AIT vs LII
Applied Industrial Technologies vs Lennox International — AI-powered side-by-side comparison
AIT
Applied Industrial Technologies
62
Buy
VS
LII
Lennox International
49
Watch
| Metric | AIT | LII |
|---|
| AI Score |
62
|
49
|
| Price |
$338.69
|
$397.84
|
| P/E Ratio |
30.55×
|
17.99×
|
| ROE |
22.3%
|
67.6%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
30.3%
|
33.1%
|
| Debt / Equity |
0.26×
|
1.56×
|
| Dividend Yield |
0.6%
|
1.3%
|
| RSI (14) |
30.6
|
26.0
|
| Beta |
0.847
|
1.199
|
| Expected Upside |
—
|
+38.0%
|
AI Committee View
Current Innellis committee reasoning for AIT versus LII.
AIT leads by 13 points.
AIT scores 62/100 (Buy) versus LII at 49/100 (Watch).
AIT Committee View
80% agreement
5 analysts
The primary driver is news sentiment is positive (+0.27 across 56 articles, 14d). The main limiting factor is p/e of 32.7 is moderate-to-rich. The committee is constructive but not yet at full conviction.
Bull Case
- ROE of 21.6% shows genuine earnings power backing the valuation — Value
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Price structure making higher highs and higher lows — Technical
Bear Case
- P/E of 32.7 is moderate-to-rich — Value
- Price-to-book of 4.8x prices in significant intangible value — Value
- MACD histogram negative -- bearish momentum — Technical
LII Committee View
50% agreement
6 analysts
The committee is genuinely divided. Macro Analyst sees a compelling case. Risk Analyst remains cautious — bollinger bandwidth of 36.1% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- ROE of 67.0% shows genuine earnings power backing the valuation — Value
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Weekly trend (downtrend) confirms the daily trend -- multi-timeframe agreement — Technical
Bear Case
- Price-to-book of 14.6x prices in significant intangible value — Value
- Revenue declining -2.1% YoY -- this is not a growth story right now — Growth
- EPS declining -3.0% YoY despite any revenue growth — Growth