AIT vs DY
Applied Industrial Technologies vs Dycom Industries — AI-powered side-by-side comparison
AIT
Applied Industrial Technologies
71
Buy
VS
DY
Dycom Industries
69
Buy
| Metric | AIT | DY |
|---|
| AI Score |
71
|
69
|
| Price |
$359.82
|
$408.47
|
| P/E Ratio |
33.54×
|
38.42×
|
| ROE |
21.3%
|
15.1%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
30.0%
|
19.6%
|
| Debt / Equity |
0.20×
|
1.58×
|
| Dividend Yield |
0.5%
|
0.0%
|
| RSI (14) |
74.7
|
47.7
|
| Beta |
0.835
|
1.503
|
| Expected Upside |
—
|
+8.8%
|
AI Committee View
Current Innellis committee reasoning for AIT versus DY.
AIT leads by 2 points.
AIT scores 71/100 (Buy) versus DY at 69/100 (Buy).
AIT Committee View
100% agreement
4 analysts
The primary driver is quarter-over-quarter growth rate is accelerating, not just positive. The main limiting factor is 4 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
- RSI at 75 is in overbought territory — Technical
- Weekly RSI at 84 -- overbought on the larger timeframe too — Technical
DY Committee View
75% agreement
4 analysts
The primary driver is 4 consecutive earnings beats -- consistent execution. Most analysts agree, and no major concerns are blocking a stronger rating.
Bull Case
- 4 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- Risk/reward is unfavorable: 17.9% downside vs 8.8% upside.