value At Risk | (3.59) | |||
| Potential Upside | 2.64 | |||
| Skewness | (0.72) | |||
| Kurtosis | 2.21 |
Consider Applied Industrial's intraday indicators
Applied Industrial intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Applied Industrial stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Applied Industrial Corporate Filings
F4 | 26th of February 2025 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
8K | 29th of January 2025 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
13A | 12th of November 2024 The form used by investors holding more than 5% of a company's stock, to report their beneficial ownership pursuant to Rule 13d-1 or Rule 13d-2 under the Securities Exchange Act of 1934 | ViewVerify |
13A | 8th of November 2024 An amended filing to the original Schedule 13G | ViewVerify |
Applied Stock media impact
Far too much social signal, news, headlines, and media speculation about Applied Industrial that are available to investors today. That information is available publicly through Applied media outlets and privately through word of mouth or via Applied internal channels. However, regardless of the origin, that massive amount of Applied data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Applied Industrial news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Applied Industrial relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Applied Industrial's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Applied Industrial alpha.
Applied Industrial Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Applied Industrial can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Applied Industrial Historical Investor Sentiment
Investor biases related to Applied Industrial's public news can be used to forecast risks associated with an investment in Applied. The trend in average sentiment can be used to explain how an investor holding Applied can time the market purely based on public headlines and social activities around Applied Industrial Technologies. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
Applied Industrial's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Applied Industrial and other traded tickers. The bigger the bubble, the more accurate the estimated score. Higher bars for a given day show more participation in the average Applied Industrial news discussions. The higher the estimate score, the more favorable the investor's outlook on Applied Industrial.
Applied Industrial Maximum Pain Price Across May 16th 2025 Option Contracts
Applied Industrial's options can also be used to analyze investors' bias and current market sentiment in the context of behavioral finance. For example, Max pain usually refers to a trading concept that asserts that market manipulation can cause the market price of Applied Industrial close to the expiration of its current option contract to expire worthlessly. According to most research, about 35% of options are not executed, with roughly 50% traded out before expiration. So, Max pain occurs when market makers reach a net favorable position across all options at a strike price where option holders stand to lose the most money. By contrast, option sellers may reap the most after selling more options than buying, causing them to expire worthlessly. Please continue to view the detailed analysis of Applied Industrial's options.
Applied Industrial Corporate Directors
| Ryan Cieslak | Director of Investor Relations and Treasury | Profile | |
| Dan Komnenovich | Independent Director | Profile | |
| Madhuri Andrews | Independent Director | Profile | |
| Vincent Petrella | Independent Director | Profile |
Already Invested in Applied Industrial Technologies?
The danger of trading Applied Industrial Technologies is mainly related to its market volatility and Company specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Applied Industrial is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Applied Industrial. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Applied Industrial is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Additional Tools for Applied Stock Analysis
When running Applied Industrial's price analysis, check to measure Applied Industrial's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Applied Industrial is operating at the current time. Most of Applied Industrial's value examination focuses on studying past and present price action to predict the probability of Applied Industrial's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Applied Industrial's price. Additionally, you may evaluate how the addition of Applied Industrial to your portfolios can decrease your overall portfolio volatility.