AIT vs AWI
Applied Industrial Technologies vs Armstrong World Industries, Inc. — AI-powered side-by-side comparison
AIT
Applied Industrial Technologies
74
Buy
VS
AWI
Armstrong World Industries, Inc.
54
Watch
| Metric | AIT | AWI |
|---|
| AI Score |
74
|
54
|
| Price |
$352.86
|
$186.65
|
| P/E Ratio |
32.84×
|
25.54×
|
| ROE |
21.3%
|
34.3%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
30.0%
|
40.3%
|
| Debt / Equity |
0.20×
|
0.66×
|
| Dividend Yield |
0.6%
|
0.7%
|
| RSI (14) |
69.5
|
73.2
|
| Beta |
0.847
|
1.17
|
| Expected Upside |
—
|
—
|
AI Committee View
Current Innellis committee reasoning for AIT versus AWI.
AIT leads by 20 points.
AIT scores 74/100 (Buy) versus AWI at 54/100 (Watch).
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
AWI Committee View
33% agreement
6 analysts
The committee is genuinely divided. Macro Analyst sees a compelling case — vix regime is low -- calm backdrop supports risk-taking. Risk Analyst remains cautious — bollinger bandwidth of 30.1% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- ROE of 35.4% shows genuine earnings power backing the valuation — Value
- MACD histogram positive -- bullish momentum — Technical
- VIX regime is low -- calm backdrop supports risk-taking — Macro
Bear Case
- Price-to-book of 9.2x prices in significant intangible value — Value
- RSI at 73 is in overbought territory — Technical
- Weekly RSI at 77 -- overbought on the larger timeframe too — Technical