AIT vs IR
Applied Industrial Technologies vs Ingersoll Rand — AI-powered side-by-side comparison
AIT
Applied Industrial Technologies
74
Buy
VS
| Metric | AIT | IR |
|---|
| AI Score |
74
|
69
|
| Price |
$352.86
|
$85.02
|
| P/E Ratio |
32.84×
|
34.70×
|
| ROE |
21.3%
|
5.8%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
30.0%
|
37.9%
|
| Debt / Equity |
0.20×
|
0.47×
|
| Dividend Yield |
0.6%
|
0.1%
|
| RSI (14) |
69.5
|
54.1
|
| Beta |
0.847
|
1.168
|
| Expected Upside |
—
|
+2.9%
|
AI Committee View
Current Innellis committee reasoning for AIT versus IR.
AIT leads by 5 points.
AIT scores 74/100 (Buy) versus IR at 69/100 (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
IR Committee View
83% agreement
6 analysts
The primary driver is vix regime is low -- calm backdrop supports risk-taking. The main limiting factor is p/e of 35.1 is moderate-to-rich. The committee is constructive but not yet at full conviction.
Bull Case
- EPS growing 91.1% YoY — Growth
- 3 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
Bear Case
- P/E of 35.1 is moderate-to-rich — Value