AIT vs RELX
Applied Industrial Technologies vs RELX Plc — AI-powered side-by-side comparison
AIT
Applied Industrial Technologies
74
Buy
VS
| Metric | AIT | RELX |
|---|
| AI Score |
74
|
52
|
| Price |
$352.86
|
$35.37
|
| P/E Ratio |
32.84×
|
20.70×
|
| ROE |
21.3%
|
87.4%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
30.0%
|
62.7%
|
| Debt / Equity |
0.20×
|
7.19×
|
| Dividend Yield |
0.6%
|
1.5%
|
| RSI (14) |
69.5
|
48.1
|
| Beta |
0.847
|
0.256
|
| Expected Upside |
—
|
—
|
AI Committee View
Current Innellis committee reasoning for AIT versus RELX.
AIT leads by 22 points.
AIT scores 74/100 (Buy) versus RELX at 52/100 (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
RELX 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 — high leverage (debt-to-equity 3.07) amplifies downside in a stress scenario. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- ROE of 125.5% shows genuine earnings power backing the valuation — Value
- Dividend yield of 2.6% pays you to wait — Value
- VIX regime is low -- calm backdrop supports risk-taking — Macro
Bear Case
- Price-to-book of 23.4x prices in significant intangible value — Value
- Debt-to-equity of 3.07 adds balance-sheet risk to the value case — Value
- MACD histogram negative -- bearish momentum — Technical