ACA vs AIT
Arcosa, Inc. vs Applied Industrial Technologies — AI-powered side-by-side comparison
VS
AIT
Applied Industrial Technologies
74
Buy
| Metric | ACA | AIT |
|---|
| AI Score |
65
|
74
|
| Price |
$144.97
|
$352.86
|
| P/E Ratio |
14.49×
|
32.84×
|
| ROE |
7.9%
|
21.3%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
23.0%
|
30.0%
|
| Debt / Equity |
0.48×
|
0.20×
|
| Dividend Yield |
0.1%
|
0.6%
|
| RSI (14) |
51.0
|
69.5
|
| Beta |
1.071
|
0.847
|
| Expected Upside |
—
|
—
|
AI Committee View
Current Innellis committee reasoning for ACA versus AIT.
AIT leads by 9 points.
AIT scores 74/100 (Buy) versus ACA at 65/100 (Buy).
ACA Committee View
83% agreement
6 analysts
The primary driver is vix regime is low -- calm backdrop supports risk-taking. The main limiting factor is news sentiment is negative (-0.33 across 3 articles, 14d). The committee is constructive but not yet at full conviction.
Bull Case
- P/E of 14.5 is inexpensive for the broad market — Value
- ROE of 18.1% shows genuine earnings power backing the valuation — Value
- EPS growing 431.7% YoY — Growth
Bear Case
- MACD histogram negative -- bearish momentum — Technical
- News sentiment is negative (-0.33 across 3 articles, 14d) — News
AIT Committee View
100% agreement
5 analysts
The primary driver is quarter-over-quarter growth rate is accelerating, not just positive. The main limiting factor is 2 existing position pair(s) are highly correlated already. The committee is constructive but not yet at full conviction.
Bull Case
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Price structure making higher highs and higher lows — Technical
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- Weekly RSI at 81 -- overbought on the larger timeframe too — Technical