AIT vs ROAD
Applied Industrial Technologies vs Construction Partners, Inc. — AI-powered side-by-side comparison
AIT
Applied Industrial Technologies
74
Buy
VS
ROAD
Construction Partners, Inc.
54
Watch
| Metric | AIT | ROAD |
|---|
| AI Score |
74
|
54
|
| Price |
$352.86
|
$120.83
|
| P/E Ratio |
32.84×
|
47.18×
|
| ROE |
21.3%
|
11.2%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
30.0%
|
15.8%
|
| Debt / Equity |
0.20×
|
1.82×
|
| Dividend Yield |
0.6%
|
0.0%
|
| RSI (14) |
69.5
|
71.1
|
| Beta |
0.847
|
0.901
|
| Expected Upside |
—
|
—
|
AI Committee View
Current Innellis committee reasoning for AIT versus ROAD.
AIT leads by 20 points.
AIT scores 74/100 (Buy) versus ROAD at 54/100 (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
ROAD Committee View
33% agreement
6 analysts
The committee is genuinely divided. Growth Analyst sees a compelling case — revenue growing 41.9% yoy -- genuine top-line momentum. Value Analyst remains cautious — p/e of 47.2 is expensive by classic value standards. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- Revenue growing 41.9% YoY -- genuine top-line momentum — Growth
- EPS growing 87.5% YoY — Growth
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- P/E of 47.2 is expensive by classic value standards — Value
- Price-to-book of 7.8x prices in significant intangible value — Value
- Debt-to-equity of 1.77 adds balance-sheet risk to the value case — Value