AIT vs ECG
Applied Industrial Technologies vs Everus Construction Group, Inc. — AI-powered side-by-side comparison
AIT
Applied Industrial Technologies
74
Buy
VS
ECG
Everus Construction Group, Inc.
61
Buy
| Metric | AIT | ECG |
|---|
| AI Score |
74
|
61
|
| Price |
$352.86
|
$134.56
|
| P/E Ratio |
32.84×
|
27.00×
|
| ROE |
21.3%
|
32.0%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
30.0%
|
13.0%
|
| Debt / Equity |
0.20×
|
0.47×
|
| Dividend Yield |
0.6%
|
0.0%
|
| RSI (14) |
69.5
|
52.2
|
| Beta |
0.847
|
2.4723
|
| Expected Upside |
—
|
—
|
AI Committee View
Current Innellis committee reasoning for AIT versus ECG.
AIT leads by 13 points.
AIT scores 74/100 (Buy) versus ECG at 61/100 (Buy).
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
ECG Committee View
50% agreement
6 analysts
The committee is genuinely divided. Growth Analyst sees a compelling case — revenue growing 29.7% yoy -- genuine top-line momentum. Risk Analyst remains cautious — bollinger bandwidth of 24.1% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- ROE of 37.2% shows genuine earnings power backing the valuation — Value
- Revenue growing 29.7% YoY -- genuine top-line momentum — Growth
- EPS growing 46.9% YoY — Growth
Bear Case
- P/E of 30.1 is moderate-to-rich — Value
- Price-to-book of 6.9x prices in significant intangible value — Value
- Bollinger bandwidth of 24.1% signals elevated volatility — Risk